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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 30
增持 45
减持 51
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
—
INDIVIOR PLC
+$783.2M
285,077
减持
NVDA
NVIDIA CORPORATION
+$491.9M
1,343,514
-8%
增持
META
META PLATFORMS INC
+$354.2M
1,402,464
+52%
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
AAPL
APPLE INC
-$305.9M
1,443,213
-50%
增持
NET
CLOUDFLARE INC
+$185.7M
2,545,244
+249%
增持
AVGO
BROADCOM INC
+$131.7M
160,058
+122%
增持
—
CYBERARK SOFTWARE LTD
+$128.5M
887,716
+81%
减持
—
FERGUSON PLC NEW
-$125.0M
149,679
-19%
增持
MSFT
MICROSOFT CORP
+$121.9M
2,056,215
+4%
增持
PSTG
PURE STORAGE INC
+$121.2M
4,381,395
+47%
减持
SNOW
SNOWFLAKE INC
-$107.6M
17,313
-97%
建仓
AMAT
APPLIED MATLS INC
+$107.1M
519,332
减持
PANW
PALO ALTO NETWORKS INC
-$103.8M
36,161
-91%
清仓
RMBS
RAMBUS INC DEL
-$103.2M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$102.9M
2,280,880
+17%
增持
—
ARISTA NETWORKS INC
+$96.0M
971,432
+23%
减持
ZS
ZSCALER INC
-$95.2M
13,061
-97%
增持
—
SPOTIFY TECHNOLOGY S A
+$92.4M
435,970
+262%
建仓
—
CONFLUENT INC
+$84.0M
2,753,169
增持
COHR
COHERENT CORP
+$78.3M
1,403,662
+797%
增持
QCOM
QUALCOMM INC
+$77.6M
1,071,591
+49%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$76.2M
552,904
+57%
减持
GOOGL
ALPHABET INC
-$75.6M
1,738,819
-28%
减持
LEGN
LEGEND BIOTECH CORP
-$73.7M
156,075
-89%
增持
—
JFROG LTD
+$73.1M
2,091,820
+273%
减持
GOOG
ALPHABET INC
-$72.2M
1,808,248
-27%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$72.2M
823,481
+10%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$66.5M
0
-100%
减持
ADBE
ADOBE INC
-$66.3M
95,078
-50%
增持
MELI
MERCADOLIBRE INC
+$63.7M
74,949
+138%
减持
HUBS
HUBSPOT INC
-$61.3M
99,727
-53%
减持
MPWR
MONOLITHIC PWR SYS INC
-$60.9M
115,166
-48%
清仓
—
AON PLC
-$59.7M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$58.0M
3,076,855
-9%
减持
MDB
MONGODB INC
-$57.9M
235,923
-32%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$57.3M
1,798,492
增持
MRVL
MARVELL TECHNOLOGY INC
+$55.9M
1,147,460
+172%
建仓
UNH
UNITEDHEALTH GROUP INC
+$54.9M
111,043
减持
—
ARCH CAP GROUP LTD
+$53.9M
3,108,121
-1%
增持
NFLX
NETFLIX INC
+$52.4M
295,461
+13%
建仓
APH
AMPHENOL CORP NEW
+$49.7M
430,945
建仓
TER
TERADYNE INC
+$48.1M
425,997
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$47.9M
6,885,922
+9%
减持
TSLA
TESLA INC
-$43.1M
495,381
-5%
建仓
NTNX
NUTANIX INC
+$42.8M
692,677
减持
—
RENAISSANCERE HLDGS LTD
+$40.6M
1,086,328
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$39.7M
368,951
+16%
建仓
ITGR
INTEGER HLDGS CORP
+$38.3M
328,668
减持
PINS
PINTEREST INC
-$37.7M
1,367,325
-40%
增持
CRM
SALESFORCE INC
+$37.7M
364,857
+33%
清仓
ABT
ABBOTT LABS
-$35.8M
0
-100%
增持
AMGN
AMGEN INC
+$34.4M
369,346
+51%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$33.4M
125,205
减持
SHOP
SHOPIFY INC
-$32.4M
1,602,816
-20%
减持
WRB
BERKLEY W R CORP
+$32.0M
1,887,500
-1%
建仓
CGON
CG ONCOLOGY INC
+$32.0M
729,166
增持
PGR
PROGRESSIVE CORP
+$31.5M
604,844
+3%
增持
KLAC
KLA CORP
+$30.7M
240,226
+2%
建仓
BRO
BROWN & BROWN INC
+$30.6M
350,000
减持
XENE
XENON PHARMACEUTICALS INC
-$28.8M
2,612,108
-15%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$28.7M
1,515,000
+18%
增持
—
EVEREST GROUP LTD
+$28.7M
330,978
+14%
减持
HCA
HCA HEALTHCARE INC
-$28.4M
212,120
-42%
减持
ADUS
ADDUS HOMECARE CORP
-$27.7M
33,616
-90%
增持
LLY
ELI LILLY & CO
+$27.7M
118,443
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$25.9M
1,004,215
+5%
建仓
kspi us equity
KASPI KZ JSC
+$25.8M
200,589
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$24.3M
0
-100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$24.3M
74,000
减持
—
FABRINET
-$23.8M
446,068
-22%
增持
SNPS
SYNOPSYS INC
+$23.5M
278,632
+6%
增持
—
LONGBOARD PHARMACEUTICALS IN
+$22.2M
