HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
1,976,424 | -481,367 | $743,214 |
| MSFT | 1,976,424 | -461,017 | $743,214 |
| NVIDIA CORPORATION |
1,458,016 | -224,237 | $722,039 |
| NVDA | 1,458,016 | -224,237 | $722,039 |
| APPLE INC |
2,880,033 | -312,864 | $553,352 |
| AAPL | 2,880,033 | -284,664 | $553,352 |
| ADVANCED MICRO DEVICES INC |
3,374,048 | -173,970 | $497,368 |
| AMD | 3,374,048 | -173,970 | $497,368 |
| ALPHABET INC |
2,465,837 | -380,116 | $347,510 |
| GOOG | 2,465,837 | -380,116 | $347,510 |
| ALPHABET INC |
2,420,199 | -313,452 | $338,078 |
| GOOGL | 2,420,199 | -313,452 | $338,078 |
| META PLATFORMS INC |
923,318 | -368,754 | $326,818 |
| META | 923,318 | -368,754 | $326,818 |
| AMAZON COM INC |
2,062,322 | +229,579 | $313,349 |
| AMZN | 2,062,322 | +229,579 | $313,349 |
| ARCH CAP GROUP LTD |
3,143,192 | -161,751 | $233,445 |
| ACGL | 3,143,192 | -161,751 | $233,445 |
| RENAISSANCERE HLDGS LTD |
1,095,417 | -9,339 | $214,702 |
| RNR | 1,095,417 | -9,339 | $214,702 |
| CHUBB LIMITED |
903,741 | UNCH | $204,245 |
| CB | 903,741 | UNCH | $204,245 |
| CROWDSTRIKE HLDGS INC |
751,404 | -156,738 | $191,848 |
| CRWD | 751,404 | -156,738 | $191,848 |
| ARISTA NETWORKS INC |
788,612 | +144,621 | $185,726 |
| ANET | 788,612 | +144,621 | $185,726 |
| MARSH & MCLENNAN COS INC |
954,928 | -8,194 | $180,930 |
| MMC | 954,928 | -8,194 | $180,930 |
| REGENERON PHARMACEUTICALS |
197,847 | +65,347 | $173,767 |
| REGN | 197,847 | +65,347 | $173,767 |
| SERVICENOW INC |
241,119 | -87,574 | $170,348 |
| NOW | 241,119 | -87,574 | $170,348 |
| MICRON TECHNOLOGY INC |
1,944,966 | +1,822,675 | $165,983 |
| MU | 1,944,966 | +1,822,675 | $165,983 |
| SHOPIFY INC |
2,003,722 | -3,566 | $156,090 |
| SHOP | 2,003,722 | -3,566 | $156,090 |
| MONGODB INC |
348,479 | +100,220 | $142,476 |
| MDB | 348,479 | +100,220 | $142,476 |
| XENON PHARMACEUTICALS INC |
3,066,628 | +62,881 | $141,249 |
| XENE | 3,066,628 | +62,881 | $141,249 |
| MONOLITHIC PWR SYS INC |
220,219 | -52,872 | $138,910 |
| MPWR | 220,219 | -52,872 | $138,910 |
| KLA CORP |
235,933 | -15,386 | $137,148 |
| KLAC | 235,933 | -15,386 | $137,148 |
| SYNOPSYS INC |
263,581 | -36,528 | $135,720 |
| SNPS | 263,581 | -36,528 | $135,720 |
| BERKLEY W R CORP |
1,907,500 | -17,500 | $134,898 |
| WRB | 1,907,500 | -17,500 | $134,898 |
| TESLA INC |
524,005 | -11,744 | $130,205 |
| TSLA | 524,005 | -11,744 | $130,205 |
| NETFLIX INC |
260,924 | +260,924 | $127,039 |
| NFLX | 260,924 | +260,924 | $127,039 |
| ESSENT GROUP LTD |
2,387,500 | -12,500 | $125,917 |
