Polar Capital Holdings Plc Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$12.5B
Holdings
309
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (309 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 3,021,826 | $724.7B | 5776.10% | |
| 2 | AAPLAPPLE INC | 4,133,147 | $537.0B | 4280.25% | |
| 3 | ACGLARCH CAP GROUP LTD | 5,091,854 | $319.7B | 2547.86% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 3,787,074 | $245.3B | 1955.04% | |
| 5 | CBCHUBB LIMITED | 1,100,821 | $242.8B | 1935.54% | |
| 6 | MRSHMARSH & MCLENNAN COS INC | 1,332,290 | $220.5B | 1757.21% | |
| 7 | GOOGALPHABET INC | 2,389,072 | $212.0B | 1689.58% | |
| 8 | RNRRENAISSANCERE HLDGS LTD | 1,098,072 | $202.3B | 1612.39% | |
| 9 | NVDANVIDIA CORPORATION | 1,296,592 | $189.5B | 1510.25% | |
| 10 | NOWSERVICENOW INC | 482,021 | $187.2B | 1491.69% | |
| 11 | GOOGLALPHABET INC | 2,118,193 | $186.9B | 1489.57% | |
| 12 | VVISA INC | 861,013 | $178.9B | 1425.78% | |
| 13 | MKLMARKEL CORP | 127,500 | $168.0B | 1338.86% | |
| 14 | KLACKLA CORP | 425,078 | $160.3B | 1277.39% | |
| 15 | WRBBERKLEY W R CORP | 1,887,500 | $137.0B | 1091.74% | |
| 16 | TRVTRAVELERS COMPANIES INC | 709,513 | $133.0B | 1060.27% | |
| 17 | HUBSHUBSPOT INC | 450,293 | $130.2B | 1037.69% | |
| 18 | LSCCLATTICE SEMICONDUCTOR CORP | 1,996,251 | $129.5B | 1032.29% | |
| 19 | ANETEURARISTA NETWORKS INC | 1,067,050 | $129.5B | 1032.05% | |
| 20 | ESNTESSENT GROUP LTD | 3,237,500 | $125.9B | 1003.27% | |
| 21 | CYTKCYTOKINETICS INC | 2,724,777 | $124.8B | 995.10% | |
| 22 | XENEXENON PHARMACEUTICALS INC | 3,045,874 | $120.1B | 957.23% | |
| 23 | MAMASTERCARD INCORPORATED | 334,760 | $116.4B | 927.80% | |
| 24 | AONAON PLC | 360,000 | $108.0B | 861.20% | |
| 25 | SGENUSDSEAGEN INC | 825,632 | $106.1B | 845.67% | |
| 26 | MPWRMONOLITHIC PWR SYS INC | 297,120 | $105.1B | 837.40% | |
| 27 | RGAREINSURANCE GRP OF AMERICA I | 737,500 | $104.8B | 835.23% | |
| 28 | BSXBOSTON SCIENTIFIC CORP | 2,213,983 | $102.4B | 816.49% | |
| 29 | AMZNAMAZON COM INC | 1,216,911 | $102.2B | 814.73% | |
| 30 | QCOMQUALCOMM INC | 913,861 | $100.5B | 800.78% | |
| 31 | INCYINCYTE CORP | 1,235,072 | $99.2B | 790.66% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 319,742 | $98.8B | 787.22% | |
| 33 | REEVEREST RE GROUP LTD | 290,000 | $96.1B | 765.70% | |
| 34 | CYBRCYBERARK SOFTWARE LTD | 740,527 | $96.0B | 765.23% | |
| 35 | MRVLMARVELL TECHNOLOGY INC | 2,543,557 | $94.2B | 750.91% | |
| 36 | BABAALIBABA GROUP HLDG LTD | 1,038,196 | $91.5B | 728.92% | |
| 37 | MLB1MERCADOLIBRE INC | 107,584 | $91.0B | 725.63% | |
| 38 | UTHUNITED THERAPEUTICS CORP DEL | 324,893 | $90.3B | 720.12% | |
| 39 | RVNCEURREVANCE THERAPEUTICS INC | 4,848,633 | $89.5B | 713.39% | |
| 40 | CRWDCROWDSTRIKE HLDGS INC | 848,635 | $89.4B | 712.17% | |
| 41 | ACHCACADIA HEALTHCARE COMPANY IN | 1,077,883 | $88.7B | 707.22% | |
| 42 | PGRPROGRESSIVE CORP | 675,000 | $87.6B | 697.84% | |
| 43 | REGNREGENERON PHARMACEUTICALS | 117,500 | $84.8B | 675.69% | |
| 44 | PSTGPURE STORAGE INC | 3,154,719 | $84.4B | 672.86% | |
| 45 | VRTXVERTEX PHARMACEUTICALS INC | 290,000 | $83.7B | 667.49% | |
| 46 | PANWPALO ALTO NETWORKS INC | 581,745 | $81.2B | 647.00% | |
| 47 | PENPENUMBRA INC | 356,913 | $79.4B | 632.83% | |
