HoldingsChannel.com
Polar Capital Holdings Plc Top Holdings
As of  06/30/2023, below is a summary of the Polar Capital Holdings Plc top holdings by largest position size, as per the latest 13f filing made by Polar Capital Holdings Plc. In the Polar Capital Holdings Plc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Polar Capital Holdings Plc in that top holding, then the share count change between reporting periods, and finally the Polar Capital Holdings Plc top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
MICROSOFT CORP      $835,536
     MSFT2,437,862-315,762$830,190
     Call15,700+2,400$5,346
NVIDIA CORPORATION 1,656,485 +198,563 $700,726
     NVDA1,656,485+198,563$700,726
APPLE INC      $696,110
     AAPL3,566,851-459,112$691,862
     Call21,900+21,900$4,248
ADVANCED MICRO DEVICES INC 3,598,563 -273,839 $409,912
     AMD3,598,563-273,839$409,912
META PLATFORMS INC 1,213,283 +253,667 $348,188
     META1,213,283+253,667$348,188
ALPHABET INC 2,720,814 +252,759 $329,137
     GOOG2,720,814+252,759$329,137
ALPHABET INC 2,582,149 +332,020 $309,083
     GOOGL2,582,149+354,020$309,083
ARCH CAP GROUP LTD 3,634,292 -277,721 $272,027
     ACGL3,634,292-277,721$272,027
AMAZON COM INC 1,906,696 +634,852 $248,557
     AMZN1,906,696+634,852$248,557
MARSH & MCLENNAN COS INC 1,024,988 -63,899 $192,780
     MMC1,024,988-63,899$192,780
RENAISSANCERE HLDGS LTD 1,027,437 +5,351 $191,638
     RNR1,027,437+5,351$191,638
CHUBB LIMITED 940,241 -18,364 $181,053
     CB940,241-18,364$181,053
MONOLITHIC PWR SYS INC 334,519 -2,454 $180,717
     MPWR334,519-2,454$180,717
HUBSPOT INC 336,924 -90,183 $179,274
     HUBS336,924-90,183$179,274
SERVICENOW INC 306,967 -95,141 $172,506
     NOW306,967-95,141$172,506
PALO ALTO NETWORKS INC 671,136 -31,048 $171,482
     PANW671,136-31,048$171,482
LATTICE SEMICONDUCTOR CORP 1,535,922 -142,229 $147,556
     LSCC1,535,922-142,229$147,556
KLA CORP 295,044 -96,308 $143,102
     KLAC295,044-96,308$143,102
SHOPIFY INC 2,180,323 +47,603 $140,849
     SHOP2,180,323+47,603$140,849
MARKEL GROUP INC 101,250 -12,500 $140,047
     MKL101,250-12,500$140,047
MCKESSON CORP 320,552 +320,552 $136,975
     MCK320,552+320,552$136,975
SYNOPSYS INC 308,727 +308,727 $134,423
     SNPS308,727+308,727$134,423
VERTEX PHARMACEUTICALS INC 375,000 UNCH $131,966
     VRTX375,000UNCH$131,966
CROWDSTRIKE HLDGS INC 883,864 -82,591 $129,813
     CRWD883,864-82,591$129,813
LEGEND BIOTECH CORP 1,872,118 -103,513 $129,232
     LEGN1,872,118-103,513$129,232
ON SEMICONDUCTOR CORP 1,343,257 -130,763 $127,045
     ON1,343,257-130,763$127,045
DEXCOM INC 973,734 -1,385,313 $125,135
     DXCM973,734+114,687$125,135
ESSENT GROUP LTD 2,660,000 -290,000 $124,488
     ESNT2,660,000-290,000$124,488
BERKLEY W R CORP 2,000,000 +162,500 $119,120
     WRB2,000,000+162,500$119,120
XENON PHARMACEUTICALS INC 3,022,071 +3,022,071 $116,350
     XENE3,022,071+3,022,071$116,350
INTUITIVE SURGICAL INC 339,194 -42,229 $115,984
     ISRG339,194-42,229$115,984
ARISTA NETWORKS INC 715,318 -155,210 $115,924
     ANET715,318-155,210$115,924
PURE STORAGE INC 3,040,568 -1,515,774 $111,954
     PSTG3,040,568+1,484,226$111,954
REVANCE THERAPEUTICS INC 4,167,842 UNCH $105,488
     RVNC4,167,842UNCH$105,488
UBER TECHNOLOGIES INC 2,368,175 -1,037,754 $102,234
     UBER2,368,175-1,037,754$102,234
TRAVELERS COMPANIES INC 586,040 -27,844 $101,772
     TRV586,040-27,844$101,772
HCA HEALTHCARE INC 331,450 +97,808 $100,588
     HCA331,450+97,808$100,588
BAIDU INC 714,283 +138,061 $97,792
     BIDU714,283+138,061$97,792
EVEREST RE GROUP LTD 280,000 UNCH $95,721
     RE280,000UNCH$95,721
MERCADOLIBRE INC 80,663 -41,609 $95,553
     MELI80,663-41,609$95,553
VISA INC 401,942 -313,825 $95,453
     V401,942-313,825$95,453
TESLA INC 363,956 +121,263 $95,273
     TSLA363,956+121,263$95,273
REGENERON PHARMACEUTICALS 132,500 UNCH $95,207
     REGN132,500UNCH$95,207
SEAGEN INC 489,000 -60,392 $94,113
     SGEN489,000-60,392$94,113
ACADIA HEALTHCARE COMPANY IN 1,178,312 +138,008 $93,841
     ACHC1,178,312+138,008$93,841
BIOGEN INC 325,000 +75,000 $92,576
     BIIB325,000+75,000$92,576
ALKERMES PLC 2,888,016 UNCH $90,395
     ALKS2,888,016UNCH$90,395
MASTERCARD INCORPORATED 228,488 -60,084 $89,864
     MA228,488-60,084$89,864
MARVELL TECHNOLOGY INC 1,466,676 -51,544 $87,678
     MRVL1,466,676-51,544$87,678
CONFLUENT INC 2,480,871 -217,231 $87,600
     CFLT2,480,871-217,231$87,600

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 06/30/2023: $14,497,705
At 03/31/2023: $13,719,232

Combined Holding Report Includes:
Polar Capital Holdings Plc
Polar Capital LLP
Polar Capital Switzerland AG

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

Polar Capital Holdings Plc Top Holdings 13F Filings | www.HoldingsChannel.com

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