-----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, Sc4apfmcGNTiphWKvv+hqVrun9FgzJSOWqdHQGN0A6HoVeDzLVfgTAFttf7xlr84 qV9vvXK4Ab4TrygaVuQAHw== 0000910662-09-000351.txt : 20090814 0000910662-09-000351.hdr.sgml : 20090814 20090814170641 ACCESSION NUMBER: 0000910662-09-000351 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090814 DATE AS OF CHANGE: 20090814 EFFECTIVENESS DATE: 20090814 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: 091016883 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 form13f2q2009.txt 2Q 2009 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 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] August 14, 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: 104 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $351,519 (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 ----- -------- ------- ---- ---------- -------- AMAZON.COM INC COM 023135106 222 2650 SH SOLE 2650 SYNAPTICS INC COM 87157D109 205 5300 SH SOLE 5300 TESSERA TECHNOLOGIES INC COM 88164L100 187 7400 SH SOLE 7400 SPON ADR BAIDU INC REP A 056752108 2,409 8000 SH SOLE 8000 ELECTRONIC ARTS INC COM 285512109 187 8600 SH SOLE 8600 AMDOCS LTD ORD G02602103 188 8750 SH SOLE 8750 ANALOG DEVICES INC COM 032654105 223 9000 SH SOLE 9000 VOCUS INC COM 92858J108 181 9150 SH SOLE 9150 SYNOPSYS INC COM 871607107 186 9550 SH SOLE 9550 AVID TECHNOLOGY INC COM 05367P100 134 10000 SH SOLE 10000 STANDARD MICROSYSTEMS CORP COM 853626109 307 15000 SH SOLE 15000 LIFE TECHNOLOGIES CORP COM 53217V109 834 20000 SH SOLE 20000 ALEXION PHARMACEUTICALS INC COM 015351109 870 21164 SH SOLE 21164 SPON ADR COCA-COLA FEMSA SAB REP L 191241108 871 21700 SH SOLE 21700 STRYKER CORP COM 863667101 902 22700 SH SOLE 22700 FIRST SOLAR INC COM 336433107 3,979 24530 SH SOLE 24530 DAVITA INC COM 23918K108 1,237 25000 SH SOLE 25000 GENZYME CORP COM 372917104 1,531 27500 SH SOLE 27500 AMERICA MOVIL SAB SPON ADR L DE CV SHS 02364W105 1,084 28000 SH SOLE 28000 SPON BANCOLOMBIA S.A. ADR PREF 05968L102 875 28700 SH SOLE 28700 MEDCO HEALTH SOLUTIONS INC COM 58405U102 1,368 30000 SH SOLE 30000 GILEAD SCIENCES INC COM 375558103 1,550 33100 SH SOLE 33100 ADVANCED ANALOGIC TECHNOLOGI COM 00752J108 154 33500 SH SOLE 33500 AMGEN INC COM 031162100 1,773 33500 SH SOLE 33500 MONSANTO CO NEW COM 61166W101 2,613 35150 SH SOLE 35150 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,811 36700 SH SOLE 36700 O2MICRO INTERNATIONAL SPONS ADR 67107W100 197 39400 SH SOLE 39400 BIOMARIN PHARMACEUTICAL INC COM 09061G101 624 40000 SH SOLE 40000 VMWARE INC CL A COM 928563402 1,111 40741 SH SOLE 40741 JOHNSON & JOHNSON COM 478160104 2,386 42000 SH SOLE 42000 MEDASSETS INC COM 584045108 817 42000 SH SOLE 42000 ART TECHNOLOGY GROUP INC COM 04289L107 162 42700 SH SOLE 42700 NASDQ BIO ISHARES TRUST INDX 464287556 3,121 42900 SH SOLE 42900 CHECK POINT SOFTWARE TECH LT ORD M22465104 1,063 45287 SH SOLE 45287 ATHENAHEALTH INC COM 04685W103 1,851 50000 SH SOLE 50000 QIAGEN N.V. ORD N72482107 930 50000 SH SOLE 50000 GOOGLE INC CL A 38259P508 21,480 50950 SH SOLE 50950 COMMUNITY HEALTH SYSTEMS INC COM 203668108 1,364 54000 SH SOLE 54000 COVIDIEN PLC SHS G2554F105 2,059 55000 SH SOLE 55000 AMERISOURCEBERGEN CORP COM 03073E105 1,118 63000 SH SOLE 63000 NETLOGIC MICROSYSTEMS INC COM 64118B100 2,552 70000 SH SOLE 70000 INTUIT INC COM 461202103 1,993 70700 SH SOLE 70700 IITAU UNIBANCO BANCO MULTIPL SPONS ADR 465562106 1,135 71700 SH SOLE 71700 COMMVAULT SYSTEMS INC COM 204166102 1,244 75000 SH SOLE 75000 MCAFEE INC COM 579064106 3,403 80650 SH