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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 41
减持 55
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
—
SMURFIT WESTROCK PLC
-$3.20B
78,590
-85%
减持
FERG
FERGUSON ENTERPRISES INC
-$713.9M
65,392
-15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$370.3M
520,863
-80%
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。
清仓
—
ARISTA NETWORKS INC
-$328.8M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$253.6M
2,294,732
增持
AVGO
BROADCOM INC
+$191.8M
3,055,571
+2%
减持
MPWR
MONOLITHIC PWR SYS INC
-$189.7M
1,000
-100%
增持
GEV
GE VERNOVA INC
+$175.7M
569,730
+1139%
增持
MRVL
MARVELL TECHNOLOGY INC
+$169.8M
1,700,816
+578%
增持
CLS
CELESTICA INC
+$139.5M
1,607,969
+823%
增持
AMZN
AMAZON COM INC
+$137.9M
1,684,619
+35%
清仓
TER
TERADYNE INC
-$129.6M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$126.8M
957,431
建仓
HOOD
ROBINHOOD MKTS INC
+$125.3M
3,361,555
减持
FSLR
FIRST SOLAR INC
-$124.4M
247,749
-63%
建仓
GLW
CORNING INC
+$124.3M
2,614,751
建仓
RDDT
REDDIT INC
+$123.1M
753,273
增持
CIEN
CIENA CORP
+$121.5M
2,169,406
+114%
增持
DDOG
DATADOG INC
+$120.2M
1,008,005
+387%
增持
SHOP
SHOPIFY INC
+$117.1M
2,512,288
+34%
增持
GOOGL
ALPHABET INC
+$101.2M
1,865,626
+23%
减持
MELI
MERCADOLIBRE INC
-$99.1M
75,852
-32%
减持
KLAC
KLA CORP
-$93.5M
268,587
-21%
减持
SRRK
SCHOLAR ROCK HLDG CORP
+$93.5M
2,708,371
-8%
增持
COHR
COHERENT CORP
+$90.4M
1,633,082
+126%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$88.3M
1,451,084
+382%
增持
GOOG
ALPHABET INC
+$87.6M
1,803,247
+18%
减持
MU
MICRON TECHNOLOGY INC
-$87.2M
1,337,597
-31%
减持
QCOM
QUALCOMM INC
-$78.4M
128,516
-78%
建仓
SNOW
SNOWFLAKE INC
+$72.0M
465,973
增持
AAPL
APPLE INC
+$68.7M
1,534,006
+13%
减持
HCA
HCA HEALTHCARE INC
-$65.4M
5,970
-96%
建仓
GMED
GLOBUS MED INC
+$63.8M
770,913
清仓
PI
IMPINJ INC
-$62.0M
0
-100%
建仓
TWLO
TWILIO INC
+$60.9M
563,929
清仓
MDB
MONGODB INC
-$57.9M
0
-100%
增持
—
NOVA LTD
+$57.6M
354,302
+504%
增持
META
META PLATFORMS INC
+$53.3M
1,503,673
+4%
减持
TSLA
TESLA INC
+$53.0M
445,998
-8%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$52.9M
1,565,831
-42%
减持
—
CYBERARK SOFTWARE LTD
-$52.5M
602,232
-31%
减持
TTD
THE TRADE DESK INC
-$51.3M
580,050
-47%
减持
AMGN
AMGEN INC
-$50.1M
279,826
-27%
增持
APH
AMPHENOL CORP NEW
+$49.8M
2,991,081
+23%
建仓
EA
ELECTRONIC ARTS INC
+$48.8M
333,602
减持
MSFT
MICROSOFT CORP
-$46.7M
1,547,930
-5%
增持
HUBS
HUBSPOT INC
+$44.2M
146,155
+35%
增持
ORCL
ORACLE CORP
+$44.2M
759,307
+57%
减持
NVDA
NVIDIA CORPORATION
-$44.0M
9,398,436
-13%
减持
—
SPOTIFY TECHNOLOGY S A
-$42.5M
403,758
-33%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$38.7M
7,377,381
+7%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$37.9M
0
-100%
减持
APP
APPLOVIN CORP
+$37.6M
287,039
-32%
增持
NFLX
NETFLIX INC
+$37.5M
196,703
+1%
增持
ELVN
ENLIVEN THERAPEUTICS INC
+$37.2M
2,389,668
+268%
增持
NUVL
NUVALENT INC
+$37.0M
946,723
+161%
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$36.8M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$36.6M
874,000
-12%
减持
—
FABRINET
-$36.4M
209,294
-40%
减持
AXON
AXON ENTERPRISE INC
-$36.2M
176,520
-50%
减持
REGN
REGENERON PHARMACEUTICALS
-$35.4M
56,249
-22%
增持
CVLT
COMMVAULT SYS INC
+$35.0M
362,958
+182%
减持
—
CHUBB LIMITED
-$34.9M
735,000
-11%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$34.4M
1,100,000
+120%
增持
—
ARCH CAP GROUP LTD
-$34.2M
3,237,398
+9%
减持
PCVX
VAXCYTE INC
-$34.1M
973,645
-2%
减持
—
AVIDITY BIOSCIENCES INC
-$33.8M
1,271,891
-18%
建仓
Z
ZILLOW GROUP INC
+$33.5M
452,450
建仓
RVMD
REVOLUTION MEDICINES INC
+$32.8M
750,665
减持
VRNS
VARONIS SYS INC
-$31.7M
1,003,524
-26%
建仓
TOST
TOAST INC
+$31.2M
854,726
建仓
BAC
BANK AMERICA CORP
+$30.6M
696,463
清仓
SPGI
S&P GLOBAL INC
-$28.7M
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$26.5M
