POLAR CAPITAL HOLDINGS PLC
Q4 2021 Form 13-F
LONDON
CIK 0001837309
· CRD 136133
· SEC-registered investment adviser
Consolidated report · includes
3 managers
since Q4 2020
$26.7B Reported Value Total
POLAR CAPITAL reports 25 total accounts under management (AUM). There are 25 discretionary accounts valued at $28,561,268,705, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
41 funds
· $23.7B gross asset value
Hedge Fund: $23.7B
Source: Form ADV filed 2026-06-25
Reported value
$26.7B
Quarter over quarter
+6.2%
Holdings
442
Top-10 concentration
44.3%
Filing Structure
Reports holdings for
- Polar Capital LLP · File #028-13167 · since Q4 2020
- Polar Capital Switzerland AG · File #028-23030 · since Q4 2022
- Polar Capital (America) Corp (not a 13F filer in our records) · since Q4 2025 · declared by one filing
- Phaeacian Partners LLC (not a 13F filer in our records) · File #028-20908 · Q4 2020 – Q1 2022
Key People
Form ADV owners & control persons
Nicholas James Evans
PARTNER
Benjamin Charlton Rogoff
PARTNER
Xuesong Zhao
PARTNER
Filing Navigation
13F Metrics
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 14, 2022 |
| Form | 13F-HR |
| Reported value | $26.7B |
| Positions | 442 |
| Change in reported value | +8.9% |
| New positions | 136 |
| Exited positions | 47 |
| Position turnover | 37.4% |
| Top-10 concentration | 44.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
224 | $42.4B |
|
Q1 2026 13F
Filed May 15, 2026
|
239 | $28.2B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
259 | $25.9B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
235 | $20.8B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
249 | $19.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
258 | $16.4B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
271 | $17.9B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
263 | $21.0B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
246 | $17.0B |
|
Q1 2024 13F
Filed May 15, 2024
|
252 | $19.1B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
250 | $16.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
251 | $13.5B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
279 | $19.8B |
|
Q1 2023 13F
Filed May 15, 2023
|
293 | $15.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
309 | $12.5B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
416 | $15.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
433 | $17.0B |
|
Q1 2022 13F
Filed May 16, 2022
|
456 | $22.2B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
442 | $26.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
353 | $24.5B |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | FERG FERGUSON PLC NEW | $5.6B | 20.9% |
| 2 | MSFT MICROSOFT CORP | $1.3B | 4.78% |
| 3 | AAPL APPLE INC | $894.4M | 3.36% |
| 4 | AAPL C APPLE INC | $852.3M | 3.2% |
| 5 | GOOG ALPHABET INC | $659.1M | 2.47% |
| 6 | GOOGL ALPHABET INC | $610.8M | 2.29% |
| 7 | NVDA NVIDIA CORPORATION | $524.2M | 1.97% |
| 8 | MSFT C MICROSOFT CORP | $479.3M | 1.8% |
| 9 | AMD ADVANCED MICRO DEVICES INC | $479.0M | 1.8% |
| 10 | META META PLATFORMS INC | $465.6M | 1.75% |
| 11 | GOOGL C ALPHABET INC | $456.3M | 1.71% |
| 12 | AMZN AMAZON COM INC | $409.7M | 1.54% |
| 13 | MRVL MARVELL TECHNOLOGY INC | $290.9M | 1.09% |
| 14 | STX SEAGATE TECHNOLOGY HLDNGS PL | $265.9M | 1.0% |
| 15 | NOW SERVICENOW INC | $263.1M | 0.99% |
| 16 | ANET ARISTA NETWORKS INC | $258.6M | 0.97% |
| 17 | ACGL ARCH CAP GROUP LTD | $245.5M | 0.92% |
| 18 | MU MICRON TECHNOLOGY INC | $239.6M | 0.9% |
| 19 | SNAP SNAP INC | $214.6M | 0.8% |
| 20 | QCOM QUALCOMM INC | $204.6M | 0.77% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.