小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 3
减持 135
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IRON
DISC MEDICINE INC
-$1.89B
546,915
-99%
减持
TEAM
ATLASSIAN CORPORATION
-$1.71B
91,815
-99%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$1.58B
814,978
-99%
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
MSFT
MICROSOFT CORP
-$899.6M
2,457,791
-50%
减持
AAPL
APPLE INC
-$845.6M
3,192,897
-56%
减持
NVDA
NVIDIA CORPORATION
-$669.7M
1,682,253
-49%
减持
AMD
ADVANCED MICRO DEVICES INC
-$455.0M
3,548,018
-51%
减持
META
META PLATFORMS INC
-$308.5M
1,292,072
-47%
减持
GOOG
ALPHABET INC
-$283.0M
2,845,953
-48%
减持
—
ARCH CAP GROUP LTD
-$280.6M
3,304,943
-55%
减持
AMZN
AMAZON COM INC
-$264.1M
1,832,743
-52%
减持
GOOGL
ALPHABET INC
-$263.1M
2,733,651
-47%
减持
MPWR
MONOLITHIC PWR SYS INC
-$235.3M
273,091
-59%
减持
PANW
PALO ALTO NETWORKS INC
-$215.9M
542,041
-60%
减持
HUBS
HUBSPOT INC
-$207.7M
306,354
-55%
减持
MRSH
MARSH & MCLENNAN COS INC
-$202.3M
963,122
-53%
清仓
—
SEAGEN INC
-$188.2M
0
-100%
减持
MCK
MCKESSON CORP
-$178.1M
220,486
-66%
减持
—
CHUBB LIMITED
-$174.0M
903,741
-52%
减持
SHOP
SHOPIFY INC
-$172.2M
2,007,288
-54%
减持
INSP
INSPIRE MED SYS INC
-$171.6M
2,690
-99%
减持
KLAC
KLA CORP
-$170.9M
251,319
-57%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$164.9M
1,515,072
-51%
减持
—
RENAISSANCERE HLDGS LTD
-$164.6M
1,104,756
-46%
减持
—
REVANCE THERAPEUTICS INC
-$163.3M
4,160,311
-50%
减持
DXCM
DEXCOM INC
-$163.0M
935,504
-52%
减持
NOW
SERVICENOW INC
-$161.3M
328,693
-46%
减持
MELI
MERCADOLIBRE INC
-$156.9M
26,960
-83%
减持
ISRG
INTUITIVE SURGICAL INC
-$154.0M
266,821
-61%
减持
ON
ON SEMICONDUCTOR CORP
-$147.9M
1,142,468
-57%
减持
—
ALKERMES PLC
-$141.9M
1,388,016
-76%
减持
MKL
MARKEL GROUP INC
-$141.4M
94,200
-53%
减持
—
ESSENT GROUP LTD
-$135.5M
2,400,000
-55%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$133.5M
375,000
-50%
减持
LEGN
LEGEND BIOTECH CORP
-$132.7M
1,872,118
-50%
减持
SNPS
SYNOPSYS INC
-$131.1M
300,109
-51%
减持
XENE
XENON PHARMACEUTICALS INC
-$130.1M
3,003,747
-50%
减持
UBER
UBER TECHNOLOGIES INC
-$123.8M
1,754,739
-63%
减持
WDAY
WORKDAY INC
-$119.7M
191,037
-73%
减持
HCA
HCA HEALTHCARE INC
-$119.5M
331,945
-50%
减持
—
CONFLUENT INC
-$117.7M
1,943,168
-61%
减持
BABA
ALIBABA GROUP HLDG LTD
-$117.6M
35,640
-98%
减持
WRB
BERKLEY W R CORP
-$116.0M
1,925,000
-52%
减持
—
ARISTA NETWORKS INC
-$113.4M
643,991
-55%
减持
V
VISA INC
-$112.4M
341,197
-58%
减持
TRV
TRAVELERS COMPANIES INC
-$111.1M
565,799
-52%
减持
BIDU
BAIDU INC
-$108.8M
646,231
-55%
减持
BIIB
