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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 27
增持 40
减持 63
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
—
FERGUSON PLC NEW
+$1.81B
184,295
-7%
增持
MU
MICRON TECHNOLOGY INC
+$157.7M
1,944,966
+1490%
减持
AMD
ADVANCED MICRO DEVICES INC
+$132.6M
3,374,048
-5%
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。
建仓
NFLX
NETFLIX INC
+$127.0M
260,924
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$95.9M
352,185
增持
—
ELASTIC N V
+$86.0M
866,220
+504%
减持
ON
ON SEMICONDUCTOR CORP
-$83.8M
268,100
-77%
建仓
AVGO
BROADCOM INC
+$80.5M
72,090
增持
AMZN
AMAZON COM INC
+$80.4M
2,062,322
+13%
减持
MRVL
MARVELL TECHNOLOGY INC
-$79.5M
422,200
-78%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$73.6M
835,833
+157%
建仓
ARM
ARM HOLDINGS PLC
+$71.3M
1,005,763
减持
—
R1 RCM INC
-$70.6M
12,027
-100%
减持
BIDU
BAIDU INC
-$70.4M
138,153
-79%
建仓
TTD
THE TRADE DESK INC
+$70.0M
972,428
建仓
DASH
DOORDASH INC
+$68.2M
689,766
增持
—
ARISTA NETWORKS INC
+$67.3M
788,612
+22%
增持
AMGN
AMGEN INC
+$64.7M
244,992
+1028%
增持
REGN
REGENERON PHARMACEUTICALS
+$64.7M
197,847
+49%
减持
META
META PLATFORMS INC
-$61.1M
923,318
-29%
清仓
—
INDIVIOR PLC
-$60.5M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$59.2M
175,000
-53%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$57.6M
3,135,871
+29%
清仓
—
CONFLUENT INC
-$57.5M
0
-100%
减持
DXCM
DEXCOM INC
-$56.9M
244,667
-74%
清仓
ABNB
AIRBNB INC
-$56.8M
0
-100%
增持
MDB
MONGODB INC
+$56.6M
348,479
+40%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$54.4M
1,099,196
-27%
减持
JNJ
JOHNSON & JOHNSON
-$49.8M
50,730
-86%
增持
—
AVADEL PHARMACEUTICALS PLC
+$48.9M
6,751,782
+50%
增持
NET
CLOUDFLARE INC
+$48.2M
730,223
+265%
减持
SHOP
SHOPIFY INC
+$46.6M
2,003,722
-0%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$44.6M
2,940,672
+96%
增持
ADBE
ADOBE INC
+$43.9M
191,607
+39%
减持
LEGN
LEGEND BIOTECH CORP
-$43.3M
1,370,476
-27%
清仓
FSLR
FIRST SOLAR INC
-$43.2M
0
-100%
清仓
TDC
TERADATA CORP DEL
-$42.1M
0
-100%
减持
CYTK
CYTOKINETICS INC
+$40.1M
1,417,054
-47%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$39.8M
751,404
-17%
增持
QCOM
QUALCOMM INC
+$39.8M
718,114
+24%
清仓
—
ALKERMES PLC
-$38.9M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$38.6M
3,066,628
+2%
减持
PSTG
PURE STORAGE INC
-$38.3M
2,990,316
-27%
清仓
TCOM
TRIP COM GROUP LTD
-$37.7M
0
-100%
增持
PINS
PINTEREST INC
+$37.4M
2,297,269
+30%
增持
ZS
ZSCALER INC
+$36.1M
441,161
+11%
建仓
ABT
ABBOTT LABS
+$35.8M
325,000
减持
MSFT
MICROSOFT CORP
-$32.8M
1,976,424
-20%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$31.0M
0
-100%
减持
—
ARCH CAP GROUP LTD
-$30.0M
3,143,192
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$29.5M
318,763
+19%
减持
INCY
INCYTE CORP
-$28.4M
90,000
-85%
建仓
CABA
CABALETTA BIO INC
+$28.4M
1,250,000
减持
GOOG
ALPHABET INC
-$27.7M
2,465,837
-13%
减持
—
BLUEPRINT MEDICINES CORP
+$27.6M
865,000
-17%
减持
—
LIVANOVA PLC
-$27.1M
173,631
-75%
减持
HUBS
HUBSPOT INC
-$27.1M
213,293
-30%
清仓
—
KARUNA THERAPEUTICS INC
-$25.6M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$25.4M
156,209
-33%
增持
RMBS
RAMBUS INC DEL
+$24.3M
1,511,521
+7%
建仓
—
SHOCKWAVE MED INC
+$24.2M
126,908
增持
BSX
BOSTON SCIENTIFIC CORP
+$23.6M
1,013,105
+53%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$23.1M
1,750,000
-30%
减持
—
APELLIS PHARMACEUTICALS INC
+$23.0M
1,053,440
-0%
建仓
—
SPOTIFY TECHNOLOGY S A
+$22.6M
120,519
减持
KLAC
KLA CORP
+$21.9M
235,933
-6%
清仓
VEEV
VEEVA SYS INC
-$21.9M
0
-100%
减持
MCK
MCKESSON CORP
-$21.5M
160,691
-27%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$21.3M
501,300
+101%
增持
PODD
INSULET CORP
+$21.1M
110,971
+485%
减持
—
BLACKLINE INC
-$20.8M
13,950,000
-64%
减持
