CIK: 0001439303
Total reported value
$13.3B
Reporting period: 2020-09-30 · Number of holdings: 287
Polar Capital LLP disclosed 287 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $13.3B and a quarterly turnover rate of 0.0%.
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Polar Capital LLP's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 60 equally-sized positions, well below its 287 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add META
+39.0% $214.0M
Add JNJ
+657.6% $157.3M
Trim UNH
-88.4% -$126.7M
Sold out CIEN
Add BABA
+10.1% $147.8M
Sold out MTCHEUR
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.35% | +4.47% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.25% | +0.48% | +297.97% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.28% | +1.22% | +39.04% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.33% | +0.78% | +10.13% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.05% | +0.03% | +1.73% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | — | -2.85% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 2.27% | +0.11% | -22.45% | |
| 8 | ADBE | Adobe INC | Stock-Tech | 2.21% | +0.49% | +30.76% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.38% | -1.18% | |
| 10 | PYPL | Paypal Holdings INC | Stock-Financials | 1.87% | — | -16.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | — | -11.46% | |
| 12 | NFLX | Netflix INC | Stock-Comm Services | 1.76% | +0.42% | +36.90% | |
| 13 | CRM | Salesforce INC | Stock-Tech | 1.43% | +0.55% | +38.89% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | +1.16% | +657.55% | |
| 15 | QCOM | Qualcomm INC | Stock-Tech | 1.33% | +0.55% | +51.17% | |
| 16 | XLNXEUR | Xilinx INC | Stock-Other | 1.19% | — | +17.75% | |
| 17 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.16% | — | -2.12% | |
| 18 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.15% | — | -7.50% | |
| 19 | ZEN1EUR | Zendesk INC | Stock-Other | 1.12% | +0.21% | +21.25% | |
| 20 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 1.10% | +0.47% | +16.13% | |
| 21 | EVBGEUR | Everbridge INC | Stock-Other | 1.01% | — | +13.14% | |
| 22 | ✓ | Stock-Other | 0.98% | — | +38.53% | ||
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | — | -9.09% | |
| 24 | ATVIEUR | Activision Blizzard INC | Stock-Comm Services | 0.93% | — | +33.71% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | +0.55% | +159.21% | |
| 26 | NOW | Servicenow INC | Stock-Tech | 0.91% | -0.49% | -37.55% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.88% | — | +0.79% | |
| 28 | ✓ | Horizon Therapeutics PLC | Stock-Other | 0.88% | — | -13.62% | |
| 29 | MKL | Markel Group INC | Stock-Financials | 0.81% | — | -0.90% | |
| 30 | MA | Mastercard INC - A | Stock-Financials | 0.79% | — | -7.30% | |
| 31 | TER | Teradyne INC | Stock-Tech | 0.73% | — | +58.17% | |
| 32 | HUBS | Hubspot INC | Stock-Tech | 0.72% | +0.26% | +38.17% | |
| 33 | SEDG | Solaredge Technologies INC | Stock-Tech | 0.69% | +0.36% | +39.32% | |
| 34 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.68% | +0.45% | +80.15% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.68% | — | -20.06% | |
| 36 | TWLO | Twilio INC - A | Stock-Tech | 0.67% | — | +4.04% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.66% | — | +19.36% | |
| 38 | EXEL | Exelixis INC | Stock-Healthcare | 0.65% | — | +8.37% | |
| 39 | CHGG | Chegg INC | Stock-Consumer Staples | 0.64% | +0.64% | NEW | |
| 40 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.63% | +0.30% | +96.97% | |
| 41 | TRIP | Tripadvisor INC | Stock-Other | 0.63% | — | +9.36% | |
| 42 | AVTR | Avantor INC | Stock-Healthcare | 0.62% | — | +35.72% | |
| 43 | AKX | Ansys INC | Stock-Other | 0.61% | — | +28.03% | |
| 44 | ESNT | Essent Group Ltd. | Stock-Financials | 0.61% | — | — | |
| 45 | ZM | Zoom Communications INC | Stock-Tech | 0.60% | — | -48.29% | |
| 46 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.60% | — | +3.70% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | -6.73% | |
| 48 | HUM | Humana INC | Stock-Healthcare | 0.58% | +0.54% | +1298.33% | |
| 49 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 0.57% | — | -1.00% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | +0.46% | +464.94% |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2020-09-30 | 287 | $13.3B | 0 | |
| 2020-06-30 | 280 | $11.6B | 59 | |
