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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
NVT icon
251
nVent Electric
NVT
$23.7B
$970K 0.01%
18,500
-96,500
-84% -$6.1M
LSCC icon
252
Lattice Semiconductor
LSCC
$15.1B
$519K ﹤0.01%
9,900
– –
GLBE icon
253
Global E Online
GLBE
$6.3B
$437K ﹤0.01%
+12,250
New +$602K
BEKE icon
254
KE Holdings
BEKE
$18.4B
$249K ﹤0.01%
12,396
-2,300,821
-99% -$45.6M
EHC icon
255
Encompass Health
EHC
$12B
$229K ﹤0.01%
2,259
– –
TEL icon
256
TE Connectivity
TEL
$58.9B
$226K ﹤0.01%
1,600
-600
-27% -$88.8K
GDRX icon
257
GoodRx Holdings
GDRX
$1.21B
$80.7K ﹤0.01%
18,300
+5,940
+48% +$27.9K
LFST icon
258
Lifestance Health
LFST
$5.11B
$76.6K ﹤0.01%
11,500
– –
STXS icon
259
Stereotaxis
STXS
$133M
$63K ﹤0.01%
35,800
– –
CERS icon
260
Cerus
CERS
$514M
$18.8K ﹤0.01%
13,540
– –
ACHC icon
261
Acadia Healthcare
ACHC
$2.64B
– –
-349,761
Closed -$13.9M
AGX icon
262
Argan
AGX
$5.51B
– –
-50,076
Closed -$6.86M
ALB icon
263
Albemarle
ALB
$13.6B
– –
-10,800
Closed -$930K
ALL icon
264
Allstate
ALL
$64.2B
– –
-72,498
Closed -$14M
ANSS
265
DELISTED
Ansys
ANSS
– –
-1,320
Closed -$445K
APP icon
266
Applovin
APP
$112B
– –
-287,039
Closed -$93M
BWXT icon
267
BWX Technologies
BWXT
$13.6B
– –
-114,878
Closed -$12.8M
CNNE icon
268
Cannae Holdings
CNNE
$679M
– –
-316,697
Closed -$6.29M
CNQ icon
269
Canadian Natural Resources
CNQ
$104B
– –
-261,513
Closed -$10.4M
CRTO icon
270
Criteo S.A.
CRTO
$855M
– –
-268,000
Closed -$10.6M
DDOG icon
271
Datadog
DDOG
$82.6B
– –
-1,008,005
Closed -$144M
DXCM icon
272
DexCom
DXCM
$31.3B
– –
-302,456
Closed -$23.5M
EA
273
DELISTED
Electronic Arts
EA
– –
-333,602
Closed -$48.8M
FLNC icon
274
Fluence Energy
FLNC
$1.35B
– –
-420,500
Closed -$6.68M
GDDY icon
275
GoDaddy
GDDY
$13.2B
– –
-112,847
Closed -$22.3M
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.