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| Polar Capital LLP
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| CRD # | 136133 |
| SEC # | 801-64644 |
| CIK # | 0001439303 |
| AUM | $29.1 B (2025-06-26) |
| Employees | 199 (29% Investors, 2% Brokers) |
| Phone | 011442072272700 |
| Address | 16 Palace Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.5 | ||
| Facebook Inc | 1.0 | ||
| Broadcom Inc | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Advanced Micro Devices Inc | 0.4 | ||
| Cloudflare Inc | 0.4 | ||
| Robinhood Markets Inc | 0.3 | ||
| Renaissancere Holdings Ltd | 0.3 | ||
| Spotify Technology Sa | 0.3 | ||
| Oracle Corp | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Polar Capital ICAV -- Polar Capital European Small Cap Fund | 2024-03-22 | 10.5 | |
| HF | Polar Capital Funds PLC -- Emerging Market Ex-China Stars Fund | 2023-06-27 | 1.2 | |
| HF | Polar Capital Funds PLC -- Smart Energy Fund | 2021-10-27 | 279.3 | |
| HF | Polar Capital Funds PLC -- Smart Mobility Fund | 2021-10-27 | 8.9 | |
| HF | Polar Capital Emerging Market Stars Trust | [2020-06-25] | 53.0 | 58.0 |
| HF | Polar Capital Funds PLC -- Healthcare Discovery Fund | 2020-03-02 | 9.3 | |
| HF | Polar Capital Funds PLC -- Biotechnology Fund | 2019-06-18 | 509.4 | |
| HF | Polar Capital Funds PLC -- Global Absolute Return Fund | 2019-02-13 | 202.3 | |
| HF | Polar Capital Funds PLC -- Asian Stars Fund | 2018-10-17 | 367.1 | |
| HF | Polar Capital Funds PLC -- China Stars Fund | 2018-10-17 | 9.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 28.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 0.8 |
| Total | 37 | 29.1 |
| By Discretionary | ||
| Discretionary | 37 | 29.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 29.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.9 | |
| United States Persons | 0.3 | |
| Total | 37 | 29.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Keyes | 152 | ||
| Ronan Daly | 179 | ||
| Robert Bovet | 77 | ||
| Gavin Rochussen | 11 | ||
| Juerg Schaeppi | 4 | ||
| Nicholas Farren | 3 | ||
| Samir Ayub | 3 | ||
| Charles Scott | 18 | ||
| Polar Capital LLP | 7 | ||
| Jeremy Parfit | 6 | ||
| James Cayzercolvin | 5 | ||
| John Mansell | 2 | ||
| Boura Cann | 2 | ||
| Jonathan Sharpe | 1 | ||
| Polar Capital Europe SAS | 1 | ||
| Wolf Mandtmerck | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001439303] | |
| 13F-NT | [0001439303] | |
| SC 13G | [0001439303] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
OC Investment Management LP
✚
|
FL | 31.4 |
|
Los Angeles Capital Management LLC
✚
|
CA | 31.3 |
|
Jacobs Levy Equity Management Inc
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NJ | 31.3 |
|
Franklin Templeton Investment Management Limited
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|
30.9 | |
|
Fulcrum Asset Management LLP
✚
|
29.0 | |
|
Graham Capital Management LP
✚
|
CT | 28.5 |
|
HBK Investments LP
✚
|
TX | 28.5 |
|
Moore Capital Management LP
✚
|
NY | 28.0 |
|
Linden Advisors LP
✚
|
NY | 27.3 |
|
Aristotle Pacific Capital LLC
✚
|
CA | 26.7 |