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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
KSPI icon
151
Kaspi.kz JSC
KSPI
$19.1B
$19.2M 0.12%
+206,442
New +$20.2M
DAWN
152
DELISTED
Day One Biopharmaceuticals
DAWN
$18.6M 0.11%
2,350,000
+2,165,000
+1,170% +$23.3M
CVE icon
153
Cenovus Energy
CVE
$61.4B
$18.3M 0.11%
1,026,015
+8,398
+0.8% +$121K
ETNB
154
DELISTED
89bio
ETNB
$18.2M 0.11%
+2,500,000
New +$21.9M
AJG icon
155
Arthur J. Gallagher & Co
AJG
$61.6B
$18M 0.11%
52,107
+10,226
+24% +$3.23M
GS icon
156
Goldman Sachs
GS
$288B
$17.7M 0.11%
32,346
-3,203
-9% -$1.93M
CRH icon
157
CRH
CRH
$59.2B
$17.6M 0.11%
200,292
-113,676
-36% -$11.2M
PEN icon
158
Penumbra
PEN
$12.6B
$17.2M 0.1%
64,136
+683
+1% +$185K
UBER icon
159
Uber
UBER
$148B
$17.1M 0.1%
234,376
-2,000
-0.8% -$144K
USFD icon
160
US Foods
USFD
$20.5B
$16.8M 0.1%
256,234
-152,703
-37% -$10.4M
AXS icon
161
AXIS Capital
AXS
$7.3B
$16.6M 0.1%
165,614
– –
NDAQ icon
162
Nasdaq
NDAQ
$51.2B
$16.3M 0.1%
214,442
-4,159
-2% -$327K
FWONK icon
163
Liberty Media Series C
FWONK
$24B
$16.2M 0.1%
180,495
– –
SYY icon
164
Sysco
SYY
$40B
$16.2M 0.1%
+215,598
New +$15.8M
DE icon
165
Deere & Co
DE
$182B
$15.9M 0.1%
33,945
+12,182
+56% +$5.7M
H icon
166
Hyatt Hotels
H
$15.4B
$15.7M 0.1%
128,305
– –
CACC icon
167
Credit Acceptance
CACC
$6.27B
$15.7M 0.1%
+30,319
New +$15M
GL icon
168
Globe Life
GL
$13.2B
$14.9M 0.09%
113,447
-35,230
-24% -$4.31M
BRKR icon
169
Bruker
BRKR
$8.14B
$14.1M 0.09%
338,216
+33,026
+11% +$1.72M
EQH icon
170
Equitable Holdings
EQH
$14.6B
$13.8M 0.08%
265,146
+68,240
+35% +$3.57M
ARES icon
171
Ares Management
ARES
$29.9B
$13.8M 0.08%
94,062
+15,135
+19% +$2.62M
LOW icon
172
Lowe's Companies
LOW
$111B
$13.7M 0.08%
58,845
– –
UNP icon
173
Union Pacific
UNP
$169B
$13.5M 0.08%
57,057
– –
SYRE icon
174
Spyre Therapeutics
SYRE
$7.99B
$13.3M 0.08%
825,000
+75,000
+10% +$1.56M
SSNC icon
175
SS&C Technologies
SSNC
$18.8B
$13.3M 0.08%
159,185
– –
5 6
7
8 9

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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.