Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002011

Total Value
$16.42B
Positions
286
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA9,585,134$1.04B6.33%
2META PLATFORMS INCMETA1,550,466$893.6M5.44%
3MICROSOFT CORPMSFT1,195,287$448.7M2.73%
4BROADCOM INCAVGO2,371,920$397.1M2.42%
5RENAISSANCERE HLDGS LTDRNR-PG1,353,364$324.8M1.98%
6ARCH CAP GROUP LTDG0450A1053,213,917$309.1M1.88%
7APPLE INCAAPL1,299,597$288.7M1.76%
8ALIBABA GROUP HLDG LTDBBAAY2,143,441$283.4M1.73%
9CYBERARK SOFTWARE LTDM2682V108775,704$262.2M1.60%
10FERGUSON ENTERPRISES INCFERG59,250$256.6M1.56%
11CLOUDFLARE INCNET2,270,357$255.8M1.56%
12SPOTIFY TECHNOLOGY S ASPOT456,555$251.1M1.53%
13AMAZON COM INCAMZN1,187,512$225.9M1.38%
14CHUBB LIMITEDCB747,000$225.6M1.37%
15MARSH & MCLENNAN COS INC571748102874,000$213.3M1.30%
16KLA CORPKLAC308,730$209.9M1.28%
17BERKLEY W R CORPWRB-PH2,925,000$208.1M1.27%
18ALPHABET INCGOOG1,331,126$205.8M1.25%
19ALPHABET INCGOOG1,287,595$201.2M1.23%
20MERCADOLIBRE INCMELI100,973$197.0M1.20%
21NETFLIX INCNFLX208,025$194.0M1.18%
22ADVANCED MICRO DEVICES INCAMD1,752,561$180.1M1.10%
23PROGRESSIVE CORP743315103612,735$173.4M1.06%
24SNOWFLAKE INCSNOW1,153,970$168.7M1.03%
25ESSENT GROUP LTDESNT2,650,000$153.0M0.93%
26CORNING INCGLW3,331,510$152.5M0.93%
27MARKEL GROUP INCMKL80,250$150.0M0.91%
28EVEREST GROUP LTDEG395,000$143.5M0.87%
29ROBINHOOD MKTS INC7707001023,363,569$140.0M0.85%
30TRAVELERS COMPANIES INCTRV523,000$138.3M0.84%
31SHOPIFY INCSHOP1,413,899$135.0M0.82%
32MICRON TECHNOLOGY INCMU1,548,741$134.6M0.82%
33CELESTICA INCCLS1,689,233$133.1M0.81%
34COHERENT CORPCOHR1,997,965$129.7M0.79%
35ARISTA NETWORKS INCANET1,661,386$128.7M0.78%
36GE VERNOVA INCGEV413,591$126.3M0.77%
37ORACLE CORPORCL-PD894,198$125.0M0.76%
38ELASTIC N VESTC1,391,334$124.0M0.75%
39CROWDSTRIKE HLDGS INCCRWD347,911$122.7M0.75%
40INTUITIVE SURGICAL INCISRG247,303$122.5M0.75%
41AXON ENTERPRISE INCAXON221,938$116.7M0.71%
42PURE STORAGE INC74624M1022,590,259$114.7M0.70%
43RYAN SPECIALTY HOLDINGS INCRYAN1,515,000$111.9M0.68%
44TWILIO INCTWLO1,129,470$110.6M0.67%
45ARCUTIS BIOTHERAPEUTICS INCARQT6,706,475$104.9M0.64%
46PALO ALTO NETWORKS INCPANW594,491$101.4M0.62%
47CYTOKINETICS INCCYTK2,455,737$98.7M0.60%
48REINSURANCE GRP OF AMERICA I759351604482,500$95.0M0.58%
49FLEX LTDFLEX2,791,069$92.3M0.56%
50XENON PHARMACEUTICALS INCXENE2,623,039$88.0M0.54%
51TESLA INCTSLA335,491$86.9M0.53%
52HUBSPOT INCHUBS147,106$84.0M0.51%
53SCHOLAR ROCK HLDG CORPSRRK2,583,371$83.1M0.51%
54AMPHENOL CORP NEW0320951011,263,479$82.9M0.50%
