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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 (2016Q4)
Portfolio Summary: 255 holdings with a total value of $6,264,861,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 PEGASYSTEMS INC 591,214 21,270,000 0.34%
102 TASER INTL INC 875,240 21,216,000 0.34%
103 EXPEDIA INC DEL 186,769 21,157,000 0.34%
104 TEXAS INSTRS INC 279,085 20,365,000 0.33%
105 FIVE9 INC 1,395,671 19,805,000 0.32%
106 DEXCOM INC 331,598 19,796,000 0.32%
107 NVIDIA CORPORATION 185,216 19,769,000 0.32%
108 CIGNA CORPORATION 147,055 19,616,000 0.31%
109 MEDIDATA SOLUTIONS INC 393,592 19,548,000 0.31%
110 ACTIVISION BLIZZARD INC 532,593 19,232,000 0.31%
111 RINGCENTRAL INC 900,433 18,549,000 0.30%
112 JOHNSON & JOHNSON 160,000 18,438,000 0.29%
113 PROASSURANCE CORP COM 326,500 18,349,000 0.29%
114 SERVICENOW INC 246,733 18,344,000 0.29%
115 UNIVERSAL DISPLAY CORP 315,155 17,743,000 0.28%
116 TALEND S A 793,380 17,613,000 0.28%
117 HAEMONETICS CORP MASS COM 424,024 17,046,000 0.27%
118 PROGRESSIVE CORP OHIO 479,000 17,005,000 0.27%
119 TRIPADVISOR INC 365,000 16,925,000 0.27% Call
120 TWITTER INC 1,032,500 16,830,000 0.27% Call
121 LAM RESEARCH CORP 158,704 16,780,000 0.27%
122 BAIDU INC 101,318 16,657,000 0.27%
123 AXIS CAPITAL HOLDINGS LTD 254,100 16,585,000 0.26%
124 AMEDISYS INC COM 386,696 16,484,000 0.26%
125 FREEPORT-MCMORAN INC 1,225,489 16,205,000 0.26%
126 AGILENT TECHNOLOGIES INC 351,000 15,992,000 0.26%
127 CISCO SYS INC 523,745 15,834,000 0.25%
128 ARIAD PHARMACEUTICALS ORD (NMS) 1,235,000 15,363,000 0.25%
129 AKAMAI TECHNOLOGIES INC 223,856 14,927,000 0.24%
130 SCHWAB CHARLES CORP 367,510 14,506,000 0.23%
131 LAZARD LTD 352,676 14,491,000 0.23%
132 RLI CORP 224,000 14,141,000 0.23%
133 AFLAC INC 201,000 13,990,000 0.22%
134 ACCELERON PHARMA INC 537,588 13,719,000 0.22%
135 NIMBLE STORAGE INC 1,694,146 13,418,000 0.21%
136 EVERBRIDGE INC 717,169 13,226,000 0.21%
137 SILICON MOTION TECHN 308,096 13,088,000 0.21%
138 HERITAGE INS HLDGS INC COM 829,000 12,990,000 0.21%
139 DYNEGY INC NEW DEL UNIT 07/01/20191 208,300 12,967,000 0.21%
140 PALO ALTO NETWORKS INC 102,362 12,800,000 0.20%
141 GLOBANT S A 374,282 12,482,000 0.20%
142 BOX INC 900,210 12,473,000 0.20%
143 ALIGN TECHNOLOGY INC 121,947 11,723,000 0.19%
144 REGENERON PHARMACEUTICALS 31,250 11,472,000 0.18%
145 TEVA PHARMACEUTICAL INDS LTD 315,000 11,421,000 0.18%
146 WELLS FARGO & CO NEW 206,268 11,369,000 0.18%
147 INTERCEPT PHARMACEUTICALS IN 12,000,000 10,747,000 0.17%
148 MASTERCARD INCORPORATED 102,409 10,577,000 0.17%
149 SYNCHRONY FINL 291,131 10,559,000 0.17%
150 NXSTAGE MED INC COM 400,000 10,484,000 0.17%
Page 3 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000641, filed 2017.02.14).

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.