Polar Capital Holdings Plc

CIK 0001837309 · Q2 2026

13F Equity AUM

$42.4B

+50.4% QoQ

Positions

242

+3 QoQ

AUM Rank

#201

Top 2%

Skill Alpha (FF)

+7.7%/yr^ns

No Clear Edge

Rank #503 · Top 6%

vs S&P +9.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 30.6%Top 10: 43.4%Top 20: 57.9%

AAPL7.6%

NVDA6.5%

GOOGL6.3%

MSFT6.2%

AMD3.9%

MU3.3%

SNDK2.6%

LRCX2.4%

STX2.2%

INTC2.2%

Others (232)56.6%

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

Sector Allocation

Technology61.5%

Healthcare12.7%

Communication Services9.6%

Financial Services8.7%

Industrials3.3%

Other4.2%

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

Position Sizing

Positions: 242Median: 0.12%Avg: 0.41%

0–0.5%

195(22.9%)

0.5–1%

28(20.1%)

1–3%

13(23.1%)

3–5%

2(7.2%)

5%+

4(26.6%)

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

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Portfolio Overlap

Shared: 0Unique: 242vs 20 funds

0%Low

242

Fund positions

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.

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Position Changes This Quarter

New42Increased87Decreased84Exited40

New Positions

PANW1.4%

+1.7M

CRWD1.0%

+538K

SIMO0.7%

+931K

AZN0.6%

+1.2M

JNJ0.5%

+784K

NOW0.4%

+1.7M

ASCENDIS PHARMA A/S0.4%

+617K

ONTO0.4%

+407K

AMGN0.3%

+369K

COGT0.3%

+3.2M

Increased

AAPL7.6%

+3.0M(+37%)

MSFT6.2%

+2.7M(+64%)

KLAC2.1%

+2.7M(+978%)

NVDA6.5%

+2.0M(+17%)

PHVS0.2%

+1.5M(+198%)

ELVN0.8%

+1.4M(+27%)

HOOD0.6%

+1.2M(+89%)

TWLO0.6%

+1.0M(+551%)

SNOW 0 10/01/290.0%

+1.0M(+20%)

ARQT0.4%

+940K(+17%)

Decreased

IMCR 2.5 02/01/300.0%

-3,000,000(-46%)

FLR 1.125 08/15/290.0%

-2,500,000(-38%)

GOOGL6.3%

-1,584,675(-17%)

INTC2.2%

-1,374,615(-17%)

FLEX0.9%

-1,116,495(-31%)

NEWAMSTERDAM PHARMA …0.1%

-1,107,089(-39%)

IVA0.0%

-1,057,924(-50%)

TTMI0.9%

-958,370(-33%)

AVGO1.9%

-741,560(-26%)

CGON0.0%

-660,978(-94%)

Exited

-798,395

-1,831,253

-1,441,167

-651,712

-192,546

-867,215

-245,436

-1,131,674

-462,067

-1,698,855

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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