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
301
– –
-222,334
302
– –
0
303
– –
-1,102,740
304
– –
-291,465
305
– –
-838,492
306
– –
-581,538
9 10 11 12
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