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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 105 项
建仓 10
增持 22
减持 62
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
ANET
Arista Networks Inc.
+$11.6M
104,724
清仓
—
Arista Networks Inc.
-$10.2M
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
-$7.8M
890
-93%
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。
减持
CAVA
Cava Group Inc.
-$7.5M
10,588
-85%
减持
—
Vertex Pharmaceuticals Inc
-$6.7M
1,128
-93%
建仓
KR
Kroger Co
+$5.9M
95,999
清仓
—
Medpace Holdings Inc
-$5.8M
0
-100%
建仓
PCAR
Paccar Inc
+$5.7M
54,472
增持
AMZN
Amazon.com Inc
+$5.2M
117,631
+7%
减持
—
Broadcom LTD
+$5.2M
90,916
-1%
建仓
—
Evercore Inc - A
+$5.0M
18,083
减持
ELV
Elevance Health Inc
-$4.4M
10,441
-34%
清仓
AMAT
Applied Materials Inc
-$4.1M
0
-100%
减持
—
Nvidia Corp
+$4.0M
340,171
-1%
建仓
URI
United Rentals Inc.
+$4.0M
5,653
增持
—
Crowdstrike Holdings Inc.
+$3.6M
20,993
+65%
清仓
—
Diamondback Energy Inc
-$3.0M
0
-100%
增持
—
JP Morgan Chase
+$2.8M
66,123
+7%
清仓
—
ASML Holding ADR
-$2.8M
0
-100%
清仓
KLAC
KLA Corporation
-$2.8M
0
-100%
建仓
—
elf Beauty Inc.
+$2.7M
21,146
减持
GOOG
Alphabet Inc CL C
+$2.6M
138,351
-3%
减持
DHR
Danaher Corp
-$2.3M
23,031
-16%
建仓
SOUN
SoundHound AI Inc.
+$2.3M
117,409
增持
—
ServiceNow Inc.
+$2.1M
12,324
+1%
减持
MU
Micron Technology Inc
-$1.8M
48,967
-14%
减持
MSFT
Microsoft Corp
-$1.8M
83,192
-3%
减持
AAPL
Apple Inc
+$1.8M
164,387
-3%
减持
—
Zoetis Inc.
-$1.6M
35,476
-6%
增持
—
ICICI Bank Ltd - Spon Adr
+$1.6M
89,555
+142%
减持
LLY
Eli Lilly & Co
-$1.6M
11,637
-2%
减持
AMD
Advanced Micro Devices
-$1.5M
25,214
-9%
减持
—
Meritage Homes Corp
-$1.4M
18,091
-12%
减持
OXY
Occidental Petro
-$1.4M
83,232
-22%
减持
—
Celestica Inc.
+$1.3M
40,631
-14%
减持
—
Canadian Pacific Kansas City
-$1.2M
26,626
-26%
减持
—
Visa Inc
+$1.1M
28,548
-0%
减持
LULU
Lululemon Athletica
+$1.1M
10,303
-1%
减持
—
Conoco Phillips
-$1.1M
50,032
-13%
减持
PEP
Pepsico Inc
-$1.1M
29,771
-10%
增持
BRK/B
Berkshire Hathaway
+$916.4K
32,699
+8%
减持
TGT
Target Corp
-$877.4K
31,445
-4%
增持
MELI
Mercadolibre
+$759.1K
2,020
+55%
减持
TSM
Taiwan Semiconductor Mfg
+$732.1K
34,454
-1%
减持
—
ICON PLC
-$725.0K
7,658
-6%
减持
—
Vistra Corp
+$620.3K
47,784
-5%
减持
WMT
Wal-Mart Stores
+$616.0K
80,499
-2%
增持
MA
Mastercard Inc-Cl A
+$599.8K
16,494
+1%
减持
CPRT
Copart Inc.
+$595.5K
126,709
-1%
减持
SHEL
Shell PLC ADR
-$595.1K
41,252
-14%
增持
—
Globe Life Inc.
+$537.3K
88,666
+0%
增持
—
Emcor Group Inc
+$457.3K
18,700
+0%
增持
—
Trex Company Inc.
+$443.4K
69,164
+6%
减持
MLM
Martin Marietta
-$420.5K
11,883
-2%
增持
—
Meta Platforms Inc.
