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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Polar Capital Holdings Plc

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004785

Total Value
$20.96B
Positions
289
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1SMURFIT WESTROCK PLCSW527,770$3.20B15.26%
2NVIDIA CORPORATIONNVDA10,755,076$1.31B6.23%
3META PLATFORMS INCMETA1,444,868$827.1M3.95%
4FERGUSON ENTERPRISES INCFERG76,703$725.3M3.46%
5MICROSOFT CORPMSFT1,605,143$690.7M3.29%
6BROADCOM INCAVGO2,994,542$516.6M2.46%
7ADVANCED MICRO DEVICES INCAMD2,640,329$433.2M2.07%
8RENAISSANCERE HLDGS LTDRNR-PG1,228,306$334.6M1.60%
9ARCH CAP GROUP LTDG0450A1052,977,846$333.2M1.59%
10ARISTA NETWORKS INCANET856,539$328.8M1.57%
11APPLE INCAAPL1,306,755$304.5M1.45%
12CLOUDFLARE INCNET3,595,505$290.8M1.39%
13KLA CORPKLAC339,335$262.8M1.25%
14ALPHABET INCGOOG1,530,173$255.8M1.22%
15CYBERARK SOFTWARE LTDM2682V108868,135$253.2M1.21%
16ALPHABET INCGOOG1,518,961$251.9M1.20%
17CHUBB LIMITEDCB825,178$238.0M1.14%
18AMAZON COM INCAMZN1,243,524$231.7M1.11%
19MERCADOLIBRE INCMELI111,165$228.1M1.09%
20SPOTIFY TECHNOLOGY S ASPOT605,581$223.2M1.06%
21MARSH & MCLENNAN COS INC571748102996,375$222.3M1.06%
22MICRON TECHNOLOGY INCMU1,925,873$199.7M0.95%
23MONOLITHIC PWR SYS INC609839105205,829$190.3M0.91%
24SERVICENOW INCNOW204,250$182.7M0.87%
25FIRST SOLAR INCFSLR673,770$168.1M0.80%
26BERKLEY W R CORPWRB-PH2,925,000$165.9M0.79%
27PROGRESSIVE CORP743315103625,833$158.8M0.76%
28AMPHENOL CORP NEW0320951012,423,255$157.9M0.75%
29ESSENT GROUP LTDESNT2,350,000$151.1M0.72%
30SHOPIFY INCSHOP1,871,887$150.0M0.72%
31AXON ENTERPRISE INCAXON353,028$141.1M0.67%
32EVEREST GROUP LTDEG360,000$141.1M0.67%
33INTUITIVE SURGICAL INCISRG286,413$140.7M0.67%
34NETFLIX INCNFLX194,373$137.9M0.66%
35MARKEL GROUP INCMKL83,000$130.2M0.62%
36TERADYNE INCTER967,393$129.6M0.62%
37TESLA INCTSLA485,784$127.1M0.61%
38CYTOKINETICS INCCYTK2,337,847$123.4M0.59%
39AMGEN INCAMGN381,938$123.1M0.59%
40MACOM TECH SOLUTIONS HLDGS I55405Y1001,096,992$122.1M0.58%
41TRAVELERS COMPANIES INCTRV520,000$121.7M0.58%
42THE TRADE DESK INC88339J1051,089,615$119.5M0.57%
43PURE STORAGE INC74624M1022,347,229$117.9M0.56%
44VAXCYTE INCPCVX995,779$113.8M0.54%
45REINSURANCE GRP OF AMERICA I759351604471,000$102.6M0.49%
46PALO ALTO NETWORKS INCPANW300,052$102.6M0.49%
47RYAN SPECIALTY HOLDINGS INCRYAN1,515,000$100.6M0.48%
48ARM HOLDINGS PLC042068205686,519$98.2M0.47%
49QUALCOMM INCQCOM577,149$98.1M0.47%
50XENON PHARMACEUTICALS INCXENE2,444,645$96.2M0.46%
51CELLDEX THERAPEUTICS INC NEWCLDX2,720,877$92.5M0.44%
