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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 58
减持 48
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$311.3M
2,371,920
-22%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$283.4M
2,143,441
减持
FERG
FERGUSON ENTERPRISES INC
+$245.2M
59,250
-9%
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。
增持
NVDA
NVIDIA CORPORATION
-$223.3M
9,585,134
+2%
减持
MSFT
MICROSOFT CORP
-$197.8M
1,211,187
-22%
减持
GOOGL
ALPHABET INC
-$147.3M
1,331,126
-29%
清仓
DDOG
DATADOG INC
-$144.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$143.7M
1,187,512
-30%
减持
GOOG
ALPHABET INC
-$142.2M
1,287,595
-29%
减持
SHOP
SHOPIFY INC
-$132.1M
1,413,899
-44%
减持
MRVL
MARVELL TECHNOLOGY INC
-$127.2M
985,171
-42%
减持
ANET
ARISTA NETWORKS INC
-$124.9M
1,661,386
-28%
减持
APH
AMPHENOL CORP NEW
-$124.9M
1,263,479
-58%
清仓
RDDT
REDDIT INC
-$123.1M
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$122.7M
347,911
增持
AMD
ADVANCED MICRO DEVICES INC
+$117.1M
1,752,561
+236%
减持
NOW
SERVICENOW INC
-$116.9M
98,100
-47%
减持
CIEN
CIENA CORP
-$109.4M
1,234,977
-43%
增持
SNOW
SNOWFLAKE INC
+$96.7M
1,153,970
+148%
减持
TSLA
TESLA INC
-$93.2M
335,491
-25%
清仓
APP
APPLOVIN CORP
-$93.0M
0
-100%
建仓
—
FLEX LTD
+$92.3M
2,791,069
减持
AAPL
APPLE INC
-$89.2M
1,327,582
-13%
增持
TEAM
ATLASSIAN CORPORATION
+$75.7M
383,046
+1575%
减持
AMGN
AMGEN INC
-$71.8M
3,636
-99%
增持
—
SPOTIFY TECHNOLOGY S A
+$70.5M
456,555
+13%
清仓
TTD
THE TRADE DESK INC
-$68.2M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$68.0M
100,973
+33%
增持
—
ELASTIC N V
+$67.8M
1,391,334
+145%
增持
ALAB
ASTERA LABS INC
-$67.7M
990,796
+3%
增持
—
CYBERARK SOFTWARE LTD
+$61.6M
775,704
+29%
减持
GEV
GE VERNOVA INC
-$61.1M
413,591
-27%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$60.6M
782,372
-27%
减持
NET
CLOUDFLARE INC
-$60.0M
2,270,357
-23%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$57.5M
500,000
-67%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$50.9M
204,741
增持
TWLO
TWILIO INC
+$49.6M
1,129,470
+100%
清仓
EA
ELECTRONIC ARTS INC
-$48.8M
0
-100%
清仓
VRNS
VARONIS SYS INC
-$44.6M
0
-100%
减持
BEKE
KE HLDGS INC
-$42.4M
12,396
-99%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$42.0M
711,647
+199%
建仓
—
GRAB HOLDINGS LIMITED
+$41.7M
9,196,353
增持
KLAC
KLA CORP
+$40.6M
308,730
+15%
增持
—
ASCENDIS PHARMA A/S
+$40.5M
525,000
+75%
增持
PCVX
VAXCYTE INC
-$38.8M
1,082,473
+11%
减持
ABBV
ABBVIE INC
-$37.8M
5,582
-97%
建仓
NPCE
NEUROPACE INC
+$36.5M
2,972,003
建仓
—
SOLENO THERAPEUTICS INC
+$35.7M
500,000
减持
DASH
DOORDASH INC
-$34.9M
420,357
-37%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$34.0M
2,583,371
-5%
建仓
ABT
ABBOTT LABS
+$31.2M
235,004
增持
NTNX
NUTANIX INC
+$30.4M
1,045,465
+50%
减持
ARM
ARM HOLDINGS PLC
-$28.9M
611,759
-20%
增持
GLW
CORNING INC
+$28.3M
3,331,510
+27%
清仓
PLRX
PLIANT THERAPEUTICS INC
-$26.5M
0
-100%
减持
PGR
PROGRESSIVE CORP
+$26.4M
612,735
-0%
增持
—
GLOBANT S A
-$26.2M
379,738
+15%
减持
—
EATON CORP PLC
-$26.1M
34,748
-68%
建仓
CAH
CARDINAL HEALTH INC
+$25.4M
184,621
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$25.0M
1,175,000
+74%
增持
COHR
COHERENT CORP
-$25.0M
1,997,965
+22%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$23.6M
651,383
清仓
DXCM
DEXCOM INC
-$23.5M
0
-100%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$23.2M
805,867
-11%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$23.0M
1,750,000
+17%
减持
—
MONDAY COM LTD
-$22.8M
94,041
-52%
增持
—
CHUBB LIMITED
+$22.5M
747,000
+2%
清仓
GDDY
GODADDY INC
-$22.3M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$22.0M
1,548,741
+16%
增持
VRT
VERTIV HOLDINGS CO
+$21.9M
433,376
+423%
建仓
APGE
APOGEE THERAPEUTICS INC
+$20.5M
550,000
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$19.5M
1,942,767
+34%
建仓
kspi us equity
