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| Polar Capital LLP
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|---|---|
| CRD # | 136133 |
| SEC # | 801-64644 |
| CIK # | 0001439303 |
| AUM | 43.26 B (2026-06-25) |
| Employees | 196 (29% Investors, 2% Brokers) |
| Phone | 011442072272700 |
| Address | 16 Palace Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 2.6 | ||
| Apple Inc | 2.1 | ||
| Nvidia Corp | 2.1 | ||
| Microsoft Corp | 1.6 | ||
| Broadcom Inc | 0.9 | ||
| Advanced Micro Devices Inc | 0.7 | ||
| Facebook Inc | 0.6 | ||
| Sandisk Corp | 0.6 | ||
| Lumentum Holdings Inc | 0.5 | ||
| II-VI Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Polar Capital ICAV -- Polar Capital European Small Cap Fund | 2024-03-22 | 12.5 M | |
| HF | Polar Capital Funds PLC -- Emerging Market Ex-China Stars Fund | 2023-06-27 | 1.2 M | |
| HF | Polar Capital Funds PLC -- Smart Energy Fund | 2021-10-27 | 279.3 M | |
| HF | Polar Capital Funds PLC -- Smart Mobility Fund | 2021-10-27 | 8.9 M | |
| HF | Polar Capital Emerging Market Stars Trust | [2020-06-25] | 53.0 M | 70.0 M |
| Filed 2025-07-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Polar Capital Funds PLC -- Healthcare Discovery Fund | 2020-03-02 | 9.3 M | |
| HF | Polar Capital Funds PLC -- Biotechnology Fund | 2019-06-18 | 509.4 M | |
| HF | Polar Capital Funds PLC -- Global Absolute Return Fund | 2019-02-13 | 202.3 M | |
| HF | Polar Capital Funds PLC -- Asian Stars Fund | 2018-10-17 | 427.0 M | |
| HF | Polar Capital Funds PLC -- China Stars Fund | 2018-10-17 | 9.9 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 42.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 0.9 |
| Total | 34 | 43.3 |
| By Discretionary | ||
| Discretionary | 34 | 43.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 43.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 42.7 | |
| United States Persons | 0.5 | |
| Total | 34 | 43.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Keyes | Director | 153 | 31 | |
| Ronan Daly | Director | 180 | 23 | |
| Robert Bovet | Director | 78 | 8 | |
| Gavin Rochussen | Executive Officer | 11 | 3 | |
| Juerg Schaeppi | Director | 4 | 3 | |
| Samir Ayub | Executive Officer | 3 | 3 | |
| Nicholas Farren | Executive Officer | 3 | 3 | |
| Charles Scott | Director | 18 | 2 | |
| Polar Capital Llp | Promoter | 7 | 2 | |
| Jeremy Parfit | Director | 6 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001439303] | |
| 13F-NT | [0001439303] | |
| SC 13G | [0001439303] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $7.0B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 4YW3JKTZ3K1II2GVCK15 |
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