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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 64
减持 38
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$863.1M
9,062,690
+63%
减持
SNDK
SANDISK CORP
+$256.2M
877,032
-31%
增持
INTC
INTEL CORP
+$255.7M
8,086,018
+195%
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
GLW
CORNING INC
+$253.1M
3,333,777
+46%
增持
VRT
VERTIV HOLDINGS CO
+$252.0M
1,540,959
+86%
增持
NVDA
NVIDIA CORPORATION
+$251.0M
11,805,589
+22%
建仓
FORM
FORMFACTOR INC
+$222.3M
2,292,313
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$206.7M
930,778
减持
FSLR
FIRST SOLAR INC
-$177.5M
114,400
-85%
清仓
APP
APPLOVIN CORP
-$162.7M
0
-100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$158.4M
0
-100%
增持
COHR
COHERENT CORP
+$156.4M
1,978,182
+16%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$148.9M
1,296,665
增持
XENE
XENON PHARMACEUTICALS INC
+$145.7M
4,405,312
+79%
增持
ELVN
ENLIVEN THERAPEUTICS INC
+$144.5M
5,065,933
+44%
减持
LITE
LUMENTUM HLDGS INC
+$126.2M
719,486
-30%
增持
MSFT
MICROSOFT CORP
-$125.0M
4,265,762
+21%
增持
AAPL
APPLE INC
+$122.8M
8,145,827
+14%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$119.1M
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$119.0M
245,436
清仓
ALAB
ASTERA LABS INC
-$113.9M
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$110.8M
2,230,969
+79%
减持
RDDT
REDDIT INC
-$109.6M
112,330
-79%
减持
GOOG
ALPHABET INC
-$108.6M
1,272,896
-16%
减持
CSCO
CISCO SYS INC
-$106.0M
275,658
-83%
增持
WDC
WESTERN DIGITAL CORP
+$105.7M
972,432
+6%
增持
TTMI
TTM TECHNOLOGIES INC
+$105.7M
2,924,285
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$101.9M
3,405,482
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$101.0M
867,215
+496%
减持
MDB
MONGODB INC
-$100.0M
330,791
-23%
减持
SHOP
SHOPIFY INC
-$99.3M
1,441,167
-14%
清仓
—
APELLIS PHARMACEUTICALS INC
-$93.1M
0
-100%
增持
GEV
GE VERNOVA INC
+$89.3M
287,990
+16%
增持
BBIO
BRIDGEBIO PHARMA INC
+$87.7M
2,519,306
+94%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$85.4M
0
-100%
减持
LRCX
LAM RESEARCH CORP
-$83.1M
1,913,491
-33%
清仓
—
GRAB HOLDINGS LIMITED
-$71.8M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$70.1M
651,712
+76%
减持
TSLA
TESLA INC
-$69.8M
257,501
-30%
减持
BABA
ALIBABA GROUP HLDG LTD
-$64.5M
176,161
-70%
减持
—
FABRINET
-$60.5M
365,902
-34%
增持
FUTU
FUTU HLDGS LTD
+$57.7M
462,067
+1275%
增持
NET
CLOUDFLARE INC
+$56.8M
1,164,084
+25%
增持
AVGO
BROADCOM INC
-$51.0M
2,873,262
+6%
减持
RVMD
REVOLUTION MEDICINES INC
-$50.1M
1,133,930
-44%
清仓
CVNA
CARVANA CO
-$49.9M
0
-100%
建仓
AXGN
AXOGEN INC
+$49.7M
1,500,822
建仓
RDN
RADIAN GROUP INC
+$49.6M
1,500,000
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$48.9M
1,076,009
+7%
建仓
MBX
MBX BIOSCIENCES INC
+$48.4M
1,622,186
减持
EHC
ENCOMPASS HEALTH CORP
-$48.0M
18,597
-96%
增持
BNY
BANK NEW YORK MELLON CORP
+$47.5M
485,154
+463%
减持
CYTK
CYTOKINETICS INC
-$46.5M
1,661,248
-32%
建仓
SKWD
SKYWARD SPECIALTY INS GROUP
+$43.7M
1,000,000
减持
SNOW
SNOWFLAKE INC
-$43.6M
545,815
-5%
减持
IONS
IONIS PHARMACEUTICALS INC
-$43.2M
829,511
-38%
增持
XPO
XPO INC
+$43.1M
264,812
+329%
清仓
—
MAKEMYTRIP LIMITED MAURITIUS
-$42.7M
0
-100%
清仓
PODD
INSULET CORP
-$42.2M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$40.6M
46,505
+84%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$40.0M
0
-100%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$39.3M
1,983,628
+50%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$36.5M
283,484
-64%
减持
APH
AMPHENOL CORP
-$36.1M
625,970
-27%
清仓
IQV
IQVIA HLDGS INC
-$36.0M
0
-100%
增持
CAT
CATERPILLAR INC
+$35.6M
145,356
+24%
增持
WMT
WALMART INC
+$34.3M
603,752
+65%
清仓
—
JFROG LTD
-$34.3M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$33.3M
1,026,335
-7%
清仓
FAF
FIRST AMERN FINL CORP
-$33.2M
0
-100%
减持
PSTG
EVERPURE INC
-$33.1M
1,131,674
-24%
增持
NUVL
NUVALENT INC
+$33.0M
1,831,253
+19%
增持
MRSH
MARSH & MCLENNAN COS INC
