Polar Capital Holdings Plc Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$17.9B

Holdings

293

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (293 positions)

#StockSharesValue% PortfolioType
101
FSLRFIRST SOLAR INC
247,749$43.7B244.20%
102
RLIRLI CORP
260,000$42.9B239.69%
103
BEKEKE HLDGS INC
2,313,217$42.6B238.31%
104
NTNXNUTANIX INC
695,665$42.6B238.04%
105
MDGLMADRIGAL PHARMACEUTICALS INC
137,720$42.5B237.68%
106
BSXBOSTON SCIENTIFIC CORP
474,680$42.4B237.13%
107
FAFFIRST AMERN FINL CORP
675,000$42.1B235.72%
108
BROBROWN & BROWN INC
412,500$42.1B235.37%
109
ROIVROIVANT SCIENCES LTD
3,500,000$41.4B231.57%
110
ASNDASCENDIS PHARMA A/S
300,000$41.3B230.99%
111
REGNREGENERON PHARMACEUTICALS
56,249$40.1B224.09%
112
TCE2CELLDEX THERAPEUTICS INC NEW
1,565,831$39.6B221.30%
113
IBKRINTERACTIVE BROKERS GROUP IN
223,408$39.5B220.75%
114
ABBVABBVIE INC
219,516$39.0B218.17%
115
IOTSAMSARA INC
889,429$38.9B217.33%
116
MMSIMERIT MED SYS INC
382,697$37.0B207.02%
117
RNAAVIDITY BIOSCIENCES INC
1,271,891$37.0B206.86%
118
ITGRINTEGER HLDGS CORP
272,436$36.1B201.92%
119
ICEINTERCONTINENTAL EXCHANGE IN
241,540$36.0B201.30%
120
ETNEATON CORP PLC
107,171$35.6B198.92%
121
FISFIDELITY NATL INFORMATION SV
438,960$35.5B198.29%
122
ZZILLOW GROUP INC
452,450$33.5B187.38%
123
MCKMCKESSON CORP
58,285$33.2B185.78%
124
RVMDREVOLUTION MEDICINES INC
750,665$32.8B183.64%
125
TOSTTOAST INC
854,726$31.2B174.24%
126
VTEXVTEX
5,229,168$30.8B172.26%
127
BACBANK AMERICA CORP
696,463$30.6B171.20%
128
WMTWALMART INC
338,186$30.6B170.89%
129
TBBBBBB FOODS INC
1,036,375$29.3B163.92%
130
RHCRH PLC
313,968$29.0B162.46%
131
MIRMMIRUM PHARMACEUTICALS INC
675,000$27.9B156.10%
132
CGONCG ONCOLOGY INC
967,055$27.7B155.12%
133
USFDUS FOODS HLDG CORP
408,937$27.6B154.29%
134
AXPAMERICAN EXPRESS CO
92,177$27.4B153.01%
135
PLRXPLIANT THERAPEUTICS INC
2,015,000$26.5B148.42%
136
BKNGBOOKING HOLDINGS INC
5,178$25.7B143.88%
137
ESTAESTABLISHMENT LABS HLDGS INC
546,519$25.2B140.82%
138
DC4DEXCOM INC
302,456$23.5B131.56%
139
GDDYGODADDY INC
112,847$22.3B124.57%
140
ADIANALOG DEVICES INC
103,517$22.0B123.01%
141
AGIOAGIOS PHARMACEUTICALS INC
627,036$20.6B115.24%
142
DOCSDOXIMITY INC
382,695$20.4B114.27%
143
GSGOLDMAN SACHS GROUP INC
35,549$20.4B113.85%
144
HHYATT HOTELS CORP
128,305$20.1B112.65%
145
CVECENOVUS ENERGY INC
1,017,617$19.8B110.63%
146
QCOMQUALCOMM INC
128,516$19.7B110.42%
147
BOWBOWHEAD SPECIALTY HLDGS INC
550,000$19.5B109.26%
148
