Polar Capital Technology Trust PLC
Top Ten Equity Holdings - 31st October 2008
As at 31st October 2008 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs |
% |
|
Sector Breakdown |
% |
Apple |
5.1% |
|
Semiconductors |
21.0% |
Microsoft |
5.0% |
|
Software |
20.6% |
|
4.9% |
|
Comms Equipment |
19.9% |
Intel |
4.2% |
|
Computing |
14.9% |
Oracle |
4.1% |
|
Internet / Consumer |
7.4% |
Cisco Systems |
3.9% |
|
Healthcare |
3.9% |
Qualcomm |
3.8% |
|
Clean Energy |
3.8% |
Hewlett-Packard |
3.2% |
|
Electronic Components |
2.7% |
International Business Machines |
2.8% |
|
Services |
2.0% |
Samsung Electronics |
2.7% |
|
Other Sectors |
1.7% |
Total |
39.7% |
|
Defence / Security |
1.4% |
|
|
|
Telecoms / Media |
0.7% |
|
|
|
Total |
100.0% |
|
|
|
|
|
Brian Ashford-Russell,
Ben Rogoff
Monday 3rd November 2008