SOLE 80650 KING PHARMACEUTICALS INC COM 495582108 787 81727 SH SOLE 81727 ACME PACKET INC COM 004764106 840 83000 SH SOLE 83000 BROADCOM CORP CL A 111320107 2,105 84900 SH SOLE 84900 ADOBE SYSTEMS INC COM 00724F101 2,434 86000 SH SOLE 86000 LATTICE SEMICONDUCTOR CORP COM 518415104 164 87150 SH SOLE 87150 SALESFORCE.COM INC COM 79466L302 3,376 88450 SH SOLE 88450 RESEARCH IN MOTION COM 760975102 6,513 91620 SH SOLE 91620 SUPERTEX INC COM 868532102 2,306 91849 SH SOLE 91849 ULTIMATE SOFTWARE GROUP INC COM 90385D107 2,303 95000 SH SOLE 95000 ABIOMED INC COM 003654100 841 95300 SH SOLE 95300 NICE SYSTEMS LTD SPONS ADR 653656108 2,294 99428 SH SOLE 99428 TRANS1 INC COM 89385X105 623 100000 SH SOLE 100000 AMERICAN TOWER CORP CL A 029912201 3,434 108900 SH SOLE 108900 RIVERBED TECHNOLOGY INC COM 768573107 2,843 122610 SH SOLE 122610 VERISIGN INC COM 92343E102 2,289 123600 SH SOLE 123600 CITRIX SYSTEMS INC COM 177376100 4,141 129850 SH SOLE 129850 ACTIVISION BLIZZARD INC COM 00507V109 1,671 132300 SH SOLE 132300 CONSTANT CONTACT INC COM 210313102 2,632 132650 SH SOLE 132650 LAM RESEARCH CORP COM 512807108 3,458 133000 SH SOLE 133000 STARENT NETWORKS CORP COM 85528P108 3,365 137850 SH SOLE 137850 STEC INC COM 784774101 3,204 138163 SH SOLE 138163 SUNTECH PWR HLDGS CO LTD ADR 86800C104 2,475 138600 SH SOLE 138600 ADTRAN INC COM 00738A106 3,006 140000 SH SOLE 140000 POLYCOM INC COM 73172K104 2,848 140500 SH SOLE 140500 MICROMET INC COM 59509C105 705 141600 SH SOLE 141600 CONCUR TECHNOLOGIES INC COM 206708109 4,490 144480 SH SOLE 144480 SKYWORKS SOLUTIONS INC COM 83088M102 1,469 150000 SH SOLE 150000 CARDIONET INC COM 14159L103 2,493 152750 SH SOLE 152750 F5 NETWORKS INC COM 315616102 5,370 155150 SH SOLE 155150 DATA DOMAIN INC COM 23767P109 5,234 156800 SH SOLE 156800 INFORMATICA CORP COM 45666Q102 2,721 158300 SH SOLE 158300 JUNIPER NETWORKS INC COM 48203R104 3,790 160600 SH SOLE 160600 APPLE INC COM 037833100 23,786 167000 SH SOLE 167000 TURKCELL ILETISIM SPON HIZMET ADR NEW 900111204 2,328 168000 SH SOLE 168000 NETAPP INC COM 64110D104 3,314 168050 SH SOLE 168050 SEAGATE TECH COM SHS G7945J104 2,167 180000 SH SOLE 180000 CAVIUM NETWORKS INC COM 14965A101 3,028 180150 SH SOLE 180150 HEALTH MGMT ASSOC INC NEW CL A 421933102 913 184900 SH SOLE 184900 COGNIZANT TECH SOLUTIONS CL A 192446102 5,026 188250 SH SOLE 188250 DELL INC COM 24702R101 2,746 200000 SH SOLE 200000 INCYTE CORP COM 45337C102 670 203688 SH SOLE 203688 DEMANDTEC INC COM NEW 24802R506 1,897 215607 SH SOLE 215607 PHASE FORWARD INC COM 71721R406 3,360 222340 SH SOLE 222340 CORNING INC COM 219350105 3,601 224200 SH SOLE 224200 3PAR INC COM 88580F109 2,815 227050 SH SOLE 227050 OMNITURE INC COM 68212S109 2,932 233450 SH SOLE 233450 XILINX INC COM 983919101 5,031 245900 SH SOLE 245900 ARUBA NETWORKS INC COM 043176106 2,425 277500 SH SOLE 277500 YAHOO! INC COM 984332106 4,347 277590 SH SOLE 277590 ALTERA CORPORATION COM 021441100 4,936 303020 SH SOLE 303020 NETSCOUT SYSTEMS INC COM 64115T104 3,019 321900 SH SOLE 321900 HEWLETT-PACKARD CO COM 428236103 12,928 334490 SH SOLE 334490 ARIBA INC COM NEW 04033V203 3,334 338870 SH SOLE 338870 QUALCOMM INC COM 747525103 17,755 392800 SH SOLE 392800 TEXAS INSTRUMENTS INC COM 882508104 11,302 530600 SH SOLE 530600 ORACLE CORP COM 68389X105 12,706 593200 SH SOLE 593200 INTEL CORP COM 458140100 13,933 841900 SH SOLE 841900 MICROSOFT CORP COM 594918104 22,483 945850 SH SOLE 945850 CISCO SYSTEMS INC COM 17275R102 18,021 966300 SH SOLE 966300
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