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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 15
增持 64
减持 53
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
—
FERGUSON PLC NEW
-$3.29B
198,265
-9%
减持
ON
ON SEMICONDUCTOR CORP
-$91.7M
621,538
-70%
减持
—
ARCH CAP GROUP LTD
+$85.2M
5,091,854
-1%
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。
清仓
—
HORIZON THERAPEUTICS PUB L
-$83.6M
0
-100%
减持
META
META PLATFORMS INC
-$75.4M
485,486
-51%
减持
AMZN
AMAZON COM INC
-$74.2M
1,216,911
-22%
减持
GOOGL
ALPHABET INC
-$70.1M
2,118,193
-21%
减持
GOOG
ALPHABET INC
-$69.9M
2,389,072
-19%
增持
V
VISA INC
+$69.7M
861,013
+40%
减持
TRIP
TRIPADVISOR INC
-$65.2M
2,184,749
-54%
建仓
TCOM
TRIP COM GROUP LTD
+$60.7M
1,764,868
增持
—
RENAISSANCERE HLDGS LTD
+$59.8M
1,098,072
+8%
增持
BILL
BILL COM HLDGS INC
+$59.2M
571,504
+2346%
增持
SHOP
SHOPIFY INC
+$58.1M
2,265,649
+197%
清仓
SNPS
SYNOPSYS INC
-$57.2M
0
-100%
建仓
PINS
PINTEREST INC
+$55.0M
2,264,255
减持
PANW
PALO ALTO NETWORKS INC
-$54.6M
581,745
-30%
减持
TSLA
TESLA INC
-$51.9M
221,844
-26%
增持
NVDA
NVIDIA CORPORATION
+$51.6M
1,296,592
+14%
减持
ABNB
AIRBNB INC
-$51.3M
638,679
-37%
减持
MSFT
MICROSOFT CORP
-$50.3M
3,021,826
-9%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$47.7M
297,500
+159%
增持
ISRG
INTUITIVE SURGICAL INC
+$46.7M
257,611
+123%
增持
NOW
SERVICENOW INC
+$46.2M
482,021
+29%
清仓
FIVN
FIVE9 INC
-$46.0M
0
-100%
清仓
TENB
TENABLE HLDGS INC
-$44.3M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$43.8M
242,826
-38%
减持
—
CHUBB LIMITED
+$39.9M
1,100,821
-1%
建仓
TEAM
ATLASSIAN CORPORATION
+$39.2M
304,631
增持
SQ
BLOCK INC
+$38.9M
786,648
+312%
清仓
ANGO
ANGIODYNAMICS INC
-$38.3M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$38.2M
848,635
+10%
减持
—
ELASTIC N V
-$38.0M
1,093,653
-17%
增持
MA
MASTERCARD INCORPORATED
+$36.6M
334,760
+19%
减持
MU
MICRON TECHNOLOGY INC
-$35.7M
168,339
-81%
清仓
—
MYOVANT SCIENCES LTD
-$35.0M
0
-100%
减持
AAPL
APPLE INC
-$34.3M
4,133,147
-0%
减持
PSTG
PURE STORAGE INC
-$32.4M
3,154,719
-26%
清仓
—
TWITTER INC
-$31.8M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$31.3M
2,543,557
-13%
增持
—
REVANCE THERAPEUTICS INC
-$31.0M
4,848,633
+9%
增持
—
ALKERMES PLC
+$30.5M
2,251,442
+78%
建仓
—
NUTANIX INC
+$30.3M
36,010,000
建仓
—
ACTIVISION BLIZZARD INC
+$29.2M
381,067
增持
SITM
SITIME CORP
+$28.8M
510,180
+74%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$28.4M
1,550,000
+7%
减持
—
Y-MABS THERAPEUTICS INC
-$26.8M
1,991,929
-21%
减持
BIIB
