SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Polar Capital LLP

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

Reported Value
$11.4B
Q2 2019
Positions
282
Filings on Record
9
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Polar Capital Llp reported $11.4B in U.S.-listed holdings across 282 positions for Q2 2019.

Its largest position, MSFT, represents 4.4% of the portfolio.

Compared with Q1 2019, the fund opened 57 new positions and exited 41.

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: 82.6%Other: 12.2%ADR: 2.4%US DOMESTIC: 2.2%Royalty Trst: 0.4%Other: 0.1%
  • Common Stock · 82.6% · $9.4B
  • Other · 12.2% · $1.4B
  • ADR · 2.4% · $277M
  • US DOMESTIC · 2.2% · $255M
  • Royalty Trst · 0.4% · $46M
  • Other · 0.1% · $11M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 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 ↗.