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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 (2015Q2)
Portfolio Summary: 283 holdings with a total value of $5,197,486,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 TEXAS INSTRS INC 324,258 16,699,000 0.32%
102 LOGMEIN INC 257,775 16,618,000 0.32%
103 MOHAWK INDS 86,101 16,437,000 0.32%
104 TWITTER INC 452,364 16,387,000 0.32%
105 VERINT SYS INC 264,127 16,042,000 0.31%
106 Intuit Inc 77,378 15,990,000 0.31%
107 ILLUMINA INC 71,665 15,644,000 0.30%
108 PALO ALTO NETWORKS INC 89,127 15,565,000 0.30%
109 AUTONATION INC 245,991 15,493,000 0.30%
110 DEMANDWARE INC 217,794 15,480,000 0.30%
111 RADWARE LTD 696,518 15,454,000 0.30%
112 HCC INSURANCE HOLDINGS INC 197,000 15,137,000 0.29%
113 HARMAN INTL INDS INC 126,969 15,101,000 0.29%
114 Royal Gold Inc 1,397,413 14,449,000 0.28%
115 ANSYS 155,637 14,200,000 0.27%
116 IAC INTERACTIVECORP 176,683 14,075,000 0.27%
117 BERKLEY W R CORP 271,000 14,073,000 0.27%
118 THIRD PT REINS LTD 935,000 13,791,000 0.27%
119 BROWN & BROWN INC 418,500 13,752,000 0.26%
120 CRITEO S A 283,712 13,520,000 0.26%
121 PROTO LABS INC COM 199,081 13,433,000 0.26%
122 ADOBE INC 165,014 13,368,000 0.26%
123 Chubb Corporation 140,000 13,320,000 0.26%
124 QLIK TECHNOLOGIES INC COM 376,307 13,154,000 0.25%
125 AXIS CAPITAL HOLDINGS LTD 246,000 13,129,000 0.25%
126 INTEGRATED DEVICE TECHNOLOGY 596,601 12,943,000 0.25%
127 RENAISSANCERE HOLDINGS LTD 127,500 12,943,000 0.25%
128 NETEASE INC 86,992 12,599,000 0.24%
129 MERCK & CO INC 220,000 12,518,000 0.24%
130 MICRON TECHNOLOGY INC 656,635 12,371,000 0.24%
131 RALPH LAUREN CORP 91,686 12,136,000 0.23%
132 Oxford Immunotec Global PLC 872,989 12,089,000 0.23%
133 VASCO DATA SEC INTL INC 391,771 11,822,000 0.23%
134 F5 NETWORKS INC 98,114 11,806,000 0.23%
135 WILLIS TOWERS WATSON PLC 250,000 11,725,000 0.23%
136 UNIVERSAL DISPLAY CORP 221,741 11,471,000 0.22%
137 TEVA PHARMACEUTICAL INDS LTD 191,000 11,290,000 0.22%
138 HERITAGE INS HLDGS INC COM 480,000 11,035,000 0.21%
139 TRAVELERS COMPANIES INC 110,500 10,681,000 0.21%
140 BRISTOL MYERS SQUIBB CO 160,000 10,640,000 0.20%
141 WESTERN DIGITAL CORP 133,582 10,476,000 0.20%
142 SILICON MOTION TECHN 301,271 10,426,000 0.20%
143 UBS GROUP AG 498,612 10,353,000 0.20%
144 CAVIUM INC 150,032 10,324,000 0.20%
145 BARD C R INC 60,000 10,242,000 0.20%
146 COGNEX CORP 212,839 10,236,000 0.20%
147 AFLAC INC 162,500 10,108,000 0.19%
148 WELLCARE HEALTH PLANS INC 119,071 10,101,000 0.19%
149 ARISTA NETWORKS INC 122,882 10,042,000 0.19%
150 Intersect ENT Inc 344,578 9,865,000 0.19%
Page 3 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001568, filed 2015.08.14).

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.