PCH

Polar Capital Holdings Portfolio holdings

AUM $20.7B
1-Year Est. Return 81.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+81.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.9B
AUM Growth
-$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$160M
3
+$132M
4
ALAB icon
Astera Labs
ALAB
+$127M
5
HOOD icon
Robinhood
HOOD
+$125M

Top Sells

1
+$256M
2
+$182M
3
+$130M
4
ANET icon
Arista Networks
ANET
+$125M
5
MPWR icon
Monolithic Power Systems
MPWR
+$121M

Sector Composition

1 Technology 43%
2 Financials 17.5%
3 Healthcare 15.14%
4 Communication Services 13.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-139,879
277
– –
-640,000
278
– –
-19,975
279
– –
-115,102
280
– –
-214,125
281
– –
-102,849
282
– –
-286,189
283
– –
-10,540
284
– –
-208,189
285
– –
-1,000,000
286
– –
-15,622
287
– –
-55,461
288
– –
-185,130
289
– –
-967,393
290
– –
-9,477
291
– –
-1,002,780
292
– –
-1,648,852
293
– –
-38,156
294
– –
-213,793
295
– –
-3,160
296
– –
-84,957
297
– –
-82,380
298
– –
-35,585
299
– –
-78,168
300
– –
-4,000
9 10 11
12
13