-----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, TEEFPfbk2LN99nJwVrW/JmC4jKOVyWvKLlss/hXcEjyrxmAJPPs0nmwsvCZtKDfQ sVYjT1ItueahdN6lebId6g== 0000910662-09-000452.txt : 20091113 0000910662-09-000452.hdr.sgml : 20091113 20091113165847 ACCESSION NUMBER: 0000910662-09-000452 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091113 DATE AS OF CHANGE: 20091113 EFFECTIVENESS DATE: 20091113 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: 091182388 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 form13f3q2009.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: September 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] November 13, 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: 113 - -------------------------------------------------------------------------------- Form 13F Information Table Value Total: $496,698 (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 ----- -------- ------- ---- ---------- -------- Apple Inc COM 037833100 34,106 183990 SH SOLE 183990 ABIOMED Inc COM 003654100 777 80000 SH SOLE 80000 Adobe Sys Inc COM 00724F101 4,115 124540 SH SOLE 124540 Analog Devices Inc COM 032654105 4,939 179076 SH SOLE 179076 Allergan Inc COM 018490102 1,703 30000 SH SOLE 30000 Airvana Inc COM 00950V101 1,682 248500 SH SOLE 248500 Allot Communications Ltd SHS M0854Q105 1,977 514875 SH SOLE 514875 Altera Corp COM 021441100 4,873 237590 SH SOLE 237590 Alexion Pharmaceuticals Inc COM 015351109 1,076 24164 SH SOLE 24164 Amgen Inc COM 031162100 4,276 71000 SH SOLE 71000 American Tower Corp CL A 029912201 2,184 60000 SH SOLE 60000 Amazon.Com COM 023135106 1,516 16240 SH SOLE 16240 Ansys Inc COM 03662Q105 1,019 27200 SH SOLE 27200 Ariba Inc COM NEW 04033V203 3,933 339070 SH SOLE 339070 ArcSight Inc COM 039666102 4,500 186950 SH SOLE 186950 Art Technology Group Inc COM 04289L107 919 238020 SH SOLE 238020 Aruba Networks Inc COM 043176106 5,184 586420 SH SOLE 586420 Asiainfo Holdings Inc COM 04518A104 5,226 261700 SH SOLE 261700 Athenahealth Inc COM 04685W103 2,302 60000 SH SOLE 60000 Atmel Corp COM 049513104 936 223500 SH SOLE 223500 Activision Blizzard Inc COM 00507V109 1,977 159540 SH SOLE 159540 Cardionet Inc COM 14159L103 585 87000 SH SOLE 87000 SPON ADR Baidu Inc REP A 056752108 5,522 14120 SH SOLE 14120 Broadcom Corp CL A 111320107 7,361 239850 SH SOLE 239850 Cavium Networks Inc COM 14965A101 2,879 134111 SH SOLE 134111 Cerner Corp COM 156782104 898 12000 SH SOLE 12000 Check Point Software Tech Lt ORD M22465104 5,456 192437 SH SOLE 192437 Concur Technologies Inc COM 206708109 5,584 140450 SH SOLE 140450 3Com Corp COM 885535104 1,804 345000 SH SOLE 345000 Covidien Plc SHS G2554F105 2,379 55000 SH SOLE 55000 Salesforce.com Inc COM 79466L302 8,792 154430 SH SOLE 154430 Ceragon Networks Ltd ORD M22013102 934 110350 SH SOLE 110350 Cisco Sys Inc COM 17275R102 23,145 983210 SH SOLE 983210 Constant Contact Inc COM 210313102 649 33700 SH SOLE 33700 Cognizant Technology Solutions CL A 192446102 6,916 178883 SH SOLE 178883 Citrix Sys Inc COM 177376100 5,135 130900 SH SOLE 130900 Commvault Systems Inc COM 204166102 4,758 229300 SH SOLE 229300 Community Health Sys Inc New COM 203668108 891 27895 SH SOLE 27895 Dell Inc COM 24702R101 1,984 130000 SH SOLE 130000 Duoyuan Global Wtr Inc SPON ADR 266043108 1,234 37400 SH SOLE 37400 DemandTec Inc COM NEW 24802R506 1,245 141000 SH SOLE 141000 Amdocs Ltd ORD SHS G02602103 1,469 54637 SH SOLE 54637 EMC Corp Mass COM 268648102 5,775 338900 SH SOLE 338900 Electronic Arts Inc COM 285512109 869 45626 SH SOLE 45626 F5 Networks Inc COM 315616102 6,842 172657 SH SOLE 172657 First Solar Inc COM 336433107 5,049 33030 SH SOLE 33030 Corning Inc COM 219350105 2,615 170800 SH SOLE 170800 Google Inc CL A 38259P508 28,214 56900 SH SOLE 56900 HMS Hldgs Corp COM 40425J101 866 22655 SH SOLE 22655 