Polar Capital Holdings Plc
CIK 1837309
13F filing for Q2 2026・No. 227
- Holdings
- US$42.35B
- Quarter change
- +US$14.19B
- Entries
- 245
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
224 stocks worth US$35.21B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | — | 13,828,945 | US$2.77B | 7.86% |
| AMDAMDCOM | — | 2,843,290 | US$1.65B | 4.69% |
| MUMicronCOM | — | 1,220,456 | US$1.41B | 4.00% |
| SNDKSANDISK CORPCOM | — | 492,817 | US$1.12B | 3.18% |
| LRCXLAM RESEARCH CORPCOM NEW | — | 2,358,946 | US$1.02B | 2.90% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | — | 984,377 | US$949.92M | 2.70% |
| INTCINTEL CORPCOM | — | 6,711,403 | US$937.11M | 2.66% |
| KLACKLA CORPCOM NEW | — | 2,925,707 | US$882.72M | 2.51% |
| AVGOBroadcomCOM | — | 2,131,702 | US$805.25M | 2.29% |
| GLWCORNING INCCOM | — | 3,059,046 | US$781.37M | 2.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.