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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 148 项
建仓 12
增持 86
减持 20
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
—
Epam Systems Inc
-$8.7M
0
-100%
清仓
—
Enphase Energy Inc.
-$5.6M
0
-100%
建仓
SCHW
Charles Schwab Corp
+$5.2M
61,487
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
—
Digital Turbine Inc
-$4.5M
0
-100%
清仓
MS
Morgan Stanley
-$4.3M
0
-100%
清仓
CRM
Salesforce.com Inc
-$4.3M
0
-100%
清仓
—
Goldman Sachs
-$4.0M
0
-100%
减持
—
Meta Platforms Inc.
-$3.5M
29,099
-2%
建仓
MA
Mastercard Inc-Cl A
+$3.5M
9,720
减持
—
NV5 Global, Inc.
-$3.5M
24,821
-49%
增持
—
Tesla Inc
+$3.3M
8,316
+55%
清仓
—
Paypal Holdings Inc
-$3.1M
0
-100%
清仓
—
Gentherm Inc
-$3.1M
0
-100%
清仓
SBUX
Starbucks Corp
-$2.9M
0
-100%
清仓
TXN
Texas Instruments
-$2.8M
0
-100%
建仓
ABT
Abbott Labs
+$2.7M
22,516
清仓
MPWR
Monolithic Power Sys
-$2.7M
0
-100%
建仓
—
Charter Communications Class A
+$2.6M
4,835
清仓
—
Construction Partners
-$2.6M
0
-100%
建仓
GNRC
Generac Holdings Inc
+$2.6M
8,650
增持
AMZN
Amazon.com Inc
+$2.6M
6,631
+16%
减持
DHR
Danaher Corp
-$2.5M
13,943
-31%
增持
GOOG
Alphabet Inc CL C
+$2.5M
8,591
+16%
清仓
DG
Dollar General Corp
-$2.4M
0
-100%
清仓
—
Skyworks Solutions
-$2.4M
0
-100%
增持
MSFT
Microsoft Corp
-$2.3M
98,876
+1%
增持
—
Nvidia Corp
+$2.0M
52,109
+26%
减持
ADBE
Adobe Inc
-$1.7M
13,352
-2%
清仓
—
ETSY Inc.
-$1.7M
0
-100%
清仓
EL
Estee Lauder Inc
-$1.6M
0
-100%
减持
—
Netflix
-$1.6M
6,688
-3%
增持
ELV
Anthem Inc
+$1.5M
9,498
+41%
增持
CSCO
Cisco Systems Inc
+$1.5M
60,120
+107%
建仓
SHEL
Shell PLC ADR
+$1.5M
26,633
建仓
—
UBS AG-Reg
+$1.4M
72,706
建仓
—
Expedia Inc
+$1.4M
7,253
减持
NKE
Nike Inc Cl B
-$1.4M
38,977
-2%
减持
MTD
Mettler-Toledo Int'l
-$1.4M
4,172
-0%
增持
CVX
Chevron Corp.
+$1.4M
27,592
+3%
减持
OXY
Occidental Petro
+$1.3M
58,018
-17%
增持
HD
Home Depot
-$1.2M
16,115
+12%
减持
TMO
Thermo Fisher Scientific Inc
-$1.1M
14,448
-0%
清仓
RY
Royal Bank of Canada
-$1.1M
0
-100%
建仓
SONY
Sony Group Corp SP ADR
+$1.1M
10,418
清仓
AKZOY
Akzo Nobel NV
-$1.1M
0
-100%
建仓
UOVEY
United Overseas Bank
+$1.1M
22,649
减持
—
Cerner Corp
-$1.0M
3,823
-75%
增持
—
Idexx Laboratories
-$954.0K
9,123
+1%
减持
—
Accenture PLC-Cl A
-$931.0K
6,296
-15%
清仓
BA
Boeing
-$923.0K
0
-100%
增持
BRK/B
Berkshire Hathaway
+$910.0K
13,985
+4%
增持
QCOM
Qualcomm Inc
-$892.0K
32,415
+1%
增持
—
CBRE Group
+$889.0K
25,539
+91%
清仓
—
Shopify Inc.
