Polar Capital Holdings Plc Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$20.8B
Holdings
251
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (251 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 9,672,569 | $1.8T | 8685.52% | |
| 2 | METAMETA PLATFORMS INC | 1,415,287 | $1.0T | 5002.12% | |
| 3 | AVGOBROADCOM INC | 2,846,122 | $939.0B | 4518.95% | |
| 4 | MSFTMICROSOFT CORP | 1,359,867 | $704.3B | 3389.79% | Call |
| 5 | NETCLOUDFLARE INC | 1,793,515 | $384.9B | 1852.27% | |
| 6 | LRCXLAM RESEARCH CORP | 2,856,262 | $382.5B | 1840.63% | |
| 7 | KLACKLA CORP | 344,077 | $371.1B | 1786.10% | |
| 8 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,479,369 | $349.2B | 1680.69% | |
| 9 | RNRRENAISSANCERE HLDGS LTD | 1,367,752 | $347.3B | 1671.51% | |
| 10 | AAPLAPPLE INC | 1,335,629 | $340.1B | 1636.76% | Call |
| 11 | GLWCORNING INC | 4,011,153 | $329.0B | 1583.55% | |
| 12 | ACGLARCH CAP GROUP LTD | 3,380,500 | $306.7B | 1476.12% | |
| 13 | MUMICRON TECHNOLOGY INC | 1,815,527 | $303.8B | 1461.97% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 1,835,264 | $296.9B | 1429.02% | |
| 15 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1,849,082 | $269.2B | 1295.79% | |
| 16 | GOOGALPHABET INC | 1,092,910 | $266.2B | 1281.04% | |
| 17 | GOOGLALPHABET INC | 1,060,515 | $257.8B | 1240.77% | Call |
| 18 | CLSCELESTICA INC | 1,027,694 | $253.2B | 1218.59% | |
| 19 | ORCLORACLE CORP | 898,990 | $252.8B | 1216.80% | |
| 20 | LITELUMENTUM HLDGS INC | 1,482,376 | $241.2B | 1160.81% | |
| 21 | PSTGPURE STORAGE INC | 2,831,141 | $237.3B | 1141.95% | |
| 22 | HOODROBINHOOD MKTS INC | 1,614,713 | $231.2B | 1112.67% | |
| 23 | WDCWESTERN DIGITAL CORP | 1,847,408 | $221.8B | 1067.46% | |
| 24 | CIENCIENA CORP | 1,463,211 | $213.1B | 1025.81% | |
| 25 | WRBBERKLEY W R CORP | 2,750,000 | $210.7B | 1014.06% | |
| 26 | CBCHUBB LIMITED | 727,500 | $205.3B | 988.22% | |
| 27 | ANETARISTA NETWORKS INC | 1,317,210 | $191.9B | 923.70% | |
| 28 | AMZNAMAZON COM INC | 851,862 | $187.0B | 900.18% | |
| 29 | MRSHMARSH & MCLENNAN COS INC | 910,000 | $183.4B | 882.61% | |
| 30 | TTMITTM TECHNOLOGIES INC | 3,062,083 | $176.4B | 848.84% | |
| 31 | APHAMPHENOL CORP NEW | 1,418,724 | $175.6B | 844.95% | |
| 32 | RDDTREDDIT INC | 758,762 | $174.5B | 839.85% | |
| 33 | ASNDASCENDIS PHARMA A/S | 857,911 | $170.6B | 820.86% | |
| 34 | MLB1MERCADOLIBRE INC | 70,602 | $165.0B | 794.06% | |
| 35 | SHOPSHOPIFY INC | 1,100,026 | $163.5B | 786.76% | |
| 36 | ESNTESSENT GROUP LTD | 2,500,000 | $158.9B | 764.74% | |
| 37 | APPAPPLOVIN CORP | 213,117 | $153.1B | 736.98% | |
| 38 | SNOWSNOWFLAKE INC | 678,828 | $153.1B | 736.87% | |
| 39 | CYTKCYTOKINETICS INC | 2,782,930 | $152.9B | 736.10% | |
| 40 | MKLMARKEL GROUP INC | 78,500 | $150.0B | 722.11% | |
| 41 | DASHDOORDASH INC | 540,369 | $147.0B | 707.35% | |
| 42 | SNDKSANDISK CORP | 1,302,523 | $146.1B | 703.34% | |
| 43 | VRTVERTIV HOLDINGS CO | 964,782 | $145.5B | 700.47% | |
| 44 | RBLXROBLOX CORP | 1,047,835 | $145.1B | 698.54% | |
| 45 | TRVTRAVELERS COMPANIES INC | 515,500 | $143.9B | 692.73% | |
| 46 | REEVEREST GROUP LTD | 410,500 | $143.8B | 691.92% | |
| 47 | CVNACARVANA CO | 368,024 | $138.8B | 668.16% | |
| 48 | GEVGE VERNOVA INC | 212,545 | $130.7B | 628.99% | |
| 49 | FNFABRINET | 347,304 | $126.6B | 609.45% | |
| 50 | RYTMRHYTHM PHARMACEUTICALS INC | 1,244,932 | $125.7B | 605.08% | |
