HoldingsChannel.com
Polar Capital LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 3,776,941 +193,683 $505,959
     MSFT3,776,941+193,683$505,959
ALPHABET INC 297,815 -24,110 $321,911
     GOOG297,815-24,110$321,911
AMAZON COM INC 142,700 +5,964 $270,221
     AMZN142,700+5,964$270,221
ARCH CAP GROUP LTD 7,252,896 -8,443 $268,937
     ACGL7,252,896-8,443$268,937
FACEBOOK INC 1,244,730 +139,236 $240,233
     FB1,244,730+139,236$240,233
VISA INC 1,173,381 -15,765 $203,640
     V1,173,381-15,765$203,640
CHUBB LIMITED 1,338,915 -144,929 $197,209
     CB1,338,915-144,929$197,209
ALIBABA GROUP HLDG LTD 1,143,403 +3,239 $193,750
     BABA1,143,403+3,239$193,750
APPLE INC 920,416 +18,603 $182,169
     AAPL920,416+18,603$182,169
ALPHABET INC 157,084 -36,133 $170,091
     GOOGL157,084-36,133$170,091
ADVANCED MICRO DEVICES INC 5,563,532 +333,104 $168,964
     AMD5,563,532+333,104$168,964
MARSH & MCLENNAN COS INC 1,474,577 +15,000 $147,089
     MMC1,474,577+15,000$147,089
MARKEL CORP 134,423 +15,580 $146,467
     MKL134,423+15,580$146,467
BERKSHIRE HATHAWAY INC DEL      $144,950
     BRK.B679,973+18,300$144,950
AUTODESK INC 824,834 -58,418 $134,365
     ADSK824,834-58,418$134,365
QUALCOMM INC 1,750,293 +1,750,293 $133,145
     QCOM1,750,293+1,750,293$133,145
SERVICENOW INC 443,031 -57,888 $121,643
     NOW443,031-57,888$121,643
ADOBE INC 405,277 -3,746 $119,415
     ADBE405,277-3,746$119,415
ZENDESK INC 1,320,241 -3,068,297 $117,541
     ZEN1,320,241-68,297$117,541
DANAHER CORPORATION 821,805 -114,717 $117,452
     DHR821,805-114,717$117,452
ARISTA NETWORKS INC 420,960 +82,080 $109,290
     ANET420,960+82,080$109,290
PFIZER INC 2,429,578 +120,497 $105,249
     PFE2,429,578+120,497$105,249
MERCK & CO INC 1,239,699 UNCH $103,949
     MRK1,239,699UNCH$103,949
PAYPAL HLDGS INC 884,676 -227,674 $101,260
     PYPL884,676-227,674$101,260
IQVIA HLDGS INC 586,561 +239,000 $94,378
     IQV586,561+239,000$94,378
CITIGROUP INC 1,310,654 -72,790 $91,785
     C1,310,654-72,790$91,785
DOLBY LABORATORIES INC 1,404,306 +8,272 $90,718
     DLB1,404,306+8,272$90,718
ANTHEM INC      $90,072
     ANTM317,780+45,791$89,681
     NOTE 2100,000-1,500,000$391
ALEXION PHARMACEUTICALS INC 678,592 +219,500 $88,882
     ALXN678,592+219,500$88,882
RENAISSANCERE HOLDINGS LTD 480,200 UNCH $85,480
     RNR480,200UNCH$85,480
ABBOTT LABS 1,005,600 -782,400 $84,571
     ABT1,005,600-782,400$84,571
ALLEGHANY CORP DEL 122,750 UNCH $83,606
     Y122,750UNCH$83,606
KIRKLAND LAKE GOLD LTD 1,654,507 -201,600 $83,275
     KL1,654,507-201,600$83,275
BERKLEY W R CORP 1,237,500 +337,500 $81,588
     WRB1,237,500+337,500$81,588
SYNOPSYS INC 629,290 -88,763 $80,983
     SNPS629,290-88,763$80,983
JPMORGAN CHASE & CO 717,360 -9,452 $80,201
     JPM717,360-9,452$80,201
UBER TECHNOLOGIES INC 1,727,666 +1,727,666 $80,129
     UBER1,727,666+1,727,666$80,129
ANSYS INC 390,703 -18,375 $80,024
     ANSS390,703-18,375$80,024
MASTERCARD INC 295,733 +8,528 $78,230
     MA295,733+8,528$78,230
ANALOG DEVICES INC 692,337 +469,565 $78,144
     ADI692,337+469,565$78,144
ESSENT GROUP LTD 1,650,000 UNCH $77,534
     ESNT1,650,000UNCH$77,534
BIO RAD LABS INC 242,455 -7,184 $75,789
     BIO242,455-7,184$75,789
BOOZ ALLEN HAMILTON HLDG COR 1,143,014 -265,410 $75,679
     BAH1,143,014-265,410$75,679
CANADIAN NAT RES LTD 2,329,258 -15,157 $73,372
     CNQ2,329,258-15,157$73,372
GLOBAL PMTS INC 457,756 -2,701 $73,300
     GPN457,756-2,701$73,300
SUNCOR ENERGY INC NEW 2,010,277 -11,420 $73,259
     SU2,010,277-11,420$73,259
SALESFORCE COM INC 482,573 -43,270 $73,221
     CRM482,573-43,270$73,221
SS&C TECHNOLOGIES HLDGS INC 1,266,427 UNCH $72,959
     SSNC1,266,427UNCH$72,959
BANK AMER CORP 2,485,000 -23,600 $72,065
     BAC2,485,000-23,600$72,065
ALTERYX INC      $71,984
     AYX566,606+100,384$61,828
     NOTE 04,000,000+4,000,000$10,156

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 06/30/2019: $11,394,080
At 03/31/2019: $10,775,841

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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