Polar Capital Holdings Plc Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$12.5B

Holdings

309

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (309 positions)

StockValue
MSFTMICROSOFT CORP
$724.7M
AAPLAPPLE INC
$537.0M
ACGLARCH CAP GROUP LTD
$319.7M
AMDADVANCED MICRO DEVICES INC
$245.3M
CBCHUBB LIMITED
$242.8M
MRSHMARSH & MCLENNAN COS INC
$220.5M
GOOGALPHABET INC
$212.0M
RNRRENAISSANCERE HLDGS LTD
$202.3M
NVDANVIDIA CORPORATION
$189.5M
NOWSERVICENOW INC
$187.2M
GOOGLALPHABET INC
$186.9M
VVISA INC
$178.9M
MKLMARKEL CORP
$168.0M
KLACKLA CORP
$160.3M
WRBBERKLEY W R CORP
$137.0M
TRVTRAVELERS COMPANIES INC
$133.0M
HUBSHUBSPOT INC
$130.2M
LSCCLATTICE SEMICONDUCTOR CORP
$129.5M
ANETEURARISTA NETWORKS INC
$129.5M
ESNTESSENT GROUP LTD
$125.9M
CYTKCYTOKINETICS INC
$124.8M
XENEXENON PHARMACEUTICALS INC
$120.1M
MAMASTERCARD INCORPORATED
$116.4M
AONAON PLC
$108.0M
SGENUSDSEAGEN INC
$106.1M
MPWRMONOLITHIC PWR SYS INC
$105.1M
RGAREINSURANCE GRP OF AMERICA I
$104.8M
BSXBOSTON SCIENTIFIC CORP
$102.4M
AMZNAMAZON COM INC
$102.2M
QCOMQUALCOMM INC
$100.5M
INCYINCYTE CORP
$99.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$98.8M
REEVEREST RE GROUP LTD
$96.1M
CYBRCYBERARK SOFTWARE LTD
$96.0M
MRVLMARVELL TECHNOLOGY INC
$94.2M
BABAALIBABA GROUP HLDG LTD
$91.5M
MLB1MERCADOLIBRE INC
$91.0M
UTHUNITED THERAPEUTICS CORP DEL
$90.3M
RVNCEURREVANCE THERAPEUTICS INC
$89.5M
CRWDCROWDSTRIKE HLDGS INC
$89.4M
ACHCACADIA HEALTHCARE COMPANY IN
$88.7M
PGRPROGRESSIVE CORP
$87.6M
REGNREGENERON PHARMACEUTICALS
$84.8M
PSTGPURE STORAGE INC
$84.4M
VRTXVERTEX PHARMACEUTICALS INC
$83.7M
PANWPALO ALTO NETWORKS INC
$81.2M
PENPENUMBRA INC
$79.4M
SHOPSHOPIFY INC
$78.6M
WDAYWORKDAY INC
$76.8M
SMARGBPSMARTSHEET INC
$76.2M
ADIANALOG DEVICES INC
$72.9M
DC4DEXCOM INC
$72.5M
ALNYALNYLAM PHARMACEUTICALS INC
$70.7M
SEDGSOLAREDGE TECHNOLOGIES INC
$70.5M
OPCHOPTION CARE HEALTH INC
$69.5M
SNOWSNOWFLAKE INC
$69.4M
TCE2CELLDEX THERAPEUTICS INC NEW
$69.1M
ISRGINTUITIVE SURGICAL INC
$68.4M
GTLBGITLAB INC
$68.2M
MOHMOLINA HEALTHCARE INC
$66.7M
ENPHENPHASE ENERGY INC
$64.3M
JNJJOHNSON & JOHNSON
$63.8M
BDXBECTON DICKINSON & CO
$63.0M
BILLBILL COM HLDGS INC
$62.3M
NETCLOUDFLARE INC
$61.3M
CLVTRIP COM GROUP LTD
$60.7M
UNHUNITEDHEALTH GROUP INC
$60.1M
CRMSALESFORCE INC
$59.4M
ALKSALKERMES PLC
$58.8M
METAMETA PLATFORMS INC
$58.4M
RYANRYAN SPECIALTY HOLDINGS INC
$57.1M
ESTCELASTIC N V
$56.3M
LLYLILLY ELI & CO
$55.6M
PINSPINTEREST INC
$55.0M
FAFFIRST AMERN FINL CORP
$55.0M
ABNBAIRBNB INC
$54.6M
SNYSANOFI
$54.5M
GMEDGLOBUS MED INC
$53.7M
LEGNLEGEND BIOTECH CORP
$53.0M
SITMSITIME CORP
$51.8M
MDBMONGODB INC
$51.3M
GLOBGLOBANT S A
$50.8M
ABBVABBVIE INC
$50.8M
XYZBLOCK INC
$49.4M
TRUPTRUPANION INC
$48.7M
TERTERADYNE INC
$46.6M
BUWABIO RAD LABS INC
$46.3M
AXNX*AXONICS INC
$44.4M
AVTRAVANTOR INC
$44.3M
FRSHFRESHWORKS INC
$42.6M
BIIBBIOGEN INC
$41.5M
AFLAFLAC INC
$41.4M
EX9EXELIXIS INC
$41.2M
OPHTEURIVERIC BIO INC
$40.0M
MMSIMERIT MED SYS INC
$39.8M
PRAPROASSURANCE CORP
$39.3M
TRIPTRIPADVISOR INC
$39.3M
TEAMATLASSIAN CORPORATION
$39.2M
ONON SEMICONDUCTOR CORP
$38.8M
LIVNLIVANOVA PLC
$38.4M
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