| 48 | SHOPSHOPIFY INC | 2,265,649 | $78.6B | 626.79% | |
| 49 | WDAYWORKDAY INC | 458,935 | $76.8B | 612.07% | |
| 50 | SMARGBPSMARTSHEET INC | 1,935,603 | $76.2B | 607.22% | |
| 51 | ADIANALOG DEVICES INC | 444,141 | $72.9B | 580.66% | |
| 52 | DC4DEXCOM INC | 640,366 | $72.5B | 577.97% | |
| 53 | ALNYALNYLAM PHARMACEUTICALS INC | 297,500 | $70.7B | 563.51% | |
| 54 | SEDGSOLAREDGE TECHNOLOGIES INC | 248,969 | $70.5B | 562.11% | |
| 55 | OPCHOPTION CARE HEALTH INC | 2,309,311 | $69.5B | 553.84% | |
| 56 | SNOWSNOWFLAKE INC | 483,584 | $69.4B | 553.25% | |
| 57 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,550,000 | $69.1B | 550.62% | |
| 58 | ISRGINTUITIVE SURGICAL INC | 257,611 | $68.4B | 544.83% | |
| 59 | GTLBGITLAB INC | 1,500,005 | $68.2B | 543.26% | |
| 60 | MOHMOLINA HEALTHCARE INC | 201,923 | $66.7B | 531.46% | |
| 61 | ENPHENPHASE ENERGY INC | 242,826 | $64.3B | 512.81% | |
| 62 | JNJJOHNSON & JOHNSON | 361,186 | $63.8B | 508.53% | |
| 63 | BDXBECTON DICKINSON & CO | 247,586 | $63.0B | 501.82% | |
| 64 | BILLBILL COM HLDGS INC | 571,504 | $62.3B | 496.32% | |
| 65 | NETCLOUDFLARE INC | 1,355,556 | $61.3B | 488.46% | |
| 66 | CLVTRIP COM GROUP LTD | 1,764,868 | $60.7B | 483.89% | |
| 67 | UNHUNITEDHEALTH GROUP INC | 113,445 | $60.1B | 479.39% | |
| 68 | CRMSALESFORCE INC | 447,642 | $59.4B | 473.06% | |
| 69 | ALKSALKERMES PLC | 2,251,442 | $58.8B | 468.90% | |
| 70 | METAMETA PLATFORMS INC | 485,486 | $58.4B | 465.65% | |
| 71 | RYANRYAN SPECIALTY HOLDINGS INC | 1,375,000 | $57.1B | 454.92% | |
| 72 | ESTCELASTIC N V | 1,093,653 | $56.3B | 448.92% | |
| 73 | LLYLILLY ELI & CO | 152,053 | $55.6B | 443.37% | |
| 74 | PINSPINTEREST INC | 2,264,255 | $55.0B | 438.18% | |
| 75 | FAFFIRST AMERN FINL CORP | 1,050,000 | $55.0B | 438.03% | |
| 76 | ABNBAIRBNB INC | 638,679 | $54.6B | 435.24% | |
| 77 | SNYSANOFI | 1,125,000 | $54.5B | 434.25% | |
| 78 | GMEDGLOBUS MED INC | 723,454 | $53.7B | 428.25% | |
| 79 | LEGNLEGEND BIOTECH CORP | 1,060,867 | $53.0B | 422.10% | |
| 80 | SITMSITIME CORP | 510,180 | $51.8B | 413.22% | |
| 81 | MDBMONGODB INC | 260,766 | $51.3B | 409.11% | |
| 82 | GLOBGLOBANT S A | 302,268 | $50.8B | 405.13% | |
| 83 | ABBVABBVIE INC | 314,337 | $50.8B | 404.90% | |
| 84 | XYZBLOCK INC | 786,648 | $49.4B | 393.99% | |
| 85 | TRUPTRUPANION INC | 1,025,000 | $48.7B | 388.30% | |
| 86 | TERTERADYNE INC | 533,493 | $46.6B | 371.42% | |
| 87 | BUWABIO RAD LABS INC | 110,044 | $46.3B | 368.81% | |
| 88 | AXNX*AXONICS INC | 710,336 | $44.4B | 354.02% | |
| 89 | AVTRAVANTOR INC | 2,100,881 | $44.3B | 353.14% | |
| 90 | FRSHFRESHWORKS INC | 2,893,632 | $42.6B | 339.26% | |
| 91 | BIIBBIOGEN INC | 150,000 | $41.5B | 331.07% | |
| 92 | AFLAFLAC INC | 575,000 | $41.4B | 329.70% | |
| 93 | EX9EXELIXIS INC | 2,570,898 | $41.2B | 328.68% | |
| 94 | OPHTEURIVERIC BIO INC | 1,868,628 | $40.0B | 318.87% | |
| 95 | MMSIMERIT MED SYS INC | 563,251 | $39.8B | 317.03% | |
| 96 | PRAPROASSURANCE CORP | 2,250,000 | $39.3B | 313.29% | |
| 97 | TRIPTRIPADVISOR INC | 2,184,749 | $39.3B | 313.08% | |
| 98 | TEAMATLASSIAN CORPORATION | 304,631 | $39.2B | 312.43% | |
| 99 | ONON SEMICONDUCTOR CORP | 621,538 | $38.8B | 308.97% | |
| 100 | LIVNLIVANOVA PLC | 691,799 | $38.4B | 306.24% |
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