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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 122 项
建仓 8
增持 71
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
—
Cinemark Holdings Inc
+$5.7M
383,554
减持
—
Nvidia Corp
+$4.8M
41,622
-10%
增持
MSFT
Microsoft Corp
+$4.7M
88,634
+2%
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
SCHW
Charles Schwab Corp
-$4.6M
0
-100%
建仓
—
Arista Networks Inc.
+$4.6M
27,173
建仓
SMG
Scotts Miracle-Gro
+$4.5M
64,299
清仓
CVS
CVS Caremark Corp.
-$3.8M
0
-100%
清仓
—
KBR Inc
-$3.0M
0
-100%
增持
CPRT
Copart Inc.
+$3.0M
71,453
+83%
减持
AAPL
Apple Inc
+$3.0M
172,435
-12%
减持
—
NV5 Global, Inc.
-$3.0M
2,862
-88%
增持
GOOG
Alphabet Inc CL C
+$2.8M
148,001
+4%
清仓
SYY
Sysco
-$2.8M
0
-100%
减持
CVX
Chevron Corp.
-$2.7M
15,629
-47%
减持
NKE
Nike Inc Cl B
-$2.5M
13,225
-62%
增持
LLY
Eli Lilly & Co
+$2.4M
16,901
+80%
增持
COST
Costco Wholesale
+$2.3M
12,681
+44%
建仓
—
Trex Company Inc.
+$2.2M
44,673
增持
—
Diamondback Energy Inc
+$2.2M
27,475
+143%
建仓
—
SS&C Technologies Holdings
+$2.2M
38,083
增持
—
Emcor Group Inc
+$2.1M
26,959
+76%
减持
AMZN
Amazon.com Inc
+$1.9M
109,431
-2%
清仓
—
Paycom Software Inc.
-$1.8M
0
-100%
增持
—
United Health
+$1.8M
17,085
+45%
建仓
—
Linde PLC
+$1.8M
5,131
减持
ELV
Elevance Health Inc
-$1.8M
7,161
-28%
增持
ABT
Abbott Labs
+$1.8M
34,176
+125%
减持
JNJ
Johnson & Johnson
-$1.7M
26,465
-20%
增持
—
Tesla Inc
+$1.6M
18,034
+6%
增持
—
Vistra Corp
+$1.4M
184,490
+40%
清仓
—
Linde PLC
-$1.3M
0
-100%
清仓
—
Netflix
-$1.2M
0
-100%
增持
ROST
Ross Stores Inc
+$1.2M
34,672
+61%
增持
—
Blackrock Inc
+$1.2M
6,004
+50%
清仓
—
Devon Energy Corporation
-$1.2M
0
-100%
减持
IUSV
iShares Core S&P U.S. Value ET
-$1.0M
78,385
-19%
建仓
—
Canadian Pacific Kansas City
+$1.0M
13,373
减持
IUSG
iShares Core S&P U.S. Growth E
-$1.0M
61,266
-23%
清仓
—
Canadian Pacific Railways
-$982.4K
0
-100%
增持
TSM
Taiwan Semiconductor Mfg
+$925.4K
18,731
+71%
增持
CMG
Chipotle Mexican Grill Inc
+$921.5K
2,319
+6%
增持
—
On Holding AG Class A
+$915.7K
64,431
+2%
增持
—
MYR Group
+$873.5K
25,286
+1%
增持
—
Nextera Energy Inc
+$853.1K
57,353
+34%
减持
IWF
iShares Russell 1000 Growth ET
-$848.8K
19,126
-26%
增持
ACWX
iShares MSCI ACWI ex US ETF
+$810.4K
56,076
+33%
清仓
SU
Suncor Energy Inc.
-$799.1K
0
-100%
增持
ULTA
Ulta Beauty Inc
+$791.7K
9,049
+2%
减持
IWD
iShares Russell 1000 Value ETF
-$756.6K
5,160
-49%
增持
ON
ON Semiconductor Corporation
+$706.4K
26,989
+11%
增持
—
Visa Inc
+$685.5K
30,781
+2%
增持
—
Schneider Electric
+$680.3K
51,417
+39%
增持
CFR
Cullen/Frost Bankers Inc.
