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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 115 项
建仓 14
增持 38
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
+$6.1M
88,954
+3%
建仓
—
Medpace Holdings Inc
+$5.3M
17,429
增持
AAPL
Apple Inc
+$4.1M
171,255
+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。
增持
—
Trex Company Inc.
+$3.7M
93,223
+45%
清仓
—
Blackrock Inc
-$3.7M
0
-100%
建仓
CAVA
Cava Group Inc.
+$3.6M
84,732
建仓
—
Mid-America Apt Comm
+$3.3M
24,657
清仓
SMG
Scotts Miracle-Gro
-$3.3M
0
-100%
增持
AMZN
Amazon.com Inc
+$3.2M
113,090
+3%
减持
MTD
Mettler-Toledo Int'l
-$3.1M
1,173
-71%
建仓
—
Zoetis Inc.
+$3.1M
15,675
清仓
—
Pinnacle Financial Partners
-$3.0M
0
-100%
增持
MU
Micron Technology Inc
+$2.9M
54,694
+111%
增持
BRK/B
Berkshire Hathaway
+$2.5M
27,091
+32%
减持
—
Broadcom LTD
+$2.3M
8,288
-1%
减持
—
Nvidia Corp
+$2.2M
36,430
-0%
增持
GOOG
Alphabet Inc CL C
+$2.1M
152,969
+3%
减持
OXY
Occidental Petro
-$1.9M
101,548
-18%
减持
ON
ON Semiconductor Corporation
-$1.9M
45,039
-26%
减持
—
Cinemark Holdings Inc
-$1.7M
384,358
-1%
增持
—
O'Reilly Automotive
+$1.7M
5,809
+37%
清仓
NICE
Nice LTD
-$1.6M
0
-100%
增持
—
JP Morgan Chase
+$1.5M
55,930
+2%
增持
IUSV
iShares Core S&P U.S. Value ET
+$1.5M
75,032
+16%
增持
—
Arista Networks Inc.
+$1.5M
27,399
+1%
增持
CMG
Chipotle Mexican Grill Inc
+$1.4M
2,440
+6%
增持
COST
Costco Wholesale
+$1.3M
12,459
+2%
增持
—
Qualys Inc.
+$1.2M
18,631
+18%
建仓
—
CRH Public Limited
+$1.1M
16,271
增持
—
S & P Global Inc.
+$1.1M
12,295
+4%
增持
—
Visa Inc
+$1.0M
30,753
+2%
减持
SCHX
Schwab U S Large Cap ETF
-$1.0M
37,187
-40%
增持
—
Vistra Corp
+$1.0M
186,183
+0%
减持
JNJ
Johnson & Johnson
-$974.8K
20,017
-24%
增持
INTU
Intuit Inc
+$912.9K
6,573
+5%
增持
ROST
Ross Stores Inc
+$896.3K
34,958
+0%
减持
—
SPDR MSCI ACWI ETF
-$860.6K
21,203
-63%
增持
IUSG
iShares Core S&P U.S. Growth E
+$860.2K
68,818
+4%
增持
EADSY
Airbus SE - Unsp ADR
+$853.8K
47,758
+62%
增持
CPRT
Copart Inc.
+$837.0K
139,514
+0%
减持
—
Meta Platforms Inc.
+$829.1K
15,604
-0%
减持
ULTA
Ulta Beauty Inc
+$782.9K
12,040
-6%
增持
—
Idexx Laboratories
+$752.7K
6,376
+0%
减持
CFR
Cullen/Frost Bankers Inc.
