HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FERGUSON PLC NEW |
278,548 | +16,391 | $4,689,446 |
| FERG | 278,548 | +16,391 | $4,689,446 |
 APPLE INC |
$1,346,058 | ||
| AAPL | 4,898,940 | -137,945 | $855,404 |
| Call | 2,810,000 | -1,990,000 | $490,654 |
| MICROSOFT CORP |
3,619,204 | -1,590,574 | $1,115,837 |
| MSFT | 3,619,204 | -165,574 | $1,115,837 |
| ALPHABET INC |
202,073 | -25,718 | $564,388 |
| GOOG | 202,073 | -25,718 | $564,388 |
| ALPHABET INC |
185,865 | -182,459 | $516,956 |
| GOOGL | 185,865 | -24,959 | $516,956 |
| NVIDIA CORPORATION |
1,693,500 | -88,896 | $462,088 |
| NVDA | 1,693,500 | -88,896 | $462,088 |
| ADVANCED MICRO DEVICES INC |
3,670,237 | +341,251 | $401,304 |
| AMD | 3,670,237 | +341,251 | $401,304 |
| AMAZON COM INC |
94,270 | -28,590 | $307,315 |
| AMZN | 94,270 | -28,590 | $307,315 |
| ARCH CAP GROUP LTD |
5,376,273 | -147,122 | $260,319 |
| ACGL | 5,376,273 | -147,122 | $260,319 |
| SNAP INC |
7,114,814 | +2,552,816 | $256,062 |
| SNAP | 7,114,814 | +2,552,816 | $256,062 |
| SERVICENOW INC |
429,477 | +24,100 | $239,171 |
| NOW | 429,477 | +24,100 | $239,171 |
| CHUBB LIMITED |
1,049,576 | +17,344 | $224,504 |
| CB | 1,049,576 | +17,344 | $224,504 |
| MARVELL TECHNOLOGY INC |
2,968,605 | -356,520 | $212,879 |
| MRVL | 2,968,605 | -356,520 | $212,879 |
| MARSH & MCLENNAN COS INC |
1,151,757 | +91,757 | $196,282 |
| MMC | 1,151,757 | +91,757 | $196,282 |
| ARISTA NETWORKS INC |
1,282,844 | -516,134 | $178,290 |
| ANET | 1,282,844 | -516,134 | $178,290 |
| MICRON TECHNOLOGY INC |
2,167,728 | -404,029 | $168,844 |
| MU | 2,167,728 | -404,029 | $168,844 |
| KLA CORP |
454,081 | +30,280 | $166,221 |
| KLAC | 454,081 | +30,280 | $166,221 |
| APPLIED MATLS INC |
1,234,498 | -61,676 | $162,707 |
| AMAT | 1,234,498 | -61,676 | $162,707 |
| CROWDSTRIKE HLDGS INC |
703,293 | +201,502 | $159,704 |
| CRWD | 703,293 | +201,502 | $159,704 |
| HORIZON THERAPEUTICS PUB L |
1,492,989 | -151,252 | $157,077 |
| HZNP | 1,492,989 | -151,252 | $157,077 |
| HUBSPOT INC |
$149,012 | ||
| HUBS | 306,228 | +55,496 | $145,440 |
| NOTE 0 | 2,000,000 | +2,000,000 | $3,572 |
| ZENDESK INC |
1,232,949 | -1,487,081 | $148,311 |
| ZEN | 1,232,949 | +12,919 | $148,311 |
| META PLATFORMS INC |
665,913 | -718,233 | $148,072 |
| FB | 665,913 | -718,233 | $148,072 |
| BIOHAVEN PHARMACTL HLDG CO L |
1,236,609 | -47,971 | $146,625 |
| BHVN | 1,236,609 | -47,971 | $146,625 |
| MARKEL CORP |
98,750 | -1,300 | $145,680 |
| MKL | 98,750 | -1,300 | $145,680 |
| LATTICE SEMICONDUCTOR CORP |
2,277,869 | +180,012 | $138,836 |
| LSCC | 2,277,869 | +180,012 | $138,836 |
| PURE STORAGE INC |
3,919,672 | +205,037 | $138,404 |
