Polar Capital Holdings Plc Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$26.7B
Holdings
442
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (442 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFERGUSON PLC NEW | 262,157 | $5.6T | 20903.13% | |
| 2 | MSFTMICROSOFT CORP | 5,209,778 | $1.8T | 6572.96% | Call |
| 3 | AAPLAPPLE INC | 9,836,885 | $1.7T | 6552.64% | Call |
| 4 | GOOGLALPHABET INC | 368,324 | $1.1T | 4002.89% | Call |
| 5 | GOOGALPHABET INC | 227,791 | $659.1B | 2472.65% | |
| 6 | NVDANVIDIA CORPORATION | 1,782,396 | $524.2B | 1966.54% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 3,328,986 | $479.0B | 1797.06% | |
| 8 | METAMETA PLATFORMS INC | 1,384,146 | $465.6B | 1746.48% | |
| 9 | AMZNAMAZON COM INC | 122,860 | $409.7B | 1536.77% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 3,325,125 | $290.9B | 1091.33% | |
| 11 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,353,246 | $265.9B | 997.37% | |
| 12 | NOWSERVICENOW INC | 405,377 | $263.1B | 987.11% | |
| 13 | ANETEURARISTA NETWORKS INC | 1,798,978 | $258.6B | 970.11% | |
| 14 | ACGLARCH CAP GROUP LTD | 5,523,395 | $245.5B | 921.02% | |
| 15 | MUMICRON TECHNOLOGY INC | 2,571,757 | $239.6B | 898.67% | |
| 16 | SNAPSNAP INC | 4,561,998 | $214.6B | 804.86% | |
| 17 | QCOMQUALCOMM INC | 1,118,571 | $204.6B | 767.35% | |
| 18 | AMATAPPLIED MATLS INC | 1,296,174 | $204.0B | 765.15% | |
| 19 | CBCHUBB LIMITED | 1,032,232 | $199.5B | 748.55% | |
| 20 | ADBEADOBE SYSTEMS INCORPORATED | 337,706 | $191.5B | 718.39% | |
| 21 | NFLXNETFLIX INC | 315,466 | $190.0B | 712.94% | |
| 22 | MRSHMARSH & MCLENNAN COS INC | 1,060,000 | $184.2B | 691.18% | |
| 23 | KLACKLA CORP | 423,801 | $182.3B | 683.80% | |
| 24 | OKTAOKTA INC | 798,893 | $179.1B | 671.82% | |
| 25 | HZNPHORIZON THERAPEUTICS PUB L | 1,644,241 | $177.2B | 664.68% | |
| 26 | —BIOHAVEN PHARMACTL HLDG CO L | 1,284,580 | $177.0B | 664.10% | |
| 27 | CYTKCYTOKINETICS INC | 3,671,969 | $167.4B | 627.86% | |
| 28 | HUBSHUBSPOT INC | 250,732 | $165.3B | 619.99% | |
| 29 | ABNBAIRBNB INC | 979,381 | $163.1B | 611.69% | |
| 30 | ONON SEMICONDUCTOR CORP | 2,387,490 | $162.2B | 608.31% | |
| 31 | LSCCLATTICE SEMICONDUCTOR CORP | 2,097,857 | $161.7B | 606.45% | |
| 32 | FIVNFIVE9 INC | 1,119,985 | $153.8B | 576.94% | |
| 33 | RNRRENAISSANCERE HLDGS LTD | 790,353 | $133.8B | 502.04% | |
| 34 | ESTCELASTIC N V | 1,077,938 | $132.7B | 497.74% | |
| 35 | CYBRCYBERARK SOFTWARE LTD | 743,870 | $128.9B | 483.54% | |
| 36 | MDBMONGODB INC | 240,466 | $127.3B | 477.51% | |
| 37 | ZEN1EURZENDESK INC | 1,220,030 | $127.2B | 477.31% | |
| 38 | RBLXROBLOX CORP | 1,225,977 | $126.5B | 474.44% | |
| 39 | MKLMARKEL CORP | 100,050 | $123.5B | 463.15% | |
| 40 | TRIPTRIPADVISOR INC | 4,527,306 | $123.4B | 462.97% | |
| 41 | PSTGPURE STORAGE INC | 3,714,635 | $120.9B | 453.58% | |
| 42 | PCG 5.5 08/16/23PG&E CORP | 1,000,000 | $115.7B | 433.96% | |
| 43 | UTHUNITED THERAPEUTICS CORP DEL | 525,667 | $113.6B | 426.10% | |
| 44 | WDAYWORKDAY INC | 410,264 | $112.1B | 420.44% | |
| 45 | YUSDALLEGHANY CORP MD | 163,300 | $109.0B | 408.96% | |
| 46 | REGNREGENERON PHARMACEUTICALS | 170,000 | $107.4B | 402.74% | |
| 47 | TENBTENABLE HLDGS INC | 1,930,782 | $106.3B | 398.87% | |
| 48 | TELTE CONNECTIVITY LTD | 645,140 | $104.1B | 390.47% | |
