PC
Polar Capital LLP
分散型投資策略長期持有型高品質投資策略
申報總市值
US$132.9億
申報季度: 2020-09-30 · 持股檔數: 287
Polar Capital LLP在最新一期 13F 報告中揭露了 287 項持股，申報期為 2020-09-30，總持股市值約為 US$132.9億，季度換手率為 0.0%。
機構性格雪花圖
- 集中度
- 6.61
- 持倉穩定性
- 0
- 動能／逆勢
- 50
- 產業集中度
- 69.4
- 多樣化
- 100
- 倉位均衡度
- 80.79
近期動向
加碼 META
+39.0% US$2.1億
加碼 JNJ
+657.6% US$1.6億
減碼 UNH
-88.4% -US$1.3億
清倉 CIEN
加碼 BABA
+10.1% US$1.5億
清倉 MTCHEUR
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
僅顯示前 283 大持股（共 287 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | -0.35% | +4.47% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.25% | +0.48% | +297.97% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.28% | +1.22% | +39.04% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.33% | +0.78% | +10.13% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.05% | +0.03% | +1.73% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.32% | — | -2.85% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 2.27% | +0.11% | -22.45% | |
| 8 | ADBE | Adobe INC | 股票-科技 | 2.21% | +0.49% | +30.76% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.05% | +0.38% | -1.18% | |
| 10 | PYPL | Paypal Holdings INC | 股票-金融 | 1.87% | — | -16.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | — | -11.46% | |
| 12 | NFLX | Netflix INC | 股票-通訊服務 | 1.76% | +0.42% | +36.90% | |
| 13 | CRM | Salesforce INC | 股票-科技 | 1.43% | +0.55% | +38.89% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | +1.16% | +657.55% | |
| 15 | QCOM | Qualcomm INC | 股票-科技 | 1.33% | +0.55% | +51.17% | |
| 16 | XLNXEUR | Xilinx INC | 股票-其他 | 1.19% | — | +17.75% | |
| 17 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.16% | — | -2.12% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.15% | — | -7.50% | |
| 19 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.12% | +0.21% | +21.25% | |
| 20 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 1.10% | +0.47% | +16.13% | |
| 21 | EVBGEUR | Everbridge INC | 股票-其他 | 1.01% | — | +13.14% | |
| 22 | ✓ | 股票-其他 | 0.98% | — | +38.53% | ||
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | -9.09% | |
| 24 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 0.93% | — | +33.71% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 0.91% | +0.55% | +159.21% | |
| 26 | NOW | Servicenow INC | 股票-科技 | 0.91% | -0.49% | -37.55% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.88% | — | +0.79% | |
| 28 | ✓ | Horizon Therapeutics PLC | 股票-其他 | 0.88% | — | -13.62% | |
| 29 | MKL | Markel Group INC | 股票-金融 | 0.81% | — | -0.90% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.79% | — | -7.30% | |
| 31 | TER | Teradyne INC | 股票-科技 | 0.73% | — | +58.17% | |
| 32 | HUBS | Hubspot INC | 股票-科技 | 0.72% | +0.26% | +38.17% | |
| 33 | SEDG | Solaredge Technologies INC | 股票-科技 | 0.69% | +0.36% | +39.32% | |
| 34 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.68% | +0.45% | +80.15% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.68% | — | -20.06% | |
| 36 | TWLO | Twilio INC - A | 股票-科技 | 0.67% | — | +4.04% | |
| 37 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.66% | — | +19.36% | |
