Polar Capital Holdings Plc logo

Polar Capital Holdings Plc Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Polar Capital Holdings Plc with $20.8B in long positions as of Q3 2025, 50% allocated to Technology, and 32% concentrated in top 10 positions.

Portfolio Value
$20.8B
Top 10 Concentration
32%
Top Sector
Technology (50%)
US Exposure
85%
Market Cap Focus
Large Cap
Countries
16

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 50.00%TechnologyFinancial Services: 14.50%Financial ServicesHealthcare: 13.40%HealthcareCommunication Services: 9.90%Communication ServicesConsumer Cyclical: 3.40%Industrials: 2.10%Utilities: 0.60%Consumer Defensive: 0.50%Real Estate: 0.20%Basic Materials: 0.20%Energy: 0.10%
Technology
50.00%
Financial Services
14.50%
Healthcare
13.40%
Communication Services
9.90%
Consumer Cyclical
3.40%
Industrials
2.10%
Utilities
0.60%
Consumer Defensive
0.50%
Real Estate
0.20%
Basic Materials
0.20%
Energy
0.10%

Industry Breakdown

59 industries across all sectors

Semiconductors: 20.53%SemiconductorsBiotechnology: 9.75%BiotechnologyInternet Content & Information: 9.47%Internet Content & InformationSoftware - Infrastructure: 8.78%Software - InfrastructureHardware, Equipment & Parts: 5.93%Computer Hardware: 4.81%Insurance - Property & Casualty: 4.59%Communication Equipment: 3.56%Software - Application: 3.51%Insurance - Reinsurance: 2.89%Specialty Retail: 2.36%Insurance - Diversified: 1.79%Insurance - Specialty: 1.70%46 more: 15.36%46 more
Semiconductors
Technology
20.53%
Biotechnology
Healthcare
9.75%
Internet Content & Information
Communication Services
9.47%
Software - Infrastructure
Technology
8.78%
Hardware, Equipment & Parts
Technology
5.93%
Computer Hardware
Technology
4.81%
Insurance - Property & Casualty
Financial Services
4.59%
Communication Equipment
Technology
3.56%
Software - Application
Technology
3.51%
Insurance - Reinsurance
Financial Services
2.89%
Specialty Retail
Consumer Cyclical
2.36%
Insurance - Diversified
Financial Services
1.79%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 33.94%Mega Cap (> $200B)Large Cap ($10B - $200B): 48.76%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 10.94%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 2.78%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.25%N/A (ETF or Unknown): 3.33%
Mega Cap (> $200B)
33.94%
Large Cap ($10B - $200B)
48.76%
Mid Cap ($2B - $10B)
10.94%
Small Cap ($300M - $2B)
2.78%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.25%
N/A (ETF or Unknown)
3.33%

Portfolio Concentration

Top 10 Holdings %
31.94%
Top 20 Holdings %
45.2%
Top 50 Holdings %
69.67%
Top 100 Holdings %
88.9%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
84.82%
International
15.18%
Countries
16
Largest Int'l Market
Bermuda - 4.63%
United States of America
84.82% ($17.6B)
198 holdings
Bermuda
4.63% ($963.0M)
5 holdings
Canada
2.76% ($574.3M)
6 holdings
Ireland
2.30% ($478.6M)
6 holdings
Switzerland
0.99% ($205.3M)
1 holdings
Singapore
0.84% ($174.9M)
3 holdings
Uruguay
0.79% ($165.0M)
1 holdings
Cayman Islands
0.61% ($126.6M)
1 holdings
Luxembourg
0.57% ($119.2M)
2 holdings
Brazil
0.48% ($100.2M)
1 holdings
Netherlands
0.47% ($98.3M)
4 holdings
United Kingdom
0.36% ($75.7M)
4 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
12.4 quarters
Avg. Top 20
12.9 quarters
Avg. All Positions
8.5 quarters
Median Holding Period
6 quarters
Persistence Rate
63.56%
Persistent Holdings Weight
78.27%
Persistent Positions
150
Longest Held
United Rentals, Inc. logo
United Rentals, Inc.URI - 19 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.23%
Avg. Position Weight
0.42%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 8.68%
Largest Ownership Stake
Neuropace, Inc. Common Stock logo
Neuropace, Inc. Common StockNPCE - 9.36%
Avg. Ownership Stake
0.56%
Ownership Stake >5%
3
Ownership Stake >1%
40

Historical (Since Q4 2020)

Avg. New Position
0.24%
Avg. Ownership Stake
0.63%
Largest Position
Aptose Biosciences, Inc. logo
Aptose Biosciences, Inc.APTO - 27.42% (Q1 2021)
Largest Ownership Stake
Neuropace, Inc. Common Stock logo
Neuropace, Inc. Common StockNPCE - 9.36% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
18.7%
Value Traded
$3.89B
Positions Added
23
Positions Exited
47

Historical (Since Q4 2020)

Avg. Turnover Ratio
17.3%
Avg. Positions Added
41
Avg. Positions Exited
38
Highest Turnover
50.0%
Q4 2020
Lowest Turnover
8.6%
Q3 2023

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.