| PSTG | 3,919,672 | +205,037 | $138,404 |
| ALLEGHANY CORP MD |
162,000 | -1,300 | $137,214 |
| Y | 162,000 | -1,300 | $137,214 |
| RENAISSANCERE HLDGS LTD |
839,281 | +48,928 | $133,034 |
| RNR | 839,281 | +48,928 | $133,034 |
| FIVE9 INC |
1,184,388 | +64,403 | $130,756 |
| FIVN | 1,184,388 | +64,403 | $130,756 |
| AIRBNB INC |
760,951 | -218,430 | $130,701 |
| ABNB | 760,951 | -218,430 | $130,701 |
| CYBERARK SOFTWARE LTD |
$123,545 | ||
| CYBR | 709,998 | -33,872 | $119,812 |
| NOTE 11 1 | 3,000,000 | UNCH | $3,733 |
| TRAVELERS COMPANIES INC |
669,178 | +16,640 | $122,279 |
| TRV | 669,178 | +16,640 | $122,279 |
| BERKLEY W R CORP |
1,783,125 | +594,375 | $118,738 |
| WRB | 1,783,125 | +594,375 | $118,738 |
| CYTOKINETICS INC |
3,181,300 | -490,669 | $117,104 |
| CYTK | 3,181,300 | -490,669 | $117,104 |
| QUALCOMM INC |
742,397 | -376,174 | $113,453 |
| QCOM | 742,397 | -376,174 | $113,453 |
| TESLA INC |
102,068 | +21,235 | $109,988 |
| TSLA | 102,068 | +21,235 | $109,988 |
| AON PLC |
337,500 | UNCH | $109,900 |
| AON | 337,500 | UNCH | $109,900 |
| TRIPADVISOR INC |
3,869,871 | -657,435 | $104,951 |
| TRIP | 3,869,871 | -657,435 | $104,951 |
| ON SEMICONDUCTOR CORP |
1,645,688 | -741,802 | $103,037 |
| ON | 1,645,688 | -741,802 | $103,037 |
| MASTERCARD INCORPORATED |
287,913 | +49,517 | $102,894 |
| MA | 287,913 | +49,517 | $102,894 |
| BERKSHIRE HATHAWAY INC DEL |
$101,927 | ||
| BRK.B | 288,820 | +21,289 | $101,927 |
| ELASTIC N V |
1,139,191 | +61,253 | $101,331 |
| ESTC | 1,139,191 | +61,253 | $101,331 |
| REGENERON PHARMACEUTICALS |
145,000 | -25,000 | $101,271 |
| REGN | 145,000 | -25,000 | $101,271 |
| UNITY SOFTWARE INC |
1,010,656 | +886,135 | $100,267 |
| U | 1,010,656 | +886,135 | $100,267 |
| ESSENT GROUP LTD |
2,387,500 | +215,500 | $98,389 |
| ESNT | 2,387,500 | +215,500 | $98,389 |
| SEAGATE TECHNOLOGY HLDNGS PL |
1,092,045 | -1,261,201 | $98,175 |
| STX | 1,092,045 | -1,261,201 | $98,175 |
| STERIS PLC |
397,200 | -16,281 | $96,031 |
| STE | 397,200 | -16,281 | $96,031 |
| BOSTON SCIENTIFIC CORP |
2,156,268 | +29,209 | $95,501 |
| BSX | 2,156,268 | +29,209 | $95,501 |
| ADOBE SYSTEMS INCORPORATED |
206,983 | -130,723 | $94,306 |
| ADBE | 206,983 | -130,723 | $94,306 |
See Full List: All Stocks Held By Polar Capital Holdings Plc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Polar Capital Holdings Plc
|
Size ($ in 1000's)
At 03/31/2022: $22,161,842 At 12/31/2021: $26,656,998 Combined Holding Report Includes:
Polar Capital Holdings Plc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Polar Capital Holdings Plc 13F filings. Link to 13F filings: SEC filings |
