Polar Capital LLP

Search
⚲

Portfolios
Track firms over time with portfolios. Click on the ✚ to add to a portfolio.

Polar Capital LLP ✚
CRD #	136133
SEC #	801-64644
CIK #
AUM	$18.3 BB (100% Disc, 0% US)
Employees	139 (40% Investors, 0% Brokers)
Phone	011442072272700
Address	16 Palace Street London, SW1E 5JD
Source	IAPD Website

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	FB	491,090.0	314.4
	GOOG	817,370.0	303.5
	AAPL	843,560.0	281.7
	MSFT	865,660.0	271.4
	AMZN	820,610.0	172.6
	JNJ	369,000.0	171.4
	GOOGL	819,810.0	160.8
	ANTM	76,070.0	160.5
	CB	61,150.0	159.1
	MKL	13,440.0	138.4
View All

Holdings by Sector ($BB)

[{"dt": "2014-02-11", "sector": "Basic Industries", "value": 0.01337}, {"dt": "2014-02-11", "sector": "Capital Goods", "value": 0.208984}, {"dt": "2014-02-11", "sector": "Consumer Durables", "value": 0.033106}, {"dt": "2014-02-11", "sector": "Consumer Non-Durables", "value": 0.170025}, {"dt": "2014-02-11", "sector": "Consumer Services", "value": 0.211381}, {"dt": "2014-02-11", "sector": "Energy", "value": 0.062791}, {"dt": "2014-02-11", "sector": "Exchange-Traded Fund", "value": 0.009333}, {"dt": "2014-02-11", "sector": "Finance", "value": 0.622695}, {"dt": "2014-02-11", "sector": "Health Care", "value": 0.509337}, {"dt": "2014-02-11", "sector": "Miscellaneous", "value": 0.220338}, {"dt": "2014-02-11", "sector": "n/a", "value": 0.007653}, {"dt": "2014-02-11", "sector": "Public Utilities", "value": 0.035318}, {"dt": "2014-02-11", "sector": "Technology", "value": 0.837341}, {"dt": "2014-02-11", "sector": "Transportation", "value": 0.041914}, {"dt": "2015-02-17", "sector": "Basic Industries", "value": 0.010759}, {"dt": "2015-02-17", "sector": "Capital Goods", "value": 0.18182}, {"dt": "2015-02-17", "sector": "Consumer Durables", "value": 0.044347}, {"dt": "2015-02-17", "sector": "Consumer Non-Durables", "value": 0.198578}, {"dt": "2015-02-17", "sector": "Consumer Services", "value": 0.278493}, {"dt": "2015-02-17", "sector": "Energy", "value": 0.039956}, {"dt": "2015-02-17", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2015-02-17", "sector": "Finance", "value": 0.76771}, {"dt": "2015-02-17", "sector": "Health Care", "value": 0.754385}, {"dt": "2015-02-17", "sector": "Miscellaneous", "value": 0.298449}, {"dt": "2015-02-17", "sector": "n/a", "value": 0.022258}, {"dt": "2015-02-17", "sector": "Public Utilities", "value": 0}, {"dt": "2015-02-17", "sector": "Technology", "value": 1.244256}, {"dt": "2015-02-17", "sector": "Transportation", "value": 0.040553}, {"dt": "2016-02-16", "sector": "Basic Industries", "value": 0.017774}, {"dt": "2016-02-16", "sector": "Capital Goods", "value": 0.103711}, {"dt": "2016-02-16", "sector": "Consumer Durables", "value": 0.022441}, {"dt": "2016-02-16", "sector": "Consumer Non-Durables", "value": 0.122267}, {"dt": "2016-02-16", "sector": "Consumer Services", "value": 0.256884}, {"dt": "2016-02-16", "sector": "Energy", "value": 0.063603}, {"dt": "2016-02-16", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2016-02-16", "sector": "Finance", "value": 0.786329}, {"dt": "2016-02-16", "sector": "Health Care", "value": 1.258579}, {"dt": "2016-02-16", "sector": "Miscellaneous", "value": 0.368328}, {"dt": "2016-02-16", "sector": "n/a", "value": 0.029717}, {"dt": "2016-02-16", "sector": "Public Utilities", "value": 0.00169}, {"dt": "2016-02-16", "sector": "Technology", "value": 1.554085}, {"dt": "2016-02-16", "sector": "Transportation", "value": 0}, {"dt": "2017-02-14", "sector": "Basic Industries", "value": 0.038763}, {"dt": "2017-02-14", "sector": "Capital Goods", "value": 0.148728}, {"dt": "2017-02-14", "sector": "Consumer Durables", "value": 0.059132}, {"dt": "2017-02-14", "sector": "Consumer Non-Durables", "value": 0.120953}, {"dt": "2017-02-14", "sector": "Consumer Services", "value": 0.196851}, {"dt": "2017-02-14", "sector": "Energy", "value": 0.165765}, {"dt": "2017-02-14", "sector": "Exchange-Traded Fund", "value": 0.292968}, {"dt": "2017-02-14", "sector": "Finance", "value": 1.12229}, {"dt": "2017-02-14", "sector": "Health Care", "value": 1.157939}, {"dt": "2017-02-14", "sector": "Miscellaneous", "value": 0.276043}, {"dt": "2017-02-14", "sector": "n/a", "value": 0.041947}, {"dt": "2017-02-14", "sector": "Public Utilities", "value": 0.027701}, {"dt": "2017-02-14", "sector": "Technology", "value": 1.890525}, {"dt": "2017-02-14", "sector": "Transportation", "value": 0.062907}, {"dt": "2018-02-14", "sector": "Basic Industries", "value": 0.042329}, {"dt": "2018-02-14", "sector": "Capital Goods", "value": 0.313069}, {"dt": "2018-02-14", "sector": "Consumer Durables", "value": 0.171952}, {"dt": "2018-02-14", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2018-02-14", "sector": "Consumer Services", "value": 0.418031}, {"dt": "2018-02-14", "sector": "Energy", "value": 0.155554}, {"dt": "2018-02-14", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2018-02-14", "sector": "Finance", "value": 1.680347}, {"dt": "2018-02-14", "sector": "Health Care", "value": 1.84427}, {"dt": "2018-02-14", "sector": "Miscellaneous", "value": 0.464165}, {"dt": "2018-02-14", "sector": "n/a", "value": 0.049446}, {"dt": "2018-02-14", "sector": "Public Utilities", "value": 0}, {"dt": "2018-02-14", "sector": "Technology", "value": 2.923874}, {"dt": "2018-02-14", "sector": "Transportation", "value": 0.19134}]

