We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
51
W.R. Berkley
WRB
$26.6B
| $86.3M | 0.52% |
+2,925,000
| New | +$84.3M |
|
52
Aon
AON
$76B
| $84M | 0.51% |
+397,500
| New | +$81.2M |
|
53
Cadence Design Systems
CDNS
$93.4B
| $83.6M | 0.51% |
+612,962
| New | +$71.9M |
|
|
XLNX
54
DELISTED
Xilinx Inc
XLNX
| $83.5M | 0.51% |
+588,727
| New | +$76.6M |
|
55
Tenable Holdings
TENB
$4.01B
| $82.5M | 0.5% |
+1,578,804
| New | +$62.5M |
|
56
Tesla
TSLA
$1.3T
| $82.3M | 0.5% |
+349,764
| New | +$59.7M |
|
57
Lattice Semiconductor
LSCC
$18.5B
| $79.8M | 0.48% |
+1,741,390
| New | +$67.3M |
|
58
Booking.com
BKNG
$161B
| $79.6M | 0.48% |
+893,425
| New | +$69M |
|
59
StoneCo
STNE
$2.58B
| $78.6M | 0.48% |
+936,502
| New | +$62.7M |
|
|
ALXN
60
DELISTED
Alexion Pharmaceuticals
ALXN
| $78.1M | 0.47% |
+500,000
| New | +$64.3M |
|
61
Avantor
AVTR
$9.19B
| $76.5M | 0.46% |
+2,716,676
| New | +$70M |
|
62
Chegg
CHGG
$102M
| $75.8M | 0.46% |
+839,362
| New | +$66.7M |
|
63
LivePerson
LPSN
$32.3M
| $72.8M | 0.44% |
+77,942
| New | +$67M |
|
|
DOCU
64
DocuSign
DOCU
$11.5B
| $71.9M | 0.44% |
+323,390
| New | +$72.6M |
|
|
SYNH
65
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $71.3M | 0.43% |
+1,046,963
| New | +$65.3M |
|
|
AVLR
66
DELISTED
Avalara, Inc.
AVLR
| $70.7M | 0.43% |
+428,979
| New | +$68.6M |
|
67
Elastic
ESTC
$7.81B
| $70.2M | 0.43% |
+480,081
| New | +$59M |
|
68
Monolithic Power Systems
MPWR
$68.9B
| $68.8M | 0.42% |
+187,856
| New | +$60.2M |
|
|
BHVN
69
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $68.8M | 0.42% |
+802,527
| New | +$68M |
|
70
Cytokinetics
CYTK
$10.4B
| $68M | 0.41% |
+3,271,884
| New | +$59.8M |
|
71
Berkshire Hathaway Class B
BRK.B
$1.13T
| $66.9M | 0.41% |
+288,640
| New | +$63.6M |
|
|
CYBR
72
DELISTED
CyberArk
CYBR
| $66.6M | 0.4% |
+411,965
| New | +$47.9M |
|
73
Reinsurance Group of America
RGA
$16.1B
| $65.2M | 0.39% |
+562,500
| New | +$62.8M |
|
74
Vertex Pharmaceuticals
VRTX
$126B
| $65M | 0.39% |
+275,000
| New | +$63.1M |
|
75
Power Integrations
POWI
$3.61B
| $64.5M | 0.39% |
+788,542
| New | +$53.5M |
|
Similar funds
N
TWC
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.