55ASCENDIS PHARMA A/SASND525,000$81.8M0.50%
56ATLASSIAN CORPORATIONTEAM383,046$81.3M0.50%
57MAKEMYTRIP LIMITED MAURITIUSMMYT805,867$79.0M0.48%
58MACOM TECH SOLUTIONS HLDGS I55405Y100782,372$78.5M0.48%
59SERVICENOW INCNOW98,100$78.1M0.48%
60CREDO TECHNOLOGY GROUP HOLDICRDO1,942,767$78.0M0.48%
61SPRINGWORKS THERAPEUTICS INC85205L1071,750,000$77.2M0.47%
62GLOBUS MED INCGMED1,050,380$76.9M0.47%
63ELI LILLY & COLLY93,025$76.8M0.47%
64DOORDASH INCDASH420,357$76.8M0.47%
65ALNYLAM PHARMACEUTICALS INCALNY280,000$75.6M0.46%
66CIENA CORPCIEN1,234,977$74.6M0.45%
67NUTANIX INCNTNX1,045,465$73.0M0.44%
68BERKSHIRE HATHAWAY INC DELBRK-A135,916$72.4M0.44%
69MERUS N VN5749R1001,706,862$71.8M0.44%
70VISA INCV203,317$71.3M0.43%
71NOVA LTDNVMI381,730$70.4M0.43%
72PDD HOLDINGS INCPDD587,984$69.6M0.42%
73SEA LTDSE528,832$69.0M0.42%
74UNITEDHEALTH GROUP INCUNH129,226$67.7M0.41%
75NUVALENT INCNUVL946,723$67.1M0.41%
76COMMVAULT SYS INCCVLT423,843$66.9M0.41%
77TRIP COM GROUP LTDTRPCF1,037,768$66.0M0.40%
78ARM HOLDINGS PLC042068205611,759$65.3M0.40%
79MASTERCARD INCORPORATEDMA113,828$62.4M0.38%
80NU HLDGS LTDNU6,075,317$62.2M0.38%
81MARVELL TECHNOLOGY INCMRVL985,171$60.7M0.37%
82VERTEX PHARMACEUTICALS INCVRTX125,000$60.6M0.37%
83PALANTIR TECHNOLOGIES INCPLTR711,647$60.1M0.37%
84ASTERA LABS INCALAB990,796$59.1M0.36%
85INSMED INCINSM728,755$55.6M0.34%
86JPMORGAN CHASE & CO.VYLD224,007$54.9M0.33%
87MIRUM PHARMACEUTICALS INCMIRM1,175,000$52.9M0.32%
88BROWN & BROWN INCBRO425,000$52.9M0.32%
89AVIDITY BIOSCIENCES INC05370A1081,788,868$52.8M0.32%
90FIRST SOLAR INCFSLR417,069$52.7M0.32%
91SAMSARA INCIOT1,365,601$52.3M0.32%
92AFLAC INCAFL460,000$51.1M0.31%
93INTERNATIONAL BUSINESS MACHSINTR204,741$50.9M0.31%
94TRUPANION INCTRUP1,350,000$50.3M0.31%
95MADRIGAL PHARMACEUTICALS INCMDGL150,220$49.8M0.30%
96ZILLOW GROUP INCZ722,617$49.5M0.30%
97BLUEPRINT MEDICINES CORP09627Y109541,379$47.9M0.29%
98BOSTON SCIENTIFIC CORPBSX471,113$47.5M0.29%
99ENLIVEN THERAPEUTICS INCELVN2,365,294$46.5M0.28%
100NEWAMSTERDAM PHARMA COMPANYNAMSW2,250,000$46.1M0.28%
101INTERCONTINENTAL EXCHANGE IN45866F104264,295$45.6M0.28%
102HAGERTY INCHGTY5,000,000$45.2M0.28%
103GLOBANT S AGLOB379,738$44.7M0.27%
104SUPERNUS PHARMACEUTICALS INCSUPN1,362,340$44.6M0.27%
105FIRST AMERN FINL CORP31847R102675,000$44.3M0.27%
106MOONLAKE IMMUNOTHERAPEUTICSMLTX1,100,000$43.0M0.26%
107RLI CORPRLI520,000$41.8M0.25%
108GRAB HOLDINGS LIMITEDGRABW9,196,353$41.7M0.25%
109VAXCYTE INCPCVX1,082,473$40.9M0.25%
110MERIT MED SYS INC589889104382,697$40.5M0.25%
