Polar Capital LLP

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CIK 1439303

13F portfolio (2020-Q3)

$13.5B

Positions

294

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2020-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2020-Q3)

Holdings

294

Top 5

21.1%

Top 10

31.7%

Effective N

62.2

HHI

0.016

This quarter

61 new · 0 exit →

By sector

Information Technology32.5%

Unclassified16.9%

Financials15.5%

Health Care12.7%

Communication Services10.9%

Consumer Discretionary5.8%

Industrials5.4%

Consumer Staples0.2%

Other0.1%

By market cap

Large ($10–200B)34.1%

Mega (>$200B)33.1%

Unknown20.9%

Mid ($2–10B)8.7%

Small ($300M–2B)2.2%

Micro (<$300M)1.1%

By region

North America79.4%

Other16.9%

Asia-Pacific3.4%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	17.51%	92
Software	14.89%	22
Software & IT Services	11.39%	12
Insurance	10.28%	23
Commercial Services & Supplies	8.03%	12
Technology Hardware & Equipment	6.79%	8
Semiconductors & Semiconductor Equipment	6.27%	10
Pharmaceuticals & Biotechnology	5.53%	26
Health Care Equipment & Supplies	3.94%	21
Specialty Retail	3.20%	4
Media & Entertainment	2.41%	4
Life Sciences Tools & Services	2.29%	7
Communications Equipment	1.31%	1
Leisure Products	1.09%	1
Health Care Providers & Services	0.97%	9
Diversified Consumer Services	0.63%	1
Banks	0.63%	18
Machinery	0.61%	2
Capital Markets	0.48%	5
Automobiles & Components	0.47%	1
Distributors	0.40%	5
Diversified Telecommunication Services	0.25%	1
Tobacco	0.18%	2
Construction & Engineering	0.17%	1
Transportation Infrastructure	0.10%	1
Oil, Gas & Consumable Fuels	0.06%	1
Electrical Equipment & Components	0.06%	1
Textiles, Apparel & Luxury Goods	0.04%	1
Metals & Mining	0.02%	1
Aerospace & Defense	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	5.50%
2	AAPL	Apple Inc.	Information Technology	5.14%
3	META	Meta Platforms, Inc.	Communication Services	4.20%
4	BABA	Alibaba Group Holding Ltd	Industrials	3.29%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.02%
6	GOOG	Alphabet Inc.	Communication Services	2.29%
7	AMD	ADVANCED MICRO DEVICES INC	Information Technology	2.24%
8	ADBE	ADOBE INC.	Information Technology	2.18%
9	NVDA	NVIDIA CORP	Information Technology	2.02%
10	PYPL	PayPal Holdings, Inc.	Financials	1.85%

203/294 names classified · sector 83.1% of weight · industry 82.5% · mkt cap 79.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, ADBE, AMD, NVDA · other

FinancialsACGL, CB, BRK.B, ELV, PYPL · other

Health CarePFE, JNJ, MDT, MRK, LLY · other

IndustrialsBABA, FIS, EBAY, ACN, WCN · other

Communication ServicesGOOG, META, GOOGL, CMCSA, NFLX · other

Consumer DiscretionaryAMZN, TEL, MCK, MCD, PTON · other

EnergySU, CNQ, HAL, IMO, RIG · other

Consumer StaplesPEP, MO, PM, KO, CVS · other

MaterialsFCX, MEOH, GLW, AEM, PAAS · other

Real EstateMPT, OHI, NHI, HR, SBRA

Utilities

UnclassifiedBIOMARIN PHARMACEUTICAL, AETNA INC NEW, CSG SYS INTL INC, DERMIRA INC, CTRIP COM INTL LTD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 83.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2020-Q3), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (151 classified)Polar Capital LLP centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesHealth CareConsumer DiscretionaryIndustrialsConsumer Staples

Style box summary for Polar Capital LLP: centroid Large Core. Heaviest cells: Large Growth 26.9%, Large Core 13.8%, Mid Core 6.5%.

