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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 55
减持 50
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
—
FERGUSON PLC NEW
-$1.70B
102,218
-32%
清仓
—
INDIVIOR PLC
-$783.2M
0
-100%
增持
AVGO
BROADCOM INC
+$258.7M
293,255
+83%
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
AMD
ADVANCED MICRO DEVICES INC
-$236.1M
1,968,048
-36%
增持
APH
AMPHENOL CORP NEW
+$179.2M
3,398,383
+689%
增持
GOOGL
ALPHABET INC
+$172.4M
2,387,139
+37%
增持
GOOG
ALPHABET INC
+$165.4M
2,402,582
+33%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$114.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$111.8M
10,731,078
+699%
清仓
CRM
SALESFORCE INC
-$109.9M
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$104.6M
463,764
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$102.4M
226,580
-59%
增持
TER
TERADYNE INC
+$97.8M
983,476
+131%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$92.2M
6,560,415
增持
QCOM
QUALCOMM INC
+$90.1M
1,363,377
+27%
清仓
COHR
COHERENT CORP
-$85.1M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$83.6M
2,679,885
+17%
减持
—
JFROG LTD
-$79.6M
342,621
-84%
减持
NFLX
NETFLIX INC
-$78.4M
149,793
-49%
建仓
—
MERUS N V
+$75.0M
1,267,052
增持
AAPL
APPLE INC
+$73.9M
1,526,056
+6%
减持
DASH
DOORDASH INC
-$71.4M
90,729
-85%
增持
MPWR
MONOLITHIC PWR SYS INC
+$68.8M
178,624
+55%
减持
MDB
MONGODB INC
-$66.0M
74,436
-68%
减持
SNPS
SYNOPSYS INC
-$64.1M
159,823
-43%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$61.2M
8,800
-99%
清仓
WDAY
WORKDAY INC
-$60.9M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$59.6M
556,692
+28%
减持
—
MONDAY COM LTD
-$58.2M
68,353
-79%
增持
VRNS
VARONIS SYS INC
+$58.1M
1,473,146
+452%
减持
UBER
UBER TECHNOLOGIES INC
-$56.4M
257,207
-74%
减持
SHOP
SHOPIFY INC
-$52.2M
1,081,875
-33%
增持
AMGN
AMGEN INC
+$52.2M
503,110
+36%
清仓
ADBE
ADOBE INC
-$48.0M
0
-100%
建仓
—
AVIDITY BIOSCIENCES INC
+$45.5M
1,114,101
增持
AXON
AXON ENTERPRISE INC
+$44.2M
338,749
+91%
增持
—
CONFLUENT INC
+$40.7M
4,224,546
+53%
增持
PINS
PINTEREST INC
+$39.7M
1,976,000
+45%
增持
KLAC
KLA CORP
+$38.7M
250,512
+4%
增持
NU
NU HLDGS LTD
+$36.5M
4,148,172
+191%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$34.1M
285,000
+21%
增持
AMAT
APPLIED MATLS INC
+$33.1M
593,892
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$32.7M
774,205
-6%
减持
REGN
REGENERON PHARMACEUTICALS
-$30.5M
133,031
-25%
减持
NOW
SERVICENOW INC
-$30.2M
193,279
-19%
增持
SYK
STRYKER CORPORATION
+$30.2M
112,801
+391%
减持
MSFT
MICROSOFT CORP
-$28.1M
1,873,469
-9%
清仓
CVE
CENOVUS ENERGY INC
-$27.3M
0
-100%
增持
PDD
PDD HOLDINGS INC
+$26.8M
501,389
+46%
减持
MELI
MERCADOLIBRE INC
-$26.3M
52,981
-29%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$25.0M
948,438
+23%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$23.6M
0
-100%
清仓
BIO
BIO RAD LABS INC
-$23.2M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$22.9M
610,552
-21%
建仓
NUVL
NUVALENT INC
+$21.8M
287,500
建仓
ORCL
ORACLE CORP
+$21.2M
150,414
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$20.7M
1,744,857
-3%
增持
—
APELLIS PHARMACEUTICALS INC
-$20.6M
1,079,440
+2%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$20.4M
1,000,000
+186%
增持
CYTK
CYTOKINETICS INC
+$20.4M
2,454,665
+53%
清仓
CNQ
CANADIAN NAT RES LTD
-$18.9M
0
-100%
清仓
—
ALCON AG
-$18.8M
0
-100%
增持
SE
SEA LTD
+$17.8M
569,183
+34%
减持
HCA
HCA HEALTHCARE INC
-$17.8M
164,934
-22%
建仓
BRKR
BRUKER CORP
+$17.3M
271,555
清仓
IMO
IMPERIAL OIL LTD
-$17.1M
0
-100%
清仓
—
QIAGEN NV
-$16.8M
0
-100%
增持
IMCR
IMMUNOCORE HLDGS PLC
-$15.6M
502,570
+0%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$15.2M
650,000
增持
WRB
BERKLEY W R CORP
-$14.9M
1,935,000
