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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
PLTR icon
151
Palantir
PLTR
$416B
$18M 0.1%
238,262
-118,171
-33% -$6.88M
C icon
152
Citigroup
C
$228B
$18M 0.1%
255,085
+120,701
+90% +$8.14M
BRKR icon
153
Bruker
BRKR
$8.14B
$17.9M 0.1%
305,190
-12,311
-4% -$728K
SYRE icon
154
Spyre Therapeutics
SYRE
$7.99B
$17.5M 0.1%
750,000
+250,000
+50% +$7.33M
NDAQ icon
155
Nasdaq
NDAQ
$51.2B
$16.9M 0.09%
218,601
+17,099
+8% +$1.32M
FWONK icon
156
Liberty Media Series C
FWONK
$24B
$16.7M 0.09%
180,495
– –
GL icon
157
Globe Life
GL
$13.2B
$16.6M 0.09%
148,677
+35,121
+31% +$3.79M
MKSI icon
158
MKS Inc
MKSI
$18.1B
$16.3M 0.09%
156,477
– –
LIN icon
159
Linde
LIN
$214B
$16.3M 0.09%
38,865
-12,190
-24% -$5.56M
ELV icon
160
Elevance Health
ELV
$90.8B
$16.2M 0.09%
44,012
– –
ALC icon
161
Alcon
ALC
$32.7B
$16M 0.09%
198,355
-17,308
-8% -$1.56M
FFIV icon
162
F5
FFIV
$23.3B
$15.8M 0.09%
+62,787
New +$15M
BLK icon
163
Blackrock
BLK
$167B
$15.3M 0.09%
+14,932
New +$15.2M
ATR icon
164
AptarGroup
ATR
$7.94B
$15.2M 0.09%
96,930
-40,277
-29% -$6.73M
PEN icon
165
Penumbra
PEN
$12.5B
$15.1M 0.08%
63,453
-27,383
-30% -$6.23M
TSEM icon
166
Tower Semiconductor
TSEM
$21.6B
$14.8M 0.08%
+287,818
New +$13.5M
AXS icon
167
AXIS Capital
AXS
$7.3B
$14.7M 0.08%
165,614
-17,313
-9% -$1.48M
LOW icon
168
Lowe's Companies
LOW
$111B
$14.5M 0.08%
58,845
– –
YMAB
169
DELISTED
Y-mAbs Therapeutics
YMAB
$14.3M 0.08%
1,831,000
– –
UBER icon
170
Uber
UBER
$148B
$14.3M 0.08%
236,376
+59,006
+33% +$4.21M
XMTR icon
171
Xometry
XMTR
$4.94B
$14.1M 0.08%
+329,811
New +$9.33M
ALL icon
172
Allstate
ALL
$64.2B
$14M 0.08%
72,498
+8,458
+13% +$1.64M
ARES icon
173
Ares Management
ARES
$29.9B
$14M 0.08%
78,927
-59
-0.1% -$10.1K
ACHC icon
174
Acadia Healthcare
ACHC
$2.64B
$13.9M 0.08%
349,761
-34,818
-9% -$1.57M
EXAS
175
DELISTED
Exact Sciences
EXAS
$13.8M 0.08%
+245,402
New +$15.3M
5 6
7
8 9

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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.