Dark
Light
System
Institutional Investment Manager
Polar Capital LLP
Polar Capital LLP (CIK: 0001439303), located at 16 Palace Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 266 holdings with a total value of $4,701,611,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ALKERMES PLC SHS 346,227 17,426,000 0.37%
102 MCKESSON CORP 91,003 16,946,000 0.36%
103 ALEXION PHARMACEUTIC 107,277 16,762,000 0.36%
104 COOPER COS INC 121,881 16,519,000 0.35%
105 SYNAPTICS INC 177,687 16,106,000 0.34%
106 BOOZ ALLEN HAMILTON HLDG COR 751,456 15,961,000 0.34%
107 Receptos Inc 367,411 15,652,000 0.33%
108 ADOBE INC 212,368 15,366,000 0.33%
109 ATRICURE INC 817,195 15,019,000 0.32%
110 MERCADOLIBRE INC 157,469 15,011,000 0.32%
111 BROWN & BROWN INC COM 488,000 14,986,000 0.32%
112 Ultimate Software Group Inc 107,887 14,907,000 0.32%
113 WILLIS TOWERS WATSON PLC 341,000 14,765,000 0.31%
114 WR BERKLEY 316,500 14,657,000 0.31%
115 YAHOO INC 414,648 14,564,000 0.31%
116 VALIDUS HOLDINGS LTD 380,000 14,531,000 0.31%
117 OPENTABLE INC 139,314 14,433,000 0.31%
118 CHECK POINT SOFTWARE TECH LT 213,596 14,317,000 0.30%
119 OLD REP INTL CORP 852,500 14,100,000 0.30%
120 MEMORIAL RESOURCE DEV CORP 566,370 13,797,000 0.29%
121 THIRD PT REINS LTD 900,000 13,734,000 0.29%
122 STRATASYS LTD 120,905 13,726,000 0.29%
123 SALIX PHARMACEUTICALS INC 110,655 13,649,000 0.29%
124 BITAUTO HLDGS LIMITED SPONSORED ADS 278,058 13,541,000 0.29%
125 MASTERCARD INCORPORATED 183,804 13,503,000 0.29%
126 ITAU UNIBANCO HLDG SA 931,000 13,388,000 0.28%
127 MONSANTO CO NEW 103,650 12,928,000 0.27%
128 TEXAS INSTRS INC 269,838 12,896,000 0.27%
129 FIRST AMERN FINL CORP 457,894 12,725,000 0.27%
130 NETSCOUT SYS INC 286,151 12,688,000 0.27%
131 CORNING INC 577,121 12,665,000 0.27%
132 COGNEX CORP 329,008 12,625,000 0.27%
133 AXIS CAPITAL HOLDINGS LTD 281,000 12,443,000 0.26%
134 ALLOT COMMUNICATIONS LTD 952,325 12,423,000 0.26%
135 Chubb Corporation 132,500 12,213,000 0.26%
136 RADWARE LTD 709,005 11,977,000 0.25%
137 CREE INC 238,082 11,892,000 0.25%
138 ATHENA HEALTH INC. 94,444 11,818,000 0.25%
139 AFLAC INC 187,500 11,672,000 0.25%
140 HERITAGE INS HLDGS INC COM 750,000 11,408,000 0.24%
141 NVIDIA CORPORATION 612,255 11,348,000 0.24%
142 CAVIUM INC 222,679 11,058,000 0.24%
143 TRAVELERS COMPANIES INC 117,500 11,053,000 0.24%
144 Vocera Communications Inc 827,716 10,923,000 0.23%
145 COGNIZANT TECHNOLOGY SOLUTIO 221,476 10,831,000 0.23%
146 ILLUMINA INC 59,923 10,699,000 0.23%
147 PORTOLA PHARMACEUTICALS INC 364,546 10,637,000 0.23%
148 HCC INSURANCE HOLDINGS INC 212,500 10,400,000 0.22%
149 TENET HEALTHCARE CORP 215,907 10,135,000 0.22%
150 INFINERA CORPORATION COM 1,096,926 10,092,000 0.21%
Page 3 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001347, filed 2014.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.