Classified: 69.2% of book weight (151/214 names) · unclassified 30.8%: , BABA, PTON, SEDG, CRWD, SPOT, CHGG, AVTR, BRK.B, TTWO +53 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 294 positions (2020-Q3) · largest first · Δ vs 2020-Q2

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	3,517,102	$740M	5.5%	ADD 5%
2	AAPLAPPLE INC	5,978,225	$692M	5.1%	ADD 299%
3	METAMETA PLATFORMS INC	2,157,948	$565M	4.2%	ADD 39%
4	BABAALIBABA GROUP HLDG LTD	1,505,469	$443M	3.3%	ADD 10%
5	AMZNAMAZON COM INC	128,949	$406M	3.0%	HOLD
6	GOOGALPHABET INC	210,157	$309M	2.3%	TRIM −3%
7	AMDADVANCED MICRO DEVICES INC	3,683,927	$302M	2.2%	TRIM −22%
8	ADBEADOBE INC	598,883	$294M	2.2%	ADD 31%
9	NVDANVIDIA CORPORATION	502,841	$272M	2.0%	HOLD
10	PYPLPAYPAL HLDGS INC	1,264,577	$249M	1.9%	TRIM −16%
11	GOOGLALPHABET INC	160,486	$235M	1.7%	TRIM −11%
12	NFLXNETFLIX INC	467,095	$234M	1.7%	ADD 37%
13	CRMSALESFORCE INC	755,559	$190M	1.4%	ADD 39%
14	JNJJOHNSON & JOHNSON	1,207,177	$180M	1.3%	ADD 658%
15	QCOMQUALCOMM INC	1,497,151	$176M	1.3%	ADD 51%
16	XILINX INC	1,516,281	$158M	1.2%	ADD 18%
17	ACGLARCH CAP GROUP LTD	5,287,735	$155M	1.1%	TRIM −2%
18	MRSHMARSH & MCLENNAN COS INC	1,337,295	$153M	1.1%	TRIM −7%
19	ZENDESK INC	1,451,142	$149M	1.1%	ADD 21%
20	PTONPELOTON INTERACTIVE INC	1,478,085	$147M	1.1%	ADD 16%
21	EVERBRIDGE INC	1,072,121	$135M	1.0%	ADD 13%
22	GRUBHUB INC	1,808,755	$131M	1.0%	ADD 39%
23	VVISA INC	621,807	$124M	0.9%	TRIM −9%
24	ACTIVISION BLIZZARD INC	1,532,725	$124M	0.9%	ADD 34%
25	MDTMEDTRONIC PLC	1,169,376	$122M	0.9%	ADD 159%
26	NOWSERVICENOW INC	249,798	$121M	0.9%	TRIM −38%
27	CBCHUBB LIMITED	1,007,830	$117M	0.9%	HOLD
28	HORIZON THERAPEUTICS PLC	1,501,008	$117M	0.9%	TRIM −14%
29	MKLMARKEL GROUP INC	110,357	$107M	0.8%	HOLD
30	MAMASTERCARD INCORPORATED	312,148	$106M	0.8%	TRIM −7%
31	TERTERADYNE INC	1,213,740	$96M	0.7%	ADD 58%
32	HUBSHUBSPOT INC	326,997	$96M	0.7%	ADD 38%
33	SEDGSOLAREDGE TECHNOLOGIES INC	383,784	$91M	0.7%	ADD 39%
34	PINSPINTEREST INC	2,182,705	$91M	0.7%	ADD 80%
35	CRWDCROWDSTRIKE HLDGS INC	655,267	$90M	0.7%	TRIM −20%
36	TWLOTWILIO INC	359,396	$89M	0.7%	ADD 4%