+$667.4K
30,530
+60%
增持
—
Idexx Laboratories
+$615.9K
6,261
+2%
增持
—
Conoco Phillips
+$607.8K
53,178
+34%
增持
TGT
Target Corp
+$584.5K
23,537
+6%
增持
SCHX
Schwab U S Large Cap ETF
+$581.6K
79,720
+10%
减持
QCOM
Qualcomm Inc
+$548.4K
32,596
-1%
减持
BAC
Bank of America
-$514.1K
106,334
-1%
增持
BHP
BHP Group
+$498.5K
29,428
+34%
清仓
—
Brookfield Corp F Class A
-$480.6K
0
-100%
增持
AXP
American Express
+$471.0K
23,545
+2%
增持
TMO
Thermo Fisher Scientific Inc
+$462.6K
14,476
+1%
减持
NVO
Novo-Nordisk Spons
-$459.7K
10,790
-33%
减持
—
Broadcom LTD
+$448.5K
8,575
-5%
增持
MTD
Mettler-Toledo Int'l
+$440.8K
4,212
+1%
增持
INTU
Intuit Inc
+$419.3K
6,354
+2%
减持
—
IntercontinentalExchange Group
-$391.1K
24,492
-15%
增持
—
SPDR MSCI ACWI ETF
+$381.0K
67,746
+20%
增持
APH
Amphenol Corp CL A
+$326.6K
43,214
+3%
增持
MELI
Mercadolibre
+$324.4K
684
+0%
增持
—
Vertex Pharmaceuticals Inc
+$321.6K
11,925
+0%
减持
HD
Home Depot
-$293.0K
9,469
-3%
减持
ADBE
Adobe Inc
+$284.9K
5,936
-0%
增持
IVV
iShares Core S&P 500 Index ETF
+$271.5K
8,661
+1%
减持
DIS
Disney Walt
+$271.5K
20,835
-0%
增持
NICE
Nice LTD
+$269.6K
7,301
+0%
增持
—
Monster Beverage Corp
+$267.0K
50,534
+108%
增持
ODFL
Old Dominion Freight Line
+$264.6K
4,508
+1%
增持
HSY
Hershey Co.
+$258.2K
9,630
+2%
增持
—
ASML Holding ADR
+$246.8K
1,626
+3%
增持
—
UBS AG-Reg
+$236.1K
75,201
+3%
建仓
VUG
Vanguard Growth ETF
+$225.7K
905
增持
MA
Mastercard Inc-Cl A
+$219.3K
10,352
+2%
减持
HON
Honeywell Int'l Inc
-$214.3K
6,407
-5%
增持
WMT
Wal-Mart Stores
+$185.8K
23,516
+2%
增持
TMUS
T-Mobile US Inc
+$184.4K
23,366
+2%
增持
SCHA
Schwab U S Small Cap ETF
+$184.1K
26,177
+16%
增持
SONY
Sony Group Corp SP ADR
+$181.8K
10,037
+5%
减持
LULU
Lululemon Athletica
+$174.5K
4,174
-1%
增持
—
Waste Management
+$164.3K
21,733
+1%
增持
SCHM
Schwab U S Mid Cap ETF
+$155.6K
15,082
+14%
减持
—
S & P Global Inc.
-$154.1K
12,092
-6%
增持
DHR
Danaher Corp
-$146.3K
14,605
+1%
增持
—
Wal-Mart De Mex Spons ADR
+$137.8K
28,994
+0%
减持
SPG
Simon Property Group
-$135.9K
24,400
-0%
增持
—
ICON PLC
+$120.2K
5,231
+2%
增持
MLM
Martin Marietta
+$117.7K
5,680
+1%
减持
—
Accenture PLC-Cl A
+$115.8K
6,300
-0%
增持
EADSY
Airbus SE - Unsp ADR
+$113.5K
28,013
+1%
减持
UNP
Union Pacific Corp
-$111.6K
1,161
-30%
增持
PEP
Pepsico Inc
+$102.2K
17,484
+2%
增持
—
Keysight Technologies
-$101.3K
14,020
+1%
增持
BRK/B
Berkshire Hathaway
+$97.9K
19,464
+2%
减持
—
Aon PLC
+$91.6K
6,841
-1%
减持
RRX
Regal Rexnord Corp
+$85.5K
6,347
-6%
增持
—
O'Reilly Automotive
+$84.0K
4,187
+2%
增持
—
JP Morgan Chase
+$78.4K
42,608
+4%
增持
OXY
Occidental Petro
+$75.5K
61,189
+3%
减持
CAT
Caterpillar Inc
-$75.2K
3,592
-4%
增持
TD
Toronto-Dominion
-$63.6K
14,129
+1%
增持
SHEL
Shell PLC ADR
+$54.8K
31,105
+2%
增持
WDS
Woodside Energy Group F Sponso
-$54.5K
50,347
+3%
增持
—
iShares Core Intl Stock ETF
+$54.2K
7,947
+5%
减持
—
Solaredge Technologies Inc
+$40.6K
2,814
-2%
增持
—
Astrazeneca Plc
+$32.5K
17,361
+0%
增持
IJH
iShares Core S&P Mid Cap ETF
+$26.2K
1,910
+2%
减持
UOVEY
United Overseas Bank
-$19.4K
22,775
-0%
增持
IJR
iShares Core S&P SmallCap ETF
+$18.5K
3,974
+3%
减持
DEO
Diageo PLC
+$14.5K
9,747
-1%
增持
ZURVY
Zurich Insurance Group-ADR
+$1.5K
20,468
+0%
增持
CNI
Canadian National Railway Co
+$1.2K
9,756
+1%
