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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Polar Capital LLP INSTITUTION : Polar Capital LLP
Polar Capital LLP Portfolio (reported on 2020-08-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 689,115,000 3,386,145 5.94%
APPLE INC    (COM) AAPL 552,246,000 1,513,832 4.76%
FACEBOOK INC    (CL A) FB 354,459,000 1,561,011 3.06%
AMAZON COM INC    (COM) AMZN 349,680,000 126,750 3.01%
ALPHABET INC    (CAP STK CL C) GOOG 305,789,000 216,318 2.64%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 294,986,000 1,367,575 2.54%
PAYPAL HLDGS INC    (COM) PYPL 262,987,000 1,509,424 2.27%
ALPHABET INC    (CAP STK CL A) GOOGL 257,019,000 181,248 2.21%
ADVANCED MICRO DEVICES INC    (COM) AMD 249,930,000 4,750,625 2.15%
ADOBE INC    (COM) ADBE 199,380,000 458,019 1.72%
NVIDIA CORPORATION    (COM) NVDA 193,323,000 508,864 1.66%
SERVICENOW INC    (COM) NOW 162,032,000 400,019 1.39%
NETFLIX INC    (COM) NFLX 155,260,000 341,201 1.34%
MARSH & MCLENNAN COS INC    (COM) MMC 155,227,000 1,445,721 1.34%
ARCH CAP GROUP LTD    (ORD) ACGL 154,779,000 5,402,423 1.33%
UNITEDHEALTH GROUP INC    (COM) UNH 144,348,000 489,399 1.24%
VISA INC    (COM CL A) V 132,125,000 683,984 1.14%
EVERBRIDGE INC    (COM) 131,110,000 947,599 1.13%
XILINX INC    (COM) XLNX 126,696,000 1,287,691 1.09%
CHUBB LIMITED    (COM) CB 126,606,000 999,887 1.09%
ZENDESK INC    (COM) ZEN 105,952,000 1,196,796 0.91%
MARKEL CORP    (COM) MKL 102,801,000 111,357 0.88%
SALESFORCE COM INC    (COM) CRM 101,909,000 544,007 0.87%
MASTERCARD INCORPORATED    (CL A) MA 99,566,000 336,713 0.85%
REGENERON PHARMACEUTICALS    (COM) REGN 99,435,000 159,440 0.85%
CIENA CORP    (COM NEW) CIEN 99,083,000 1,829,458 0.85%
HORIZON THERAPEUTICS PUB LTD    (SHS) 96,582,000 1,737,706 0.83%
GRUBHUB INC    (COM) GRUB 91,788,000 1,305,655 0.79%
QUALCOMM INC    (COM) QCOM 90,334,000 990,400 0.77%
ACTIVISION BLIZZARD INC    (COM) ATVI 87,002,000 1,146,275 0.75%
SNAP INC    (CL A) 85,824,000 3,653,645 0.74%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 82,803,000 326,589 0.71%
CROWDSTRIKE HLDGS INC    (CL A) 82,205,000 819,673 0.70%
ESSENT GROUP LTD    (COM) ESNT 79,794,000 2,200,000 0.68%
MATCH GROUP INC    (COM) 78,469,000 733,011 0.67%
SPOTIFY TECHNOLOGY S A    (SHS) 77,912,000 301,761 0.67%
EXELIXIS INC    (COM) EXEL 77,728,000 3,274,157 0.67%
TRAVELERS COMPANIES INC    (COM) TRV 77,085,000 675,888 0.66%
RENAISSANCERE HOLDINGS LTD    (COM) RNR 76,964,000 450,000 0.66%
TWILIO INC    (CL A) 75,797,000 345,443 0.65%
TRIPADVISOR INC    (COM) TRIP 73,874,000 3,886,053 0.63%
PELOTON INTERACTIVE INC    (CL A COM) 73,528,000 1,272,766 0.63%
BAXTER INTL INC    (COM) BAX 71,041,000 825,104 0.61%
AXON ENTERPRISE INC    (COM) 70,476,000 718,191 0.60%
ALTERYX INC    (COM CL A) 70,038,000 426,331 0.60%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 69,957,000 391,895 0.60%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 69,916,000 500,937 0.60%
UBER TECHNOLOGIES INC    (COM) 69,724,000 2,243,371 0.60%
