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Polar Capital Holdings Plc 13F holdings

Filed 2026-08-14 · Polar Capital Holdings Plc · 245 positions · $42.4B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC9.6M$2.8B6.6%
NVDANVIDIA CORPORATION13.8M$2.8B6.5%
MSFTMICROSOFT CORP6.1M$2.3B5.4%
GOOGLALPHABET INC5.6M$2.0B4.7%
AMDADVANCED MICRO DEVICES INC2.8M$1.7B3.9%
MUMICRON TECHNOLOGY INC1.2M$1.4B3.3%
SNDKSANDISK CORP492.8K$1.1B2.6%
LRCXLAM RESEARCH CORP2.4M$1.0B2.4%
STXSEAGATE TECHNOLOGY HLDNGS PL984.4K$949.9M2.2%
INTCINTEL CORP6.7M$937.1M2.2%
KLACKLA CORP2.9M$882.7M2.1%
AVGOBROADCOM INC2.1M$805.3M1.9%
GLWCORNING INC3.1M$781.4M1.8%
GOOGLALPHABET INC1.9M$685.4M1.6%
COHRCOHERENT CORP1.6M$617.5M1.5%
GOOGALPHABET INC1.7M$611.0M1.4%
PANWPALO ALTO NETWORKS INC1.7M$570.4M1.3%
METAMETA PLATFORMS INC939.2K$529.0M1.2%
WDCWESTERN DIGITAL CORP793.3K$506.7M1.2%
AAPLAPPLE INC1.6M$450.5M1.1%
ANETARISTA NETWORKS INC2.5M$430.0M1.0%
CLSCELESTICA INC1.1M$418.3M1.0%
CRWDCROWDSTRIKE HLDGS INC538.4K$410.9M1.0%
FLEXFLEX LTD2.5M$404.2M1.0%
TTMITTM TECHNOLOGIES INC2.0M$367.7M0.9%
GEVGE VERNOVA INC304.4K$357.7M0.8%
FORMFORMFACTOR INC2.1M$343.2M0.8%
SNOWSNOWFLAKE INC1.3M$339.2M0.8%
LITELUMENTUM HLDGS INC390.3K$334.9M0.8%
AMZNAMAZON COM INC1.4M$332.1M0.8%
ELVNENLIVEN THERAPEUTICS INC6.4M$326.4M0.8%
VRTVERTIV HOLDINGS CO970.6K$325.0M0.8%
MSFTMICROSOFT CORP863.7K$322.2M0.8%
MRVLMARVELL TECHNOLOGY INC1.1M$317.6M0.8%
SIMOSILICON MOTION TECHNOLOGY CO931.4K$310.5M0.7%
NETCLOUDFLARE INC1.2M$304.3M0.7%
LLYELI LILLY & CO252.0K$302.3M0.7%
—RENAISSANCERE HLDGS LTD943.6K$299.0M0.7%
—ARCH CAP GROUP LTD3.0M$289.2M0.7%
MTSIMACOM TECH SOLUTIONS HLDGS I750.5K$285.5M0.7%
XENEXENON PHARMACEUTICALS INC4.6M$275.9M0.7%
TSEMTOWER SEMICONDUCTOR LTD1.0M$264.6M0.6%
BEBLOOM ENERGY CORP861.3K$260.7M0.6%
HOODROBINHOOD MKTS INC2.6M$260.5M0.6%
TWLOTWILIO INC1.2M$248.6M0.6%
—ASTRAZENECA PLC1.2M$236.6M0.6%
MDBMONGODB INC689.1K$231.5M0.5%
FNFABRINET406.5K$228.5M0.5%
CBCHUBB LIMITED670.4K$228.4M0.5%
MRSHMARSH & MCLENNAN COS INC1.3M$216.7M0.5%
JNJJOHNSON & JOHNSON783.6K$199.0M0.5%
CYTKCYTOKINETICS INC2.3M$192.0M0.5%
AKAMAKAMAI TECHNOLOGIES INC1.6M$186.3M0.4%
RYTMRHYTHM PHARMACEUTICALS INC1.7M$184.7M0.4%
CATCATERPILLAR INC167.2K$178.0M0.4%
TEVANTEVA PHARMACEUTICAL INDS LTD5.2M$176.6M0.4%
ARQTARCUTIS BIOTHERAPEUTICS INC6.6M$173.2M0.4%
APHAMPHENOL CORP977.3K$172.3M0.4%
NOWSERVICENOW INC1.7M$168.2M0.4%
—ASCENDIS PHARMA A/S616.9K$164.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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