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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
+31.69%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$19.1B
AUM Growth
+$2.69B
Cap. Flow
-$778M
Cap. Flow %
-4.07%
Top 10 Hldgs %
32.52%
Holding
308
New
28
Increased
96
Reduced
114
Closed
38

Top Buys

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$186M
2
AMD icon
Advanced Micro Devices
AMD
+$154M
3
AVGO icon
Broadcom
AVGO
+$140M
4
STX icon
Seagate
STX
+$113M
5
LRCX icon
Lam Research
LRCX
+$110M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$170M
2
CYBR
CyberArk
CYBR
+$128M
3
ESTC icon
Elastic
ESTC
+$124M
4
META icon
Meta Platforms (Facebook)
META
+$108M
5
TEAM icon
Atlassian
TEAM
+$81.3M

Sector Composition

Rank Sector Weight
1 Technology 46.27%
2 Financials 18.18%
3 Healthcare 13.04%
4 Communication Services 10.53%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNY
201
Bank of New York Mellon
BNY
$107B
$9.23M 0.05%
101,330
-49,756
-33% -$4.23M
OKTA icon
202
Okta
OKTA
$25.8B
$9.11M 0.05%
+91,155
New +$9.74M
MPWR icon
203
Monolithic Power Systems
MPWR
$68.9B
$8.81M 0.05%
12,050
-5,650
-32% -$3.6M
COF icon
204
Capital One
COF
$134B
$8.55M 0.04%
+40,205
New +$7.5M
KVYO icon
205
Klaviyo
KVYO
$4.73B
$8.29M 0.04%
246,812
-14,345
-5% -$454K
BLDR icon
206
Builders FirstSource
BLDR
$8.04B
$8.27M 0.04%
70,838
+18,150
+34% +$2.09M
NDAQ icon
207
Nasdaq
NDAQ
$52.9B
$8.1M 0.04%
90,534
-123,908
-58% -$9.89M
YMAB
208
DELISTED
Y-mAbs Therapeutics
YMAB
$8.07M 0.04%
1,789,800
-41,200
-2% -$185K
DB icon
209
Deutsche Bank
DB
$71.5B
$7.99M 0.04%
+255,066
New +$6.74M
GL icon
210
Globe Life
GL
$14.3B
$7.93M 0.04%
63,783
-49,664
-44% -$6.03M
QGEN icon
211
Qiagen
QGEN
$8.72B
$7.91M 0.04%
+154,067
New +$6.7M
AMG icon
212
Affiliated Managers Group
AMG
$9.76B
$7.77M 0.04%
39,473
+529
+1% +$91.8K
LFUS icon
213
Littelfuse
LFUS
$11.6B
$7.59M 0.04%
33,476
+449
+1% +$88.6K
SITM icon
214
SiTime
SITM
$21.8B
$7.14M 0.04%
33,519
-20,402
-38% -$3.69M
C icon
215
Citigroup
C
$226B
$6.78M 0.04%
79,602
-96,240
-55% -$6.96M
WVE icon
216
Wave Life Sciences
WVE
$1.2B
$6.52M 0.03%
1,003,500
– –
MP icon
217
MP Materials
MP
$9.1B
$6.44M 0.03%
193,500
-95,000
-33% -$2.42M
MBC icon
218
MasterBrand
MBC
$1.91B
$6.26M 0.03%
573,077
– –
ARES icon
219
Ares Management
ARES
$30.9B
$6.26M 0.03%
36,137
-57,925
-62% -$9.16M
EQH icon
220
Equitable Holdings
EQH
$14.1B
$6.04M 0.03%
107,591
-157,555
-59% -$8.1M
ADSK icon
221
Autodesk
ADSK
$52.6B
$5.82M 0.03%
18,800
-16,000
-46% -$4.54M
LIN icon
222
Linde
LIN
$226B
$5.12M 0.03%
10,910
-7,622
-41% -$3.48M
FHN icon
223
First Horizon
FHN
$12.1B
$4.91M 0.03%
231,600
-138,405
-37% -$2.64M
ON icon
224
ON Semiconductor
ON
$31.6B
$4.85M 0.03%
+92,500
New +$4.02M
BRZE icon
225
Braze
BRZE
$2.99B
$4.37M 0.02%
155,508
-49,108
-24% -$1.55M
7 8
9
10 11

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Polar Capital Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Polar Capital Holdings held 308 positions worth $19.1B, up 16% from $16.4B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Polar Capital Holdings withdrew a net $778M in Q2 2025, closing 38 positions and reducing 114 holdings. Its most notable exit was Elastic, an estimated $124M position sold in full.

By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 40% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Polar Capital Holdings opened a new position in Seagate worth $158M.

  • Polar Capital Holdings's largest Q2 2025 buy was Seagate: 1,094,519 shares worth $158M.
  • Polar Capital Holdings added most to Vertiv in Q2 2025, an estimated $186M increase.
  • Polar Capital Holdings's biggest Q2 2025 reduction was Alibaba, cutting an estimated $170M.
  • Polar Capital Holdings fully exited Elastic in Q2 2025, selling an estimated $124M.
  • Polar Capital Holdings's ten largest holdings make up 33% of its $19.1B portfolio in Q2 2025.
  • Polar Capital Holdings opened 28 new positions and closed 38 in Q2 2025.
  • Polar Capital Holdings's portfolio value rose 16% quarter-over-quarter to $19.1B.

Based on Polar Capital Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.