52MAKEMYTRIP LIMITED MAURITIUSMMYT988,040$91.8M0.44%
53ELI LILLY & COLLY97,935$86.8M0.41%
54DOORDASH INCDASH605,318$86.4M0.41%
55ALNYLAM PHARMACEUTICALS INCALNY310,000$85.3M0.41%
56FABRINETFN348,625$82.4M0.39%
57ORACLE CORPORCL-PD483,245$82.3M0.39%
58VERTEX PHARMACEUTICALS INCVRTX175,000$81.4M0.39%
59BLUEPRINT MEDICINES CORP09627Y109877,005$81.1M0.39%
60RHYTHM PHARMACEUTICALS INCRYTM1,500,000$78.6M0.37%
61VARONIS SYS INCVRNS1,349,728$76.3M0.36%
62REGENERON PHARMACEUTICALSREGN71,795$75.5M0.36%
63PDD HOLDINGS INCPDD529,895$71.4M0.34%
64UNITEDHEALTH GROUP INCUNH121,923$71.3M0.34%
65AVIDITY BIOSCIENCES INC05370A1081,542,126$70.8M0.34%
66HCA HEALTHCARE INCHCA165,279$67.2M0.32%
67MONDAY COM LTDMNDY240,045$66.7M0.32%
68COHERENT CORPCOHR723,238$64.3M0.31%
69ARCUTIS BIOTHERAPEUTICS INCARQT6,884,372$64.0M0.31%
70AVADEL PHARMACEUTICALS PLCG296871034,834,028$63.4M0.30%
71MERUS N VN5749R1001,267,052$63.3M0.30%
72GLOBANT S AGLOB316,167$62.6M0.30%
73CIENA CORPCIEN1,015,146$62.5M0.30%
74IMPINJ INCPI286,189$62.0M0.30%
75SUPERNUS PHARMACEUTICALS INCSUPN1,937,930$60.4M0.29%
76SEA LTDSE620,672$58.5M0.28%
77MONGODB INCMDB214,125$57.9M0.28%
78VISA INCV210,322$57.8M0.28%
79HUBSPOT INCHUBS108,331$57.6M0.27%
80APPLOVIN CORPAPP424,353$55.4M0.26%
81TRUPANION INCTRUP1,300,000$54.6M0.26%
82ELASTIC N VESTC692,120$53.1M0.25%
83JPMORGAN CHASE & CO.VYLD249,943$52.7M0.25%
84NU HLDGS LTDNU3,813,008$52.0M0.25%
85AFLAC INCAFL460,000$51.4M0.25%
86NUTANIX INCNTNX865,565$51.3M0.24%
87HAGERTY INCHGTY5,000,000$50.9M0.24%
88BERKSHIRE HATHAWAY INC DELBRK-A109,786$50.5M0.24%
89INSMED INCINSM680,000$49.6M0.24%
90SPRINGWORKS THERAPEUTICS INC85205L1071,500,000$48.1M0.23%
91EATON CORP PLCETN143,651$47.6M0.23%
92BOSTON SCIENTIFIC CORPBSX546,376$45.8M0.22%
93ABBVIE INCABBV231,471$45.7M0.22%
94INTERCONTINENTAL EXCHANGE IN45866F104278,481$44.7M0.21%
95FIRST AMERN FINL CORP31847R102675,000$44.6M0.21%
96AGIOS PHARMACEUTICALS INCAGIO1,002,036$44.5M0.21%
97INTEGER HLDGS CORPITGR341,747$44.4M0.21%
98SAMSARA INCIOT921,095$44.3M0.21%
99TRIP COM GROUP LTDTRPCF737,211$43.8M0.21%
100MASTERCARD INCORPORATEDMA88,631$43.8M0.21%
101BROWN & BROWN INCBRO412,500$42.7M0.20%
102BBB FOODS INCTBBB1,392,191$41.8M0.20%
103MERIT MED SYS INC589889104412,765$40.8M0.19%
104ROIVANT SCIENCES LTDROIV3,500,000$40.4M0.19%
105RLI CORPRLI260,000$40.3M0.19%
106FIDELITY NATL INFORMATION SV31620M106454,631$38.1M0.18%
107CADENCE DESIGN SYSTEM INCCDNS139,879$37.9M0.18%
108NUVALENT INCNUVL362,500$37.1M0.18%
109LONGBOARD PHARMACEUTICALS IN54300N1031,102,740$36.8M0.18%
110CG ONCOLOGY INCCGON967,055$36.5M0.17%
111KE HLDGS INCBEKE1,745,725$34.8M0.17%