Type	Private Fund	Form D	Sold ($MM)	AUM ($MM)
HF	Polar Capital European Forager Fund Limited	2012-07-17	170.3	414.9
HF	Polar Capital ALVA Global Convertible Fund Limited	2010-11-05	0.6	69.9
HF	Polar Capital European Market Neutral Fund Limited	2010-06-24	0.0	25.7
HF	Polar Capital China Mercury Fund Limited			7.6
HF	Polar Capital European Conviction Fund Limited			31.3
HF	Polar Capital Funds PLC -- Asian Opportunities Fund			28.9
HF	Polar Capital Funds PLC -- Asian Stars Fund			6.2
HF	Polar Capital Funds PLC -- Automation and Artificial Intelligence Fund			378.0
HF	Polar Capital Funds PLC -- Biotechnology Fund			509.4
HF	Polar Capital Funds PLC -- Biotechnology Fund			509.4
View All

Fund Directors	# Filings	# Firms
James Keyes	60	28
Ronan Daly	99	19
Robert Bovet	43	5
Juerg Schaeppi	2	2
Charles Scott	3	1
Jeremy Parfit	3	1
James Cayzercolvin	3	1
Polar Capital LLP	2	1
Jonathan Sharpe	1	1
Wolf Mandtmerck	1	1

Comparable Firms	State	AUM ($BB)
International Value Advisers LLC ✚	NY	19.1
QS Investors LLC ✚	NY	19.1
Varde Management LP ✚	MN	19.0
Comac Capital LLP ✚		19.0
Tilden Park Capital Management LP ✚	NY	18.8
Winton Capital Management Ltd ✚		18.6
Sound Point Capital Management LP ✚	NY	18.4
Investec Asset Management North America Inc IAM NA ✚	NY	17.5
Carillon Tower Advisers Inc ✚	FL	17.5
KLS Diversified Asset Management LP ✚	NY	17.4

Polar Capital LLP

Assets, Funds, Holdings