Polar Capital Holdings Plc

Q3 2021 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2021
Date filed
11/15/2021
Form type
13F-HR
Num holdings
356
Total value ($000)
$24,473,451
Net value change ($000)
+1,444,747 (6.3%)
New positions
34
Sold out positions
25
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOW 143,133 147.8%
SE 120,793 370.8%
MSFT 106,815 11.6%
Biohaven Pharmaceutical Holding Co Ltd. 87,579 100.7%
TSLA 82,904 NEW
UBER 80,125 979.6%
BMY 80,122 320.7%
CRM 76,210 72.2%
PDD 68,771 NEW
NVST 68,686 286.7%
Top Reduces (Value $000, Stocks/ETFs)
BABA -173,009 -99.3%
ZM -157,205 -92.8%
Ferguson (Jersey) Ltd -116,247 -2.5%
PINS -100,896 -100.0%
AMAT -99,158 -35.1%
PYPL -98,798 -33.4%
PTON -96,619 -92.8%
AIY -94,675 -90.1%
DOCU -77,539 -49.1%
AVALARA, INC. -76,864 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,760,736 (7.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type