Polar Capital

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
Google 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