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PCH
Polar Capital Holdings Portfolio holdings
AUM
$28.2B
1-Year Est. Return
115.26%
This Fund
S&P 500
This Quarter
Est. Return
+13.06%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$28.2B
AUM Growth
+$2.28B
(+8.8%)
Cap. Flow
+$2B
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
39.21%
Holding
293
New
29
Increased
105
Reduced
90
Closed
51
Top Buys
| 1 |
NVIDIA
NVDA
|
+$387M |
| 2 |
Intel
INTC
|
+$245M |
| 3 |
MACOM Technology Solutions
MTSI
|
+$208M |
| 4 |
FormFactor
FORM
|
+$197M |
| 5 |
Vertiv
VRT
|
+$158M |
Top Sells
| 1 |
SNDK
Sandisk
SNDK
|
+$221M |
| 2 |
Lam Research
LRCX
|
+$215M |
| 3 |
Lumentum
LITE
|
+$170M |
| 4 |
Microsoft
MSFT
|
+$170M |
| 5 |
Applovin
APP
|
+$163M |
Sector Composition
| 1 | Technology | 42.09% |
| 2 | Healthcare | 14.27% |
| 3 | Financials | 11.38% |
| 4 | Communication Services | 5.42% |
| 5 | Industrials | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Trip.com Group
TCOM
$27.5B
| $49.4M | 0.18% |
991,406
-7,623
| -0.8% | -$444K |
|
|
MBX
102
MBX Biosciences
MBX
$2.78B
| $48.4M | 0.17% |
+1,622,186
| New | +$55.2M |
|
103
Berkshire Hathaway Class B
BRK.B
$1.06T
| $48.3M | 0.17% |
100,710
-892
| -0.9% | -$438K |
|
104
CG Oncology
CGON
$6.13B
| $47.7M | 0.17% |
704,461
-394,201
| -36% | -$22.3M |
|
105
Baker Hughes
BKR
$56.1B
| $46.8M | 0.17% |
766,849
+233,155
| +44% | +$13.5M |
|
106
Apogee Therapeutics
APGE
$10.1B
| $45.4M | 0.16% |
539,177
+35,638
| +7% | +$2.59M |
|
107
HCA Healthcare
HCA
$85.6B
| $44.5M | 0.16% |
93,963
+59,208
| +170% | +$29.8M |
|
108
Roivant Sciences
ROIV
$24.4B
| $43.7M | 0.16% |
1,578,308
-1,111,816
| -41% | -$28.6M |
|
109
Skyward Specialty Insurance
SKWD
$2.37B
| $43.7M | 0.16% |
+1,000,000
| New | +$45.4M |
|
110
Neuropace
NPCE
$562M
| $43.4M | 0.15% |
3,298,104
+419,581
| +15% | +$6.29M |
|
111
Trupanion
TRUP
$1.15B
| $41.6M | 0.15% |
1,625,000
+150,000
| +10% | +$4.48M |
|
112
Analog Devices
ADI
$185B
| $41.6M | 0.15% |
130,808
+28,577
| +28% | +$9.09M |
|
113
Marvell Technology
MRVL
$169B
| $41.2M | 0.15% |
415,800
+273,800
| +193% | +$23M |
|
114
Aflac
AFL
$62.6B
| $41.1M | 0.15% |
375,000
-73,000
| -16% | -$8.09M |
|
115
RadNet
RDNT
$4.95B
| $41M | 0.15% |
734,253
+76,202
| +12% | +$5.2M |
|
116
Mineralys Therapeutics
MLYS
$2.39B
| $40.7M | 0.14% |
1,500,749
+99,608
| +7% | +$2.92M |
|
117
Spyre Therapeutics
SYRE
$8.17B
| $40M | 0.14% |
792,847
+52,521
| +7% | +$1.98M |
|
118
RLI Corp
RLI
$5.48B
| $39.2M | 0.14% |
687,500
| – | – |
|
119
Visa
V
$694B
| $37.7M | 0.13% |
124,696
-20,887
| -14% | -$6.72M |
|
120
Thermo Fisher Scientific
TMO
$202B
| $37.3M | 0.13% |
75,980
+14,816
| +24% | +$8.04M |
|
121
Stoke Therapeutics
STOK
$1.81B
| $36.9M | 0.13% |
1,132,511
-136,620
| -11% | -$4.48M |
|
122
Watts Water Technologies
WTS
$11.8B
| $36.7M | 0.13% |
126,505
+81,257
| +180% | +$24.8M |
|
123
CVS Health
CVS
$136B
| $35M | 0.12% |
487,606
+116,624
| +31% | +$8.98M |
|
|
BOW
124
Bowhead Specialty Holdings
BOW
$1,000M
| $33.6M | 0.12% |
1,500,000
+275,000
| +22% | +$6.68M |
|
125
JPMorgan Chase
JPM
$912B
| $33.3M | 0.12% |
113,274
+3,541
| +3% | +$1.07M |
|
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