BIOGEN INC
-$108.0M
300,000
-54%
清仓
SNY
SANOFI
-$107.8M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$107.6M
908,142
-49%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$105.1M
1,174,226
-50%
减持
EXEL
EXELIXIS INC
-$103.6M
1,066,646
-84%
减持
—
AVADEL PHARMACEUTICALS PLC
-$103.0M
4,512,964
-50%
减持
—
R1 RCM INC
-$101.7M
4,696,412
-50%
减持
INCY
INCYTE CORP
-$101.6M
590,000
-73%
减持
QCOM
QUALCOMM INC
-$99.8M
576,823
-58%
减持
NET
CLOUDFLARE INC
-$99.5M
200,319
-88%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$97.2M
2,426,756
-50%
减持
CYTK
CYTOKINETICS INC
-$95.0M
2,654,445
-50%
减持
JNJ
JOHNSON & JOHNSON
-$93.8M
370,662
-60%
减持
—
AON PLC
-$92.3M
205,000
-55%
减持
RMBS
RAMBUS INC DEL
-$89.1M
1,414,394
-46%
减持
MA
MASTERCARD INCORPORATED
-$87.7M
232,560
-49%
减持
—
EVEREST GROUP LTD
-$87.4M
280,000
-50%
减持
MDB
MONGODB INC
-$86.4M
248,259
-41%
减持
—
INDIVIOR PLC
-$84.7M
2,621,150
-57%
减持
PINS
PINTEREST INC
-$83.8M
1,764,773
-63%
减持
REGN
REGENERON PHARMACEUTICALS
-$81.4M
132,500
-50%
减持
POWI
POWER INTEGRATIONS INC
-$79.0M
51,000
-94%
减持
PSTG
PURE STORAGE INC
-$79.0M
4,068,672
-33%
减持
PGR
PROGRESSIVE CORP
-$78.6M
587,500
-52%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$71.6M
500,000
-52%
建仓
ADBE
ADOBE INC
+$70.4M
138,152
减持
MRVL
MARVELL TECHNOLOGY INC
-$70.4M
1,938,408
-34%
减持
FAF
FIRST AMERN FINL CORP
-$68.8M
700,000
-63%
减持
RBLX
ROBLOX CORP
-$67.4M
1,207,829
-52%
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$66.6M
939,012
-60%
减持
ADI
ANALOG DEVICES INC
-$65.4M
149,330
-68%
减持
CRM
SALESFORCE INC
-$64.7M
294,656
-50%
减持
—
LINDE PLC
-$64.5M
91,702
-65%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$64.0M
156,850
-55%
减持
LLY
ELI LILLY & CO
-$63.9M
120,050
-56%
减持
—
CYBERARK SOFTWARE LTD
-$63.7M
594,809
-42%
建仓
ZS
ZSCALER INC
+$61.7M
396,435
减持
FSLR
FIRST SOLAR INC
-$61.6M
267,370
-52%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$57.7M
10,762
-99%
减持
PEN
PENUMBRA INC
-$57.4M
128,205
-50%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$56.6M
1,287,500
-51%
减持
—
FABRINET
-$56.5M
542,754
-52%
减持
TSLA
TESLA INC
-$56.5M
535,749
-26%
减持
BSX
BOSTON SCIENTIFIC CORP
-$55.0M
661,446
-60%
减持
TDC
TERADATA CORP DEL
-$54.1M
935,108
-48%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$51.6M
1,600,000
-50%
减持
—
FERGUSON PLC NEW
-$50.6M
197,489
-10%
减持
INSM
INSMED INC
-$49.6M
861,400
-75%
减持
ABNB
AIRBNB INC
-$49.6M
413,630
-50%
减持
MMSI
MERIT MED SYS INC
-$48.8M
478,342
-51%
减持
HGTY
HAGERTY INC
-$48.3M
4,581,705
