We are live on ! Find out more
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
Cap. Flow
-$132M
Cap. Flow %
-0.74%
Top 10 Hldgs %
31.19%
Holding
330
New
43
Increased
82
Reduced
112
Closed
34

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$164M
2
MRVL icon
Marvell Technology
MRVL
+$135M
3
GLW icon
Corning
GLW
+$124M
4
CLS icon
Celestica
CLS
+$112M
5
DDOG icon
Datadog
DDOG
+$110M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$305M
2
NVDA icon
NVIDIA
NVDA
+$187M
3
MPWR icon
Monolithic Power Systems
MPWR
+$148M
4
TER icon
Teradyne
TER
+$130M
5
ANET icon
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
KLAC icon
26
KLA
KLAC
$221B
$169M 0.95%
2,685,870
-707,480
-21% -$47.8M
COHR icon
27
Coherent
COHR
$52.2B
$155M 0.87%
1,633,082
+909,844
+126% +$91M
CLS icon
28
Celestica
CLS
$39.9B
$148M 0.83%
1,607,969
+1,433,681
+823% +$112M
PGR icon
29
Progressive
PGR
$128B
$147M 0.82%
613,535
-12,298
-2% -$3.1M
ESNT icon
30
Essent Group
ESNT
$6.18B
$147M 0.82%
2,700,000
+350,000
+15% +$20.3M
DDOG icon
31
Datadog
DDOG
$82.6B
$144M 0.81%
1,008,005
+801,135
+387% +$110M
MTSI icon
32
MACOM Technology Solutions
MTSI
$18.3B
$139M 0.78%
1,071,071
-25,921
-2% -$3.26M
EG icon
33
Everest Group
EG
$14.6B
$134M 0.75%
368,750
+8,750
+2% +$3.28M
MKL icon
34
Markel Group
MKL
$22.3B
$134M 0.75%
77,350
-5,650
-7% -$9.38M
P
35
Everpure Inc
P
$31.3B
$129M 0.72%
2,104,849
-242,380
-10% -$13.5M
MELI icon
36
Mercado Libre
MELI
$96.3B
$129M 0.72%
75,852
-35,313
-32% -$68.8M
ISRG icon
37
Intuitive Surgical
ISRG
$134B
$129M 0.72%
246,379
-40,034
-14% -$20.9M
ALAB icon
38
Astera Labs
ALAB
$44.6B
$127M 0.71%
+957,431
New +$89.9M
ORCL icon
39
Oracle
ORCL
$417B
$127M 0.71%
759,307
+276,062
+57% +$49M
HOOD icon
40
Robinhood
HOOD
$103B
$125M 0.7%
+3,361,555
New +$109M
GLW icon
41
Corning
GLW
$124B
$124M 0.69%
+2,614,751
New +$124M
RDDT icon
42
Reddit
RDDT
$31.2B
$123M 0.69%
+753,273
New +$93M
TRV icon
43
Travelers Companies
TRV
$78.9B
$123M 0.69%
510,000
-10,000
-2% -$2.5M
SRRK icon
44
Scholar Rock
SRRK
$6.31B
$117M 0.65%
2,708,371
-232,301
-8% -$7.56M
MU icon
45
Micron Technology
MU
$1.04T
$113M 0.63%
1,337,597
-588,276
-31% -$59.8M
DASH icon
46
DoorDash
DASH
$88.2B
$112M 0.62%
665,776
+60,458
+10% +$9.93M
XENE icon
47
Xenon Pharmaceuticals
XENE
$5.64B
$106M 0.59%
2,697,657
+253,012
+10% +$10.5M
AXON
48
Axon Enterprise
AXON
$39.8B
$105M 0.59%
176,520
-176,508
-50% -$96M
CYTK icon
49
Cytokinetics
CYTK
$10.1B
$103M 0.58%
2,196,721
-141,126
-6% -$7.33M
ARQT icon
50
Arcutis Biotherapeutics
ARQT
$3.05B
$103M 0.57%
7,377,381
+493,009
+7% +$5.4M
1
2
3 4 5

Similar funds

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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.