Polar Capital Holdings Plc Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$15.7B
Holdings
416
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFERGUSON PLC NEW | 217,633 | $3.3T | 21151.02% | |
| 2 | MSFTMICROSOFT CORP | 3,327,589 | $775.0B | 4938.20% | |
| 3 | AAPLAPPLE INC | 4,133,694 | $571.3B | 3640.13% | |
| 4 | GOOGALPHABET INC | 2,931,569 | $281.9B | 1796.05% | |
| 5 | GOOGLALPHABET INC | 2,686,310 | $256.9B | 1637.24% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 3,820,693 | $242.1B | 1542.51% | |
| 7 | ACGLARCH CAP GROUP LTD | 5,149,547 | $234.5B | 1494.28% | |
| 8 | CBCHUBB LIMITED | 1,115,833 | $202.9B | 1293.17% | |
| 9 | MRSHMARSH & MCLENNAN COS INC | 1,343,293 | $200.5B | 1277.82% | |
| 10 | AMZNAMAZON COM INC | 1,561,264 | $176.4B | 1124.15% | |
| 11 | KLACKLA CORP | 521,548 | $157.8B | 1005.72% | |
| 12 | RNRRENAISSANCERE HLDGS LTD | 1,015,028 | $142.5B | 908.00% | |
| 13 | NOWSERVICENOW INC | 373,171 | $140.9B | 897.89% | |
| 14 | ANETEURARISTA NETWORKS INC | 1,244,635 | $140.5B | 895.30% | |
| 15 | MKLMARKEL CORP | 127,500 | $138.2B | 880.84% | |
| 16 | NVDANVIDIA CORPORATION | 1,136,189 | $137.9B | 878.83% | |
| 17 | PANWPALO ALTO NETWORKS INC | 828,852 | $135.8B | 865.04% | |
| 18 | METAMETA PLATFORMS INC | 986,187 | $133.8B | 852.60% | |
| 19 | ONON SEMICONDUCTOR CORP | 2,093,449 | $130.5B | 831.44% | |
| 20 | CYTKCYTOKINETICS INC | 2,671,648 | $129.4B | 824.79% | |
| 21 | CRWDCROWDSTRIKE HLDGS INC | 773,816 | $127.5B | 812.63% | |
| 22 | LSCCLATTICE SEMICONDUCTOR CORP | 2,557,602 | $125.9B | 801.97% | |
| 23 | MRVLMARVELL TECHNOLOGY INC | 2,924,933 | $125.5B | 799.73% | |
| 24 | WRBBERKLEY W R CORP | 1,887,500 | $121.9B | 776.70% | |
| 25 | RVNCEURREVANCE THERAPEUTICS INC | 4,461,747 | $120.5B | 767.61% | |
| 26 | HUBSHUBSPOT INC | 440,742 | $119.1B | 758.60% | |
| 27 | PSTGPURE STORAGE INC | 4,269,942 | $116.9B | 744.67% | |
| 28 | MLB1MERCADOLIBRE INC | 137,803 | $114.1B | 726.85% | |
| 29 | TRVTRAVELERS COMPANIES INC | 737,318 | $113.0B | 719.75% | |
| 30 | ESNTESSENT GROUP LTD | 3,200,000 | $111.6B | 711.00% | |
| 31 | VVISA INC | 614,753 | $109.2B | 695.88% | |
| 32 | ENPHENPHASE ENERGY INC | 389,830 | $108.2B | 689.22% | |
| 33 | ABNBAIRBNB INC | 1,007,853 | $105.9B | 674.56% | |
| 34 | TRIPTRIPADVISOR INC | 4,731,606 | $104.5B | 665.70% | |
| 35 | QCOMQUALCOMM INC | 921,027 | $104.1B | 663.05% | |
| 36 | CYBRCYBERARK SOFTWARE LTD | 681,879 | $102.2B | 651.47% | |
| 37 | MPWRMONOLITHIC PWR SYS INC | 281,288 | $102.2B | 651.34% | |
| 38 | RGAREINSURANCE GRP OF AMERICA I | 775,000 | $97.5B | 621.28% | |
| 39 | AONAON PLC | 360,000 | $96.4B | 614.46% | |
| 40 | XENEXENON PHARMACEUTICALS INC | 2,662,722 | $96.1B | 612.49% | |
| 41 | ESTCELASTIC N V | 1,314,430 | $94.3B | 600.85% | |
| 42 | SGENUSDSEAGEN INC | 660,796 | $90.4B | 576.13% | |
| 43 | ACHCACADIA HEALTHCARE COMPANY IN | 1,113,028 | $87.0B | 554.46% | |
| 44 | BSXBOSTON SCIENTIFIC CORP | 2,200,301 | $85.2B | 543.00% | |
| 45 | VRTXVERTEX PHARMACEUTICALS INC | 290,280 | $84.0B | 535.55% | |
| 46 | HZNPHORIZON THERAPEUTICS PUB L | 1,351,113 | $83.6B | 532.82% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 312,712 | $83.5B | 532.05% | |
| 48 | UNHUNITEDHEALTH GROUP INC | 158,121 | $79.9B | 508.84% | |
