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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
(-15%)
Cap. Flow
-$132M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
330
New
43
Increased
82
Reduced
112
Closed
34
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$164M |
| 2 |
Marvell Technology
MRVL
|
+$135M |
| 3 |
Corning
GLW
|
+$124M |
| 4 |
Celestica
CLS
|
+$112M |
| 5 |
Datadog
DDOG
|
+$110M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$305M |
| 2 |
NVIDIA
NVDA
|
+$187M |
| 3 |
Monolithic Power Systems
MPWR
|
+$148M |
| 4 |
Teradyne
TER
|
+$130M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Protagonist Therapeutics
PTGX
$9.56B
| $13.5M | 0.08% |
350,000
| – | – |
|
177
Union Pacific
UNP
$169B
| $13M | 0.07% |
57,057
-15,453
| -21% | -$3.66M |
|
178
BWX Technologies
BWXT
$13.6B
| $12.8M | 0.07% |
+114,878
| New | +$14M |
|
179
Legend Biotech
LEGN
$3.6B
| $12.4M | 0.07% |
381,873
-114,365
| -23% | -$4.74M |
|
180
Wave Life Sciences
WVE
$902M
| $12.4M | 0.07% |
+1,000,000
| New | +$13.3M |
|
181
US Bancorp
USB
$97.7B
| $12.3M | 0.07% |
+256,960
| New | +$12.6M |
|
182
SS&C Technologies
SSNC
$18.8B
| $12.1M | 0.07% |
159,185
-89,042
| -36% | -$6.66M |
|
183
Arthur J. Gallagher & Co
AJG
$61.6B
| $11.9M | 0.07% |
+41,881
| New | +$12.2M |
|
|
FISV
184
Fiserv Inc
FISV
$27.1B
| $11.7M | 0.07% |
57,151
-62,481
| -52% | -$12.8M |
|
185
Core & Main
CNM
$7.49B
| $11.6M | 0.07% |
228,178
+43,982
| +24% | +$2.07M |
|
186
Ecolab
ECL
$77.2B
| $11.6M | 0.06% |
49,409
+1,111
| +2% | +$276K |
|
187
Caterpillar
CAT
$360B
| $11.4M | 0.06% |
+31,325
| New | +$12.1M |
|
188
Ferguson
FERG
$43.1B
| $11.4M | 0.06% |
65,392
-11,311
| -15% | -$2.25M |
|
|
XYZ
189
Block Inc
XYZ
$47.8B
| $11.1M | 0.06% |
130,931
-23,993
| -15% | -$1.97M |
|
190
Centene
CNC
$34.3B
| $11M | 0.06% |
182,178
-79,326
| -30% | -$4.95M |
|
191
SharkNinja
SN
$22.7B
| $11M | 0.06% |
112,667
+69,411
| +160% | +$7.08M |
|
192
Cisco
CSCO
$434B
| $10.7M | 0.06% |
+180,671
| New | +$10.3M |
|
193
Open Text
OTEX
$5.8B
| $10.7M | 0.06% |
377,405
| – | – |
|
|
ORKA
194
Oruka Therapeutics
ORKA
$6.12B
| $10.7M | 0.06% |
+550,000
| New | +$13.4M |
|
195
Criteo S.A.
CRTO
$855M
| $10.6M | 0.06% |
268,000
-248,495
| -48% | -$9.91M |
|
196
Affiliated Managers Group
AMG
$9.2B
| $10.5M | 0.06% |
56,532
-32,000
| -36% | -$5.97M |
|
197
Canadian Natural Resources
CNQ
$104B
| $10.4M | 0.06% |
261,513
-98,759
| -27% | -$3.33M |
|
198
Roblox
RBLX
$36.6B
| $10.2M | 0.06% |
175,433
-147,695
| -46% | -$7.43M |
|
199
Cellebrite
CLBT
$2.93B
| $9.89M | 0.06% |
448,801
+171,404
| +62% | +$3.3M |
|
200
Littelfuse
LFUS
$10.1B
| $9.73M | 0.05% |
41,271
-14,274
| -26% | -$3.56M |
|
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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.