37	SPOTSPOTIFY TECHNOLOGY S A	360,191	$87M	0.6%	ADD 19%
38	MTCHMATCH GROUP INC NEW	784,643	$87M	0.6%	NEW
39	EXELEXELIXIS INC	3,548,070	$87M	0.6%	ADD 8%
40	CHGGCHEGG INC	1,189,909	$85M	0.6%	NEW
41	CDNSCADENCE DESIGN SYSTEM INC	789,306	$84M	0.6%	ADD 97%
42	TRIPTRIPADVISOR INC	4,249,944	$83M	0.6%	ADD 9%
43	AVTRAVANTOR INC	3,642,224	$82M	0.6%	ADD 36%
44	ANSYS INC	249,734	$82M	0.6%	ADD 28%
45	ESNTESSENT GROUP LTD	2,200,000	$81M	0.6%	HOLD
46	ZMZOOM COMMUNICATIONS INC	168,878	$79M	0.6%	TRIM −48%
47	RNRRENAISSANCERE HLDGS LTD	466,656	$79M	0.6%	ADD 4%
48	BRK.BBERKSHIRE HATHAWAY INC DEL	365,515	$78M	0.6%	TRIM −7%
49	HUMHUMANA INC	185,488	$77M	0.6%	ADD 1298%
50	BIOBIO RAD LABS INC	148,273	$76M	0.6%	HOLD
51	BMYBRISTOL-MYERS SQUIBB CO	1,256,451	$76M	0.6%	ADD 465%
52	TRVTRAVELERS COMPANIES INC	690,437	$75M	0.6%	ADD 2%
53	AXONAXON ENTERPRISE INC	813,937	$74M	0.5%	ADD 13%
54	ALLEGHANY CORP DEL	140,000	$73M	0.5%	ADD 6%
55	AONAON PLC	349,500	$72M	0.5%	HOLD
56	TTWOTAKE-TWO INTERACTIVE SOFTWAR	430,376	$71M	0.5%	TRIM −14%
57	NETCLOUDFLARE INC	1,718,553	$71M	0.5%	TRIM −10%
58	WRBBERKLEY W R CORP	1,150,000	$70M	0.5%	HOLD
59	CNCCENTENE CORP DEL	1,160,304	$68M	0.5%	ADD 139%
60	SPLUNK INC	339,725	$64M	0.5%	HOLD
61	TSLATESLA INC	147,868	$63M	0.5%	ADD 1443%
62	ALGNALIGN TECHNOLOGY INC	189,305	$62M	0.5%	ADD 281%
63	VRTXVERTEX PHARMACEUTICALS INC	225,037	$61M	0.5%	ADD 31%
64	POWIPOWER INTEGRATIONS INC	1,102,965	$61M	0.5%	ADD 136%
65	SNAPSNAP INC	2,331,829	$61M	0.5%	TRIM −36%
66	BIOHAVEN PHARMACTL HLDG CO L	932,944	$61M	0.5%	ADD 34%
67	PING IDENTITY HOLDING CORP	1,895,624	$59M	0.4%	ADD 59%
68	ZBHZIMMER BIOMET HOLDINGS INC	430,142	$59M	0.4%	NEW
69	MEDALLIA INC	2,122,728	$58M	0.4%	ADD 36%
70	PGRPROGRESSIVE CORP	597,345	$57M	0.4%	HOLD
71	MYOKARDIA INC	413,880	$56M	0.4%	ADD 303%
72	IMVTIMMUNOVANT INC	1,569,212	$55M	0.4%	TRIM −11%
73	PACBPACIFIC BIOSCIENCES CALIF IN	5,473,054	$54M	0.4%	ADD 46%
74	AVALARA INC	420,038	$53M	0.4%	NEW
75	REGNREGENERON PHARMACEUTICALS	95,000	$53M	0.4%	TRIM −40%
76	INCYINCYTE CORP	585,929	$53M	0.4%	ADD 12%
77	AXONICS INC	1,022,155	$52M	0.4%	HOLD
78	LSCCLATTICE SEMICONDUCTOR CORP	1,772,390	$51M	0.4%	TRIM −22%