111DOXIMITY INCDOCS670,636$38.9M0.24%
112FABRINETFN193,892$38.3M0.23%
113NEUROPACE INCNPCE2,972,003$36.5M0.22%
114SOLENO THERAPEUTICS INCSLNO500,000$35.7M0.22%
115REGENERON PHARMACEUTICALSREGN55,000$34.9M0.21%
116APELLIS PHARMACEUTICALS INCAPLS1,577,175$34.5M0.21%
117AVADEL PHARMACEUTICALS PLCG296871034,355,964$34.1M0.21%
118FIDELITY NATL INFORMATION SV31620M106455,582$34.0M0.21%
119MCKESSON CORPMCK49,886$33.6M0.20%
120TOAST INCTOST974,098$32.3M0.20%
121INTEGER HLDGS CORPITGR272,436$32.2M0.20%
122BANK AMERICA CORP060505104759,124$31.7M0.19%
123VERTIV HOLDINGS COVRT433,376$31.3M0.19%
124ABBOTT LABSABLZF235,004$31.2M0.19%
125AGIOS PHARMACEUTICALS INCAGIO1,002,036$29.4M0.18%
126BBB FOODS INCTBBB1,081,091$28.8M0.18%
127VTEXVTEX5,443,476$27.6M0.17%
128REVOLUTION MEDICINES INCRVMDW750,665$26.5M0.16%
129RHYTHM PHARMACEUTICALS INCRYTM500,000$26.5M0.16%
130ROBLOX CORPRBLX451,392$26.3M0.16%
131CG ONCOLOGY INCCGON1,042,860$25.5M0.16%
132CELLDEX THERAPEUTICS INC NEWCLDX1,403,435$25.5M0.16%
133CARDINAL HEALTH INCCAH184,621$25.4M0.15%
134ROIVANT SCIENCES LTDROIV2,500,000$25.2M0.15%
135ELEVANCE HEALTH INCELV56,012$24.4M0.15%
136BOOKING HOLDINGS INCBKNG5,178$23.9M0.15%
137ULTRAGENYX PHARMACEUTICAL INRARE651,383$23.6M0.14%
138MONDAY COM LTDMNDY94,041$22.9M0.14%
139APTARGROUP INCATR152,521$22.6M0.14%
140INSULET CORPPODD85,419$22.4M0.14%
141INTERACTIVE BROKERS GROUP IN45841N107135,046$22.4M0.14%
142BOWHEAD SPECIALTY HLDGS INCBOW550,000$22.4M0.14%
143ESTABLISHMENT LABS HLDGS INCESTA546,519$22.3M0.14%
144WALMART INCWMT253,750$22.3M0.14%
145ALCON AGALC239,465$20.9M0.13%
146APOGEE THERAPEUTICS INCAPGE550,000$20.5M0.13%
147AMDOCS LTDDOX222,900$20.4M0.12%
148AMERICAN EXPRESS COAXP74,941$20.2M0.12%
149QUALCOMM INCQCOM128,516$19.7M0.12%
150ECOLAB INCECL75,892$19.2M0.12%
151KASPI KZ JSC48581R205206,442$19.2M0.12%
152NUTANIX INCNTNX14,360,000$19.1M0.12%
153DAY ONE BIOPHARMACEUTICALS IDAWN2,350,000$18.6M0.11%
154CENOVUS ENERGY INCCVE1,026,015$18.3M0.11%
15589BIO INC2825591032,500,000$18.2M0.11%
156GALLAGHER ARTHUR J & CO36357610952,107$18.0M0.11%
157GOLDMAN SACHS GROUP INCGSCE32,346$17.7M0.11%
158CRH PLCCRH200,292$17.6M0.11%
159PENUMBRA INCPEN64,136$17.2M0.10%
160UBER TECHNOLOGIES INCUBER234,376$17.1M0.10%
161US FOODS HLDG CORPUSFD256,234$16.8M0.10%
162AXIS CAP HLDGS LTDG0692U109165,614$16.6M0.10%
163NASDAQ INCNDAQ214,442$16.3M0.10%
164LIBERTY MEDIA CORP DELFWONB180,495$16.2M0.10%
165SYSCO CORPSYY215,598$16.2M0.10%
166DEERE & CODE33,945$15.9M0.10%
167HYATT HOTELS CORPH128,305$15.7M0.10%