+$414.3K
28,413
+0%
减持
MTD
Mettler-Toledo Int'l
-$404.1K
312
-40%
减持
—
Linde PLC
-$355.6K
5,480
-1%
减持
—
On Holding AG Class A
+$350.2K
87,252
-1%
减持
HD
Home Depot
-$332.1K
16,537
-1%
减持
—
IntercontinentalExchange Group
-$325.2K
21,412
-2%
增持
CMG
Chipotle Mexican Grill Inc
+$316.5K
102,499
+1%
建仓
—
Netflix
+$313.7K
352
增持
ARM
Arm Holdings PLC ADR
-$311.6K
15,976
+0%
减持
—
Cinemark Holdings Inc
+$306.5K
165,753
-4%
建仓
—
Innovator S&P 500 Power Buffer
+$304.7K
7,700
清仓
—
Innovator S&P 500 Power Buffer
-$301.9K
0
-100%
建仓
—
Innovator S&P 500 Power Buffer
+$299.2K
7,900
减持
—
SS&C Technologies Holdings
-$285.2K
63,445
-8%
减持
—
Waste Management
-$280.1K
22,378
-3%
减持
—
iShares Core MSCI EAFE ETF
-$263.8K
9,949
-19%
增持
IUSG
iShares Core S&P U.S. Growth E
+$254.7K
7,782
+24%
减持
—
Mid-America Apt Comm
-$253.3K
29,657
-3%
减持
ADBE
Adobe Inc
-$237.7K
1,686
-12%
清仓
MPWR
Monolithic Power Sys
-$231.1K
0
-100%
减持
EADSY
Airbus SE - Unsp ADR
+$226.7K
81,497
-1%
清仓
—
Idexx Laboratories
-$224.8K
0
-100%
清仓
ULTA
Ulta Beauty Inc
-$217.9K
0
-100%
减持
—
Schneider Electric
-$200.3K
55,103
-1%
清仓
—
Banc of California Inc
-$160.0K
0
-100%
减持
IVV
iShares Core S&P 500 Index ETF
-$157.7K
7,814
-5%
减持
VO
Vanguard Mid-Cap ETF
-$151.5K
3,420
-14%
减持
—
UBS AG-Reg
-$143.9K
106,196
-2%
减持
INTU
Intuit Inc
-$137.1K
5,652
-5%
减持
COST
Costco Wholesale
+$112.7K
7,512
-2%
减持
—
CRH Public Limited
-$110.9K
32,618
-3%
减持
—
O'Reilly Automotive
+$100.0K
6,258
-2%
增持
SCHX
Schwab U S Large Cap ETF
-$88.4K
86,689
+180%
减持
—
S & P Global Inc.
-$84.5K
434
-25%
减持
IUSV
iShares Core S&P U.S. Value ET
-$77.6K
2,294
-24%
减持
ZURVY
Zurich Insurance Group-ADR
-$66.5K
97,349
-1%
减持
HON
Honeywell Int'l Inc
-$63.9K
1,214
-26%
减持
—
SPDR MSCI ACWI ETF
-$56.8K
9,796
-10%
减持
—
Aon PLC
+$46.9K
6,742
-2%
减持
ROST
Ross Stores Inc
-$42.6K
55,055
-1%
减持
—
Raytheon Tech Corp
-$40.3K
3,084
-6%
增持
—
iShares Core Intl Stock ETF
-$36.7K
8,175
+3%
减持
GOOGL
Alphabet Inc CL A
+$28.0K
2,609
-7%
增持
SCHM
Schwab U S Mid Cap ETF
-$21.9K
15,090
+185%
增持
UTHR
United Therapeutics Corp
-$18.3K
15,673
+1%
增持
SCHA
Schwab U S Small Cap ETF
-$14.5K
20,838
+94%
减持
APH
Amphenol Corp CL A
-$14.0K
50,384
-7%
减持
—
Zscaler Inc.
-$12.6K
19,627
-6%
增持
IJH
iShares Core S&P Mid Cap ETF
+$11.2K
10,372
+2%
减持
CVX
Chevron Corp.
-$6.6K
1,500
-1%
增持
IJR
iShares Core S&P SmallCap ETF
+$5.0K
4,327
+3%
