Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 30th September 2009
As at 30th September 2009 the top ten equity holdings and the sector breakdowns as follows:
|
Top 10 Longs |
% |
|
Sector Breakdown |
% |
|
Apple |
5.8% |
|
Semiconductors |
24.5% |
|
|
4.7% |
|
Software |
21.7% |
|
Microsoft |
4.3% |
|
Comms Equipment |
20.3% |
|
Cisco Systems |
3.8% |
|
Computing |
16.6% |
|
Samsung Electronics |
3.3% |
|
Internet / Consumer |
7.9% |
|
Intel |
2.9% |
|
Healthcare |
3.2% |
|
International Business Machines |
2.9% |
|
Services |
2.3% |
|
Qualcomm |
2.8% |
|
Electronic Components |
1.2% |
|
Hewlett-Packard |
2.7% |
|
Clean Energy |
1.0% |
|
Oracle |
2.1% |
|
Telecoms / Media |
0.7% |
|
Total |
35.3% |
|
Other Sectors |
0.5% |
|
|
|
|
Defence / Security |
0.1% |
|
|
|
|
Total |
100.0% |
|
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Thursday 1st October 2009