168CREDIT ACCEP CORP MICH22531010130,319$15.7M0.10%
169GLOBE LIFE INCGL-PD113,447$14.9M0.09%
170BRUKER CORPBRKRP338,216$14.1M0.09%
171EQUITABLE HLDGS INCEQH-PC265,146$13.8M0.08%
172ARES MANAGEMENT CORPORATIONARES-PB94,062$13.8M0.08%
173LOWES COS INC54866110758,845$13.7M0.08%
174UNION PAC CORPUNP57,057$13.5M0.08%
175SPYRE THERAPEUTICS INCSYRE825,000$13.3M0.08%
176SS&C TECHNOLOGIES HLDGS INCSSNC159,185$13.3M0.08%
177EXACT SCIENCES CORP30063P105296,217$12.8M0.08%
178BANK NEW YORK MELLON CORP064058100151,086$12.7M0.08%
179FISERV INCFISV57,151$12.6M0.08%
180C H ROBINSON WORLDWIDE INCCHRW122,707$12.6M0.08%
181MKS INSTRS INCMKSI156,477$12.5M0.08%
182CITIGROUP INCC-PR175,842$12.5M0.08%
183DISCOVER FINL SVCS25470910872,723$12.4M0.08%
184STEVANATO GROUP S P ASTVN601,724$12.3M0.07%
185CATERPILLAR INCCAT35,773$11.8M0.07%
186F5 INCFFIV43,463$11.6M0.07%
187UBER TECHNOLOGIES INCUBER9,500,000$11.6M0.07%
188CELLEBRITE DI LTDCLBT585,751$11.4M0.07%
189CENTENE CORP DELCNC182,178$11.1M0.07%
190CORE & MAIN INCCNM228,178$11.0M0.07%
191ORUKA THERAPEUTICS INCORKA1,050,000$10.8M0.07%
192MONOLITHIC PWR SYS INC60983910517,700$10.3M0.06%
193LUMENTUM HLDGS INCLITE162,400$10.1M0.06%
194LUMENTUM HLDGS INCLITE9,500,000$9.9M0.06%
195OPEN TEXT CORPOTEX302,405$9.8M0.06%
196BLACKROCK INCBLK10,172$9.6M0.06%
197UNITY SOFTWARE INCU483,819$9.5M0.06%
198EATON CORP PLCETN34,748$9.4M0.06%
199SHARKNINJA INCSN112,667$9.4M0.06%
200AUTODESK INCADSK34,800$9.1M0.06%
201LINDE PLCLIN18,532$8.6M0.05%
202SITIME CORPSITM53,921$8.2M0.05%
203Y-MABS THERAPEUTICS INC9842411091,831,000$8.1M0.05%
204WAVE LIFE SCIENCES LTDWVE1,003,500$8.1M0.05%
205UNITED RENTALS INCURI12,818$8.0M0.05%
206MARRIOTT INTL INC NEW57190320233,375$7.9M0.05%
207KLAVIYO INCKVYO261,157$7.9M0.05%
208IMPINJ INCPI86,834$7.9M0.05%
209MASTERBRAND INCMBC573,077$7.5M0.05%
210BRAZE INCBRZE204,616$7.4M0.04%
211DOCUSIGN INCDOCU88,881$7.2M0.04%
212FIRST HORIZON CORPORATIONFHN-PH370,005$7.2M0.04%
213MP MATERIALS CORPMP288,500$7.0M0.04%
214BUILDERS FIRSTSOURCE INCBLDR52,688$6.6M0.04%
215AFFILIATED MANAGERS GROUP INMGRE38,944$6.5M0.04%
216SPOTIFY USA INC84921RAB65,500,000$6.5M0.04%
217LITTELFUSE INCLFUS33,027$6.5M0.04%
218CISCO SYS INCCSCO101,272$6.2M0.04%
219APPLE INCAAPL27,985$6.2M0.04%
220MICROSOFT CORPMSFT15,900$6.0M0.04%
221LEGEND BIOTECH CORPLEGN175,123$5.9M0.04%
222NICE LTDNCSYF6,000,000$5.8M0.04%
223INSULET CORPPODD4,500,000$5.7M0.03%
224EDGEWISE THERAPEUTICS INCEWTX250,000$5.5M0.03%
225ZSCALER INCZS4,000,000$5.3M0.03%
226IRHYTHM TECHNOLOGIES INCIRTC49,773$5.2M0.03%
