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 | $3.2T | 15263.67% | |
| 2 | NVDANVIDIA CORPORATION | 10,755,076 | $1.3T | 6230.55% | |
| 3 | METAMETA PLATFORMS INC | 1,444,868 | $827.1B | 3945.56% | |
| 4 | FERGFERGUSON ENTERPRISES INC | 76,703 | $725.3B | 3459.77% | |
| 5 | MSFTMICROSOFT CORP | 1,624,843 | $699.2B | 3335.29% | Call |
| 6 | AVGOBROADCOM INC | 2,994,542 | $516.6B | 2464.17% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 2,640,329 | $433.2B | 2066.64% | |
| 8 | RNRRENAISSANCERE HLDGS LTD | 1,228,306 | $334.6B | 1596.11% | |
| 9 | ACGLARCH CAP GROUP LTD | 2,977,846 | $333.2B | 1589.30% | |
| 10 | ANETEURARISTA NETWORKS INC | 856,539 | $328.8B | 1568.28% | |
| 11 | AAPLAPPLE INC | 1,353,807 | $315.4B | 1504.74% | Call |
| 12 | NETCLOUDFLARE INC | 3,595,505 | $290.8B | 1387.41% | |
| 13 | KLACKLA CORP | 339,335 | $262.8B | 1253.57% | |
| 14 | GOOGALPHABET INC | 1,530,173 | $255.8B | 1220.40% | |
| 15 | CYBRCYBERARK SOFTWARE LTD | 868,135 | $253.2B | 1207.64% | |
| 16 | GOOGLALPHABET INC | 1,518,961 | $251.9B | 1201.74% | |
| 17 | CBCHUBB LIMITED | 825,178 | $238.0B | 1135.22% | |
| 18 | AMZNAMAZON COM INC | 1,243,524 | $231.7B | 1105.32% | |
| 19 | MLB1MERCADOLIBRE INC | 111,165 | $228.1B | 1088.15% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 605,581 | $223.2B | 1064.62% | |
| 21 | MRSHMARSH & MCLENNAN COS INC | 996,375 | $222.3B | 1060.36% | |
| 22 | MUMICRON TECHNOLOGY INC | 1,925,873 | $199.7B | 952.79% | |
| 23 | MPWRMONOLITHIC PWR SYS INC | 205,829 | $190.3B | 907.74% | |
| 24 | NOWSERVICENOW INC | 204,250 | $182.7B | 871.44% | |
| 25 | FSLRFIRST SOLAR INC | 673,770 | $168.1B | 801.73% | |
| 26 | WRBBERKLEY W R CORP | 2,925,000 | $165.9B | 791.57% | |
| 27 | PGRPROGRESSIVE CORP | 625,833 | $158.8B | 757.59% | |
| 28 | APHAMPHENOL CORP NEW | 2,423,255 | $157.9B | 753.23% | |
| 29 | ESNTESSENT GROUP LTD | 2,350,000 | $151.1B | 720.71% | |
| 30 | SHOPSHOPIFY INC | 1,871,887 | $150.0B | 715.62% | |
| 31 | AXONAXON ENTERPRISE INC | 353,028 | $141.1B | 672.95% | |
| 32 | REEVEREST GROUP LTD | 360,000 | $141.1B | 672.90% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 286,413 | $140.7B | 671.22% | |
| 34 | NFLXNETFLIX INC | 194,373 | $137.9B | 657.65% | |
| 35 | MKLMARKEL GROUP INC | 83,000 | $130.2B | 621.06% | |
| 36 | TERTERADYNE INC | 967,393 | $129.6B | 618.06% | |
| 37 | TSLATESLA INC | 485,784 | $127.1B | 606.29% | |
| 38 | CYTKCYTOKINETICS INC | 2,337,847 | $123.4B | 588.84% | |
| 39 | AMGNAMGEN INC | 381,938 | $123.1B | 587.06% | |
| 40 | MTSIMACOM TECH SOLUTIONS HLDGS I | 1,096,992 | $122.1B | 582.23% | |
| 41 | TRVTRAVELERS COMPANIES INC | 520,000 | $121.7B | 580.75% | |
| 42 | TTDTHE TRADE DESK INC | 1,089,615 | $119.5B | 569.94% | |
| 43 | PSTGPURE STORAGE INC | 2,347,229 | $117.9B | 562.54% | |
| 44 | PCVXVAXCYTE INC | 995,779 | $113.8B | 542.80% | |
| 45 | RGAREINSURANCE GRP OF AMERICA I | 471,000 | $102.6B | 489.52% | |
| 46 | PANWPALO ALTO NETWORKS INC | 300,052 | $102.6B | 489.23% | |
| 47 | RYANRYAN SPECIALTY HOLDINGS INC | 1,515,000 | $100.6B | 479.80% | |
| 48 | ARMARM HOLDINGS PLC | 686,519 | $98.2B | 468.35% | |
| 49 | QCOMQUALCOMM INC | 577,149 | $98.1B | 468.18% | |
| 50 | XENEXENON PHARMACEUTICALS INC | 2,444,645 | $96.2B | 459.12% | |
