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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
WVE icon
201
Wave Life Sciences
WVE
$902M
$8.11M 0.05%
1,003,500
+3,500
+0.4% +$38.3K
URI icon
202
United Rentals
URI
$61.6B
$8.03M 0.05%
12,818
– –
MAR icon
203
Marriott International
MAR
$88.8B
$7.95M 0.05%
33,375
– –
KVYO icon
204
Klaviyo
KVYO
$4.95B
$7.9M 0.05%
261,157
+93,019
+55% +$3.75M
PI icon
205
Impinj
PI
$5.4B
$7.88M 0.05%
+86,834
New +$9.73M
MBC icon
206
MasterBrand
MBC
$1.44B
$7.48M 0.05%
573,077
– –
BRZE icon
207
Braze
BRZE
$2.91B
$7.38M 0.05%
204,616
+74,625
+57% +$3M
DOCU
208
DocuSign
DOCU
$13B
$7.23M 0.04%
88,881
+13,243
+18% +$1.16M
FHN icon
209
First Horizon
FHN
$11.6B
$7.19M 0.04%
370,005
-5,907
-2% -$122K
MP icon
210
MP Materials
MP
$9.03B
$7.04M 0.04%
288,500
-193,500
-40% -$4.5M
BLDR icon
211
Builders FirstSource
BLDR
$6.48B
$6.58M 0.04%
52,688
– –
AMG icon
212
Affiliated Managers Group
AMG
$9.2B
$6.54M 0.04%
38,944
-17,588
-31% -$3.07M
LFUS icon
213
Littelfuse
LFUS
$10.1B
$6.5M 0.04%
33,027
-8,244
-20% -$1.89M
CSCO icon
214
Cisco
CSCO
$434B
$6.25M 0.04%
101,272
-79,399
-44% -$4.89M
AAPL icon
215
CALL
Apple
AAPL
$4.86T
$6.22M 0.04%
27,985
+1,635
+6% +$379K
MSFT icon
216
CALL
Microsoft
MSFT
$3.75T
$5.97M 0.04%
15,900
+9,400
+145% +$3.83M
LEGN icon
217
Legend Biotech
LEGN
$3.6B
$5.94M 0.04%
175,123
-206,750
-54% -$7.41M
EWTX icon
218
Edgewise Therapeutics
EWTX
$4.85B
$5.5M 0.03%
+250,000
New +$6.56M
IRTC icon
219
iRhythm Holdings
IRTC
$3.78B
$5.21M 0.03%
49,773
– –
XPEV icon
220
XPeng
XPEV
$10.2B
$5M 0.03%
241,300
-316,700
-57% -$5.7M
XMTR icon
221
Xometry
XMTR
$4.94B
$4.74M 0.03%
190,195
-139,616
-42% -$4.39M
XYZ
222
Block Inc
XYZ
$47.8B
$4.65M 0.03%
85,504
-45,427
-35% -$3.39M
CGNX icon
223
Cognex
CGNX
$10.1B
$4.47M 0.03%
150,000
+102,300
+214% +$3.6M
LIVN icon
224
LivaNova
LIVN
$4.44B
$4.43M 0.03%
112,859
+765
+0.7% +$34.3K
KRRO icon
225
Korro Bio
KRRO
$203M
$4.35M 0.03%
250,000
+175,000
+233% +$5.19M
7 8
9
10 11

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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.