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PCH

Polar Capital Holdings Portfolio holdings

AUM $28.2B
1-Year Est. Return 115.26%
This Fund
S&P 500
This Quarter Est. Return
+24.07%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$20.8B
AUM Growth
+$1.67B
Cap. Flow
-$1.54B
Cap. Flow %
-7.41%
Top 10 Hldgs %
31.97%
Holding
303
New
35
Increased
95
Reduced
87
Closed
47

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$155M
2
GLW icon
Corning
GLW
+$153M
3
WDC icon
Western Digital
WDC
+$151M
4
TTMI icon
TTM Technologies
TTMI
+$142M
5
CVNA icon
Carvana
CVNA
+$132M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$215M
2
HOOD icon
Robinhood
HOOD
+$212M
3
SPOT icon
Spotify
SPOT
+$192M
4
VRT icon
Vertiv
VRT
+$184M
5
CYBR
CyberArk
CYBR
+$172M

Sector Composition

Rank Sector Weight
1 Technology 48.38%
2 Financials 15.81%
3 Healthcare 14.85%
4 Communication Services 10.79%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
176
Elevance Health
ELV
$85.5B
$14.7M 0.07%
45,422
-11,352
-20% -$3.53M
IQV icon
177
IQVIA
IQV
$39.3B
$14.4M 0.07%
+75,959
New +$13.8M
CNM icon
178
Core & Main
CNM
$8.71B
$14.2M 0.07%
264,139
+32,857
+14% +$1.99M
CBRE icon
179
CBRE Group
CBRE
$42.9B
$13.9M 0.07%
+88,495
New +$13.7M
AXP icon
180
American Express
AXP
$230B
$13.2M 0.06%
39,810
-33,637
-46% -$10.7M
SYRE icon
181
Spyre Therapeutics
SYRE
$9.25B
$13.2M 0.06%
788,788
+43,788
+6% +$714K
MBC icon
182
MasterBrand
MBC
$1.91B
$13.1M 0.06%
997,406
+424,329
+74% +$5.25M
GL icon
183
Globe Life
GL
$14.3B
$12.8M 0.06%
89,480
+25,697
+40% +$3.48M
RY icon
184
Royal Bank of Canada
RY
$293B
$12.7M 0.06%
69,361
-17,395
-20% -$2.4M
KRRO icon
185
Korro Bio
KRRO
$195M
$12.7M 0.06%
264,694
+14,694
+6% +$326K
JCI icon
186
Johnson Controls International
JCI
$92.2B
$12.5M 0.06%
+113,624
New +$12.1M
URI icon
187
United Rentals
URI
$72.4B
$12.4M 0.06%
12,992
– –
IMNM icon
188
Immunome
IMNM
$2.83B
$12.4M 0.06%
1,058,776
+58,776
+6% +$585K
GOOGL icon
189
CALL
Alphabet (Google) Class A
GOOGL
$4.33T
$12.1M 0.06%
+49,962
New +$10.5M
T icon
190
AT&T
T
$163B
$11.9M 0.06%
+419,692
New +$11.9M
FERG icon
191
Ferguson
FERG
$49.8B
$11M 0.05%
48,808
+1,502
+3% +$340K
U icon
192
Unity
U
$18.9B
$10.6M 0.05%
265,815
-131,779
-33% -$4.89M
VSTM icon
193
Verastem
VSTM
$610M
$9.35M 0.05%
1,058,776
+58,776
+6% +$437K
BNY
194
Bank of New York Mellon
BNY
$107B
$9.22M 0.04%
84,634
-16,696
-16% -$1.7M
MAR icon
195
Marriott International
MAR
$92.3B
$9.09M 0.04%
34,903
+1,074
+3% +$288K
WTS icon
196
Watts Water Technologies
WTS
$13.1B
$8.93M 0.04%
31,985
-10,755
-25% -$2.88M
HIG icon
197
Hartford Financial Services
HIG
$39.3B
$8.93M 0.04%
+66,956
New +$8.59M
BLDR icon
198
Builders FirstSource
BLDR
$8.04B
$8.86M 0.04%
73,088
+2,250
+3% +$298K
COF icon
199
Capital One
COF
$134B
$8.55M 0.04%
40,205
– –
MSFT icon
200
CALL
Microsoft
MSFT
$3.71T
$8.11M 0.04%
+15,650
New +$7.98M
6 7
8
9 10

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Polar Capital Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Polar Capital Holdings held 303 positions worth $20.8B, up 8.8% from $19.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Polar Capital Holdings withdrew a net $1.54B in Q3 2025, closing 47 positions and reducing 87 holdings. Its most notable exit was CyberArk, an estimated $172M position sold in full.

By sector, the portfolio is most concentrated in Technology at 48% of assets, up from 46% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Polar Capital Holdings opened a new position in Western Digital worth $222M.

  • Polar Capital Holdings's largest Q3 2025 buy was Western Digital: 1,847,408 shares worth $222M.
  • Polar Capital Holdings added most to Lam Research in Q3 2025, an estimated $155M increase.
  • Polar Capital Holdings's biggest Q3 2025 reduction was Advanced Micro Devices, cutting an estimated $215M.
  • Polar Capital Holdings fully exited CyberArk in Q3 2025, selling an estimated $172M.
  • Polar Capital Holdings's ten largest holdings make up 32% of its $20.8B portfolio in Q3 2025.
  • Polar Capital Holdings opened 35 new positions and closed 47 in Q3 2025.
  • Polar Capital Holdings's portfolio value rose 8.8% quarter-over-quarter to $20.8B.

Based on Polar Capital Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.