KASPI KZ JSC
+$19.2M
206,442
减持
ADI
ANALOG DEVICES INC
-$19.0M
96,167
-7%
增持
NFLX
NETFLIX INC
+$18.7M
208,025
+6%
增持
DOCS
DOXIMITY INC
+$18.5M
670,636
+75%
建仓
—
89BIO INC
+$18.2M
2,500,000
增持
HUBS
HUBSPOT INC
-$17.8M
147,106
+1%
减持
XENE
XENON PHARMACEUTICALS INC
-$17.7M
2,623,039
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.5M
135,916
+12%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$17.1M
135,046
-40%
增持
MKL
MARKEL GROUP INC
+$16.5M
80,250
+4%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$16.4M
1,362,340
-19%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$16.3M
2,350,000
+1170%
减持
—
ROIVANT SCIENCES LTD
-$16.2M
2,500,000
-29%
建仓
SYY
SYSCO CORP
+$16.2M
215,598
增持
RBLX
ROBLOX CORP
+$16.2M
451,392
+157%
增持
Z
ZILLOW GROUP INC
+$16.0M
722,617
+60%
增持
SE
SEA LTD
+$16.0M
528,832
+6%
增持
—
AVIDITY BIOSCIENCES INC
+$15.8M
1,788,868
+41%
建仓
CACC
CREDIT ACCEP CORP MICH
+$15.7M
30,319
增持
TRV
TRAVELERS COMPANIES INC
+$15.5M
523,000
+3%
增持
CLS
CELESTICA INC
-$15.3M
1,689,233
+5%
增持
HOOD
ROBINHOOD MKTS INC
+$14.7M
3,363,569
+0%
增持
PSTG
PURE STORAGE INC
-$14.6M
2,590,259
+23%
增持
PDD
PDD HOLDINGS INC
+$14.3M
587,984
+3%
清仓
—
AIR TRANS SVCS GROUP INC
-$14.2M
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$14.1M
1,403,435
-10%
清仓
ALL
ALLSTATE CORP
-$14.0M
0
-100%
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$13.9M
0
-100%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$13.5M
0
-100%
增持
IOT
SAMSARA INC
+$13.5M
1,365,601
+54%
减持
—
TOWER SEMICONDUCTOR LTD
-$13.5M
38,139
-87%
增持
MA
MASTERCARD INCORPORATED
+$13.3M
113,828
+22%
增持
META
META PLATFORMS INC
+$13.2M
1,550,466
+3%
增持
GMED
GLOBUS MED INC
+$13.1M
1,050,380
+36%
清仓
BWXT
BWX TECHNOLOGIES INC
-$12.8M
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$12.7M
151,086
清仓
USB
US BANCORP DEL
-$12.3M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
-$12.3M
4,355,964
-1%
增持
CVLT
COMMVAULT SYS INC
+$12.1M
423,843
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.0M
129,226
+17%
增持
AXON
AXON ENTERPRISE INC
+$11.8M
221,938
+26%
建仓
—
UBER TECHNOLOGIES INC
+$11.6M
9,500,000
减持
—
CRH PLC
-$11.4M
200,292
-36%
增持
PANW
PALO ALTO NETWORKS INC
+$10.9M
594,491
+19%
减持
USFD
US FOODS HLDG CORP
-$10.8M
256,234
-37%
增持
BRO
BROWN & BROWN INC
+$10.8M
425,000
+3%
清仓
CRTO
CRITEO S A
-$10.6M
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$10.4M
0
-100%
减持
—
ARCH CAP GROUP LTD
+$10.1M
3,213,917
-1%
增持
TRUP
TRUPANION INC
-$9.9M
1,350,000
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$9.9M
125,000
-29%
增持
—
EVEREST GROUP LTD
+$9.9M
395,000
+7%
增持
MPWR
MONOLITHIC PWR SYS INC
+$9.7M
17,700
+1670%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$9.6M
264,295
+9%
清仓
ON
ON SEMICONDUCTOR CORP
-$9.6M
0
-100%
建仓
U
UNITY SOFTWARE INC
+$9.5M
483,819
减持
XMTR
XOMETRY INC
-$9.3M
190,195
-42%
清仓
—
QIAGEN NV
-$9.3M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$9.1M
417,069
+68%
清仓
—
BRIDGEBIO PHARMA INC
-$8.9M
0
-100%
清仓
LII
LENNOX INTL INC
-$8.9M
0
-100%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$8.8M
1,002,036
+60%
清仓
—
ETSY INC
-$8.6M
0
-100%
减持
WMT
WALMART INC
-$8.3M
253,750
-25%
增持
ELV
ELEVANCE HEALTH INC
+$8.1M
56,012
+27%
建仓
PI
IMPINJ INC
+$7.9M
86,834
减持
—
FABRINET
-$7.7M
193,892
-7%
清仓
RXST
RXSIGHT INC
-$7.7M
0
-100%
增持
ECL
ECOLAB INC
+$7.7M
75,892
+54%
减持
—
LINDE PLC
-$7.6M
18,532
-52%
增持
ATR
APTARGROUP INC
+$7.4M
152,521
+57%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$7.3M
150,220
+9%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$7.2M
0
-100%
减持
ELVN
ENLIVEN THERAPEUTICS INC
-$7.2M
2,365,294
-1%
减持
AXP
AMERICAN EXPRESS CO
-$7.2M
74,941
-19%
减持
—
NVENT ELECTRIC PLC
-$6.9M
18,500
-84%
清仓
AGX
ARGAN INC
-$6.9M
0
-100%
减持
—
STEVANATO GROUP S P A
-$6.8M
601,724
-31%
