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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 128
减持 3
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
TEAM
ATLASSIAN CORPORATION
+$1.73B
10,354,116
+3299%
增持
MSFT
MICROSOFT CORP
+$873.4M
5,533,848
+83%
增持
AAPL
APPLE INC
+$790.7M
8,051,926
+95%
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。
增持
NVDA
NVIDIA CORPORATION
+$620.5M
2,915,844
+125%
增持
AMD
ADVANCED MICRO DEVICES INC
+$513.8M
7,744,804
+105%
增持
META
META PLATFORMS INC
+$348.3M
1,919,232
+295%
增持
GOOG
ALPHABET INC
+$301.4M
4,936,110
+107%
增持
GOOGL
ALPHABET INC
+$280.6M
4,500,258
+112%
增持
HUBS
HUBSPOT INC
+$236.1M
854,214
+90%
增持
MPWR
MONOLITHIC PWR SYS INC
+$232.3M
673,946
+127%
增持
MELI
MERCADOLIBRE INC
+$231.3M
244,544
+127%
增持
—
ARCH CAP GROUP LTD
+$211.4M
7,824,026
+54%
增持
—
FERGUSON PLC NEW
+$207.4M
322,390
+63%
增持
—
RENAISSANCERE HLDGS LTD
+$207.2M
2,044,172
+86%
增持
UBER
UBER TECHNOLOGIES INC
+$204.1M
6,811,858
+1329%
增持
ON
ON SEMICONDUCTOR CORP
+$203.9M
2,948,040
+374%
增持
PANW
PALO ALTO NETWORKS INC
+$199.3M
1,404,368
+141%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$191.0M
3,356,302
+68%
增持
NOW
SERVICENOW INC
+$186.6M
804,216
+67%
增持
—
REVANCE THERAPEUTICS INC
+$179.0M
8,335,684
+72%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$176.0M
1,932,910
+128%
增持
WDAY
WORKDAY INC
+$174.8M
1,218,108
+165%
建仓
BIDU
BAIDU INC
+$173.9M
1,152,444
增持
QCOM
QUALCOMM INC
+$172.1M
2,136,280
+134%
增持
—
ARISTA NETWORKS INC
+$162.8M
1,741,056
+63%
增持
AMZN
AMAZON COM INC
+$160.5M
2,543,688
+109%
增持
NET
CLOUDFLARE INC
+$159.5M
3,580,152
+164%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$152.6M
750,000
+159%
增持
KLAC
KLA CORP
+$152.2M
782,704
+84%
增持
V
VISA INC
+$143.9M
1,431,534
+66%
增持
MRSH
MARSH & MCLENNAN COS INC
+$142.2M
2,177,774
+63%
增持
LEGN
LEGEND BIOTECH CORP
+$137.6M
3,951,262
+272%
增持
TER
TERADYNE INC
+$134.8M
1,687,018
+216%
增持
REGN
REGENERON PHARMACEUTICALS
+$133.0M
265,000
+126%
增持
—
CYBERARK SOFTWARE LTD
+$130.5M
1,530,424
+107%
增持
—
CHUBB LIMITED
+$129.4M
1,917,210
+74%
增持
DXCM
DEXCOM INC
+$127.1M
1,718,094
+168%
增持
ISRG
INTUITIVE SURGICAL INC
+$126.5M
762,846
+196%
增持
SHOP
SHOPIFY INC
+$125.8M
4,265,440
+88%
建仓
INSP
INSPIRE MED SYS INC
+$125.8M
537,300
增持
MKL
MARKEL CORP
+$122.6M
227,500
+78%
增持
ABNB
AIRBNB INC
+$122.4M
1,423,110
+123%
增持
RBLX
ROBLOX CORP
+$117.7M
3,274,662
+215%
增持
FSLR
FIRST SOLAR INC
+$116.8M
660,622
+268%
增持
—
SEAGEN INC
+$116.4M
1,098,784
+33%
增持
TCOM
TRIP COM GROUP LTD
+$116.3M
4,697,780
+166%
增持
—
CONFLUENT INC
+$113.8M
5,396,204
+647%
增持
—
ESSENT GROUP LTD
