-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, PChxgTsT7HyODGKJfiXyKr29Qwkxxe5x1Q82zISgLVGhhJE9+GZGEn2bHLNOPlRR dqs+YIg99WdfhfeImZWVQQ== 0000910662-09-000253.txt : 20090515 0000910662-09-000253.hdr.sgml : 20090515 20090515141725 ACCESSION NUMBER: 0000910662-09-000253 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090515 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Polar Capital LLP CENTRAL INDEX KEY: 0001439303 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13167 FILM NUMBER: 09831611 BUSINESS ADDRESS: STREET 1: 4 MATTHEW PARKER STREET CITY: LONDON STATE: X0 ZIP: E14 9NY BUSINESS PHONE: 02072272758 MAIL ADDRESS: STREET 1: 4 MATTHEW PARKER STREET CITY: LONDON STATE: X0 ZIP: E14 9NY 13F-HR 1 form13f1q2009.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 -------------- Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Polar Capital LLP ---------------------------- Address: 4 Matthew Parker Street ---------------------------- London SW1H 9NP ---------------------------- England ---------------------------- Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Compliance Administrator: Name: Boura Tomlinson ---------------------------- Title: Head of Legal and Compliance ---------------------------- Phone: +44 (0) 20 7227 2758 ---------------------------- Signature, Place, and Date of Signing: /s/ Boura Tomlinson - ------------------- [Signature] London, England - --------------- [City, State] May 15, 2009 - ------------ [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE REPORT SUMMARY: Number of Other Included Managers: 0 - -------------------------------------------------------------------------------- Form 13F Information Table Entry Total: 102 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $325,854 (thousands) - -------------------------------------------------------------------------------- FORM 13F INFORMATION TABLE
VOTING AUTHORITY NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/ SH/PRN PUT/ INVESTMENT OTHER SOLE SHARED NONE - -------------- --------- ----- ----- ------- ------ ---- ---------- ------ ---- ------ ---- CLASS (x$1000) PRN AMT CALL DISCRETION MANAGERS ----- -------- ------- ---- ---------- -------- NASDAQ ISHARES TR BIOTECH INDX 464287556 133 2000 SH SOLE 2000 OYO GEOSPACE CORP COM 671074102 90 6900 SH SOLE 6900 ELECTRONIC ARTS INC COM 285512109 266 14600 SH SOLE 14600 AMDOCS LTD ORD G02602103 274 14800 SH SOLE 14800 SYNOPSYS INC COM 871607107 337 16250 SH SOLE 16250 VOCUS INC COM 92858J108 225 16950 SH SOLE 16950 UNIBANCO-UNIAO DE BANCOS BRA ADR REP UNITS 90458E107 1075 17000 SH SOLE 17000 TESSERA TECHNOLOGIES INC COM 88164L100 230 17200 SH SOLE 17200 CAVIUM NETWORKS INC COM 14965A101 233 20150 SH SOLE 20150 AMERICA MOVIL SAB SPON ADR L DE CV SHS 02364W105 596 22000 SH SOLE 22000 MONSANTO CO COM 61166W101 1978 23800 SH SOLE 23800 STANDARD MICROSYSTEMS CORP COM 853626109 465 25000 SH SOLE 25000 FIRST SOLAR INC COM 336433107 4078 30730 SH SOLE 30730 AMAZON.COM INC COM 023135106 2354 32050 SH SOLE 32050 CEPHALON INC COM 156708109 2595 38100 SH SOLE 38100 VERTEX PHARMACEUTICALS INC COM 92532F100 1140 39676 SH SOLE 39676 BANCOLOMBIA S.A. SPON ADR PREF 05968L102 812 41700 SH SOLE 41700 GOOGLE INC CL A 38259P508 17681 50800 SH SOLE 50800 ALEXION PHARMACEUTICALS INC COM 015351109 2026 53800 SH SOLE 53800 O2MICRO INTERNATIONAL SPONS ADR 67107W100 188 55000 SH SOLE 55000 NETLOGIC MICROSYSTEMS INC COM 64118B100 1536 55900 SH SOLE 55900 CIENA CORP COM NEW 171779309 442 56850 SH SOLE 56850 DAVITA INC COM 23918K108 2549 58000 SH SOLE 58000 STRYKER CORP COM 863667101 2179 64000 SH SOLE 64000 MEDCO HEALTH SOLUTIONS INC COM 58405U102 2687 64990 SH SOLE 64990 AMGEN INC COM 031162100 3219 65000 SH SOLE 65000 CELGENE CORP COM 151020104 2886 65000 SH SOLE 65000 LAM RESEARCH CORP COM 512807108 1480 65000 SH SOLE 65000 ABBOTT LABORATORIES COM 002824100 3244 68000 SH SOLE 68000 COSTAR GROUP INC COM 22160N109 2078 68700 SH SOLE 68700 VMWARE INC CL A COM 928563402 1627 68900 SH SOLE 68900 TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 860 70000 SH SOLE 70000 SUPERTEX INC COM 868532102 1620 70149 