79	SHOPSHOPIFY INC	48,844	$50M	0.4%	NEW
80	SYNEOS HEALTH INC	935,929	$50M	0.4%	ADD 283%
81	KEYSKEYSIGHT TECHNOLOGIES INC	487,872	$48M	0.4%	ADD 9%
82	QUOTIENT LTD	9,251,653	$48M	0.4%	ADD 22%
83	2U INC	1,355,606	$46M	0.3%	NEW
84	AKAMAKAMAI TECHNOLOGIES INC	414,707	$46M	0.3%	ADD 11%
85	CHEMOCENTRYX INC	808,739	$44M	0.3%	NEW
86	RGAREINSURANCE GRP OF AMERICA I	460,000	$44M	0.3%	ADD 3%
87	EGEVEREST GROUP LTD	217,840	$43M	0.3%	HOLD
88	TFXTELEFLEX INCORPORATED	120,563	$41M	0.3%	ADD 58%
89	ALEXION PHARMACEUTICALS INC	350,000	$40M	0.3%	ADD 32%
90	MOHMOLINA HEALTHCARE INC	215,800	$40M	0.3%	NEW
91	ADUSADDUS HOMECARE CORP	416,943	$39M	0.3%	ADD 42%
92	STESTERIS PLC	218,415	$38M	0.3%	NEW
93	NANOSTRING TECHNOLOGIES INC	850,000	$38M	0.3%	ADD 70%
94	AHCOADAPTHEALTH CORP	1,734,214	$38M	0.3%	ADD 11212%
95	FLIR SYS INC	1,049,729	$38M	0.3%	TRIM −20%
96	TMUST-MOBILE US INC	292,980	$34M	0.2%	TRIM −4%
97	NUTANIX INC	34,200,000	$32M	0.2%	HOLD
98	FISVFISERV INC	305,138	$31M	0.2%	HOLD
99	ADIANALOG DEVICES INC	261,568	$31M	0.2%	ADD 7%
100	AMEAMETEK INC	305,087	$30M	0.2%	TRIM −4%
101	NVSTENVISTA HOLDINGS CORPORATION	1,227,448	$30M	0.2%	TRIM −12%
102	OXFORD IMMUNOTEC GLOBAL PLC	2,568,385	$30M	0.2%	HOLD
103	MMSIMERIT MED SYS INC	688,231	$30M	0.2%	NEW
104	SPGIS&P GLOBAL INC	82,157	$30M	0.2%	TRIM −17%
105	TNDMTANDEM DIABETES CARE INC	255,573	$29M	0.2%	ADD 5665%
106	AIR TRANS SVCS GROUP INC	27,115,000	$29M	0.2%	TRIM −7%
107	CSG SYS INTL INC	27,500,000	$29M	0.2%	HOLD
108	REVANCE THERAPEUTICS INC	1,115,804	$28M	0.2%	TRIM −13%
109	ELVELEVANCE HEALTH INC FORMERLY	102,234	$27M	0.2%	TRIM −4%
110	OPCHOPTION CARE HEALTH INC	2,034,549	$27M	0.2%	ADD 8897%
111	ALCALCON AG	485,237	$27M	0.2%	NEW
112	AAGILENT TECHNOLOGIES INC	258,963	$26M	0.2%	TRIM −17%
113	INSMINSMED INC	763,376	$25M	0.2%	ADD 66%
114	JRVRJAMES RIV GROUP LTD	550,000	$24M	0.2%	HOLD
115	SEATTLE GENETICS INC	125,000	$24M	0.2%	ADD 9%
116	FAFFIRST AMERN FINL CORP	475,000	$24M	0.2%	HOLD
117	AMGNAMGEN INC	95,081	$24M	0.2%	ADD 102%
118	ENOVENOVIS CORP	769,360	$24M	0.2%	TRIM −4%
119	SSNCSS&C TECHNOLOGIES HLDGS INC	384,874	$23M	0.2%	TRIM −4%
120	ACNACCENTURE PLC IRELAND	102,828	$23M	0.2%	ADD 83%
