Polar Capital Holdings Plc Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$22.9B

Holdings

273

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (273 positions)

StockValue
INDIVIOR PLC
$7.6B
FERGFERGUSON PLC NEW
$2.0B
MSFTMICROSOFT CORP
$778.7M
NVDANVIDIA CORPORATION
$731.8M
AAPLAPPLE INC
$547.2M
METAMETA PLATFORMS INC
$387.9M
GOOGALPHABET INC
$375.2M
AMDADVANCED MICRO DEVICES INC
$364.8M
GOOGLALPHABET INC
$357.7M
ACGLARCH CAP GROUP LTD
$263.4M
AMZNAMAZON COM INC
$233.0M
RNRRENAISSANCERE HLDGS LTD
$218.7M
CBCHUBB LIMITED
$188.1M
NOWSERVICENOW INC
$183.7M
MRSHMARSH & MCLENNAN COS INC
$183.3M
CRWDCROWDSTRIKE HLDGS INC
$152.0M
HUBSHUBSPOT INC
$150.9M
PSTGPURE STORAGE INC
$144.9M
MKLMARKEL GROUP INC
$138.7M
SNPSSYNOPSYS INC
$137.7M
TSLATESLA INC
$134.1M
VRTXVERTEX PHARMACEUTICALS INC
$130.4M
LSCCLATTICE SEMICONDUCTOR CORP
$130.2M
PANWPALO ALTO NETWORKS INC
$127.1M
MPWRMONOLITHIC PWR SYS INC
$126.2M
LEGNLEGEND BIOTECH CORP
$125.8M
WRBBERKLEY W R CORP
$122.2M
ANETEURARISTA NETWORKS INC
$118.4M
KLACKLA CORP
$115.3M
ESNTESSENT GROUP LTD
$113.5M
SHOPSHOPIFY INC
$109.5M
REGNREGENERON PHARMACEUTICALS
$109.0M
ONON SEMICONDUCTOR CORP
$106.2M
MRVLMARVELL TECHNOLOGY INC
$104.9M
REEVEREST GROUP LTD
$104.1M
XENEXENON PHARMACEUTICALS INC
$102.6M
SNOWSNOWFLAKE INC
$101.9M
CYBRCYBERARK SOFTWARE LTD
$97.4M
MCKMCKESSON CORP
$95.9M
TRVTRAVELERS COMPANIES INC
$92.4M
MAMASTERCARD INCORPORATED
$92.1M
FNFABRINET
$90.4M
DC4DEXCOM INC
$87.3M
BIDUNBAIDU INC
$86.8M
MDBMONGODB INC
$85.9M
ACHCACADIA HEALTHCARE COMPANY IN
$82.6M
PGRPROGRESSIVE CORP
$81.8M
HCAHCA HEALTHCARE INC
$81.7M
UBERUBER TECHNOLOGIES INC
$80.7M
RMBS*RAMBUS INC DEL
$78.9M
VVISA INC
$78.5M
CYTKCYTOKINETICS INC
$78.2M
ISRGINTUITIVE SURGICAL INC
$78.0M
BIIBBIOGEN INC
$77.1M
RGAREINSURANCE GRP OF AMERICA I
$72.6M
RCM1USDR1 RCM INC
$70.8M
ADBEADOBE INC
$70.4M
MNDYMONDAY COM LTD
$68.7M
TCE2CELLDEX THERAPEUTICS INC NEW
$66.8M
AONAON PLC
$66.5M
DDOGDATADOG INC
$65.9M
LLYELI LILLY & CO
$64.5M
QCOMQUALCOMM INC
$64.1M
RYANRYAN SPECIALTY HOLDINGS INC
$62.3M
ZSZSCALER INC
$61.7M
ELVELEVANCE HEALTH INC
$59.8M
CRMSALESFORCE INC
$59.8M
JNJJOHNSON & JOHNSON
$57.7M
CFLTCONFLUENT INC
$57.5M
RYTMRHYTHM PHARMACEUTICALS INC
$57.3M
ABNBAIRBNB INC
$56.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$54.9M
ABBVABBVIE INC
$54.7M
MLTXMOONLAKE IMMUNOTHERAPEUTICS
$53.5M
AXONAXON ENTERPRISE INC
$52.8M
ITCIEURINTRA-CELLULAR THERAPIES INC
$52.1M
RVNCEURREVANCE THERAPEUTICS INC
$47.7M
AVDLAVADEL PHARMACEUTICALS PLC
$46.5M
SUPNSUPERNUS PHARMACEUTICALS INC
$45.6M
PDDPDD HOLDINGS INC
$44.8M
FSLRFIRST SOLAR INC
$43.2M
TDCTERADATA CORP DEL
$42.1M
ALNYALNYLAM PHARMACEUTICALS INC
$41.6M
WDAYWORKDAY INC
$41.0M
PRAPROASSURANCE CORP
$40.8M
APLSAPELLIS PHARMACEUTICALS INC
$40.1M
FAFFIRST AMERN FINL CORP
$39.5M
ALKSALKERMES PLC
$38.9M
AFLAFLAC INC
$38.4M
JPMJPMORGAN CHASE & CO
$37.9M
CLVTRIP COM GROUP LTD
$37.7M
HGTYHAGERTY INC
$37.4M
MIRMMIRUM PHARMACEUTICALS INC
$37.1M
NBIXNEUROCRINE BIOSCIENCES INC
$36.6M
LIVNLIVANOVA PLC
$36.1M
RHCRH PLC
$35.9M
RLIRLI CORP
$35.3M
TRUPTRUPANION INC
$35.3M
RBLXROBLOX CORP
$35.0M
BSXBOSTON SCIENTIFIC CORP
$34.9M
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