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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 26
增持 45
减持 59
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
—
FERGUSON PLC NEW
-$882.7M
278,548
+6%
减持
MSFT
MICROSOFT CORP
-$636.3M
3,619,204
-31%
减持
GOOGL
ALPHABET INC
-$550.1M
185,865
-50%
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
AAPL
APPLE INC
-$400.7M
7,708,940
-22%
减持
META
META PLATFORMS INC
-$317.5M
665,913
-52%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$167.7M
1,092,045
-54%
清仓
—
PG&E CORP
-$115.7M
0
-100%
减持
NFLX
NETFLIX INC
-$105.9M
224,627
-29%
减持
AMZN
AMAZON COM INC
-$102.3M
94,270
-23%
减持
OKTA
OKTA INC
-$99.2M
529,473
-34%
减持
—
APTIV PLC
-$98.5M
7,403
-99%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$97.2M
206,983
-39%
减持
GOOG
ALPHABET INC
-$94.7M
202,073
-11%
建仓
PANW
PALO ALTO NETWORKS INC
+$92.6M
148,818
减持
QCOM
QUALCOMM INC
-$91.1M
742,397
-34%
建仓
SNPS
SYNOPSYS INC
+$89.3M
267,979
增持
U
UNITY SOFTWARE INC
+$82.5M
1,010,656
+712%
减持
CRM
SALESFORCE COM INC
-$81.4M
81,159
-79%
减持
—
ARISTA NETWORKS INC
-$80.3M
1,282,844
-29%
建仓
SITM
SITIME CORP
+$79.1M
319,088
减持
MRVL
MARVELL TECHNOLOGY INC
-$78.0M
2,968,605
-11%
增持
AMD
ADVANCED MICRO DEVICES INC
-$77.7M
3,670,237
+10%
减持
DLB
DOLBY LABORATORIES INC
-$77.3M
188,084
-81%
清仓
WDC
WESTERN DIGITAL CORP.
-$75.8M
0
-100%
清仓
—
EVERBRIDGE INC
-$74.9M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$73.7M
688,864
+6725%
减持
UBER
UBER TECHNOLOGIES INC
-$73.6M
402,785
-81%
减持
MU
MICRON TECHNOLOGY INC
-$70.7M
2,167,728
-16%
建仓
NET
CLOUDFLARE INC
+$70.3M
587,006
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$68.3M
759,287
+2115%
增持
RBLX
ROBLOX CORP
-$65.7M
1,315,246
+7%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$65.1M
209,590
+2321%
减持
NVDA
NVIDIA CORPORATION
-$62.1M
1,693,500
-5%
减持
ON
ON SEMICONDUCTOR CORP
-$59.1M
1,645,688
-31%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$57.0M
703,293
+40%
减持
—
TE CONNECTIVITY LTD
-$55.1M
374,152
-42%
增持
SHOP
SHOPIFY INC
+$53.5M
128,257
+432%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$53.3M
229,833
-57%
减持
CYTK
CYTOKINETICS INC
-$50.3M
3,181,300
-13%
减持
MDB
MONGODB INC
-$49.2M
175,936
-27%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$46.6M
373,380
-29%
减持
WDAY
WORKDAY INC
-$46.2M
275,106
-33%
减持
—
AMBARELLA INC
-$46.2M
442,887
-3%
减持
DOCU
DOCUSIGN INC
-$44.0M
152,716
-61%
减持
—
MODIVCARE INC
-$43.5M
