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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 121 项
建仓 10
增持 59
减持 49
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
CMG
Chipotle Mexican Grill Inc
+$3.7M
2,444
建仓
INTU
Intuit Inc
+$3.1M
8,106
减持
UNP
Union Pacific Corp
-$3.1M
1,671
-90%
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
TMUS
T-Mobile US Inc
+$3.1M
22,879
减持
ADBE
Adobe Inc
-$3.1M
6,034
-53%
建仓
—
Paycom Software Inc.
+$2.9M
8,656
增持
GOOG
Alphabet Inc CL C
-$2.3M
163,984
+1886%
建仓
SPG
Simon Property Group
+$2.2M
24,321
增持
MSFT
Microsoft Corp
-$2.1M
96,264
+1%
清仓
—
Exelon Corporation
-$2.0M
0
-100%
建仓
ROST
Ross Stores Inc
+$1.8M
21,565
减持
—
Nvidia Corp
-$1.5M
48,216
-1%
减持
—
Meta Platforms Inc.
-$1.5M
34,895
-10%
清仓
CMCSA
Comcast Corp.
-$1.4M
0
-100%
建仓
CFR
Cullen/Frost Bankers Inc.
+$1.2M
8,987
减持
IUSG
iShares Core S&P U.S. Growth E
-$1.2M
61,758
-16%
减持
PEP
Pepsico Inc
-$1.1M
17,128
-27%
建仓
ODFL
Old Dominion Freight Line
+$1.1M
4,456
减持
—
Visa Inc
-$1.0M
28,810
-8%
减持
OXY
Occidental Petro
-$1.0M
40,714
-32%
减持
WMT
Wal-Mart Stores
-$1.0M
23,031
-30%
增持
—
O'Reilly Automotive
+$936.0K
4,132
+33%
增持
—
Tesla Inc
+$916.0K
23,832
+197%
增持
AMZN
Amazon.com Inc
+$863.0K
124,238
+0%
增持
—
Nextera Energy Inc
+$840.0K
43,040
+32%
减持
NKE
Nike Inc Cl B
-$832.0K
35,537
-4%
减持
CSCO
Cisco Systems Inc
-$763.0K
45,026
-25%
增持
APH
Amphenol Corp CL A
+$703.0K
42,934
+27%
建仓
—
Brookfield Asset Management Or
+$650.0K
15,905
建仓
—
On Holding AG Class A
+$626.0K
38,980
减持
ABT
Abbott Labs
-$592.0K
19,664
-14%
增持
COP
Conoco Phillips
+$581.0K
39,564
+2%
减持
TSM
Taiwan Semiconductor Mfg
-$538.0K
11,007
-30%
增持
TMO
Thermo Fisher Scientific Inc
-$480.0K
14,277
+0%
增持
SYY
Sysco
-$466.0K
36,999
+2%
增持
—
Vistra Corp
+$444.0K
132,519
+29%
增持
AAPL
Apple Inc
+$417.0K
204,931
+0%
增持
QCOM
Qualcomm Inc
-$399.0K
32,896
+2%
减持
—
JP Morgan Chase
-$372.0K
41,702
-1%
增持
—
Broadcom LTD
-$364.0K
9,139
+0%
减持
ACWX
iShares MSCI ACWI ETF
-$330.0K
43,370
-5%
减持
RRX
Regal Rexnord Corp
+$319.0K
17,666
-7%
增持
JNJ
Johnson & Johnson
-$318.0K
33,283
+3%
增持
—
ASML Holding ADR
+$314.0K
1,571
+121%
增持
—
Keysight Technologies
+$312.0K
13,842
+2%
减持
—
Diamondback Energy Inc
-$301.0K
10,882
-18%
增持
—
S & P Global Inc.
-$275.0K
9,217
+1%
增持
ZURVY
Zurich Insurance Group-ADR
+$268.0K
20,443
+63%
增持
MA
Mastercard Inc-Cl A
-$256.0K
10,167
+2%
增持
—
Waste Management
+$251.0K
21,653
+3%
增持
—
KBR Inc
-$235.0K
56,624
+2%
增持
—
Emcor Group Inc
+$232.0K
15,214
+3%
增持
LULU
Lululemon Athletica
+$231.0K
4,246
+21%
减持
—
Astrazeneca Plc
-$227.0K
17,253
-3%
增持
MTD
Mettler-Toledo Int'l
-$219.0K
4,177
+1%
减持
SCHW
Charles Schwab Corp
-$216.0K
44,016
-18%
增持
TGT
Target Corp
+$212.0K
22,742
+2%
增持
—
NV5 Global, Inc.
+$209.0K
24,981
+1%
增持
—
LAM Research Corp
-$209.0K
4,097
+2%
减持
—
Netflix
+$205.0K
5,293
-11%
清仓
VUG
Vanguard Growth ETF
-$202.0K
0
-100%
减持
NVO
Novo-Nordisk Spons
-$194.0K
16,173
-0%
减持
SONY
Sony Group Corp SP ADR
-$190.0K
10,388
-1%
增持
MLM
Martin Marietta
+$190.0K
5,677
+4%
增持
CVS
CVS Caremark Corp.