| ESNT | 2,387,500 | -12,500 | $125,917 |
| CELLDEX THERAPEUTICS INC NEW |
3,135,871 | +709,115 | $124,369 |
| CLDX | 3,135,871 | +709,115 | $124,369 |
| HUBSPOT INC |
213,293 | -93,061 | $123,825 |
| HUBS | 213,293 | -93,061 | $123,825 |
 CYTOKINETICS INC |
$121,312 | ||
| CYTK | 1,417,054 | -1,237,391 | $118,310 |
| NOTE 3 | 1,700,000 | UNCH | $3,002 |
| MARKEL GROUP INC |
85,000 | -9,200 | $120,692 |
| MKL | 85,000 | -9,200 | $120,692 |
| ADOBE INC |
191,607 | +53,455 | $114,313 |
| ADBE | 191,607 | +53,455 | $114,313 |
| PALO ALTO NETWORKS INC |
386,714 | -155,327 | $114,034 |
| PANW | 386,714 | -155,327 | $114,034 |
| SNOWFLAKE INC |
554,720 | -111,997 | $110,389 |
| SNOW | 554,720 | -111,997 | $110,389 |
| NEUROCRINE BIOSCIENCES INC |
835,833 | +510,833 | $110,129 |
| NBIX | 835,833 | +510,833 | $110,129 |
| FABRINET |
568,254 | +25,500 | $108,156 |
| FN | 568,254 | +25,500 | $108,156 |
| INTUITIVE SURGICAL INC |
318,763 | +51,942 | $107,538 |
| ISRG | 318,763 | +51,942 | $107,538 |
| CYBERARK SOFTWARE LTD |
489,709 | -105,100 | $107,271 |
| CYBR | 489,709 | -105,100 | $107,271 |
| PURE STORAGE INC |
2,990,316 | -1,078,356 | $106,635 |
| PSTG | 2,990,316 | -1,078,356 | $106,635 |
| TRAVELERS COMPANIES INC |
546,513 | -19,286 | $104,105 |
| TRV | 546,513 | -19,286 | $104,105 |
| QUALCOMM INC |
718,114 | +141,291 | $103,861 |
| QCOM | 718,114 | +141,291 | $103,861 |
| ZSCALER INC |
$103,518 | ||
| ZS | 441,161 | +44,726 | $97,744 |
| NOTE 0 | 3,800,000 | +3,800,000 | $5,774 |
| RAMBUS INC DEL |
1,511,521 | +97,127 | $103,161 |
| RMBS | 1,511,521 | +97,127 | $103,161 |
| EVEREST GROUP LTD |
290,978 | +290,978 | $102,884 |
| EG | 290,978 | +290,978 | $102,884 |
| HCA HEALTHCARE INC |
366,286 | +34,341 | $99,146 |
| HCA | 366,286 | +34,341 | $99,146 |
| ELASTIC N V |
866,220 | +722,877 | $97,623 |
| ESTC | 866,220 | +722,877 | $97,623 |
| CADENCE DESIGN SYSTEM INC |
352,185 | +352,185 | $95,925 |
| CDNS | 352,185 | +352,185 | $95,925 |
| AVADEL PHARMACEUTICALS PLC |
6,751,782 | +2,238,818 | $95,335 |
| AVDL | 6,751,782 | +2,238,818 | $95,335 |
| PROGRESSIVE CORP |
587,500 | UNCH | $93,577 |
| PGR | 587,500 | UNCH | $93,577 |
| DATADOG INC |
$90,204 | ||
| DDOG | 642,463 | -80,551 | $77,982 |
| NOTE 0 | 8,750,000 | +5,500,000 | $12,222 |
See Full List: All Stocks Held By Polar Capital Holdings Plc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Polar Capital Holdings Plc
|
Size ($ in 1000's)
At 12/31/2023: $14,497,874 At 09/30/2023: $13,678,929 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 |
