Polar Capital Holdings Plc Top Holdings and 13F Report (2025) About Polar Capital Holdings PlcInvestment ActivityPolar Capital Holdings Plc has $19.11 billion in total holdings as of June 30, 2025.Polar Capital Holdings Plc owns shares of 270 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 14.75% of the portfolio was purchased this quarter.About 17.31% of the portfolio was sold this quarter.This quarter, Polar Capital Holdings Plc has purchased 284 new stocks and bought additional shares in 97 stocks.Polar Capital Holdings Plc sold shares of 117 stocks and completely divested from 47 stocks this quarter.Largest Holdings NVIDIA $1,543,823,141Meta Platforms $1,015,001,440Broadcom $831,621,165Microsoft $698,656,796Advanced Micro Devices $449,502,306 Largest New Holdings this Quarter G7997R103 - Seagate Technology $157,971,927 Holding512807306 - LAM RESEARCH CORP $135,459,415 Holding925050106 - Verona Pharma PLC American Depositary Share $82,757,500 Holding75734B100 - REDDIT INC $63,759,770 Holding462222100 - Ionis Pharmaceuticals $39,510,000 Holding Largest Purchases this Quarter Vertiv 1,910,861 shares (about $245.37M)Advanced Micro Devices 1,415,179 shares (about $200.81M)Broadcom 645,026 shares (about $177.80M)Seagate Technology 1,094,519 shares (about $157.97M)Lumentum 1,481,692 shares (about $140.85M) Largest Sales this Quarter Alibaba Group 1,431,716 shares (about $162.37M)CyberArk Software 352,278 shares (about $143.33M)Meta Platforms 175,293 shares (about $129.38M)Corning 1,668,482 shares (about $87.75M)Intuitive Surgical 149,089 shares (about $81.02M) 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 PortfolioSectorNVDANVIDIA$1,543,823,141$29,467,821 ▲1.9%9,771,6518.1%Computer and TechnologyMETAMeta Platforms$1,015,001,440$129,382,010 ▼-11.3%1,375,1735.3%Computer and TechnologyAVGOBroadcom$831,621,165$177,801,417 ▲27.2%3,016,9464.4%Computer and TechnologyMSFTMicrosoft$698,656,796$87,117,513 ▲14.2%1,383,7283.7%Computer and TechnologyAMDAdvanced Micro Devices$449,502,306$200,813,900 ▲80.7%3,167,7402.4%Computer and TechnologyNETCloudflare$374,810,395$69,793,616 ▼-15.7%1,913,9582.0%Computer and TechnologyHOODRobinhood Markets$333,564,646$18,633,681 ▲5.9%3,562,5831.7%FinanceRNRRenaissanceRe$332,190,526$3,458,410 ▲1.1%1,367,6021.7%FinanceSPOTSpotify Technology$317,480,019$32,852,895 ▼-9.4%413,7411.7%Computer and TechnologyORCLOracle$316,673,530$121,175,021 ▲62.0%1,448,4451.7%Computer and TechnologyACGLArch Capital Group$308,659,500$16,032,357 ▲5.5%3,390,0001.6%FinanceVRTVertiv$301,023,473$245,373,661 ▲440.9%2,344,2371.6%Computer and TechnologyGE VERNOVA INC$259,344,352$40,492,675 ▲18.5%490,1151.4%COMMELIMercadoLibre$250,788,253$13,117,809 ▼-5.0%95,9541.3%Retail/WholesaleAMZNAmazon.com$226,888,311$33,639,946 ▼-12.9%1,034,1781.2%Retail/WholesaleCRDOCredo Technology Group$221,147,141$41,266,345 ▲22.9%2,388,4561.2%Computer and TechnologyCELESTICA INC$219,671,591$44,034,572 ▼-16.7%1,407,1591.1%COMCBChubb$217,290,000$869,160 ▲0.4%750,0001.1%FinanceMUMicron Technology$215,886,795$25,004,467 ▲13.1%1,751,6171.1%Computer and TechnologyWRBW.R. Berkley$214,899,7500.0%2,925,0001.1%FinanceNFLXNetflix$212,454,314$66,118,205 ▼-23.7%158,6511.1%Consumer DiscretionaryAAPLApple$210,468,799$59,070,412 ▼-21.9%1,036,6381.1%Computer and TechnologyAPHAmphenol$203,879,151$79,110,600 ▲63.4%2,064,5991.1%Computer and TechnologyKLACKLA$201,937,417$74,604,393 ▼-27.0%225,4421.1%Computer and TechnologyMMCMarsh & McLennan Companies$198,962,400$7,871,040 ▲4.1%910,0001.0%FinanceSNOWSnowflake$194,537,806$63,686,061 ▼-24.7%869,3651.0%Computer and TechnologyFNFabrinet$193,965,743$136,829,648 ▲239.5%658,2251.0%Computer and TechnologyFLEXFlex$187,152,776$47,822,611 ▲34.3%3,749,0541.0%Computer and TechnologySHOPShopify$186,083,889$22,990,639 ▲14.1%1,613,2111.0%Computer and TechnologyCOHRCoherent$183,254,647$5,016,189 ▲2.8%2,054,1941.0%Business ServicesCYBRCyberArk Software$172,283,571$143,334,873 ▼-45.4%423,4260.9%Computer and TechnologyGOOGAlphabet$171,071,368$57,335,109 ▼-25.1%964,3800.9%Computer and TechnologyGOOGLAlphabet$170,412,119$64,172,216 ▼-27.4%966,9870.9%Computer and TechnologyMKLMarkel Group$167,778,240$7,490,100 ▲4.7%84,0000.9%Multi-Sector ConglomeratesDOORDASH INC$166,528,351$62,906,147 ▲60.7%675,5440.9%CL AESNTEssent Group$162,452,750$1,518,250 ▲0.9%2,675,0000.9%FinanceSTXSeagate Technology$157,971,927$157,971,927 ▲New Holding1,094,5190.8%Computer and TechnologyLITELumentum$156,287,386$140,849,642 ▲912.4%1,644,0920.8%Computer and TechnologyPGRProgressive$148,099,828$15,414,634 ▼-9.4%554,9720.8%FinanceASNDAscendis Pharma A/S$144,600,310$53,985,310 ▲59.6%837,7770.8%MedicalTRVTravelers Companies$139,923,4200.0%523,0000.7%FinanceEGEverest Group$139,508,425$5,267,675 ▲3.9%410,5000.7%FinanceCRWDCrowdStrike$137,785,672$39,408,880 ▼-22.2%270,5340.7%Computer and TechnologyLAM RESEARCH CORP$135,459,415$135,459,415 ▲New Holding1,391,6110.7%COM NEWMTSIMACOM Technology Solutions$133,338,653$21,232,569 ▲18.9%930,5510.7%Computer and TechnologyAXONAxon Enterprise$130,989,215$52,762,132 ▼-28.7%158,2110.7%AerospaceRGAReinsurance Group of America$106,618,500$10,909,800 ▲11.4%537,5000.6%FinancePANWPalo Alto Networks$105,405,153$16,251,486 ▼-13.4%515,0760.6%Computer and TechnologyCIENCiena$104,470,256$4,029,576 ▲4.0%1,284,5230.5%Computer and TechnologyARISTA NETWORKS INC$103,458,634$66,517,767 ▼-39.1%1,011,2270.5%COM SHSRYANRyan Specialty$103,004,8500.0%1,515,0000.5%FinanceTWLOTwilio$98,522,469$41,938,420 ▼-29.9%792,2360.5%Computer and TechnologyUBERUber Technologies$95,789,617$73,922,336 ▲338.0%1,026,6840.5%Computer and TechnologyTSLATesla$95,356,767$11,215,304 ▼-10.5%300,1850.5%Auto/Tires/TrucksNUNU$94,786,019$11,432,670 ▲13.7%6,908,6020.5%FinanceCYTKCytokinetics$92,459,169$11,321,619 ▲14.0%2,798,4010.5%MedicalPALANTIR TECHNOLOGIES INC$90,904,310$6,107,409 ▼-6.3%666,8450.5%CL AGLWCorning$87,458,643$87,745,469 ▼-50.1%1,663,0280.5%Computer and TechnologyPSTGPure