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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
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
TWLO icon
76
Twilio
TWLO
$34.9B
$60.9M 0.34%
+563,929
New +$51.5M
TRUP icon
77
Trupanion
TRUP
$1.09B
$60.3M 0.34%
1,250,000
-50,000
-4% -$2.57M
MLTX icon
78
MoonLake Immunotherapeutics
MLTX
$1.06B
$59.6M 0.33%
1,100,000
+600,000
+120% +$30.6M
ESTC icon
79
Elastic
ESTC
$8.76B
$56.2M 0.31%
567,120
-125,000
-18% -$11.6M
UNH icon
80
UnitedHealth
UNH
$344B
$55.7M 0.31%
110,116
-11,807
-10% -$6.71M
JPM icon
81
JPMorgan Chase
JPM
$931B
$55.7M 0.31%
232,362
-17,581
-7% -$4.09M
NU icon
82
Nu Holdings
NU
$69.6B
$55.6M 0.31%
5,370,410
+1,557,402
+41% +$20.7M
PDD icon
83
Pinduoduo
PDD
$113B
$55.2M 0.31%
569,612
+39,717
+7% +$4.62M
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.1T
$54.9M 0.31%
121,056
+11,270
+10% +$5.2M
CVLT icon
85
Commault Systems
CVLT
$5.39B
$54.8M 0.31%
362,958
+234,477
+182% +$37.7M
BPMC
86
DELISTED
Blueprint Medicines
BPMC
$54.6M 0.31%
626,379
-250,626
-29% -$23M
SWTX
87
DELISTED
SpringWorks Therapeutics
SWTX
$54.2M 0.3%
1,500,000
– –
ELVN icon
88
Enliven Therapeutics
ELVN
$3.99B
$53.8M 0.3%
2,389,668
+1,739,668
+268% +$45.1M
SE icon
89
Sea Limited
SE
$66.6B
$53M 0.3%
499,353
-121,319
-20% -$12.8M
INSM icon
90
Insmed
INSM
$28.3B
$50.4M 0.28%
730,000
+50,000
+7% +$3.6M
APLS
91
DELISTED
Apellis Pharmaceuticals
APLS
$50.3M 0.28%
1,577,175
+495,175
+46% +$14.9M
MA icon
92
Mastercard
MA
$499B
$49.1M 0.27%
93,308
+4,677
+5% +$2.42M
EA
93
DELISTED
Electronic Arts
EA
$48.8M 0.27%
+333,602
New +$51.3M
HGTY icon
94
Hagerty
HGTY
$1.51B
$48.3M 0.27%
5,000,000
– –
AFL icon
95
Aflac
AFL
$57.8B
$47.6M 0.27%
460,000
– –
AVDL
96
DELISTED
Avadel Pharmaceuticals
AVDL
$46.4M 0.26%
4,414,200
-419,828
-9% -$5.1M
FN icon
97
Fabrinet
FN
$14.9B
$46M 0.26%
209,294
-139,331
-40% -$33.6M
MNDY icon
98
monday.com
MNDY
$4.06B
$45.7M 0.26%
194,010
-46,035
-19% -$12.8M
NAMS icon
99
NewAmsterdam Pharma
NAMS
$2.73B
$45M 0.25%
1,750,000
+245,000
+16% +$5.2M
VRNS icon
100
Varonis Systems
VRNS
$5.18B
$44.6M 0.25%
1,003,524
-346,204
-26% -$18M
2 3
4
5 6

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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.