| 49 | MAMASTERCARD INCORPORATED | 280,719 | $79.8B | 508.61% | |
| 50 | TSLATESLA INC | 298,568 | $79.2B | 504.62% | |
| 51 | REGNREGENERON PHARMACEUTICALS | 112,500 | $77.5B | 493.81% | |
| 52 | PGRPROGRESSIVE CORP | 665,000 | $77.3B | 492.42% | |
| 53 | INCYINCYTE CORP | 1,158,298 | $77.2B | 491.84% | |
| 54 | REEVEREST RE GROUP LTD | 290,000 | $76.1B | 484.95% | |
| 55 | SEDGSOLAREDGE TECHNOLOGIES INC | 324,384 | $75.1B | 478.42% | |
| 56 | MOHMOLINA HEALTHCARE INC | 222,899 | $73.5B | 468.47% | |
| 57 | BABAALIBABA GROUP HLDG LTD | 872,958 | $69.8B | 444.94% | |
| 58 | SNOWSNOWFLAKE INC | 404,174 | $68.7B | 437.71% | |
| 59 | PENPENUMBRA INC | 358,147 | $67.9B | 432.68% | |
| 60 | DC4DEXCOM INC | 834,956 | $67.2B | 428.49% | |
| 61 | UTHUNITED THERAPEUTICS CORP DEL | 320,831 | $67.2B | 428.04% | |
| 62 | OPCHOPTION CARE HEALTH INC | 2,134,020 | $67.2B | 427.92% | |
| 63 | BIIBBIOGEN INC | 250,000 | $66.8B | 425.33% | |
| 64 | SMARGBPSMARTSHEET INC | 1,903,245 | $65.4B | 416.69% | |
| 65 | CRMSALESFORCE INC | 443,991 | $63.9B | 406.94% | |
| 66 | WDAYWORKDAY INC | 388,473 | $59.1B | 376.79% | |
| 67 | NETCLOUDFLARE INC | 1,044,199 | $57.8B | 368.01% | |
| 68 | SNPSSYNOPSYS INC | 187,103 | $57.2B | 364.23% | |
| 69 | GLOBGLOBANT S A | 303,087 | $56.7B | 361.30% | |
| 70 | BDXBECTON DICKINSON & CO | 247,586 | $55.2B | 351.54% | |
| 71 | JNJJOHNSON & JOHNSON | 324,804 | $53.1B | 338.09% | |
| 72 | GTLBGITLAB INC | 1,006,043 | $51.5B | 328.34% | |
| 73 | AXNX*AXONICS INC | 710,336 | $50.0B | 318.83% | |
| 74 | ADIANALOG DEVICES INC | 358,453 | $49.9B | 318.26% | |
| 75 | FAFFIRST AMERN FINL CORP | 1,050,000 | $48.4B | 308.43% | |
| 76 | TERTERADYNE INC | 643,544 | $48.4B | 308.16% | |
| 77 | RBLXROBLOX CORP | 1,317,304 | $47.2B | 300.83% | |
| 78 | RYANRYAN SPECIALTY HOLDINGS INC | 1,150,000 | $46.7B | 297.65% | |
| 79 | FIVNFIVE9 INC | 613,336 | $46.0B | 293.03% | |
| 80 | AVTRAVANTOR INC | 2,292,272 | $44.9B | 286.28% | |
| 81 | TENBTENABLE HLDGS INC | 1,272,013 | $44.3B | 282.06% | |
| 82 | MUMICRON TECHNOLOGY INC | 880,679 | $44.1B | 281.14% | |
| 83 | ABBVABBVIE INC | 328,510 | $44.1B | 280.93% | |
| 84 | FRSHFRESHWORKS INC | 3,383,977 | $43.9B | 279.66% | |
| 85 | BUWABIO RAD LABS INC | 103,654 | $43.2B | 275.51% | |
| 86 | GMEDGLOBUS MED INC | 725,308 | $43.2B | 275.31% | |
| 87 | LEGNLEGEND BIOTECH CORP | 1,054,017 | $43.0B | 274.02% | |
| 88 | TRUPTRUPANION INC | 710,000 | $42.2B | 268.86% | |
| 89 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,448,934 | $40.7B | 259.53% | |
| 90 | PRAPROASSURANCE CORP | 2,037,500 | $39.8B | 253.30% | |
| 91 | ANGOANGIODYNAMICS INC | 1,872,236 | $38.3B | 244.08% | |
| 92 | SNYSANOFI | 1,000,000 | $38.0B | 242.26% | |
| 93 | BLUBELLUS HEALTH INC NEW | 3,537,225 | $37.4B | 238.01% | |
| 94 | LLYLILLY ELI & CO | 113,138 | $36.6B | 233.10% | |
| 95 | YMABUSDY-MABS THERAPEUTICS INC | 2,531,546 | $36.5B | 232.61% | |
| 96 | LIVNLIVANOVA PLC | 693,832 | $35.2B | 224.46% | |
| 97 | —MYOVANT SCIENCES LTD | 1,947,906 | $35.0B | 222.92% | |
| 98 | MTN 0 01/01/26VAIL RESORTS INC | 38,500,000 | $34.2B | 218.03% | |
| 99 | OPHTEURIVERIC BIO INC | 1,868,628 | $33.5B | 213.61% | |
| 100 | ADUSADDUS HOMECARE CORP | 346,297 | $33.0B | 210.15% |
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