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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 18
增持 48
减持 48
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
—
FERGUSON PLC NEW
-$1.37B
217,633
-22%
减持
AAPL
APPLE INC
-$774.8M
4,133,694
-46%
减持
MSFT
MICROSOFT CORP
-$340.8M
3,327,589
-8%
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
NVDA
NVIDIA CORPORATION
-$324.2M
1,136,189
-33%
增持
GOOG
ALPHABET INC
-$282.5M
2,931,569
+1351%
增持
GOOGL
ALPHABET INC
-$260.0M
2,686,310
+1345%
清仓
SNAP
SNAP INC
-$256.1M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$162.7M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$159.2M
3,820,693
+4%
清仓
—
ZENDESK INC
-$148.3M
0
-100%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$146.6M
0
-100%
清仓
—
ALLEGHANY CORP MD
-$137.2M
0
-100%
增持
AMZN
AMAZON COM INC
-$130.9M
1,561,264
+1556%
减持
MU
MICRON TECHNOLOGY INC
-$124.7M
880,679
-59%
增持
ENPH
ENPHASE ENERGY INC
+$101.2M
389,830
+1036%
清仓
U
UNITY SOFTWARE INC
-$100.3M
0
-100%
减持
NOW
SERVICENOW INC
-$98.3M
373,171
-13%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$98.2M
0
-100%
清仓
—
STERIS PLC
-$96.0M
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$94.3M
0
-100%
清仓
TWLO
TWILIO INC
-$91.5M
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$91.4M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$87.4M
2,924,933
-1%
减持
FIVN
FIVE9 INC
-$84.8M
613,336
-48%
清仓
OKTA
OKTA INC
-$79.9M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$73.6M
137,803
+305%
减持
—
HORIZON THERAPEUTICS PUB L
-$73.5M
1,351,113
-10%
增持
—
REVANCE THERAPEUTICS INC
+$72.6M
4,461,747
+82%
清仓
—
COOPER COS INC
-$72.0M
0
-100%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$71.2M
226,888
-86%
增持
V
VISA INC
+$71.1M
614,753
+257%
减持
NFLX
NETFLIX INC
-$69.4M
62,486
-72%
清仓
CVS
CVS HEALTH CORP
-$69.4M
0
-100%
增持
SHOP
SHOPIFY INC
-$66.1M
763,986
+496%
增持
PEN
PENUMBRA INC
+$64.2M
358,147
+2032%
清仓
EHC
ENCOMPASS HEALTH CORP
-$62.6M
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$61.7M
0
-100%
建仓
—
GLOBANT S A
+$56.7M
303,087
减持
SITM
SITIME CORP
-$56.0M
293,188
-8%
建仓
BDX
BECTON DICKINSON & CO
+$55.2M
247,586
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$52.7M
173,946
-77%
建仓
GTLB
GITLAB INC
+$51.5M
1,006,043
减持
MDB
MONGODB INC
-$49.7M
142,885
-19%
建仓
TER
TERADYNE INC
+$48.4M
643,544
增持
CRM
SALESFORCE INC
+$46.6M
443,991
+447%
清仓
—
AMBARELLA INC
-$46.5M
0
-100%
建仓
FRSH
FRESHWORKS INC
+$43.9M
3,383,977
增持
PANW
PALO ALTO NETWORKS INC
+$43.1M
828,852
+457%
增持
DXCM
DEXCOM INC
+$42.8M
834,956
+1647%
增持
BIIB
BIOGEN INC
+$40.4M
250,000
+100%
减持
TENB
TENABLE HLDGS INC
-$40.2M
1,272,013
-13%
减持
—
TE CONNECTIVITY LTD
-$39.0M
90,226
-76%
建仓
SNY
SANOFI
+$38.0M
1,000,000
清仓
—
GLOBAL BLOOD THERAPEUTICS IN
-$38.0M
0
-100%
减持
—
ARISTA NETWORKS INC
-$37.8M
1,244,635
-3%
减持
ATR
APTARGROUP INC
-$37.4M
189,372
-60%
增持
ABBV
ABBVIE INC
+$36.6M
328,510
+608%
增持
—
KORNIT DIGITAL LTD
-$35.6M
942,023
+28%
建仓
—
MYOVANT SCIENCES LTD
+$35.0M
1,947,906
增持
CRWD
CROWDSTRIKE HLDGS INC
-$32.2M
773,816
+10%
减持
SNPS
SYNOPSYS INC
-$32.1M
187,103
-30%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$31.9M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$31.1M
240,184
+2785%
增持
TSLA
TESLA INC
-$30.8M
298,568
+193%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$30.2M
775,000
+26%
减持
POWI
POWER INTEGRATIONS INC
-$29.9M
481,435
-27%
增持
LEGN
LEGEND BIOTECH CORP
+$29.4M
1,054,017
+181%
增持
XENE
XENON PHARMACEUTICALS INC
+$29.2M
2,662,722
+22%
建仓
—
ALKERMES PLC
+$28.3M
1,267,196
增持
ON
ON SEMICONDUCTOR CORP
+$27.4M
2,093,449
+27%
建仓
HGTY
HAGERTY INC
+$27.0M
3,000,000
增持
HUBS
HUBSPOT INC
-$26.4M
440,742
+44%
减持
—
ARCH CAP GROUP LTD
-$25.8M
5,149,547
-4%
建仓
—
CLOUDFLARE INC
+$25.4M
32,500,000
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$25.1M
