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MITCHELL CAPITAL MANAGEMENT CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MITCHELL CAPITAL MANAGEMENT CO
报告期 2026-03-31 · CIK 0001080351
持仓数
113
前50大市值合计
$448.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 75
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
—
Digital Turbine Inc
+$4.9M
71,589
清仓
BURL
Burlington Stores
-$4.5M
0
-100%
减持
HON
Honeywell Int'l Inc
-$3.6M
8,572
-65%
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
AMGN
Amgen Inc
-$3.5M
0
-100%
清仓
AVAV
Aerovironment Inc
-$3.4M
0
-100%
清仓
SCL
Stepan Co
-$3.3M
0
-100%
建仓
—
Royal Caribbean Cruises LTD
+$3.1M
35,131
清仓
LDOS
Leidos Holdings Inc.
-$3.0M
0
-100%
清仓
—
Zimmer Biomet
-$2.9M
0
-100%
增持
BAC
Bank of America
+$2.7M
117,888
+114%
清仓
IPGP
IPG Photonics Corp
-$2.6M
0
-100%
清仓
FDX
Fedex Corp
-$2.6M
0
-100%
清仓
—
Activision Blizzard
-$2.5M
0
-100%
增持
AMZN
Amazon.com Inc
+$2.1M
5,949
+17%
清仓
MTZ
Mastec Inc.
-$2.0M
0
-100%
增持
COP
Conoco Phillips
+$2.0M
47,248
+137%
增持
—
Meta Platforms Inc.
+$1.9M
31,188
+24%
减持
TMUS
T-Mobile US Inc
-$1.8M
11,848
-48%
建仓
CSCO
Cisco Systems Inc
+$1.5M
27,847
增持
CVX
Chevron Corp.
+$1.3M
26,081
+106%
减持
TGT
Target Corp
-$1.3M
20,638
-17%
建仓
ELV
Anthem Inc
+$1.2M
3,324
建仓
APH
Amphenol Corp CL A
+$1.2M
16,695
减持
—
Enphase Energy Inc.
-$1.2M
32,308
-1%
增持
AAPL
Apple Inc
+$1.0M
182,925
+1%
减持
—
Epam Systems Inc
-$1.0M
13,737
-21%
减持
GOOG
Alphabet Inc CL C
+$1.0M
6,559
-0%
建仓
HMC
Honda Motor Ltd Amern Shs
+$953.0K
31,064
减持
TMO
Thermo Fisher Scientific Inc
+$933.0K
15,468
-1%
增持
MLM
Martin Marietta
+$913.0K
5,043
+119%
增持
SYY
Sysco
+$897.0K
33,148
+51%
减持
—
Tencent Holdings
-$880.0K
8,471
-54%
减持
—
Rexnord Corp
+$862.0K
61,813
-1%
减持
—
Paypal Holdings Inc
-$857.0K
23,332
-2%
增持
DHR
Danaher Corp
+$810.0K
19,935
+2%
减持
MSFT
Microsoft Corp
+$676.0K
77,907
-1%
减持
COST
Costco Wholesale
+$665.0K
12,822
-0%
建仓
—
Wal-Mart De Mex Spons ADR
+$636.0K
18,697
减持
MPWR
Monolithic Power Sys
+$599.0K
5,452
-0%
减持
—
Netflix
+$561.0K
6,921
-0%
增持
—
JP Morgan Chase
+$561.0K
38,100
+4%
增持
—
Tesla Inc
+$522.0K
5,357
+0%
减持
QCOM
Qualcomm Inc
-$482.0K
32,752
-1%
减持
—
MKS Instruments Inc
-$477.0K
16,215
-1%
减持
—
Alibaba Group
-$467.0K
2,445
-33%
减持
NKE
Nike Inc Cl B
-$455.0K
40,413
-1%
减持
CRM
Salesforce.com Inc
+$438.0K
16,983
-0%
减持
UNP
Union Pacific Corp
-$426.0K
15,735
-1%
增持
MS
Morgan Stanley
+$420.0K
42,653
+5%
增持
OMRNY
Omron Corp.