-$721.3K
27,515
-32%
增持
APH
Amphenol Corp CL A
+$713.0K
44,671
+1%
增持
—
Vertex Pharmaceuticals Inc
+$705.2K
11,611
+0%
减持
TGT
Target Corp
+$694.0K
31,780
-8%
增持
LLY
Eli Lilly & Co
+$649.8K
12,571
+1%
减持
—
UBS AG-Reg
+$584.9K
103,627
-2%
增持
MLM
Martin Marietta
+$580.0K
5,904
+2%
减持
—
Waste Management
+$569.6K
21,811
-0%
减持
—
SS&C Technologies Holdings
+$506.1K
64,846
-1%
减持
ADBE
Adobe Inc
+$454.6K
5,431
-1%
增持
IVV
iShares Core S&P 500 Index ETF
+$449.9K
8,941
+0%
减持
LULU
Lululemon Athletica
+$440.6K
4,098
-4%
减持
IWF
iShares Russell 1000 Growth ET
+$419.3K
17,924
-5%
减持
—
Conoco Phillips
-$400.3K
48,801
-4%
清仓
RRX
Regal Rexnord Corp
-$392.0K
0
-100%
减持
ABT
Abbott Labs
-$349.5K
23,292
-23%
增持
MA
Mastercard Inc-Cl A
+$346.6K
10,575
+1%
增持
—
ASML Holding ADR
+$342.3K
1,779
+4%
减持
TMO
Thermo Fisher Scientific Inc
+$326.5K
14,289
-0%
减持
—
Schneider Electric
+$324.2K
51,746
-3%
减持
MELI
Mercadolibre
+$323.8K
1,225
-3%
减持
—
Aon PLC
-$323.1K
6,735
-4%
减持
SCHM
Schwab U S Mid Cap ETF
-$311.4K
6,161
-46%
减持
TSM
Taiwan Semiconductor Mfg
+$288.2K
18,951
-2%
减持
HD
Home Depot
+$283.4K
8,855
-4%
建仓
—
Innovator S&P 500 Power Buffer
+$281.1K
8,425
建仓
—
Innovator S&P 500 Power Buffer
+$281.1K
7,766
建仓
—
Innovator S&P 500 Power Buffer
+$280.7K
8,074
建仓
—
Innovator S&P 500 Power Buffer
+$280.0K
7,978
减持
DHR
Danaher Corp
-$267.2K
14,818
-1%
减持
SCHA
Schwab U S Small Cap ETF
-$260.2K
12,868
-39%
减持
—
United Health
+$252.8K
16,437
-1%
减持
ELV
Elevance Health Inc
+$248.0K
7,187
-0%
增持
—
Monster Beverage Corp
+$234.1K
49,343
+0%
减持
BHP
BHP Group
+$233.9K
28,602
-5%
建仓
—
Innovator S&P 500 Power Buffer
+$232.6K
6,440
建仓
—
Innovator S&P 500 Power Buffer
+$232.3K
6,746
减持
ACWX
iShares MSCI ACWI ex US ETF
+$221.8K
55,230
-0%
建仓
IT
Gartner Inc
+$221.5K
491
减持
SONY
Sony Group Corp SP ADR
-$218.4K
12,780
-26%
建仓
GOOGL
Alphabet Inc CL A
+$218.2K
1,562
减持
—
IntercontinentalExchange Group
+$217.9K
22,378
-7%
清仓
VUG
Vanguard Growth ETF
-$212.4K
0
-100%
减持
—
ICON PLC
+$212.4K
7,614
-3%
减持
WDS
Woodside Energy Group F Sponso
-$206.6K
48,191
-8%
减持
NVO
Novo-Nordisk Spons
+$204.8K
21,286
-3%
建仓
MPWR
Monolithic Power Sys
+$200.6K
318
减持
—
MYR Group
+$200.6K
32,719
-3%
减持
—
Accenture PLC-Cl A
+$198.9K
6,202
-4%
增持
—
Emcor Group Inc
+$160.6K
27,478
+0%
增持
ZURVY
Zurich Insurance Group-ADR
+$143.9K
21,402
+0%
减持
—
Linde PLC
+$139.2K
5,142
-3%
减持
HON
Honeywell Int'l Inc
+$132.9K
5,936
-1%
减持
NKE
Nike Inc Cl B
+$131.6K
10,807
-1%
减持
—
On Holding AG Class A
-$106.4K
76,895
-2%
减持
IWD
iShares Russell 1000 Value ETF
-$101.9K
3,081
-23%
减持
—
Wal-Mart De Mex Spons ADR
+$96.1K
29,131
-3%
减持
—
Diamondback Energy Inc
-$88.2K
26,627
-2%
增持
WMT
Wal-Mart Stores
+$81.2K
24,796
+4%
增持
IJR
iShares Core S&P SmallCap ETF
+$71.4K
4,596
+2%
减持
CNI
Canadian National Railway Co
+$71.3K
8,954
-8%
增持
IJH
iShares Core S&P Mid Cap ETF
+$66.9K
2,092
+2%
减持
—
Canadian Pacific Kansas City
+$61.0K
14,232
-0%
减持
—
Astrazeneca Plc
-$54.8K
17,377
-4%
减持
PEP
Pepsico Inc
-$48.8K
17,247
-2%
增持
—
Tesla Inc
+$38.2K
18,887
+2%
减持
—
iShares Core Intl Stock ETF
+$35.5K
8,820
-1%
减持
UOVEY
United Overseas Bank
-$33.3K
22,047
-7%
减持
VO
Vanguard Mid-Cap ETF
+$14.7K
3,420
-9%
减持
—
iShares Core MSCI EAFE ETF
+$13.2K
3,924
-4%
减持
SHEL
Shell PLC ADR
+$13.0K
32,391
-2%
增持
ODFL
Old Dominion Freight Line
-$2.1K
4,535
+1%