BIOGEN INC
-$25.2M
150,000
-40%
增持
XENE
XENON PHARMACEUTICALS INC
+$24.0M
3,045,874
+14%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$23.2M
324,893
+1%
减持
MELI
MERCADOLIBRE INC
-$23.0M
107,584
-22%
增持
MDB
MONGODB INC
+$23.0M
260,766
+83%
增持
ADI
ANALOG DEVICES INC
+$22.9M
444,141
+24%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$22.2M
750,000
增持
INCY
INCYTE CORP
+$22.0M
1,235,072
+7%
增持
BABA
ALIBABA GROUP HLDG LTD
+$21.6M
1,038,196
+19%
减持
ATRC
ATRICURE INC
-$21.6M
18,399
-97%
减持
TRV
TRAVELERS COMPANIES INC
+$20.1M
709,513
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
+$19.9M
1,332,290
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$19.7M
113,445
-28%
建仓
—
AMDOCS LTD
+$19.1M
210,201
增持
LLY
LILLY ELI & CO
+$19.0M
152,053
+34%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$18.9M
1,250,000
+75%
建仓
—
BIOMARIN PHARMACEUTICAL INC
+$18.3M
17,200,000
增持
WDAY
WORKDAY INC
+$17.7M
458,935
+18%
减持
RBLX
ROBLOX CORP
-$17.6M
1,040,888
-21%
增持
BSX
BOSTON SCIENTIFIC CORP
+$17.2M
2,213,983
+1%
增持
GTLB
GITLAB INC
+$16.6M
1,500,005
+49%
增持
SNY
SANOFI
+$16.5M
1,125,000
+13%
建仓
—
CHEGG INC
+$15.9M
20,000,000
建仓
INTU
INTUIT
+$15.9M
40,786
增持
—
SEAGEN INC
+$15.7M
825,632
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.3M
319,742
+2%
清仓
NFLX
NETFLIX INC
-$14.7M
0
-100%
增持
—
ESSENT GROUP LTD
+$14.3M
3,237,500
+1%
增持
—
COUPA SOFTWARE INC
+$13.8M
28,500,000
+73%
清仓
—
FORD MTR CO DEL
-$13.2M
0
-100%
增持
—
SOLAREDGE TECHNOLOGIES INC
+$12.9M
13,000,000
+333%
减持
SGRY
SURGERY PARTNERS INC
-$12.5M
14,552
-97%
减持
—
BELLUS HEALTH INC NEW
-$12.4M
3,037,225
-14%
增持
VEEV
VEEVA SYS INC
+$11.6M
102,051
+246%
减持
PEN
PENUMBRA INC
+$11.5M
356,913
-0%
增持
HUBS
HUBSPOT INC
+$11.1M
450,293
+2%
增持
HGTY
HAGERTY INC
+$11.1M
4,526,377
+51%
减持
—
ARISTA NETWORKS INC
-$11.0M
1,067,050
-14%
建仓
—
ARRAY TECHNOLOGIES INC
+$11.0M
10,750,000
减持
—
GUARDANT HEALTH INC
-$11.0M
18,250,000
-40%
增持
—
SMARTSHEET INC
+$10.8M
1,935,603
+2%
增持
JNJ
JOHNSON & JOHNSON
+$10.7M
361,186
+11%
清仓
PPLI
IAC INC
-$10.5M
0
-100%
减持
GMED
GLOBUS MED INC
+$10.5M
723,454
-0%
清仓
—
SPOTIFY TECHNOLOGY S A
-$10.4M
0
-100%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$10.4M
1,375,000
+20%
增持
PGR
PROGRESSIVE CORP
+$10.3M
675,000
+2%
增持
JPM
JPMORGAN CHASE & CO
+$10.3M
255,973
+11%
增持
EXEL
EXELIXIS INC
+$10.3M
2,570,898
+30%
清仓
—
MONDAY COM LTD
-$10.1M
0
-100%
建仓
USB
US BANCORP DEL
+$10.0M
229,413
增持
LEGN
LEGEND BIOTECH CORP
+$10.0M