1,305,431
+31%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$22.0M
546,519
+141%
清仓
—
QIAGEN NV
-$21.9M
0
-100%
清仓
DT
DYNATRACE INC
-$21.8M
0
-100%
减持
ARM
ARM HOLDINGS PLC
+$20.1M
731,026
-27%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$19.9M
354,480
+49%
清仓
IQV
IQVIA HLDGS INC
-$19.7M
0
-100%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$19.5M
1,252,586
+38%
增持
TTD
THE TRADE DESK INC
+$19.3M
1,021,052
+5%
增持
—
AVADEL PHARMACEUTICALS PLC
+$18.7M
6,753,672
+0%
减持
ON
ON SEMICONDUCTOR CORP
-$18.6M
51,200
-81%
增持
—
ICON PLC
+$18.3M
97,090
+92%
减持
—
SHOCKWAVE MED INC
-$18.3M
18,124
-86%
建仓
—
UBER TECHNOLOGIES INC
+$18.0M
16,000,000
减持
VERA
VERA THERAPEUTICS INC
+$18.0M
675,000
-7%
清仓
SQ
BLOCK INC
-$17.5M
0
-100%
减持
PDD
PDD HOLDINGS INC
-$17.4M
343,207
-12%
减持
THC
TENET HEALTHCARE CORP
-$17.3M
34,214
-88%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$17.2M
350,000
增持
BDX
BECTON DICKINSON & CO
+$17.2M
130,177
+112%
建仓
—
NVENT ELECTRIC PLC
+$17.1M
227,251
建仓
C
CITIGROUP INC
+$16.9M
267,108
建仓
—
QIAGEN NV
+$16.8M
335,692
增持
NU
NU HLDGS LTD
+$16.8M
1,424,178
+6129%
建仓
GS
GOLDMAN SACHS GROUP INC
+$16.5M
39,405
清仓
BIDU
BAIDU INC
-$16.5M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$16.4M
0
-100%
减持
IRON
DISC MEDICINE INC
-$16.3M
244,928
-55%
减持
—
CHUBB LIMITED
+$16.1M
850,390
-6%
增持
—
MONDAY COM LTD
+$16.1M
330,425
+6%
建仓
—
ROIVANT SCIENCES LTD
+$15.8M
1,500,000
减持
—
Y-MABS THERAPEUTICS INC
+$15.7M
1,831,000
-11%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$15.5M
1,500,000
-14%
建仓
OTEX
OPEN TEXT CORP
+$14.5M
309,890
建仓
—
NOVA LTD
+$14.5M
81,874
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$14.2M
788,384
-28%
减持
BSX
BOSTON SCIENTIFIC CORP
-$14.1M
649,003
-36%
清仓
ENPH
ENPHASE ENERGY INC
-$13.9M
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$13.8M
342,414
+77%
建仓
CVLT
COMMVAULT SYS INC
+$13.7M
135,404
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$13.5M
857,957
-8%
清仓
RY
ROYAL BK CDA
-$13.1M
0
-100%
减持
DASH
DOORDASH INC
+$13.0M
589,807
-14%
减持
—
ESSENT GROUP LTD
+$12.8M
2,330,500
-2%
建仓
VRNS
VARONIS SYS INC
+$12.6M
266,879
增持
—
EATON CORP PLC
+$12.5M
49,898
+289%
增持
WMT
WALMART INC
+$12.5M
301,725
+737%
清仓
—
BLACKLINE INC
-$12.3M
0
-100%
清仓
—
DATADOG INC
-$12.2M
0
-100%
减持
CGNX
COGNEX CORP
-$12.2M
231,074
-56%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$12.0M
471,000
-3%
减持
NOW
SERVICENOW INC
+$11.9M
239,071
-1%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
+$11.8M
771,358
-16%
清仓
MS
MORGAN STANLEY
-$11.1M
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$11.1M
500,548
-8%
清仓
USB
US BANCORP DEL
-$11.1M
0
-100%
清仓
—
ZILLOW GROUP INC
-$11.1M
0
-100%
建仓
SLN
SILENCE THERAPEUTICS PLC
+$10.8M
500,000
减持
MCK
MCKESSON CORP
+$10.8M
158,656
-1%
减持
INTU
INTUIT
-$10.6M
21,707
-45%
减持
MA
MASTERCARD INCORPORATED
-$10.4M
116,798
-25%
清仓
TEAM
ATLASSIAN CORPORATION
-$10.3M
0
-100%
清仓
—
CERIDIAN HCM HLDG INC
-$10.2M
0
-100%
减持
—
ARRAY TECHNOLOGIES INC
-$10.1M
4,350,000
-70%
建仓
OWL
BLUE OWL CAPITAL INC
+$10.1M
533,754
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$10.1M
1,940,510
+0%
减持
—
NUTANIX INC
-$10.0M
12,510,000
-49%
建仓
—
ON SEMICONDUCTOR CORP
+$9.9M
10,000,000
清仓
ROK
ROCKWELL AUTOMATION INC
-$9.8M
0
-100%
增持
CVE
CENOVUS ENERGY INC
+$9.1M
1,129,411
+22%
清仓
—
BLACKROCK INC
-$8.8M
0
-100%
减持
INSM
INSMED INC
-$8.8M
251,700
-50%
增持
—
REVANCE THERAPEUTICS INC
-$8.7M
3,884,819
+23%
增持
SPGI
S&P GLOBAL INC
+$8.7M
58,617
+59%
清仓
EWBC
EAST WEST BANCORP INC
-$8.5M
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$8.4M
0
-100%
建仓
KKR
KKR & CO INC
+$8.2M
81,995
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$8.2M
90,382
减持
MP
MP MATERIALS CORP
-$8.2M
255,000
-57%
