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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 13
增持 23
减持 58
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc CL C
+$6.1M
98,769
-3%
清仓
—
Tempus AI Inc.
-$5.7M
0
-100%
建仓
—
Celsius Holdings Inc.
+$5.5M
120,850
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
LLY
Eli Lilly & Co
+$5.5M
9,983
+46%
减持
—
Nvidia Corp
-$5.1M
263,218
-9%
建仓
HOOD
Robinhood Markets Inc
+$5.0M
44,007
清仓
CORT
Corcept Therapeutics Inc.
-$4.6M
0
-100%
清仓
—
Duolingo Inc. A
-$4.6M
0
-100%
建仓
ELV
Elevance Health Inc
+$4.5M
12,916
增持
—
Netflix
-$4.4M
28,753
+388%
减持
MSFT
Microsoft Corp
-$4.0M
71,917
-4%
清仓
VEEV
Veeva Systems Inc.
-$3.7M
0
-100%
清仓
—
ServiceNow Inc.
-$3.7M
0
-100%
清仓
—
Loar Holdings Inc.
-$3.7M
0
-100%
建仓
—
Medpace Holdings Inc
+$3.4M
6,024
减持
—
Crowdstrike Holdings Inc.
-$3.3M
11,137
-36%
建仓
EAT
Brinker Intl
+$3.0M
21,015
建仓
—
Intuitive Surgical Inc
+$2.9M
5,106
建仓
—
The Ensign Group Inc
+$2.9M
16,492
建仓
—
Exxon Mobil Corp
+$2.8M
22,874
清仓
BRO
Brown & Brown Inc
-$2.6M
0
-100%
清仓
OXY
Occidental Petro
-$2.4M
0
-100%
建仓
ADUS
Addus HomeCare Corporation
+$2.3M
21,319
减持
—
Meta Platforms Inc.
-$2.3M
25,987
-2%
减持
MLM
Martin Marietta
-$2.2M
7,167
-33%
清仓
—
Aon PLC
-$2.1M
0
-100%
清仓
—
Cinemark Holdings Inc
-$2.1M
0
-100%
减持
—
Constellation Energy Corp
-$1.9M
11,580
-36%
减持
—
Super Micro Computer Inc.
-$1.9M
61,812
-19%
减持
—
Vertiv Holdings Co A
-$1.7M
31,050
-31%
减持
—
Oracle Corp
-$1.6M
16,181
-5%
清仓
—
ICON PLC
-$1.6M
0
-100%
减持
—
Zscaler Inc.
-$1.6M
17,296
-6%
建仓
LVMUY
LVMH Moey Hennessy-Unsp ADR
+$1.6M
10,365
减持
ADP
Automatic Data Processing
-$1.5M
1,830
-73%
增持
WMT
Wal-Mart Stores
+$1.5M
100,413
+7%
增持
BRK/B
Berkshire Hathaway
+$1.5M
25,633
+13%
增持
AMD
Advanced Micro Devices
+$1.5M
27,244
+1%
建仓
—
Nebius Group NV
+$1.5M
17,547
增持
KR
Kroger Co
+$1.5M
72,272
+60%
增持
—
Credo Technology Group Holding
+$1.4M
17,385
+126%
减持
—
O'Reilly Automotive
-$1.2M
62,541
-2%
减持
—
Sea Ltd ADR
-$1.2M
22,795
-0%
增持
—
Amer Sports Inc
+$1.1M
86,320
+43%
减持
ANET
Arista Networks Inc.
-$1.1M
48,918
-5%
减持
—
Vistra Corp
-$1.1M
25,280
-4%
减持
—
Dell Technologies Inc.
-$1.0M
44,794
-5%
减持
—
Celestica Inc.
+$996.5K
20,467
-0%
增持
HD
Home Depot
-$949.1K
15,848
+0%
增持
—
Goldman Sachs Group, Inc.
+$935.5K
11,040
+0%
减持
COST
Costco Wholesale
-$927.5K
6,231
-8%
减持
—
D.R. Horton Inc.
-$866.2K
31,591
-1%
减持
—
Emcor Group Inc
-$828.1K
9,530
-7%
清仓
SYK
Stryker Corporation
-$739.3K
0
-100%
清仓
PEP
Pepsico Inc
-$702.2K
0
-100%
增持
APH
Amphenol Corp CL A
+$675.1K
46,140
+3%
减持
JNJ
Johnson & Johnson
-$670.9K
1,033
-78%
增持
URI
United Rentals Inc.
-$630.5K
4,647
+1%
减持
—
HCA Healthcare Inc.
