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 (2015Q1)
Portfolio Summary: 283 holdings with a total value of $5,289,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 MARSH & MCLENNAN COS INC 610,000 34,215,000 0.65%
52 ALLERGAN PLC 114,000 33,929,000 0.64%
53 TEVA PHARMACEUTICAL INDS LTD 520,000 32,396,000 0.61%
54 AMAZON COM INC 86,900 32,335,000 0.61%
55 RED HAT INC 409,945 31,053,000 0.59%
56 TWITTER INC 611,053 30,602,000 0.58%
57 ENVISION HEALTHCARE HLDGS INC 790,000 30,295,000 0.57%
58 BERKSHIRE HATHAWAY INC DEL 200,000 28,864,000 0.55%
59 EDWARDS LIFESCIENCES CORP 200,000 28,492,000 0.54%
60 ALLEGHANY CORP 58,000 28,246,000 0.53%
61 AKAMAI TECHNOLOGIES INC 397,047 28,205,000 0.53%
62 COOPER COS INC 150,000 28,113,000 0.53%
63 Intuit Inc 110,803 27,701,000 0.52%
64 F5 NETWORKS INC 239,929 27,577,000 0.52%
65 ACADIA COMPANY COM 383,973 27,492,000 0.52%
66 NXP SEMICONDUCTORS N V 270,397 27,136,000 0.51%
67 DYNAVAX TECHNOLOGIES CORP 1,208,484 27,106,000 0.51%
68 SALESFORCE COM INC 392,267 26,215,000 0.50%
69 SPECTRANETICS CORP 738,950 25,686,000 0.49%
70 AMSURG CORP 411,000 25,284,000 0.48%
71 PROOFPOINT INC 424,007 25,099,000 0.47%
72 JAZZ PHARMACEUTICALS PLC 142,059 24,546,000 0.46%
73 ALIBABA GROUP HLDG LTD 284,076 23,645,000 0.45%
74 VALEANT PHARMACEUTICALS INTL 118,350 23,507,000 0.44%
75 LAM RESEARCH CORP 332,848 23,376,000 0.44%
76 REVANCE THERAPEUTICS INC COM 1,107,272 22,954,000 0.43%
77 SPLUNK INC 373,808 22,129,000 0.42%
78 QUINTILES IMS HOLDINGS INC 330,000 22,099,000 0.42%
79 PORTOLA PHARMACEUTICALS INC 567,647 21,548,000 0.41%
80 TRIPADVISOR INC 255,697 21,266,000 0.40%
81 NIMBLE STORAGE INC 938,519 20,942,000 0.40%
82 SYNAPTICS INC 253,381 20,597,000 0.39%
83 AUTONATION INC 318,086 20,462,000 0.39%
84 REINSURANCE GROUP AMER INC 219,328 20,439,000 0.39%
85 ULTRAGENYX PHARMACEUTICAL INC COM 325,528 20,212,000 0.38%
86 WESTERN DIGITAL CORP 220,354 20,051,000 0.38%
87 UNITED TECHNOLOGIES CORP 170,377 19,968,000 0.38%
88 MEDIDATA SOLUTIONS INC 406,223 19,919,000 0.38%
89 VMWARE INC 242,841 19,917,000 0.38%
90 UNIVERSAL HLTH SVCS INC 160,055 18,840,000 0.36%
91 ENDOLOGIX INC 1,101,000 18,793,000 0.36%
92 ILLUMINA INC 100,615 18,678,000 0.35%
93 SUNCOR ENERGY INC NEW 564,292 18,631,000 0.35%
94 HOLOGIC INC 563,133 18,597,000 0.35%
95 RADWARE LTD 874,778 18,286,000 0.35%
96 MASTERCARD INCORPORATED 205,671 17,770,000 0.34%
97 INTUITIVE SURGICAL INC 35,000 17,676,000 0.33%
98 PROASSURANCE CORP COM 380,000 17,446,000 0.33%
99 CAVIUM INC 246,061 17,425,000 0.33%
100 CHECK POINT SOFTWARE TECH LT 201,857 16,546,000 0.31%
Page 2 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001137, filed 2015.05.15).

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.