HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
$835,536 | ||
| MSFT | 2,437,862 | -315,762 | $830,190 |
| Call | 15,700 | +2,400 | $5,346 |
 NVIDIA CORPORATION |
1,656,485 | +198,563 | $700,726 |
| NVDA | 1,656,485 | +198,563 | $700,726 |
| APPLE INC |
$696,110 | ||
| AAPL | 3,566,851 | -459,112 | $691,862 |
| Call | 21,900 | +21,900 | $4,248 |
| ADVANCED MICRO DEVICES INC |
3,598,563 | -273,839 | $409,912 |
| AMD | 3,598,563 | -273,839 | $409,912 |
| META PLATFORMS INC |
1,213,283 | +253,667 | $348,188 |
| META | 1,213,283 | +253,667 | $348,188 |
| ALPHABET INC |
2,720,814 | +252,759 | $329,137 |
| GOOG | 2,720,814 | +252,759 | $329,137 |
| ALPHABET INC |
2,582,149 | +332,020 | $309,083 |
| GOOGL | 2,582,149 | +354,020 | $309,083 |
| ARCH CAP GROUP LTD |
3,634,292 | -277,721 | $272,027 |
| ACGL | 3,634,292 | -277,721 | $272,027 |
| AMAZON COM INC |
1,906,696 | +634,852 | $248,557 |
| AMZN | 1,906,696 | +634,852 | $248,557 |
| MARSH & MCLENNAN COS INC |
1,024,988 | -63,899 | $192,780 |
| MMC | 1,024,988 | -63,899 | $192,780 |
| RENAISSANCERE HLDGS LTD |
1,027,437 | +5,351 | $191,638 |
| RNR | 1,027,437 | +5,351 | $191,638 |
| CHUBB LIMITED |
940,241 | -18,364 | $181,053 |
| CB | 940,241 | -18,364 | $181,053 |
| MONOLITHIC PWR SYS INC |
334,519 | -2,454 | $180,717 |
| MPWR | 334,519 | -2,454 | $180,717 |
| HUBSPOT INC |
336,924 | -90,183 | $179,274 |
| HUBS | 336,924 | -90,183 | $179,274 |
| SERVICENOW INC |
306,967 | -95,141 | $172,506 |
| NOW | 306,967 | -95,141 | $172,506 |
| PALO ALTO NETWORKS INC |
671,136 | -31,048 | $171,482 |
| PANW | 671,136 | -31,048 | $171,482 |
| LATTICE SEMICONDUCTOR CORP |
1,535,922 | -142,229 | $147,556 |
| LSCC | 1,535,922 | -142,229 | $147,556 |
| KLA CORP |
295,044 | -96,308 | $143,102 |
| KLAC | 295,044 | -96,308 | $143,102 |
| SHOPIFY INC |
2,180,323 | +47,603 | $140,849 |
| SHOP | 2,180,323 | +47,603 | $140,849 |
| MARKEL GROUP INC |
101,250 | -12,500 | $140,047 |
| MKL | 101,250 | -12,500 | $140,047 |
| MCKESSON CORP |
320,552 | +320,552 | $136,975 |
| MCK | 320,552 | +320,552 | $136,975 |
| SYNOPSYS INC |
308,727 | +308,727 | $134,423 |
| SNPS | 308,727 | +308,727 | $134,423 |
| VERTEX PHARMACEUTICALS INC |
375,000 | UNCH | $131,966 |
| VRTX | 375,000 | UNCH | $131,966 |
| CROWDSTRIKE HLDGS INC |
883,864 | -82,591 | $129,813 |
| CRWD | 883,864 | -82,591 | $129,813 |
| LEGEND BIOTECH CORP |
1,872,118 | -103,513 | $129,232 |
| LEGN | 1,872,118 | -103,513 | $129,232 |
| ON SEMICONDUCTOR CORP |
1,343,257 | -130,763 | $127,045 |
| ON | 1,343,257 | -130,763 | $127,045 |
| DEXCOM INC |
973,734 | -1,385,313 | $125,135 |
| DXCM | 973,734 | +114,687 | $125,135 |
| ESSENT GROUP LTD |
2,660,000 | -290,000 | $124,488 |
| ESNT | 2,660,000 | -290,000 | $124,488 |
| BERKLEY W R CORP |
2,000,000 | +162,500 | $119,120 |
| WRB | 2,000,000 | +162,500 | $119,120 |
| XENON PHARMACEUTICALS INC |
3,022,071 | +3,022,071 | $116,350 |
| XENE | 3,022,071 | +3,022,071 | $116,350 |
| INTUITIVE SURGICAL INC |
339,194 | -42,229 | $115,984 |
| ISRG | 339,194 | -42,229 | $115,984 |
| ARISTA NETWORKS INC |
715,318 | -155,210 | $115,924 |
| ANET | 715,318 | -155,210 | $115,924 |
| PURE STORAGE INC |
3,040,568 | -1,515,774 | $111,954 |
| PSTG | 3,040,568 | +1,484,226 | $111,954 |
| REVANCE THERAPEUTICS INC |
4,167,842 | UNCH | $105,488 |
| RVNC | 4,167,842 | UNCH | $105,488 |
| UBER TECHNOLOGIES INC |
2,368,175 | -1,037,754 | $102,234 |
| UBER | 2,368,175 | -1,037,754 | $102,234 |
| TRAVELERS COMPANIES INC |
586,040 | -27,844 | $101,772 |
| TRV | 586,040 | -27,844 | $101,772 |
| HCA HEALTHCARE INC |
331,450 | +97,808 | $100,588 |
| HCA | 331,450 | +97,808 | $100,588 |
| BAIDU INC |
714,283 | +138,061 | $97,792 |
| BIDU | 714,283 | +138,061 | $97,792 |
| EVEREST RE GROUP LTD |
280,000 | UNCH | $95,721 |
| RE | 280,000 | UNCH | $95,721 |
| MERCADOLIBRE INC |
80,663 | -41,609 | $95,553 |
| MELI | 80,663 | -41,609 | $95,553 |
| VISA INC |
401,942 | -313,825 | $95,453 |
| V | 401,942 | -313,825 | $95,453 |
| TESLA INC |
363,956 | +121,263 | $95,273 |
| TSLA | 363,956 | +121,263 | $95,273 |
| REGENERON PHARMACEUTICALS |
132,500 | UNCH | $95,207 |
| REGN | 132,500 | UNCH | $95,207 |
| SEAGEN INC |
489,000 | -60,392 | $94,113 |
| SGEN | 489,000 | -60,392 | $94,113 |
| ACADIA HEALTHCARE COMPANY IN |
1,178,312 | +138,008 | $93,841 |
| ACHC | 1,178,312 | +138,008 | $93,841 |
| BIOGEN INC |
325,000 | +75,000 | $92,576 |
| BIIB | 325,000 | +75,000 | $92,576 |
| ALKERMES PLC |
2,888,016 | UNCH | $90,395 |
| ALKS | 2,888,016 | UNCH | $90,395 |
| MASTERCARD INCORPORATED |
228,488 | -60,084 | $89,864 |
| MA | 228,488 | -60,084 | $89,864 |
| MARVELL TECHNOLOGY INC |
1,466,676 | -51,544 | $87,678 |
| MRVL | 1,466,676 | -51,544 | $87,678 |
| CONFLUENT INC |
2,480,871 | -217,231 | $87,600 |
| CFLT | 2,480,871 | -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 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 |