+$545.3K
16,262
-2%
减持
PG
Procter & Gamble Co
-$514.1K
1,950
-62%
减持
TSM
Taiwan Semiconductor Mfg
+$500.1K
28,810
-3%
减持
—
Uber Technologies Inc.
-$428.9K
25,998
-0%
减持
—
UBS AG-Reg
+$410.5K
95,518
-2%
增持
MELI
Mercadolibre
-$395.5K
1,262
+0%
减持
CVX
Chevron Corp.
-$380.1K
2,579
-48%
减持
—
Visa Inc
-$370.9K
28,920
-6%
减持
WMB
Williams Cos Inc
-$366.0K
45,943
-7%
减持
—
Conoco Phillips
-$363.6K
45,913
-7%
减持
—
Linde PLC
-$349.1K
4,730
-5%
减持
IBM
Intl Business Machines Corp
+$299.9K
22,406
-0%
建仓
—
Innovator S&P 500 Power Buffer
+$285.5K
6,500
清仓
KO
Coca Cola
-$265.3K
0
-100%
清仓
—
Eaton Corp PLC
-$252.6K
0
-100%
减持
AAPL
Apple Inc
-$252.3K
112,922
-7%
减持
—
GE Vernova Inc
+$248.3K
6,850
-0%
增持
—
AppLovin Corporation
-$247.0K
5,956
+0%
减持
AMZN
Amazon.com Inc
+$244.4K
85,120
-4%
清仓
CPRT
Copart Inc.
-$238.6K
0
-100%
减持
—
JP Morgan Chase
+$233.8K
60,303
-1%
清仓
PAYX
Paychex Inc
-$221.8K
0
-100%
清仓
BR
Broadridge Financial Solutions
-$221.0K
0
-100%
清仓
—
Medtronic PLC
-$219.4K
0
-100%
减持
ZURVY
Zurich Insurance Group-ADR
+$217.3K
98,383
-0%
清仓
TMUS
T-Mobile US Inc
-$213.0K
0
-100%
清仓
HON
Honeywell Int'l Inc
-$212.0K
0
-100%
清仓
ABT
Abbott Labs
-$209.5K
0
-100%
建仓
—
Novartis AG ADR
+$206.5K
1,498
减持
—
Embraer SA ADR
+$205.3K
53,327
-0%
减持
TOL
Toll Brothers Inc
-$163.2K
31,373
-2%
增持
—
Palantir Technologies Inc-A
-$162.6K
45,290
+1%
增持
—
Cisco Systems Inc
+$155.0K
7,382
+22%
增持
TMO
Thermo Fisher Scientific Inc
+$143.9K
1,000
+11%
减持
—
Waste Management
-$140.9K
19,323
-3%
增持
IVV
iShares Core S&P 500 Index ETF
+$136.9K
7,941
+0%
减持
—
SS&C Technologies Holdings
-$133.2K
55,659
-1%
减持
—
Broadcom LTD
+$115.3K
66,799
-4%
减持
GOOGL
Alphabet Inc CL A
+$99.1K
2,530
-11%
减持
IUSG
iShares Core S&P U.S. Growth E
-$89.9K
5,078
-11%
减持
MPWR
Monolithic Power Sys
-$81.1K
5,547
-0%
减持
—
Schneider Electric
-$66.9K
50,505
-0%
减持
ADBE
Adobe Inc
-$55.2K
829
-15%
减持
SHEL
Shell PLC ADR
+$49.9K
38,433
-1%
增持
IUSV
iShares Core S&P U.S. Value ET
+$47.7K
5,828
+6%
增持
MA
Mastercard Inc-Cl A
+$43.9K
15,176
+0%
减持
—
CRH Public Limited
+$42.9K
30,114
-3%
增持
—
iShares Core Intl Stock ETF
+$27.8K
7,865
+2%
减持
—
Nextera Energy Inc
+$20.6K
4,400
-0%
减持
IJR
iShares Core S&P SmallCap ETF
-$14.6K
3,201
-5%
增持
VV
Vanguard Large-Cap ETF
+$13.9K
1,604
+1%
减持
SCHX
Schwab U S Large Cap ETF
-$12.9K
90,851
-3%
减持
—
SPDR MSCI ACWI ETF
-$12.8K
10,276
-6%
减持
UOVEY
United Overseas Bank
+$12.6K
43,004
-1%
减持
SCHA
Schwab U S Small Cap ETF
-$8.9K
7,925
-6%
减持
IJH
iShares Core S&P Mid Cap ETF
-$8.4K
8,254
-3%
减持
SCHM
Schwab U S Mid Cap ETF
-$7.7K
12,431
-3%
增持
EADSY
Airbus SE - Unsp ADR
-$5.3K
46,239
+0%