SH SOLE 70149 GILEAD SCIENCES INC COM 375558103 3266 70500 SH SOLE 70500 SYNAPTICS INC COM 87157D109 2091 78150 SH SOLE 78150 FORRESTER RESEARCH INC COM 346563109 1645 80000 SH SOLE 80000 CARDIONET INC COM 14159L103 2276 81100 SH SOLE 81100 CHECK POINT SOFTWARE TECH COM 162825103 1830 82390 SH SOLE 82390 MCAFEE INC COM 579064106 2764 82500 SH SOLE 82500 ULTIMATE SOFTWARE GROUP INC COM 90385D107 1500 86926 SH SOLE 86926 CIA PARANAENSE ENER SPON ADR PFD 20441B407 907 87000 SH SOLE 87000 NICE SYSTEMS LTD SPON ADR 653656108 2167 87153 SH SOLE 87153 OPTIMER PHARMACEUTICALS INC COM 68401H104 1177 89141 SH SOLE 89141 AMERICAN TOWER CORP CL A 029912201 2739 90000 SH SOLE 90000 COVIDIEN LTD COM g2552x108 2992 90000 SH SOLE 90000 APPLIED MATERIALS INC COM 038222105 1075 100000 SH SOLE 100000 LATTICE SEMICONDUCTOR CORP COM 518415104 138 100000 SH SOLE 100000 INTL BUSINESS MACHINES CORP COM 459200101 10272 106015 SH SOLE 106015 ART TECHNOLOGY GROUP INC COM 04289L107 274 107450 SH SOLE 107450 OMNITURE INC COM 68212S109 1444 109450 SH SOLE 109450 SALESFORCE.COM INC COM 79466L302 3715 113500 SH SOLE 113500 STARENT NETWORKS CORP COM 85528P108 1833 116000 SH SOLE 116000 CHINA MEDICAL TECH SPON ADR 169483104 1668 121137 SH SOLE 121137 QIAGEN N.V. ORD n72482107 1962 122944 SH SOLE 122944 RESEARCH IN MOTION COM 760975102 5410 125500 SH SOLE 125500 SANDISK CORP COM 80004C101 1713 135400 SH SOLE 135400 MEMC ELECTRONIC MATERIALS COM 552715104 2266 137400 SH SOLE 137400 MONOLITHIC POWER SYSTEMS INC COM 609839105 2131 137500 SH SOLE 137500 BROADCOM CORP CL A 111320107 2810 140650 SH SOLE 140650 RIVERBED TECHNOLOGY INC COM 768573107 1933 147760 SH SOLE 147760 ACTIVISION BLIZZARD INC COM 00507V109 1548 147950 SH SOLE 147950 INFORMATICA CORP COM 45666Q102 2014 151900 SH SOLE 151900 BIOMARIN PHARMACEUTICAL INC COM 09061G101 1923 155700 SH SOLE 155700 ADOBE SYSTEMS INC COM 00724F101 3493 163300 SH SOLE 163300 F5 NETWORKS INC COM 315616102 3486 166416 SH SOLE 166416 VERISIGN INC COM 92343E102 3319 175900 SH SOLE 175900 ATHEROS COMMUNICATIONS COM 04743P108 2582 176150 SH SOLE 176150 CONCUR TECHNOLOGIES INC COM 206708109 3389 176580 SH SOLE 176580 APPLE INC COM 037833100 18874 179550 SH SOLE 179550 SEAGATE TECH SHS g7945j104 1082 180000 SH SOLE 180000 STEC INC COM 784774101 1353 183865 SH SOLE 183865 COGNIZANT TECH SOLUTIONS CL A 192446102 3848 185100 SH SOLE 185100 ABIOMED INC COM 003654100 908 185300 SH SOLE 185300 VERIGY LTD SHS y93691106 1589 192600 SH SOLE 192600 OPEN JT STK CO- VIMPEL COMMUN SPON ADR 68370R109 1318 201600 SH SOLE 201600 DEMANDTEC INC COM NEW 24802R506 1816 207492 SH SOLE 207492 NETAPP INC COM 64110D104 3089 208150 SH SOLE 208150 POLYCOM INC COM 73172K104 3346 217400 SH SOLE 217400 DATA DOMAIN INC COM 23767P109 2742 218100 SH SOLE 218100 ALTERA CORPORATION COM 021441100 3859 219870 SH SOLE 219870 SUNTECH POWER HOLDINGS ADR 86800C104 2619 224000 SH SOLE 224000 XILINX INC COM 983919101 4424 230900 SH SOLE 230900 ARIBA INC COM NEW 04033V203 2059 235870 SH SOLE 235870 TRANS1 INC COM 89385X105 1493 245100 SH SOLE 245100 JUNIPER NETWORKS INC COM 48203R104 3871 257200 SH SOLE 257200 MICROMET INC COM 59509C105 869 275000 SH SOLE 275000 3PAR INC COM 88580F109 1848 281300 SH SOLE 281300 YAHOO! INC COM 984332106 3669 286390 SH SOLE 286390 EV3 INC COM 26928A200 2226 313550 SH SOLE 313550 CORNING INC COM 219350105 4169 314200 SH SOLE 314200 HEWLETT-PACKARD CO COM 428236103 10724 334490 SH SOLE 334490 DELL INC COM 24702R101 3223 340000 SH SOLE 340000 EMC CORP/MASS COM 268648102 3990 350000 SH SOLE 350000 QUALCOMM INC COM 747525103 16813 432100 SH SOLE 432100 LAWSON SOFTWARE INC COM 52078P102 1846 434271 SH SOLE 434271 INCYTE CORP COM 45337C102 1046 447000 SH SOLE 447000 TEXAS INSTRUMENTS INC COM 882508104 7522 455600 SH SOLE 455600 INTEL CORP COM 458140100 11723 780000 SH SOLE 780000 ORACLE CORP COM 68389X105 14962 828000 SH SOLE 828000 MICROSOFT CORP COM 594918104 15422 839500 SH SOLE 839500 SONUS NETWORKS INC COM 835916107 1354 862200 SH SOLE 862200 CISCO SYSTEMS INC COM 17275R102 17229 1027350 SH SOLE 1027350
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