Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 29th August 2008
As at 29th August 2008 the top ten equity holdings and the sector breakdowns as follows
Top 10 Longs
|
%
|
|
Sector Breakdown
|
%
|
Apple
|
4.1%
|
|
Comms Equipment
|
21.3%
|
Google
|
4.1%
|
|
Software
|
19.6%
|
Intel
|
4.0%
|
|
Semiconductors
|
19.0%
|
Qualcomm
|
3.9%
|
|
Computing
|
14.0%
|
Microsoft
|
3.5%
|
|
Healthcare
|
6.4%
|
Cisco Systems
|
3.3%
|
|
Clean Energy
|
6.3%
|
Oracle
|
3.1%
|
|
Internet / Consumer
|
6.1%
|
Research In Motion
|
2.8%
|
|
Services
|
2.6%
|
Nokia
|
2.7%
|
|
Electronic Components
|
1.6%
|
International Business Machines
|
2.4%
|
|
Telecoms / Media
|
1.2%
|
Total
|
33.8%
|
|
Other Sectors
|
1.1%
|
|
|
|
Defence / Security
|
0.8%
|
|
|
|
Total
|
100.0%
|
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Monday 1st September 2008