Polar Capital as of Dec. 31, 2010
Portfolio Holdings for Polar Capital
Polar Capital holds 149 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.2 | $94M | 291k | 322.56 | |
5.4 | $55M | 93k | 593.98 | ||
Microsoft Corporation (MSFT) | 5.3 | $54M | 1.9M | 27.91 | |
Oracle Corporation (ORCL) | 4.9 | $50M | 1.6M | 31.30 | |
Qualcomm (QCOM) | 3.0 | $31M | 616k | 49.49 | |
Intel Corporation (INTC) | 2.5 | $26M | 1.2M | 21.03 | |
Cisco Systems (CSCO) | 2.5 | $25M | 1.3M | 20.23 | |
International Business Machines (IBM) | 2.0 | $21M | 141k | 146.76 | |
Infosys Technologies (INFY) | 1.9 | $20M | 259k | 76.08 | |
EMC Corporation | 1.9 | $20M | 856k | 22.90 | |
Pfizer (PFE) | 1.7 | $18M | 1.0M | 17.51 | |
Cognizant Technology Solutions (CTSH) | 1.5 | $16M | 212k | 73.29 | |
Juniper Networks (JNPR) | 1.5 | $15M | 409k | 36.92 | |
Bristol Myers Squibb (BMY) | 1.3 | $13M | 490k | 26.48 | |
NetApp (NTAP) | 1.2 | $13M | 229k | 54.96 | |
Merck & Co (MRK) | 1.0 | $11M | 292k | 36.04 | |
Texas Instruments Incorporated (TXN) | 1.0 | $10M | 316k | 32.50 | |
Citrix Systems | 1.0 | $10M | 148k | 68.41 | |
salesforce (CRM) | 1.0 | $9.9M | 75k | 132.00 | |
Eli Lilly & Co. (LLY) | 1.0 | $9.8M | 281k | 35.04 | |
Research In Motion | 1.0 | $9.8M | 168k | 58.13 | |
Atmel Corporation | 0.9 | $9.7M | 785k | 12.32 | |
Allot Communications (ALLT) | 0.9 | $9.7M | 832k | 11.64 | |
Hewlett-Packard Company | 0.9 | $9.6M | 227k | 42.10 | |
OPNET Technologies | 0.9 | $9.6M | 359k | 26.77 | |
Lam Research Corporation (LRCX) | 0.9 | $9.5M | 184k | 51.78 | |
F5 Networks (FFIV) | 0.9 | $9.5M | 73k | 130.16 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $9.1M | 297k | 30.78 | |
Finisar Corporation | 0.9 | $9.1M | 308k | 29.69 | |
Baidu (BIDU) | 0.9 | $8.9M | 93k | 96.53 | |
Camelot Information Systems | 0.9 | $8.9M | 372k | 23.92 | |
Cypress Semiconductor Corporation | 0.8 | $8.6M | 465k | 18.58 | |
Comscore | 0.8 | $8.5M | 380k | 22.34 | |
BMC Software | 0.8 | $8.3M | 176k | 47.14 | |
Ceragon Networks (CRNT) | 0.8 | $8.3M | 631k | 13.18 | |
Radware Ltd ord (RDWR) | 0.8 | $8.1M | 217k | 37.51 | |
SanDisk Corporation | 0.8 | $8.2M | 164k | 49.86 | |
Broadcom Corporation | 0.8 | $8.0M | 185k | 43.55 | |
Cree | 0.8 | $8.1M | 123k | 65.89 | |
NetLogic Microsystems | 0.8 | $8.0M | 254k | 31.41 | |
Meru Networks | 0.8 | $7.8M | 508k | 15.42 | |
Lattice Semiconductor (LSCC) | 0.8 | $7.7M | 1.3M | 6.06 | |
Amazon (AMZN) | 0.7 | $7.5M | 42k | 179.99 | |
Informatica Corporation | 0.7 | $7.4M | 168k | 44.03 | |
Fortinet (FTNT) | 0.7 | $7.4M | 229k | 32.35 | |
Red Hat | 0.7 | $7.1M | 157k | 45.65 | |
Nice Systems (NICE) | 0.7 | $7.0M | 199k | 34.90 | |
