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Polar Asset Management Partners Inc.

Location
TORONTO, A6
Portfolio Value
Micro $34,420,789
Diversification
Diversified
Filing Date
Global Rank
#903 / 8,588 ▼ 266
Top Industry
Shell Companies 30.6%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+76.4%
SPY
+76.8%
Annualised alpha
-0.1%
Max drawdown
−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

372 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.2%
−15.8 pts
Top 5
18.3%
−22.6 pts
Top 10
28.1%
−25.3 pts
HHI
129
Jun 2023 → Mar 2026 · range 87 – 1,392
Diversified−506

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 36.9% $1,151,873,917
Technology 18.8% $586,615,990
Consumer Cyclical 12.5% $391,016,199
Unclassified 9.1% $285,004,893
Healthcare 7.2% $223,934,975
Industrials 6.4% $198,639,608
Communication Services 3.1% $95,554,677
Real Estate 2.1% $65,341,840
Energy 1.4% $43,019,939
Basic Materials 1.1% $34,420,789
Consumer Defensive 1.1% $33,678,361
Utilities 0.3% $9,082,064

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
11 positions · $34,420,789 total · Basic Materials only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History