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PCH
Polar Capital Holdings Portfolio holdings
AUM
$28.2B
1-Year Est. Return
115.26%
This Fund
S&P 500
This Quarter
Est. Return
+19.21%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$16.5B
AUM Growth
–
Cap. Flow
+$15.4B
Cap. Flow
% of AUM
93.32%
Top 10 Holdings %
Top 10 Hldgs %
30.25%
Holding
321
New
321
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$696M |
| 2 |
Microsoft
MSFT
|
+$687M |
| 3 |
Meta Platforms (Facebook)
META
|
+$548M |
| 4 |
Amazon
AMZN
|
+$366M |
| 5 |
Advanced Micro Devices
AMD
|
+$333M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.76% |
| 2 | Healthcare | 18.36% |
| 3 | Financials | 13.71% |
| 4 | Communication Services | 11.94% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ares Capital
ARCC
$14.4B
| $3.64M | 0.02% |
+215,250
| New | +$3.34M |
|
252
iQIYI
IQ
$1.28B
| $3.57M | 0.02% |
+204,435
| New | +$4.61M |
|
|
API
253
Agora
API
$377M
| $3.55M | 0.02% |
+89,625
| New | +$3.7M |
|
|
JOBS
254
DELISTED
51job Inc
JOBS
| $3.54M | 0.02% |
+50,564
| New | +$3.65M |
|
255
Webster Financial
WBS
$12.8B
| $3.44M | 0.02% |
+81,627
| New | +$2.95M |
|
256
Travere Therapeutics
TVTX
$5.78B
| $3.41M | 0.02% |
+125,000
| New | +$2.92M |
|
|
ARCE
257
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $3.27M | 0.02% |
+92,018
| New | +$3.49M |
|
258
Enterprise Financial Services Corp
EFSC
$2.39B
| $3.16M | 0.02% |
+90,407
| New | +$2.96M |
|
259
Itaú Unibanco
ITUB
$87.5B
| $3.06M | 0.02% |
+691,143
| New | +$2.59M |
|
260
ALX Oncology
ALXO
$290M
| $2.8M | 0.02% |
+32,500
| New | +$1.96M |
|
|
NBIS
261
Nebius Group N.V.
NBIS
$47.7B
| $2.69M | 0.02% |
+38,693
| New | +$2.47M |
|
262
O'Reilly Automotive
ORLY
$76.3B
| $2.22M | 0.01% |
+73,500
| New | +$2.22M |
|
263
Agnico Eagle Mines
AEM
$90.5B
| $1.89M | 0.01% |
+23,670
| New | +$1.77M |
|
264
General Dynamics
GD
$106B
| $1.74M | 0.01% |
+11,700
| New | +$1.71M |
|
|
B
265
Barrick Mining
B
$73.2B
| $1.67M | 0.01% |
+64,421
| New | +$1.63M |
|
266
Euronet Worldwide
EEFT
$2.7B
| $1.52M | 0.01% |
+10,500
| New | +$1.22M |
|
267
iRhythm Holdings
IRTC
$4.2B
| $1.3M | 0.01% |
+5,471
| New | +$1.25M |
|
268
Golub Capital BDC
GBDC
$3.42B
| $1.29M | 0.01% |
+91,500
| New | +$1.25M |
|
|
MIXT
269
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $1.28M | 0.01% |
+101,510
| New | +$999K |
|
|
MGLN
270
DELISTED
Magellan Health Services, Inc.
MGLN
| $1.21M | 0.01% |
+14,638
| New | +$1.16M |
|
271
Tenet Healthcare
THC
$21.1B
| $1.04M | 0.01% |
+26,156
| New | +$844K |
|
272
Tandem Diabetes Care
TNDM
$1.56B
| $1.02M | 0.01% |
+10,669
| New | +$1.1M |
|
273
Natera
NTRA
$46.4B
| $1.02M | 0.01% |
+10,231
| New | +$855K |
|
274
Medpace
MEDP
$16.5B
| $1M | 0.01% |
+7,184
| New | +$905K |
|
|
ARNA
275
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $957K | 0.01% |
+12,456
| New | +$934K |
|
Similar funds
N
TWC
FDCDDQ
NA
Polar Capital Holdings's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Polar Capital Holdings, which disclosed 321 positions worth $16.5B. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Apple: 5,788,169 shares worth $768M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Polar Capital Holdings's largest Q4 2020 buy was Apple: 5,788,169 shares worth $768M.
- Polar Capital Holdings's ten largest holdings make up 30% of its $16.5B portfolio in Q4 2020.
- Polar Capital Holdings disclosed 321 positions in Q4 2020, its first 13F filing on record.
Based on Polar Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.