HoldingsChannel.com
Polar Capital LLP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 3,711,716 -168,664 $585,338
     MSFT3,711,716-168,664$585,338
APPLE INC      $405,601
     AAPL1,371,239+171,863$402,664
     Call10,000-990,000$2,937
ALPHABET INC 272,580 -37,607 $364,445
     GOOG272,580-37,607$364,445
FACEBOOK INC 1,471,795 +77,921 $302,086
     FB1,471,795+77,921$302,086
ALIBABA GROUP HLDG LTD 1,260,669 +128,599 $267,388
     BABA1,260,669+128,599$267,388
ARCH CAP GROUP LTD 6,110,850 -815,777 $262,094
     ACGL6,110,850-815,777$262,094
ALPHABET INC 188,673 +2,844 $252,707
     GOOGL188,673+2,844$252,707
AMAZON COM INC 122,669 -4,742 $226,673
     AMZN122,669-4,742$226,673
MARSH & MCLENNAN COS INC 1,829,564 -73,142 $203,832
     MMC1,829,564-73,142$203,832
CHUBB LIMITED 1,192,058 -26,268 $185,556
     CB1,192,058-26,268$185,556
ADVANCED MICRO DEVICES INC 3,644,036 -450,848 $167,115
     AMD3,644,036-450,848$167,115
BERKSHIRE HATHAWAY INC DEL      $164,769
     BRK.B727,458-65,221$164,769
QUALCOMM INC 1,791,367 -170,500 $158,052
     QCOM1,791,367-170,500$158,052
MARKEL CORP 124,917 -10,076 $142,801
     MKL124,917-10,076$142,801
VISA INC 747,460 -138,943 $140,448
     V747,460-138,943$140,448
ZENDESK INC 1,598,837 +398,615 $122,519
     ZEN1,598,837+398,615$122,519
ANALOG DEVICES INC 1,025,371 +255,043 $121,855
     ADI1,025,371+255,043$121,855
PAYPAL HLDGS INC 985,051 +182,872 $106,553
     PYPL985,051+182,872$106,553
SALESFORCE COM INC 646,821 -171,936 $105,199
     CRM646,821-171,936$105,199
ALLEGHANY CORP DEL 120,500 -2,250 $96,348
     Y120,500-2,250$96,348
ABBVIE INC 1,048,447 +306,537 $92,829
     ABBV1,048,447+306,537$92,829
RENAISSANCERE HOLDINGS LTD 464,000 -16,200 $90,953
     RNR464,000-16,200$90,953
ADOBE INC 274,404 -66,540 $90,501
     ADBE274,404-66,540$90,501
MERCK & CO INC 968,003 -401,405 $88,040
     MRK968,003-401,405$88,040
ESSENT GROUP LTD 1,675,000 +12,500 $87,083
     ESNT1,675,000+12,500$87,083
SPLUNK INC      $82,572
     SPLK442,599+247,731$66,288
     NOTE 013,500,000+4,100,000$16,284
BERKLEY W R CORP 1,187,500 -50,000 $82,056
     WRB1,187,500-50,000$82,056
DOLBY LABORATORIES INC 1,173,489 -609,277 $80,736
     DLB1,173,489-609,277$80,736
CITIGROUP INC 1,002,901 -302,518 $80,122
     C1,002,901-302,518$80,122
HORIZON THERAPEUTICS PUB LTD 2,159,256 -98,529 $78,165
     HZNP2,159,256-98,529$78,165
NVIDIA CORP 330,368 -101,209 $77,736
     NVDA330,368-101,209$77,736
ALTERYX INC 774,463 +462,893 $77,501
     AYX774,463+462,893$77,501
APPLIED MATLS INC 1,213,184 +423,785 $74,053
     AMAT1,213,184+423,785$74,053
HCA HEALTHCARE INC 496,438 +385,115 $73,379
     HCA496,438+385,115$73,379
PROGRESSIVE CORP OHIO 980,000 +93,700 $70,942
     PGR980,000+93,700$70,942
AON PLC 335,500 -9,500 $69,881
     AON335,500-9,500$69,881
JPMORGAN CHASE & CO 497,194 -181,566 $69,309
     JPM497,194-181,566$69,309
QUOTIENT LTD 7,257,319 +1,111,256 $69,017
     QTNT7,257,319+1,111,256$69,017
MASTERCARD INC 229,738 +7,171 $68,597
     MA229,738+7,171$68,597
TRAVELERS COMPANIES INC 500,000 +20,000 $68,475
     TRV500,000+20,000$68,475
BANK AMER CORP 1,941,377 -854,508 $68,375
     BAC1,941,377-854,508$68,375
DERMIRA INC      $67,672
     DERM2,841,540+797,860$43,078
     NOTE 326,600,000+1,850,000$24,594
BRISTOL MYERS SQUIBB CO 1,050,395 +1,050,395 $67,425
     BMY1,050,395+1,050,395$67,425
UBER TECHNOLOGIES INC 2,252,905 +1,286,532 $67,001
     UBER2,252,905+1,286,532$67,001
CANADIAN NAT RES LTD 1,780,434 -569,570 $66,710
     CNQ1,780,434-569,570$66,710
ANSYS INC 255,903 -103,745 $65,872
     ANSS255,903-103,745$65,872
DANAHER CORPORATION 411,861 -328,870 $63,212
     DHR411,861-328,870$63,212
AUTODESK INC 342,923 -169,773 $62,913
     ADSK342,923-169,773$62,913
BIO RAD LABS INC 167,410 -44,466 $61,947
     BIO167,410-44,466$61,947
ZIMMER BIOMET HLDGS INC 412,323 +412,323 $61,717
     ZBH412,323+412,323$61,717

See Full List: All Stocks Held By Polar Capital LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Polar Capital LLP

Size ($ in 1000's)
At 12/31/2019: $11,491,918
At 09/30/2019: $11,118,934

Polar Capital LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Polar Capital LLP 13F filings. Link to 13F filings: SEC filings

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

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