Polar Capital Holdings Plc Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$13.7B

Holdings

290

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (290 positions)

StockValue
MSFTMICROSOFT CORP
$796.0M
AAPLAPPLE INC
$663.0M
NVDANVIDIA CORPORATION
$404.0M
AMDADVANCED MICRO DEVICES INC
$379.0M
ACGLARCH CAP GROUP LTD
$265.0M
GOOGALPHABET INC
$256.0M
GOOGLALPHABET INC
$233.0M
RNRRENAISSANCERE HLDGS LTD
$204.0M
METAMETA PLATFORMS INC
$203.0M
CBCHUBB LIMITED
$186.0M
NOWSERVICENOW INC
$186.0M
HUBSHUBSPOT INC
$183.0M
MRSHMARSH & MCLENNAN COS INC
$181.0M
MPWRMONOLITHIC PWR SYS INC
$168.0M
VVISA INC
$161.0M
LSCCLATTICE SEMICONDUCTOR CORP
$160.0M
KLACKLA CORP
$156.0M
ANETEURARISTA NETWORKS INC
$146.0M
PANWPALO ALTO NETWORKS INC
$140.0M
QCOMQUALCOMM INC
$136.0M
RVNCEURREVANCE THERAPEUTICS INC
$134.0M
CRWDCROWDSTRIKE HLDGS INC
$132.0M
AMZNAMAZON COM INC
$131.0M
WDAYWORKDAY INC
$125.0M
ONON SEMICONDUCTOR CORP
$121.0M
ESNTESSENT GROUP LTD
$118.0M
VRTXVERTEX PHARMACEUTICALS INC
$118.0M
WRBBERKLEY W R CORP
$114.0M
CYBRCYBERARK SOFTWARE LTD
$113.0M
SGENUSDSEAGEN INC
$111.0M
NETCLOUDFLARE INC
$110.0M
UBERUBER TECHNOLOGIES INC
$107.0M
TRVTRAVELERS COMPANIES INC
$105.0M
MAMASTERCARD INCORPORATED
$104.0M
SHOPSHOPIFY INC
$102.0M
REEVEREST RE GROUP LTD
$100.0M
DC4DEXCOM INC
$99.0M
ISRGINTUITIVE SURGICAL INC
$97.0M
LEGNLEGEND BIOTECH CORP
$95.0M
CYTKCYTOKINETICS INC
$91.0M
AONAON PLC
$91.0M
TERTERADYNE INC
$90.0M
ABNBAIRBNB INC
$88.0M
CLVTRIP COM GROUP LTD
$88.0M
ADIANALOG DEVICES INC
$87.0M
BABAALIBABA GROUP HLDG LTD
$86.0M
BIDUNBAIDU INC
$86.0M
PGRPROGRESSIVE CORP
$85.0M
TCE2CELLDEX THERAPEUTICS INC NEW
$81.0M
ALKSALKERMES PLC
$81.0M
INCYINCYTE CORP
$79.0M
CRMSALESFORCE INC
$77.0M
RGAREINSURANCE GRP OF AMERICA I
$75.0M
ACHCACADIA HEALTHCARE COMPANY IN
$75.0M
RBLXROBLOX CORP
$73.0M
UTHUNITED THERAPEUTICS CORP DEL
$72.0M
FSLRFIRST SOLAR INC
$71.0M
BUWABIO RAD LABS INC
$70.0M
BIIBBIOGEN INC
$69.0M
MRVLMARVELL TECHNOLOGY INC
$65.0M
CFLTCONFLUENT INC
$64.0M
EX9EXELIXIS INC
$64.0M
INSPINSPIRE MED SYS INC
$62.0M
ALNYALNYLAM PHARMACEUTICALS INC
$62.0M
BSXBOSTON SCIENTIFIC CORP
$62.0M
JNJJOHNSON & JOHNSON
$62.0M
HCAHCA HEALTHCARE INC
$61.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$61.0M
OPCHOPTION CARE HEALTH INC
$61.0M
SITMSITIME CORP
$56.0M
TRIPTRIPADVISOR INC
$55.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$55.0M
SNYSANOFI
$54.0M
RYANRYAN SPECIALTY HOLDINGS INC
$53.0M
FAFFIRST AMERN FINL CORP
$52.0M
PINSPINTEREST INC
$52.0M
ABBVABBVIE INC
$51.0M
SUPNSUPERNUS PHARMACEUTICALS INC
$50.0M
TSLATESLA INC
$50.0M
SMARGBPSMARTSHEET INC
$49.0M
SNOWSNOWFLAKE INC
$48.0M
PLRXPLIANT THERAPEUTICS INC
$47.0M
LLYLILLY ELI & CO
$47.0M
TRUPTRUPANION INC
$47.0M
ATVIEURACTIVISION BLIZZARD INC
$45.0M
SESEA LTD
$42.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$41.0M
JPMJPMORGAN CHASE & CO
$41.0M
ENPHENPHASE ENERGY INC
$41.0M
AVDLAVADEL PHARMACEUTICALS PLC
$41.0M
HGTYHAGERTY INC
$40.0M
ADUSADDUS HOMECARE CORP
$40.0M
PSTGPURE STORAGE INC
$39.0M
PRAPROASSURANCE CORP
$39.0M
NSTGEURNANOSTRING TECHNOLOGIES INC
$39.0M
MDBMONGODB INC
$38.0M
FRSHFRESHWORKS INC
$37.0M
MMSIMERIT MED SYS INC
$36.0M
PENPENUMBRA INC
$36.0M
PWIPOWER INTEGRATIONS INC
$34.0M
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