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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
TBBB icon
126
BBB Foods
TBBB
$6.08B
$28.8M 0.18%
1,081,091
+44,716
+4% +$1.25M
VTEX icon
127
VTEX
VTEX
$595M
$27.6M 0.17%
5,443,476
+214,308
+4% +$1.22M
RVMD icon
128
Revolution Medicines
RVMD
$44B
$26.5M 0.16%
750,665
– –
RYTM icon
129
Rhythm Pharmaceuticals
RYTM
$7.05B
$26.5M 0.16%
500,000
-1,000,000
-67% -$55.5M
RBLX icon
130
Roblox
RBLX
$36.6B
$26.3M 0.16%
451,392
+275,959
+157% +$17.3M
CGON icon
131
CG Oncology
CGON
$6.41B
$25.5M 0.16%
1,042,860
+75,805
+8% +$2.13M
CLDX icon
132
Celldex Therapeutics
CLDX
$3.08B
$25.5M 0.16%
1,403,435
-162,396
-10% -$3.63M
CAH icon
133
Cardinal Health
CAH
$54.6B
$25.4M 0.15%
+184,621
New +$23.5M
ROIV icon
134
Roivant Sciences
ROIV
$29.6B
$25.2M 0.15%
2,500,000
-1,000,000
-29% -$10.8M
ELV icon
135
Elevance Health
ELV
$90.8B
$24.4M 0.15%
56,012
+12,000
+27% +$4.82M
BKNG icon
136
Booking.com
BKNG
$132B
$23.9M 0.15%
129,450
– –
RARE icon
137
Ultragenyx Pharmaceutical
RARE
$1.34B
$23.6M 0.14%
+651,383
New +$27.1M
MNDY icon
138
monday.com
MNDY
$4.06B
$22.9M 0.14%
94,041
-99,969
-52% -$26.4M
ATR icon
139
AptarGroup
ATR
$7.94B
$22.6M 0.14%
152,521
+55,591
+57% +$8.37M
PODD icon
140
Insulet
PODD
$9.56B
$22.4M 0.14%
85,419
+12,548
+17% +$3.4M
IBKR icon
141
Interactive Brokers
IBKR
$41.1B
$22.4M 0.14%
540,184
-353,448
-40% -$17.5M
BOW
142
Bowhead Specialty Holdings
BOW
$1.11B
$22.4M 0.14%
550,000
– –
ESTA icon
143
Establishment Labs
ESTA
$2.14B
$22.3M 0.14%
546,519
– –
WMT icon
144
Walmart Inc
WMT
$865B
$22.3M 0.14%
253,750
-84,436
-25% -$7.92M
ALC icon
145
Alcon
ALC
$32.7B
$20.9M 0.13%
239,465
+41,110
+21% +$3.69M
APGE
146
DELISTED
Apogee Therapeutics
APGE
$20.5M 0.13%
+550,000
New +$21.3M
DOX icon
147
Amdocs
DOX
$6.41B
$20.4M 0.12%
222,900
– –
AXP icon
148
American Express
AXP
$221B
$20.2M 0.12%
74,941
-17,236
-19% -$5.09M
QCOM icon
149
Qualcomm
QCOM
$192B
$19.7M 0.12%
128,516
– –
ECL icon
150
Ecolab
ECL
$77.2B
$19.2M 0.12%
75,892
+26,483
+54% +$6.68M
4 5
6
7 8

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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.