Polar Capital LLP [Rocket]

Holdings

Polar Capital LLP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Meta Platforms, Inc.	FB	Common	2,157,948	608,637	565,167,000	213,365,000	4.25		Hist	09/30/2020
JOHNSON & JOHNSON	JNJ	Common	1,207,177	1,047,825	179,725,000	157,315,000	1.35	0.05	Hist	09/30/2020
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	1,505,469	137,894	442,578,000	147,592,000	3.33		Hist	09/30/2020
Apple Inc.	AAPL	Common	5,978,225	4,480,393	692,338,000	145,929,000	5.21	0.14	Hist	09/30/2020
ADOBE INC.	ADBE	Common	598,883	140,864	293,710,000	94,330,000	2.21	0.12	Hist	09/30/2020
Salesforce, Inc.	CRM	Common	755,559	211,552	189,887,000	87,978,000	1.43	0.08	Hist	09/30/2020
QUALCOMM INC/DE	QCOM	Common	1,497,151	506,751	176,185,000	85,851,000	1.33	0.13	Hist	09/30/2020
Medtronic plc	MDT	COM	1,169,376	718,244	121,522,000	80,153,000	0.91	0.09	Hist	09/30/2020
NETFLIX INC	NFLX	Common	467,095	125,894	233,562,000	78,302,000	1.76	0.11	Hist	09/30/2020
PELOTON INTERACTIVE, INC.	PTON	Common	1,478,085	205,319	146,685,000	73,157,000	1.10		Hist	09/30/2020
HUMANA INC	HUM	Common	185,488	172,223	76,772,000	71,628,000	0.58	0.14	Hist	09/30/2020
PINTEREST, INC.	PINS	Common	2,182,705	971,087	90,604,000	63,742,000	0.68		Hist	09/30/2020
BRISTOL MYERS SQUIBB CO	BMY	Common	1,256,451	1,034,045	75,751,000	62,674,000	0.57	0.06	Hist	09/30/2020
AMAZON COM INC	AMZN	Common	128,949	2,199	406,026,000	56,346,000	3.05	0.03	Hist	09/30/2020
MICROSOFT CORP	MSFT	Common	3,517,102	156,457	739,752,000	55,827,000	5.57	0.05	Hist	09/30/2020
SOLAREDGE TECHNOLOGIES, INC.	SEDG	Common	383,784	108,309	91,475,000	53,245,000	0.69	0.77	Hist	09/30/2020
Tesla, Inc.	TSLA	COM	147,868	138,286	63,437,000	53,090,000	0.48	0.08	Hist	09/30/2020
ALIGN TECHNOLOGY INC	ALGN	Common	189,305	139,592	61,971,000	48,328,000	0.47	0.24	Hist	09/30/2020
MyoKardia, Inc.	MYOK	COM	413,880	311,295	56,424,000	46,512,000	0.42	0.78	Hist	09/30/2020
CADENCE DESIGN SYSTEMS INC	CDNS	Common	789,306	388,581	84,164,000	45,710,000	0.63	0.28	Hist	09/30/2020
Zendesk, Inc.	ZEN	COMMON NEW	1,451,142	254,346	149,352,000	43,400,000	1.12	1.26	Hist	09/30/2020
HUBSPOT INC	HUBS	Common	326,997	90,342	95,558,000	42,464,000	0.72	0.72	Hist	09/30/2020
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	PACB	Common	5,473,054	1,723,054	54,019,000	41,081,000	0.41	3.54	Hist	09/30/2020
GrubHub Inc.	GRUB	COM	1,808,755	503,100	130,827,000	39,039,000	0.98	1.96	Hist	09/30/2020
AdaptHealth Corp.		Common	1,734,214	1,718,883	37,823,000	37,576,000	0.28		Hist	09/30/2020
Activision Blizzard, Inc.	ATVI	STOCK	1,532,725	386,450	124,074,000	37,072,000	0.93	0.20	Hist	09/30/2020
CENTENE CORP	CNC	Common	1,160,304	673,936	67,681,000	36,772,000	0.51	0.20	Hist	09/30/2020
Avantor, Inc.	AVTR	Common	3,642,224	958,623	81,914,000	36,293,000	0.62	0.63	Hist	09/30/2020
Syneos Health, Inc.	SYNH	COMMON	935,929	691,519	49,754,000	35,517,000	0.37		Hist	09/30/2020
TERADYNE, INC	TER	Common	1,213,740	446,380	96,444,000	31,594,000	0.73	0.73	Hist	09/30/2020
XILINX INC	XLNX	Common	1,516,281	228,590	158,057,000	31,361,000	1.19	0.62	Hist	09/30/2020
TANDEM DIABETES CARE INC	TNDM	Common	255,573	251,140	29,008,000	28,569,000	0.22	0.42	Hist	09/30/2020
Option Care Health, Inc.	OPCH	COM	2,034,549	2,011,936	27,202,000	26,888,000	0.20	1.09	Hist	09/30/2020
ANSYS INC	ANSS	Common	249,734	54,676	81,720,000	24,816,000	0.61	0.29	Hist	09/30/2020
NanoString Technologies Inc	NSTG	Common	850,000	350,000	37,995,000	23,320,000	0.29	2.24	Hist	09/30/2020
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