Polar Capital Holdings Plc Top Holdings and 13F Report (2024) About Polar Capital Holdings PlcInvestment ActivityPolar Capital Holdings Plc has $20.96 billion in total holdings as of September 30, 2024.Polar Capital Holdings Plc owns shares of 287 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 32.86% of the portfolio was purchased this quarter.About 13.04% of the portfolio was sold this quarter.This quarter, Polar Capital Holdings Plc has purchased 270 new stocks and bought additional shares in 86 stocks.Polar Capital Holdings Plc sold shares of 113 stocks and completely divested from 39 stocks this quarter.Largest Holdings SMURFIT WESTROCK PLC $3,199,691,229NVIDIA $1,306,096,429Meta Platforms $827,100,238FERGUSON ENTERPRISES INC $725,264,659Microsoft $699,169,943 Largest New Holdings this Quarter SMURFIT WESTROCK PLC $3,199,691,229 HoldingFERGUSON ENTERPRISES INC $725,264,659 HoldingMACOM Technology Solutions $122,051,330 HoldingVaxcyte $113,787,666 HoldingCoherent $64,303,091 Holding Largest Purchases this Quarter SMURFIT WESTROCK PLC 527,770 shares (about $3.20B)FERGUSON ENTERPRISES INC 76,703 shares (about $725.26M)Broadcom 2,701,287 shares (about $465.97M)MACOM Technology Solutions 1,096,992 shares (about $122.05M)MercadoLibre 58,184 shares (about $119.39M) Largest Sales this Quarter CrowdStrike 754,230 shares (about $211.54M)Alphabet 872,409 shares (about $145.86M)Alphabet 868,178 shares (about $143.99M)QUALCOMM 786,228 shares (about $133.70M)Microsoft 248,626 shares (about $106.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolar Capital Holdings Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMURFIT WESTROCK PLC$3,199,691,229$3,199,691,229 ▲New Holding527,77015.3%SHSNVDANVIDIA$1,306,096,429$2,914,317 ▲0.2%10,755,0766.2%Computer and TechnologyMETAMeta Platforms$827,100,238$58,507,948 ▲7.6%1,444,8683.9%Computer and TechnologyFERGUSON ENTERPRISES INC$725,264,659$725,264,659 ▲New Holding76,7033.5%COMMON STOCK NEWMSFTMicrosoft$699,169,943$106,983,768 ▼-13.3%1,624,8433.3%Computer and TechnologyAVGOBroadcom$516,558,495$465,972,008 ▲921.1%2,994,5422.5%Computer and TechnologyAMDAdvanced Micro Devices$433,225,182$110,307,866 ▲34.2%2,640,3292.1%Computer and TechnologyRNRRenaissanceRe$334,590,554$21,114,814 ▲6.7%1,228,3061.6%FinanceACGLArch Capital Group$333,161,4100.0%2,977,8461.6%FinanceANETArista Networks$328,756,799$14,277,720 ▲4.5%856,5391.6%Computer and TechnologyAAPLApple$315,437,031$40,134,017 ▼-11.3%1,353,8071.5%Computer and TechnologyNETCloudflare$290,840,399$54,162,569 ▲22.9%3,595,5051.4%Computer and TechnologyKLACKLA$262,784,417$68,785,419 ▲35.5%339,3351.3%Computer and TechnologyGOOGAlphabet$255,829,624$145,858,061 ▼-36.3%1,530,1731.2%Computer and TechnologyCYBRCyberArk Software$253,156,847$12,161,303 ▼-4.6%868,1351.2%Computer and TechnologyGOOGLAlphabet$251,919,682$143,987,321 ▼-36.4%1,518,9611.2%Computer and TechnologyCBChubb$237,973,083$7,161,589 ▼-2.9%825,1781.1%FinanceAMZNAmazon.com$231,705,827$67,528,973 ▼-22.6%1,243,5241.1%Retail/WholesaleMELIMercadoLibre$228,106,133$119,391,240 ▲109.8%111,1651.1%Retail/WholesaleSPOTSpotify Technology$223,174,766$18,017,063 ▲8.8%605,5811.1%Business ServicesMMCMarsh & McLennan Companies$222,281,299$1,703,515 ▼-0.8%996,3751.1%FinanceMUMicron Technology$199,732,289$78,198,585 ▼-28.1%1,925,8731.0%Computer and TechnologyMPWRMonolithic Power Systems$190,288,911$25,151,023 ▲15.2%205,8290.9%Computer and TechnologyNOWServiceNow$182,679,157$9,812,353 ▲5.7%204,2500.9%Computer and TechnologyFSLRFirst Solar$168,065,189$52,383,897 ▲45.3%673,7700.8%Oils/EnergyWRBW. R. Berkley$165,935,250$56,162,700 ▲51.2%2,925,0000.8%FinancePGRProgressive$158,811,382$5,082,305 ▲3.3%625,8330.8%FinanceAPHAmphenol$157,899,296$63,539,341 ▼-28.7%2,423,2550.8%Computer and TechnologyESNTEssent Group$151,081,5000.0%2,350,0000.7%FinanceSHOPShopify$150,013,024$63,311,562 ▲73.0%1,871,8870.7%Computer and TechnologyAXONAxon Enterprise$141,069,989$5,705,888 ▲4.2%353,0280.7%AerospaceEGEverest Group$141,058,800$3,535,090 ▲2.6%360,0000.7%FinanceISRGIntuitive Surgical$140,706,115$22,511,957 ▼-13.8%286,4130.7%MedicalNFLXNetflix$137,862,938$31,619,257 ▲29.8%194,3730.7%Consumer DiscretionaryMKLMarkel Group$130,192,140$1,960,725 ▲1.5%83,0000.6%Multi-Sector ConglomeratesTERTeradyne$129,562,944$2,153,996 ▼-1.6%967,3930.6%Computer and TechnologyTSLATesla$127,095,668$3,110,257 ▼-2.4%485,7840.6%Auto/Tires/TrucksCYTKCytokinetics$123,438,322$6,167,990 ▼-4.8%2,337,8470.6%MedicalAMGNAmgen$123,064,243$39,042,830 ▼-24.1%381,9380.6%MedicalMTSIMACOM Technology Solutions$122,051,330$122,051,330 ▲New Holding1,096,9920.6%Computer and TechnologyTRVTravelers Companies$121,742,400$2,820,678 ▼-2.3%520,0000.6%FinanceTTDTrade Desk$119,476,285$18,876,796 ▲18.8%1,089,6150.6%Computer and TechnologyPSTGPure Storage$117,924,785$55,394,574 ▼-32.0%2,347,2290.6%Computer and TechnologyPCVXVaxcyte$113,787,666$113,787,666 ▲New Holding995,7790.5%MedicalRGAReinsurance Group of America$102,616,7700.0%471,0000.5%FinancePANWPalo Alto Networks$102,557,774$94,496,763 ▲1,172.3%300,0520.5%Computer and TechnologyRYANRyan Specialty$100,580,8500.0%1,515,0000.5%FinanceARM HOLDINGS PLC$98,179,082$6,851,323 ▲7.5%686,5190.5%SPONSORED ADSQCOMQUALCOMM$98,144,187$133,698,071 ▼-57.7%577,1490.5%Computer and TechnologyXENEXenon Pharmaceuticals$96,245,674$3,598,930 ▼-3.6%2,444,6450.5%MedicalCLDXCelldex Therapeutics$92,482,609$12,097,245 ▼-11.6%2,720,8770.4%MedicalMMYTMakeMyTrip$91,838,318$3,681,006 ▲4.2%988,0400.4%Computer and TechnologyLLYEli Lilly and Company$86,764,534$1,131,345 ▼-1.3%97,9350.4%MedicalDOORDASH INC$86,397,038$73,447,288 ▲567.2%605,3180.4%CL AALNYAlnylam Pharmaceuticals$85,259,300$6,875,750 ▲8.8%310,0000.4%MedicalFNFabrinet$82,428,895$5,754,240 ▼-6.5%348,6250.4%Computer and TechnologyORCLOracle$82,344,948$56,714,402 ▲221.3%483,2450.4%Computer and TechnologyVRTXVertex Pharmaceuticals$81,389,0000.0%175,0000.4%MedicalBPMCBlueprint Medicines$81,122,963$185,463 ▲0.2%877,0050.4%MedicalRYTMRhythm Pharmaceuticals$78,585,0000.0%1,500,0000.4%MedicalVRNSVaronis Systems$76,259,632$6,973,117 ▼-8.4%1,349,7280.