| 49 | CRWDCROWDSTRIKE HLDGS INC | 501,791 | $102.7B | 385.42% | |
| 50 | TRVTRAVELERS COMPANIES INC | 652,538 | $102.1B | 382.93% | |
| 51 | AONAON PLC | 337,500 | $101.4B | 380.53% | |
| 52 | STESTERIS PLC | 413,481 | $100.6B | 377.56% | |
| 53 | APTVAPTIV PLC | 602,682 | $99.4B | 372.93% | |
| 54 | ESNTESSENT GROUP LTD | 2,172,000 | $98.9B | 370.98% | |
| 55 | CRMSALESFORCE COM INC | 388,235 | $98.7B | 370.12% | |
| 56 | WRBBERKLEY W R CORP | 1,188,750 | $97.9B | 367.41% | |
| 57 | AMBAAMBARELLA INC | 456,514 | $92.6B | 347.46% | |
| 58 | FUODOLBY LABORATORIES INC | 966,626 | $92.0B | 345.28% | |
| 59 | ALNYALNYLAM PHARMACEUTICALS INC | 535,631 | $90.8B | 340.74% | |
| 60 | BSXBOSTON SCIENTIFIC CORP | 2,127,059 | $90.4B | 338.96% | |
| 61 | MOHMOLINA HEALTHCARE INC | 278,449 | $88.6B | 332.25% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 175,292 | $88.0B | 330.20% | |
| 63 | UBERUBER TECHNOLOGIES INC | 2,096,948 | $87.9B | 329.84% | |
| 64 | MAMASTERCARD INCORPORATED | 238,396 | $85.7B | 321.34% | |
| 65 | TSLATESLA INC | 80,833 | $85.4B | 320.45% | |
| 66 | SMARGBPSMARTSHEET INC | 1,090,348 | $84.4B | 316.79% | |
| 67 | PWIPOWER INTEGRATIONS INC | 908,328 | $84.4B | 316.52% | |
| 68 | NVSTENVISTA HOLDINGS CORPORATION | 1,857,166 | $83.7B | 313.93% | |
| 69 | SGENUSDSEAGEN INC | 536,748 | $83.0B | 311.29% | |
| 70 | VRTXVERTEX PHARMACEUTICALS INC | 375,000 | $82.3B | 308.92% | |
| 71 | CVSCVS HEALTH CORP | 797,585 | $82.3B | 308.66% | |
| 72 | EX9EXELIXIS INC | 4,402,147 | $80.5B | 301.88% | |
| 73 | BRK/BBERKSHIRE HATHAWAY INC DEL | 267,531 | $80.0B | 300.08% | |
| 74 | ALCALCON AG | 931,494 | $78.8B | 295.51% | |
| 75 | BUWABIO RAD LABS INC | 103,896 | $78.5B | 294.49% | |
| 76 | TWLOTWILIO INC | 296,233 | $78.0B | 292.64% | |
| 77 | COOCOOPER COS INC | 185,504 | $77.7B | 291.54% | |
| 78 | WDCWESTERN DIGITAL CORP. | 1,163,127 | $75.8B | 284.53% | |
| 79 | AVTRAVANTOR INC | 1,797,503 | $75.7B | 284.15% | |
| 80 | ACHCACADIA HEALTHCARE COMPANY IN | 1,246,729 | $75.7B | 283.89% | |
| 81 | EVBGEUREVERBRIDGE INC | 1,112,124 | $74.9B | 280.90% | |
| 82 | REEVEREST RE GROUP LTD | 253,250 | $69.4B | 260.23% | |
| 83 | KRNTKORNIT DIGITAL LTD | 446,873 | $68.0B | 255.23% | |
| 84 | BMYBRISTOL-MYERS SQUIBB CO | 1,035,901 | $64.6B | 242.29% | |
| 85 | LIVNLIVANOVA PLC | 738,666 | $64.6B | 242.27% | |
| 86 | ZMZOOM VIDEO COMMUNICATIONS IN | 344,561 | $63.4B | 237.72% | |
| 87 | ATRAPTARGROUP INC | 511,577 | $62.7B | 235.05% | |
| 88 | PGRPROGRESSIVE CORP | 609,250 | $62.5B | 234.61% | |
| 89 | MPWRMONOLITHIC PWR SYS INC | 125,555 | $61.9B | 232.36% | |
| 90 | DOCUDOCUSIGN INC | 396,089 | $60.3B | 226.31% | |
| 91 | RGAREINSURANCE GRP OF AMERICA I | 542,500 | $59.4B | 222.82% | |
| 92 | EHCENCOMPASS HEALTH CORP | 909,154 | $59.3B | 222.57% | |
| 93 | SNOWSNOWFLAKE INC | 173,921 | $58.9B | 221.02% | |
| 94 | MTCHMATCH GROUP INC NEW | 443,205 | $58.6B | 219.88% | |
| 95 | OPCHOPTION CARE HEALTH INC | 1,990,195 | $56.6B | 212.33% | |
| 96 | GMEDGLOBUS MED INC | 754,204 | $54.5B | 204.28% | |
| 97 | XENEXENON PHARMACEUTICALS INC | 1,688,044 | $52.7B | 197.82% | |
| 98 | MODVQMODIVCARE INC | 351,191 | $52.1B | 195.36% | |
| 99 | COUPEURCOUPA SOFTWARE INC | 329,185 | $52.0B | 195.18% | |
| 100 | JNJJOHNSON & JOHNSON | 294,575 | $50.4B | 189.04% |
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