Polar Capital Holdings Plc Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$22.2T
Holdings
456
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (456 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFERGUSON PLC NEW | 278,548 | $4.7T | 21.16% | |
| 2 | AAPLAPPLE INC | 7,708,940 | $1.3T | 6.07% | Call |
| 3 | MSFTMICROSOFT CORP | 3,619,204 | $1.1T | 5.03% | |
| 4 | GOOGALPHABET INC | 202,073 | $564.4B | 2.55% | |
| 5 | GOOGLALPHABET INC | 185,865 | $517.0B | 2.33% | |
| 6 | NVDANVIDIA CORPORATION | 1,693,500 | $462.1B | 2.09% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 3,670,237 | $401.3B | 1.81% | |
| 8 | AMZNAMAZON COM INC | 94,270 | $307.3B | 1.39% | |
| 9 | ACGLARCH CAP GROUP LTD | 5,376,273 | $260.3B | 1.17% | |
| 10 | SNAPSNAP INC | 7,114,814 | $256.1B | 1.16% | |
| 11 | NOWSERVICENOW INC | 429,477 | $239.2B | 1.08% | |
| 12 | CBCHUBB LIMITED | 1,049,576 | $224.5B | 1.01% | |
| 13 | MRVLMARVELL TECHNOLOGY INC | 2,968,605 | $212.9B | 0.96% | |
| 14 | MRSHMARSH & MCLENNAN COS INC | 1,151,757 | $196.3B | 0.89% | |
| 15 | ANETEURARISTA NETWORKS INC | 1,282,844 | $178.3B | 0.80% | |
| 16 | MUMICRON TECHNOLOGY INC | 2,167,728 | $168.8B | 0.76% | |
| 17 | KLACKLA CORP | 454,081 | $166.2B | 0.75% | |
| 18 | AMATAPPLIED MATLS INC | 1,234,498 | $162.7B | 0.73% | |
| 19 | CRWDCROWDSTRIKE HLDGS INC | 703,293 | $159.7B | 0.72% | |
| 20 | HZNPHORIZON THERAPEUTICS PUB L | 1,492,989 | $157.1B | 0.71% | |
| 21 | ZEN1EURZENDESK INC | 1,232,949 | $148.3B | 0.67% | |
| 22 | METAMETA PLATFORMS INC | 665,913 | $148.1B | 0.67% | |
| 23 | —BIOHAVEN PHARMACTL HLDG CO L | 1,236,609 | $146.6B | 0.66% | |
| 24 | MKLMARKEL CORP | 98,750 | $145.7B | 0.66% | |
| 25 | HUBSHUBSPOT INC | 306,228 | $145.4B | 0.66% | |
| 26 | LSCCLATTICE SEMICONDUCTOR CORP | 2,277,869 | $138.8B | 0.63% | |
| 27 | PSTGPURE STORAGE INC | 3,919,672 | $138.4B | 0.62% | |
| 28 | YUSDALLEGHANY CORP MD | 162,000 | $137.2B | 0.62% | |
| 29 | RNRRENAISSANCERE HLDGS LTD | 839,281 | $133.0B | 0.60% | |
| 30 | FIVNFIVE9 INC | 1,184,388 | $130.8B | 0.59% | |
| 31 | ABNBAIRBNB INC | 760,951 | $130.7B | 0.59% | |
| 32 | TRVTRAVELERS COMPANIES INC | 669,178 | $122.3B | 0.55% | |
| 33 | CYBRCYBERARK SOFTWARE LTD | 709,998 | $119.8B | 0.54% | |
| 34 | WRBBERKLEY W R CORP | 1,783,125 | $118.7B | 0.54% | |
| 35 | CYTKCYTOKINETICS INC | 3,181,300 | $117.1B | 0.53% | |
| 36 | QCOMQUALCOMM INC | 742,397 | $113.5B | 0.51% | |
| 37 | TSLATESLA INC | 102,068 | $110.0B | 0.50% | |
| 38 | AONAON PLC | 337,500 | $109.9B | 0.50% | |
| 39 | TRIPTRIPADVISOR INC | 3,869,871 | $105.0B | 0.47% | |
| 40 | ONON SEMICONDUCTOR CORP | 1,645,688 | $103.0B | 0.46% | |
| 41 | MAMASTERCARD INCORPORATED | 287,913 | $102.9B | 0.46% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 288,820 | $101.9B | 0.46% | |
| 43 | ESTCELASTIC N V | 1,139,191 | $101.3B | 0.46% | |
| 44 | REGNREGENERON PHARMACEUTICALS | 145,000 | $101.3B | 0.46% | |
| 45 | UUNITY SOFTWARE INC | 1,010,656 | $100.3B | 0.45% | |
| 46 | ESNTESSENT GROUP LTD | 2,387,500 | $98.4B | 0.44% | |
| 47 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,092,045 | $98.2B | 0.44% | |
| 48 | STESTERIS PLC | 397,200 | $96.0B | 0.43% | |
| 49 | BSXBOSTON SCIENTIFIC CORP | 2,156,268 | $95.5B | 0.43% | |
