Universe · entity
Polar Capital Holdings Plc
Institutional manager (13F) · CIK 1837309
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $16.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $2.1B | 11,805,589 |
| 2 | BROADCOM INC | $889M | 2,873,262 |
| 3 | ADVANCED MICRO DEVICES INC | $693M | 3,405,482 |
| 4 | META PLATFORMS INC | $600M | 1,049,017 |
| 5 | SANDISK CORP | $557M | 877,032 |
| 6 | LUMENTUM HLDGS INC | $506M | 719,486 |
| 7 | COHERENT CORP | $471M | 1,978,182 |
| 8 | CORNING INC | $453M | 3,333,777 |
| 9 | ALPHABET INC | $412M | 1,432,690 |
| 10 | LAM RESEARCH CORP | $409M | 1,913,491 |
| 11 | KLA CORP | $399M | 271,319 |
| 12 | VERTIV HOLDINGS CO | $386M | 1,540,959 |
| 13 | SEAGATE TECHNOLOGY HLDNGS PL | $366M | 933,859 |
| 14 | ALPHABET INC | $365M | 1,272,896 |
| 15 | INTEL CORP | $357M | 8,086,018 |
| 16 | MICRON TECHNOLOGY INC | $347M | 1,026,335 |
| 17 | AMAZON COM INC | $338M | 1,623,548 |
| 18 | RENAISSANCERE HLDGS LTD | $333M | 1,119,889 |
| 19 | APPLE INC | $329M | 1,295,827 |
| 20 | ARCH CAP GROUP LTD | $317M | 3,300,000 |
| 21 | CIENA CORP | $310M | 798,395 |
| 22 | CELESTICA INC | $300M | 1,065,005 |
| 23 | TTM TECHNOLOGIES INC | $285M | 2,924,285 |
| 24 | ARISTA NETWORKS INC | $274M | 2,230,969 |
| 25 | WESTERN DIGITAL CORP | $263M | 972,432 |
| 26 | ELI LILLY & CO | $259M | 281,102 |
| 27 | XENON PHARMACEUTICALS INC | $256M | 4,405,312 |
| 28 | GE VERNOVA INC | $251M | 287,990 |
| 29 | MICROSOFT CORP | $244M | 659,162 |
| 30 | CHUBB LTD SWITZ | $242M | 743,748 |
| 31 | CLOUDFLARE INC | $240M | 1,164,084 |
| 32 | FLEXTRONICS INTL LTD | $236M | 3,610,561 |
| 33 | FORMFACTOR INC | $222M | 2,292,313 |
| 34 | MARSH & MCLENNAN COS INC | $212M | 1,220,000 |
| 35 | MACOM TECH SOLUTIONS HLDGS I | $207M | 930,778 |
| 36 | ENLIVEN THERAPEUTICS INC | $199M | 5,065,933 |
| 37 | FABRINET | $191M | 365,902 |
| 38 | NUVALENT INC | $188M | 1,831,253 |
| 39 | BRIDGEBIO PHARMA INC | $187M | 2,519,306 |
| 40 | SHOPIFY INC | $171M | 1,441,167 |
| 41 | TEVA PHARMACEUTICAL INDS LTD | $156M | 5,175,058 |
| 42 | MARKEL GROUP INC | $153M | 80,000 |
| 43 | MADRIGAL PHARMACEUTICALS INC | $151M | 289,310 |
| 44 | BERKLEY W R CORP | $151M | 2,275,000 |
| 45 | ASCENDIS PHARMA A/S | $149M | 651,712 |
| 46 | ESSENT GROUP LTD | $149M | 2,550,000 |
| 47 | AKAMAI TECHNOLOGIES INC | $149M | 1,296,665 |
| 48 | REGENERON PHARMACEUTICALS | $149M | 192,546 |
| 49 | RHYTHM PHARMACEUTICALS INC | $141M | 1,615,586 |
| 50 | TRAVELERS COMPANIES INC | $139M | 477,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.