1,060,867
+1%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$9.5M
129,451
+168%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$9.5M
1,019,120
+28%
减持
HUM
HUMANA INC
-$9.4M
22,309
-48%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$9.2M
876,377
增持
SE
SEA LTD
+$9.1M
470,284
+71%
增持
—
CONFLUENT INC
+$8.7M
722,318
+133%
增持
—
CERIDIAN HCM HLDG INC
+$8.6M
13,000,000
+271%
增持
PLRX
PLIANT THERAPEUTICS INC
+$8.6M
1,633,164
+48%
增持
—
SAREPTA THERAPEUTICS INC
+$8.4M
9,500,000
+280%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$8.2M
0
-100%
清仓
—
ARCO PLATFORM LTD
-$8.2M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$8.1M
854,907
-28%
减持
LPLA
LPL FINL HLDGS INC
-$7.8M
48,433
-42%
减持
AXON
AXON ENTERPRISE INC
-$7.7M
36,950
-69%
增持
FLYW
FLYWIRE CORPORATION
+$7.3M
630,406
+78%
减持
URI
UNITED RENTALS INC
+$7.3M
93,423
-3%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$7.3M
737,500
-5%
增持
REGN
REGENERON PHARMACEUTICALS
+$7.3M
117,500
+4%
减持
PYPL
PAYPAL HLDGS INC
-$7.2M
3,917
-95%
减持
—
ADICET BIO INC
-$7.1M
1,263,825
-2%
减持
MOH
MOLINA HEALTHCARE INC
-$6.8M
201,923
-9%
减持
PAYC
PAYCOM SOFTWARE INC
-$6.8M
19,683
-50%
减持
ABBV
ABBVIE INC
+$6.7M
314,337
-4%
建仓
—
BOOKING HOLDINGS INC
+$6.7M
5,000,000
增持
—
QIAGEN NV
+$6.6M
368,239
+67%
增持
TRUP
TRUPANION INC
+$6.5M
1,025,000
+44%
清仓
—
ON SEMICONDUCTOR CORP
-$6.4M
0
-100%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$6.4M
131,612
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$6.4M
7,863
+37%
增持
—
CYBERARK SOFTWARE LTD
-$6.2M
740,527
+9%
清仓
—
BILL COM HLDGS INC
-$6.1M
0
-100%
减持
—
GLOBANT S A
-$5.9M
302,268
-0%
建仓
—
NCL CORP LTD
+$5.8M
5,700,000
减持
—
LIVENT CORP
-$5.7M
18,450
-91%
减持
ALB
ALBEMARLE CORP
-$5.5M
2,650
-88%
增持
—
ICON PLC
+$5.4M
88,474
+38%
减持
PLUG
PLUG POWER INC
-$5.4M
234,000
-41%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$5.4M
1,399,548
+13%
减持
DXCM
DEXCOM INC
+$5.3M
640,366
-23%
清仓
—
MEDTRONIC PLC
-$5.2M
0
-100%
增持
RUN
SUNRUN INC
+$5.2M
232,000
+1561%
增持
VRT
VERTIV HOLDINGS CO
+$5.1M
558,500
+112%
减持
DDOG
DATADOG INC
-$5.0M
77,996
-36%
减持
FSLR
FIRST SOLAR INC
-$4.9M
179,300
-25%
增持
OVV
OVINTIV INC
+$4.9M
465,982
+14%
清仓
NIO
NIO INC
-$4.8M
0
-100%
增持
ADUS
ADDUS HOMECARE CORP
+$4.8M
379,913
+10%
减持
—
INFINITY PHARMACEUTICALS INC
-$4.8M
2,071,242
-59%
减持
AME
AMETEK INC
-$4.7M
123,074
-36%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$4.7M
2,005,777
+53%
增持
QRVO
QORVO INC
+$4.7M
76,600
+166%
