Equal-WT
WhaleScore 2.0
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Polar Capital Holdings PLC is based out of London. Polar Capital Holdings PLC is a hedge fund with 40 clients and discretionary assets under management (AUM) of $25,143,811,914 (Form ADV from 2023-06-30). Their last reported 13F filing for Q3 2023 included $13,493,817,335 in managed 13F securities
and a top 10 holdings concentration of 31.45%. Polar Capital Holdings PLC's largest holding is Microsoft Corp. with shares held of 2,437,441. Whalewisdom has at least 96 13F filings, and 36 13G filings
2023-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp. | 0.59% |
| ADBE Adobe Systems, Inc. | 0.52% |
| GOOGL Alphabet Inc. Class | 0.52% |
| GOOG Alphabet Inc. Class | 0.51% |
| META Meta Platforms Inc | 0.47% |
2023-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 0.76% |
| SGEN Seagen Inc | 0.65% |
| INSP Inspire Medical Syst | 0.59% |
| MELI MercadoLibre Inc | 0.41% |
| BABA Alibaba Group Holdin | 0.39% |
2023-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 5.7% |
| NVDA NVIDIA Corp. | 5.42% |
| AAPL Apple Inc | 4.02% |
| META Meta Platforms Inc | 2.87% |
| GOOG Alphabet Inc. Class | 2.78% |
2023-09-30
13F Activity
| Market Value | $13.5b, Prior: $14.5b |
| New Purchases | 38 stocks |
| Additional Purchases | 67 stocks |
| Sold out of | 37 stocks |
| Reduced holdings in | 141 stocks |
| Top 10 Holdings % | 31.45% |
| Turnover %[1] | 26.88% |
| Turnover Alt %[2] | 8.63% |
| Time Held Top 20 | 5.35 quarters |
| Time Held Top 10 | 5.4 quarters |
| Time Held All | 6.83 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-09-30
13F Sector Allocation Over Time
2023-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30