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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 48
减持 41
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$260.9M
9,672,569
-1%
增持
LRCX
LAM RESEARCH CORP
+$247.0M
2,856,262
+105%
增持
GLW
CORNING INC
+$241.6M
4,011,153
+141%
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。
建仓
WDC
WESTERN DIGITAL CORP
+$221.8M
1,847,408
减持
—
SPOTIFY TECHNOLOGY S A
-$220.8M
138,512
-67%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$191.2M
1,479,369
+35%
建仓
TTMI
TTM TECHNOLOGIES INC
+$176.4M
3,062,083
清仓
—
CYBERARK SOFTWARE LTD
-$172.3M
0
-100%
增持
KLAC
KLA CORP
+$169.2M
344,077
+53%
减持
VRT
VERTIV HOLDINGS CO
-$155.5M
964,782
-59%
建仓
APP
APPLOVIN CORP
+$153.1M
213,117
减持
AMD
ADVANCED MICRO DEVICES INC
-$152.6M
1,835,264
-42%
增持
PSTG
PURE STORAGE INC
+$151.7M
2,831,141
+91%
减持
NFLX
NETFLIX INC
-$150.9M
51,361
-68%
建仓
SNDK
SANDISK CORP
+$146.1M
1,302,523
建仓
CVNA
CARVANA CO
+$138.8M
368,024
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$133.3M
0
-100%
减持
COHR
COHERENT CORP
-$131.1M
483,865
-76%
增持
AAPL
APPLE INC
+$129.6M
1,335,629
+29%
减持
GEV
GE VERNOVA INC
-$128.7M
212,545
-57%
增持
RDDT
REDDIT INC
+$110.7M
758,762
+79%
增持
CIEN
CIENA CORP
+$108.7M
1,463,211
+14%
减持
AVGO
BROADCOM INC
+$107.3M
2,846,122
-6%
清仓
PANW
PALO ALTO NETWORKS INC
-$105.4M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$102.4M
1,614,713
-55%
增持
RBLX
ROBLOX CORP
+$102.0M
1,047,835
+155%
减持
—
FLEX LTD
-$98.6M
1,527,361
-59%
清仓
TWLO
TWILIO INC
-$98.5M
0
-100%
增持
GOOG
ALPHABET INC
+$95.1M
1,092,910
+13%
增持
ANET
ARISTA NETWORKS INC
+$88.5M
1,317,210
+30%
增持
MU
MICRON TECHNOLOGY INC
+$87.9M
1,815,527
+4%
增持
GOOGL
ALPHABET INC
+$87.4M
1,060,515
+10%
减持
MELI
MERCADOLIBRE INC
-$85.8M
70,602
-26%
减持
LITE
LUMENTUM HLDGS INC
+$84.9M
1,482,376
-10%
清仓
—
MERUS N V
-$84.7M
0
-100%
清仓
—
VERONA PHARMA PLC
-$82.8M
0
-100%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$81.0M
4,009,082
清仓
NOW
SERVICENOW INC
-$79.3M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$78.5M
334,273
+523%
增持
—
AVIDITY BIOSCIENCES INC
+$71.6M
2,796,760
+58%
清仓
—
NOVA LTD
-$71.5M
0
-100%
减持
—
FABRINET
-$67.3M
347,304
-47%
减持
ORCL
ORACLE CORP
-$63.8M
898,990
-38%
建仓
RDNT
RADNET INC
+$63.4M
832,214
清仓
GMED
GLOBUS MED INC
-$62.9M
0
-100%
减持
CYTK
CYTOKINETICS INC
+$60.5M
2,782,930
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$59.6M
159,476
-41%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$57.6M
335,908
+24782%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$53.4M
265,154
+18%
增持
REGN
REGENERON PHARMACEUTICALS
+$52.5M
158,817
+127%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$51.0M
981,058
建仓
—
AKERO THERAPEUTICS INC
+$50.3M
1,058,776
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$48.1M
1,849,082
-23%
减持
AXON
AXON ENTERPRISE INC
-$46.9M
117,130
-26%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$46.7M
1,244,932
-0%
减持
SNOW
SNOWFLAKE INC
-$41.4M
678,828
-22%
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$40.1M
1,058,776
减持
AMZN
AMAZON COM INC
-$39.8M
851,862
-18%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$39.0M
0
-100%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$37.2M
251,460
+6%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$37.2M
2,911,634
+16%
增持
—
APELLIS PHARMACEUTICALS INC
+$36.6M
2,650,230
+96%
清仓
MMSI
MERIT MED SYS INC
-$35.8M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
+$35.2M
648,396
-9%
减持
ISRG
INTUITIVE SURGICAL INC
-$34.6M
41,880
-57%
减持
CLS
CELESTICA INC
+$33.5M
1,027,694
-27%
清仓
ITGR
INTEGER HLDGS CORP
-$32.4M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$32.2M
469,136
-15%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$31.6M
0
-100%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$29.7M
5,298,754
