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LONDON - Polar Capital Global Healthcare Trust plc has disclosed its top equity holdings and sector exposures as of July 31, 2025, according to a press release statement issued Wednesday.
Eli Lilly & Co (NYSE:LLY) leads the trust’s portfolio with a 7.2% allocation, followed by AstraZeneca (NASDAQ:AZN) at 6.6% and Abbott Laboratories (NYSE:ABT) at 4.9%. Other significant holdings include UCB (4.5%), Thermo Fisher Scientific (NYSE:TMO) (4.3%), and Argenx (NASDAQ:ARGX) (4.2%). The top ten holdings collectively represent 43.9% of the trust’s portfolio.
The trust maintains its largest sector exposure in pharmaceuticals at 26.7%, with biotechnology following at 24.4% and healthcare equipment at 21.0%. Life sciences tools and services account for 9.3% of the portfolio, while cash holdings stand at 1.2%.
Geographically, the portfolio shows a 47.2% allocation to the United States, with Denmark representing the second-largest country exposure at 11.5%. Other significant geographic allocations include Switzerland (7.7%), Netherlands (6.7%), and the United Kingdom (TADAWUL:4280) (6.6%).
The trust noted that its monthly factsheet, which includes commentary from the investment manager, will typically be available on the company’s website by the 10th working day after month-end.
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