HoldingsChannel.com
Polar Capital LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP      $528,166
     MSFT3,323,467-388,249$524,144
     Call25,500+25,500$4,022
APPLE INC      $328,710
     AAPL1,277,756-93,483$324,921
     Call14,900+4,900$3,789
AMAZON COM INC 156,830 +34,161 $305,775
     AMZN156,830+34,161$305,775
ALIBABA GROUP HLDG LTD 1,494,292 +233,623 $290,610
     BABA1,494,292+233,623$290,610
ALPHABET INC 202,559 -70,021 $235,538
     GOOG202,559-70,021$235,538
ADVANCED MICRO DEVICES INC 4,588,862 +944,826 $208,701
     AMD4,588,862+944,826$208,701
ALPHABET INC 167,110 -21,563 $194,173
     GOOGL167,110-21,563$194,173
FACEBOOK INC 1,041,044 -430,751 $173,646
     FB1,041,044-430,751$173,646
MARSH & MCLENNAN COS INC 1,947,575 +118,011 $168,387
     MMC1,947,575+118,011$168,387
ARCH CAP GROUP LTD 5,864,943 -245,907 $166,916
     ACGL5,864,943-245,907$166,916
NVIDIA CORP 569,973 +239,605 $150,245
     NVDA569,973+239,605$150,245
CHUBB LIMITED 1,192,055 -3 $133,141
     CB1,192,055-3$133,141
BERKSHIRE HATHAWAY INC DEL      $125,038
     BRK.B683,905-43,553$125,038
INTEL CORP      $123,761
     INTC2,214,788+2,214,788$119,864
     Call72,000+72,000$3,897
VISA INC 735,681 -11,779 $118,533
     V735,681-11,779$118,533
SALESFORCE COM INC 757,572 +110,751 $109,075
     CRM757,572+110,751$109,075
MARKEL CORP 115,557 -9,360 $107,224
     MKL115,557-9,360$107,224
NETFLIX INC 255,355 +241,485 $95,886
     NFLX255,355+241,485$95,886
BRISTOL MYERS SQUIBB CO 1,637,062 +586,667 $91,250
     BMY1,637,062+586,667$91,250
ACTIVISION BLIZZARD INC 1,457,647 +737,993 $86,701
     ATVI1,457,647+737,993$86,701
ABBVIE INC 1,123,701 +75,254 $85,615
     ABBV1,123,701+75,254$85,615
ADOBE INC 266,901 -7,503 $84,939
     ADBE266,901-7,503$84,939
HORIZON THERAPEUTICS PUB LTD 2,676,492 +517,236 $79,278
     HZNP2,676,492+517,236$79,278
SERVICENOW INC 268,574 +85,107 $76,968
     NOW268,574+85,107$76,968
LUMENTUM HLDGS INC 995,938 -2,004,062 $73,401
     LITE995,938+995,938$73,401
RINGCENTRAL INC      $73,268
     RNG338,944+100,221$71,826
     NOTE 3 1550,000-4,200,000$1,442
ALLEGHANY CORP DEL 132,500 +12,000 $73,186
     Y132,500+12,000$73,186
MASTERCARD INC 301,866 +72,128 $72,919
     MA301,866+72,128$72,919
CROWDSTRIKE HLDGS INC 1,308,265 +1,308,265 $72,844
     CRWD1,308,265+1,308,265$72,844
CLOUDFLARE INC 3,088,737 +2,777,990 $72,524
     NET3,088,737+2,777,990$72,524
PAYPAL HLDGS INC 748,505 -236,546 $71,662
     PYPL748,505-236,546$71,662
QUALCOMM INC 1,038,826 -752,541 $70,277
     QCOM1,038,826-752,541$70,277
BIO RAD LABS INC 199,434 +32,024 $69,914
     BIO199,434+32,024$69,914
EVERBRIDGE INC 651,913 -47,411 $69,337
     EVBG651,913-47,411$69,337
RENAISSANCERE HOLDINGS LTD 464,000 UNCH $69,284
     RNR464,000UNCH$69,284
TRAVELERS COMPANIES INC 675,636 +175,636 $67,124
     TRV675,636+175,636$67,124
ARISTA NETWORKS INC 326,022 +291,868 $66,036
     ANET326,022+291,868$66,036
ZENDESK INC 1,008,576 -590,261 $64,559
     ZEN1,008,576-590,261$64,559
APPLIED MATLS INC 1,389,059 +175,875 $63,647
     AMAT1,389,059+175,875$63,647
SPLUNK INC      $62,635
     SPLK470,581+27,982$59,401
     NOTE 03,000,000-10,500,000$3,234
BERKLEY W R CORP 1,187,500 UNCH $61,952
     WRB1,187,500UNCH$61,952
ESSENT GROUP LTD 2,300,000 +625,000 $60,582
     ESNT2,300,000+625,000$60,582
PINTEREST INC 3,787,781 +1,800,462 $58,483
     PINS3,787,781+1,800,462$58,483
BAXTER INTL INC 714,518 +84,821 $58,012
     BAX714,518+84,821$58,012
SPOTIFY TECHNOLOGY S A 461,953 +151,342 $56,100
     SPOT461,953+151,342$56,100
LATTICE SEMICONDUCTOR CORP 3,123,731 +3,123,731 $55,665
     LSCC3,123,731+3,123,731$55,665
AXON ENTERPRISE INC 779,235 +200,482 $55,146
     AAXN779,235+200,482$55,146
AKAMAI TECHNOLOGIES INC      $54,937
     AKAM555,131+59,205$50,789
     NOTE 03,700,000+3,700,000$4,148
BOSTON SCIENTIFIC CORP 1,670,649 +315,454 $54,513
     BSX1,670,649+315,454$54,513
ALTERYX INC 568,638 -205,825 $54,117
     AYX568,638-205,825$54,117

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 03/31/2020: $9,311,399
At 12/31/2019: $11,491,918

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.