Polar Capital Holdings Plc

Q3 2023 13F-HR/A Holdings

Location
London, X0
Holdings as of
9/30/2023
Date filed
11/22/2023
Form type
13F-HR/A - RESTATEMENT
Num holdings
279
Total value ($000)
$13,493,817
Net value change ($000)
-6,331,777 (-31.9%)
New positions
27
Sold out positions
25
Turnover %
5.1%
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 2023
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)
ADBE 70,444 NEW
ZS 61,681 NEW
GOOGL 48,643 15.7%
GOOGL 46,102 14.0%
PDD 44,553 15416.3%
DDOG 43,107 189.5%
META 39,705 11.4%
AXON 39,612 299.8%
TSLA 38,782 40.7%
CRH 35,915 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -150,034 -21.7%
Seagen Inc. -94,113 -100.0%
INSP -85,555 -99.4%
MELI -61,371 -64.2%
MSFT -60,568 -7.3%
Revance Therapeutics, Inc. -57,769 -54.8%
BABA -57,241 -94.9%
MPWR -54,549 -30.2%
SNY -53,900 -100.0%
ALKERMES PLC -51,517 -57.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11,254 (0.1% 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