Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 30th October 2009
As at 30th October 2009 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs |
% |
|
Sector Breakdown |
% |
Apple |
5.9% |
|
Semiconductors |
23.1% |
|
5.2% |
|
Software |
22.2% |
Microsoft |
4.8% |
|
Comms Equipment |
20.7% |
Cisco Systems |
3.8% |
|
Computing |
17.0% |
Hewlett-Packard |
3.0% |
|
Internet / Consumer |
9.8% |
International Business Machines |
3.0% |
|
Healthcare |
2.1% |
Intel |
2.9% |
|
Services |
1.8% |
Qualcomm |
2.9% |
|
Telecoms / Media |
1.4% |
Samsung Electronics |
2.5% |
|
Electronic Components |
1.1% |
Oracle |
2.0% |
|
Other Sectors |
0.5% |
Total |
36.0% |
|
Clean Energy |
0.2% |
|
|
|
Defence / Security |
0.1% |
|
|
|
Total |
100.0% |
|
|
|
|
|
Ben Rogoff
Monday 2nd November 2009