Polar Capital Holdings Plc

CIK 0001837309 · Q1 2026

13F Equity AUM

$28.2B

+8.8% QoQ

Positions

239

-21 QoQ

AUM Rank

#326

Top 3%

Skill Alpha (FF)

+5.5%/yr^ns

No Clear Edge

Rank #582 · Top 7%

vs S&P +3.0%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 32.7%Top 10: 42.7%Top 20: 56.0%

GOOGL9.3%

AAPL7.3%

NVDA7.3%

MSFT5.6%

AVGO3.2%

AMD2.5%

META2.1%

SNDK2.0%

LITE1.8%

COHR1.7%

Others (229)57.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology52.1%

Healthcare14.0%

Communication Services13.3%

Financial Services12.1%

Industrials3.4%

Consumer Cyclical2.6%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 239Median: 0.12%Avg: 0.42%

0–0.5%

191(22.6%)

0.5–1%

24(17.1%)

1–3%

19(27.7%)

3–5%

1(3.2%)

5%+

4(29.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 239Unique: 0vs 20 funds

3.3%Low

239

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

5.9%

STATE STREET CORP

6.7%

MORGAN STANLEY

4.3%

BANK OF AMERICA CORP /DE/

4.7%

JPMORGAN CHASE & CO

4.5%

FMR LLC

7.5%

GEODE CAPITAL MANAGEMENT, LLC

6.3%

VANGUARD CAPITAL MANAGEMENT LLC

6.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New29Increased106Decreased86Exited50

New Positions

FMF0.8%

+2.3M

MTSI0.7%

+931K

AKAM0.5%

+1.3M

SPOT0.4%

+245K

AXGN0.2%

+1.5M

RDN0.2%

+1.5M

MBX0.2%

+1.6M

SKWD0.2%

+1.0M

BIOA0.1%

+1.1M

PLAB0.1%

+513K

Increased

INTC1.3%

+5.3M(+195%)

GOOGL9.3%

+3.5M(+63%)

NVDA7.3%

+2.1M(+22%)

XENE0.9%

+1.9M(+79%)

NU0.4%

+1.8M(+28%)

ELVN0.7%

+1.6M(+44%)

ZBIO0.2%

+1.5M(+141%)

YB4P0.2%

+1.2M(+15%)

BBIO0.7%

+1.2M(+94%)

GLW1.6%

+1.0M(+46%)

Decreased

IMCR 2.5 02/01/300.0%

-4,500,000(-41%)

TSHA0.1%

-2,277,063(-29%)

COGT 1.625 11/15/310.0%

-1,800,000(-33%)

ASND 2.25 04/01/280.0%

-1,500,000(-30%)

ETSY 0.25 06/15/280.0%

-1,500,000(-33%)

CSCO0.1%

-1,378,505(-83%)

ROIV0.2%

-1,111,816(-41%)

LRCX1.4%

-960,457(-33%)

RVMD0.4%

-879,861(-44%)

CYTK0.4%

-794,364(-32%)

Exited

-241,533

-1,100,727

-402,108

-684,453

-3,706,510

-182,246

-14,388,355

-118,287

-519,857

-148,299

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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