-$883.0K
0
-100%
清仓
OTEX
Open Text
-$869.0K
0
-100%
建仓
HSBC
HSBC Holdings PLC - Sp ADR
+$804.0K
23,489
清仓
VWDRY
Vestas Wind Systems
-$801.0K
0
-100%
增持
—
KBR Inc
+$764.0K
87,430
+4%
增持
IUSG
iShares Core S&P U.S. Growth E
+$732.0K
69,574
+22%
增持
—
Du Pont (E.I.) De Nemours
+$729.0K
42,024
+44%
增持
RRX
Regal Rexnord Corp
+$668.0K
20,321
+47%
清仓
—
Orsted A/S
-$657.0K
0
-100%
增持
—
Visa Inc
+$652.0K
32,926
+7%
增持
AAPL
Apple Inc
+$638.0K
210,693
+3%
增持
—
JP Morgan Chase
-$618.0K
40,670
+5%
清仓
—
Unilever PLC-Sp
-$610.0K
0
-100%
增持
—
LAM Research Corp
-$597.0K
3,808
+4%
清仓
MGA
Magna International
-$593.0K
0
-100%
清仓
—
Neste Oyj
-$569.0K
0
-100%
增持
—
Keysight Technologies
-$566.0K
13,158
+3%
增持
OMRNY
Omron Corp.
-$564.0K
19,228
+4%
增持
—
Vale SA - Sp ADR
+$544.0K
58,589
+31%
减持
AXP
American Express
-$539.0K
22,070
-23%
增持
UNP
Union Pacific Corp
+$527.0K
16,439
+4%
增持
—
Intuitive Surgical Inc
-$527.0K
9,735
+1%
增持
CNI
Canadian National Railway Co
+$525.0K
9,514
+56%
增持
NICE
Nice LTD
-$520.0K
7,358
+5%
清仓
—
JD.Com Inc-ADR
-$503.0K
0
-100%
增持
—
S & P Global Inc.
-$503.0K
9,307
+2%
清仓
—
Tencent Holdings
-$493.0K
0
-100%
增持
—
Blackrock Inc
-$487.0K
3,908
+3%
增持
BHP
BHP Group
+$470.0K
21,823
+8%
增持
—
Wal-Mart De Mex Spons ADR
+$466.0K
28,607
+50%
增持
—
Total Energies
+$465.0K
17,452
+107%
增持
—
Royal Caribbean Cruises LTD
+$444.0K
34,677
+8%
增持
LULU
Lululemon Athletica
+$413.0K
3,488
+59%
减持
HON
Honeywell Int'l Inc
-$411.0K
6,714
-18%
减持
—
Elbit Systems Ltd
-$411.0K
1,811
-61%
增持
—
United Health
+$384.0K
8,692
+8%
增持
—
MKS Instruments Inc
-$374.0K
15,810
+0%
增持
IUSV
iShares Core S&P U.S. Value ET
+$373.0K
83,202
+7%
增持
EADSY
Airbus SE - Unsp ADR
+$332.0K
27,800
+75%
增持
—
Emcor Group Inc
-$329.0K
28,980
+3%
增持
—
Uber Technologies Inc.
