Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 31st July 2009
As at 31st July 2009 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs
|
%
|
|
Sector Breakdown
|
%
|
Apple
|
5.5%
|
|
Semiconductors
|
23.4%
|
Google
|
4.6%
|
|
Comms Equipment
|
22.1%
|
Cisco Systems
|
4.3%
|
|
Software
|
19.7%
|
Microsoft
|
4.3%
|
|
Computing
|
15.9%
|
Qualcomm
|
3.4%
|
|
Internet / Consumer
|
8.2%
|
Intel
|
3.3%
|
|
Healthcare
|
3.1%
|
Samsung Electronics
|
3.1%
|
|
Services
|
2.2%
|
Hewlett-Packard
|
3.0%
|
|
Clean Energy
|
2.1%
|
Oracle
|
2.7%
|
|
Other Sectors
|
1.4%
|
International Business Machines
|
2.6%
|
|
Electronic Components
|
1.1%
|
Total
|
36.6%
|
|
Telecoms / Media
|
0.8%
|
|
|
|
Defence / Security
|
0.0%
|
|
|
|
Total
|
100.0%
|
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Monday 3rd August 2009