Polar Capital Holdings Plc Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$23.0B

Holdings

347

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (347 positions)

StockValue
FERGFERGUSON PLC NEW
$4.7B
MSFTMICROSOFT CORP
$918.5M
AAPLAPPLE INC
$769.6M
METAFACEBOOK INC
$652.2M
GOOGALPHABET INC
$609.5M
GOOGLALPHABET INC
$576.7M
NVDANVIDIA CORPORATION
$476.4M
AMDADVANCED MICRO DEVICES INC
$367.1M
ADBEADOBE SYSTEMS INCORPORATED
$302.1M
PYPLPAYPAL HLDGS INC
$296.0M
AMATAPPLIED MATLS INC
$282.7M
AMZNAMAZON COM INC
$251.2M
SNAPSNAP INC
$244.2M
ACGLARCH CAP GROUP LTD
$238.2M
MRVLMARVELL TECHNOLOGY INC
$231.9M
HUBSHUBSPOT INC
$229.3M
ZEN1EURZENDESK INC
$199.3M
JNJJOHNSON & JOHNSON
$196.5M
MRSHMARSH & MCLENNAN COS INC
$191.6M
EVBGEUREVERBRIDGE INC
$190.4M
CBCHUBB LIMITED
$189.2M
CRWDCROWDSTRIKE HLDGS INC
$174.7M
BABAALIBABA GROUP HLDG LTD
$174.3M
ZMZOOM VIDEO COMMUNICATIONS IN
$169.4M
MUMICRON TECHNOLOGY INC
$166.6M
DOCUDOCUSIGN INC
$158.1M
MKLMARKEL CORP
$153.1M
TWLOTWILIO INC
$147.8M
TWTRUSDTWITTER INC
$144.4M
TRIPTRIPADVISOR INC
$144.4M
MTCHMATCH GROUP INC NEW
$140.2M
QCOMQUALCOMM INC
$133.2M
ABNBAIRBNB INC
$133.1M
HZNPHORIZON THERAPEUTICS PUB L
$132.1M
RNRRENAISSANCERE HLDGS LTD
$128.8M
BUWABIO RAD LABS INC
$127.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$126.9M
APTVAPTIV PLC
$126.5M
LSCCLATTICE SEMICONDUCTOR CORP
$123.6M
YUSDALLEGHANY CORP MD
$123.4M
CHGGCHEGG INC
$118.0M
MPWRMONOLITHIC PWR SYS INC
$115.1M
SMARGBPSMARTSHEET INC
$115.0M
TELTE CONNECTIVITY LTD
$114.1M
TRVTRAVELERS COMPANIES INC
$111.0M
FUODOLBY LABORATORIES INC
$108.8M
ESNTESSENT GROUP LTD
$108.4M
CRMSALESFORCE COM INC
$105.6M
ATVIEURACTIVISION BLIZZARD INC
$105.1M
PTONPELOTON INTERACTIVE INC
$104.1M
AVTRAVANTOR INC
$101.7M
PINSPINTEREST INC
$100.9M
NOWSERVICENOW INC
$96.8M
WRBBERKLEY W R CORP
$96.8M
MAMASTERCARD INCORPORATED
$96.2M
WDCWESTERN DIGITAL CORP.
$96.2M
AONAON PLC
$94.9M
ETSYETSY INC
$91.9M
XYZSQUARE INC
$87.0M
BIOHAVEN PHARMACTL HLDG CO L
$87.0M
ZZILLOW GROUP INC
$84.4M
SNOWSNOWFLAKE INC
$83.9M
AFWALIGN TECHNOLOGY INC
$83.8M
REGNREGENERON PHARMACEUTICALS
$83.8M
GHGUARDANT HEALTH INC
$81.9M
$81.1M
CHANGE HEALTHCARE INC
$80.9M
RBLXROBLOX CORP
$79.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$77.8M
ATRAPTARGROUP INC
$77.7M
AVLRUSDAVALARA INC
$76.9M
EHCENCOMPASS HEALTH CORP
$74.4M
MOHMOLINA HEALTHCARE INC
$72.7M
LPSNUSDLIVEPERSON INC
$72.4M
STESTERIS PLC
$71.5M
LOGILOGITECH INTL S A
$70.9M
COUPEURCOUPA SOFTWARE INC
$69.2M
RGAREINSURANCE GRP OF AMERICA I
$65.5M
8INSYNEOS HEALTH INC
$65.3M
VVISA INC
$64.6M
TENBTENABLE HLDGS INC
$64.6M
REEVEREST RE GROUP LTD
$63.8M
FIVNFIVE9 INC
$62.4M
ZBHZIMMER BIOMET HOLDINGS INC
$61.2M
PWIPOWER INTEGRATIONS INC
$61.1M
QRVOQORVO INC
$61.0M
PGRPROGRESSIVE CORP
$60.9M
ACHCACADIA HEALTHCARE COMPANY IN
$60.5M
VRTXVERTEX PHARMACEUTICALS INC
$60.5M
GMEDGLOBUS MED INC
$59.8M
CYBRCYBERARK SOFTWARE LTD
$59.6M
SGENUSDSEAGEN INC
$59.2M
WDAYWORKDAY INC
$58.4M
XLRNACCELERON PHARMA INC
$56.1M
ALNYALNYLAM PHARMACEUTICALS INC
$55.6M
CTLTEURCATALENT INC
$52.8M
TFXTELEFLEX INCORPORATED
$52.6M
EX9EXELIXIS INC
$52.2M
SMMTSUMMIT THERAPEUTICS INC
$51.9M
COOCOOPER COS INC
$50.1M
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