POLAR CAPITAL LLP
Q2 2017 Form 13-F
CIK 0001439303
· CRD 136133
· SEC-registered investment adviser
Holdings reported by
Polar Capital Holdings Plc since Q4 2020
$7.4B Reported Value Total
POLAR CAPITAL reports 29 total accounts under management (AUM). There are 29 discretionary accounts valued at $11,944,977,562, 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
$7.4B
Quarter over quarter
+5.9%
Holdings
225
Top-10 concentration
21.7%
Filing Structure
Holdings reported by
- Polar Capital Holdings Plc · since Q4 2020
Key People
Form ADV owners & control persons
Nicholas James Evans
PARTNER
Benjamin Charlton Rogoff
PARTNER
Xuesong Zhao
PARTNER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q2 2017 13F record
Q2 2017 13F filing summary
| Period of report | June 30, 2017 |
|---|---|
| Filed | August 14, 2017 |
| Form | 13F-HR |
| Reported value | $7.4B |
| Positions | 225 |
| Change in reported value | +11.3% |
| New positions | 33 |
| Exited positions | 48 |
| Position turnover | 29.7% |
| Top-10 concentration | 21.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2020 13F
Filed Nov 16, 2020
|
294 | $13.5B |
|
Q2 2020 13F
Filed Aug 14, 2020
|
277 | $11.6B |
|
Q1 2020 13F
Filed May 15, 2020
|
286 | $9.3B |
|
Q4 2019 13F
Filed Feb 14, 2020
|
281 | $11.5B |
|
Q3 2019 13F
Filed Nov 14, 2019
|
279 | $11.1B |
|
Q2 2019 13F
Filed Aug 14, 2019
|
282 | $11.4B |
|
Q1 2019 13F
Filed May 15, 2019
|
266 | $10.8B |
|
Q4 2018 13F
Filed Feb 14, 2019
|
252 | $9.4B |
|
Q3 2018 13F
Filed Nov 14, 2018
|
263 | $11.8B |
|
Q2 2018 13F
Filed Aug 14, 2018
|
253 | $16.6B |
|
Q1 2018 13F
Filed May 15, 2018
|
252 | $9.9B |
|
Q4 2017 13F
Filed Feb 14, 2018
|
246 | $9.7B |
|
Q3 2017 13F
Filed Nov 14, 2017
|
236 | $8.9B |
|
Q2 2017 13F
Filed Aug 14, 2017
|
225 | $7.4B |
|
Q1 2017 13F
Filed May 15, 2017
|
241 | $6.7B |
|
Q4 2016 13F
Filed Feb 14, 2017
|
251 | $6.3B |
|
Q3 2016 13F
Filed Nov 14, 2016
|
251 | $5.8B |
|
Q2 2016 13F
Filed Aug 15, 2016
|
241 | $5.3B |
|
Q1 2016 13F
Filed May 16, 2016
|
243 | $5.3B |
|
Q4 2015 13F
Filed Feb 16, 2016
|
246 | $5.5B |
10 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2017
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GOOG ALPHABET INC | $233.4M | 3.14% |
| 2 | META FACEBOOK INC | $233.2M | 3.14% |
| 3 | AAPL APPLE INC | $214.4M | 2.89% |
| 4 | JNJ JOHNSON & JOHNSON | $149.7M | 2.01% |
| 5 | CB CHUBB LIMITED | $143.5M | 1.93% |
| 6 | MSFT MICROSOFT CORP | $141.0M | 1.9% |
| 7 | ELV ANTHEM INC | $130.2M | 1.75% |
| 8 | MDT MEDTRONIC PLC | $126.3M | 1.7% |
| 9 | MKL MARKEL CORP | $120.4M | 1.62% |
| 10 | BRK-B BERKSHIRE HATHAWAY INC DEL | $119.7M | 1.61% |
| 11 | ACGL ARCH CAP GROUP LTD | $113.3M | 1.52% |
| 12 | GOOGL ALPHABET INC | $106.5M | 1.43% |
| 13 | C CITIGROUP INC | $103.8M | 1.4% |
| 14 | DLB DOLBY LABORATORIES INC | $89.0M | 1.2% |
| 15 | CELG CELGENE CORP | $88.3M | 1.19% |
| 16 | AMZN AMAZON COM INC | $87.5M | 1.18% |
| 17 | MRSH MARSH & MCLENNAN COS INC | $86.5M | 1.16% |
| 18 | AAPL C APPLE INC | $86.4M | 1.16% |
| 19 | BABA ALIBABA GROUP HLDG LTD | $86.3M | 1.16% |
| 20 | V VISA INC | $86.2M | 1.16% |
Values as reported on the Q2 2017 Form 13F. Every position is in the holdings table below.