Aruba Networks | 0.7 | $6.7M | 320k | 20.88 | |
Cavium Networks | 0.7 | $6.7M | 178k | 37.68 | |
Dell | 0.7 | $6.6M | 490k | 13.55 | |
DSP | 0.6 | $6.5M | 804k | 8.14 | |
VanceInfo Technologies | 0.6 | $6.4M | 186k | 34.54 | |
Longtop Financial Technologies | 0.6 | $6.3M | 175k | 36.18 | |
BroadSoft | 0.6 | $6.4M | 267k | 23.88 | |
DemandTec | 0.6 | $6.3M | 583k | 10.84 | |
Concur Technologies | 0.6 | $6.1M | 118k | 51.93 | |
Riverbed Technology | 0.6 | $6.1M | 172k | 35.17 | |
PROS Holdings (PRO) | 0.6 | $5.9M | 519k | 11.39 | |
SciQuest | 0.6 | $5.8M | 444k | 13.01 | |
LogMeIn | 0.6 | $5.8M | 130k | 44.34 | |
SuccessFactors | 0.6 | $5.6M | 195k | 28.96 | |
Ariba | 0.5 | $5.5M | 234k | 23.49 | |
AsiaInfo-Linkage | 0.5 | $5.6M | 335k | 16.57 | |
O2Micro International | 0.5 | $5.4M | 875k | 6.18 | |
Activision Blizzard | 0.5 | $4.8M | 384k | 12.44 | |
Altera Corporation | 0.5 | $4.6M | 128k | 35.58 | |
Isilon Systems (ISLN) | 0.4 | $4.5M | 134k | 33.85 | |
Keynote Systems | 0.4 | $4.5M | 310k | 14.62 | |
Skyworks Solutions (SWKS) | 0.4 | $4.4M | 152k | 28.63 | |
Corning Incorporated (GLW) | 0.4 | $4.2M | 219k | 19.32 | |
VMware | 0.4 | $4.2M | 47k | 88.91 | |
Crown Castle International | 0.4 | $4.1M | 94k | 43.83 | |
Ultimate Software | 0.4 | $4.0M | 83k | 48.63 | |
Silicon Laboratories (SLAB) | 0.4 | $4.0M | 88k | 46.02 | |
Teva Pharmaceutical Industries (TEVA) | 0.4 | $3.8M | 73k | 52.12 | |
Xilinx | 0.4 | $3.8M | 132k | 28.98 | |
Ansys (ANSS) | 0.4 | $3.7M | 71k | 52.08 | |
NetGear (NTGR) | 0.4 | $3.7M | 110k | 33.68 | |
CommVault Systems (CVLT) | 0.3 | $3.5M | 121k | 28.62 | |
Abbott Laboratories (ABT) | 0.3 | $3.4M | 70k | 47.91 | |
UnitedHealth (UNH) | 0.3 | $3.4M | 93k | 36.11 | |
Yahoo! | 0.3 | $3.4M | 205k | 16.63 | |
RightNow Technologies | 0.3 | $3.3M | 141k | 23.67 | |
Align Technology (ALGN) | 0.3 | $3.3M | 167k | 19.54 | |
Celgene Corporation | 0.3 | $3.1M | 53k | 59.13 | |
Compuware Corporation | 0.3 | $2.9M | 250k | 11.67 | |
Intuit (INTU) | 0.3 | $3.0M | 60k | 49.30 | |
Akamai Technologies (AKAM) | 0.3 | $2.8M | 60k | 47.05 | |
Allergan | 0.3 | $2.8M | 41k | 68.66 | |
WellPoint | 0.3 | $2.9M | 51k | 56.86 | |
Valeant Pharmaceuticals Int | 0.3 | $2.8M | 100k | 28.29 | |
AmerisourceBergen (COR) | 0.3 | $2.7M | 80k | 34.12 | |
Teradata Corporation (TDC) | 0.3 | $2.7M | 65k | 41.15 | |
McKesson Corporation (MCK) | 0.3 | $2.7M | 38k | 70.37 | |
Watson Pharmaceuticals | 0.3 | $2.7M | 51k | 51.66 | |
Mellanox Technologies | 0.3 | $2.6M | 100k | 26.17 | |
Micron Technology (MU) | 0.2 | $2.5M | 309k | 8.02 | |
Cerner Corporation | 0.2 | $2.4M | 25k | 94.76 | |
Endo Pharmaceuticals | 0.2 | $2.4M | 66k | 35.71 | |