+$110.4M
5,900,000
+82%
增持
—
EVEREST RE GROUP LTD
+$104.4M
560,000
+93%
增持
—
ALKERMES PLC
+$104.0M
5,776,032
+157%
增持
HCA
HCA HEALTHCARE INC
+$103.0M
467,284
+455%
增持
ADI
ANALOG DEVICES INC
+$101.5M
883,980
+99%
增持
BIIB
BIOGEN INC
+$97.5M
500,000
+233%
增持
CRM
SALESFORCE INC
+$95.9M
777,218
+74%
增持
BIO
BIO RAD LABS INC
+$95.4M
295,814
+169%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$94.1M
4,535,978
+193%
增持
MA
MASTERCARD INCORPORATED
+$93.3M
577,144
+72%
增持
WRB
BERKLEY W R CORP
+$91.8M
3,675,000
+95%
增持
EXEL
EXELIXIS INC
+$87.7M
6,641,796
+158%
增持
PGR
PROGRESSIVE CORP
+$84.1M
1,200,000
+78%
增持
BABA
ALIBABA GROUP HLDG LTD
+$82.4M
1,701,162
+64%
增持
TRV
TRAVELERS COMPANIES INC
+$77.4M
1,227,768
+73%
增持
—
AON PLC
+$74.8M
580,000
+61%
增持
TSLA
TESLA INC
+$73.4M
485,386
+119%
增持
TRIP
TRIPADVISOR INC
+$72.3M
5,619,948
+157%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$64.5M
850,000
+386%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$64.2M
2,774,830
+172%
增持
—
AVADEL PHARMACEUTICALS PLC
+$63.6M
9,144,980
+225%
增持
PLRX
PLIANT THERAPEUTICS INC
+$63.3M
3,566,328
+118%
清仓
BDX
BECTON DICKINSON & CO
-$63.0M
0
-100%
增持
—
ACTIVISION BLIZZARD INC
+$62.3M
1,069,150
+181%
清仓
BILL
BILL COM HLDGS INC
-$62.3M
0
-100%
增持
SITM
SITIME CORP
+$61.7M
798,562
+57%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$61.6M
2,080,608
+93%
增持
JNJ
JOHNSON & JOHNSON
+$61.4M
807,730
+124%
增持
—
APELLIS PHARMACEUTICALS INC
+$61.0M
930,000
+13378%
增持
SE
SEA LTD
+$60.5M
982,194
+109%
增持
INCY
INCYTE CORP
+$59.8M
2,200,000
+78%
增持
CYTK
CYTOKINETICS INC
+$59.0M
5,223,384
+92%
建仓
DT
DYNATRACE INC
+$57.1M
1,350,806
建仓
—
LINDE PLC
+$55.6M
156,558
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$54.8M
648,150
+99%
增持
SNY
SANOFI
+$54.4M
2,000,000
+78%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$54.3M
623,836
+110%
清仓
GMED
GLOBUS MED INC
-$53.7M
0
-100%
增持
OPCH
OPTION CARE HEALTH INC
+$53.0M
3,854,552
+67%
减持
MOH
MOLINA HEALTHCARE INC
-$53.0M
51,292
-75%
增持
ABBV
ABBVIE INC
+$51.7M
643,008
+105%
增持
FAF
FIRST AMERN FINL CORP
+$50.8M
1,900,000
+81%
增持
PINS
PINTEREST INC
+$49.7M
3,840,054
+70%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$49.6M
2,650,000
+93%
清仓
SQ
BLOCK INC
-$49.4M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$49.1M
8,000,000
+112%
增持
JPM
JPMORGAN CHASE & CO
+$48.4M
635,028
+148%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$46.6M
1,140,000
+55%
增持
TRUP
TRUPANION INC
+$45.6M
2,200,000
+115%
清仓
—
AXONICS INC
-$44.4M
0
-100%
增持
ADUS
ADDUS HOMECARE CORP
+$43.3M
759,826
+100%
增持
HGTY
HAGERTY INC
+$42.0M
9,163,410
