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 | 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 |
