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Polar Capital LLP

13F
Polar Capital LLP
Last update 2020-11-19 278 Stocks (49 new)
Value $13.25 Bil Turnover 20 %
Countries:

Polar Capital LLP Profile

Polar Capital is an investment management company based out of London. The company was established in 2001 and operates as a “specialist investment management company offering professional and institutional investors a range of fundamentally research-driven funds diversified by asset class, geographical and sectoral specializations.” Polar Capital conducts its business as a subsidiary of its holding company Polar Capital Holdings PLC, which was listed in London on the Alternative Investment Market in 2007. The company has grown from its inception to now have locations in Tokyo, Connecticut, Jersey, and Geneva. Polar Capital now has 11 investment teams that manage 24 funds, employing over a hundred people of which approximately half are investment professionals. The company invests most heavily in the information technology sector, which alone makes up over a third of its total asset allocations, and also invests in the health care, finance, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. Polar Capital currently holds over $12.8 billion in total assets under management spread across 29 accounts, all of which are discretionary. Both of the company’s total number of accounts held and total assets under management have been increasing in recent years with its total assets under management growing significantly from $1.5 billion back in 2010 to well over 8 times that amount today. Polar Capital mainly caters to pooled investment vehicles, which alone makes up over three quarters of its client base, and also provides its services to corporations and other businesses. The company’s key corporate investors are Caledonia Investments plc and XL Group plc. Polar Capital currently offers a wide variety of funds under the Polar Capital family of funds including its Asian Financials, Biotechnology, Emerging Markets Income, European Income, Financial Opportunities, Global Alpha, Healthcare Blue Chip, UK Absolute Equity, and Global Alpha funds, among many others.
Polar Capital LLP Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
3,517,102
739,752.0
+4.66%
5.490
+0.24%
0.050
+39.34%
+18.54%
3,699,325.7
Software
AAPL
Apple Inc
5,978,225
692,338.0
-0.22%
5.140
-0.01%
0.040
+15.85%
-15.96%
3,135,776.7
Hardware
META
Meta Platforms Inc
2,157,948
565,167.0
+39.28%
4.200
+1.18%
0.080
+39.25%
+22.89%
1,806,167.0
Interactive Media
BABA
Alibaba Group Holding Ltd
1,505,469
442,578.0
+10.08%
3.290
+0.30%
0.060
+1.97%
+27.45%
253,557.0
Retail - Cyclical
AMZN
Amazon.com Inc
2,578,980
406,026.0
+1.73%
3.010
+0.05%
0.030
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
GOOG
Alphabet Inc
4,203,140
308,847.0
-2.85%
2.290
-0.08%
0.030
+19.12%
-6.54%
2,147,949.9
Interactive Media
AMD
Advanced Micro Devices Inc
3,683,927
302,045.0
-22.45%
2.240
-0.49%
0.230
+61.17%
+11.60%
218,565.3
Semiconductors
ADBE
Adobe Inc
598,883
293,710.0
+30.76%
2.180
+0.51%
0.130
+10.63%
-15.24%
159,893.7
Software
NVDA
NVIDIA Corp
20,113,640
272,148.0
-1.18%
2.020
-0.02%
0.020
+62.08%
+17.85%
3,859,087.0
Semiconductors
PYPL
PayPal Holdings Inc
1,264,577
249,160.0
-16.22%
1.850
-0.37%
0.110
+30.16%
-10.74%
74,087.5
Credit Services

Polar Capital LLP's Historical Top Holdings Breakdowns

Polar Capital LLP Total Holding History ($B)

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Polar Capital LLP's Asset Allocation

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Polar Capital LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Polar Capital LLP's Hypothetical Growth since 2020-09-30

Polar Capital LLP's Yearly Returns

Year Portfolio % % Excess Gain %

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