112ASCENDIS PHARMA A/SASND225,000$33.6M0.16%
113INTERACTIVE BROKERS GROUP IN45841N107232,638$32.4M0.15%
114VTEXVTEX4,292,617$31.9M0.15%
115APELLIS PHARMACEUTICALS INCAPLS1,082,000$31.2M0.15%
116CRH PLCCRH324,215$30.1M0.14%
117INSULET CORPPODD127,204$29.6M0.14%
118S&P GLOBAL INCSPGI55,461$28.7M0.14%
119WALMART INCWMT330,570$26.7M0.13%
120MIRUM PHARMACEUTICALS INCMIRM675,000$26.3M0.13%
121MCKESSON CORPMCK52,254$25.8M0.12%
122MOONLAKE IMMUNOTHERAPEUTICSMLTX500,000$25.2M0.12%
123US FOODS HLDG CORPUSFD408,937$25.1M0.12%
124NEWAMSTERDAM PHARMA COMPANYNAMSW1,505,000$25.0M0.12%
125ICON PLCICLR84,957$24.4M0.12%
126ACADIA HEALTHCARE COMPANY INACHC384,579$24.4M0.12%
127LINDE PLCLIN51,055$24.3M0.12%
128LEGEND BIOTECH CORPLEGN496,238$24.2M0.12%
129Y-MABS THERAPEUTICS INC9842411091,831,000$24.1M0.11%
130DATADOG INCDDOG206,870$23.8M0.11%
131ESTABLISHMENT LABS HLDGS INCESTA546,519$23.6M0.11%
132SCHOLAR ROCK HLDG CORPSRRK2,940,672$23.6M0.11%
133ELEVANCE HEALTH INCELV44,012$22.9M0.11%
134BICYCLE THERAPEUTICS PLCBCYC1,002,780$22.7M0.11%
135PLIANT THERAPEUTICS INCPLRX2,015,000$22.6M0.11%
136NVENT ELECTRIC PLCNVT317,924$22.3M0.11%
137UBER TECHNOLOGIES INCUBER20,000,000$22.2M0.11%
138APTARGROUP INCATR137,207$22.0M0.10%
139BRUKER CORPBRKRP317,501$21.9M0.10%
140FISERV INCFISV119,632$21.5M0.10%
141MADRIGAL PHARMACEUTICALS INCMDGL100,475$21.3M0.10%
142CRITEO S ACRTO516,495$20.8M0.10%
143IDEAYA BIOSCIENCES INCIDYA655,000$20.8M0.10%
144CENOVUS ENERGY INCCVE1,017,617$20.5M0.10%
145ANALOG DEVICES INCADI89,167$20.5M0.10%
146COMMVAULT SYS INCCVLT128,481$19.8M0.09%
147CENTENE CORP DELCNC261,504$19.7M0.09%
148AMDOCS LTDDOX222,900$19.5M0.09%
149ALCON AGALC215,663$19.0M0.09%
150BOOKING HOLDINGS INCBKNG4,466$18.8M0.09%
151SS&C TECHNOLOGIES HLDGS INCSSNC248,227$18.4M0.09%
152SILENCE THERAPEUTICS PLCSLNCF1,000,000$18.2M0.09%
153MARVELL TECHNOLOGY INCMRVL251,000$18.1M0.09%
154UNION PAC CORPUNP72,510$17.9M0.09%
155PENUMBRA INCPEN90,836$17.7M0.08%
156AVANTOR INCAVTR678,663$17.6M0.08%
157NUTANIX INCNTNX14,360,000$17.2M0.08%
158MKS INSTRS INCMKSI156,477$17.0M0.08%
159HYATT HOTELS CORPH109,751$16.7M0.08%
160ENLIVEN THERAPEUTICS INCELVN650,000$16.6M0.08%
161T-MOBILE US INCTMUSZ78,168$16.1M0.08%
162LOWES COS INC54866110758,845$15.9M0.08%
163PROTAGONIST THERAPEUTICS INCPTGX350,000$15.8M0.08%
164AFFILIATED MANAGERS GROUP INMGRE88,532$15.7M0.08%
165IMMUNOCORE HLDGS PLCIMCR501,755$15.6M0.07%
166OPEN TEXT CORPOTEX377,405$15.2M0.07%
167LITTELFUSE INCLFUS55,545$14.7M0.07%
168NASDAQ INCNDAQ201,502$14.7M0.07%
169SPYRE THERAPEUTICS INCSYRE500,000$14.7M0.07%
170ASCENDIS PHARMA A/SASND12,750,000$14.7M0.07%
