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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
EXAS
176
DELISTED
Exact Sciences
EXAS
$12.8M 0.08%
296,217
+50,815
+21% +$2.57M
BNY
177
Bank of New York Mellon
BNY
$107B
$12.7M 0.08%
+151,086
New +$12.7M
FISV
178
Fiserv Inc
FISV
$27.1B
$12.6M 0.08%
57,151
– –
CHRW icon
179
C.H. Robinson
CHRW
$17.9B
$12.6M 0.08%
122,707
+54,258
+79% +$5.48M
MKSI icon
180
MKS Inc
MKSI
$18.1B
$12.5M 0.08%
156,477
– –
C icon
181
Citigroup
C
$228B
$12.5M 0.08%
175,842
-79,243
-31% -$6.04M
DFS
182
DELISTED
Discover Financial Services
DFS
$12.4M 0.08%
72,723
+25,222
+53% +$4.61M
STVN icon
183
Stevanato
STVN
$5.71B
$12.3M 0.07%
601,724
-273,089
-31% -$5.81M
CAT icon
184
Caterpillar
CAT
$360B
$11.8M 0.07%
35,773
+4,448
+14% +$1.58M
FFIV icon
185
F5
FFIV
$23.3B
$11.6M 0.07%
43,463
-19,324
-31% -$5.4M
CLBT icon
186
Cellebrite
CLBT
$2.93B
$11.4M 0.07%
585,751
+136,950
+31% +$2.88M
CNC icon
187
Centene
CNC
$34.3B
$11.1M 0.07%
182,178
– –
CNM icon
188
Core & Main
CNM
$7.49B
$11M 0.07%
228,178
– –
ORKA
189
Oruka Therapeutics
ORKA
$6.12B
$10.8M 0.07%
1,050,000
+500,000
+91% +$6.24M
MPWR icon
190
Monolithic Power Systems
MPWR
$56.2B
$10.3M 0.06%
17,700
+16,700
+1,670% +$10.5M
LITE icon
191
Lumentum
LITE
$74.9B
$10.1M 0.06%
162,400
+48,500
+43% +$3.73M
OTEX icon
192
Open Text
OTEX
$5.8B
$9.8M 0.06%
302,405
-75,000
-20% -$2.06M
BLK icon
193
Blackrock
BLK
$167B
$9.63M 0.06%
10,172
-4,760
-32% -$4.67M
U icon
194
Unity
U
$19.1B
$9.48M 0.06%
+483,819
New +$10.9M
ETN icon
195
Eaton
ETN
$153B
$9.45M 0.06%
34,748
-72,423
-68% -$22.6M
SN icon
196
SharkNinja
SN
$22.7B
$9.4M 0.06%
112,667
– –
ADSK icon
197
Autodesk
ADSK
$47.8B
$9.11M 0.06%
34,800
+3,050
+10% +$867K
LIN icon
198
Linde
LIN
$214B
$8.63M 0.05%
18,532
-20,333
-52% -$9.15M
SITM icon
199
SiTime
SITM
$16.8B
$8.24M 0.05%
53,921
+21,290
+65% +$4.08M
YMAB
200
DELISTED
Y-mAbs Therapeutics
YMAB
$8.11M 0.05%
1,831,000
– –
6 7
8
9 10

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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.