Polar Capital Holdings Plc Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$25.9B

Holdings

260

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (260 positions)

StockValue
AAPLAPPLE INC
$1.9B
NVDANVIDIA CORPORATION
$1.8B
GOOGLALPHABET INC
$1.7B
MSFTMICROSOFT CORP
$1.7B
AVGOBROADCOM INC
$940.0M
AMDADVANCED MICRO DEVICES INC
$590.0M
METAMETA PLATFORMS INC
$578.0M
LRCXLAM RESEARCH CORP
$491.0M
GOOGALPHABET INC
$473.0M
KLACKLA CORP
$415.0M
LITELUMENTUM HLDGS INC
$379.0M
RNRRENAISSANCERE HLDGS LTD
$359.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$338.0M
ACGLARCH CAP GROUP LTD
$319.0M
AMZNAMAZON COM INC
$315.0M
COHRCOHERENT CORP
$314.0M
MUMICRON TECHNOLOGY INC
$313.0M
SNDKSANDISK CORP
$301.0M
CIENCIENA CORP
$301.0M
CLSCELESTICA INC
$298.0M
LLYELI LILLY & CO
$287.0M
SHOPSHOPIFY INC
$270.0M
FNFABRINET
$251.0M
CBCHUBB LIMITED
$223.0M
FLEXFLEX LTD
$223.0M
GLWCORNING INC
$200.0M
FSLRFIRST SOLAR INC
$200.0M
NETCLOUDFLARE INC
$183.0M
MDBMONGODB INC
$180.0M
MRSHMARSH & MCLENNAN COS INC
$179.0M
TTMITTM TECHNOLOGIES INC
$179.0M
WRBBERKLEY W R CORP
$171.0M
MKLMARKEL GROUP INC
$165.0M
TSLATESLA INC
$165.0M
ANETARISTA NETWORKS INC
$163.0M
GEVGE VERNOVA INC
$162.0M
APPAPPLOVIN CORP
$162.0M
ARQTARCUTIS BIOTHERAPEUTICS INC
$161.0M
RVMDREVOLUTION MEDICINES INC
$160.0M
ESNTESSENT GROUP LTD
$159.0M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$158.0M
REGNREGENERON PHARMACEUTICALS
$158.0M
WDCWESTERN DIGITAL CORP
$157.0M
MDGLMADRIGAL PHARMACEUTICALS INC
$157.0M
TEVATEVA PHARMACEUTICAL INDS LTD
$155.0M
CYTKCYTOKINETICS INC
$155.0M
NUVLNUVALENT INC
$154.0M
TRVTRAVELERS COMPANIES INC
$142.0M
REEVEREST GROUP LTD
$136.0M
VRTVERTIV HOLDINGS CO
$134.0M
CSCOCISCO SYS INC
$127.0M
RYTMRHYTHM PHARMACEUTICALS INC
$126.0M
SNOWSNOWFLAKE INC
$125.0M
RDDTREDDIT INC
$124.0M
HOODROBINHOOD MKTS INC
$120.0M
IBMINTERNATIONAL BUSINESS MACHS
$119.0M
RGAREINSURANCE GRP OF AMERICA I
$117.0M
APHAMPHENOL CORP NEW
$115.0M
ALABASTERA LABS INC
$113.0M
XENEXENON PHARMACEUTICALS INC
$110.0M
NUNU HLDGS LTD
$108.0M
ISIIONIS PHARMACEUTICALS INC
$105.0M
PGRPROGRESSIVE CORP
$103.0M
INTCINTEL CORP
$101.0M
BBIOBRIDGEBIO PHARMA INC
$99.0M
PSTGPURE STORAGE INC
$99.0M
NAMSNEWAMSTERDAM PHARMA COMPANY
$97.0M
ALNYALNYLAM PHARMACEUTICALS INC
$95.0M
APLSAPELLIS PHARMACEUTICALS INC
$93.0M
RYANRYAN SPECIALTY HOLDINGS INC
$91.0M
BABAALIBABA GROUP HLDG LTD
$86.0M
CRWDCROWDSTRIKE HLDGS INC
$85.0M
ASNDASCENDIS PHARMA A/S
$78.0M
PCVXVAXCYTE INC
$77.0M
HGTYHAGERTY INC
$77.0M
BEBLOOM ENERGY CORP
$76.0M
BROBROWN & BROWN INC
$73.0M
GRABGRAB HOLDINGS LIMITED
$71.0M
CLVTRIP COM GROUP LTD
$71.0M
CATCATERPILLAR INC
$67.0M
PDDPDD HOLDINGS INC
$65.0M
MIRMMIRUM PHARMACEUTICALS INC
$62.0M
IM8NINSMED INC
$59.0M
SRRKSCHOLAR ROCK HLDG CORP
$58.0M
ROIVROIVANT SCIENCES LTD
$58.0M
SESEA LTD
$57.0M
MLB1MERCADOLIBRE INC
$56.0M
TRUPTRUPANION INC
$55.0M
ELVNENLIVEN THERAPEUTICS INC
$54.0M
IRTCIRHYTHM TECHNOLOGIES INC
$54.0M
SLNOSOLENO THERAPEUTICS INC
$52.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$51.0M
VVISA INC
$51.0M
MLYSMINERALYS THERAPEUTICS INC
$50.0M
KSPIKASPI KZ JSC
$50.0M
YB4PSAVARA INC
$50.0M
EHCENCOMPASS HEALTH CORP
$49.0M
CVNACARVANA CO
$49.0M
AFLAFLAC INC
$49.0M
RDNTRADNET INC
$46.0M
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