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Polar Capital Holdings Plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Polar Capital Holdings Plc
报告期 2026-03-31 · CIK 0001837309
持仓数
242
前50大市值合计
$21.65B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 59
减持 60
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$817.3M
6,156,760
+82%
增持
AAPL
APPLE INC
+$533.2M
9,206,800
+64%
增持
GOOGL
ALPHABET INC
+$454.4M
385,677
+63%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BABA
ALIBABA GROUP HLDG LTD
-$173.0M
8,798
-99%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$157.2M
46,674
-89%
增持
NOW
SERVICENOW INC
+$143.1M
385,633
+119%
增持
SE
SEA LTD
+$120.8M
481,190
+306%
减持
—
FERGUSON PLC NEW
-$116.2M
271,927
-5%
清仓
PINS
PINTEREST INC
-$100.9M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$99.2M
1,425,786
-28%
减持
PYPL
PAYPAL HLDGS INC
-$98.8M
757,904
-25%
减持
PTON
PELOTON INTERACTIVE INC
-$96.6M
85,674
-90%
减持
—
ACTIVISION BLIZZARD INC
-$94.7M
134,265
-88%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$87.6M
1,256,472
+40%
建仓
TSLA
TESLA INC
+$82.9M
106,907
增持
UBER
UBER TECHNOLOGIES INC
+$80.1M
1,971,064
+1108%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$80.1M
1,776,268
+375%
减持
DOCU
DOCUSIGN INC
-$77.5M
312,757
-45%
清仓
—
AVALARA INC
-$76.9M
0
-100%
增持
CRM
SALESFORCE COM INC
+$76.2M
670,168
+55%
减持
ALGN
ALIGN TECHNOLOGY INC
-$74.1M
14,500
-89%
减持
—
ZENDESK INC
-$73.6M
1,079,393
-22%
减持
JNJ
JOHNSON & JOHNSON
-$72.5M
768,098
-36%
建仓
PDD
PINDUODUO INC
+$68.8M
758,472
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$68.7M
2,215,735
+300%
增持
BSX
BOSTON SCIENTIFIC CORP
+$63.9M
1,965,487
+293%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$61.2M
0
-100%
增持
CYTK
CYTOKINETICS INC
+$59.7M
3,014,882
+24%
增持
FIVN
FIVE9 INC
+$58.7M
757,842
+123%
建仓
—
AMBARELLA INC
+$55.7M
357,728
增持
—
LIVANOVA PLC
+$54.7M
728,712
+1939%
减持
—
SYNEOS HEALTH INC
-$52.5M
146,420
-80%
减持
BIO
BIO RAD LABS INC
-$51.3M
101,946
-48%
减持
CHGG
CHEGG INC
-$50.0M
999,122
-30%
减持
—
CATALENT INC
-$46.7M
45,316
-91%
减持
SGRY
SURGERY PARTNERS INC
-$46.5M
10,196
-99%
增持
—
PAGSEGURO DIGITAL LTD
+$46.4M
999,037
+964%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.4M
182,455
+193%
减持
MPWR
MONOLITHIC PWR SYS INC
-$44.8M
145,113
-53%
增持
WDAY
WORKDAY INC
+$44.2M
410,802
+68%
减持
META
FACEBOOK INC
-$43.9M
1,792,442
-4%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$43.2M
523,712
+60%
增持
KLAC
KLA CORP
+$43.1M
144,417
+801%
增持
—
ALCON AG
+$40.1M
1,029,893
+67%
增持
SNAP
SNAP INC
+$40.0M
3,846,745
+7%
增持
MTCH
MATCH GROUP INC NEW
+$39.7M
1,145,916
+32%
减持
TRIP
TRIPADVISOR INC
-$35.5M
3,218,130
-10%
减持
TWLO
TWILIO INC
-$35.4M
352,265
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$33.9M
572,994
-18%
增持
EXEL
EXELIXIS INC
+$33.9M
4,071,968
+42%
减持
AVTR
AVANTOR INC
-$32.1M
1,702,800
-41%
清仓
EBAY
EBAY INC.