121	TMHCTAYLOR MORRISON HOME CORP	932,595	$23M	0.2%	TRIM −9%
122	ICEINTERCONTINENTAL EXCHANGE IN	225,282	$23M	0.2%	TRIM −4%
123	ICLRICON PLC	116,913	$22M	0.2%	TRIM −24%
124	DLBDOLBY LABORATORIES INC	330,724	$22M	0.2%	TRIM −4%
125	BLBLACKLINE INC	244,246	$22M	0.2%	ADD 36%
126	IMMUNOMEDICS INC	255,632	$22M	0.2%	TRIM −85%
127	IAC INTERACTIVECORP NEW	178,722	$21M	0.2%	NEW
128	MACQUARIE INFRASTR HOLD LLC	23,500,000	$21M	0.2%	HOLD
129	RLIRLI CORP	255,000	$21M	0.2%	TRIM −5%
130	CCITIGROUP INC	489,347	$21M	0.2%	ADD 19%
131	AKAMAI TECHNOLOGIES INC	17,500,000	$20M	0.2%	NEW
132	USFDUS FOODS HLDG CORP	893,370	$20M	0.1%	TRIM −27%
133	MOALTRIA GROUP INC	507,831	$20M	0.1%	TRIM −11%
134	Y-MABS THERAPEUTICS INC COM	506,083	$19M	0.1%	HOLD
135	GLOBAL BLOOD THERAPEUTICS INC	350,000	$19M	0.1%	ADD 100%
136	ATRCATRICURE INC	478,119	$19M	0.1%	ADD 25%
137	BMRNBIOMARIN PHARMACEUTICAL INC	250,000	$19M	0.1%	TRIM −50%
138	LLYELI LILLY & CO	128,000	$19M	0.1%	NEW
139	SOUTHWEST AIRLINES CO	14,500,000	$19M	0.1%	NEW
140	CLDXCELLDEX THERAPEUTICS INC NEW	1,250,000	$19M	0.1%	NEW
141	CHANGE HEALTHCARE INC	335,000	$18M	0.1%	HOLD
142	ACCELERON PHARMA INC	157,762	$18M	0.1%	ADD 61%
143	UNHUNITEDHEALTH GROUP INC	56,672	$18M	0.1%	TRIM −88%
144	SMMTSUMMIT THERAPEUTICS INC	5,000,000	$17M	0.1%	NEW
145	SNAP INC	12,000,000	$17M	0.1%	NEW
146	IQVIQVIA HLDGS INC	105,293	$17M	0.1%	TRIM −75%
147	DGDOLLAR GEN CORP	78,150	$16M	0.1%	NEW
148	ORCLORACLE CORP	270,980	$16M	0.1%	NEW
149	SGRYSURGERY PARTNERS INC	736,792	$16M	0.1%	NEW
150	KLICKULICKE & SOFFA INDS INC	719,850	$16M	0.1%	ADD 23%
151	TELTE CONNECTIVITY LTD	161,711	$16M	0.1%	ADD 40%
152	BDXBECTON DICKINSON & CO	67,052	$16M	0.1%	HOLD
153	TEAMATLASSIAN CORP PLC	84,752	$15M	0.1%	ADD 123%
154	KURAKURA ONCOLOGY INC	500,000	$15M	0.1%	NEW
155	AVADEL PHARMACEUTICALS PLC	2,978,915	$15M	0.1%	HOLD
156	AFLAFLAC INC	410,000	$15M	0.1%	HOLD
157	PRAPROASSURANCE CORP	950,000	$15M	0.1%	ADD 36%
158	BAXBAXTER INTL INC	183,938	$15M	0.1%	TRIM −78%
159	TMOTHERMO FISHER SCIENTIFIC INC	33,188	$15M	0.1%	TRIM −60%
160	ROKROCKWELL AUTOMATION INC	66,151	$15M	0.1%	ADD 6%