171AXIS CAP HLDGS LTDG0692U109182,927$14.6M0.07%
172VERTIV HOLDINGS COVRT145,800$14.5M0.07%
173CANADIAN NAT RES LTD136385101360,272$14.4M0.07%
174ROBLOX CORPRBLX323,128$14.3M0.07%
175LIBERTY MEDIA CORP DELFWONB180,495$14.0M0.07%
176UBER TECHNOLOGIES INCUBER177,370$13.3M0.06%
177AIR TRANS SVCS GROUP INC00922RAD714,240,000$13.3M0.06%
178PALANTIR TECHNOLOGIES INCPLTR356,433$13.3M0.06%
179STEVANATO GROUP S P ASTVN657,190$13.1M0.06%
180BIOCERES CROP SOLUTIONS CORPBIOX1,648,852$13.0M0.06%
181BRIDGEBIO PHARMA INCBBIO12,500,000$12.9M0.06%
182WELLS FARGO CO NEW949746101222,334$12.6M0.06%
183UNITED RENTALS INCURI15,314$12.4M0.06%
184QIAGEN NVQGEN240,484$12.4M0.06%
185ECOLAB INCECL48,298$12.3M0.06%
186ARES MANAGEMENT CORPORATIONARES-PB78,986$12.3M0.06%
187NOVA LTDNVMI58,611$12.2M0.06%
188ALLSTATE CORPALL-PJ64,040$12.1M0.06%
189GLOBE LIFE INCGL-PD113,556$12.0M0.06%
190LUMENTUM HLDGS INCLITE187,000$11.9M0.06%
191GE VERNOVA INCGEV46,000$11.7M0.06%
192DEXCOM INCDXCM167,500$11.2M0.05%
193KLAVIYO INCKVYO316,745$11.2M0.05%
194APPLE INCAAPL47,052$11.0M0.05%
195JASPER THERAPEUTICS INCJSPRW581,538$10.9M0.05%
196DUPONT DE NEMOURS INCDD121,952$10.9M0.05%
197GE HEALTHCARE TECHNOLOGIES IGEHC115,102$10.8M0.05%
198KKR & CO INCKKRT82,380$10.8M0.05%
199SITIME CORPSITM62,171$10.7M0.05%
200GOLDMAN SACHS GROUP INCGSCE21,066$10.4M0.05%
201BLOCK INCBSQKZ154,924$10.4M0.05%
202LIVE NATION ENTERTAINMENT INLYV9,500,000$10.3M0.05%
203CENTESSA PHARMACEUTICALS PLCCNTA640,000$10.2M0.05%
204ON SEMICONDUCTOR CORPON136,100$9.9M0.05%
205TECK RESOURCES LTDTCKRF185,130$9.7M0.05%
206SYNDAX PHARMACEUTICALS INCSNDX500,000$9.6M0.05%
207CREDO TECHNOLOGY GROUP HOLDICRDO301,000$9.3M0.04%
208RXSIGHT INCRXST184,907$9.1M0.04%
2094D MOLECULAR THERAPEUTICS INFDMT838,492$9.1M0.04%
210CELESTICA INCCLS174,288$8.9M0.04%
211SCHLUMBERGER LTDSLB208,189$8.7M0.04%
212BLOOM ENERGY CORPBE9,500,000$8.7M0.04%
213BLACKSTONE INCBX56,460$8.6M0.04%
214IMPINJ INCPI4,300,000$8.6M0.04%
215COCA-COLA EUROPACIFIC PARTNECCEP109,051$8.6M0.04%
216MICROSOFT CORPMSFT19,700$8.5M0.04%
217CITIGROUP INCC-PR134,384$8.4M0.04%
218AMERICAN EXPRESS COAXP30,843$8.4M0.04%
219AKAMAI TECHNOLOGIES INCAKAM7,500,000$8.4M0.04%
220CANNAE HLDGS INCCNNE436,418$8.3M0.04%
221MARRIOTT INTL INC NEW57190320233,375$8.3M0.04%
222GLOBAL E ONLINE LTDGLBE213,793$8.2M0.04%
223CORE & MAIN INCCNM184,196$8.2M0.04%
224SYNOPSYS INCSNPS15,622$7.9M0.04%
225SAREPTA THERAPEUTICS INCSRPT6,600,000$7.5M0.04%
226LENNOX INTL INC52610710712,150$7.3M0.04%
227LI AUTO INCLAAOF6,000,000$7.1M0.03%
228LIVANOVA PLCLIVN125,764$6.6M0.03%
