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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 44
减持 45
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
—
SMURFIT WESTROCK PLC
+$3.20B
527,770
建仓
FERG
FERGUSON ENTERPRISES INC
+$725.3M
76,703
减持
CRWD
CROWDSTRIKE HLDGS INC
-$291.1M
19,975
-97%
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
GOOG
ALPHABET INC
-$184.9M
1,530,173
-36%
减持
GOOGL
ALPHABET INC
-$182.9M
1,518,961
-36%
减持
QCOM
QUALCOMM INC
-$173.4M
577,149
-58%
减持
MU
MICRON TECHNOLOGY INC
-$152.8M
1,925,873
-28%
增持
META
META PLATFORMS INC
+$150.1M
1,444,868
+8%
增持
MELI
MERCADOLIBRE INC
+$141.0M
111,165
+110%
清仓
AMAT
APPLIED MATLS INC
-$140.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$137.8M
1,624,843
-13%
清仓
—
CONFLUENT INC
-$124.8M
0
-100%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$122.1M
1,096,992
增持
AMD
ADVANCED MICRO DEVICES INC
+$114.0M
2,640,329
+34%
建仓
PCVX
VAXCYTE INC
+$113.8M
995,779
减持
PSTG
PURE STORAGE INC
-$103.6M
2,347,229
-32%
增持
PANW
PALO ALTO NETWORKS INC
+$94.6M
300,052
+1172%
减持
SNPS
SYNOPSYS INC
-$87.2M
15,622
-90%
清仓
PINS
PINTEREST INC
-$87.1M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$81.8M
20,000
-97%
减持
AMZN
AMAZON COM INC
-$78.6M
1,243,524
-23%
增持
SHOP
SHOPIFY INC
+$78.6M
1,871,887
+73%
增持
—
RENAISSANCERE HLDGS LTD
+$77.4M
1,228,306
+7%
增持
DASH
DOORDASH INC
+$76.5M
605,318
+567%
减持
APH
AMPHENOL CORP NEW
-$71.0M
2,423,255
-29%
减持
REGN
REGENERON PHARMACEUTICALS
-$64.3M
71,795
-46%
建仓
COHR
COHERENT CORP
+$64.3M
723,238
增持
FSLR
FIRST SOLAR INC
+$63.5M
673,770
+45%
建仓
CIEN
CIENA CORP
+$62.5M
1,015,146
建仓
PI
IMPINJ INC
+$62.0M
286,189
增持
ORCL
ORACLE CORP
+$61.1M
483,245
+221%
减持
MRVL
MARVELL TECHNOLOGY INC
-$56.7M
251,000
-77%
增持
KLAC
KLA CORP
+$56.2M
339,335
+35%
建仓
APP
APPLOVIN CORP
+$55.4M
424,353
减持
—
ELASTIC N V
-$53.4M
692,120
-26%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$52.9M
384,579
-66%
清仓
BIIB
BIOGEN INC
-$52.2M
0
-100%
减持
MCK
MCKESSON CORP
-$50.9M
52,254
-60%
增持
—
MONDAY COM LTD
+$50.2M
240,045
+251%
减持
DDOG
DATADOG INC
-$49.4M
206,870
-63%
增持
—
SPOTIFY TECHNOLOGY S A
+$48.5M
605,581
+9%
增持
NET
CLOUDFLARE INC
+$48.5M
3,595,505
+23%
增持
AVGO
BROADCOM INC
+$45.7M
2,994,542
+921%
建仓
AGIO
AGIOS PHARMACEUTICALS INC
+$44.5M
1,002,036
建仓
IOT
SAMSARA INC
+$44.3M
921,095
建仓
TCOM
TRIP COM GROUP LTD
+$43.8M
737,211
增持
MPWR
MONOLITHIC PWR SYS INC
+$43.5M
205,829
+15%
建仓
—
BBB FOODS INC
+$41.8M
1,392,191
增持
—
ARISTA NETWORKS INC
+$41.6M
856,539
+5%
增持
AXON
AXON ENTERPRISE INC
+$41.4M
353,028
+4%
增持
MDB
MONGODB INC
+$39.3M
214,125
+188%
清仓
kspi us equity
KASPI KZ JSC
-$38.5M
0
-100%
增持
NFLX
NETFLIX INC
+$36.8M
194,373
+30%
减持
SYK
STRYKER CORPORATION
-$35.2M
8,858
-92%
增持
BEKE
KE HLDGS INC
+$34.6M
1,745,725
+17038%
减持
AMGN
AMGEN INC
-$34.1M
381,938
-24%
减持
ELV
ELEVANCE HEALTH INC
-$33.6M
44,012
-58%
建仓
—
ASCENDIS PHARMA A/S
+$33.6M
225,000
增持
PGR
PROGRESSIVE CORP
+$33.0M
625,833
+3%
增持
INSM
INSMED INC
+$32.6M
680,000
+167%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$31.8M
139,879
-38%
增持
NOW
SERVICENOW INC
+$30.6M
204,250
+6%
增持
TTD
THE TRADE DESK INC
+$29.9M
1,089,615
+19%
增持
—
EATON CORP PLC
+$29.3M
143,651
+146%
清仓
BDX
BECTON DICKINSON & CO
-$29.0M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
-$28.8M
4,834,028
-26%
减持
TSLA
TESLA INC
+$28.6M
485,784
-2%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$27.6M
838,492
-52%
增持
—
AVIDITY BIOSCIENCES INC
+$25.3M
1,542,126
+38%
增持
—
ROIVANT SCIENCES LTD
+$24.5M
3,500,000
+133%
清仓
VERA
VERA THERAPEUTICS INC
-$24.4M
0
-100%
减持
DXCM
DEXCOM INC
-$23.4M
167,500
-45%
增持
—
VTEX
+$23.3M
