SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Polar Capital LLP

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

Reported Value
$10.8B
Q1 2019
Positions
266
Filings on Record
9
2019–present window
Filed
May 15, 2019
original filing

Summary

Polar Capital Llp reported $10.8B in U.S.-listed holdings across 266 positions for Q1 2019.

Its largest position, MSFT, represents 3.9% of the portfolio.

Compared with Q4 2018, the fund opened 45 new positions and exited 32.

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: 82.7%Other: 11.8%ADR: 2.8%US DOMESTIC: 1.8%Closed-End Fund: 0.5%Other: 0.3%
  • Common Stock · 82.7% · $8.9B
  • Other · 11.8% · $1.3B
  • ADR · 2.8% · $302M
  • US DOMESTIC · 1.8% · $195M
  • Closed-End Fund · 0.5% · $58M
  • Other · 0.3% · $34M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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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 ↗.