CLOUDFLARE INC    (CL A COM) 68,776,000 1,913,094 0.59%
BIO RAD LABS INC    (CL A) BIO 67,621,000 149,773 0.58%
SPLUNK INC    (COM) SPLK 67,592,000 340,171 0.58%
AON PLC    (SHS CL A) 67,314,000 349,500 0.58%
BERKLEY W R CORP    (COM) WRB 65,884,000 1,150,000 0.56%
TERADYNE INC    (COM) TER 64,850,000 767,360 0.55%
ALLEGHANY CORP DEL    (COM) Y 64,811,000 132,500 0.55%
LATTICE SEMICONDUCTOR CORP    (COM) LSCC 64,301,000 2,264,912 0.55%
BIOMARIN PHARMACEUTICAL INC    (COM) BMRN 62,287,000 505,000 0.53%
IMMUNOMEDICS INC    (COM) IMMU 60,366,000 1,703,340 0.52%
INTEL CORP    (COM) INTC 60,225,000 1,006,608 0.51%
IQVIA HLDGS INC    (COM) 59,835,000 421,733 0.51%
HOLOGIC INC    (COM) HOLX 59,368,000 1,041,537 0.51%
ANSYS INC    (COM) ANSS 56,904,000 195,058 0.49%
QUOTIENT LTD    (SHS) QTNT 56,174,000 7,591,065 0.48%
POWER INTEGRATIONS INC    (COM) POWI 55,320,000 468,295 0.47%
INCYTE CORP    (COM) INCY 54,161,000 520,929 0.46%
SYNOPSYS INC    (COM) SNPS 53,798,000 275,887 0.46%
FLIR SYS INC    (COM) FLIR 53,537,000 1,319,631 0.46%
HUBSPOT INC    (COM) HUBS 53,094,000 236,655 0.45%
QUEST DIAGNOSTICS INC    (COM) DGX 52,881,000 464,029 0.45%
AMERISOURCEBERGEN CORP    (COM) ABC 51,393,000 510,000 0.44%
BIOHAVEN PHARMACTL HLDG CO L    (COM) 50,960,000 697,038 0.43%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 49,741,000 171,337 0.42%
COGNEX CORP    (COM) CGNX 49,233,000 824,402 0.42%
EHEALTH INC    (COM) EHTH 49,186,000 500,671 0.42%
PROGRESSIVE CORP OHIO    (COM) PGR 48,720,000 608,167 0.42%
ACADIA PHARMACEUTICALS INC    (COM) ACAD 48,257,000 995,614 0.41%
AVANTOR INC    (COM) 45,621,000 2,683,601 0.39%
KEYSIGHT TECHNOLOGIES INC    (COM) KEYS 45,268,000 449,181 0.39%
DAVITA INC    (COM) DVA 45,110,000 570,000 0.38%
EVEREST RE GROUP LTD    (COM) RE 44,911,000 217,804 0.38%
IMMUNOVANT INC    (COM) 43,092,000 1,769,678 0.37%
OKTA INC    (CL A) 42,723,000 213,370 0.36%
LUMENTUM HLDGS INC    (COM) 41,640,000 511,363 0.35%
MEDTRONIC PLC    (SHS) MDT 41,369,000 451,132 0.35%
AMEDISYS INC    (COM) AMED 41,130,000 207,160 0.35%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 40,176,000 375,157 0.34%
MEDALLIA INC    (COM) 39,423,000 1,561,916 0.34%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 38,454,000 400,725 0.33%
PING IDENTITY HLDG CORP    (COM) 38,349,000 1,195,055 0.33%
SOLAREDGE TECHNOLOGIES INC    (COM) 38,230,000 275,475 0.33%
AXONICS MODULATION TECHNOLOG    (COM) 36,498,000 1,039,541 0.31%
SMARTSHEET INC    (COM CL A) 36,439,000 715,605 0.31%
CHEGG INC    (NOTE 0.250% 5/1) 36,238,000 629,793 0.31%
REINSURANCE GRP OF AMERICA I    (COM NEW) RGA 34,906,000 445,000 0.30%
OXFORD IMMUNOTEC GLOBAL PLC    (ORD SHS) OXFD 33,389,000 2,568,385 0.28%
S&P GLOBAL INC    (COM) SPGI 32,598,000 98,939 0.28%
T-MOBILE US INC    (COM) TMUS 31,671,000 304,090 0.27%
REVANCE THERAPEUTICS INC    (COM) RVNC 31,336,000 1,283,213 0.27%
CENTENE CORP DEL    (COM) CNC 30,909,000 486,368 0.26%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 30,416,000 83,943 0.26%
NUTANIX INC    (NOTE 1/1) 30,366,000 34,200,000 0.26%