-$328.0K
55,563
+1%
增持
DIS
Disney Walt
+$321.0K
33,773
+21%
增持
CAT
Caterpillar Inc
+$310.0K
13,985
+3%
增持
—
MYR Group
-$298.0K
24,139
+4%
增持
WMT
Wal-Mart Stores
+$283.0K
31,880
+3%
增持
—
Aon PLC
+$272.0K
6,881
+5%
增持
—
ICON PLC
-$272.0K
5,101
+4%
增持
—
Broadcom LTD
-$270.0K
9,177
+1%
增持
SYY
Sysco
+$269.0K
34,643
+6%
增持
MLM
Martin Marietta
-$250.0K
5,336
+2%
增持
BAC
Bank of America
-$244.0K
123,342
+3%
增持
SCHX
Schwab U S Large Cap ETF
-$227.0K
70,530
+99%
建仓
GOOGL
Alphabet Inc CL A
+$223.0K
80
减持
COP
Conoco Phillips
+$218.0K
37,087
-23%
清仓
—
Alibaba Group
-$218.0K
0
-100%
清仓
—
Atlassian Corp PLC- CL A
-$213.0K
0
-100%
增持
—
Nextera Energy Inc
-$212.0K
31,341
+2%
增持
AMAT
Applied Materials Inc
-$210.0K
9,953
+3%
增持
JNJ
Johnson & Johnson
+$207.0K
13,350
+6%
增持
TGT
Target Corp
-$203.0K
21,885
+4%
减持
IVV
iShares Core S&P 500 Index ETF
-$202.0K
8,541
-0%
增持
—
Astrazeneca Plc
+$198.0K
17,566
+6%
增持
ACWX
iShares MSCI ACWI ETF
+$180.0K
44,475
+15%
减持
—
Adidas AG
-$173.0K
4,754
-6%
增持
COST
Costco Wholesale
+$149.0K
12,781
+1%
增持
—
Schneider Electric
-$144.0K
37,296
+4%
增持
TSM
Taiwan Semiconductor Mfg
-$143.0K
15,744
+6%
增持
BP
BP PLC - Sp ADR
+$130.0K
32,142
+5%
增持
CM
Canadian Imperial Bank of Comm
+$106.0K
10,109
+5%
减持
—
Solaredge Technologies Inc
+$102.0K
2,857
-2%
增持
SDVKY
Sandvik AB
-$102.0K
18,235
+4%
增持
LLY
Eli Lilly & Co
+$96.0K
9,450
+0%
减持
IWF
iShares Russell 1000 Growth ET
-$90.0K
2,332
-3%
增持
TD
Toronto-Dominion
+$89.0K
13,989
+5%
增持
ULTA
Ulta Beauty Inc
-$89.0K
9,003
+1%
增持
APH
Amphenol Corp CL A
-$81.0K
32,600
+12%
增持
NVO
Novo-Nordisk Spons
+$71.0K
16,048
+5%
增持
MELI
Mercadolibre
-$70.0K
679
+4%
增持
DEO
Diageo PLC
-$70.0K
9,800
+5%
增持
HXGBY
Hexagon AB
-$67.0K
56,778
+5%
增持
—
Waste Management
-$61.0K
20,103
+3%
增持
SCHA
Schwab U S Small Cap ETF
-$59.0K
21,401
+104%
增持
SCHM
Schwab U S Mid Cap ETF
-$58.0K
12,802
+0%
增持
—
SPDR MSCI ACWI ETF
-$47.0K
55,235
+3%
减持
VEA
Vanguard FTSE Developed Market
-$47.0K
9,369
-4%
增持
CVS
CVS Caremark Corp.
+$45.0K
38,722
+3%
增持
HMC
Honda Motor Ltd Amern Shs
+$40.0K
32,325
+5%
增持
—
iShares Core Intl Stock ETF
-$29.0K
8,040
+1%
增持
IJH
iShares Core S&P Mid Cap ETF
-$26.0K
1,854
+0%
增持
IJR
iShares Core S&P SmallCap ETF
-$26.0K
4,143
+0%
增持
—
IntercontinentalExchange Group
+$21.0K
19,976
+4%
增持
—
Linde PLC
-$17.0K
4,017
+7%
增持
CMCSA
Comcast Corp.
-$11.0K
36,463
+7%
增持
IWD
iShares Russell 1000 Value ETF
-$10.0K
7,193
+0%
增持
PEP
Pepsico Inc
-$1.0K
14,555
+4%
