HoldingsChannel.com
Polar Capital LLP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 3,880,380 +103,439 $539,489
     MSFT3,880,380+103,439$539,489
APPLE INC      $492,594
     AAPL1,199,376+278,960$268,624
     Call1,000,000+1,000,000$223,970
ALPHABET INC 310,187 +12,372 $378,118
     GOOG310,187+12,372$378,118
ARCH CAP GROUP LTD 6,926,627 -326,269 $290,780
     ACGL6,926,627-326,269$290,780
FACEBOOK INC 1,393,874 +149,144 $248,221
     FB1,393,874+149,144$248,221
ALPHABET INC 185,829 +28,745 $226,923
     GOOGL185,829+28,745$226,923
AMAZON COM INC 127,411 -15,289 $221,174
     AMZN127,411-15,289$221,174
CHUBB LIMITED 1,218,326 -120,589 $196,687
     CB1,218,326-120,589$196,687
MARSH & MCLENNAN COS INC 1,902,706 +428,129 $190,366
     MMC1,902,706+428,129$190,366
ALIBABA GROUP HLDG LTD 1,132,070 -11,333 $189,316
     BABA1,132,070-11,333$189,316
BERKSHIRE HATHAWAY INC DEL      $164,893
     BRK.B792,679+112,706$164,893
MARKEL CORP 134,993 +570 $159,548
     MKL134,993+570$159,548
VISA INC 886,403 -286,978 $152,470
     V886,403-286,978$152,470
QUALCOMM INC 1,961,867 +211,574 $149,651
     QCOM1,961,867+211,574$149,651
SALESFORCE COM INC 818,757 +336,184 $121,536
     CRM818,757+336,184$121,536
ADVANCED MICRO DEVICES INC 4,094,884 -1,468,648 $118,711
     AMD4,094,884-1,468,648$118,711
MERCK & CO INC 1,369,408 +129,709 $115,277
     MRK1,369,408+129,709$115,277
DOLBY LABORATORIES INC 1,782,766 +378,460 $115,238
     DLB1,782,766+378,460$115,238
SERVICENOW INC 427,647 -15,384 $108,558
     NOW427,647-15,384$108,558
DANAHER CORPORATION 740,731 -81,074 $106,984
     DHR740,731-81,074$106,984
ALLEGHANY CORP DEL 122,750 UNCH $97,925
     Y122,750UNCH$97,925
ADOBE INC 340,944 -64,333 $94,186
     ADBE340,944-64,333$94,186
RENAISSANCERE HOLDINGS LTD 480,200 UNCH $92,895
     RNR480,200UNCH$92,895
CITIGROUP INC 1,305,419 -5,235 $90,178
     C1,305,419-5,235$90,178
BERKLEY W R CORP 1,237,500 UNCH $89,385
     WRB1,237,500UNCH$89,385
ZENDESK INC 1,200,222 -120,019 $87,472
     ZEN1,200,222-120,019$87,472
ANALOG DEVICES INC 770,328 +77,991 $86,069
     ADI770,328+77,991$86,069
PAYPAL HLDGS INC 802,179 -82,497 $83,098
     PYPL802,179-82,497$83,098
BANK AMER CORP 2,795,885 +310,885 $81,556
     BAC2,795,885+310,885$81,556
JPMORGAN CHASE & CO 678,760 -38,600 $79,883
     JPM678,760-38,600$79,883
ANSYS INC 359,648 -31,055 $79,612
     ANSS359,648-31,055$79,612
ESSENT GROUP LTD 1,662,500 +12,500 $79,251
     ESNT1,662,500+12,500$79,251
INTUITIVE SURGICAL INC 145,315 +109,577 $78,460
     ISRG145,315+109,577$78,460
AUTODESK INC 512,696 -312,138 $75,725
     ADSK512,696-312,138$75,725
NVIDIA CORP 431,577 +9,200 $75,125
     NVDA431,577+9,200$75,125
CANADIAN NAT RES LTD 2,350,004 +20,746 $73,899
     CNQ2,350,004+20,746$73,899
TRAVELERS COMPANIES INC 480,000 +12,600 $71,371
     TRV480,000+12,600$71,371
BIO RAD LABS INC 211,876 -30,579 $70,500
     BIO211,876-30,579$70,500
PROGRESSIVE CORP OHIO 886,300 +30,000 $68,467
     PGR886,300+30,000$68,467
ANTHEM INC      $67,515
     ANTM279,800-37,980$67,180
     NOTE 2100,000UNCH$335
EXPEDIA GROUP INC 502,290 +263,976 $67,513
     EXPE502,290+263,976$67,513
MARVELL TECHNOLOGY GROUP LTD 2,684,709 +876,002 $67,037
     MRVL2,684,709+876,002$67,037
AON PLC 345,000 UNCH $66,782
     AON345,000UNCH$66,782
SYNOPSYS INC 475,161 -154,129 $65,216
     SNPS475,161-154,129$65,216
BOSTON SCIENTIFIC CORP 1,574,224 +554,246 $64,055
     BSX1,574,224+554,246$64,055
BOOZ ALLEN HAMILTON HLDG COR 900,363 -242,651 $63,944
     BAH900,363-242,651$63,944
SS&C TECHNOLOGIES HLDGS INC 1,239,757 -26,670 $63,934
     SSNC1,239,757-26,670$63,934
AMETEK INC NEW 688,682 +148,951 $63,235
     AME688,682+148,951$63,235
UNITED TECHNOLOGIES CORP 460,518 -31,418 $62,870
     UTX460,518-31,418$62,870
FISERV INC 605,991 +98,162 $62,775
     FISV605,991+98,162$62,775

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 09/30/2019: $11,118,934
At 06/30/2019: $11,394,080

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.