-50%
减持
BDX
BECTON DICKINSON & CO
-$48.3M
88,924
-67%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$47.7M
235,000
-50%
减持
SNOW
SNOWFLAKE INC
-$47.4M
666,717
-21%
减持
ENPH
ENPHASE ENERGY INC
-$47.2M
208,450
-52%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$44.8M
1,654,470
-45%
增持
—
APELLIS PHARMACEUTICALS INC
-$44.6M
1,053,875
+13%
增持
PDD
PDD HOLDINGS INC
+$44.3M
457,248
+5368%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$43.1M
3,117,944
-50%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$42.7M
350,000
-59%
减持
ABBV
ABBVIE INC
-$42.0M
366,872
-49%
减持
ADUS
ADDUS HOMECARE CORP
-$41.5M
339,141
-55%
减持
—
KARUNA THERAPEUTICS INC
-$40.1M
151,450
-50%
减持
USFD
US FOODS HLDG CORP
-$39.2M
599,852
-58%
减持
—
BLACKLINE INC
-$38.8M
38,250,000
-55%
减持
DNLI
DENALI THERAPEUTICS INC
-$38.7M
1,007,086
-50%
减持
—
DROPBOX INC
-$38.5M
4,000,000
-91%
减持
JPM
JPMORGAN CHASE & CO
-$38.4M
261,277
-50%
减持
TCOM
TRIP COM GROUP LTD
-$38.2M
1,076,689
-50%
清仓
—
AIR TRANS SVCS GROUP INC
-$37.8M
0
-100%
清仓
—
SEA LTD
-$36.2M
0
-100%
建仓
—
CRH PLC
+$35.9M
656,216
减持
DT
DYNATRACE INC
-$35.8M
567,912
-53%
减持
—
NUTANIX INC
-$35.7M
28,510,000
-60%
减持
RLI
RLI CORP
-$35.6M
260,000
-50%
减持
—
LIVANOVA PLC
-$35.6M
682,274
-51%
减持
—
AMDOCS LTD
-$35.1M
221,144
-59%
减持
AFL
AFLAC INC
-$34.2M
500,000
-52%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$34.2M
325,000
-57%
减持
ANSS
ANSYS INC
-$32.8M
43,404
-69%
减持
AMG
AFFILIATED MANAGERS GROUP IN
-$32.0M
87,684
-70%
减持
BKNG
BOOKING HOLDINGS INC
-$31.3M
5,290
-70%
清仓
—
LIBERTY MEDIA CORP DEL
-$31.2M
0
-100%
减持
—
SSR MINING IN
-$31.0M
2,549,000
-92%
减持
PLRX
PLIANT THERAPEUTICS INC
-$30.6M
1,665,000
-49%
减持
—
ICON PLC
-$30.3M
57,560
-68%
清仓
—
BLACK KNIGHT INC
-$29.5M
0
-100%
减持
CGNX
COGNEX CORP
-$29.4M
141,488
-78%
减持
VEEV
VEEVA SYS INC
-$29.1M
107,510
-58%
减持
—
QIAGEN NV
-$28.4M
551,962
-51%
减持
—
MONDAY COM LTD
-$27.9M
431,738
-23%
减持
—
MERUS N V
-$27.7M
500,000
-67%
减持
ATR
APTARGROUP INC
-$27.5M
153,624
-62%
减持
FISV
FISERV INC
-$27.3M
130,646
-61%
建仓
HUM
HUMANA INC
+$27.2M
56,000
减持
—
DECIPHERA PHARMACEUTICALS IN
-$27.0M
1,750,000
-50%
减持
—
JAMES RIV GROUP LTD
-$26.7M
1,262,500
-50%
减持
MOH
MOLINA HEALTHCARE INC
-$26.7M
59,786
-61%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$26.5M
301,665
-57%
增持
AXON
AXON ENTERPRISE INC
+$26.4M
265,464
+96%
减持
—
ASCENDIS PHARMA A/S
-$26.4M
19,000,000
-60%
清仓
—
EXACT SCIENCES CORP
-$25.9M
0
-100%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$25.7M
0
-100%