| 50 | ADBEADOBE SYSTEMS INCORPORATED | 206,983 | $94.3B | 0.43% | |
| 51 | PANWPALO ALTO NETWORKS INC | 148,818 | $92.6B | 0.42% | |
| 52 | UNHUNITEDHEALTH GROUP INC | 179,730 | $91.7B | 0.41% | |
| 53 | MPWRMONOLITHIC PWR SYS INC | 188,399 | $91.5B | 0.41% | |
| 54 | TWLOTWILIO INC | 554,902 | $91.5B | 0.41% | |
| 55 | MTCHMATCH GROUP INC NEW | 840,157 | $91.4B | 0.41% | |
| 56 | SNPSSYNOPSYS INC | 267,979 | $89.3B | 0.40% | |
| 57 | SHOPSHOPIFY INC | 128,257 | $86.7B | 0.39% | |
| 58 | SGENUSDSEAGEN INC | 590,748 | $85.1B | 0.38% | |
| 59 | TENBTENABLE HLDGS INC | 1,460,900 | $84.4B | 0.38% | |
| 60 | NFLXNETFLIX INC | 224,627 | $84.1B | 0.38% | |
| 61 | INCYINCYTE CORP | 1,012,386 | $80.4B | 0.36% | |
| 62 | OKTAOKTA INC | 529,473 | $79.9B | 0.36% | |
| 63 | SITMSITIME CORP | 319,088 | $79.1B | 0.36% | |
| 64 | NVSTENVISTA HOLDINGS CORPORATION | 1,614,543 | $78.6B | 0.35% | |
| 65 | VRTXVERTEX PHARMACEUTICALS INC | 300,280 | $78.4B | 0.35% | |
| 66 | MDBMONGODB INC | 175,936 | $78.0B | 0.35% | |
| 67 | ACHCACADIA HEALTHCARE COMPANY IN | 1,172,739 | $76.8B | 0.35% | |
| 68 | REEVEREST RE GROUP LTD | 253,250 | $76.3B | 0.34% | |
| 69 | BABAALIBABA GROUP HLDG LTD | 688,864 | $74.9B | 0.34% | |
| 70 | COOCOOPER COS INC | 172,504 | $72.0B | 0.33% | |
| 71 | NBIXNEUROCRINE BIOSCIENCES INC | 759,287 | $71.2B | 0.32% | |
| 72 | NETCLOUDFLARE INC | 587,006 | $70.3B | 0.32% | |
| 73 | SMARGBPSMARTSHEET INC | 1,268,463 | $69.5B | 0.31% | |
| 74 | PGRPROGRESSIVE CORP | 609,250 | $69.4B | 0.31% | |
| 75 | CVSCVS HEALTH CORP | 685,444 | $69.4B | 0.31% | |
| 76 | MOHMOLINA HEALTHCARE INC | 205,723 | $68.6B | 0.31% | |
| 77 | SEDGSOLAREDGE TECHNOLOGIES INC | 209,590 | $67.6B | 0.30% | |
| 78 | RGAREINSURANCE GRP OF AMERICA I | 615,000 | $67.3B | 0.30% | |
| 79 | UTHUNITED THERAPEUTICS CORP DEL | 373,380 | $67.0B | 0.30% | |
| 80 | XENEXENON PHARMACEUTICALS INC | 2,190,059 | $67.0B | 0.30% | |
| 81 | WDAYWORKDAY INC | 275,106 | $65.9B | 0.30% | |
| 82 | AVTRAVANTOR INC | 1,902,503 | $64.3B | 0.29% | |
| 83 | BUWABIO RAD LABS INC | 111,796 | $63.0B | 0.28% | |
| 84 | EHCENCOMPASS HEALTH CORP | 880,823 | $62.6B | 0.28% | |
| 85 | ZMZOOM VIDEO COMMUNICATIONS IN | 526,327 | $61.7B | 0.28% | |
| 86 | PWIPOWER INTEGRATIONS INC | 656,640 | $60.9B | 0.27% | |
| 87 | RBLXROBLOX CORP | 1,315,246 | $60.8B | 0.27% | |
| 88 | KRNTKORNIT DIGITAL LTD | 733,398 | $60.6B | 0.27% | |
| 89 | SNOWSNOWFLAKE INC | 246,435 | $56.5B | 0.25% | |
| 90 | LIVNLIVANOVA PLC | 687,395 | $56.3B | 0.25% | |
| 91 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,617,733 | $56.2B | 0.25% | |
| 92 | ATRAPTARGROUP INC | 471,204 | $55.4B | 0.25% | |
| 93 | GMEDGLOBUS MED INC | 727,918 | $53.7B | 0.24% | |
| 94 | EX9EXELIXIS INC | 2,360,447 | $53.5B | 0.24% | |
| 95 | JNJJOHNSON & JOHNSON | 300,975 | $53.3B | 0.24% | |
| 96 | OPCHOPTION CARE HEALTH INC | 1,747,020 | $49.9B | 0.23% | |
| 97 | TELTE CONNECTIVITY LTD | 374,152 | $49.0B | 0.22% | |
| 98 | RVNCEURREVANCE THERAPEUTICS INC | 2,456,497 | $47.9B | 0.22% | |
| 99 | AMBAAMBARELLA INC | 442,887 | $46.5B | 0.21% | |
| 100 | AXNX*AXONICS INC | 710,336 | $44.5B | 0.20% |
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