66,221
-45%
增持
ABNB
AIRBNB INC
-$24.8M
1,007,853
+32%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$24.7M
1,235,575
清仓
—
DISH NETWORK CORPORATION
-$23.9M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$23.8M
112,500
-22%
增持
LLY
LILLY ELI & CO
+$23.6M
113,138
+150%
增持
—
NANOSTRING TECHNOLOGIES INC
-$23.3M
2,576,357
+59%
建仓
—
DECIPHERA PHARMACEUTICALS IN
+$23.1M
1,250,000
减持
MA
MASTERCARD INCORPORATED
-$23.1M
280,719
-2%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$23.0M
1,100,000
减持
EXEL
EXELIXIS INC
-$22.5M
1,975,274
-16%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$22.5M
1,150,000
+84%
增持
—
CHUBB LIMITED
-$21.6M
1,115,833
+6%
增持
PSTG
PURE STORAGE INC
-$21.5M
4,269,942
+9%
增持
—
LIVANOVA PLC
-$21.0M
693,832
+1%
建仓
HUM
HUMANA INC
+$20.8M
42,921
清仓
—
TWITTER INC
-$20.8M
0
-100%
清仓
—
COUPA SOFTWARE INC
-$20.7M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$20.6M
358,453
+101%
减持
—
MEDTRONIC PLC
-$20.3M
64,626
-72%
清仓
—
RINGCENTRAL INC
-$20.1M
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$19.9M
0
-100%
增持
TRUP
TRUPANION INC
+$19.9M
710,000
+184%
减持
SPGI
S&P GLOBAL INC
-$19.8M
20,846
-67%
减持
BIO
BIO RAD LABS INC
-$19.7M
103,654
-7%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$19.5M
225,000
-55%
增持
AVTR
AVANTOR INC
-$19.4M
2,292,272
+20%
减持
SE
SEA LTD
-$18.8M
274,784
-4%
建仓
OVV
OVINTIV INC
+$18.8M
407,854
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$18.5M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$18.5M
119,359
-49%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$18.4M
4,725
-98%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.4M
312,712
+8%
清仓
BAX
BAXTER INTL INC
-$18.4M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$17.6M
0
-100%
减持
—
CYBERARK SOFTWARE LTD
-$17.6M
681,879
-4%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$17.5M
714,739
减持
PYPL
PAYPAL HLDGS INC
-$17.4M
86,941
-60%
增持
OPCH
OPTION CARE HEALTH INC
+$17.3M
2,134,020
+22%
清仓
—
STELLANTIS N.V
-$16.4M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$16.4M
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$16.2M
88,000
减持
MKSI
MKS INSTRS INC
-$15.8M
110,440
-34%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$15.6M
0
-100%
清仓
SMMT
SUMMIT THERAPEUTICS INC
-$15.4M
0
-100%
减持
—
ALCON AG
-$15.3M
356,621
-26%
增持
SQ
BLOCK INC
-$15.2M
190,817
+1%
增持
INSM
INSMED INC
+$15.1M
1,391,349
+120%
清仓
—
HOLOGIC INC
-$15.1M
0
-100%
增持
—
BELLUS HEALTH INC NEW
+$15.0M
3,537,225
+9%
清仓
DLB
DOLBY LABORATORIES INC
-$14.7M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$14.5M
115,000
-50%
增持
SGRY
SURGERY PARTNERS INC
-$14.3M
553,018
+12%
增持
META
META PLATFORMS INC
-$14.3M
986,187
+48%
清仓
—
AMEDISYS INC
-$14.2M
0
-100%
清仓
—
R1 RCM INC
-$14.0M
0
-100%
减持
CNQ
CANADIAN NAT RES LTD
-$13.7M
335,118
-29%
增持
RBLX
ROBLOX CORP
-$13.6M
1,317,304
+0%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$13.5M
24,669
-91%
增持
—
AON PLC
-$13.5M
360,000
+7%
增持
—
ESSENT GROUP LTD
+$13.2M
3,200,000
+34%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$13.0M
2,557,602
+12%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$12.8M
357,375
-10%
增持
NET
CLOUDFLARE INC
-$12.5M
1,044,199
+78%
减持
—
ADICET BIO INC
-$12.4M
1,293,670
-16%
减持
CYTK
CYTOKINETICS INC
+$12.3M
2,671,648
-16%
增持
ATRC
ATRICURE INC
-$12.3M
573,345
+8%
增持
SNOW
SNOWFLAKE INC
+$12.2M
404,174
+64%
减持
—
SVB FINANCIAL GROUP
-$12.2M
13,126
-56%
建仓
—
AKAMAI TECHNOLOGIES INC
+$12.1M
11,700,000
清仓
FULC
FULCRUM THERAPEUTICS INC
-$11.8M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$11.8M
158,121
-12%
减持
ROK
ROCKWELL AUTOMATION INC
-$11.7M
20,102
-65%
减持
BKNG
BOOKING HOLDINGS INC
-$11.7M
5,759
-36%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$11.6M
518,276
-31%
减持
URI
UNITED RENTALS INC
-$11.4M
95,934
-9%