| 51 | TCE2CELLDEX THERAPEUTICS INC NEW | 2,720,877 | $92.5B | 441.17% | |
| 52 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 988,040 | $91.8B | 438.10% | |
| 53 | LLYELI LILLY & CO | 97,935 | $86.8B | 413.90% | |
| 54 | DASHDOORDASH INC | 605,318 | $86.4B | 412.14% | |
| 55 | ALNYALNYLAM PHARMACEUTICALS INC | 310,000 | $85.3B | 406.72% | |
| 56 | FNFABRINET | 348,625 | $82.4B | 393.21% | |
| 57 | ORCLORACLE CORP | 483,245 | $82.3B | 392.81% | |
| 58 | VRTXVERTEX PHARMACEUTICALS INC | 175,000 | $81.4B | 388.25% | |
| 59 | 2L9BLUEPRINT MEDICINES CORP | 877,005 | $81.1B | 386.98% | |
| 60 | RYTMRHYTHM PHARMACEUTICALS INC | 1,500,000 | $78.6B | 374.88% | |
| 61 | VRNSVARONIS SYS INC | 1,349,728 | $76.3B | 363.78% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 71,795 | $75.5B | 360.03% | |
| 63 | PDDPDD HOLDINGS INC | 529,895 | $71.4B | 340.77% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 121,923 | $71.3B | 340.06% | |
| 65 | RNAAVIDITY BIOSCIENCES INC | 1,542,126 | $70.8B | 337.88% | |
| 66 | HCAHCA HEALTHCARE INC | 165,279 | $67.2B | 320.44% | |
| 67 | MNDYMONDAY COM LTD | 240,045 | $66.7B | 318.07% | |
| 68 | COHRCOHERENT CORP | 723,238 | $64.3B | 306.75% | |
| 69 | ARQTARCUTIS BIOTHERAPEUTICS INC | 6,884,372 | $64.0B | 305.42% | |
| 70 | AVDLAVADEL PHARMACEUTICALS PLC | 4,834,028 | $63.4B | 302.43% | |
| 71 | MRUSMERUS N V | 1,267,052 | $63.3B | 301.97% | |
| 72 | GLOBGLOBANT S A | 316,167 | $62.6B | 298.84% | |
| 73 | CIENCIENA CORP | 1,015,146 | $62.5B | 298.25% | |
| 74 | PIIMPINJ INC | 286,189 | $62.0B | 295.60% | |
| 75 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,937,930 | $60.4B | 288.24% | |
| 76 | SESEA LTD | 620,672 | $58.5B | 279.14% | |
| 77 | MDBMONGODB INC | 214,125 | $57.9B | 276.15% | |
| 78 | VVISA INC | 210,322 | $57.8B | 275.86% | |
| 79 | HUBSHUBSPOT INC | 108,331 | $57.6B | 274.72% | |
| 80 | APPAPPLOVIN CORP | 424,353 | $55.4B | 264.27% | |
| 81 | TRUPTRUPANION INC | 1,300,000 | $54.6B | 260.34% | |
| 82 | ESTCELASTIC N V | 692,120 | $53.1B | 253.43% | |
| 83 | JPMJPMORGAN CHASE & CO. | 249,943 | $52.7B | 251.41% | |
| 84 | NUNU HLDGS LTD | 3,813,008 | $52.0B | 248.28% | |
| 85 | AFLAFLAC INC | 460,000 | $51.4B | 245.33% | |
| 86 | NTNXNUTANIX INC | 865,565 | $51.3B | 244.64% | |
| 87 | HGTYHAGERTY INC | 5,000,000 | $50.9B | 242.57% | |
| 88 | BRK/BBERKSHIRE HATHAWAY INC DEL | 109,786 | $50.5B | 241.05% | |
| 89 | IM8NINSMED INC | 680,000 | $49.6B | 236.80% | |
| 90 | SWTXSPRINGWORKS THERAPEUTICS INC | 1,500,000 | $48.1B | 229.26% | |
| 91 | ETNEATON CORP PLC | 143,651 | $47.6B | 227.12% | |
| 92 | BSXBOSTON SCIENTIFIC CORP | 546,376 | $45.8B | 218.42% | |
| 93 | ABBVABBVIE INC | 231,471 | $45.7B | 218.05% | |
| 94 | ICEINTERCONTINENTAL EXCHANGE IN | 278,481 | $44.7B | 213.40% | |
| 95 | FAFFIRST AMERN FINL CORP | 675,000 | $44.6B | 212.55% | |
| 96 | AGIOAGIOS PHARMACEUTICALS INC | 1,002,036 | $44.5B | 212.38% | |
| 97 | ITGRINTEGER HLDGS CORP | 341,747 | $44.4B | 211.93% | |
| 98 | IOTSAMSARA INC | 921,095 | $44.3B | 211.44% | |
| 99 | CLVTRIP COM GROUP LTD | 737,211 | $43.8B | 209.00% | |
| 100 | MAMASTERCARD INCORPORATED | 88,631 | $43.8B | 208.77% |
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