Hewlett Packard Co COM 428236103 14,139 299490 SH SOLE 299490 NASDQ ISHARES TR INDEX BIO INDX 464287556 3,816 46900 SH SOLE 46900 International Business Machs COM 459200101 15,252 127515 SH SOLE 127515 Incyte Corp COM 45337C102 779 115388 SH SOLE 115388 Informatica Corp COM 45666Q102 4,247 188100 SH SOLE 188100 Intel Copr COM 458140100 16,774 857150 SH SOLE 857150 Intuit COM 461202103 2,015 70700 SH SOLE 70700 Juniper Networks Inc COM 48203R104 5,402 199930 SH SOLE 199930 King Pharmaceuticals Inc COM 495582108 969 90000 SH SOLE 90000 Kulicke & Soffa Inds Inc COM 501242101 2,283 378525 SH SOLE 378525 Longtop Finl Technologies Lt ADR 54318P108 4,283 150500 SH SOLE 150500 LHC Group Inc COM 50187A107 814 27200 SH SOLE 27200 Life Technologies Corp COM 53217V109 1,164 25000 SH SOLE 25000 LogMein Inc COM 54142L109 1,010 50000 SH SOLE 50000 LAM Research Corp COM 512807108 4,441 130000 SH SOLE 130000 Lattice Semiconductor Corp COM 518415104 921 409216 SH SOLE 409216 Medassets Inc COM 584045108 2,708 120000 SH SOLE 120000 Medtronic Inc COM 585055106 2,171 59000 SH SOLE 59000 McAfee Inc COM 579064106 3,031 69220 SH SOLE 69220 Medco Health Solutions Inc COM 58405U102 1,770 32000 SH SOLE 32000 Monolithic Power Systems Inc COM 609839105 3,684 157120 SH SOLE 157120 Merck & Co Inc COM 589331107 2,214 70000 SH SOLE 70000 Microsoft Corp COM 594918104 25,860 998850 SH SOLE 998850 Netlogic Microsystems Inc COM 64118B100 4,365 97000 SH SOLE 97000 Nice Systems Ltd SPON ADR 653656108 4,405 144718 SH SOLE 144718 NetApp Inc COM 64110D104 7,101 266161 SH SOLE 266161 Netscout Systems Inc COM 64115T104 4,636 343174 SH SOLE 343174 Nvidia Corp COM 67066G104 1,081 71900 SH SOLE 71900 Netezza Corp COM 64111N101 3,809 338900 SH SOLE 338900 O2Micro International Ltd SPON ADR 67107W100 966 183933 SH SOLE 183933 Omniture Inc COM 68212S109 5,409 252300 SH SOLE 252300 Oracle Corp COM 68389X105 12,702 609500 SH SOLE 609500 3Par Inc COM 88580F109 4,303 390130 SH SOLE 390130 Pfizer Inc COM 717081103 2,383 144000 SH SOLE 144000 Phase Forward Inc COM 71721R406 2,982 212400 SH SOLE 212400 Polycom Inc COM 73172K104 2,766 103400 SH SOLE 103400 Qualcomm Inc COM 747525103 17,182 382000 SH SOLE 382000 Qiagen NV ORD N72482107 1,170 55000 SH SOLE 55000 Research In Motion Ltd COM 760975102 6,823 101000 SH SOLE 101000 Resmed Inc COM 761152107 1,356 30000 SH SOLE 30000 Rovi Corp COM 779376102 1,211 36050 SH SOLE 36050 Riverbed Technology Inc COM 768573107 6,804 309830 SH SOLE 309830 SuccessFactors Inc COM 864596101 3,346 237828 SH SOLE 237828 Silicon Laboratories Inc COM 826919102 4,485 96750 SH SOLE 96750 Synopsys Inc COM 871607107 4,391 195840 SH SOLE 195840 Starent Networks Corp COM 85528P108 4,367 171790 SH SOLE 171790 Stec Inc COM 784774101 1,811 61635 SH SOLE 61635 Savient Pharamceuticals Inc COM 80517Q100 912 60000 SH SOLE 60000 Skyworks Solutions Inc COM 83088M102 4,291 324100 SH SOLE 324100 Sybase Inc COM 871130100 1,116 28700 SH SOLE 28700 Thermo Fisher Scientific Inc COM 883556102 1,616 37000 SH SOLE 37000 Targacept Inc COM 87611R306 799 37400 SH SOLE 37400 Trans1 Inc COM 89385X105 601 125000 SH SOLE 125000 Tessera Technologies Inc COM 88164L100 1,092 39142 SH SOLE 39142 Texas Instrs Inc COM 882508104 6,392 269800 SH SOLE 269800 Ultimate Software Group Inc COM 90385D107 2,010 70000 SH SOLE 70000 Unitedhealth Group Inc COM 91324P102 1,527 61000 SH SOLE 61000 Veeco Instrs Inc Del COM 922417100 4,937 211700 SH SOLE 211700 Vmware Inc CL A COM 928563402 2,002 49841 SH SOLE 49841 Vocus Inc COM 92858J108 429 20520 SH SOLE 20520 Verisign Inc COM 92343E102 3,402 143600 SH SOLE 143600 Xilinx Inc COM 983919101 3,513 150000 SH SOLE 150000 Yahoo Inc COM 984332106 1,781 100000 SH SOLE 100000 Zimmer Hldgs Inc COM 98956P102 1,604 30000 SH SOLE 30000
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