—
REVANCE THERAPEUTICS INC
-$19.9M
3,169,239
-24%
减持
GOOGL
ALPHABET INC
-$19.6M
2,420,199
-11%
清仓
MOH
MOLINA HEALTHCARE INC
-$19.6M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$18.7M
625,000
-47%
增持
WDAY
WORKDAY INC
+$18.4M
215,245
+13%
减持
MKL
MARKEL GROUP INC
-$18.0M
85,000
-10%
增持
—
FABRINET
+$17.7M
568,254
+5%
增持
HCA
HCA HEALTHCARE INC
+$17.5M
366,286
+10%
建仓
SQ
BLOCK INC
+$17.5M
226,096
减持
EXEL
EXELIXIS INC
-$16.0M
302,606
-72%
增持
CGNX
COGNEX CORP
+$16.0M
527,474
+273%
增持
MELI
MERCADOLIBRE INC
+$15.4M
31,543
+17%
减持
RBLX
ROBLOX CORP
-$14.6M
444,681
-63%
减持
CNQ
CANADIAN NAT RES LTD
-$14.5M
141,386
-64%
减持
—
INTRA-CELLULAR THERAPIES INC
+$14.4M
928,745
-7%
减持
HUM
HUMANA INC
-$14.3M
28,235
-50%
增持
—
BIOCERES CROP SOLUTIONS CORP
+$14.3M
1,196,053
+539%
清仓
FLYW
FLYWIRE CORPORATION
-$14.2M
0
-100%
减持
V
VISA INC
-$13.7M
248,769
-27%
建仓
IMO
IMPERIAL OIL LTD
+$13.5M
201,063
减持
NOW
SERVICENOW INC
-$13.4M
241,119
-27%
建仓
CNM
CORE & MAIN INC
+$13.4M
330,586
减持
PANW
PALO ALTO NETWORKS INC
-$13.0M
386,714
-29%
建仓
ADSK
AUTODESK INC
+$12.9M
52,900
建仓
—
WOLFSPEED INC
+$12.8M
11,200,000
减持
MPWR
MONOLITHIC PWR SYS INC
+$12.7M
220,219
-19%
减持
WRB
BERKLEY W R CORP
+$12.7M
1,907,500
-1%
建仓
H
HYATT HOTELS CORP
+$12.7M
97,193
减持
CRM
SALESFORCE INC
+$12.5M
274,413
-7%
减持
—
ESSENT GROUP LTD
+$12.4M
2,387,500
-1%
减持
PDD
PDD HOLDINGS INC
+$12.4M
391,378
-14%
减持
DDOG
DATADOG INC
+$12.1M
642,463
-11%
清仓
—
MERUS N V
-$11.8M
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$11.7M
546,513
-3%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$11.6M
193,808
建仓
LII
LENNOX INTL INC
+$11.6M
25,850
减持
—
CERIDIAN HCM HLDG INC
-$11.5M
11,288,000
-54%
减持
ENPH
ENPHASE ENERGY INC
-$11.2M
105,000
-50%
建仓
VERA
VERA THERAPEUTICS INC
+$11.2M
725,000
减持
DNLI
DENALI THERAPEUTICS INC
-$11.1M
452,669
-55%
增持
—
NXP SEMICONDUCTORS N V
+$10.7M
48,000
+3100%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$10.5M
1,939,365
+17%
减持
—
MONDAY COM LTD
-$10.2M
311,736
-28%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$10.2M
909,742
增持
—
GLOBANT S A
+$10.0M
168,508
+11%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$10.0M
915,452
+12%
减持
—
CYBERARK SOFTWARE LTD
+$9.9M
489,709
-18%
减持
NVDA
NVIDIA CORPORATION
-$9.7M
1,458,016
-13%
建仓
—
EXACT SCIENCES CORP
+$9.7M
10,000,000
建仓
—
WIX COM LTD
+$9.7M
78,824
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$9.3M
256,302
+19%
清仓
—
BIOMARIN PHARMACEUTICAL INC
-$8.9M
0
-100%
建仓
—
BLACKROCK INC
+$8.8M
10,861
清仓
OVV
OVINTIV INC
-$8.7M
0
-100%
减持
SNOW
SNOWFLAKE INC
+$8.5M
554,720
-17%
清仓
BILL
BILL HOLDINGS INC
-$8.5M
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$8.5M
0
-100%
增持
—
DATADOG INC
+$8.4M
8,750,000
+169%
清仓
—
X4 PHARMACEUTICALS INC
-$8.2M
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$8.2M
43,470
-53%
减持
BDX
BECTON DICKINSON & CO
-$8.0M
61,504
-31%
增持
—
WOLFSPEED INC
+$7.9M
554,400
+30%
清仓
—
TE CONNECTIVITY LTD
-$7.8M
0
-100%
增持
PLRX
PLIANT THERAPEUTICS INC
+$7.6M
2,015,000
+21%
增持
DV
DOUBLEVERIFY HLDGS INC
+$7.6M
319,816
+114%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$7.6M
1,850,000
+6%
清仓
GTLB
GITLAB INC
-$7.6M
0
-100%
增持
SYRE
SPYRE THERAPEUTICS INC
+$7.1M
500,000
+67%
建仓
COHR
COHERENT CORP
+$6.8M
156,490
建仓
KVYO
KLAVIYO INC
+$6.8M
244,583
减持
AAPL
APPLE INC
+$6.7M
2,880,033
-10%
减持
JPM
JPMORGAN CHASE & CO
+$6.3M
259,875
-1%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$6.3M
487,500
-3%
建仓
CHWY
CHEWY INC
+$6.3M
265,156
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$6.2M
185,000
-21%
减持
INSM
INSMED INC
-$6.1M
504,275
-41%
建仓
—
LIVENT CORP
+$6.0M
335,000
增持
—
JFROG LTD
+$6.0M
560,916
+6%
减持
—
CRH PLC
+$5.9M
604,197
-8%