| 38 | EXEL | Exelixis INC | 股票-醫療保健 | 0.65% | — | +8.37% | |
| 39 | CHGG | Chegg INC | 股票-非循環性消費 | 0.64% | +0.64% | NEW | |
| 40 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.63% | +0.30% | +96.97% | |
| 41 | TRIP | Tripadvisor INC | 股票-其他 | 0.63% | — | +9.36% | |
| 42 | AVTR | Avantor INC | 股票-醫療保健 | 0.62% | — | +35.72% | |
| 43 | AKX | Ansys INC | 股票-其他 | 0.61% | — | +28.03% | |
| 44 | ESNT | Essent Group Ltd. | 股票-金融 | 0.61% | — | — | |
| 45 | ZM | Zoom Communications INC | 股票-科技 | 0.60% | — | -48.29% | |
| 46 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.60% | — | +3.70% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -6.73% | |
| 48 | HUM | Humana INC | 股票-醫療保健 | 0.58% | +0.54% | +1298.33% | |
| 49 | BIO | Bio-rad Laboratories-a | 股票-醫療保健 | 0.57% | — | -1.00% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | +0.46% | +464.94% |
1–50 of 283
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2020-09-30 | 287 | US$132.9億 | 0 | |
| 2020-06-30 | 280 | US$115.8億 | 59 | |
| 2020-03-31 | 289 | US$93.1億 | 57 | |
| 2019-12-31 | 282 | US$114.9億 | 35 | |
| 2019-09-30 | 280 | US$111.2億 | 36 | |
| 2019-06-30 | 282 | US$113.9億 | 33 | |
| 2019-03-31 | 266 | US$107.8億 | 36 | |
| 2018-12-31 | 257 | US$93.5億 | 44 | |
| 2018-09-30 | 266 | US$117.6億 | 71 | |
| 2018-06-30 | 256 | US$166.1億 | 73 | |
| 2018-03-31 | 255 | US$99.2億 | 42 | |
| 2017-12-31 | 250 | US$96.9億 | 48 | |
| 2017-09-30 | 239 | US$88.9億 | 35 | |
| 2017-06-30 | 237 | US$74.3億 | 37 | |
| 2017-03-31 | 252 | US$66.7億 | 37 | |
| 2016-12-31 | 255 | US$62.6億 | 37 | |
| 2016-09-30 | 255 | US$57.9億 | 39 | |
| 2016-06-30 | 262 | US$53.0億 | 40 | |
| 2016-03-31 | 261 | US$53.2億 | 39 | |
| 2015-12-31 | 265 | US$55.3億 | 50 | |
| 2015-09-30 | 272 | US$49.4億 | 35 | |
| 2015-06-30 | 283 | US$52.0億 | 35 | |
| 2015-03-31 | 283 | US$52.9億 | 41 | |
| 2014-12-31 | 276 | US$51.3億 | 38 | |
| 2014-09-30 | 270 | US$47.7億 | 35 | |
| 2014-06-30 | 266 | US$47.0億 | 46 | |
| 2014-03-31 | 266 | US$43.8億 | 40 | |
| 2013-12-31 | 267 | US$42.0億 | 41 | |
| 2013-09-30 | 254 | US$37.4億 | 51 | |
| 2013-06-30 | 244 | US$28.7億 | 0 |
本季持股變動
Polar Capital LLP 在 2020-09-30 最顯著的持倉異動： 清倉: Ciena CORP (CIEN); 新建倉: Chegg INC (CHGG); 清倉: Match Group INC (MTCHEUR); 清倉: Alteryx INC - Class A (AYXEUR); 清倉: Intel CORP (INTC).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +39.04% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +1.2% | +657.55% | 加碼 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +10.13% | 加碼 |
| 4 | CHGG | Chegg INC | +0.6% | NEW | 新建倉 |
| 5 | CRM | Salesforce INC | +0.6% | +38.89% | 加碼 |
| 6 | QCOM | Qualcomm INC | +0.6% | +51.17% | 加碼 |
| 7 | MDT | Medtronic plc | +0.6% | +159.21% | 加碼 |
| 8 | HUM | Humana INC | +0.5% | +1298.33% | 加碼 |
| 9 | ADBE | Adobe INC | +0.5% | +30.76% | 加碼 |
| 10 | AAPL | Apple INC | +0.5% | +297.97% | 加碼 |
| 11 | PTON | Peloton Interactive Inc-a | +0.5% | +16.13% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.5% | +464.94% | 加碼 |
| 13 | PINS | Pinterest Inc- Class A | +0.5% | +80.15% | 加碼 |
| 14 | ZBH | Zimmer Biomet Holdings INC | +0.4% | NEW | 新建倉 |
