Equal-WT
WhaleScore 2.0
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POLAR CAPITAL HOLDINGS PLC
LONDON X0
Investment Advisor
Hedge Fund
Polar Capital Holdings PLC is based out of London. Polar Capital Holdings PLC is a hedge fund with 39 clients and discretionary assets under management (AUM) of $29,217,205,919 (Form ADV from 2024-06-28). Their last reported 13F filing for Q4 2024 included $17,879,892,740 in managed 13F securities
and a top 10 holdings concentration of 31.19%. Polar Capital Holdings PLC's largest holding is NVIDIA Corp with shares held of 9,398,436. Whalewisdom has at least 103 13F filings, and 50 13G filings
Investment Strategy
Polar Capital employs various investment strategies to implement investment decisions, including long-term and short-term investments, trading activities, hedging activities, investments in specific sectors and regions, and convertible fixed income, fixed income, absolute return, value, and growth securities. Additionally, long/short portfolios, short sales, and margin transactions are also utilized.
Polar Capital's investment strategies involve various risks, including risk of loss, currency risk, interest rate risk, inflation risk, liquidity risk, credit risk, geopolitical risk, and regulatory risk. Certain risks may not apply to all strategies or apply to a material degree.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AVGO Broadcom Inc | 1.5% |
| GEV GE Vernova Inc | 0.99% |
| META Meta Platforms Inc | 0.98% |
| MRVL Marvell Technology I | 0.96% |
| AMZN Amazon.com Inc | 0.96% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| SW Smurfit WestRock plc | 15.24% |
| FERG Ferguson Enterprises | 3.4% |
| AMD Advanced Micro Devic | 1.71% |
| MPWR Monolithic Power Sys | 0.9% |
| TER Teradyne Inc | 0.62% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 7.06% |
| META Meta Platforms Inc | 4.92% |
| AVGO Broadcom Inc | 3.96% |
| MSFT Microsoft Corporatio | 3.6% |
| AAPL Apple Inc | 2.11% |
2024-12-31
13F Activity
| Market Value | $17.9b, Prior: $21.0b |
| Inflows (Outflows) as % of Total MV | +1.6934% |
| New Purchases | 51 stocks |
| Added To | 83 stocks |
| Sold out of | 44 stocks |
| Reduced holdings in | 116 stocks |
| Top 10 Holdings % | 31.19% |
| Turnover %[1] | 27.94% |
| Turnover Alt %[2] | 17.43% |
| Time Held Top 20 | 7.15 quarters |
| Time Held Top 10 | 3.4 quarters |
| Time Held All | 7.41 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.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31