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Polar Capital Holdings Plc — 13F Holdings & Portfolio

CIK 1837309 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Polar Capital Holdings Plc manages $42.35B in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.58%), NVDA (6.53%), MSFT (5.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 43 new positions and exited 40; 136 existing positions rose in reported value and 46 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$42.35B

Long-equity book

Holdings
245

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+43 / −40 / ↑136 / ↓46

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.8% · +17%AMD4.7% · -16%MU4.0% · +19%SNDK3.2% · -44%LRCX2.9% · +23%STX2.7% · +5%INTC2.7% · -17%KLAC2.5% · +978%AVGO2.3% · -26%GLW2.2% · -8%GOOGL1.9% · +34%COHR1.8% · -21%GOOG1.7% · +36%PANW1.6% · newMETA1.5% · -10%WDC1.4% · -18%AAPL1.3% · +20%ANET1.2% · +14%CLS1.2% · +8%CRWD1.2% · newFLEX1.1% · -31%TTMI1.0% · -33%GEV1.0% · +6%FORM1.0% · -6%SNOW1.0% · -76%LITE0.9% · -46%AMZN0.9% · -14%ELVN0.9% · +27%VRT0.9% · -37%MSFT0.9% · +31%MRVL0.9% · +156%SIMO0.9% · newNET0.9% · +7%LLY0.9% · -10%RNR0.8% · -16%ACGL0.8% · -10%MTSI0.8% · -19%XENE0.8% · +4%TSEM0.8% · +598%BE0.7% · +13%HOOD0.7% · +89%TWLO0.7% · +550%AZN0.7% · newMDB0.7% · +108%FN0.6% · +11%CB0.6% · -10%MRSH0.6% · +7%JNJ0.6% · newCYTK0.5% · +36%AKAM0.5% · +22%RYTM0.5% · +3%CAT0.5% · +15%TEVA0.5% · +1%ARQT0.5% · +17%APH0.5% · +56%NOW0.5% · newASND0.5% · -85%ONTO0.4% · newBBIO0.4% · -18%ESNT0.4% · -7%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 25, 2026.

