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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 26
增持 40
减持 56
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
IRON
DISC MEDICINE INC
+$1.91B
43,087,812
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$1.61B
59,641,005
增持
NVDA
NVIDIA CORPORATION
+$591.5M
3,312,970
+14%
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
META
META PLATFORMS INC
+$289.6M
2,426,566
+26%
建仓
MCK
MCKESSON CORP
+$274.0M
641,104
建仓
SNPS
SYNOPSYS INC
+$268.8M
617,454
增持
AMZN
AMAZON COM INC
+$234.4M
3,813,392
+50%
清仓
TER
TERADYNE INC
-$181.4M
0
-100%
建仓
RMBS
RAMBUS INC DEL
+$168.0M
2,618,226
增持
GOOGL
ALPHABET INC
+$153.3M
5,186,298
+15%
增持
—
R1 RCM INC
+$150.9M
9,347,724
+550%
减持
—
FERGUSON PLC NEW
-$149.4M
219,304
-32%
建仓
—
FABRINET
+$147.0M
1,131,492
建仓
—
INDIVIOR PLC
+$145.2M
6,099,374
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$145.2M
0
-100%
增持
GOOG
ALPHABET INC
+$144.9M
5,441,628
+10%
增持
PSTG
PURE STORAGE INC
+$144.5M
6,081,136
+95%
减持
V
VISA INC
-$131.8M
803,884
-44%
减持
MELI
MERCADOLIBRE INC
-$131.2M
161,326
-34%
增持
XENE
XENON PHARMACEUTICALS INC
+$124.7M
6,044,142
+100%
减持
BIO
BIO RAD LABS INC
-$122.9M
49,502
-83%
清仓
OPCH
OPTION CARE HEALTH INC
-$122.5M
0
-100%
清仓
SITM
SITIME CORP
-$113.6M
0
-100%
清仓
TRIP
TRIPADVISOR INC
-$111.6M
0
-100%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$110.3M
2,700
-99%
减持
QCOM
QUALCOMM INC
-$108.7M
1,376,588
-36%
减持
NET
CLOUDFLARE INC
-$108.7M
1,714,574
-52%
减持
TCOM
TRIP COM GROUP LTD
-$101.1M
2,166,168
-54%
清仓
—
SMARTSHEET INC
-$98.7M
0
-100%
建仓
—
MONDAY COM LTD
+$96.6M
564,302
建仓
TDC
TERADATA CORP DEL
+$96.2M
1,800,598
增持
MDB
MONGODB INC
+$94.6M
419,024
+26%
清仓
—
ACTIVISION BLIZZARD INC
-$91.5M
0
-100%
减持
WDAY
WORKDAY INC
-$90.8M
711,598
-42%
增持
TSLA
TESLA INC
+$89.8M
727,912
+50%
减持
ADI
ANALOG DEVICES INC
-$82.8M
469,928
-47%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$82.6M
2,354,401
+34%
增持
HCA
HCA HEALTHCARE INC
+$78.0M
662,900
+42%
减持
MSFT
MICROSOFT CORP
+$77.5M
4,920,424
-11%
增持
SHOP
SHOPIFY INC
+$77.2M
4,360,646
+2%
清仓
FRSH
FRESHWORKS INC
-$74.5M
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$71.3M
269,992
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$70.7M
750,000
减持
ABNB
AIRBNB INC
-$70.7M
830,018
-42%
减持
LEGN
LEGEND BIOTECH CORP
+$67.9M
3,744,236
-5%
清仓
—
IVERIC BIO INC
-$66.3M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
