HoldingsChannel.com
Polar Capital LLP Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 3,583,258 -158,691 $422,609
     MSFT3,583,258-158,691$422,609
ALPHABET INC 321,925 +1,406 $377,718
     GOOG321,925+1,406$377,718
AMAZON COM INC 136,736 +6,104 $243,493
     AMZN136,736+6,104$243,493
ARCH CAP GROUP LTD 7,261,339 -425,074 $234,686
     ACGL7,261,339-425,074$234,686
ALPHABET INC 193,217 +4,225 $227,395
     GOOGL193,217+4,225$227,395
ALIBABA GROUP HLDG LTD 1,140,164 -1,011 $208,023
     BABA1,140,164-1,011$208,023
CHUBB LIMITED 1,483,844 -60,283 $207,857
     CB1,483,844-60,283$207,857
VISA INC 1,189,146 +211,526 $185,733
     V1,189,146+211,526$185,733
FACEBOOK INC 1,105,494 +92,235 $184,275
     FB1,105,494+100,235$184,275
APPLE INC 901,813 -226,582 $171,299
     AAPL901,813-219,282$171,299
ABBOTT LABS 1,788,000 +258,000 $142,933
     ABT1,788,000+258,000$142,933
AUTODESK INC 883,252 +29,028 $137,628
     ADSK883,252+29,028$137,628
MARSH & MCLENNAN COS INC 1,459,577 -138,750 $136,447
     MMC1,459,577-138,750$136,447
ADVANCED MICRO DEVICES INC 5,230,428 +1,040,020 $133,481
     AMD5,230,428+1,055,470$133,481
BERKSHIRE HATHAWAY INC DEL      $132,923
     BRK.B661,673+10,264$132,923
DANAHER CORPORATION 936,522 +191,952 $123,640
     DHR936,522+191,952$123,640
SERVICENOW INC 500,919 +34,995 $123,472
     NOW500,919+34,995$123,472
ZENDESK INC      $122,410
     ZEN1,388,538+9,216$118,026
     NOTE 03,000,000+3,000,000$4,384
MARKEL CORP 118,843 -2,930 $118,396
     MKL118,843-2,930$118,396
PAYPAL HLDGS INC 1,112,350 +54,995 $115,506
     PYPL1,112,350+54,995$115,506
ADOBE INC 409,023 UNCH $109,001
     ADBE409,023UNCH$109,001
ARISTA NETWORKS INC 338,880 -9,011 $106,564
     ANET338,880-9,011$106,564
MERCK & CO INC 1,239,699 +933,250 $103,106
     MRK1,239,699+933,250$103,106
PFIZER INC 2,309,081 +500,000 $98,067
     PFE2,309,081+500,000$98,067
XILINX INC 741,982 +85,169 $94,076
     XLNX741,982+85,169$94,076
DOLBY LABORATORIES INC 1,396,034 -241,400 $87,908
     DLB1,396,034-241,400$87,908
CITIGROUP INC 1,383,444 -29,487 $86,078
     C1,383,444-29,487$86,078
ANTHEM INC      $84,412
     ANTM271,989-27,847$78,055
     NOTE 21,600,000+1,600,000$6,357
SALESFORCE COM INC 525,843 -87,318 $83,278
     CRM525,843-87,318$83,278
SYNOPSYS INC 718,053 +638,437 $82,684
     SNPS718,053+638,437$82,684
BOOZ ALLEN HAMILTON HLDG COR 1,408,424 -200,973 $81,886
     BAH1,408,424-200,973$81,886
SS&C TECHNOLOGIES HLDGS INC 1,266,427 -147,880 $80,659
     SSNC1,266,427-147,880$80,659
SUNCOR ENERGY INC NEW 2,021,697 +23,649 $78,112
     SU2,021,697+23,649$78,112
CANADIAN NAT RES LTD 2,344,415 +8,006 $76,735
     CNQ2,344,415+8,006$76,735
BIO RAD LABS INC 249,639 -1,150 $76,310
     BIO249,639-1,150$76,310
BERKLEY W R CORP 900,000 -90,000 $76,248
     WRB900,000-90,000$76,248
ALLEGHANY CORP DEL 122,750 -11,150 $75,172
     Y122,750-11,150$75,172
ANSYS INC 409,078 -49,532 $74,743
     ANSS409,078-49,532$74,743
JPMORGAN CHASE & CO 726,812 -12,128 $73,575
     JPM726,812-12,128$73,575
UNITED TECHNOLOGIES CORP 566,840 +76,649 $73,060
     UTX566,840+76,649$73,060
ESSENT GROUP LTD 1,650,000 -175,000 $71,693
     ESNT1,650,000-175,000$71,693
BANK AMER CORP 2,508,600 -80,241 $69,212
     BAC2,508,600-80,241$69,212
RENAISSANCERE HOLDINGS LTD 480,200 -39,450 $68,909
     RNR480,200-39,450$68,909
EBAY INC 1,822,074 +8,300 $67,672
     EBAY1,822,074+8,300$67,672
MASTERCARD INC 287,205 +116,781 $67,622
     MA287,205+116,781$67,622
KIRKLAND LAKE GOLD LTD 1,856,107 UNCH $67,293
     KL1,856,107UNCH$67,293
INTUITIVE SURGICAL INC 116,556 -18,641 $66,505
     ISRG116,556-18,641$66,505
PROGRESSIVE CORP OHIO 906,300 -76,450 $65,246
     PGR906,300-76,450$65,246
VARIAN MED SYS INC 454,786 +200,407 $64,452
     VAR454,786+200,407$64,452
TRAVELERS COMPANIES INC 467,400 -18,600 $64,109
     TRV467,400-18,600$64,109

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 03/31/2019: $10,775,841
At 12/31/2018: $9,353,418

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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