229TANDEM DIABETES CARE INCTNDM153,952$6.5M0.03%
230NXP SEMICONDUCTORS N VNXPI26,950$6.5M0.03%
231H WORLD GROUP LTDHWLDF172,456$6.4M0.03%
232DEERE & CODE15,355$6.4M0.03%
233TAYSHA GENE THERAPIES INCTSHA3,025,000$6.1M0.03%
234BOWHEAD SPECIALTY HLDGS INCBOW211,262$5.9M0.03%
235MP MATERIALS CORPMP331,000$5.8M0.03%
236CARRIER GLOBAL CORPORATIONCARR71,800$5.8M0.03%
237CROWDSTRIKE HLDGS INCCRWD19,975$5.6M0.03%
238BRAZE INCBRZE172,758$5.6M0.03%
239ZSCALER INCZS4,500,000$5.5M0.03%
240FLUENCE ENERGY INCFLNC234,500$5.3M0.03%
241DOXIMITY INCDOCS120,000$5.2M0.02%
242CHEMED CORP NEWCHE8,658$5.2M0.02%
243EXELIXIS INCEXEL200,000$5.2M0.02%
244WINNEBAGO INDS INC974637AB64,500,000$4.7M0.02%
245SHARKNINJA INCSN43,256$4.7M0.02%
246CELLEBRITE DI LTDCLBT277,397$4.7M0.02%
247IRHYTHM TECHNOLOGIES INCIRTC57,165$4.2M0.02%
248CONTINEUM THERAPEUTICS INCCTNM216,601$4.1M0.02%
249ADDUS HOMECARE CORPADUS29,164$3.9M0.02%
250WORLD KINECT CORPORATIONWKC3,100,000$3.8M0.02%
251TRANSMEDICS GROUP INCTMDX2,000,000$3.7M0.02%
252AUTODESK INCADSK13,150$3.6M0.02%
253ENERSYSENS35,200$3.6M0.02%
254INSULET CORPPODD3,000,000$3.6M0.02%
255COGNEX CORPCGNX88,500$3.6M0.02%
256ON SEMICONDUCTOR CORPON3,500,000$3.5M0.02%
257CHEFS WHSE INC163086AE13,000,000$3.5M0.02%
258STRYKER CORPORATIONSYK8,858$3.2M0.02%
259LATTICE SEMICONDUCTOR CORPLSCC58,500$3.1M0.01%
260CAMTEK LTDCAMT38,156$3.0M0.01%
261SEAGATE HDD CAYMANSE2,000,000$2.8M0.01%
262CYTOKINETICS INCCYTK2,000,000$2.6M0.01%
263DAY ONE BIOPHARMACEUTICALS IDAWN185,000$2.6M0.01%
264AIR PRODS & CHEMS INCAIIR8,200$2.4M0.01%
265NEUROCRINE BIOSCIENCES INCNBIX20,000$2.3M0.01%
266TENET HEALTHCARE CORPTHC13,503$2.2M0.01%
267HOLOGIC INCHOLX25,893$2.1M0.01%
268ENVISTA HOLDINGS CORPORATIONNVST102,849$2.0M0.01%
269TRANSMEDICS GROUP INCTMDX9,477$1.5M0.01%
270WAYFAIR INCW1,000,000$1.5M0.01%
271QORVO INCQRVO12,300$1.3M0.01%
272FLUOR CORPFLR1,000,000$1.2M0.01%
273LIBERTY MEDIA CORP DELFWONB1,000,000$1.1M0.01%
274ANSYS INC03662Q1051,400$446,0820.00%
275ENCOMPASS HEALTH CORPEHC3,600$347,9040.00%
276SELECT SECTOR SPDR TR81369Y6056,500$294,5800.00%
277APTIV PLCAPTV4,000$288,0400.00%
278HEALTHEQUITY INCHQY3,160$258,6460.00%
279TRIMBLE INCTRMB4,000$248,3600.00%
280TE CONNECTIVITY PLCTEL1,500$226,4850.00%
281NATERA INCNTRA1,755$222,7970.00%
282ALIBABA GROUP HLDG LTDBBAAY1,928$204,5990.00%
283NETEASE INCNETTF2,157$201,7010.00%
284PRIVIA HEALTH GROUP INCPRVA10,540$191,9330.00%
285GOODRX HLDGS INCGDRX12,360$85,7780.00%
286LIFESTANCE HEALTH GROUP INCLFST11,500$80,5000.00%
287STEREOTAXIS INCSTXS35,800$73,0320.00%
288STANDARD BIOTOOLS INCLAB35,585$68,6790.00%
289CERUS CORPCERS13,540$23,5600.00%