SEC 13F Intelligence

Managers / Q3 2020

Polar Capital LLP

CIK 0001439303 · 16 PALACE STREET, LONDON, X0, SW1E 5JD · 02072272758

Reported Value
$13.5B
Q3 2020
Positions
298
includes revealed positions
Filings on Record
9
2019–present window
Filed
Nov 16, 2020
original filing

Summary

Polar Capital Llp reported $13.5B in U.S.-listed holdings across 298 positions for Q3 2020.

Its largest position, MSFT, represents 5.5% of the portfolio.

Compared with Q2 2020, the fund opened 61 new positions and exited 44.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $9.4BQ4 ’18Q1 ’19: $10.8BQ1 ’19Q2 ’19: $11.4BQ2 ’19Q3 ’19: $11.1BQ3 ’19Q4 ’19: $11.5BQ4 ’19Q1 ’20: $9.3BQ1 ’20Q2 ’20: $11.6BQ2 ’20Q3 ’20: $13.5BQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 83.5%Other: 11.0%ADR: 3.6%US DOMESTIC: 1.6%PUBLIC: 0.1%Other: 0.2%
  • Common Stock · 83.5% · $11.2B
  • Other · 11.0% · $1.5B
  • ADR · 3.6% · $485M
  • US DOMESTIC · 1.6% · $212M
  • PUBLIC · 0.1% · $18M
  • Other · 0.2% · $22M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020REVEALED

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020REVEALED$13.5B298Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$11.6B280Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$9.3B289May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$11.5B282Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$11.1B280Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$11.4B282Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$10.8B266May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$9.4B257Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.