+$385.0K
18,401
+2%
增持
—
Skyworks Solutions
-$372.0K
15,685
+2%
减持
BMY
Bristol Myers Squibb Co
-$367.0K
45,897
-1%
减持
—
WRAP Technologies
-$347.0K
176,799
-1%
减持
—
Gentherm Inc
+$340.0K
36,187
-1%
减持
—
Visa Inc
-$330.0K
20,617
-2%
增持
—
Nvidia Corp
+$309.0K
42,657
+300%
减持
MA
Mastercard Inc-Cl A
-$305.0K
15,265
-1%
增持
SCHA
Schwab U S Small Cap ETF
+$302.0K
9,277
+54%
增持
—
Waste Management
+$296.0K
18,941
+5%
增持
—
ICON PLC
+$288.0K
4,880
+2%
增持
CAT
Caterpillar Inc
-$266.0K
13,300
+3%
增持
—
Nextera Energy Inc
+$251.0K
30,070
+4%
增持
BHP
BHP Group
-$245.0K
13,233
+1%
增持
—
MYR Group
+$245.0K
22,813
+2%
增持
—
Adidas AG
-$242.0K
9,342
+1%
减持
—
Intuitive Surgical Inc
+$231.0K
3,231
-0%
建仓
IT
Gartner Inc
+$224.0K
737
增持
—
LAM Research Corp
-$218.0K
3,594
+3%
增持
—
Du Pont (E.I.) De Nemours
-$218.0K
28,381
+2%
建仓
—
Atlassian Corp PLC- CL A
+$218.0K
558
增持
NVO
Novo-Nordisk Spons
+$211.0K
15,234
+2%
减持
ADBE
Adobe Inc
-$203.0K
14,137
-1%
增持
—
Vale SA - Sp ADR
-$201.0K
23,246
+1%
减持
—
Idexx Laboratories
-$200.0K
9,521
-2%
减持
—
Cerner Corp
-$193.0K
19,254
-3%
增持
—
KBR Inc
+$189.0K
82,492
+3%
减持
NICE
Nice LTD
-$187.0K
7,013
-20%
减持
—
Accenture PLC-Cl A
-$167.0K
7,363
-14%
减持
—
Construction Partners
+$165.0K
89,537
-0%
减持
IWF
iShares Russell 1000 Growth ET
-$164.0K
6,153
-10%
增持
—
Keysight Technologies
+$163.0K
12,535
+2%
减持
—
Sunrun Inc
-$162.0K
7,147
-16%
减持
IVV
iShares Core S&P 500 Index ETF
-$159.0K
9,271
-4%
增持
AXP
American Express
+$153.0K
27,915
+2%
增持
MGA
Magna International
-$146.0K
9,065
+1%
增持
CVS
CVS Caremark Corp.
+$146.0K
36,692
+3%
减持
SCHX
Schwab U S Large Cap ETF
-$143.0K
34,472
-4%
增持
—
Emcor Group Inc
-$141.0K
27,710
+2%
减持
—
IntercontinentalExchange Group
-$134.0K
19,126
-3%
增持
IJR
iShares Core S&P SmallCap ETF
+$134.0K
4,665
+41%
增持
AKZOY
Akzo Nobel NV
-$124.0K
29,202
+2%
减持
IWD
iShares Russell 1000 Value ETF
-$124.0K
7,206
-9%
减持
—
NV5 Global, Inc.
+$122.0K
49,247
-2%
减持
ULTA
Ulta Beauty Inc
+$112.0K
9,021
-1%
增持
IUSV
iShares Core S&P U.S. Value ET
+$102.0K
76,191
+3%
增持
TSM
Taiwan Semiconductor Mfg
-$101.0K
14,799
+1%
减持
MTD
Mettler-Toledo Int'l
-$101.0K
4,345
-1%
增持
DIS
Disney Walt
-$99.0K
28,279
+2%
增持
AMAT
Applied Materials Inc
-$98.0K
9,407
+2%
减持
EL
Estee Lauder Inc
-$98.0K
4,482
-1%
增持
—
Vivendi SA
+$98.0K
33,933
+2%
减持
—
S & P Global Inc.
