Polar Capital Holdings Plc Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$21.0B
Holdings
287
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWSMURFIT WESTROCK PLC | 527,770 | $3.2B | 15.26% | |
| 2 | NVDANVIDIA CORPORATION | 10,755,076 | $1.3B | 6.23% | |
| 3 | METAMETA PLATFORMS INC | 1,444,868 | $827.1M | 3.95% | |
| 4 | FERGFERGUSON ENTERPRISES INC | 76,703 | $725.3M | 3.46% | |
| 5 | MSFTMICROSOFT CORP | 1,624,843 | $699.2M | 3.34% | Call |
| 6 | AVGOBROADCOM INC | 2,994,542 | $516.6M | 2.46% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 2,640,329 | $433.2M | 2.07% | |
| 8 | RNRRENAISSANCERE HLDGS LTD | 1,228,306 | $334.6M | 1.60% | |
| 9 | ACGLARCH CAP GROUP LTD | 2,977,846 | $333.2M | 1.59% | |
| 10 | ANETEURARISTA NETWORKS INC | 856,539 | $328.8M | 1.57% | |
| 11 | AAPLAPPLE INC | 1,353,807 | $315.4M | 1.50% | Call |
| 12 | NETCLOUDFLARE INC | 3,595,505 | $290.8M | 1.39% | |
| 13 | KLACKLA CORP | 339,335 | $262.8M | 1.25% | |
| 14 | GOOGALPHABET INC | 1,530,173 | $255.8M | 1.22% | |
| 15 | CYBRCYBERARK SOFTWARE LTD | 868,135 | $253.2M | 1.21% | |
| 16 | GOOGLALPHABET INC | 1,518,961 | $251.9M | 1.20% | |
| 17 | CBCHUBB LIMITED | 825,178 | $238.0M | 1.14% | |
| 18 | AMZNAMAZON COM INC | 1,243,524 | $231.7M | 1.11% | |
| 19 | MLB1MERCADOLIBRE INC | 111,165 | $228.1M | 1.09% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 605,581 | $223.2M | 1.06% | |
| 21 | MRSHMARSH & MCLENNAN COS INC | 996,375 | $222.3M | 1.06% | |
| 22 | MUMICRON TECHNOLOGY INC | 1,925,873 | $199.7M | 0.95% | |
| 23 | MPWRMONOLITHIC PWR SYS INC | 205,829 | $190.3M | 0.91% | |
| 24 | NOWSERVICENOW INC | 204,250 | $182.7M | 0.87% | |
| 25 | FSLRFIRST SOLAR INC | 673,770 | $168.1M | 0.80% | |
| 26 | WRBBERKLEY W R CORP | 2,925,000 | $165.9M | 0.79% | |
| 27 | PGRPROGRESSIVE CORP | 625,833 | $158.8M | 0.76% | |
| 28 | APHAMPHENOL CORP NEW | 2,423,255 | $157.9M | 0.75% | |
| 29 | ESNTESSENT GROUP LTD | 2,350,000 | $151.1M | 0.72% | |
| 30 | SHOPSHOPIFY INC | 1,871,887 | $150.0M | 0.72% | |
| 31 | AXONAXON ENTERPRISE INC | 353,028 | $141.1M | 0.67% | |
| 32 | REEVEREST GROUP LTD | 360,000 | $141.1M | 0.67% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 286,413 | $140.7M | 0.67% | |
| 34 | NFLXNETFLIX INC | 194,373 | $137.9M | 0.66% | |
| 35 | MKLMARKEL GROUP INC | 83,000 | $130.2M | 0.62% | |
| 36 | TERTERADYNE INC | 967,393 | $129.6M | 0.62% | |
| 37 | TSLATESLA INC | 485,784 | $127.1M | 0.61% | |
| 38 | CYTKCYTOKINETICS INC | 2,337,847 | $123.4M | 0.59% | |
| 39 | AMGNAMGEN INC | 381,938 | $123.1M | 0.59% | |
| 40 | MTSIMACOM TECH SOLUTIONS HLDGS I | 1,096,992 | $122.1M | 0.58% | |
| 41 | TRVTRAVELERS COMPANIES INC | 520,000 | $121.7M | 0.58% | |
| 42 | TTDTHE TRADE DESK INC | 1,089,615 | $119.5M | 0.57% | |
| 43 | PSTGPURE STORAGE INC | 2,347,229 | $117.9M | 0.56% | |
| 44 | PCVXVAXCYTE INC | 995,779 | $113.8M | 0.54% | |
| 45 | RGAREINSURANCE GRP OF AMERICA I | 471,000 | $102.6M | 0.49% | |
| 46 | PANWPALO ALTO NETWORKS INC | 300,052 | $102.6M | 0.49% | |
| 47 | RYANRYAN SPECIALTY HOLDINGS INC | 1,515,000 | $100.6M | 0.48% | |
| 48 | ARMARM HOLDINGS PLC | 686,519 | $98.2M | 0.47% | |
| 49 | QCOMQUALCOMM INC | 577,149 | $98.1M | 0.47% | |