+6%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$29.4M
748,003
清仓
UNH
UNITEDHEALTH GROUP INC
-$29.0M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$28.3M
1,418,724
-31%
增持
IONS
IONIS PHARMACEUTICALS INC
+$28.1M
1,033,622
+3%
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$27.9M
938,952
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$27.8M
1,190,843
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$27.6M
56,824
增持
NUVL
NUVALENT INC
+$26.1M
1,022,225
+25%
增持
—
ASCENDIS PHARMA A/S
+$26.0M
857,911
+2%
建仓
—
STERIS PLC
+$24.6M
99,504
增持
META
META PLATFORMS INC
+$24.4M
1,415,287
+3%
清仓
—
89BIO INC
-$24.3M
0
-100%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$23.6M
794,082
-47%
清仓
ATR
APTARGROUP INC
-$23.4M
0
-100%
减持
SHOP
SHOPIFY INC
-$22.6M
1,100,026
-32%
清仓
PCRX
PACIRA BIOSCIENCES INC
-$21.8M
0
-100%
增持
—
GRAB HOLDINGS LIMITED
+$21.6M
13,047,010
+15%
增持
CNC
CENTENE CORP DEL
+$21.4M
880,649
+377%
增持
STOK
STOKE THERAPEUTICS INC
+$21.1M
1,323,470
+50%
清仓
TOST
TOAST INC
-$21.0M
0
-100%
建仓
DXCM
DEXCOM INC
+$20.8M
308,478
减持
DASH
DOORDASH INC
-$19.6M
540,369
-20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$19.4M
604,588
-9%
清仓
—
MONDAY COM LTD
-$18.6M
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$18.4M
324,042
清仓
DE
DEERE & CO
-$18.3M
0
-100%
清仓
BRKR
BRUKER CORP
-$18.3M
0
-100%
减持
MKL
MARKEL GROUP INC
-$17.7M
78,500
-7%
减持
XENE
XENON PHARMACEUTICALS INC
+$17.6M
2,546,766
-6%
清仓
—
ALCON AG
-$17.3M
0
-100%
增持
JLL
JONES LANG LASALLE INC
+$17.0M
92,753
+123%
增持
TCOM
TRIP COM GROUP LTD
+$16.9M
1,014,524
+0%
减持
INSM
INSMED INC
-$16.7M
371,887
-47%
增持
HGTY
HAGERTY INC
+$16.3M
5,817,416
+9%
建仓
MDB
MONGODB INC
+$16.1M
51,918
清仓
—
STEVANATO GROUP S P A
-$16.0M
0
-100%
增持
—
ROIVANT SCIENCES LTD
+$15.8M
1,958,735
+60%
增持
—
JFROG LTD
+$15.5M
529,836
+143%
增持
—
RENAISSANCERE HLDGS LTD
+$15.1M
1,367,752
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$15.1M
654,258
+44%
清仓
LOW
LOWES COS INC
-$15.0M
0
-100%
建仓
—
AIRBNB INC
+$14.7M
15,000,000
建仓
IQV
IQVIA HLDGS INC
+$14.4M
75,959
减持
—
GLOBANT S A
-$14.0M
391,977
-3%
减持
—
CRH PLC
-$14.0M
21,091
-88%
建仓
CBRE
CBRE GROUP INC
+$13.9M
88,495
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$13.7M
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$13.4M
0
-100%
减持
PDD
PDD HOLDINGS INC
+$13.3M
555,898
-3%
清仓
—
CENTESSA PHARMACEUTICALS PLC
-$13.1M
0
-100%
清仓
NTNX
NUTANIX INC
-$13.0M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$12.8M
0
-100%
清仓
EWTX
EDGEWISE THERAPEUTICS INC
-$12.8M
0
-100%
增持
SITM
SITIME CORP
+$12.7M
65,774
+96%
建仓
—
EXPEDIA GROUP INC
+$12.6M
12,500,000
建仓
—
JOHNSON CTLS INTL PLC
+$12.5M
113,624
清仓
HUBS
HUBSPOT INC
-$12.3M
0
-100%
增持
—
SOLENO THERAPEUTICS INC
+$12.0M
1,191,123
+46%
减持
—
CHUBB LIMITED
-$12.0M
727,500
-3%
减持
PCVX
VAXCYTE INC
-$11.9M
415,530
-50%
建仓
T
AT&T INC
+$11.9M
419,692
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$11.7M
0
-100%
增持
KYMR
KYMERA THERAPEUTICS INC
+$11.6M
397,041
+59%
清仓
—
LUMENTUM HLDGS INC
-$11.2M
0
-100%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$11.0M
78,523
+99%
增持
CAT
CATERPILLAR INC
+$10.9M
68,321
+22%
增持
—
VTEX
-$10.7M
7,034,043
+12%
增持
—
EATON CORP PLC
+$10.6M
76,475
+52%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$10.5M
820,552
-16%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$10.2M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$10.2M
39,810
-46%
减持
NET
CLOUDFLARE INC
+$10.1M
1,793,515
-6%
建仓
—
IMMUNOCORE HLDGS PLC
+$9.9M
11,000,000
增持
KRRO
KORRO BIO INC
+$9.6M
264,694
+6%
增持
LLY
ELI LILLY & CO
+$9.5M
84,611
+20%
增持
EXAS
EXACT SCIENCES CORP
+$9.2M
467,134
+52%
清仓
OKTA
OKTA INC
-$9.1M
0
-100%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$8.9M
66,956
增持
ORKA
ORUKA THERAPEUTICS INC
+$8.9M
1,032,307
+6%
增持
OTEX
OPEN TEXT CORP
+$8.7M
422,404
+38%