| 2020-03-31 | 289 | $9.3B | 57 | |
| 2019-12-31 | 282 | $11.5B | 35 | |
| 2019-09-30 | 280 | $11.1B | 36 | |
| 2019-06-30 | 282 | $11.4B | 33 | |
| 2019-03-31 | 266 | $10.8B | 36 | |
| 2018-12-31 | 257 | $9.4B | 44 | |
| 2018-09-30 | 266 | $11.8B | 71 | |
| 2018-06-30 | 256 | $16.6B | 73 | |
| 2018-03-31 | 255 | $9.9B | 42 | |
| 2017-12-31 | 250 | $9.7B | 48 | |
| 2017-09-30 | 239 | $8.9B | 35 | |
| 2017-06-30 | 237 | $7.4B | 37 | |
| 2017-03-31 | 252 | $6.7B | 37 | |
| 2016-12-31 | 255 | $6.3B | 37 | |
| 2016-09-30 | 255 | $5.8B | 39 | |
| 2016-06-30 | 262 | $5.3B | 40 | |
| 2016-03-31 | 261 | $5.3B | 39 | |
| 2015-12-31 | 265 | $5.5B | 50 | |
| 2015-09-30 | 272 | $4.9B | 35 | |
| 2015-06-30 | 283 | $5.2B | 35 | |
| 2015-03-31 | 283 | $5.3B | 41 | |
| 2014-12-31 | 276 | $5.1B | 38 | |
| 2014-09-30 | 270 | $4.8B | 35 | |
| 2014-06-30 | 266 | $4.7B | 46 | |
| 2014-03-31 | 266 | $4.4B | 40 | |
| 2013-12-31 | 267 | $4.2B | 41 | |
| 2013-09-30 | 254 | $3.7B | 51 | |
| 2013-06-30 | 244 | $2.9B | 0 |
Polar Capital LLP's most significant position changes for 2020-09-30: Sold out: Ciena CORP (CIEN); New buy: Chegg INC (CHGG); Sold out: Match Group INC (MTCHEUR); Sold out: Alteryx INC - Class A (AYXEUR); Sold out: Intel CORP (INTC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +39.04% | Add |
| 2 | JNJ | Johnson & Johnson | +1.2% | +657.55% | Add |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +10.13% | Add |
| 4 | CHGG | Chegg INC | +0.6% | NEW | New buy |
| 5 | CRM | Salesforce INC | +0.6% | +38.89% | Add |
| 6 | QCOM | Qualcomm INC | +0.6% | +51.17% | Add |
| 7 | MDT | Medtronic plc | +0.6% | +159.21% | Add |
| 8 | HUM | Humana INC | +0.5% | +1298.33% | Add |
| 9 | ADBE | Adobe INC | +0.5% | +30.76% | Add |
| 10 | AAPL | Apple INC | +0.5% | +297.97% | Add |
| 11 | PTON | Peloton Interactive Inc-a | +0.5% | +16.13% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.5% | +464.94% | Add |
| 13 | PINS | Pinterest Inc- Class A | +0.5% | +80.15% | Add |
| 14 | ZBH | Zimmer Biomet Holdings INC | +0.4% | NEW | New buy |
| 15 | NFLX | Netflix INC | +0.4% | +36.90% | Add |
| 16 | AVLRUSD | Avalara INC | +0.4% | NEW | New buy |
| 17 | TSLA | Tesla INC | +0.4% | +1443.19% | Add |
| 18 | NVDA | Nvidia CORP | +0.4% | -1.18% | Trim |
| 19 | SHOP | Shopify INC - Class A | +0.4% | NEW | New buy |
| 20 | SEDG | Solaredge Technologies INC | +0.4% | +39.32% | Add |
| 21 | ALGN | Align Technology INC | +0.4% | +280.80% | Add |
| 22 | ✓ | +0.4% | NEW | New buy | |
| 23 | MYOKEUR | Myokardia INC | +0.3% | +303.45% | Add |
| 24 | CCXIEUR | Chemocentryx INC | +0.3% | NEW | New buy |
| 25 | CDNS | Cadence Design Sys INC | +0.3% | +96.97% | Add |
| 26 | PACB | Pacific Biosciences Of Calif | +0.3% | +45.95% | Add |
| 27 | HUBS | Hubspot INC | +0.3% | +38.17% | Add |
| 28 | ZEN1EUR | Zendesk INC | +0.2% | +21.25% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | -22.45% | Trim |
| 30 | AMZN | Amazon.com INC | 0% | +1.73% | Add |
| 31 | MSFT | Microsoft CORP | -0.4% | +4.47% | Add |
| 32 | LITE | Lumentum Holdings INC | -0.4% | EXIT | Sold out |
| 33 | AMED | Amedisys INC | -0.4% | -99.09% | Trim |
| 34 | OKTA | Okta INC | -0.4% | EXIT | Sold out |
| 35 | DVA | Davita INC | -0.4% | EXIT | Sold out |
| 36 | BMRN | Biomarin Pharmaceutical INC | -0.4% | -50.49% | Trim |
| 37 | IQV | Iqvia Holdings INC | -0.4% | -75.03% | Trim |
| 38 | EHTH | Ehealth INC | -0.4% | -98.43% | Trim |
| 39 | SNPS | Synopsys INC | -0.4% | -92.67% | Trim |
| 40 | DGX | Quest Diagnostics INC | -0.5% | EXIT | Sold out |
| 41 | REGN | Regeneron Pharmaceuticals | -0.5% | -40.42% | Trim |
| 42 | NOW | Servicenow INC | -0.5% | -37.55% | Trim |
| 43 | BAX | Baxter International INC | -0.5% | -77.71% | Trim |
| 44 | HO1 | Hologic INC | -0.5% | EXIT | Sold out |
| 45 | INTC | Intel CORP | -0.5% | EXIT | Sold out |
| 46 | UBER | Uber Technologies INC | -0.5% | -86.92% | Trim |
| 47 | AYXEUR | Alteryx INC - Class A | -0.6% | EXIT | Sold out |
| 48 | MTCHEUR | Match Group INC | -0.7% | EXIT | Sold out |
| 49 | CIEN | Ciena CORP | -0.9% | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group INC | -1.1% | -88.42% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2020-09-30 | 2020-11-17 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-03-19 | Amendment | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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