626,379
-29%
增持
TCOM
TRIP COM GROUP LTD
+$25.7M
1,012,840
+37%
增持
DASH
DOORDASH INC
+$25.3M
665,776
+10%
减持
NET
CLOUDFLARE INC
+$25.0M
2,932,791
-18%
清仓
—
ICON PLC
-$24.4M
0
-100%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$23.9M
627,036
-37%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$22.7M
0
-100%
建仓
GDDY
GODADDY INC
+$22.3M
112,847
清仓
—
UBER TECHNOLOGIES INC
-$22.2M
0
-100%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$21.2M
137,720
+37%
减持
—
MONDAY COM LTD
-$21.0M
194,010
-19%
减持
CYTK
CYTOKINETICS INC
-$20.1M
2,196,721
-6%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$20.0M
1,750,000
+16%
增持
—
APELLIS PHARMACEUTICALS INC
+$19.1M
1,577,175
+46%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$19.1M
65,500
-90%
增持
AXP
AMERICAN EXPRESS CO
+$19.0M
92,177
+199%
清仓
SLN
SILENCE THERAPEUTICS PLC
-$18.2M
0
-100%
清仓
AVTR
AVANTOR INC
-$17.6M
0
-100%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$17.1M
1,071,071
-2%
减持
—
AVADEL PHARMACEUTICALS PLC
-$17.0M
4,414,200
-9%
增持
PDD
PDD HOLDINGS INC
-$16.2M
569,612
+7%
清仓
TMUS
T-MOBILE US INC
-$16.1M
0
-100%
建仓
FFIV
F5 INC
+$15.8M
62,787
减持
UNH
UNITEDHEALTH GROUP INC
-$15.6M
110,116
-10%
建仓
BLK
BLACKROCK INC
+$15.3M
14,932
增持
DOCS
DOXIMITY INC
+$15.2M
382,695
+219%
建仓
—
TOWER SEMICONDUCTOR LTD
+$14.8M
287,818
减持
—
NVENT ELECTRIC PLC
-$14.5M
115,000
-64%
建仓
XMTR
XOMETRY INC
+$14.1M
329,811
建仓
EXAS
EXACT SCIENCES CORP
+$13.8M
245,402
增持
BOW
BOWHEAD SPECIALTY HLDGS INC
+$13.6M
550,000
+160%
减持
LLY
ELI LILLY & CO
-$13.5M
94,843
-3%
清仓
—
BIOCERES CROP SOLUTIONS CORP
-$13.0M
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$12.8M
114,878
增持
V
VISA INC
+$12.8M
223,439
+6%
清仓
WFC
WELLS FARGO CO NEW
-$12.6M
0
-100%
减持
—
BBB FOODS INC
-$12.5M
1,036,375
-26%
建仓
—
WAVE LIFE SCIENCES LTD
+$12.4M
1,000,000
减持
NOW
SERVICENOW INC
+$12.3M
183,948
-10%
增持
DXCM
DEXCOM INC
+$12.3M
302,456
+81%
建仓
USB
US BANCORP DEL
+$12.3M
256,960
减持
IMCR
IMMUNOCORE HLDGS PLC
-$12.3M
114,023
-77%
减持
ISRG
INTUITIVE SURGICAL INC
-$12.1M
246,379
-14%
减持
—
EATON CORP PLC
-$12.0M
107,171
-25%
增持
PANW
PALO ALTO NETWORKS INC
-$12.0M
497,776
+66%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$11.9M
41,881
减持
PGR
PROGRESSIVE CORP
-$11.8M
613,535
-2%
减持
LEGN
LEGEND BIOTECH CORP
-$11.8M
381,873
-23%
增持
—
RENAISSANCERE HLDGS LTD
-$11.6M
1,298,190
+6%
减持
PSTG
PURE STORAGE INC
+$11.4M
2,104,849
-10%
建仓
CAT
CATERPILLAR INC
+$11.4M
31,325
清仓
JSPR
JASPER THERAPEUTICS INC
-$10.9M
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$10.9M
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$10.8M
0
-100%
清仓
KKR
KKR & CO INC
-$10.8M
0
-100%
建仓
CSCO
CISCO SYS INC
+$10.7M
180,671
建仓
ORKA
ORUKA THERAPEUTICS INC
+$10.7M
550,000
减持
PODD
INSULET CORP
-$10.6M
72,871
-43%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$10.5M
349,761
-9%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
+$10.4M
910,314
-8%
清仓
—
LIVE NATION ENTERTAINMENT IN
-$10.3M
0
-100%
清仓
—
CENTESSA PHARMACEUTICALS PLC
-$10.2M
0
-100%
减持
CRTO
CRITEO S A
-$10.2M
268,000
-48%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.9M
35,549
+69%
减持
FISV
FISERV INC
-$9.8M
57,151
-52%
清仓
TECK
TECK RESOURCES LTD
-$9.7M
0
-100%
增持
C
CITIGROUP INC
+$9.5M
255,085
+90%
增持
XENE
XENON PHARMACEUTICALS INC
+$9.5M
2,697,657
+10%
建仓
EQH
EQUITABLE HLDGS INC
+$9.3M
196,906
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$9.1M
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$8.7M
241,540
-13%
清仓
SLB
SCHLUMBERGER LTD
-$8.7M
0
-100%
减持
NTNX
NUTANIX INC
-$8.7M
695,665
-20%
清仓
—
BLOOM ENERGY CORP
-$8.7M
0
-100%
减持
CNC
CENTENE CORP DEL
-$8.6M
182,178
-30%
建仓
—
ETSY INC
+$8.6M
10,000,000
清仓
—
COCA-COLA EUROPACIFIC PARTNE
-$8.6M
0
-100%