74,125
-79%
增持
INCY
INCYTE CORP
+$43.3M
1,012,386
+100%
减持
—
ALCON AG
-$41.7M
479,942
-48%
增持
SNAP
SNAP INC
+$41.5M
7,114,814
+56%
减持
AMAT
APPLIED MATLS INC
-$41.3M
1,234,498
-5%
减持
—
COUPA SOFTWARE INC
-$41.0M
108,933
-67%
清仓
—
CHANGE HEALTHCARE INC
-$38.9M
0
-100%
建仓
—
VAIL RESORTS INC
+$37.5M
38,500,000
减持
INSM
INSMED INC
-$34.1M
631,849
-65%
增持
MTCH
MATCH GROUP INC NEW
+$32.7M
840,157
+90%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$32.6M
437,401
-58%
减持
ABNB
AIRBNB INC
-$32.4M
760,951
-22%
增持
—
ELASTIC N V
-$31.4M
1,139,191
+6%
减持
—
BIOHAVEN PHARMACTL HLDG CO L
-$30.4M
1,236,609
-4%
增持
MPWR
MONOLITHIC PWR SYS INC
+$29.6M
188,399
+50%
建仓
—
TWITTER INC
+$29.1M
34,500,000
减持
—
JAZZ PHARMACEUTICALS PLC
-$29.0M
100,000
-71%
清仓
—
CSG SYS INTL INC
-$28.7M
0
-100%
减持
—
ALLEGHANY CORP MD
+$28.2M
162,000
-1%
减持
—
SPOTIFY TECHNOLOGY S A
-$27.9M
9,737
-92%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$27.5M
500,000
+300%
增持
—
INTRA-CELLULAR THERAPIES INC
+$27.1M
521,443
+468%
减持
EXEL
EXELIXIS INC
-$27.0M
2,360,447
-46%
清仓
—
BLUEPRINT MEDICINES CORP
-$26.8M
0
-100%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$26.8M
550,000
清仓
ABT
ABBOTT LABS
-$26.2M
0
-100%
建仓
—
BLACKLINE INC
+$25.5M
30,000,000
增持
—
CHUBB LIMITED
+$25.0M
1,049,576
+2%
建仓
PYPL
PAYPAL HLDGS INC
+$24.9M
215,101
清仓
EPAM
EPAM SYS INC
-$24.7M
0
-100%
增持
TSLA
TESLA INC
+$24.6M
102,068
+26%
建仓
—
GUARDANT HEALTH INC
+$24.4M
30,250,000
清仓
TMHC
TAYLOR MORRISON HOME CORP
-$24.2M
0
-100%
增持
NOW
SERVICENOW INC
-$24.0M
429,477
+6%
建仓
—
DISH NETWORK CORPORATION
+$23.9M
24,500,000
减持
POWI
POWER INTEGRATIONS INC
-$23.5M
656,640
-28%
增持
—
LINDE PLC
+$23.3M
75,606
+555%
建仓
CVE
CENOVUS ENERGY INC
+$23.2M
1,250,032
增持
FIVN
FIVE9 INC
-$23.0M
1,184,388
+6%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$22.8M
2,277,869
+9%
建仓
TRUP
TRUPANION INC
+$22.3M
250,000
减持
MKL
MARKEL CORP
+$22.2M
98,750
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.9M
288,820
+8%
减持
TENB
TENABLE HLDGS INC
-$21.9M
1,460,900
-24%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$21.4M
973,709
增持
—
ZENDESK INC
+$21.1M
1,232,949
+1%
增持
WRB
BERKLEY W R CORP
+$20.8M
1,783,125
+50%
建仓
—
COUPA SOFTWARE INC
+$20.7M
24,500,000
增持
TRV
TRAVELERS COMPANIES INC
+$20.2M
669,178
+3%
减持
—
HORIZON THERAPEUTICS PUB L
-$20.1M
1,492,989
-9%
减持
MOH
MOLINA HEALTHCARE INC
-$19.9M
205,723
-26%
增持
HUBS
HUBSPOT INC
-$19.8M
306,228
