Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 31st July 2008
As at 31st July 2008 the top ten equity holdings and the sector breakdowns as follows
Top 10 Longs |
% |
|
Sector Breakdown |
% |
|
4.0% |
|
Software |
20.7% |
Qualcomm |
3.8% |
|
Comms Equipment |
20.5% |
Apple |
3.5% |
|
Semiconductors |
17.0% |
Research In Motion |
3.3% |
|
Computing |
13.9% |
Oracle |
3.2% |
|
Healthcare |
7.9% |
Microsoft |
3.1% |
|
Clean Energy |
6.7% |
Intel |
2.9% |
|
Internet / Consumer |
6.5% |
Cisco Systems |
2.9% |
|
Services |
2.4% |
Nokia |
2.9% |
|
Electronic Components |
1.8% |
International Business Machines |
2.9% |
|
Other Sectors |
1.3% |
Total |
32.5% |
|
Defence / Security |
0.8% |
|
|
|
Telecoms / Media |
0.5% |
|
|
|
Total |
100.0% |
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Friday 1st August 2008