| 15 | NFLX | Netflix INC | +0.4% | +36.90% | 加碼 |
| 16 | AVLRUSD | Avalara INC | +0.4% | NEW | 新建倉 |
| 17 | TSLA | Tesla INC | +0.4% | +1443.19% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.4% | -1.18% | 減碼 |
| 19 | SHOP | Shopify INC - Class A | +0.4% | NEW | 新建倉 |
| 20 | SEDG | Solaredge Technologies INC | +0.4% | +39.32% | 加碼 |
| 21 | ALGN | Align Technology INC | +0.4% | +280.80% | 加碼 |
| 22 | ✓ | +0.4% | NEW | 新建倉 | |
| 23 | MYOKEUR | Myokardia INC | +0.3% | +303.45% | 加碼 |
| 24 | CCXIEUR | Chemocentryx INC | +0.3% | NEW | 新建倉 |
| 25 | CDNS | Cadence Design Sys INC | +0.3% | +96.97% | 加碼 |
| 26 | PACB | Pacific Biosciences Of Calif | +0.3% | +45.95% | 加碼 |
| 27 | HUBS | Hubspot INC | +0.3% | +38.17% | 加碼 |
| 28 | ZEN1EUR | Zendesk INC | +0.2% | +21.25% | 加碼 |
| 29 | AMD | Advanced Micro Devices | +0.1% | -22.45% | 減碼 |
| 30 | AMZN | Amazon.com INC | 0% | +1.73% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.4% | +4.47% | 加碼 |
| 32 | LITE | Lumentum Holdings INC | -0.4% | EXIT | 清倉 |
| 33 | AMED | Amedisys INC | -0.4% | -99.09% | 減碼 |
| 34 | OKTA | Okta INC | -0.4% | EXIT | 清倉 |
| 35 | DVA | Davita INC | -0.4% | EXIT | 清倉 |
| 36 | BMRN | Biomarin Pharmaceutical INC | -0.4% | -50.49% | 減碼 |
| 37 | IQV | Iqvia Holdings INC | -0.4% | -75.03% | 減碼 |
| 38 | EHTH | Ehealth INC | -0.4% | -98.43% | 減碼 |
| 39 | SNPS | Synopsys INC | -0.4% | -92.67% | 減碼 |
| 40 | DGX | Quest Diagnostics INC | -0.5% | EXIT | 清倉 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.5% | -40.42% | 減碼 |
| 42 | NOW | Servicenow INC | -0.5% | -37.55% | 減碼 |
| 43 | BAX | Baxter International INC | -0.5% | -77.71% | 減碼 |
| 44 | HO1 | Hologic INC | -0.5% | EXIT | 清倉 |
| 45 | INTC | Intel CORP | -0.5% | EXIT | 清倉 |
| 46 | UBER | Uber Technologies INC | -0.5% | -86.92% | 減碼 |
| 47 | AYXEUR | Alteryx INC - Class A | -0.6% | EXIT | 清倉 |
| 48 | MTCHEUR | Match Group INC | -0.7% | EXIT | 清倉 |
| 49 | CIEN | Ciena CORP | -0.9% | EXIT | 清倉 |
| 50 | UNH | Unitedhealth Group INC | -1.1% | -88.42% | 減碼 |
FAQ
Polar Capital LLP 是什麼機構？屬於哪種投資人類型？
Polar Capital LLP 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2020-09-30），該機構追蹤的股票投資組合估值約為 US$132.9億，分佈在 287 個已申報部位之中。
Polar Capital LLP 目前前幾大持股有哪些？
根據最新 13F 申報，Polar Capital LLP 按市值排列的前幾大持股為：
1. Microsoft CORP (MSFT) — US$7.4億 (5.6%)
2. Apple INC (AAPL) — US$7.0億 (5.3%)
3. Meta Platforms Inc-class A (META) — US$5.7億 (4.3%)
4. Alibaba Group Holding-sp Adr (BABA) — US$4.4億 (3.3%)
5. Amazon.com INC (AMZN) — US$4.1億 (3.0%)
Polar Capital LLP 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Polar Capital LLP 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 23 個既有持股、減碼 12 個部位，並完全清倉 9 個持股。 其中幅度最大的異動：清倉: Ciena CORP (CIEN); 新建倉: Chegg INC (CHGG); 清倉: Match Group INC (MTCHEUR); 清倉: Alteryx INC - Class A (AYXEUR); 清倉: Intel CORP (INTC)
Polar Capital LLP 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Polar Capital LLP 的主要板塊分佈如下：
• Information Technology: 37.4%
• Communication Services: 17.1%
• Financials: 16.6%
• Health Care: 15.2%
• Consumer Discretionary: 10.5%
• Industrials: 1.7%