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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
-3.77%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$16.4B
AUM Growth
-$1.46B
Cap. Flow
-$407M
Cap. Flow %
-2.48%
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
NVDA icon
1
NVIDIA
NVDA
$4.61T
$1.04B 6.33%
9,585,134
+186,698
+2% +$23.7M
META icon
2
Meta Platforms (Facebook)
META
$1.49T
$894M 5.44%
1,550,466
+46,793
+3% +$30.2M
MSFT icon
3
Microsoft
MSFT
$2.91T
$449M 2.73%
1,195,287
-330,143
-22% -$135M
AVGO icon
4
Broadcom
AVGO
$1.76T
$397M 2.42%
2,371,920
-683,651
-22% -$145M
RNR icon
5
RenaissanceRe
RNR
$13.8B
$325M 1.98%
1,353,364
+55,174
+4% +$13.3M
ACGL icon
6
Arch Capital
ACGL
$36.5B
$309M 1.88%
3,213,917
-23,481
-0.7% -$2.17M
AAPL icon
7
Apple
AAPL
$4.96T
$289M 1.76%
1,299,597
-208,059
-14% -$48.2M
BABA icon
8
Alibaba
BABA
$276B
$283M 1.73%
+2,143,441
New +$247M
CYBR
9
DELISTED
CyberArk
CYBR
$262M 1.6%
775,704
+173,472
+29% +$62.4M
FERG icon
10
Ferguson
FERG
$43.8B
$257M 1.56%
59,250
-6,142
-9% -$1.06M
NET icon
11
Cloudflare
NET
$96B
$256M 1.56%
2,270,357
-662,434
-23% -$87.8M
SPOT icon
12
Spotify
SPOT
$108B
$251M 1.53%
456,555
+52,797
+13% +$29.5M
AMZN icon
13
Amazon
AMZN
$2.44T
$226M 1.38%
1,187,512
-497,107
-30% -$108M
CB icon
14
Chubb
CB
$140B
$226M 1.37%
747,000
+12,000
+2% +$3.33M
MRSH
15
Marsh
MRSH
$94.3B
$213M 1.3%
874,000
– –
KLAC icon
16
KLA
KLAC
$222B
$210M 1.28%
3,087,300
+401,430
+15% +$28.9M
WRB icon
17
W.R. Berkley
WRB
$28.1B
$208M 1.27%
2,925,000
– –
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.12T
$206M 1.25%
1,331,126
-534,500
-29% -$96.9M
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.11T
$201M 1.23%
1,287,595
-515,652
-29% -$94.4M
MELI icon
20
Mercado Libre
MELI
$94.5B
$197M 1.2%
100,973
+25,121
+33% +$49.9M
NFLX icon
21
Netflix
NFLX
$307B
$194M 1.18%
2,080,250
+113,220
+6% +$10.8M
AMD icon
22
Advanced Micro Devices
AMD
$701B
$180M 1.1%
1,752,561
+1,231,698
+236% +$137M
PGR icon
23
Progressive
PGR
$128B
$173M 1.06%
612,735
-800
-0.1% -$209K
SNOW icon
24
Snowflake
SNOW
$98.1B
$169M 1.03%
1,153,970
+687,997
+148% +$117M
ESNT icon
25
Essent Group
ESNT
$6.28B
$153M 0.93%
2,650,000
-50,000
-2% -$2.84M
1
2 3 4 5

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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.