Polar Capital Holdings Plc Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$17.0B
Holdings
433
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (433 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFERGUSON PLC NEW | 275,127 | $4.1T | 24079.26% | |
| 2 | MSFTMICROSOFT CORP | 3,411,592 | $876.2B | 5145.97% | |
| 3 | AAPLAPPLE INC | 4,250,747 | $581.2B | 3413.20% | |
| 4 | GOOGALPHABET INC | 153,620 | $336.0B | 1973.56% | |
| 5 | GOOGLALPHABET INC | 138,889 | $302.7B | 1777.63% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 3,614,153 | $276.4B | 1623.16% | |
| 7 | ACGLARCH CAP GROUP LTD | 5,296,085 | $240.9B | 1414.93% | |
| 8 | CBCHUBB LIMITED | 1,094,274 | $215.1B | 1263.37% | |
| 9 | MRSHMARSH & MCLENNAN COS INC | 1,347,417 | $209.2B | 1228.56% | |
| 10 | NOWSERVICENOW INC | 393,469 | $187.1B | 1098.86% | |
| 11 | NVDANVIDIA CORPORATION | 1,186,797 | $179.9B | 1056.61% | |
| 12 | KLACKLA CORP | 498,135 | $158.9B | 933.49% | |
| 13 | MKLMARKEL CORP | 115,400 | $149.2B | 876.50% | |
| 14 | LSCCLATTICE SEMICONDUCTOR CORP | 3,055,399 | $148.2B | 870.31% | |
| 15 | CRWDCROWDSTRIKE HLDGS INC | 830,054 | $139.9B | 821.72% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 1,227,782 | $139.6B | 819.73% | |
| 17 | HUBSHUBSPOT INC | 455,625 | $137.0B | 804.52% | |
| 18 | AMZNAMAZON COM INC | 1,252,066 | $133.0B | 781.01% | |
| 19 | RNRRENAISSANCERE HLDGS LTD | 842,528 | $131.7B | 773.75% | |
| 20 | VVISA INC | 666,365 | $131.2B | 770.55% | |
| 21 | MRVLMARVELL TECHNOLOGY INC | 2,953,314 | $128.6B | 755.03% | |
| 22 | HZNPHORIZON THERAPEUTICS PUB L | 1,604,989 | $128.0B | 751.83% | |
| 23 | ANETEURARISTA NETWORKS INC | 1,333,564 | $125.0B | 734.18% | |
| 24 | WRBBERKLEY W R CORP | 1,805,000 | $123.2B | 723.61% | |
| 25 | ESNTESSENT GROUP LTD | 3,082,500 | $119.9B | 704.23% | |
| 26 | CYTKCYTOKINETICS INC | 3,026,648 | $118.9B | 698.41% | |
| 27 | PSTGPURE STORAGE INC | 4,516,337 | $116.1B | 681.95% | |
| 28 | CRMSALESFORCE INC | 695,011 | $114.7B | 673.67% | |
| 29 | MPWRMONOLITHIC PWR SYS INC | 297,364 | $114.2B | 670.70% | |
| 30 | FIVNFIVE9 INC | 1,218,748 | $111.1B | 652.36% | |
| 31 | TRVTRAVELERS COMPANIES INC | 641,233 | $108.5B | 636.95% | |
| 32 | PANWPALO ALTO NETWORKS INC | 217,326 | $107.3B | 630.45% | |
| 33 | ONON SEMICONDUCTOR CORP | 2,107,495 | $106.0B | 622.71% | |
| 34 | SGENUSDSEAGEN INC | 586,091 | $103.7B | 609.05% | |
| 35 | MAMASTERCARD INCORPORATED | 327,736 | $103.4B | 607.24% | |
| 36 | AONAON PLC | 360,000 | $97.1B | 570.19% | |
| 37 | METAMETA PLATFORMS INC | 575,787 | $92.8B | 545.29% | |
| 38 | MUMICRON TECHNOLOGY INC | 1,649,662 | $91.2B | 535.58% | |
| 39 | QCOMQUALCOMM INC | 710,411 | $90.7B | 532.97% | |
| 40 | CYBRCYBERARK SOFTWARE LTD | 703,864 | $90.1B | 528.96% | |
| 41 | RGAREINSURANCE GRP OF AMERICA I | 750,000 | $88.0B | 516.64% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 315,559 | $86.2B | 505.99% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 166,770 | $85.7B | 503.08% | |
| 44 | ADBEADOBE SYSTEMS INCORPORATED | 232,756 | $85.2B | 500.40% | |
| 45 | SNOWSNOWFLAKE INC | 609,691 | $84.8B | 497.94% | |
| 46 | VRTXVERTEX PHARMACEUTICALS INC | 300,280 | $84.6B | 496.96% | |
| 47 | SNPSSYNOPSYS INC | 275,613 | $83.7B | 491.60% | |
| 48 | MDBMONGODB INC | 320,576 | $83.2B | 488.57% | |