+$185.0K
41,029
+2%
减持
SCHX
Schwab U S Large Cap ETF
-$182.0K
73,496
-0%
减持
—
ICON PLC
-$176.0K
5,116
-1%
增持
ELV
Elevance Health Inc
-$174.0K
10,084
+2%
增持
DHR
Danaher Corp
+$170.0K
14,685
+3%
减持
—
SPDR MSCI ACWI ETF
-$170.0K
56,432
-2%
增持
CAT
Caterpillar Inc
-$169.0K
14,811
+2%
增持
IVV
iShares Core S&P 500 Index ETF
-$163.0K
8,595
+0%
减持
HSBC
HSBC Holdings PLC - Sp ADR
-$156.0K
23,510
-0%
增持
—
Idexx Laboratories
-$152.0K
6,131
+0%
增持
—
Blackrock Inc
-$145.0K
4,114
+4%
增持
BHP
BHP Group
-$134.0K
21,945
+0%
减持
MELI
Mercadolibre
+$129.0K
683
-0%
减持
—
UBS AG-Reg
-$129.0K
72,856
-0%
增持
—
Accenture PLC-Cl A
-$128.0K
6,359
+0%
增持
—
Monster Beverage Corp
-$124.0K
24,286
+1%
减持
DIS
Disney Walt
-$119.0K
31,773
-4%
增持
—
Vertex Pharmaceuticals Inc
+$119.0K
11,919
+1%
增持
—
Solaredge Technologies Inc
-$118.0K
2,876
+0%
减持
ULTA
Ulta Beauty Inc
+$113.0K
8,874
-1%
增持
HSY
Hershey Co.
+$110.0K
9,515
+3%
增持
SU
Suncor Energy Inc.
-$99.0K
14,599
+0%
增持
BAC
Bank of America
-$95.0K
127,291
+1%
减持
—
Devon Energy Corporation
+$89.0K
25,998
-3%
减持
EADSY
Airbus SE - Unsp ADR
-$82.0K
27,869
-0%
增持
CVX
Chevron Corp.
+$81.0K
29,536
+3%
增持
SHEL
Shell PLC ADR
-$75.0K
30,201
+0%
减持
—
iShares Core Intl Stock ETF
-$74.0K
7,647
-6%
减持
—
IntercontinentalExchange Group
-$72.0K
18,989
-0%
增持
—
Linde PLC
-$69.0K
4,061
+0%
增持
—
Elbit Systems Ltd
-$69.0K
1,839
+1%
减持
TD
Toronto-Dominion
-$67.0K
14,003
-1%
增持
—
United Health
-$62.0K
11,869
+1%
减持
IWF
iShares Russell 1000 Growth ET
-$62.0K
1,959
-10%
减持
HXGBY
Hexagon AB
-$61.0K
56,865
-0%
增持
IUSV
iShares Core S&P U.S. Value ET
-$52.0K
96,397
+6%
减持
DEO
Diageo PLC
-$48.0K
9,879
-0%
减持
—
Schneider Electric
-$48.0K
37,001
-1%
减持
IJR
iShares Core S&P SmallCap ETF
-$47.0K
3,907
-7%
增持
CNI
Canadian National Railway Co
-$43.0K
9,616
+0%
增持
—
MYR Group
-$41.0K
25,318
+2%
增持
—
Canadian Pacific Railways
-$37.0K
13,027
+0%
减持
UOVEY
United Overseas Bank
-$34.0K
22,852
-0%
减持
NICE
Nice LTD
-$33.0K
7,392
-0%
减持
SCHM
Schwab U S Mid Cap ETF
-$33.0K
13,432
-0%
减持
SCHA
Schwab U S Small Cap ETF
-$30.0K
22,676
-0%
增持
COST
Costco Wholesale
-$29.0K
8,802
+1%
减持
—
Wal-Mart De Mex Spons ADR
+$20.0K
28,980
-0%
减持
—
Aon PLC
-$19.0K
6,907
-0%
减持
HD
Home Depot
-$17.0K
10,314
-1%
增持
IWD
iShares Russell 1000 Value ETF
-$15.0K
8,095
+5%
增持
BRK/B
Berkshire Hathaway
+$15.0K
19,161
+3%
增持
AXP
American Express
-$15.0K
23,410
+2%
减持
LLY
Eli Lilly & Co
-$15.0K
9,400
-0%
增持
CPRT
Copart Inc.
-$14.0K
19,466
+1%
增持
IJH
iShares Core S&P Mid Cap ETF
-$11.0K
1,883
+1%
减持
BP
BP PLC - Sp ADR
-$1.0K
43,134
-1%