Emergency Medical Services Corporation | 0.2 | $2.3M | 35k | 64.60 | |
Alexion Pharmaceuticals | 0.2 | $2.3M | 28k | 80.54 | |
Waters Corporation (WAT) | 0.2 | $2.2M | 28k | 77.71 | |
Medco Health Solutions | 0.2 | $2.1M | 34k | 61.28 | |
Silicom (SILC) | 0.2 | $1.9M | 100k | 18.63 | |
Hill-Rom Holdings | 0.2 | $1.8M | 45k | 39.37 | |
Stratasys | 0.2 | $1.7M | 52k | 32.64 | |
Health Care REIT | 0.1 | $1.4M | 30k | 47.63 | |
ZOLL Medical Corporation | 0.1 | $1.4M | 38k | 37.22 | |
Varian Medical Systems | 0.1 | $1.4M | 20k | 69.30 | |
Illumina (ILMN) | 0.1 | $1.5M | 23k | 63.35 | |
Standard Microsystems Corporation | 0.1 | $1.4M | 50k | 28.84 | |
United Therapeutics Corporation (UTHR) | 0.1 | $1.5M | 23k | 63.22 | |
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk | 0.1 | $1.4M | 180k | 7.70 | |
Senior Housing Properties Trust | 0.1 | $1.3M | 60k | 21.93 | |
HDFC Bank (HDB) | 0.1 | $1.2M | 7.2k | 167.08 | |
Abiomed | 0.1 | $1.2M | 128k | 9.61 | |
Constant Contact | 0.1 | $1.2M | 39k | 30.99 | |
Omega Healthcare Investors (OHI) | 0.1 | $1.1M | 50k | 22.44 | |
HCP | 0.1 | $1.1M | 30k | 36.80 | |
National Health Investors (NHI) | 0.1 | $1.1M | 25k | 45.04 | |
Cyberonics | 0.1 | $993k | 32k | 31.03 | |
Incyte Corporation (INCY) | 0.1 | $924k | 56k | 16.56 | |
Johnson & Johnson (JNJ) | 0.1 | $928k | 15k | 61.87 | |
Lexicon Pharmaceuticals | 0.1 | $882k | 613k | 1.44 | |
LTC Properties (LTC) | 0.1 | $907k | 32k | 28.09 | |
Meridian Bioscience | 0.1 | $926k | 40k | 23.15 | |
Examworks | 0.1 | $924k | 50k | 18.48 | |
Arch Capital Group (ACGL) | 0.1 | $792k | 9.0k | 88.00 | |
NxStage Medical | 0.1 | $796k | 32k | 24.88 | |
Sabra Health Care REIT (SBRA) | 0.1 | $767k | 42k | 18.41 | |
Voltaire Ltd ord | 0.1 | $865k | 100k | 8.65 | |
Wells Fargo & Company (WFC) | 0.1 | $697k | 23k | 30.98 | |
Partner Re | 0.1 | $763k | 9.5k | 80.32 | |
W.R. Berkley Corporation (WRB) | 0.1 | $685k | 25k | 27.40 | |
Healthcare Realty Trust Incorporated | 0.1 | $635k | 30k | 21.17 | |
Healthcare Services (HCSG) | 0.1 | $624k | 38k | 16.26 | |
CNinsure | 0.1 | $467k | 27k | 17.30 | |
Guidance Software | 0.1 | $483k | 67k | 7.19 | |
Group | 0.1 | $527k | 42k | 12.65 | |
MAKO Surgical | 0.0 | $457k | 30k | 15.23 | |
iSoftStone Holdings | 0.0 | $363k | 20k | 18.15 | |
Threshold Pharmaceuticals | 0.0 | $410k | 303k | 1.35 | |
Vale (VALE) | 0.0 | $173k | 5.0k | 34.60 | |
Vivo Participacoes SA | 0.0 | $156k | 4.8k | 32.50 | |
NII Holdings | 0.0 | $156k | 3.5k | 44.57 | |
Capitol Federal Financial | 0.0 | $119k | 10k | 11.90 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $150k | 6.3k | 24.00 | |
Chunghwa Tele | 0.0 | $104k | 4.1k | 25.37 | |
Yahoo Inc option | 0.0 | $6.0k | 2.9k | 2.07 |