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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
(-15%)
Cap. Flow
-$132M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
330
New
43
Increased
82
Reduced
112
Closed
34
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$164M |
| 2 |
Marvell Technology
MRVL
|
+$135M |
| 3 |
Corning
GLW
|
+$124M |
| 4 |
Celestica
CLS
|
+$112M |
| 5 |
Datadog
DDOG
|
+$110M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$305M |
| 2 |
NVIDIA
NVDA
|
+$187M |
| 3 |
Monolithic Power Systems
MPWR
|
+$148M |
| 4 |
Teradyne
TER
|
+$130M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Aptiv
APTV
$9.14B
| – | – |
-4,000
| Closed | -$288K |
|
277
Avantor
AVTR
$10.5B
| – | – |
-678,663
| Closed | -$17.6M |
|
278
Alibaba
BABA
$273B
| – | – |
-1,928
| Closed | -$205K |
|
|
BCYC
279
Bicycle Therapeutics
BCYC
$262M
| – | – |
-1,002,780
| Closed | -$22.7M |
|
280
Bioceres Crop Solutions
BIOX
$24.6M
| – | – |
-1,648,852
| Closed | -$13M |
|
281
Camtek
CAMT
$6.18B
| – | – |
-38,156
| Closed | -$3.05M |
|
282
Coca-Cola Europacific Partners
CCEP
$45.6B
| – | – |
-109,051
| Closed | -$8.59M |
|
283
Cadence Design Systems
CDNS
$75.8B
| – | – |
-139,879
| Closed | -$37.9M |
|
|
CNTA
284
DELISTED
Centessa Pharmaceuticals
CNTA
| – | – |
-640,000
| Closed | -$10.2M |
|
285
CrowdStrike
CRWD
$245B
| – | – |
-79,900
| Closed | -$5.6M |
|
286
DuPont de Nemours
DD
$16.7B
| – | – |
-97,155
| Closed | -$10.9M |
|
287
4D Molecular Therapeutics
FDMT
$734M
| – | – |
-838,492
| Closed | -$9.06M |
|
288
GE HealthCare
GEHC
$28.9B
| – | – |
-115,102
| Closed | -$10.8M |
|
289
Global E Online
GLBE
$6.11B
| – | – |
-213,793
| Closed | -$8.22M |
|
290
HealthEquity
HQY
$7.95B
| – | – |
-3,160
| Closed | -$259K |
|
291
Icon
ICLR
$13.2B
| – | – |
-84,957
| Closed | -$24.4M |
|
292
Jasper Therapeutics
JSPR
$19.7M
| – | – |
-581,538
| Closed | -$10.9M |
|
293
KKR & Co
KKR
$90.5B
| – | – |
-82,380
| Closed | -$10.8M |
|
294
Standard BioTools
LAB
$273M
| – | – |
-35,585
| Closed | -$68.7K |
|
295
MongoDB
MDB
$30.7B
| – | – |
-214,125
| Closed | -$57.9M |
|
296
Envista
NVST
$4.02B
| – | – |
-102,849
| Closed | -$2.03M |
|
297
Impinj
PI
$5.24B
| – | – |
-286,189
| Closed | -$62M |
|
298
Privia Health
PRVA
$2.64B
| – | – |
-10,540
| Closed | -$192K |
|
299
SLB Ltd
SLB
$79.9B
| – | – |
-208,189
| Closed | -$8.73M |
|
|
SLN
300
Silence Therapeutics
SLN
$758M
| – | – |
-1,000,000
| Closed | -$18.2M |
|
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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.