+3%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$14.5M
3,076,783
+1%
清仓
OTEX
OPEN TEXT CORP
-$14.5M
0
-100%
清仓
HUM
HUMANA INC
-$13.9M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$13.6M
2,536,058
-3%
增持
—
ELASTIC N V
+$13.5M
935,369
+1%
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$13.3M
678,169
-21%
建仓
RXST
RXSIGHT INC
+$13.3M
220,607
建仓
JSPR
JASPER THERAPEUTICS INC
+$13.2M
581,538
减持
—
ARCH CAP GROUP LTD
+$13.1M
2,977,846
-4%
减持
ARM
ARM HOLDINGS PLC
+$13.1M
638,611
-13%
增持
—
CYBERARK SOFTWARE LTD
+$13.0M
909,839
+2%
增持
kspi us equity
KASPI KZ JSC
+$12.7M
298,490
+49%
减持
BIIB
BIOGEN INC
-$12.5M
225,000
-25%
减持
NTNX
NUTANIX INC
-$12.4M
533,300
-23%
增持
—
GLOBANT S A
+$12.4M
267,715
+53%
增持
—
BLUEPRINT MEDICINES CORP
+$12.3M
875,000
+1%
减持
—
CRH PLC
-$12.0M
409,473
-17%
增持
CABA
CABALETTA BIO INC
-$11.9M
1,253,500
+0%
清仓
—
JAMES RIV GROUP LTD
-$11.7M
0
-100%
减持
—
WOLFSPEED INC
-$11.6M
640,000
-28%
增持
TSLA
TESLA INC
+$11.4M
497,672
+0%
建仓
—
INFORMATICA INC
+$11.2M
362,416
增持
UNH
UNITEDHEALTH GROUP INC
+$10.8M
128,987
+16%
减持
—
PROASSURANCE CORP
-$10.7M
1,396,122
-35%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$10.4M
1,143,943
+3%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$10.4M
1,002,586
-20%
增持
INSM
INSMED INC
+$10.3M
255,000
+1%
清仓
OWL
BLUE OWL CAPITAL INC
-$10.1M
0
-100%
减持
—
REVANCE THERAPEUTICS INC
-$9.9M
3,567,139
-8%
减持
ADSK
AUTODESK INC
-$9.9M
17,900
-67%
建仓
APGE
APOGEE THERAPEUTICS INC
+$9.8M
250,000
减持
VRT
VERTIV HOLDINGS CO
-$9.8M
11,000
-92%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$9.6M
741,049
+19%
清仓
—
WIX COM LTD
-$9.5M
0
-100%
清仓
DNLI
DENALI THERAPEUTICS INC
-$9.3M
0
-100%
建仓
NDAQ
NASDAQ INC
+$9.1M
150,940
减持
INTU
INTUIT
-$8.8M
8,004
-63%
增持
FIS
FIDELITY NATL INFORMATION SV
+$8.6M
451,512
+32%
减持
URI
UNITED RENTALS INC
-$8.6M
26,395
-26%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$8.6M
253,203
-29%
建仓
PEPG
PEPGEN INC
+$8.5M
531,097
减持
MCK
MCKESSON CORP
-$8.4M
131,381
-17%
增持
—
LONGBOARD PHARMACEUTICALS IN
+$8.4M
1,354,505
+4%
建仓
DELL
DELL TECHNOLOGIES INC
+$8.3M
59,822
增持
MKL
MARKEL GROUP INC
+$7.9M
81,750
+3%
建仓
GEV
GE VERNOVA INC
+$7.6M
44,500
清仓
JNJ
JOHNSON & JOHNSON
-$7.6M
0
-100%
减持
AMZN
AMAZON COM INC
-$7.3M
1,605,940
-9%
增持
—
UBER TECHNOLOGIES INC
+$7.2M
23,500,000
+47%
清仓
ANNX
ANNEXON INC
-$7.2M
0
-100%
增持
SLN
SILENCE THERAPEUTICS PLC
+$7.1M
940,164
+88%
增持
TRV
TRAVELERS COMPANIES INC
-$7.0M
532,048
+6%
减持
—
FABRINET
+$7.0M
372,962
-16%
建仓
BX
BLACKSTONE INC
+$6.9M
55,547
建仓
ALL
ALLSTATE CORP
+$6.8M
42,735
减持
SLB
SCHLUMBERGER LTD
-$6.8M
135,270
-44%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$6.7M
935,000
-21%
减持
CNM
CORE & MAIN INC
-$6.7M
258,889
-23%
清仓
—
LIVE NATION ENTERTAINMENT IN
-$6.7M
0
-100%
增持
—
ESSENT GROUP LTD
-$6.6M
2,350,000
+1%
减持
—
AKOYA BIOSCIENCES INC
-$6.6M
329,756
-79%
减持
MRVL
MARVELL TECHNOLOGY INC
-$6.6M
1,069,628
-7%
减持
RBLX
ROBLOX CORP
-$6.6M
169,456
-50%
减持
—
ON SEMICONDUCTOR CORP
-$6.5M
3,500,000
-65%
减持
ATR
APTARGROUP INC
-$6.4M
115,464
-27%
减持
PSTG
PURE STORAGE INC
-$6.3M
3,449,828
-21%
增持
WMT
WALMART INC
+$6.2M
359,752
+19%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$6.2M
193,000
增持
ALGN
ALIGN TECHNOLOGY INC
-$6.0M
75,737
+2%
减持
—
EXACT SCIENCES CORP
-$6.0M
2,500,000
-71%
增持
QRVO
QORVO INC
+$5.9M
89,500
+131%
清仓
—
SHOCKWAVE MED INC
-$5.9M
0
-100%
增持
—
ICON PLC
+$5.8M
122,572
+26%
建仓
—
DUPONT DE NEMOURS INC
+$5.8M
71,800
增持
MP
MP MATERIALS CORP
+$5.7M
732,000
+187%
清仓
—
COLLEGIUM PHARMACEUTICAL INC
-$5.6M
0
-100%
增持
TRUP
TRUPANION INC
+$5.5M
1,362,500
+9%
清仓
—
WOLFSPEED INC
-$5.5M
0
-100%
减持
—
ARISTA NETWORKS INC
+$5.5M
819,340
-16%
增持
—
VTEX
+$5.1M
1,190,484
+178%
