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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
VTEX icon
126
VTEX
VTEX
$595M
$30.8M 0.17%
5,229,168
+936,551
+22% +$6.14M
BAC icon
127
Bank of America
BAC
$416B
$30.6M 0.17%
+696,463
New +$30.6M
WMT icon
128
Walmart Inc
WMT
$865B
$30.6M 0.17%
338,186
+7,616
+2% +$661K
TBBB icon
129
BBB Foods
TBBB
$6.08B
$29.3M 0.16%
1,036,375
-355,816
-26% -$11.1M
CRH icon
130
CRH
CRH
$59.2B
$29M 0.16%
313,968
-10,247
-3% -$986K
MIRM icon
131
Mirum Pharmaceuticals
MIRM
$6.28B
$27.9M 0.16%
675,000
– –
CGON icon
132
CG Oncology
CGON
$6.41B
$27.7M 0.16%
967,055
– –
USFD icon
133
US Foods
USFD
$20.5B
$27.6M 0.15%
408,937
– –
AXP icon
134
American Express
AXP
$221B
$27.4M 0.15%
92,177
+61,334
+199% +$17.6M
PLRX icon
135
Pliant Therapeutics
PLRX
$72.4M
$26.5M 0.15%
2,015,000
– –
BKNG icon
136
Booking.com
BKNG
$132B
$25.7M 0.14%
129,450
+17,800
+16% +$3.42M
ESTA icon
137
Establishment Labs
ESTA
$2.14B
$25.2M 0.14%
546,519
– –
DXCM icon
138
DexCom
DXCM
$31.3B
$23.5M 0.13%
302,456
+134,956
+81% +$9.99M
GDDY icon
139
GoDaddy
GDDY
$13.2B
$22.3M 0.12%
+112,847
New +$20.6M
ADI icon
140
Analog Devices
ADI
$175B
$22M 0.12%
103,517
+14,350
+16% +$3.17M
AGIO icon
141
Agios Pharmaceuticals
AGIO
$2.01B
$20.6M 0.12%
627,036
-375,000
-37% -$17.6M
DOCS icon
142
Doximity
DOCS
$4.7B
$20.4M 0.11%
382,695
+262,695
+219% +$12.9M
GS icon
143
Goldman Sachs
GS
$288B
$20.4M 0.11%
35,549
+14,483
+69% +$8.08M
H icon
144
Hyatt Hotels
H
$15.4B
$20.1M 0.11%
128,305
+18,554
+17% +$2.88M
CVE icon
145
Cenovus Energy
CVE
$61.4B
$19.8M 0.11%
1,017,617
– –
QCOM icon
146
Qualcomm
QCOM
$192B
$19.7M 0.11%
128,516
-448,633
-78% -$73.4M
BOW
147
Bowhead Specialty Holdings
BOW
$1.11B
$19.5M 0.11%
550,000
+338,738
+160% +$11.1M
STVN icon
148
Stevanato
STVN
$5.71B
$19.1M 0.11%
874,813
+217,623
+33% +$4.36M
PODD icon
149
Insulet
PODD
$9.56B
$19M 0.11%
72,871
-54,333
-43% -$13.7M
DOX icon
150
Amdocs
DOX
$6.41B
$19M 0.11%
222,900
– –
4 5
6
7 8

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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.