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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 | |
|---|---|---|---|---|---|---|
301
CALL
Alibaba
BABA
$308B
| $140K | ﹤0.01% |
+600
| New | +$167K |
|
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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.