| 51 | RNAAVIDITY BIOSCIENCES INC | 2,796,760 | $121.9B | 586.45% | |
| 52 | MDGLMADRIGAL PHARMACEUTICALS INC | 265,154 | $121.6B | 585.30% | |
| 53 | BABAALIBABA GROUP HLDG LTD | 648,396 | $115.9B | 557.73% | |
| 54 | PGRPROGRESSIVE CORP | 469,136 | $115.9B | 557.57% | |
| 55 | ALNYALNYLAM PHARMACEUTICALS INC | 251,460 | $114.7B | 551.85% | |
| 56 | RGAREINSURANCE GRP OF AMERICA I | 576,591 | $110.8B | 533.15% | |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 604,588 | $110.3B | 530.79% | |
| 58 | XENEXENON PHARMACEUTICALS INC | 2,546,766 | $102.3B | 492.11% | |
| 59 | NUNU HLDGS LTD | 6,256,747 | $100.2B | 482.09% | |
| 60 | ARQTARCUTIS BIOTHERAPEUTICS INC | 5,298,754 | $99.9B | 480.70% | |
| 61 | SPOTSPOTIFY TECHNOLOGY S A | 138,512 | $96.7B | 465.30% | |
| 62 | TSLATESLA INC | 214,383 | $95.3B | 458.84% | |
| 63 | RYANRYAN SPECIALTY HOLDINGS INC | 1,687,500 | $95.1B | 457.72% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 334,273 | $94.3B | 453.93% | |
| 65 | SESEA LTD | 504,419 | $90.2B | 433.89% | |
| 66 | UBERUBER TECHNOLOGIES INC | 919,560 | $90.1B | 433.57% | |
| 67 | REGNREGENERON PHARMACEUTICALS | 158,817 | $89.3B | 429.76% | |
| 68 | FLEXFLEX LTD | 1,527,361 | $88.5B | 426.12% | |
| 69 | NUVLNUVALENT INC | 1,022,225 | $88.4B | 425.45% | |
| 70 | AXONAXON ENTERPRISE INC | 117,130 | $84.1B | 404.54% | |
| 71 | NAMSNEWAMSTERDAM PHARMA COMPANY | 2,911,634 | $82.8B | 398.52% | |
| 72 | TEVATEVA PHARMACEUTICAL INDS LTD | 4,009,082 | $81.0B | 389.75% | |
| 73 | SLNOSOLENO THERAPEUTICS INC | 1,191,123 | $80.5B | 387.52% | |
| 74 | GRABGRAB HOLDINGS LIMITED | 13,047,010 | $78.5B | 378.00% | |
| 75 | CRWDCROWDSTRIKE HLDGS INC | 159,476 | $78.2B | 376.37% | |
| 76 | CLVTRIP COM GROUP LTD | 1,014,524 | $76.3B | 367.17% | |
| 77 | PDDPDD HOLDINGS INC | 555,898 | $73.5B | 353.60% | |
| 78 | HGTYHAGERTY INC | 5,817,416 | $70.0B | 337.09% | |
| 79 | ISIIONIS PHARMACEUTICALS INC | 1,033,622 | $67.6B | 325.43% | |
| 80 | LLYELI LILLY & CO | 84,611 | $64.6B | 310.70% | |
| 81 | BSXBOSTON SCIENTIFIC CORP | 654,258 | $63.9B | 307.41% | |
| 82 | RDNTRADNET INC | 832,214 | $63.4B | 305.24% | |
| 83 | ELVNENLIVEN THERAPEUTICS INC | 3,095,007 | $63.4B | 304.91% | |
| 84 | BROBROWN & BROWN INC | 675,000 | $63.3B | 304.68% | |
| 85 | EHCENCOMPASS HEALTH CORP | 486,430 | $61.8B | 297.36% | |
| 86 | NFLXNETFLIX INC | 51,361 | $61.6B | 296.36% | |
| 87 | AVDLAVADEL PHARMACEUTICALS PLC | 3,999,338 | $61.1B | 293.91% | |
| 88 | ALABASTERA LABS INC | 310,617 | $60.8B | 292.70% | |
| 89 | MIRMMIRUM PHARMACEUTICALS INC | 820,552 | $60.2B | 289.51% | |
| 90 | APLSAPELLIS PHARMACEUTICALS INC | 2,650,230 | $60.0B | 288.64% | |
| 91 | IRTCIRHYTHM TECHNOLOGIES INC | 335,908 | $57.8B | 278.04% | |
| 92 | TRUPTRUPANION INC | 1,300,000 | $56.3B | 270.78% | |
| 93 | VVISA INC | 160,943 | $54.9B | 264.42% | |
| 94 | IM8NINSMED INC | 371,887 | $53.6B | 257.75% | |
| 95 | COHRCOHERENT CORP | 483,865 | $52.1B | 250.85% | |
| 96 | BRK/BBERKSHIRE HATHAWAY INC DEL | 101,918 | $51.2B | 246.59% | |
| 97 | BBIOBRIDGEBIO PHARMA INC | 981,058 | $51.0B | 245.24% | |
| 98 | AFLAFLAC INC | 452,000 | $50.5B | 242.99% | |
| 99 | AKROAKERO THERAPEUTICS INC | 1,058,776 | $50.3B | 241.94% | |
| 100 | KSPIKASPI KZ JSC | 586,755 | $47.9B | 230.65% |
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