4,292,617
+261%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$21.4M
2,720,877
-12%
减持
—
CHUBB LIMITED
+$21.2M
825,178
-3%
增持
NTNX
NUTANIX INC
+$21.0M
865,565
+62%
建仓
CRTO
CRITEO S A
+$20.8M
516,495
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$20.8M
655,000
建仓
CVE
CENOVUS ENERGY INC
+$20.5M
1,017,617
清仓
—
FERGUSON PLC NEW
-$19.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$19.6M
10,755,076
+0%
建仓
—
ALCON AG
+$19.0M
215,663
清仓
ALGN
ALIGN TECHNOLOGY INC
-$18.3M
0
-100%
增持
SE
SEA LTD
+$17.9M
620,672
+9%
建仓
AVTR
AVANTOR INC
+$17.6M
678,663
清仓
—
PROASSURANCE CORP
-$17.1M
0
-100%
减持
TER
TERADYNE INC
-$16.3M
967,393
-2%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$16.0M
310,000
+9%
建仓
LOW
LOWES COS INC
+$15.9M
58,845
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$15.8M
350,000
增持
NUVL
NUVALENT INC
+$15.3M
362,500
+26%
建仓
OTEX
OPEN TEXT CORP
+$15.2M
377,405
增持
LEGN
LEGEND BIOTECH CORP
+$15.0M
496,238
+140%
增持
—
GLOBANT S A
+$14.9M
316,167
+18%
清仓
—
WOLFSPEED INC
-$14.6M
0
-100%
建仓
—
AXIS CAP HLDGS LTD
+$14.6M
182,927
减持
TRUP
TRUPANION INC
+$14.5M
1,300,000
-5%
建仓
CNQ
CANADIAN NAT RES LTD
+$14.4M
360,272
增持
HCA
HCA HEALTHCARE INC
+$14.2M
165,279
+0%
减持
—
ICON PLC
-$14.0M
84,957
-31%
增持
WRB
BERKLEY W R CORP
+$13.9M
2,925,000
+51%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$13.8M
100,475
-20%
减持
TRV
TRAVELERS COMPANIES INC
+$13.6M
520,000
-2%
增持
VRT
VERTIV HOLDINGS CO
+$13.6M
145,800
+1225%
建仓
—
AIR TRANS SVCS GROUP INC
+$13.3M
14,240,000
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$13.3M
356,433
增持
—
BLUEPRINT MEDICINES CORP
-$13.2M
877,005
+0%
建仓
—
STEVANATO GROUP S P A
+$13.1M
657,190
建仓
—
BRIDGEBIO PHARMA INC
+$12.9M
12,500,000
清仓
—
JFROG LTD
-$12.9M
0
-100%
建仓
—
QIAGEN NV
+$12.4M
240,484
建仓
ECL
ECOLAB INC
+$12.3M
48,298
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$12.1M
988,040
+4%
建仓
GL
GLOBE LIFE INC
+$12.0M
113,556
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$11.6M
0
-100%
清仓
—
INFORMATICA INC
-$11.2M
0
-100%
清仓
IRON
DISC MEDICINE INC
-$11.0M
0
-100%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$10.8M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
+$10.7M
996,375
-1%
建仓
SITM
SITIME CORP
+$10.7M
62,171
建仓
SQ
BLOCK INC
+$10.4M
154,924
增持
—
SPRINGWORKS THERAPEUTICS INC
+$10.4M
1,500,000
+50%
建仓
—
LIVE NATION ENTERTAINMENT IN
+$10.3M
9,500,000
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$10.3M
185,000
-80%
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$10.2M
640,000
增持
—
APELLIS PHARMACEUTICALS INC
-$10.2M
1,082,000
+0%
清仓
APGE
APOGEE THERAPEUTICS INC
-$9.8M
0
-100%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$9.6M
500,000
减持
CYTK
CYTOKINETICS INC
-$9.6M
2,337,847
-5%
减持
ABBV
ABBVIE INC
-$9.5M
231,471
-28%
清仓
CABA
CABALETTA BIO INC
-$9.4M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$9.2M
88,631
-26%
清仓
—
REVANCE THERAPEUTICS INC
-$9.2M
0
-100%
减持
QRVO
QORVO INC
-$9.1M
12,300
-86%
增持
ON
ON SEMICONDUCTOR CORP
+$9.0M
136,100
+931%
建仓
CLS
CELESTICA INC
+$8.9M
174,288
减持
—
FABRINET
-$8.9M
348,625
-7%
建仓
—
IMPINJ INC
+$8.6M
4,300,000
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$8.5M
1,937,930
-0%
清仓
PEPG
PEPGEN INC
-$8.5M
0
-100%
减持
C
CITIGROUP INC
-$8.5M
134,384
-50%
清仓
DELL
DELL TECHNOLOGIES INC
-$8.3M
0
-100%
建仓
—
GLOBAL E ONLINE LTD
+$8.2M
213,793
减持
ADI
ANALOG DEVICES INC
-$8.2M
89,167
-29%
减持
AFL
AFLAC INC
+$8.1M
460,000
-5%
减持
WFC
WELLS FARGO CO NEW
-$8.0M
222,334
-36%
增持
RBLX
ROBLOX CORP
+$8.0M
323,128
+91%
清仓
NSC
NORFOLK SOUTHN CORP
-$8.0M
0
-100%
清仓
—
WAYFAIR INC
-$7.7M
0
-100%
减持
ANSS
ANSYS INC
-$7.6M
1,400
-94%