FISERV INC    (COM) FISV 30,340,000 310,792 0.26%
ANALOG DEVICES INC    (COM) ADI 29,873,000 243,582 0.25%
ALEXION PHARMACEUTICALS INC    (COM) ALXN 29,744,000 265,000 0.25%
ENVISTA HOLDINGS CORPORATION    (COM) 29,476,000 1,397,625 0.25%
AMETEK INC    (COM) AME 28,300,000 316,656 0.24%
CSG SYS INTL INC    (NOTE 4.250% 3/1) 28,089,000 27,500,000 0.24%
ANTHEM INC    (COM) ANTM 27,905,000 106,110 0.24%
TELEFLEX INCORPORATED    (COM) TFX 27,710,000 76,130 0.23%
AIR TRANSPORT SERVICES GRP I    (NOTE 1.125%10/1) 27,707,000 29,115,000 0.23%
AGILENT TECHNOLOGIES INC    (COM) A 27,696,000 313,414 0.23%
ADDUS HOMECARE CORP    (COM) ADUS 27,165,000 293,488 0.23%
PINTEREST INC    (CL A) 26,862,000 1,211,618 0.23%
ICON PLC    (SHS) ICLR 25,753,000 152,871 0.22%
JAMES RIV GROUP LTD    (COM) JRVR 24,750,000 550,000 0.21%
TACTILE SYS TECHNOLOGY INC    (COM) 24,677,000 595,642 0.21%
US FOODS HLDG CORP    (COM) USFD 24,296,000 1,232,028 0.20%
AVADEL PHARMACEUTICALS PLC    (SPONSORED ADR) 24,070,000 2,978,915 0.20%
BIOMARIN PHARMACEUTICAL INC    (NOTE 1.500%10/1) 23,696,000 18,000,000 0.20%
FIRST AMERN FINL CORP    (COM) FAF 22,810,000 475,000 0.19%
DOLBY LABORATORIES INC    (COM CL A) DLB 22,611,000 343,265 0.19%
SS&C TECHNOLOGIES HLDGS INC    (COM) SSNC 22,562,000 399,468 0.19%
JOHNSON & JOHNSON    (COM) JNJ 22,410,000 159,352 0.19%
ALTRIA GROUP INC    (COM) MO 22,404,000 570,813 0.19%
COLFAX CORP    (COM) CFX 22,279,000 798,534 0.19%
RLI CORP    (COM) RLI 21,962,000 267,500 0.18%
Y-MABS THERAPEUTICS INC    (COM) 21,863,000 506,083 0.18%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 21,418,000 233,824 0.18%
CITIGROUP INC    (COM NEW) C 21,007,000 411,094 0.18%
MERCK & CO. INC    (COM) MRK 20,862,000 269,773 0.18%
MACQUARIE INFRASTRUCTURE COR    (NOTE 2.000%10/0) 20,385,000 23,500,000 0.17%
DEXCOM INC    (COM) DXCM 19,872,000 49,018 0.17%
TAYLOR MORRISON HOME CORP    (COM) TMHC 19,707,000 1,021,601 0.17%
SEATTLE GENETICS INC    (COM) SGEN 19,541,000 115,000 0.16%
EBAY INC.    (COM) EBAY 19,368,000 369,266 0.16%
BOOKING HOLDINGS INC    (COM) 18,904,000 11,872 0.16%
MONGODB INC    (CL A) 17,935,000 79,240 0.15%
GILEAD SCIENCES INC    (COM) GILD 17,312,000 225,000 0.14%
ATRICURE INC    (COM) ATRC 17,221,000 383,125 0.14%
BECTON DICKINSON & CO    (COM) BDX 16,355,000 68,352 0.14%
CREE INC    (COM) CREE 15,672,000 264,775 0.13%
BLACKLINE INC    (COM) 14,936,000 180,143 0.12%
AFLAC INC    (COM) AFL 14,772,000 410,000 0.12%
CHANGE HEALTHCARE INC    (UNIT 99/99/9999) 14,717,000 335,000 0.12%
NANOSTRING TECHNOLOGIES INC    (COM) NSTG 14,675,000 500,000 0.12%
BK OF AMERICA CORP    (COM) BAC 14,608,000 615,084 0.12%
SYNEOS HEALTH INC    (CL A) 14,237,000 244,410 0.12%
JPMORGAN CHASE & CO    (COM) JPM 14,179,000 150,741 0.12%
EXACT SCIENCES CORP    (NOTE 0.375% 3/1) 14,053,000 13,500,000 0.12%
MOHAWK INDS INC    (COM) MHK 13,790,000 135,513 0.11%
ALIGN TECHNOLOGY INC    (COM) ALGN 13,643,000 49,713 0.11%
ARCUTIS BIOTHERAPEUTICS INC    (COM) 13,608,000 450,000 0.11%