161	ALNYALNYLAM PHARMACEUTICALS INC	100,000	$15M	0.1%	ADD 33%
162	LPSNLIVEPERSON INC	278,427	$14M	0.1%	ADD 18%
163	JPMJPMORGAN CHASE & CO	148,168	$14M	0.1%	HOLD
164	RAMPLIVERAMP HLDGS INC	259,539	$13M	0.1%	NEW
165	CGNXCOGNEX CORP	203,015	$13M	0.1%	TRIM −75%
166	BKNGBOOKING HOLDINGS INC	7,705	$13M	0.1%	TRIM −35%
167	DXCMDEXCOM	31,665	$13M	0.1%	TRIM −35%
168	CORCENCORA INC	134,663	$13M	0.1%	TRIM −74%
169	SUPERNUS PHARMACEUTICALS	13,453,000	$12M	0.1%	HOLD
170	CREE INC	193,004	$12M	0.1%	TRIM −27%
171	ASNDASCENDIS PHARMA A/S	76,643	$12M	0.1%	ADD 48%
172	H WORLD GROUP LTD	10,000,000	$11M	0.1%	NEW
173	PROVIDENCE SVC CORP	119,276	$11M	0.1%	NEW
174	NBIXNEUROCRINE BIOSCIENCES INC	112,878	$11M	0.1%	ADD 26%
175	APTOFAPTOSE BIOSCIENCES INC COM	1,805,417	$11M	0.1%	ADD 41%
176	ACADACADIA PHARM	260,703	$11M	0.1%	TRIM −74%
177	UBERUBER TECHNOLOGIES INC	293,445	$11M	0.1%	TRIM −87%
178	COUPA SOFTWARE INC	38,506	$11M	0.1%	NEW
179	LIBERTY	289,903	$11M	0.1%	NEW
180	EBAYEBAY INC.	197,836	$10M	0.1%	TRIM −46%
181	ARQTARCUTIS BIOTHERAPEUTICS INC	350,000	$10M	0.1%	TRIM −22%
182	EXACT SCIENCES CORP	9,000,000	$10M	0.1%	NEW
183	MXLMAXLINEAR INC	416,095	$10M	0.1%	NEW
184	ON SEMICONDUCTOR CORP	7,000,000	$9M	0.1%	HOLD
185	DECIPHERA PHARMACEUTICALS IN	175,000	$9M	0.1%	ADD 17%
186	ZNTLZENTALIS PHARMACEUTICALS INC	270,000	$9M	0.1%	NEW
187	HUMANIGEN INC	825,000	$9M	0.1%	NEW
188	VECOVEECO INSTRS INC DEL	737,032	$9M	0.1%	TRIM −23%
189	MIRATI THERAPEUTICS INC	50,000	$8M	0.1%	TRIM −41%
190	AMGAFFILIATED MANAGERS GROUP	119,195	$8M	0.1%	TRIM −24%
191	BACBANK AMERICA CORP	338,101	$8M	0.1%	TRIM −45%
192	CNQCANADIAN NAT RES LTD	409,054	$8M	0.1%	TRIM −4%
193	EMREMERSON ELEC CO	117,267	$8M	0.1%	ADD 12%
194	TDTORONTO DOMINION BK ONT	135,974	$7M	0.1%	HOLD
195	CATALENT INC	86,345	$7M	0.1%	NEW
196	HCAHCA HEALTHCARE INC	58,062	$7M	0.1%	TRIM −34%
197	MKTXMARKETAXESS HLDGS INC	14,872	$7M	0.1%	ADD 112%
198	BELLUS HEALTH INC NEW	3,000,000	$7M	0.1%	ADD 300%
199	CRDFCARDIFF ONCOLOGY INC	472,908	$7M	0.0%	NEW
200	TWITTER INC CONV RATIO 17.5001	6,000,000	$7M	0.0%	NEW

showing the top 200 by weight

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