+22%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$18.7M
257,510
减持
TRIP
TRIPADVISOR INC
-$18.5M
3,869,871
-15%
减持
LFUS
LITTELFUSE INC
-$18.4M
66,454
-40%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$18.0M
0
-100%
清仓
—
AKAMAI TECHNOLOGIES INC
-$17.6M
0
-100%
增持
PSTG
PURE STORAGE INC
+$17.5M
3,919,672
+6%
增持
MA
MASTERCARD INCORPORATED
+$17.2M
287,913
+21%
清仓
TXG
10X GENOMICS INC
-$16.1M
0
-100%
增持
KLAC
KLA CORP
-$16.1M
454,081
+7%
建仓
—
FORD MTR CO DEL
+$16.0M
13,500,000
清仓
PINS
PINTEREST INC
-$16.0M
0
-100%
增持
BIO
BIO RAD LABS INC
-$15.5M
111,796
+8%
清仓
COR
AMERISOURCEBERGEN CORP
-$15.5M
0
-100%
减持
—
ICON PLC
-$15.0M
70,828
-32%
增持
—
SMARTSHEET INC
-$15.0M
1,268,463
+16%
减持
—
ZUORA INC
-$14.8M
409,021
-64%
减持
—
ARCH CAP GROUP LTD
+$14.8M
5,376,273
-3%
清仓
C
CITIGROUP INC
-$14.8M
0
-100%
清仓
BL
BLACKLINE INC
-$14.8M
0
-100%
建仓
—
QUALTRICS INTL INC
+$14.2M
498,439
增持
XENE
XENON PHARMACEUTICALS INC
+$14.2M
2,190,059
+30%
建仓
THC
TENET HEALTHCARE CORP
+$14.2M
165,000
建仓
LEGN
LEGEND BIOTECH CORP
+$13.6M
374,870
增持
TWLO
TWILIO INC
+$13.4M
554,902
+87%
建仓
—
SHIFT4 PMTS INC
+$13.4M
12,750,000
增持
—
ATLASSIAN CORP PLC
+$13.3M
67,792
+292%
清仓
—
SUPERNUS PHARMACEUTICALS
-$13.3M
0
-100%
清仓
—
SEA LTD
-$12.9M
0
-100%
减持
CVS
CVS HEALTH CORP
-$12.9M
685,444
-14%
清仓
—
YANDEX N V
-$12.8M
0
-100%
增持
—
RINGCENTRAL INC
+$12.5M
22,975,000
+187%
增持
MRSH
MARSH & MCLENNAN COS INC
+$12.0M
1,151,757
+9%
增持
—
Y-MABS THERAPEUTICS INC
+$11.9M
2,877,671
+109%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$11.8M
119,556
-17%
增持
AVTR
AVANTOR INC
-$11.4M
1,902,503
+6%
增持
SQ
BLOCK INC
+$11.4M
189,385
+114%
建仓
UNP
UNION PAC CORP
+$11.2M
41,022
减持
CNC
CENTENE CORP DEL
-$11.0M
252,115
-36%
增持
—
REVANCE THERAPEUTICS INC
+$11.0M
2,456,497
+9%
增持
—
GLOBAL BLOOD THERAPEUTICS IN
+$11.0M
1,095,810
+19%
建仓
NSC
NORFOLK SOUTHN CORP
+$10.9M
38,174
减持
—
LOGITECH INTL S A
-$10.3M
98,622
-55%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$10.1M
877,945
+40%
减持
BIIB
BIOGEN INC
-$9.7M
125,000
-17%
增持
—
TWITTER INC
+$9.6M
537,692
+108%
减持
ADI
ANALOG DEVICES INC
-$9.1M
177,972
-19%
减持
—
CYBERARK SOFTWARE LTD
-$9.1M
709,998
-5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$9.0M
226,703
+48%
清仓
EBAY
EBAY INC.
-$8.7M
0
-100%
减持
GH
GUARDANT HEALTH INC
-$8.6M
67,197
-48%
建仓
DASH
DOORDASH INC
+$8.5M
72,726
建仓
BKR
BAKER HUGHES COMPANY
+$8.5M
232,303
建仓
—
DROPBOX INC
+$8.4M
9,000,000
减持
—
LIVANOVA PLC
-$8.3M
687,395
-7%
