Polar Capital Holdings Plc Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$16.4B
Holdings
284
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 9,585,134 | $1.0T | 6326.40% | |
| 2 | METAMETA PLATFORMS INC | 1,550,466 | $893.6B | 5442.08% | |
| 3 | MSFTMICROSOFT CORP | 1,211,187 | $454.7B | 2768.87% | Call |
| 4 | AVGOBROADCOM INC | 2,371,920 | $397.1B | 2418.48% | |
| 5 | RNRRENAISSANCERE HLDGS LTD | 1,353,364 | $324.8B | 1978.04% | |
| 6 | ACGLARCH CAP GROUP LTD | 3,213,917 | $309.1B | 1882.47% | |
| 7 | AAPLAPPLE INC | 1,327,582 | $294.9B | 1795.88% | Call |
| 8 | BABAALIBABA GROUP HLDG LTD | 2,143,441 | $283.4B | 1726.04% | |
| 9 | CYBRCYBERARK SOFTWARE LTD | 775,704 | $262.2B | 1596.69% | |
| 10 | FERGFERGUSON ENTERPRISES INC | 59,250 | $256.6B | 1562.45% | |
| 11 | NETCLOUDFLARE INC | 2,270,357 | $255.8B | 1558.08% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 456,555 | $251.1B | 1529.29% | |
| 13 | AMZNAMAZON COM INC | 1,187,512 | $225.9B | 1375.92% | |
| 14 | CBCHUBB LIMITED | 747,000 | $225.6B | 1373.80% | |
| 15 | MRSHMARSH & MCLENNAN COS INC | 874,000 | $213.3B | 1298.86% | |
| 16 | KLACKLA CORP | 308,730 | $209.9B | 1278.11% | |
| 17 | WRBBERKLEY W R CORP | 2,925,000 | $208.1B | 1267.57% | |
| 18 | GOOGLALPHABET INC | 1,331,126 | $205.8B | 1253.57% | |
| 19 | GOOGALPHABET INC | 1,287,595 | $201.2B | 1225.05% | |
| 20 | MLB1MERCADOLIBRE INC | 100,973 | $197.0B | 1199.62% | |
| 21 | NFLXNETFLIX INC | 208,025 | $194.0B | 1181.37% | |
| 22 | AMDADVANCED MICRO DEVICES INC | 1,752,561 | $180.1B | 1096.53% | |
| 23 | PGRPROGRESSIVE CORP | 612,735 | $173.4B | 1056.05% | |
| 24 | SNOWSNOWFLAKE INC | 1,153,970 | $168.7B | 1027.15% | |
| 25 | ESNTESSENT GROUP LTD | 2,650,000 | $153.0B | 931.50% | |
| 26 | GLWCORNING INC | 3,331,510 | $152.5B | 928.81% | |
| 27 | MKLMARKEL GROUP INC | 80,250 | $150.0B | 913.70% | |
| 28 | REEVEREST GROUP LTD | 395,000 | $143.5B | 873.99% | |
| 29 | HOODROBINHOOD MKTS INC | 3,363,569 | $140.0B | 852.53% | |
| 30 | TRVTRAVELERS COMPANIES INC | 523,000 | $138.3B | 842.31% | |
| 31 | SHOPSHOPIFY INC | 1,413,899 | $135.0B | 822.13% | |
| 32 | MUMICRON TECHNOLOGY INC | 1,548,741 | $134.6B | 819.52% | |
| 33 | CLSCELESTICA INC | 1,689,233 | $133.1B | 810.74% | |
| 34 | COHRCOHERENT CORP | 1,997,965 | $129.7B | 790.15% | |
| 35 | ANETARISTA NETWORKS INC | 1,661,386 | $128.7B | 783.92% | |
| 36 | GEVGE VERNOVA INC | 413,591 | $126.3B | 768.92% | |
| 37 | ORCLORACLE CORP | 894,198 | $125.0B | 761.34% | |
| 38 | ESTCELASTIC N V | 1,391,334 | $124.0B | 754.95% | |
| 39 | CRWDCROWDSTRIKE HLDGS INC | 347,911 | $122.7B | 747.02% | |
| 40 | ISRGINTUITIVE SURGICAL INC | 247,303 | $122.5B | 745.90% | |
| 41 | AXONAXON ENTERPRISE INC | 221,938 | $116.7B | 710.86% | |
| 42 | PSTGPURE STORAGE INC | 2,590,259 | $114.7B | 698.33% | |
| 43 | RYANRYAN SPECIALTY HOLDINGS INC | 1,515,000 | $111.9B | 681.54% | |
| 44 | TWLOTWILIO INC | 1,129,470 | $110.6B | 673.46% | |
| 45 | ARQTARCUTIS BIOTHERAPEUTICS INC | 6,706,475 | $104.9B | 638.76% | |
| 46 | PANWPALO ALTO NETWORKS INC | 594,491 | $101.4B | 617.78% | |
| 47 | CYTKCYTOKINETICS INC | 2,455,737 | $98.7B | 601.05% | |
| 48 | RGAREINSURANCE GRP OF AMERICA I | 482,500 | $95.0B | 578.56% | |
| 49 | FLEXFLEX LTD | 2,791,069 | $92.3B | 562.27% | |