227IMPINJ INCPI4,531,000$5.2M0.03%
228ETSY INCETSY6,000,000$5.1M0.03%
229CLOUDFLARE INCNET5,000,000$5.0M0.03%
230XPENG INCXPNGF241,300$5.0M0.03%
231XOMETRY INCXMTR190,195$4.7M0.03%
232BLOCK INCBSQKZ85,504$4.6M0.03%
233COGNEX CORPCGNX150,000$4.5M0.03%
234LIVANOVA PLCLIVN112,859$4.4M0.03%
235ASCENDIS PHARMA A/SASND3,750,000$4.4M0.03%
236KORRO BIO INCKRRO250,000$4.4M0.03%
237LANTHEUS HLDGS INCLNTH3,000,000$4.2M0.03%
238TAYSHA GENE THERAPIES INCTSHA3,000,000$4.2M0.03%
239CHEFS WHSE INC163086AE13,000,000$4.1M0.03%
240BLACKSTONE INCBX27,317$3.8M0.02%
241NXP SEMICONDUCTORS N VNXPI19,500$3.7M0.02%
242IMAX CORPIMAX3,000,000$3.3M0.02%
243SAREPTA THERAPEUTICS INCSRPT3,400,000$3.2M0.02%
244EXELIXIS INCEXEL85,000$3.1M0.02%
245CHEMED CORP NEWCHE5,098$3.1M0.02%
246SOUTHWEST AIRLS CO844741BG23,000,000$3.0M0.02%
247ANALOG DEVICES INCADI96,167$3.0M0.02%
248ADDUS HOMECARE CORPADUS29,349$2.9M0.02%
249ALNYLAM PHARMACEUTICALS INCALNY2,500,000$2.9M0.02%
250BENTLEY SYS INCBSY3,000,000$2.7M0.02%
251TANDEM DIABETES CARE INCTNDM140,536$2.7M0.02%
252AFFIRM HLDGS INCAFRM57,728$2.6M0.02%
253SPHERE ENTERTAINMENT COSPHR2,000,000$2.4M0.01%
254CARRIER GLOBAL CORPORATIONCARR36,500$2.3M0.01%
255CYTOKINETICS INCCYTK2,000,000$2.3M0.01%
256ENSIGN GROUP INCENSG16,619$2.2M0.01%
257HCA HEALTHCARE INCHCA5,970$2.1M0.01%
258AIR PRODS & CHEMS INCAIIR6,850$2.0M0.01%
259SHOPIFY INCSHOP2,000,000$2.0M0.01%
260ENERSYSENS20,700$1.9M0.01%
261H WORLD GROUP LTDHWLDF1,500,000$1.7M0.01%
262STRYKER CORPORATIONSYK4,128$1.5M0.01%
263PDD HOLDINGS INCPDD1,500,000$1.5M0.01%
264ISHARES BITCOIN TRUST ETFIBIT30,503$1.4M0.01%
265TOWER SEMICONDUCTOR LTDTSEM38,139$1.4M0.01%
266NLIGHT INCLASR174,292$1.4M0.01%
267LIBERTY MEDIA CORP DELFWONB1,000,000$1.2M0.01%
268ABBVIE INCABBV5,582$1.2M0.01%
269QORVO INCQRVO16,000$1.2M0.01%
270AMGEN INCAMGN3,636$1.1M0.01%
271HOLOGIC INCHOLX18,009$1.1M0.01%
272IDEAYA BIOSCIENCES INCIDYA65,500$1.1M0.01%
273FLUOR CORPFLR1,000,000$1.1M0.01%
274MASIMO CORPMASI6,023$1.0M0.01%
275TENET HEALTHCARE CORPTHC7,231$972,5700.01%
276NVENT ELECTRIC PLCNVT18,500$969,7700.01%
277LATTICE SEMICONDUCTOR CORPLSCC9,900$519,2550.00%
278GLOBAL E ONLINE LTDGLBE12,250$436,7130.00%
279KE HLDGS INCBEKE12,396$249,0360.00%
280ENCOMPASS HEALTH CORPEHC2,259$228,7920.00%
281TE CONNECTIVITY PLCTEL1,600$226,1120.00%
282GOODRX HLDGS INCGDRX18,300$80,7030.00%
283LIFESTANCE HEALTH GROUP INCLFST11,500$76,5900.00%
284STEREOTAXIS INCSTXS35,800$63,0080.00%
285CERUS CORPCERS13,540$18,8210.00%
286TRAVERE THERAPEUTICS INCTVTX3,000,000$2,9960.00%