+$97.0K
9,327
-1%
增持
—
Goldman Sachs
+$92.0K
10,251
+3%
增持
MELI
Mercadolibre
+$91.0K
645
+1%
增持
PEP
Pepsico Inc
+$91.0K
13,756
+3%
减持
—
Aon PLC
-$90.0K
6,536
-20%
减持
—
United Health
-$86.0K
7,674
-0%
增持
—
Schneider Electric
+$80.0K
35,929
+2%
减持
HD
Home Depot
+$79.0K
9,592
-0%
增持
CNI
Canadian National Railway Co
+$76.0K
6,419
+2%
增持
—
Elbit Systems Ltd
+$75.0K
4,621
+1%
增持
—
ETSY Inc.
+$70.0K
7,462
+4%
增持
BA
Boeing
-$67.0K
4,609
+2%
减持
SBUX
Starbucks Corp
-$63.0K
25,702
-1%
增持
LULU
Lululemon Athletica
+$59.0K
1,287
+2%
减持
—
Moderna Inc
+$58.0K
700
-22%
增持
—
Neste Oyj
-$58.0K
30,506
+1%
增持
TXN
Texas Instruments
+$57.0K
14,784
+2%
增持
VWDRY
Vestas Wind Systems
+$56.0K
80,817
+2%
增持
WMT
Wal-Mart Stores
+$54.0K
30,366
+2%
增持
HXGBY
Hexagon AB
+$48.0K
54,294
+2%
增持
—
Unilever PLC-Sp
-$46.0K
11,431
+0%
增持
BRK/B
Berkshire Hathaway
+$46.0K
13,229
+3%
增持
DEO
Diageo PLC
+$45.0K
9,340
+2%
增持
—
Orsted A/S
-$43.0K
13,532
+1%
增持
SDVKY
Sandvik AB
-$41.0K
17,587
+2%
增持
BP
BP PLC - Sp ADR
+$40.0K
30,561
+2%
增持
SCHM
Schwab U S Mid Cap ETF
+$39.0K
12,379
+6%
增持
—
Linde PLC
+$38.0K
3,653
+2%
增持
—
Blackrock Inc
-$38.0K
3,717
+3%
减持
IUSG
iShares Core S&P U.S. Growth E
+$34.0K
61,784
-1%
增持
TD
Toronto-Dominion
-$31.0K
13,306
+2%
减持
—
Novartis AG ADR
-$30.0K
3,082
-0%
减持
—
iShares Core Intl Stock ETF
-$29.0K
9,650
-1%
增持
EADSY
Airbus SE - Unsp ADR
+$29.0K
15,979
+2%
增持
—
Total Energies
+$28.0K
8,429
+2%
增持
—
Solaredge Technologies Inc
-$27.0K
4,338
+2%
减持
—
Broadcom LTD
-$25.0K
9,316
-2%
增持
—
Shopify Inc.
-$25.0K
360
+3%
增持
—
SPDR MSCI ACWI ETF
+$23.0K
40,928
+6%
增持
ACWX
iShares MSCI ACWI ETF
+$19.0K
25,349
+5%
增持
—
Astrazeneca Plc
+$18.0K
16,504
+2%
减持
IJH
iShares Core S&P Mid Cap ETF
-$17.0K
2,231
-1%
增持
JNJ
Johnson & Johnson
-$16.0K
12,330
+1%
增持
OTEX
Open Text
-$15.0K
18,278
+3%
减持
LLY
Lilly, Eli & Co
+$10.0K
9,538
-0%
增持
—
iShares Core MSCI EAFE ETF
+$9.0K
5,220
+3%
减持
TYL
Tyler Technologies
-$5.0K
8,129
-1%
减持
FISV
Fiserv Inc
+$4.0K
11,219
-1%
增持
—
Nomad Foods LTD
-$4.0K
14,451
+2%
