Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 30th September 2008
As at 30th September 2008 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs |
% |
|
Sector Breakdown |
% |
Microsoft |
4.5% |
|
Semiconductors |
21.9% |
|
4.3% |
|
Software |
19.6% |
Intel |
4.0% |
|
Comms Equipment |
18.5% |
Cisco Systems |
3.9% |
|
Computing |
13.6% |
Apple |
3.8% |
|
Healthcare |
7.1% |
Qualcomm |
3.7% |
|
Internet / Consumer |
5.6% |
Samsung Electronics |
3.1% |
|
Clean Energy |
5.0% |
Oracle |
3.1% |
|
Telecoms / Media |
1.9% |
Hewlett-Packard |
3.0% |
|
Services |
1.9% |
International Business Machines |
2.7% |
|
Other Sectors |
1.7% |
Total |
36.0% |
|
Electronic Components |
1.7% |
|
|
|
Defence / Security |
1.5% |
|
|
|
Total |
100.0% |
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Wednesday 1st October 2008