+$65.7M
9,069,842
-1%
建仓
—
KARUNA THERAPEUTICS INC
+$65.7M
302,900
减持
—
CYBERARK SOFTWARE LTD
-$65.4M
1,030,606
-33%
减持
AAPL
APPLE INC
+$64.5M
7,177,502
-11%
清仓
GTLB
GITLAB INC
-$63.0M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$62.5M
1,342,272
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$60.8M
7,197,126
-7%
减持
—
ARISTA NETWORKS INC
-$60.4M
1,430,636
-18%
减持
SE
SEA LTD
-$53.7M
538,836
-45%
减持
BABA
ALIBABA GROUP HLDG LTD
-$53.2M
1,447,670
-15%
增持
SNOW
SNOWFLAKE INC
+$52.4M
848,360
+35%
增持
ELV
ELEVANCE HEALTH INC
+$52.1M
175,848
+210%
清仓
—
BELLUS HEALTH INC NEW
-$51.2M
0
-100%
增持
DXCM
DEXCOM INC
+$50.7M
1,947,468
+13%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$48.1M
3,200,000
+191%
减持
—
NANOSTRING TECHNOLOGIES INC
-$47.0M
7,950,000
-1%
减持
INSP
INSPIRE MED SYS INC
+$46.4M
530,364
-1%
增持
BIIB
BIOGEN INC
+$46.1M
650,000
+30%
建仓
ANSS
ANSYS INC
+$45.7M
138,392
建仓
DDOG
DATADOG INC
+$45.5M
462,530
减持
—
CONFLUENT INC
+$45.3M
4,961,742
-8%
增持
TRUP
TRUPANION INC
-$45.2M
2,500,000
+14%
清仓
HUM
HUMANA INC
-$45.1M
0
-100%
减持
RBLX
ROBLOX CORP
-$44.9M
2,540,408
-22%
减持
MRVL
MARVELL TECHNOLOGY INC
+$43.9M
2,933,352
-3%
建仓
—
ASCENDIS PHARMA A/S
+$43.8M
48,000,000
减持
TEAM
ATLASSIAN CORPORATION
-$43.6M
10,301,696
-1%
增持
—
LINDE PLC
+$43.0M
258,893
+65%
减持
FSLR
FIRST SOLAR INC
-$38.8M
551,530
-17%
减持
TMUS
T-MOBILE US INC
-$38.5M
106,686
-71%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$37.4M
2,356,624
+13%
减持
ISRG
INTUITIVE SURGICAL INC
+$37.1M
678,388
-11%
增持
DNLI
DENALI THERAPEUTICS INC
+$36.2M
2,014,172
+99%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$35.7M
470,000
-25%
减持
BSX
BOSTON SCIENTIFIC CORP
-$35.6M
1,662,186
-34%
减持
PLRX
PLIANT THERAPEUTICS INC
-$35.4M
3,280,000
-8%
减持
—
SEAGEN INC
-$34.2M
978,000
-11%
清仓
AVTR
AVANTOR INC
-$33.9M
0
-100%
减持
LLY
LILLY ELI & CO
+$33.1M
273,782
-1%
清仓
PAYC
PAYCOM SOFTWARE INC
-$33.1M
0
-100%
增持
MOH
MOLINA HEALTHCARE INC
+$32.5M
153,572
+199%
清仓
—
CHEGG INC
-$31.8M
0
-100%
建仓
—
BLUEPRINT MEDICINES CORP
+$31.6M
500,000
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$31.4M
457,888
减持
CRM
SALESFORCE INC
-$30.8M
589,312
-24%
减持
MA
MASTERCARD INCORPORATED
-$30.0M
456,976
-21%
建仓
—
BLACK KNIGHT INC
+$29.5M
494,630
减持
NOW
SERVICENOW INC
-$28.7M
613,934
-24%
清仓
—
LYFT INC
-$27.8M
0
-100%
增持
PINS
PINTEREST INC
+$26.8M
4,809,858
+25%
增持
JNJ
JOHNSON & JOHNSON
+$26.3M
915,324
+13%
增持
—
RENAISSANCERE HLDGS LTD
-$26.3M
