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PCH

Polar Capital Holdings Portfolio holdings

AUM $42.4B
1-Year Est. Return 181.11%
This Fund
S&P 500
This Quarter Est. Return
+15.4%
1 Year Est. Return
+181.11%
3 Year Est. Return
+584.8%
5 Year Est. Return
+777.19%
10 Year Est. Return
–
AUM
$17.9B
AUM Growth
-$3.08B
Cap. Flow
-$132M
Cap. Flow %
-0.74%
Top 10 Hldgs %
31.19%
Holding
330
New
43
Increased
82
Reduced
112
Closed
34

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$164M
2
MRVL icon
Marvell Technology
MRVL
+$135M
3
GLW icon
Corning
GLW
+$124M
4
CLS icon
Celestica
CLS
+$112M
5
DDOG icon
Datadog
DDOG
+$110M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$305M
2
NVDA icon
NVIDIA
NVDA
+$187M
3
MPWR icon
Monolithic Power Systems
MPWR
+$148M
4
TER icon
Teradyne
TER
+$130M
5
ANET icon
Arista Networks
ANET
+$116M

Sector Composition

Rank Sector Weight
1 Technology 42.96%
2 Financials 17.48%
3 Healthcare 15.13%
4 Communication Services 13.07%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGX icon
226
Argan
AGX
$5.47B
$6.86M 0.04%
+50,076
New +$6.88M
DOCU
227
DocuSign
DOCU
$13.4B
$6.8M 0.04%
+75,638
New +$6.04M
MSFT icon
228
PUT
Microsoft
MSFT
$3.71T
$6.74M 0.04%
+16,000
New +$6.82M
FLNC icon
229
Fluence Energy
FLNC
$1.32B
$6.68M 0.04%
420,500
+186,000
+79% +$3.64M
EXEL icon
230
Exelixis
EXEL
$13.7B
$6.66M 0.04%
200,000
– –
SNDX icon
231
Syndax Pharmaceuticals
SNDX
$1.59B
$6.61M 0.04%
500,000
– –
AAPL icon
232
CALL
Apple
AAPL
$4.81T
$6.6M 0.04%
26,350
-20,702
-44% -$4.88M
XPEV icon
233
XPeng
XPEV
$9.77B
$6.6M 0.04%
+558,000
New +$6.9M
CNNE icon
234
Cannae Holdings
CNNE
$677M
$6.29M 0.04%
316,697
-119,721
-27% -$2.4M
HTHT icon
235
Huazhu Hotels Group
HTHT
$13.3B
$5.65M 0.03%
171,026
-1,430
-0.8% -$51.8K
TEAM icon
236
Atlassian
TEAM
$48.3B
$5.56M 0.03%
+22,865
New +$5.24M
BRZE icon
237
Braze
BRZE
$2.87B
$5.44M 0.03%
129,991
-42,767
-25% -$1.55M
LIVN icon
238
LivaNova
LIVN
$4.4B
$5.19M 0.03%
112,094
-13,670
-11% -$701K
TSHA icon
239
Taysha Gene Therapies
TSHA
$1.63B
$5.19M 0.03%
3,000,000
-25,000
-0.8% -$51.9K
TNDM icon
240
Tandem Diabetes Care
TNDM
$1.16B
$5.15M 0.03%
142,900
-11,052
-7% -$374K
CHE icon
241
Chemed
CHE
$6.65B
$4.59M 0.03%
8,658
– –
IRTC icon
242
iRhythm Holdings
IRTC
$3.66B
$4.49M 0.03%
49,773
-7,392
-13% -$581K
ENS icon
243
EnerSys
ENS
$6.12B
$4.34M 0.02%
47,000
+11,800
+34% +$1.15M
SW
244
Smurfit Westrock
SW
$22.8B
$4.23M 0.02%
78,590
-449,180
-85% -$22.9M
ADUS icon
245
Addus HomeCare
ADUS
$2.17B
$3.68M 0.02%
29,349
+185
+0.6% +$23.4K
IMCR icon
246
Immunocore
IMCR
$1.63B
$3.36M 0.02%
114,023
-387,732
-77% -$12.3M
APD icon
247
Air Products & Chemicals
APD
$64B
$3.25M 0.02%
11,200
+3,000
+37% +$942K
KRRO icon
248
Korro Bio
KRRO
$194M
$2.86M 0.02%
+75,000
New +$3.85M
MSFT icon
249
CALL
Microsoft
MSFT
$3.71T
$2.74M 0.02%
6,500
-13,200
-67% -$5.62M
NBIX icon
250
Neurocrine Biosciences
NBIX
$15.5B
$2.73M 0.02%
20,000
– –
8 9
10
11 12

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Polar Capital Holdings's Q4 2024 Portfolio in Review

As of Q4 2024, Polar Capital Holdings held 330 positions worth $17.9B, down 15% from $21B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Polar Capital Holdings's Q4 2024 filing shows 43 new, 82 increased, 112 reduced and 34 closed positions. Its largest new stake was Corning: 2,614,751 shares worth $124M. The largest sale was Advanced Micro Devices, an estimated $305M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 35% a quarter earlier, followed by Financials and Healthcare.

  • Polar Capital Holdings's largest Q4 2024 buy was Corning: 2,614,751 shares worth $124M.
  • Polar Capital Holdings added most to GE Vernova in Q4 2024, an estimated $164M increase.
  • Polar Capital Holdings's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $305M.
  • Polar Capital Holdings fully exited Teradyne in Q4 2024, selling an estimated $130M.
  • Polar Capital Holdings's ten largest holdings make up 31% of its $17.9B portfolio in Q4 2024.
  • Polar Capital Holdings opened 43 new positions and closed 34 in Q4 2024.
  • Polar Capital Holdings's portfolio value fell 15% quarter-over-quarter to $17.9B.

Based on Polar Capital Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.