+$32.6M
1,220,000
+26%
增持
—
JOHNSON CONTROLS INTERNATION
+$30.9M
468,878
+84%
清仓
VSTM
VERASTEM INC
-$30.3M
0
-100%
清仓
JLL
JONES LANG LASALLE INC
-$29.9M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$29.1M
415,800
+193%
增持
LLY
ELI LILLY & CO
-$29.1M
281,102
+5%
增持
HCA
HCA HEALTHCARE INC
+$28.2M
93,963
+170%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$27.8M
5,666,940
+2%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$27.4M
0
-100%
减持
BE
BLOOM ENERGY CORP
+$27.4M
764,863
-13%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$27.4M
0
-100%
清仓
—
BBB FOODS INC
-$27.4M
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$27.3M
933,859
-24%
清仓
—
BRIDGEBIO PHARMA INC
-$27.0M
0
-100%
减持
—
RENAISSANCERE HLDGS LTD
-$27.0M
1,119,889
-13%
增持
USFD
US FOODS HLDG CORP
+$25.6M
652,180
+42%
增持
HOOD
ROBINHOOD MKTS INC
-$25.4M
1,371,663
+29%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$24.2M
126,505
+180%
增持
BKR
BAKER HUGHES COMPANY
+$22.5M
766,849
+44%
减持
TCOM
TRIP COM GROUP LTD
-$22.5M
991,406
-1%
增持
AMZN
AMAZON COM INC
+$22.2M
1,623,548
+19%
增持
DAL
DELTA AIR LINES INC
+$22.1M
762,178
+85%
增持
ORKA
ORUKA THERAPEUTICS INC
+$21.7M
1,047,693
+7%
增持
META
META PLATFORMS INC
+$21.2M
1,049,017
+20%
增持
RAPP
RAPPORT THERAPEUTICS INC
+$20.9M
1,642,461
+63%
建仓
PLAB
PHOTRONICS INC
+$20.7M
513,451
减持
WRB
BERKLEY W R CORP
-$20.7M
2,275,000
-7%
增持
BRO
BROWN & BROWN INC
+$20.2M
1,440,000
+56%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$19.8M
95,678
-56%
建仓
BIOA
BIOAGE LABS INC
+$19.8M
1,132,640
减持
XMTR
XOMETRY INC
-$19.4M
52,351
-86%
增持
—
CHUBB LTD SWITZ
+$19.2M
743,748
+4%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$19.1M
0
-100%
清仓
DXCM
DEXCOM INC
-$19.0M
0
-100%
清仓
U
UNITY SOFTWARE INC
-$18.6M
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$18.4M
161,236
减持
TSHA
TAYSHA GENE THERAPIES INC
-$18.3M
5,654,340
-29%
建仓
LASR
NLIGHT INC
+$18.2M
319,923
增持
—
TOWER SEMICONDUCTOR LTD
+$18.2M
145,513
+133%
清仓
PEN
PENUMBRA INC
-$18.1M
0
-100%
增持
ECL
ECOLAB INC
+$18.0M
120,875
+125%
减持
KLAC
KLA CORP
-$16.3M
271,319
-21%
增持
SYRE
SPYRE THERAPEUTICS INC
+$15.7M
792,847
+7%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$15.7M
1,070,174
增持
—
PHARVARIS N V
+$15.5M
781,016
+228%
清仓
RKT
ROCKET COS INC
-$15.2M
0
-100%
减持
—
ROIVANT SCIENCES LTD
-$14.7M
1,578,308
-41%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$14.4M
179,303
增持
HGTY
HAGERTY INC
-$14.3M
6,000,000
+4%
减持
BKNG
BOOKING HOLDINGS INC
-$14.3M
1,763
-57%
增持
ADI
ANALOG DEVICES INC
+$13.9M
130,808
+28%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$13.6M
1,615,586
+36%
增持
TRUP
TRUPANION INC
-$13.5M
1,625,000
+10%
减持
V
VISA INC
-$13.4M
124,696
-14%
减持
AFRM
AFFIRM HLDGS INC
-$13.3M
378,684
-8%
减持
—
FLEXTRONICS INTL LTD
+$13.2M
3,610,561
-2%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$12.8M
0
-100%
建仓
BRKR
BRUKER CORP
+$12.5M
347,038
增持
MKL
MARKEL GROUP INC
-$12.4M
80,000
+4%
建仓
OPLN
OPENLANE INC
+$12.0M
412,562
增持
ZBIO
ZENAS BIOPHARMA INC
+$11.4M
2,548,444
+141%
增持
TWLO
TWILIO INC
+$11.4M
185,233
+121%
建仓
—
ICON PLC
+$11.1M
100,460
增持
ASTS
AST SPACEMOBILE INC
+$11.0M
276,476
+68%
清仓
SPGI
S&P GLOBAL INC
-$10.9M
0
-100%
清仓
—
AFFIRM HLDGS INC
-$10.6M
0
-100%
增持
OLMA
OLEMA PHARMACEUTICALS INC
-$10.6M
1,602,970
+16%
增持
NU
NU HLDGS LTD
+$10.4M
8,266,177
+28%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$10.4M
257,674
+7%
增持
—
ESSENT GROUP LTD
-$10.3M
2,550,000
+4%
增持
MLYS
MINERALYS THERAPEUTICS INC
-$10.2M
1,500,749
+7%
减持
H
HYATT HOTELS CORP
-$10.1M
64,441
-47%
建仓
RLMD
RELMADA THERAPEUTICS INC
+$9.8M
1,414,621
清仓
KRE
SPDR SERIES TRUST
-$9.7M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$9.4M
192,546
-6%
建仓
—
NORTHERN OIL & GAS INC
+$9.4M
8,500,000
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$9.2M
2,450,000
+38%
减持
MCK
MCKESSON CORP
-$9.2M
17,091
-42%