| 49 | BSXBOSTON SCIENTIFIC CORP | 2,211,268 | $82.4B | 484.02% | |
| 50 | TSLATESLA INC | 119,354 | $80.4B | 472.05% | |
| 51 | SEDGSOLAREDGE TECHNOLOGIES INC | 292,830 | $80.1B | 470.68% | |
| 52 | STESTERIS PLC | 379,349 | $78.2B | 459.29% | |
| 53 | ACHCACADIA HEALTHCARE COMPANY IN | 1,151,232 | $77.9B | 457.27% | |
| 54 | XENEXENON PHARMACEUTICALS INC | 2,540,059 | $77.3B | 453.81% | |
| 55 | NBIXNEUROCRINE BIOSCIENCES INC | 784,287 | $76.5B | 449.01% | |
| 56 | PGRPROGRESSIVE CORP | 655,000 | $76.2B | 447.28% | |
| 57 | REEVEREST RE GROUP LTD | 270,000 | $75.7B | 444.45% | |
| 58 | MLB1MERCADOLIBRE INC | 117,843 | $75.1B | 440.78% | |
| 59 | REGNREGENERON PHARMACEUTICALS | 125,000 | $73.9B | 433.97% | |
| 60 | ESTCELASTIC N V | 1,078,482 | $73.0B | 428.62% | |
| 61 | INCYINCYTE CORP | 951,040 | $72.3B | 424.33% | |
| 62 | UTHUNITED THERAPEUTICS CORP DEL | 305,153 | $71.9B | 422.31% | |
| 63 | ENPHENPHASE ENERGY INC | 358,235 | $69.9B | 410.77% | |
| 64 | TENBTENABLE HLDGS INC | 1,474,659 | $67.0B | 393.28% | |
| 65 | TRIPTRIPADVISOR INC | 3,740,029 | $66.6B | 390.99% | |
| 66 | NVSTENVISTA HOLDINGS CORPORATION | 1,655,656 | $63.8B | 374.75% | |
| 67 | MOHMOLINA HEALTHCARE INC | 228,064 | $63.8B | 374.52% | |
| 68 | SITMSITIME CORP | 386,496 | $63.0B | 370.06% | |
| 69 | CVSCVS HEALTH CORP | 678,970 | $62.9B | 369.49% | |
| 70 | AVTRAVANTOR INC | 2,018,178 | $62.8B | 368.62% | |
| 71 | PWIPOWER INTEGRATIONS INC | 780,552 | $58.5B | 343.86% | |
| 72 | ZMZOOM VIDEO COMMUNICATIONS IN | 530,666 | $57.3B | 336.50% | |
| 73 | BUWABIO RAD LABS INC | 115,059 | $57.0B | 334.49% | |
| 74 | FAFFIRST AMERN FINL CORP | 1,000,000 | $52.9B | 310.80% | |
| 75 | JNJJOHNSON & JOHNSON | 290,575 | $51.6B | 302.93% | |
| 76 | ABNBAIRBNB INC | 575,315 | $51.2B | 300.99% | |
| 77 | ITCIEURINTRA-CELLULAR THERAPIES INC | 888,537 | $50.7B | 297.87% | |
| 78 | ATRAPTARGROUP INC | 474,723 | $49.0B | 287.76% | |
| 79 | OPCHOPTION CARE HEALTH INC | 1,740,520 | $48.4B | 284.07% | |
| 80 | EX9EXELIXIS INC | 2,309,299 | $48.1B | 282.38% | |
| 81 | RBLXROBLOX CORP | 1,408,906 | $46.3B | 271.91% | |
| 82 | PRAPROASSURANCE CORP | 1,950,000 | $46.1B | 270.63% | |
| 83 | RYANRYAN SPECIALTY HOLDINGS INC | 1,150,000 | $45.1B | 264.69% | |
| 84 | YMABUSDY-MABS THERAPEUTICS INC | 2,952,671 | $44.7B | 262.37% | |
| 85 | ABBVABBVIE INC | 282,792 | $43.3B | 254.37% | |
| 86 | RVNCEURREVANCE THERAPEUTICS INC | 3,117,052 | $43.1B | 253.00% | |
| 87 | COOCOOPER COS INC | 135,317 | $42.4B | 248.84% | |
| 88 | TRUPTRUPANION INC | 700,000 | $42.2B | 247.74% | |
| 89 | LIVNLIVANOVA PLC | 673,704 | $42.1B | 247.17% | |
| 90 | SNAPSNAP INC | 3,165,191 | $41.6B | 244.08% | |
| 91 | ZEN1EURZENDESK INC | 555,661 | $41.2B | 241.72% | |
| 92 | TMUST-MOBILE US INC | 301,824 | $40.6B | 238.49% | |
| 93 | HRMYHARMONY BIOSCIENCES HLDGS IN | 831,325 | $40.5B | 238.12% | |
| 94 | AXNX*AXONICS INC | 710,336 | $40.3B | 236.42% | |
| 95 | GMEDGLOBUS MED INC | 713,348 | $40.0B | 235.20% | |
| 96 | SMARGBPSMARTSHEET INC | 1,256,595 | $39.5B | 231.96% | |
| 97 | KRNTKORNIT DIGITAL LTD | 1,161,567 | $36.8B | 216.26% | |
| 98 | SNYSANOFI | 725,000 | $36.3B | 213.03% | |
| 99 | ANGOANGIODYNAMICS INC | 1,872,236 | $36.2B | 212.77% | |
| 100 | STXSEAGATE TECHNOLOGY HLDNGS PL | 500,293 | $35.7B | 209.91% |
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