Assets Under Management
$43.26B
Discretionary
$43.26B
Employees
196
Accounts
34
Address
16 PALACE STREET
LONDON SW1E 5JD
United Kingdom
Phone
011 44 20 72272700
Website
Name Title / Status Ownership Type
AYUB, SAMIR ControlFINANCE DIRECTOR
since Dec 2019
Less than 5%Individual
BLACK, ALEXANDER, THOMAS ControlCHIEF INVESTMENT OFFICER
since Dec 2019
Less than 5%Individual
CANN, BOURA, KYM TOMLINSON ControlCHIEF LEGAL AND COMPLIANCE OFFICER
since Nov 2007
Less than 5%Individual
EVANS, IAIN, DAVID WORTHINGTON ControlCHIEF EXECUTIVE OFFICER
since Dec 2019
Less than 5%Individual
EVANS, NICHOLAS, JAMES ControlPARTNER
since Aug 2010
5–10%Individual
FARREN, NICHOLAS, FRANCIS ControlCHIEF OPERATING OFFICER
since Dec 2019
Less than 5%Individual
POLAR CAPITAL PARTNERS LIMITED ControlMEMBER
since Jan 2001
50–75%Foreign Entity
ROGOFF, BENJAMIN, CHARLTON ControlPARTNER
since Aug 2010
5–10%Individual
ZHAO, XUESONG ControlPARTNER
since Mar 2026
5–10%Individual
POLAR CAPITAL HOLDINGS PLC Control
Indirect owner via POLAR CAPITAL PARTNERS LIMITED
SHAREHOLDER
since Jan 2001
50–75%Foreign Entity
Ownership & leadership changes · 10 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 25, 2026 filing
  • No longer listedROCHUSSEN, GAVIN, MARK · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jul 2017
  • AddedZHAO, XUESONG · PARTNER · 5–10% · control person
  • ChangedEVANS, IAIN, DAVID WORTHINGTON · title GLOBAL HEAD OF DISTRIBUTION → CHIEF EXECUTIVE OFFICER
Jun 28, 2024 filing
  • ChangedEVANS, NICHOLAS, JAMES · ownership 10–25% → 5–10%
  • ChangedROGOFF, BENJAMIN, CHARLTON · ownership 10–25% → 5–10%
Jun 30, 2023 filing
  • AddedEVANS, NICHOLAS, JAMES · PARTNER · 10–25% · control person
  • AddedROGOFF, BENJAMIN, CHARLTON · PARTNER · 10–25% · control person
  • ChangedCANN, BOURA, KYM TOMLINSON · title CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER → CHIEF LEGAL AND COMPLIANCE OFFICER
Jun 27, 2023 filing
  • No longer listedMANSELL, JOHN, BRADBURY · DIRECTOR · Less than 5% · control person · listed since Dec 2019
  • ChangedPOLAR CAPITAL HOLDINGS PLC · indirect via POLAR CAPITAL PARTNERS LIMITED: ownership 75% or more → 50–75%
  • ChangedPOLAR CAPITAL PARTNERS LIMITED · ownership 75% or more → 50–75%
Jun 15, 2022 filing
  • ChangedMANSELL, JOHN, BRADBURY · title EXECUTIVE DIRECTOR → DIRECTOR
Mar 2, 2020 filing
  • AddedAYUB, SAMIR · FINANCE DIRECTOR · Less than 5% · control person
  • AddedBLACK, ALEXANDER, THOMAS · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedEVANS, IAIN, DAVID WORTHINGTON · GLOBAL HEAD OF DISTRIBUTION · Less than 5% · control person
  • AddedFARREN, NICHOLAS, FRANCIS · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedMANSELL, JOHN, BRADBURY · title CHIEF OPERATING OFFICER → EXECUTIVE DIRECTOR
Jul 18, 2017 filing
  • No longer listedWOOLLEY, TIMOTHY, JOHN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2005
  • AddedROCHUSSEN, GAVIN, MARK · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Feb 11, 2015 filing
  • ChangedPOLAR CAPITAL PARTNERS LIMITED · title OWNER → MEMBER
Jun 26, 2013 filing
  • ChangedWOOLLEY, TIMOTHY, JOHN · ownership 5–10% → Less than 5%
Feb 28, 2013 filing
  • ChangedWOOLLEY, TIMOTHY, JOHN · ownership 10–25% → 5–10%
Older changes (1 more filing)
Mar 30, 2012 filing (earliest on record)
  • ListedCANN, BOURA, KYM TOMLINSON · CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER · Less than 5% · control person
  • ListedMANSELL, JOHN, BRADBURY · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ListedPOLAR CAPITAL HOLDINGS PLC · SHAREHOLDER · 75% or more · indirect via POLAR CAPITAL PARTNERS LIMITED · control person
  • ListedPOLAR CAPITAL PARTNERS LIMITED · OWNER · 75% or more · control person
  • ListedWOOLLEY, TIMOTHY, JOHN · CHIEF EXECUTIVE OFFICER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 136 →