STVNSTEVANATO GROUP S P A
874,813$19.1B106.61%
149
PODDINSULET CORP
72,871$19.0B106.40%
150
DOXAMDOCS LTD
222,900$19.0B106.14%
151
PLTRPALANTIR TECHNOLOGIES INC
238,262$18.0B100.78%
152
TRVCCITIGROUP INC
255,085$18.0B100.42%
153
BRKRBRUKER CORP
305,190$17.9B100.06%
154
SYRESPYRE THERAPEUTICS INC
750,000$17.5B97.65%
15514,360,000$17.4B97.42%
156
NDAQNASDAQ INC
218,601$16.9B94.52%
157
FWONALIBERTY MEDIA CORP DEL
180,495$16.7B93.54%
158
GLGLOBE LIFE INC
148,677$16.6B92.73%
159
MKSIMKS INSTRS INC
156,477$16.3B91.36%
160
LINLINDE PLC
38,865$16.3B91.01%
161
ELVELEVANCE HEALTH INC
44,012$16.2B90.81%
162
ALCALCON AG
198,355$16.0B89.35%
163
FFIVF5 INC
62,787$15.8B88.31%
164
BLKBLACKROCK INC
14,932$15.3B85.61%
165
ATRAPTARGROUP INC
96,930$15.2B85.17%
166
PENPENUMBRA INC
63,453$15.1B84.28%
167
TSEMTOWER SEMICONDUCTOR LTD
287,818$14.8B82.92%
168
AXSAXIS CAP HLDGS LTD
165,614$14.7B82.09%
169
LOWLOWES COS INC
58,845$14.5B81.23%
170
YMABUSDY-MABS THERAPEUTICS INC
1,831,000$14.3B80.18%
171
UBERUBER TECHNOLOGIES INC
236,376$14.3B79.74%
172
ATSG 3.875 08/15/29AIR TRANS SVCS GROUP INC
14,240,000$14.2B79.18%
173
XMTRXOMETRY INC
329,811$14.1B78.69%
174
ALSALLSTATE CORP
72,498$14.0B78.17%
175
ARESARES MANAGEMENT CORPORATION
78,927$14.0B78.15%
176
ACHCACADIA HEALTHCARE COMPANY IN
349,761$13.9B77.56%
177
EXASEXACT SCIENCES CORP
245,402$13.8B77.12%
178
PTGXPROTAGONIST THERAPEUTICS INC
350,000$13.5B75.56%
179
UNPUNION PAC CORP
57,057$13.0B72.77%
180
BWXTBWX TECHNOLOGIES INC
114,878$12.8B71.57%
181
LEGNLEGEND BIOTECH CORP
381,873$12.4B69.50%
182
WVEWAVE LIFE SCIENCES LTD
1,000,000$12.4B69.18%
183
USBUS BANCORP DEL
256,960$12.3B68.74%
184
SSNCSS&C TECHNOLOGIES HLDGS INC
159,185$12.1B67.47%
185
AJGGALLAGHER ARTHUR J & CO
41,881$11.9B66.49%
186
FISVFISERV INC
57,151$11.7B65.66%
187
CNMCORE & MAIN INC
228,178$11.6B64.97%
188
ECLECOLAB INC
49,409$11.6B64.75%
189
CATCATERPILLAR INC
31,325$11.4B63.55%
190
FERGFERGUSON ENTERPRISES INC
65,392$11.4B63.48%
191
XYZBLOCK INC
130,931$11.1B62.24%
192
CNCCENTENE CORP DEL
182,178$11.0B61.72%
193
SNSHARKNINJA INC
112,667$11.0B61.35%
194
CSCOCISCO SYS INC
180,671$10.7B59.82%
195
OTXOPEN TEXT CORP
377,405$10.7B59.78%
196
ORKAORUKA THERAPEUTICS INC
550,000$10.7B59.65%
197
CRTOCRITEO S A
268,000$10.6B59.30%
198
AMGAFFILIATED MANAGERS GROUP IN
56,532$10.5B58.47%
199
CRCCANADIAN NAT RES LTD
261,513$10.4B57.91%
200
RBLXROBLOX CORP
175,433$10.2B56.77%
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