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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
-3.77%
1 Year Est. Return
+181.11%
3 Year Est. Return
+584.8%
5 Year Est. Return
+777.19%
10 Year Est. Return
–
AUM
$16.4B
AUM Growth
-$1.46B
Cap. Flow
-$404M
Cap. Flow %
-2.46%
Top 10 Hldgs %
27.42%
Holding
322
New
21
Increased
104
Reduced
86
Closed
36

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$247M
2
AMD icon
Advanced Micro Devices
AMD
+$137M
3
CRWD icon
CrowdStrike
CRWD
+$133M
4
SNOW icon
Snowflake
SNOW
+$117M
5
FLEX icon
Flex
FLEX
+$109M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$145M
2
DDOG icon
Datadog
DDOG
+$144M
3
MSFT icon
Microsoft
MSFT
+$135M
4
RDDT icon
Reddit
RDDT
+$123M
5
SHOP icon
Shopify
SHOP
+$120M

Sector Composition

Rank Sector Weight
1 Technology 39.72%
2 Financials 20.29%
3 Healthcare 15.66%
4 Communication Services 11.19%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSHA icon
226
Taysha Gene Therapies
TSHA
$1.64B
$4.17M 0.03%
3,000,000
– –
BX icon
227
Blackstone
BX
$96.3B
$3.82M 0.02%
27,317
-28,353
-51% -$4.6M
NXPI icon
228
NXP Semiconductors
NXPI
$56.5B
$3.71M 0.02%
19,500
-21,800
-53% -$4.65M
EXEL icon
229
Exelixis
EXEL
$13.9B
$3.14M 0.02%
85,000
-115,000
-58% -$4.1M
CHE icon
230
Chemed
CHE
$6.72B
$3.14M 0.02%
5,098
-3,560
-41% -$2.02M
ADI icon
231
Analog Devices
ADI
$175B
$3M 0.02%
96,167
-7,350
-7% -$1.59M
ADUS icon
232
Addus HomeCare
ADUS
$2.19B
$2.9M 0.02%
29,349
– –
TNDM icon
233
Tandem Diabetes Care
TNDM
$1.17B
$2.69M 0.02%
140,536
-2,364
-2% -$69.2K
AFRM icon
234
Affirm
AFRM
$24.8B
$2.61M 0.02%
57,728
-78,478
-58% -$4.65M
CARR icon
235
Carrier Global
CARR
$47.4B
$2.31M 0.01%
36,500
-73,000
-67% -$4.85M
ENSG icon
236
The Ensign Group
ENSG
$10.1B
$2.15M 0.01%
16,619
– –
HCA icon
237
HCA Healthcare
HCA
$92.4B
$2.06M 0.01%
5,970
– –
APD icon
238
Air Products & Chemicals
APD
$63.9B
$2.02M 0.01%
6,850
-4,350
-39% -$1.34M
ENS icon
239
EnerSys
ENS
$6.47B
$1.9M 0.01%
20,700
-26,300
-56% -$2.57M
SYK icon
240
Stryker
SYK
$108B
$1.54M 0.01%
4,128
– –
IBIT icon
241
iShares Bitcoin Trust
IBIT
$62.1B
$1.43M 0.01%
+30,503
New +$1.61M
TSEM icon
242
Tower Semiconductor
TSEM
$21.6B
$1.36M 0.01%
38,139
-249,679
-87% -$11.3M
LASR icon
243
nLIGHT
LASR
$2.22B
$1.35M 0.01%
174,292
-41,025
-19% -$413K
ABBV icon
244
AbbVie
ABBV
$454B
$1.17M 0.01%
5,582
-213,934
-97% -$41.6M
QRVO icon
245
Qorvo
QRVO
$10.3B
$1.16M 0.01%
16,000
+3,900
+32% +$297K
AMGN icon
246
Amgen
AMGN
$206B
$1.13M 0.01%
3,636
-276,190
-99% -$81.6M
HOLX
247
DELISTED
Hologic
HOLX
$1.11M 0.01%
18,009
– –
IDYA icon
248
IDEAYA Biosciences
IDYA
$3.63B
$1.07M 0.01%
65,500
– –
MASI
249
DELISTED
Masimo
MASI
$1M 0.01%
6,023
– –
THC icon
250
Tenet Healthcare
THC
$21.2B
$973K 0.01%
7,231
– –
8 9
10
11 12

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Polar Capital Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Polar Capital Holdings held 322 positions worth $16.4B, down 8.2% from $17.9B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Polar Capital Holdings's Q1 2025 filing shows 21 new, 104 increased, 86 reduced and 36 closed positions. Its largest new stake was Alibaba: 2,143,441 shares worth $283M. The largest sale was Broadcom, an estimated $145M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 43% a quarter earlier, followed by Financials and Healthcare.

  • Polar Capital Holdings's largest Q1 2025 buy was Alibaba: 2,143,441 shares worth $283M.
  • Polar Capital Holdings added most to Advanced Micro Devices in Q1 2025, an estimated $137M increase.
  • Polar Capital Holdings's biggest Q1 2025 reduction was Broadcom, cutting an estimated $145M.
  • Polar Capital Holdings fully exited Datadog in Q1 2025, selling an estimated $144M.
  • Polar Capital Holdings's ten largest holdings make up 27% of its $16.4B portfolio in Q1 2025.
  • Polar Capital Holdings opened 21 new positions and closed 36 in Q1 2025.
  • Polar Capital Holdings's portfolio value fell 8.2% quarter-over-quarter to $16.4B.

Based on Polar Capital Holdings's 13F filing for Q1 2025, filed 15 May 2025.