Polar Capital Holdings Plc Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$17.0B
Holdings
270
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (270 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 10,731,078 | $1.3T | 7811.90% | |
| 2 | MSFTMICROSOFT CORP | 1,873,469 | $837.0B | 4931.99% | Call |
| 3 | METAMETA PLATFORMS INC | 1,342,660 | $677.0B | 3989.26% | |
| 4 | AVGOBROADCOM INC | 293,255 | $470.8B | 2774.40% | |
| 5 | GOOGALPHABET INC | 2,402,582 | $440.7B | 2596.75% | |
| 6 | GOOGLALPHABET INC | 2,387,139 | $434.8B | 2562.20% | |
| 7 | MUMICRON TECHNOLOGY INC | 2,679,885 | $352.5B | 2077.05% | |
| 8 | AAPLAPPLE INC | 1,526,056 | $321.4B | 1893.97% | Call |
| 9 | AMDADVANCED MICRO DEVICES INC | 1,968,048 | $319.2B | 1881.13% | |
| 10 | AMZNAMAZON COM INC | 1,605,940 | $310.3B | 1828.75% | |
| 11 | ACGLARCH CAP GROUP LTD | 2,977,846 | $300.4B | 1770.33% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 774,205 | $296.7B | 1748.14% | |
| 13 | ANETEURARISTA NETWORKS INC | 819,340 | $287.2B | 1692.13% | |
| 14 | QCOMQUALCOMM INC | 1,363,377 | $271.6B | 1600.17% | |
| 15 | RNRRENAISSANCERE HLDGS LTD | 1,150,792 | $257.2B | 1515.65% | |
| 16 | CYBRCYBERARK SOFTWARE LTD | 909,839 | $248.8B | 1465.89% | |
| 17 | NETCLOUDFLARE INC | 2,925,922 | $242.4B | 1428.09% | |
| 18 | APHAMPHENOL CORP NEW | 3,398,383 | $228.9B | 1349.10% | |
| 19 | PSTGPURE STORAGE INC | 3,449,828 | $221.5B | 1305.28% | |
| 20 | CBCHUBB LIMITED | 850,011 | $216.8B | 1277.63% | |
| 21 | MRSHMARSH & MCLENNAN COS INC | 1,004,011 | $211.6B | 1246.66% | |
| 22 | KLACKLA CORP | 250,512 | $206.5B | 1217.11% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 556,692 | $174.7B | 1029.34% | |
| 24 | AMGNAMGEN INC | 503,110 | $157.2B | 926.29% | |
| 25 | WRBBERKLEY W R CORP | 1,935,000 | $152.1B | 895.98% | |
| 26 | NOWSERVICENOW INC | 193,279 | $152.0B | 895.94% | |
| 27 | ISRGINTUITIVE SURGICAL INC | 332,237 | $147.8B | 870.89% | |
| 28 | MPWRMONOLITHIC PWR SYS INC | 178,624 | $146.8B | 864.86% | |
| 29 | TERTERADYNE INC | 983,476 | $145.8B | 859.37% | |
| 30 | AMATAPPLIED MATLS INC | 593,892 | $140.2B | 825.86% | |
| 31 | REGNREGENERON PHARMACEUTICALS | 133,031 | $139.8B | 823.90% | |
| 32 | REEVEREST GROUP LTD | 350,978 | $133.7B | 788.01% | |
| 33 | CYTKCYTOKINETICS INC | 2,454,665 | $133.0B | 783.67% | |
| 34 | ESNTESSENT GROUP LTD | 2,350,000 | $132.0B | 778.09% | |
| 35 | MKLMARKEL GROUP INC | 81,750 | $128.8B | 759.02% | |
| 36 | PGRPROGRESSIVE CORP | 605,805 | $125.8B | 741.47% | |
| 37 | CFLTCONFLUENT INC | 4,224,546 | $124.8B | 735.10% | |
| 38 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,076,783 | $113.9B | 670.99% | |
| 39 | TRVTRAVELERS COMPANIES INC | 532,048 | $108.2B | 637.50% | |
| 40 | ESTCELASTIC N V | 935,369 | $106.5B | 627.84% | |
| 41 | FSLRFIRST SOLAR INC | 463,764 | $104.6B | 616.13% | |
| 42 | ARMARM HOLDINGS PLC | 638,611 | $104.5B | 615.71% | |
| 43 | NFLXNETFLIX INC | 149,793 | $101.1B | 595.69% | |
| 44 | AXONAXON ENTERPRISE INC | 338,749 | $99.7B | 587.33% | |
| 45 | XENEXENON PHARMACEUTICALS INC | 2,536,058 | $98.9B | 582.66% | |
| 46 | TSLATESLA INC | 497,672 | $98.5B | 580.30% | |
| 47 | RGAREINSURANCE GRP OF AMERICA I | 471,000 | $96.7B | 569.71% | |
| 48 | SNPSSYNOPSYS INC | 159,823 | $95.1B | 560.41% | |
| 49 | 2L9BLUEPRINT MEDICINES CORP | 875,000 | $94.3B | 555.71% | |