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$75,473,776$64,373,733 ▼-46.0%71,7950.4%MedicalPDDPDD$71,435,145$3,842,894 ▲5.7%529,8950.3%Multi-Sector ConglomeratesUNHUnitedHealth Group$71,285,940$4,130,180 ▼-5.5%121,9230.3%MedicalRNAAvidity Biosciences$70,829,847$19,659,188 ▲38.4%1,542,1260.3%MedicalHCAHCA Healthcare$67,174,344$140,218 ▲0.2%165,2790.3%MedicalMNDYmonday.com$66,677,300$47,690,887 ▲251.2%240,0450.3%Computer and TechnologyCOHRCoherent$64,303,091$64,303,091 ▲New Holding723,2380.3%Business ServicesARQTArcutis Biotherapeutics$64,024,660$49,290 ▲0.1%6,884,3720.3%MedicalAVADEL PHARMACEUTICALS PLC$63,398,277$22,641,565 ▼-26.3%4,834,0280.3%COM SHSMRUSMerus$63,301,9180.0%1,267,0520.3%MedicalGLOBGlobant$62,645,329$9,600,279 ▲18.1%316,1670.3%Computer and TechnologyCIENCiena$62,522,842$62,522,842 ▲New Holding1,015,1460.3%Computer and TechnologyPIImpinj$61,965,642$61,965,642 ▲New Holding286,1890.3%Computer and TechnologySUPNSupernus Pharmaceuticals$60,424,657$80,444 ▼-0.1%1,937,9300.3%MedicalSESEA$58,516,956$4,854,383 ▲9.0%620,6720.3%Computer and TechnologyMDBMongoDB$57,888,694$37,764,921 ▲187.7%214,1250.3%Computer and TechnologyVVisa$57,828,034$4,582,592 ▼-7.3%210,3220.3%Business ServicesHUBSHubSpot$57,588,760$420,496 ▲0.7%108,3310.3%Computer and TechnologyAPPLOVIN CORP$55,399,284$55,399,284 ▲New Holding424,3530.3%COM CL ATRUPTrupanion$54,574,000$2,623,750 ▼-4.6%1,300,0000.3%FinanceESTCElastic$53,127,131$18,671,793 ▼-26.0%692,1200.3%Computer and TechnologyJPMJPMorgan Chase & Co.$52,702,981$3,787,678 ▲7.7%249,9430.3%FinanceNUNU$52,047,559$4,574,989 ▼-8.1%3,813,0080.2%FinanceAFLAflac$51,428,000$2,795,000 ▼-5.2%460,0000.2%FinanceNTNXNutanix$51,284,726$19,686,701 ▲62.3%865,5650.2%Computer and TechnologyHGTYHagerty$50,850,0000.0%5,000,0000.2%Retail/WholesaleBRK.BBerkshire Hathaway$50,530,104$5,385,962 ▼-9.6%109,7860.2%FinanceINSMInsmed$49,640,000$31,025,000 ▲166.7%680,0000.2%MedicalSWTXSpringWorks Therapeutics$48,060,000$16,020,000 ▲50.0%1,500,0000.2%MedicalETNEaton$47,611,687$28,269,843 ▲146.2%143,6510.2%Industrial ProductsBSXBoston Scientific$45,786,309$5,381,887 ▼-10.5%546,3760.2%MedicalABBVAbbVie$45,710,893$17,836,591 ▼-28.1%231,4710.2%MedicalICEIntercontinental Exchange$44,735,188$505,534 ▲1.1%278,4810.2%FinanceFAFFirst American Financial$44,556,7500.0%675,0000.2%FinanceAGIOAgios Pharmaceuticals$44,520,459$44,520,459 ▲New Holding1,002,0360.2%MedicalITGRInteger$44,427,110$2,888,860 ▼-6.1%341,7470.2%MedicalIOTSamsara$44,323,091$44,323,091 ▲New Holding921,0950.2%Computer and TechnologyTCOMTrip.com Group$43,812,450$43,812,450 ▲New Holding737,2110.2%Consumer DiscretionaryMAMastercard$43,765,988$15,550,256 ▼-26.2%88,6310.2%Business ServicesShowing largest 100 holdings. 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