| 50 | XENEXENON PHARMACEUTICALS INC | 2,444,645 | $96.2M | 0.46% | |
| 51 | TCE2CELLDEX THERAPEUTICS INC NEW | 2,720,877 | $92.5M | 0.44% | |
| 52 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 988,040 | $91.8M | 0.44% | |
| 53 | LLYELI LILLY & CO | 97,935 | $86.8M | 0.41% | |
| 54 | DASHDOORDASH INC | 605,318 | $86.4M | 0.41% | |
| 55 | ALNYALNYLAM PHARMACEUTICALS INC | 310,000 | $85.3M | 0.41% | |
| 56 | FNFABRINET | 348,625 | $82.4M | 0.39% | |
| 57 | ORCLORACLE CORP | 483,245 | $82.3M | 0.39% | |
| 58 | VRTXVERTEX PHARMACEUTICALS INC | 175,000 | $81.4M | 0.39% | |
| 59 | 2L9BLUEPRINT MEDICINES CORP | 877,005 | $81.1M | 0.39% | |
| 60 | RYTMRHYTHM PHARMACEUTICALS INC | 1,500,000 | $78.6M | 0.37% | |
| 61 | VRNSVARONIS SYS INC | 1,349,728 | $76.3M | 0.36% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 71,795 | $75.5M | 0.36% | |
| 63 | PDDPDD HOLDINGS INC | 529,895 | $71.4M | 0.34% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 121,923 | $71.3M | 0.34% | |
| 65 | RNAAVIDITY BIOSCIENCES INC | 1,542,126 | $70.8M | 0.34% | |
| 66 | HCAHCA HEALTHCARE INC | 165,279 | $67.2M | 0.32% | |
| 67 | MNDYMONDAY COM LTD | 240,045 | $66.7M | 0.32% | |
| 68 | COHRCOHERENT CORP | 723,238 | $64.3M | 0.31% | |
| 69 | ARQTARCUTIS BIOTHERAPEUTICS INC | 6,884,372 | $64.0M | 0.31% | |
| 70 | AVDLAVADEL PHARMACEUTICALS PLC | 4,834,028 | $63.4M | 0.30% | |
| 71 | MRUSMERUS N V | 1,267,052 | $63.3M | 0.30% | |
| 72 | GLOBGLOBANT S A | 316,167 | $62.6M | 0.30% | |
| 73 | CIENCIENA CORP | 1,015,146 | $62.5M | 0.30% | |
| 74 | PIIMPINJ INC | 286,189 | $62.0M | 0.30% | |
| 75 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,937,930 | $60.4M | 0.29% | |
| 76 | SESEA LTD | 620,672 | $58.5M | 0.28% | |
| 77 | MDBMONGODB INC | 214,125 | $57.9M | 0.28% | |
| 78 | VVISA INC | 210,322 | $57.8M | 0.28% | |
| 79 | HUBSHUBSPOT INC | 108,331 | $57.6M | 0.27% | |
| 80 | APPAPPLOVIN CORP | 424,353 | $55.4M | 0.26% | |
| 81 | TRUPTRUPANION INC | 1,300,000 | $54.6M | 0.26% | |
| 82 | ESTCELASTIC N V | 692,120 | $53.1M | 0.25% | |
| 83 | JPMJPMORGAN CHASE & CO. | 249,943 | $52.7M | 0.25% | |
| 84 | NUNU HLDGS LTD | 3,813,008 | $52.0M | 0.25% | |
| 85 | AFLAFLAC INC | 460,000 | $51.4M | 0.25% | |
| 86 | NTNXNUTANIX INC | 865,565 | $51.3M | 0.24% | |
| 87 | HGTYHAGERTY INC | 5,000,000 | $50.9M | 0.24% | |
| 88 | BRK/BBERKSHIRE HATHAWAY INC DEL | 109,786 | $50.5M | 0.24% | |
| 89 | IM8NINSMED INC | 680,000 | $49.6M | 0.24% | |
| 90 | SWTXSPRINGWORKS THERAPEUTICS INC | 1,500,000 | $48.1M | 0.23% | |
| 91 | ETNEATON CORP PLC | 143,651 | $47.6M | 0.23% | |
| 92 | BSXBOSTON SCIENTIFIC CORP | 546,376 | $45.8M | 0.22% | |
| 93 | ABBVABBVIE INC | 231,471 | $45.7M | 0.22% | |
| 94 | ICEINTERCONTINENTAL EXCHANGE IN | 278,481 | $44.7M | 0.21% | |
| 95 | FAFFIRST AMERN FINL CORP | 675,000 | $44.6M | 0.21% | |
| 96 | AGIOAGIOS PHARMACEUTICALS INC | 1,002,036 | $44.5M | 0.21% | |
| 97 | ITGRINTEGER HLDGS CORP | 341,747 | $44.4M | 0.21% | |
| 98 | IOTSAMSARA INC | 921,095 | $44.3M | 0.21% | |
| 99 | CLVTRIP COM GROUP LTD | 737,211 | $43.8M | 0.21% | |
| 100 | MAMASTERCARD INCORPORATED | 88,631 | $43.8M | 0.21% |
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