Storage$85,560,080$63,587,034 ▼-42.6%1,485,9340.4%Computer and TechnologyMRUSMerus$84,741,177$5,039,764 ▼-5.6%1,611,0490.4%MedicalXENEXenon Pharmaceuticals$84,611,913$2,510,792 ▲3.1%2,703,2560.4%MedicalSESEA$83,406,471$1,174,919 ▼-1.4%521,4860.4%Computer and TechnologyVRNAVerona Pharma PLC American Depositary Share$82,757,500$82,757,500 ▲New Holding875,0000.4%MedicalBABAAlibaba Group$80,716,732$162,370,911 ▼-66.8%711,7250.4%Retail/WholesaleNOWServiceNow$79,322,540$21,532,107 ▼-21.3%77,1560.4%Computer and TechnologyRYTMRhythm Pharmaceuticals$79,042,475$47,447,475 ▲150.2%1,250,8700.4%MedicalALNYAlnylam Pharmaceuticals$77,446,375$13,858,825 ▼-15.2%237,5000.4%MedicalTRUPTrupanion$71,955,000$2,767,500 ▼-3.7%1,300,0000.4%FinanceNVMINova$71,491,731$33,560,365 ▼-31.9%259,7810.4%Computer and TechnologyINSMInsmed$70,242,694$3,099,209 ▼-4.2%697,9600.4%MedicalARQTArcutis Biotherapeutics$70,190,780$23,834,000 ▼-25.3%5,006,4750.4%MedicalSLNOSoleno Therapeutics$68,490,150$26,600,150 ▲63.5%817,5000.4%MedicalMDGLMadrigal Pharmaceuticals$68,218,082$22,755,501 ▲50.1%225,4100.4%MedicalASTERA LABS INC$64,287,897$25,299,878 ▼-28.2%710,9920.3%COMREDDIT INC$63,759,770$63,759,770 ▲New Holding423,4560.3%CL AGMEDGlobus Medical$62,889,587$896,160 ▲1.4%1,065,5640.3%MedicalNUVLNuvalent$62,267,438$9,967,527 ▼-13.8%816,0870.3%MedicalELVNEnliven Therapeutics$61,188,898$13,741,100 ▲29.0%3,050,2940.3%MedicalPDDPDD$60,160,661$1,377,744 ▼-2.2%574,8200.3%Retail/WholesaleBROBrown & Brown$59,869,800$12,750,050 ▲27.1%540,0000.3%FinanceTCOMTrip.com Group$59,405,545$1,449,170 ▼-2.4%1,013,0550.3%Consumer DiscretionaryGRABGrab$56,930,466$10,672,810 ▲23.1%11,318,1840.3%Computer and TechnologyBRK.BBerkshire Hathaway$56,831,204$9,192,712 ▼-13.9%116,9920.3%FinanceVVisa$55,884,515$16,303,186 ▼-22.6%157,3990.3%Business ServicesLLYEli Lilly and Company$55,036,377$17,479,401 ▼-24.1%70,6020.3%MedicalEHCEncompass Health$54,675,689$54,398,668 ▲19,637.0%445,8590.3%MedicalHGTYHagerty$53,775,363$3,225,363 ▲6.4%5,319,0270.3%FinanceISRGIntuitive Surgical$53,370,470$81,016,454 ▼-60.3%98,2140.3%MedicalSRRKScholar Rock$53,130,000$38,373,001 ▼-41.9%1,500,0000.3%MedicalRNAAvidity Biosciences$50,278,991$524,860 ▼-1.0%1,770,3870.3%MedicalKASPI KZ JSC$49,896,135$32,371,274 ▲184.7%587,7740.3%SPONSORED ADSMIRMMirum Pharmaceuticals$49,617,750$10,178,000 ▼-17.0%975,0000.3%MedicalBSXBoston Scientific$48,791,744$1,810,503 ▼-3.6%454,2570.3%MedicalAFLAflac$48,511,6000.0%460,0000.3%FinanceNAMSNewAmsterdam Pharma$45,596,978$4,849,478 ▲11.9%2,517,7790.2%MedicalRBLXRoblox$43,155,880$4,330,558 ▼-9.1%410,2270.2%Consumer DiscretionaryVTEXVTEX$41,483,185$5,556,243 ▲15.5%6,285,3310.2%Computer and TechnologyFAFFirst American Financial$41,438,2500.0%675,0000.2%FinanceABTAbbott Laboratories$40,707,521$8,744,627 ▲27.4%299,2980.2%MedicalIONSIonis Pharmaceuticals$39,510,000$39,510,000 ▲New Holding1,000,0000.2%MedicalShowing largest 100 holdings. 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