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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
-3.77%
1 Year Est. Return
+181.11%
3 Year Est. Return
+584.8%
5 Year Est. Return
+777.19%
10 Year Est. Return
–
AUM
$16.4B
AUM Growth
-$1.46B
Cap. Flow
-$404M
Cap. Flow %
-2.46%
Top 10 Hldgs %
27.42%
Holding
322
New
21
Increased
104
Reduced
86
Closed
36

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$247M
2
AMD icon
Advanced Micro Devices
AMD
+$137M
3
CRWD icon
CrowdStrike
CRWD
+$133M
4
SNOW icon
Snowflake
SNOW
+$117M
5
FLEX icon
Flex
FLEX
+$109M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$145M
2
DDOG icon
Datadog
DDOG
+$144M
3
MSFT icon
Microsoft
MSFT
+$135M
4
RDDT icon
Reddit
RDDT
+$123M
5
SHOP icon
Shopify
SHOP
+$120M

Sector Composition

Rank Sector Weight
1 Technology 39.72%
2 Financials 20.29%
3 Healthcare 15.66%
4 Communication Services 11.19%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVLT icon
76
Commault Systems
CVLT
$5.81B
$66.9M 0.41%
423,843
+60,885
+17% +$10M
TCOM icon
77
Trip.com Group
TCOM
$24.6B
$66M 0.4%
1,037,768
+24,928
+2% +$1.63M
ARM icon
78
Arm
ARM
$255B
$65.3M 0.4%
611,759
-152,180
-20% -$21.2M
MA icon
79
Mastercard
MA
$503B
$62.4M 0.38%
113,828
+20,520
+22% +$11.2M
NU icon
80
Nu Holdings
NU
$69.6B
$62.2M 0.38%
6,075,317
+704,907
+13% +$8.33M
MRVL icon
81
Marvell Technology
MRVL
$197B
$60.7M 0.37%
985,171
-715,645
-42% -$69.4M
VRTX icon
82
Vertex Pharmaceuticals
VRTX
$132B
$60.6M 0.37%
125,000
-50,000
-29% -$23.3M
PLTR icon
83
Palantir
PLTR
$416B
$60.1M 0.37%
711,647
+473,385
+199% +$41.6M
ALAB icon
84
Astera Labs
ALAB
$44.6B
$59.1M 0.36%
990,796
+33,365
+3% +$3.09M
INSM icon
85
Insmed
INSM
$27.4B
$55.6M 0.34%
728,755
-1,245
-0.2% -$95.2K
JPM icon
86
JPMorgan Chase
JPM
$931B
$54.9M 0.33%
224,007
-8,355
-4% -$2.13M
MIRM icon
87
Mirum Pharmaceuticals
MIRM
$6.28B
$52.9M 0.32%
1,175,000
+500,000
+74% +$23.6M
BRO icon
88
Brown & Brown
BRO
$22.1B
$52.9M 0.32%
425,000
+12,500
+3% +$1.4M
RNAM
89
DELISTED
Avidity Biosciences
RNAM
$52.8M 0.32%
1,788,868
+516,977
+41% +$16.1M
FSLR icon
90
First Solar
FSLR
$22.3B
$52.7M 0.32%
417,069
+169,320
+68% +$26.4M
IOT icon
91
Samsara
IOT
$25.1B
$52.3M 0.32%
1,365,601
+476,172
+54% +$22.2M
AFL icon
92
Aflac
AFL
$58.7B
$51.1M 0.31%
460,000
– –
IBM icon
93
IBM
IBM
$235B
$50.9M 0.31%
+204,741
New +$50.1M
TRUP icon
94
Trupanion
TRUP
$1.09B
$50.3M 0.31%
1,350,000
+100,000
+8% +$4.16M
MDGL icon
95
Madrigal Pharmaceuticals
MDGL
$12.3B
$49.8M 0.3%
150,220
+12,500
+9% +$4.11M
Z icon
96
Zillow
Z
$7.46B
$49.5M 0.3%
722,617
+270,167
+60% +$20.6M
BPMC
97
DELISTED
Blueprint Medicines
BPMC
$47.9M 0.29%
541,379
-85,000
-14% -$8.29M
BSX icon
98
Boston Scientific
BSX
$65.3B
$47.5M 0.29%
471,113
-3,567
-0.8% -$359K
ELVN icon
99
Enliven Therapeutics
ELVN
$3.99B
$46.5M 0.28%
2,365,294
-24,374
-1% -$525K
NAMS icon
100
NewAmsterdam Pharma
NAMS
$2.67B
$46.1M 0.28%
2,250,000
+500,000
+29% +$11.1M
2 3
4
5 6

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Polar Capital Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Polar Capital Holdings held 322 positions worth $16.4B, down 8.2% from $17.9B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Polar Capital Holdings's Q1 2025 filing shows 21 new, 104 increased, 86 reduced and 36 closed positions. Its largest new stake was Alibaba: 2,143,441 shares worth $283M. The largest sale was Broadcom, an estimated $145M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 43% a quarter earlier, followed by Financials and Healthcare.

  • Polar Capital Holdings's largest Q1 2025 buy was Alibaba: 2,143,441 shares worth $283M.
  • Polar Capital Holdings added most to Advanced Micro Devices in Q1 2025, an estimated $137M increase.
  • Polar Capital Holdings's biggest Q1 2025 reduction was Broadcom, cutting an estimated $145M.
  • Polar Capital Holdings fully exited Datadog in Q1 2025, selling an estimated $144M.
  • Polar Capital Holdings's ten largest holdings make up 27% of its $16.4B portfolio in Q1 2025.
  • Polar Capital Holdings opened 21 new positions and closed 36 in Q1 2025.
  • Polar Capital Holdings's portfolio value fell 8.2% quarter-over-quarter to $16.4B.

Based on Polar Capital Holdings's 13F filing for Q1 2025, filed 15 May 2025.