-$31.8M
0
-100%
增持
ANGO
ANGIODYNAMICS INC
+$31.7M
1,325,508
+1258%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$31.6M
148,900
+308%
建仓
—
CHEGG INC
+$31.2M
31,500,000
减持
—
APTIV PLC
-$31.1M
640,608
-20%
增持
—
HORIZON THERAPEUTICS PUB L
+$31.1M
1,489,882
+6%
建仓
OKTA
OKTA INC
+$29.6M
124,841
减持
MA
MASTERCARD INCORPORATED
-$28.4M
194,922
-26%
减持
NET
CLOUDFLARE INC
-$28.1M
50,053
-84%
增持
—
CYBERARK SOFTWARE LTD
+$27.1M
549,110
+20%
增持
—
AMEDISYS INC
+$27.0M
299,157
+315%
减持
JD
JD.COM INC
-$26.7M
13,634
-96%
减持
V
VISA INC
-$26.3M
172,008
-38%
增持
POWI
POWER INTEGRATIONS INC
+$25.5M
874,707
+17%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$25.1M
1,342,545
+39%
减持
GOOG
ALPHABET INC
-$25.1M
219,246
-10%
建仓
—
IVERIC BIO INC
+$25.1M
1,545,425
减持
AMGN
AMGEN INC
-$23.9M
26,222
-78%
增持
—
COUPA SOFTWARE INC
+$23.7M
423,854
+60%
减持
C
CITIGROUP INC
-$23.6M
244,915
-58%
减持
HUBS
HUBSPOT INC
+$23.5M
373,910
-5%
建仓
MKSI
MKS INSTRS INC
+$23.2M
153,450
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$23.1M
2,268,274
+3%
减持
—
TWITTER INC
-$23.0M
2,010,490
-4%
增持
INSM
INSMED INC
+$22.9M
1,798,209
+92%
增持
CNC
CENTENE CORP DEL
+$22.8M
1,151,468
+72%
减持
MKL
MARKEL CORP
-$22.7M
109,150
-15%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$22.3M
722,843
+45%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.7M
13,351
-77%
减持
ZLAB
ZAI LAB LTD
-$21.4M
81,337
-52%
建仓
FULC
FULCRUM THERAPEUTICS INC
+$21.2M
750,000
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$20.8M
750,000
+1400%
增持
MU
MICRON TECHNOLOGY INC
-$20.7M
2,056,490
+5%
清仓
—
IQIYI INC
-$20.6M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$20.2M
4,179,103
+5%
增持
DXCM
DEXCOM INC
+$20.2M
54,583
+141%
清仓
STIM
NEURONETICS INC
-$20.0M
0
-100%
减持
CGNX
COGNEX CORP
-$20.0M
86,380
-73%
清仓
—
HILL-ROM HLDGS INC
-$19.9M
0
-100%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$19.9M
6,402,409
-8%
减持
SNOW
SNOWFLAKE INC
-$19.8M
211,966
-39%
增持
—
STERIS PLC
+$19.5M
445,488
+28%
增持
—
SEAGEN INC
+$19.4M
462,748
+23%
增持
Z
ZILLOW GROUP INC
-$19.1M
740,665
+7%
清仓
NVAX
NOVAVAX INC
-$19.1M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$19.1M
170,000
+13%
增持
TENB
TENABLE HLDGS INC
+$18.4M
1,798,530
+15%
减持
NTES
NETEASE INC
-$18.1M
7,540
-95%
建仓
COR
AMERISOURCEBERGEN CORP
+$17.4M
146,000
增持
NVDA
NVIDIA CORPORATION
+$17.0M
2,381,620
+300%
减持
QRVO
QORVO INC
-$16.8M
264,450
-15%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$16.8M
1,333,776
-8%
减持
—
SEASPINE HLDGS CORP
-$16.2M
39,413
-95%
减持
NFLX
NETFLIX INC
-$16.0M
12,457
-72%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$15.3M
0
-100%
减持
DLB
DOLBY LABORATORIES INC
-$15.0M
1,066,626
-4%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$14.8M
0
-100%
减持
—
EVERBRIDGE INC
+$14.6M
1,357,062
-3%
增持
—
PG&E CORP
+$14.5M
1,000,000
+25%
清仓
—
QUALTRICS INTL INC
-$14.4M
0
-100%
增持
—
REVANCE THERAPEUTICS INC
+$14.3M
1,742,997
+51%
减持
—
ARCH CAP GROUP LTD
-$14.3M
5,863,323
-4%
增持
—
DICERNA PHARMACEUTICALS INC
-$14.3M
1,299,372
+20%
减持
QCOM
QUALCOMM INC
-$14.3M
922,071
-1%
减持
ETSY
ETSY INC
-$13.8M
375,737
-16%
建仓
RYAN
RYAN SPECIALTY GROUP HLDGS I
+$13.5M
400,000
增持
LFUS
LITTELFUSE INC
+$13.4M
135,317
+46%
增持
—
Y-MABS THERAPEUTICS INC
+$13.2M
1,154,961
+97%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$13.1M
29,815
-82%
清仓
—
PINDUODUO INC
-$12.9M
0
-100%
建仓
—
NCINO INC
+$12.8M
180,752
减持
—
AON PLC
+$12.6M
376,250
-5%
减持
—
ALLEGHANY CORP MD
-$12.4M
177,800
-4%
增持
RBLX
ROBLOX CORP
-$12.2M
891,139
+1%
建仓
PPLI
IAC INTERACTIVECORP NEW
+$11.7M
89,858
增持
ATRC
ATRICURE INC
+$11.1M
515,910
+65%
减持
—
ACCELERON PHARMA INC
+$11.1M
390,488
-13%
增持
ATR
APTARGROUP INC
-$11.0M
558,517
+1%
减持
GH
GUARDANT HEALTH INC
-$10.9M
568,409
-14%
清仓
—
NUTANIX INC
-$10.7M
0
-100%
减持
ABNB
AIRBNB INC
+$10.5M
856,172
-1%
减持
—
SPOTIFY TECHNOLOGY S A
-$10.5M
111,511
-14%
减持
BILI
BILIBILI INC
-$10.4M
3,234
-96%
建仓
—
BLUEPRINT MEDICINES CORP
+$10.3M
100,000
建仓
MS
MORGAN STANLEY
+$10.2M
104,806
增持
—
AKOYA BIOSCIENCES INC
+$10.0M
1,065,470
+326%
清仓
—
RINGCENTRAL INC
-$10.0M
0
-100%
建仓
AFRM
AFFIRM HLDGS INC
+$9.9M
83,315
减持
MRSH
MARSH & MCLENNAN COS INC
-$9.9M
1,200,500
-12%
清仓
SABR
SABRE CORP
-$9.6M
0
-100%
建仓
—
ETSY INC
+$9.2M
7,000,000
增持
—
JAZZ PHARMACEUTICALS PLC
+$9.2M
275,000
+83%
增持
—
CURIS INC
+$9.0M
3,214,700
+61%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$8.9M
1,548,901
-8%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$8.8M
517,712
+7%
减持
INCY
INCYTE CORP
-$8.8M
501,618
-3%
减持
—
TE CONNECTIVITY LTD
-$8.8M
766,944
-9%
增持
MELI
MERCADOLIBRE INC
+$8.8M
14,983
+42%
增持
—
ATLASSIAN CORP PLC
+$8.7M
49,948
+19%