MICROCHIP TECHNOLOGY INC.    (NOTE 1.625% 2/1) 13,446,000 9,100,000 0.11%
SUMMIT THERAPEUTICS PLC    (SPONS ADS) 13,365,000 4,500,000 0.11%
ROCKWELL AUTOMATION INC    (COM) ROK 13,265,000 62,278 0.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 13,077,000 222,406 0.11%
PACIFIC BIOSCIENCES CALIF IN    (COM) PACB 12,938,000 3,750,000 0.11%
VEECO INSTRS INC DEL    (COM) VECO 12,891,000 955,604 0.11%
INSMED INC    (COM PAR $.01) INSM 12,678,000 460,350 0.10%
KULICKE & SOFFA INDS INC    (COM) KLIC 12,184,000 584,907 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 12,094,000 56,325 0.10%
SUPERNUS PHARMACEUTICALS INC    (NOTE 0.625% 4/0) 11,907,000 13,453,000 0.10%
CYTOKINETICS INC    (COM NEW) CYTK 11,785,000 500,000 0.10%
AFFILIATED MANAGERS GROUP IN    (COM) AMG 11,695,000 156,854 0.10%
ALNYLAM PHARMACEUTICALS INC    (COM) ALNY 11,108,000 75,000 0.09%
AMGEN INC    (COM) AMGN 11,105,000 47,081 0.09%
GLOBAL BLOOD THERAPEUTICS IN    (COM) 11,048,000 175,000 0.09%
SABRE CORP    (COM) SABR 11,015,000 1,366,611 0.09%
NEUROCRINE BIOSCIENCES INC    (COM) NBIX 10,965,000 89,878 0.09%
UNIQURE NV    (SHS) QURE 10,512,000 233,298 0.09%
VARIAN MED SYS INC    (COM) VAR 10,416,000 85,012 0.08%
TESLA INC    (COM) TSLA 10,347,000 9,582 0.08%
PROASSURANCE CORP    (COM) PRA 10,129,000 700,000 0.08%
MYOKARDIA INC    (COM) 9,912,000 102,585 0.08%
LIVEPERSON INC    (COM) LPSN 9,787,000 236,225 0.08%
MIRATI THERAPEUTICS INC    (COM) MRTX 9,704,000 85,000 0.08%
TE CONNECTIVITY LTD    (REG SHS) TEL 9,447,000 115,842 0.08%
ACCELERON PHARMA INC    (COM) XLRN 9,344,000 98,078 0.08%
REPLIMUNE GROUP INC    (COM) 9,319,000 375,000 0.08%
DECIPHERA PHARMACEUTICALS IN    (COM) 8,958,000 150,000 0.07%
HCA HEALTHCARE INC    (COM) HCA 8,596,000 88,562 0.07%
ON SEMICONDUCTOR CORP    (NOTE 1.625%10/1) 8,512,000 7,000,000 0.07%
BANDWIDTH INC    (COM CL A) 8,393,000 66,087 0.07%
TEXAS INSTRS INC    (COM) TXN 8,318,000 65,512 0.07%
APTOSE BIOSCIENCES INC    (COM NEW) APTO 8,064,000 1,277,916 0.06%
AGIOS PHARMACEUTICALS INC    (COM) AGIO 8,022,000 150,000 0.06%
MOMENTA PHARMACEUTICALS INC    (COM) MNTA 8,000,000 240,462 0.06%
PRINCIPIA BIOPHARMA INC    (COM) 7,804,000 130,524 0.06%
BELLUS HEALTH INC NEW    (COM NEW) 7,718,000 750,000 0.06%
ASCENDIS PHARMA A S    (SPONSORED ADR) 7,638,000 51,643 0.06%
TORONTO DOMINION BK ONT    (COM NEW) TD 7,487,000 138,514 0.06%
CANADIAN NAT RES LTD    (COM) CNQ 7,400,000 424,565 0.06%
MOLECULAR TEMPLATES INC    (COM) 7,038,000 510,353 0.06%
ATLASSIAN CORP PLC    (CL A) TEAM 6,849,000 37,993 0.05%
HEXCEL CORP NEW    (COM) HXL 6,759,000 149,472 0.05%
EMERSON ELEC CO    (COM) EMR 6,520,000 105,116 0.05%
PNC FINL SVCS GROUP INC    (COM) PNC 5,986,000 56,891 0.05%
BLACKSTONE GROUP INC    (COM CL A) 5,890,000 103,949 0.05%
SYSCO CORP    (COM) SYY 5,759,000 105,366 0.04%
ANGI HOMESERVICES INC    (COM CL A) 5,619,000 462,490 0.04%
1 2 Next >Full Portfolio View
Total Value As 2020-06-30: 11,582,751,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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