Top Trims

Show all 46 →

New Positions

Show all 43 →

Exited Positions

Show all 40 →

Polar Capital Holdings Plc Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC Call AAPL 037833100 $2.78B 6.58% 9,623,500 SH
2 NVIDIA CORPORATION NVDA 67066G104 $2.77B 6.53% 13,828,945 SH
3 MICROSOFT CORP Call MSFT 594918104 $2.29B 5.41% 6,140,000 SH
4 ALPHABET INC Call GOOGL 02079K305 $1.99B 4.69% 5,560,000 SH
5 ADVANCED MICRO DEVICES INC AMD 007903107 $1.65B 3.90% 2,843,290 SH
6 MICRON TECHNOLOGY INC MU 595112103 $1.41B 3.33% 1,220,456 SH
7 SANDISK CORP SNDK 80004C200 $1.12B 2.65% 492,817 SH
8 LAM RESEARCH CORP LRCX 512807306 $1.02B 2.41% 2,358,946 SH
9 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $949.9M 2.24% 984,377 SH
10 INTEL CORP INTC 458140100 $937.1M 2.21% 6,711,403 SH
11 KLA CORP KLAC 482480100 $882.7M 2.08% 2,925,707 SH
12 BROADCOM INC AVGO 11135F101 $805.3M 1.90% 2,131,702 SH
13 CORNING INC GLW 219350105 $781.4M 1.85% 3,059,046 SH
14 ALPHABET INC GOOGL 02079K305 $685.4M 1.62% 1,918,015 SH
15 COHERENT CORP COHR 19247G107 $617.5M 1.46% 1,565,267 SH
16 ALPHABET INC GOOG 02079K107 $611.0M 1.44% 1,729,332 SH
17 PALO ALTO NETWORKS INC PANW 697435105 $570.4M 1.35% 1,672,688 SH
18 META PLATFORMS INC META 30303M102 $529.0M 1.25% 939,176 SH
19 WESTERN DIGITAL CORP WDC 958102105 $506.7M 1.20% 793,276 SH
20 APPLE INC AAPL 037833100 $450.5M 1.06% 1,556,928 SH
21 ARISTA NETWORKS INC ANET 040413205 $430.0M 1.02% 2,531,117 SH
22 CELESTICA INC CLS 15101Q207 $418.3M 0.99% 1,146,659 SH
23 CROWDSTRIKE HLDGS INC CRWD 22788C105 $410.9M 0.97% 538,439 SH
24 FLEX LTD FLEX Y2573F102 $404.2M 0.95% 2,494,066 SH
25 TTM TECHNOLOGIES INC TTMI 87305R109 $367.7M 0.87% 1,965,915 SH
26 GE VERNOVA INC GEV 36828A101 $357.7M 0.84% 304,432 SH
27 FORMFACTOR INC FORM 346375108 $343.2M 0.81% 2,146,098 SH
28 SNOWFLAKE INC SNOW 833445109 $339.2M 0.80% 1,332,991 SH
29 LUMENTUM HLDGS INC LITE 55024U109 $334.9M 0.79% 390,287 SH
30 AMAZON COM INC AMZN 023135106 $332.1M 0.78% 1,393,535 SH
31 ENLIVEN THERAPEUTICS INC ELVN 29337E102 $326.4M 0.77% 6,430,636 SH
32 VERTIV HOLDINGS CO VRT 92537N108 $325.0M 0.77% 970,621 SH
33 MICROSOFT CORP MSFT 594918104 $322.2M 0.76% 863,720 SH
34 MARVELL TECHNOLOGY INC MRVL 573874104 $317.6M 0.75% 1,066,260 SH
35 SILICON MOTION TECHNOLOGY CO SIMO 82706C108 $310.5M 0.73% 931,375 SH
36 CLOUDFLARE INC NET 18915M107 $304.3M 0.72% 1,240,516 SH
37 ELI LILLY & CO LLY 532457108 $302.3M 0.71% 251,997 SH
38 RENAISSANCERE HLDGS LTD RNR G7496G103 $299.0M 0.71% 943,566 SH
39 ARCH CAP GROUP LTD ACGL G0450A105 $289.2M 0.68% 2,980,000 SH
40 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $285.5M 0.67% 750,517 SH
41 XENON PHARMACEUTICALS INC XENE 98420N105 $275.9M 0.65% 4,570,556 SH
42 TOWER SEMICONDUCTOR LTD TSEM M87915274 $264.6M 0.62% 1,015,166 SH
43 BLOOM ENERGY CORP BE 093712107 $260.7M 0.62% 861,299 SH
44 ROBINHOOD MKTS INC HOOD 770700102 $260.5M 0.62% 2,597,658 SH
45 TWILIO INC TWLO 90138F102 $248.6M 0.59% 1,204,982 SH
46 ASTRAZENECA PLC AZN G0593M107 $236.6M 0.56% 1,247,549 SH
47 MONGODB INC MDB 60937P106 $231.5M 0.55% 689,071 SH
48 FABRINET FN G3323L100 $228.5M 0.54% 406,470 SH
49 CHUBB LIMITED CB H1467J104 $228.4M 0.54% 670,383 SH
50 MARSH & MCLENNAN COS INC MRSH 571748102 $216.7M 0.51% 1,300,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $42.35B 245 0001172661-26-003663
2026-03-31 2026-05-15 $28.16B 242 0001172661-26-002147
2025-12-31 2026-02-17 $25.88B 264 0001172661-26-000823
2025-09-30 2025-11-14 $20.78B 254 0001172661-25-004921
Filer Information
Address
16 PALACE STREET
LONDON, X0 SW1E 5JD
Phone
02072272700
Filing Manager
Polar Capital Holdings Plc
London, X0
Signatory
Samir Ayub
Group Finance Director