| 50 | XENEXENON PHARMACEUTICALS INC | 2,623,039 | $88.0B | 535.93% | |
| 51 | TSLATESLA INC | 335,491 | $86.9B | 529.49% | |
| 52 | HUBSHUBSPOT INC | 147,106 | $84.0B | 511.80% | |
| 53 | SRRKSCHOLAR ROCK HLDG CORP | 2,583,371 | $83.1B | 505.80% | |
| 54 | APHAMPHENOL CORP NEW | 1,263,479 | $82.9B | 504.68% | |
| 55 | ASNDASCENDIS PHARMA A/S | 525,000 | $81.8B | 498.31% | |
| 56 | TEAMATLASSIAN CORPORATION | 383,046 | $81.3B | 495.02% | |
| 57 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 805,867 | $79.0B | 480.90% | |
| 58 | MTSIMACOM TECH SOLUTIONS HLDGS I | 782,372 | $78.5B | 478.27% | |
| 59 | NOWSERVICENOW INC | 98,100 | $78.1B | 475.63% | |
| 60 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1,942,767 | $78.0B | 475.14% | |
| 61 | SWTXSPRINGWORKS THERAPEUTICS INC | 1,750,000 | $77.2B | 470.31% | |
| 62 | GMEDGLOBUS MED INC | 1,050,380 | $76.9B | 468.24% | |
| 63 | LLYELI LILLY & CO | 93,025 | $76.8B | 467.89% | |
| 64 | DASHDOORDASH INC | 420,357 | $76.8B | 467.88% | |
| 65 | ALNYALNYLAM PHARMACEUTICALS INC | 280,000 | $75.6B | 460.43% | |
| 66 | CIENCIENA CORP | 1,234,977 | $74.6B | 454.49% | |
| 67 | NTNXNUTANIX INC | 1,045,465 | $73.0B | 444.46% | |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 135,916 | $72.4B | 440.82% | |
| 69 | MRUSMERUS N V | 1,706,862 | $71.8B | 437.51% | |
| 70 | VVISA INC | 203,317 | $71.3B | 433.93% | |
| 71 | NVMINOVA LTD | 381,730 | $70.4B | 428.51% | |
| 72 | PDDPDD HOLDINGS INC | 587,984 | $69.6B | 423.78% | |
| 73 | SESEA LTD | 528,832 | $69.0B | 420.25% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 129,226 | $67.7B | 412.18% | |
| 75 | NUVLNUVALENT INC | 946,723 | $67.1B | 408.88% | |
| 76 | CVLTCOMMVAULT SYS INC | 423,843 | $66.9B | 407.20% | |
| 77 | CLVTRIP COM GROUP LTD | 1,037,768 | $66.0B | 401.82% | |
| 78 | ARMARM HOLDINGS PLC | 611,759 | $65.3B | 397.85% | |
| 79 | MAMASTERCARD INCORPORATED | 113,828 | $62.4B | 379.96% | |
| 80 | NUNU HLDGS LTD | 6,075,317 | $62.2B | 378.86% | |
| 81 | MRVLMARVELL TECHNOLOGY INC | 985,171 | $60.7B | 369.39% | |
| 82 | VRTXVERTEX PHARMACEUTICALS INC | 125,000 | $60.6B | 369.06% | |
| 83 | PLTRPALANTIR TECHNOLOGIES INC | 711,647 | $60.1B | 365.78% | |
| 84 | ALABASTERA LABS INC | 990,796 | $59.1B | 360.04% | |
| 85 | IM8NINSMED INC | 728,755 | $55.6B | 338.58% | |
| 86 | JPMJPMORGAN CHASE & CO. | 224,007 | $54.9B | 334.63% | |
| 87 | MIRMMIRUM PHARMACEUTICALS INC | 1,175,000 | $52.9B | 322.36% | |
| 88 | BROBROWN & BROWN INC | 425,000 | $52.9B | 321.97% | |
| 89 | RNAAVIDITY BIOSCIENCES INC | 1,788,868 | $52.8B | 321.59% | |
| 90 | FSLRFIRST SOLAR INC | 417,069 | $52.7B | 321.12% | |
| 91 | IOTSAMSARA INC | 1,365,601 | $52.3B | 318.77% | |
| 92 | AFLAFLAC INC | 460,000 | $51.1B | 311.48% | |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 204,741 | $50.9B | 310.04% | |
| 94 | TRUPTRUPANION INC | 1,350,000 | $50.3B | 306.41% | |
| 95 | MDGLMADRIGAL PHARMACEUTICALS INC | 150,220 | $49.8B | 303.02% | |
| 96 | ZZILLOW GROUP INC | 722,617 | $49.5B | 301.71% | |
| 97 | 2L9BLUEPRINT MEDICINES CORP | 541,379 | $47.9B | 291.81% | |
| 98 | BSXBOSTON SCIENTIFIC CORP | 471,113 | $47.5B | 289.43% | |
| 99 | ELVNENLIVEN THERAPEUTICS INC | 2,365,294 | $46.5B | 283.48% | |
| 100 | NAMSNEWAMSTERDAM PHARMA COMPANY | 2,250,000 | $46.1B | 280.48% |
Page 1 of 3Next