| 50 | AVDLAVADEL PHARMACEUTICALS PLC | 6,560,415 | $92.2B | 543.53% | |
| 51 | FNFABRINET | 372,962 | $91.3B | 537.98% | |
| 52 | LLYELI LILLY & CO | 99,212 | $89.8B | 529.30% | |
| 53 | TTDTHE TRADE DESK INC | 917,460 | $89.6B | 528.02% | |
| 54 | RYANRYAN SPECIALTY HOLDINGS INC | 1,515,000 | $87.7B | 516.97% | |
| 55 | PINSPINTEREST INC | 1,976,000 | $87.1B | 513.14% | |
| 56 | MLB1MERCADOLIBRE INC | 52,981 | $87.1B | 513.06% | |
| 57 | NBIXNEUROCRINE BIOSCIENCES INC | 610,552 | $84.1B | 495.30% | |
| 58 | VRTXVERTEX PHARMACEUTICALS INC | 175,000 | $82.0B | 483.35% | |
| 59 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 948,438 | $79.8B | 470.01% | |
| 60 | ACHCACADIA HEALTHCARE COMPANY IN | 1,143,943 | $77.3B | 455.27% | |
| 61 | MCKMCKESSON CORP | 131,381 | $76.7B | 452.14% | |
| 62 | MRUSMERUS N V | 1,267,052 | $75.0B | 441.77% | |
| 63 | MRVLMARVELL TECHNOLOGY INC | 1,069,628 | $74.8B | 440.57% | |
| 64 | DDOGDATADOG INC | 564,597 | $73.2B | 431.47% | |
| 65 | SHOPSHOPIFY INC | 1,081,875 | $71.5B | 421.07% | |
| 66 | VRNSVARONIS SYS INC | 1,473,146 | $70.7B | 416.41% | |
| 67 | CDNSCADENCE DESIGN SYSTEM INC | 226,580 | $69.7B | 410.88% | |
| 68 | ALNYALNYLAM PHARMACEUTICALS INC | 285,000 | $69.3B | 408.09% | |
| 69 | PDDPDD HOLDINGS INC | 501,389 | $66.7B | 392.79% | |
| 70 | UNHUNITEDHEALTH GROUP INC | 128,987 | $65.7B | 387.07% | |
| 71 | ARQTARCUTIS BIOTHERAPEUTICS INC | 6,879,072 | $64.0B | 376.98% | |
| 72 | HUBSHUBSPOT INC | 107,540 | $63.4B | 373.74% | |
| 73 | RYTMRHYTHM PHARMACEUTICALS INC | 1,500,000 | $61.6B | 362.92% | |
| 74 | VVISA INC | 226,989 | $59.6B | 351.06% | |
| 75 | ELVELEVANCE HEALTH INC | 104,295 | $56.5B | 333.01% | |
| 76 | ABBVABBVIE INC | 321,792 | $55.2B | 325.23% | |
| 77 | NUNU HLDGS LTD | 4,148,172 | $53.5B | 315.07% | |
| 78 | MAMASTERCARD INCORPORATED | 120,122 | $53.0B | 312.27% | |
| 79 | HCAHCA HEALTHCARE INC | 164,934 | $53.0B | 312.24% | |
| 80 | BIIBBIOGEN INC | 225,000 | $52.2B | 307.35% | |
| 81 | HGTYHAGERTY INC | 5,000,000 | $52.0B | 306.41% | |
| 82 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,940,510 | $51.9B | 305.87% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 121,488 | $49.4B | 291.22% | |
| 84 | GLOBGLOBANT S A | 267,715 | $47.7B | 281.21% | |
| 85 | BSXBOSTON SCIENTIFIC CORP | 610,599 | $47.0B | 277.08% | |
| 86 | JPMJPMORGAN CHASE & CO. | 231,980 | $46.9B | 276.48% | |
| 87 | RNAAVIDITY BIOSCIENCES INC | 1,114,101 | $45.5B | 268.18% | |
| 88 | AFLAFLAC INC | 485,000 | $43.3B | 255.24% | |
| 89 | ITGRINTEGER HLDGS CORP | 363,969 | $42.1B | 248.33% | |
| 90 | APLSAPELLIS PHARMACEUTICALS INC | 1,079,440 | $41.4B | 243.99% | |
| 91 | SESEA LTD | 569,183 | $40.7B | 239.54% | |
| 92 | TRUPTRUPANION INC | 1,362,500 | $40.1B | 236.04% | |
| 93 | KSPIKASPI KZ JSC | 298,490 | $38.5B | 226.91% | |
| 94 | ICLRICON PLC | 122,572 | $38.4B | 226.40% | |
| 95 | SYKSTRYKER CORPORATION | 112,801 | $38.4B | 226.16% | |
| 96 | ICEINTERCONTINENTAL EXCHANGE IN | 275,334 | $37.7B | 222.09% | |
| 97 | SWTXSPRINGWORKS THERAPEUTICS INC | 1,000,000 | $37.7B | 221.97% | |
| 98 | FDMT4D MOLECULAR THERAPEUTICS IN | 1,744,857 | $36.6B | 215.81% | |
| 99 | —LONGBOARD PHARMACEUTICALS IN | 1,354,505 | $36.6B | 215.74% | |
| 100 | RLIRLI CORP | 260,000 | $36.6B | 215.54% |
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