2,054,874
+1%
减持
KLAC
KLA CORP
-$26.2M
590,088
-25%
建仓
—
EXACT SCIENCES CORP
+$25.9M
24,000,000
减持
—
ELASTIC N V
-$25.9M
115,750
-80%
清仓
—
GUARDANT HEALTH INC
-$25.7M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$25.4M
3,071,844
-8%
减持
BMEA
BIOMEA FUSION INC
-$25.3M
500,000
-57%
清仓
SCI
SERVICE CORP INTL
-$25.1M
0
-100%
增持
ATR
APTARGROUP INC
+$24.9M
402,770
+119%
增持
—
DROPBOX INC
+$24.8M
44,000,000
+120%
减持
MPWR
MONOLITHIC PWR SYS INC
+$24.1M
669,038
-1%
减持
—
AON PLC
-$24.1M
460,000
-21%
减持
INCY
INCYTE CORP
-$23.3M
2,180,000
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$22.9M
2,049,976
-6%
清仓
—
AKAMAI TECHNOLOGIES INC
-$22.2M
0
-100%
减持
—
ALCON AG
-$21.7M
310,082
-54%
增持
BIDU
BAIDU INC
+$21.7M
1,428,566
+24%
建仓
AXP
AMERICAN EXPRESS CO
+$21.3M
122,496
建仓
—
JFROG LTD
+$21.1M
760,626
增持
VEEV
VEEVA SYS INC
+$20.9M
257,752
+57%
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$20.4M
1,821,524
+19%
清仓
—
PROMETHEUS BIOSCIENCES INC
-$19.9M
0
-100%
建仓
—
X4 PHARMACEUTICALS INC
+$19.4M
10,000,000
建仓
—
NATIONAL VISION HLDGS INC
+$18.9M
18,000,000
清仓
UNH
UNITEDHEALTH GROUP INC
-$18.4M
0
-100%
减持
PI
IMPINJ INC
-$17.1M
22,360
-84%
减持
A
AGILENT TECHNOLOGIES INC
-$16.9M
193,268
-33%
减持
MSCI
MSCI INC
-$16.5M
33,024
-42%
减持
PEN
PENUMBRA INC
+$16.3M
257,112
-1%
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$16.3M
252,718
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$15.9M
0
-100%
清仓
—
JETBLUE AIRWAYS CORP
-$15.4M
0
-100%
清仓
—
ZILLOW GROUP INC
-$15.4M
0
-100%
增持
—
CERIDIAN HCM HLDG INC
+$14.8M
48,976,000
+55%
增持
—
LIVANOVA PLC
+$14.5M
1,393,452
+6%
清仓
TTD
THE TRADE DESK INC
-$14.4M
0
-100%
清仓
—
H WORLD GROUP LTD
-$13.5M
0
-100%
增持
POWI
POWER INTEGRATIONS INC
+$13.2M
875,930
+6%
减持
—
ARCH CAP GROUP LTD
+$13.0M
7,268,584
-7%
增持
AME
AMETEK INC
+$12.7M
143,524
+99%
减持
—
ESSENT GROUP LTD
+$12.7M
5,320,000
-10%
增持
BRZE
BRAZE INC
+$12.5M
534,352
+70%
清仓
USB
US BANCORP DEL
-$12.5M
0
-100%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$11.8M
4,500,000
+29%
减持
URI
UNITED RENTALS INC
-$11.5M
103,686
-29%
减持
UBER
UBER TECHNOLOGIES INC
-$11.5M
4,736,350
-30%
减持
ON
ON SEMICONDUCTOR CORP
+$11.4M
2,686,514
-9%
建仓
DYN
DYNE THERAPEUTICS INC
+$11.3M
1,000,000
增持
PGR
PROGRESSIVE CORP
-$11.2M
1,212,000
+1%
增持
—
SEA LTD
+$11.2M
35,400,000
+74%
建仓
—
ETSY INC
+$10.9M
13,000,000
清仓
—
NCL CORP LTD
-$10.8M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$10.8M
58,640
+59%
