Polar Capital Holdings Plc Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$14.5B

Holdings

276

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (276 positions)

StockValue
MSFTMICROSOFT CORP
$835.5M
NVDANVIDIA CORPORATION
$700.7M
AAPLAPPLE INC
$696.1M
AMDADVANCED MICRO DEVICES INC
$409.9M
METAMETA PLATFORMS INC
$348.2M
GOOGALPHABET INC
$329.1M
GOOGLALPHABET INC
$309.1M
ACGLARCH CAP GROUP LTD
$272.0M
AMZNAMAZON COM INC
$248.6M
MRSHMARSH & MCLENNAN COS INC
$192.8M
RNRRENAISSANCERE HLDGS LTD
$191.6M
CBCHUBB LIMITED
$181.1M
MPWRMONOLITHIC PWR SYS INC
$180.7M
HUBSHUBSPOT INC
$179.3M
NOWSERVICENOW INC
$172.5M
PANWPALO ALTO NETWORKS INC
$171.5M
LSCCLATTICE SEMICONDUCTOR CORP
$147.6M
KLACKLA CORP
$143.1M
SHOPSHOPIFY INC
$140.8M
MKLMARKEL GROUP INC
$140.0M
MCKMCKESSON CORP
$137.0M
SNPSSYNOPSYS INC
$134.4M
VRTXVERTEX PHARMACEUTICALS INC
$132.0M
CRWDCROWDSTRIKE HLDGS INC
$129.8M
LEGNLEGEND BIOTECH CORP
$129.2M
ONON SEMICONDUCTOR CORP
$127.0M
DC4DEXCOM INC
$125.1M
ESNTESSENT GROUP LTD
$124.5M
WRBBERKLEY W R CORP
$119.1M
XENEXENON PHARMACEUTICALS INC
$116.3M
ISRGINTUITIVE SURGICAL INC
$116.0M
ANETEURARISTA NETWORKS INC
$115.9M
PSTGPURE STORAGE INC
$112.0M
RVNCEURREVANCE THERAPEUTICS INC
$105.5M
UBERUBER TECHNOLOGIES INC
$102.2M
TRVTRAVELERS COMPANIES INC
$101.8M
HCAHCA HEALTHCARE INC
$100.6M
BIDUNBAIDU INC
$97.8M
REEVEREST RE GROUP LTD
$95.7M
MLB1MERCADOLIBRE INC
$95.6M
VVISA INC
$95.5M
TSLATESLA INC
$95.3M
REGNREGENERON PHARMACEUTICALS
$95.2M
SGENUSDSEAGEN INC
$94.1M
ACHCACADIA HEALTHCARE COMPANY IN
$93.8M
BIIBBIOGEN INC
$92.6M
ALKSALKERMES PLC
$90.4M
MAMASTERCARD INCORPORATED
$89.9M
MRVLMARVELL TECHNOLOGY INC
$87.7M
CFLTCONFLUENT INC
$87.6M
CYTKCYTOKINETICS INC
$86.6M
RCM1USDR1 RCM INC
$86.2M
MDBMONGODB INC
$86.1M
INSPINSPIRE MED SYS INC
$86.1M
RMBS*RAMBUS INC DEL
$84.0M
TCE2CELLDEX THERAPEUTICS INC NEW
$82.0M
QCOMQUALCOMM INC
$81.9M
CYBRCYBERARK SOFTWARE LTD
$80.6M
WDAYWORKDAY INC
$80.4M
PGRPROGRESSIVE CORP
$80.2M
AONAON PLC
$79.4M
JNJJOHNSON & JOHNSON
$75.8M
AVDLAVADEL PHARMACEUTICALS PLC
$74.7M
SNOWSNOWFLAKE INC
$74.6M
FNFABRINET
$73.5M
INDIVIOR PLC
$72.6M
RGAREINSURANCE GRP OF AMERICA I
$72.1M
INCYINCYTE CORP
$67.9M
FERGFERGUSON PLC NEW
$65.9M
PINSPINTEREST INC
$65.8M
LLYLILLY ELI & CO
$64.2M
EX9EXELIXIS INC
$63.5M
CRMSALESFORCE INC
$62.2M
BABAALIBABA GROUP HLDG LTD
$60.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$59.5M
RYANRYAN SPECIALTY HOLDINGS INC
$59.5M
NETCLOUDFLARE INC
$56.0M
FAFFIRST AMERN FINL CORP
$54.2M
SNYSANOFI
$53.9M
ABNBAIRBNB INC
$53.2M
FSLRFIRST SOLAR INC
$52.4M
RBLXROBLOX CORP
$51.2M
ABBVABBVIE INC
$48.4M
MNDYMONDAY COM LTD
$48.3M
TDCTERADATA CORP DEL
$48.1M
ADIANALOG DEVICES INC
$45.8M
SUPNSUPERNUS PHARMACEUTICALS INC
$45.2M
BSXBOSTON SCIENTIFIC CORP
$45.0M
ALNYALNYLAM PHARMACEUTICALS INC
$44.6M
PENPENUMBRA INC
$44.2M
HGTYHAGERTY INC
$42.9M
APLSAPELLIS PHARMACEUTICALS INC
$42.4M
PWIPOWER INTEGRATIONS INC
$41.5M
MMSIMERIT MED SYS INC
$40.9M
ELVELEVANCE HEALTH INC
$39.1M
JPMJPMORGAN CHASE & CO
$38.2M
VRDNVIRIDIAN THERAPEUTICS INC
$38.1M
CLVTRIP COM GROUP LTD
$37.9M
MLTXMOONLAKE IMMUNOTHERAPEUTICS
$37.7M
RYTMRHYTHM PHARMACEUTICALS INC
$37.1M
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