+102%
减持
UNH
UNITEDHEALTH GROUP INC
-$41.8M
38,914
-66%
增持
—
PROASSURANCE CORP
+$40.6M
4,325,000
+92%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$40.5M
365,136
+47%
建仓
A
AGILENT TECHNOLOGIES INC
+$40.1M
290,000
增持
LLY
LILLY ELI & CO
+$39.7M
277,466
+82%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$39.3M
6,271,026
+213%
增持
—
BLACKLINE INC
+$38.2M
81,500,000
+123%
增持
MRVL
MARVELL TECHNOLOGY INC
+$37.3M
3,036,440
+19%
清仓
—
VAIL RESORTS INC
-$35.9M
0
-100%
增持
POWI
POWER INTEGRATIONS INC
+$35.3M
824,326
+71%
建仓
IQV
IQVIA HLDGS INC
+$34.7M
174,370
增持
HUM
HUMANA INC
+$33.7M
92,972
+317%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$33.6M
3,500,000
+180%
增持
—
AMDOCS LTD
+$33.5M
547,620
+161%
增持
MMSI
MERIT MED SYS INC
+$32.5M
977,858
+74%
增持
RLI
RLI CORP
+$32.4M
520,000
+86%
增持
BMEA
BIOMEA FUSION INC
+$32.1M
1,170,000
+134%
增持
FRSH
FRESHWORKS INC
+$31.9M
4,847,602
+68%
增持
BKNG
BOOKING HOLDINGS INC
+$31.2M
17,724
+125%
增持
USFD
US FOODS HLDG CORP
+$31.0M
1,567,122
+99%
增持
—
SSR MINING IN
+$30.2M
37,678,000
+275%
增持
—
NUTANIX INC
+$30.1M
72,020,000
+100%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$29.4M
0
-100%
清仓
—
CLOUDFLARE INC
-$29.1M
0
-100%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$28.3M
1,752,754
+100%
增持
TMUS
T-MOBILE US INC
+$28.2M
368,244
+105%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$28.0M
1,859,814
+118%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$28.0M
1,100,000
建仓
—
LYFT INC
+$27.8M
31,500,000
清仓
—
COUPA SOFTWARE INC
-$27.7M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$27.5M
628,016
+30%
增持
PAYC
PAYCOM SOFTWARE INC
+$27.0M
108,762
+453%
增持
INSM
INSMED INC
+$26.9M
3,382,698
+119%
增持
CNQ
CANADIAN NAT RES LTD
+$26.3M
871,932
+121%
增持
MDB
MONGODB INC
+$26.3M
332,922
+28%
增持
—
IVERIC BIO INC
+$26.3M
2,724,002
+46%
增持
—
BELLUS HEALTH INC NEW
+$26.3M
7,114,450
+134%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$26.0M
3,500,000
+180%
增持
AFL
AFLAC INC
+$25.7M
1,040,000
+81%
增持
—
JAMES RIV GROUP LTD
+$25.5M
2,425,000
+106%
清仓
—
LINDE PLC
-$24.7M
0
-100%
增持
URI
UNITED RENTALS INC
+$24.5M
145,772
+56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.2M
398,168
+25%
增持
—
ALCON AG
+$23.4M
669,174
+93%
建仓
DNLI
DENALI THERAPEUTICS INC
+$23.3M
1,010,000
增持
BSX
BOSTON SCIENTIFIC CORP
+$23.0M
2,507,882
+13%
减持
—
ELASTIC N V
-$23.0M
575,140
-47%
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$22.6M
1,536,552
+226%
增持
—
SMARTSHEET INC
+$22.5M
2,064,178
+7%
增持
—
QIAGEN NV
+$22.1M
880,436
+139%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$21.7M
719,262
+97%
