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Silvant Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Silvant Capital Management LLC
报告期 2026-03-31 · CIK 0001738728
持仓数
315
前50大市值合计
$2.50B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 135 项
建仓 10
增持 9
减持 104
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$6.8M
9,693
-14%
减持
AAPL
APPLE INC
-$6.0M
400,043
-12%
减持
MSFT
MICROSOFT CORP
-$5.8M
189,120
-13%
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
V
VISA INC
-$3.4M
68,546
-14%
减持
EQIX
EQUINIX INC
-$3.2M
60
-98%
减持
META
FACEBOOK INC
-$3.2M
50,211
-14%
减持
MA
MASTERCARD INCORPORATED
-$2.5M
36,495
-12%
减持
PYPL
PAYPAL HLDGS INC
-$2.5M
34,762
-12%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$2.2M
0
-100%
减持
DIS
DISNEY WALT CO
-$2.0M
30,015
-26%
增持
NVDA
NVIDIA CORPORATION
-$1.7M
62,901
+241%
减持
TJX
TJX COS INC NEW
-$1.5M
100,265
-17%
减持
GOOG
ALPHABET INC
-$1.5M
7,068
-13%
减持
AMAT
APPLIED MATLS INC
-$1.5M
36,196
-16%
增持
TSLA
TESLA INC
+$1.4M
3,968
+62%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
16,737
-16%
减持
BA
BOEING CO
-$1.3M
20,727
-15%
减持
TWLO
TWILIO INC
-$1.2M
7,583
-17%
减持
LVS
LAS VEGAS SANDS CORP
-$1.2M
44,061
-16%
减持
EL
LAUDER ESTEE COS INC
-$1.1M
14,581
-16%
建仓
S
SENTINELONE INC
+$1.1M
21,028
增持
SPGI
S&P GLOBAL INC
+$1.1M
16,598
+15%
减持
GOOGL
ALPHABET INC
-$1.1M
7,598
-13%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.1M
13,333
-10%
增持
—
DRAFTKINGS INC
+$1.0M
59,538
+69%
减持
LLY
LILLY ELI & CO
-$928.0K
22,811
-16%
减持
EXAS
EXACT SCIENCES CORP
-$917.0K
17,052
-17%
减持
ADSK
AUTODESK INC
-$908.0K
14,387
-16%
减持
DE
DEERE & CO
-$884.0K
10,290
-16%
减持
QCOM
QUALCOMM INC
-$876.0K
29,244
-10%
减持
WMT
WALMART INC
-$866.0K
30,136
-16%
减持
T
AT&T INC
-$801.0K
11,099
-71%
减持
FIVN
FIVE9 INC
-$764.0K
18,253
-9%
减持
TDOC
TELADOC HEALTH INC
-$744.0K
10,268
-17%
减持
OLED
UNIVERSAL DISPLAY CORP
-$740.0K
7,771
-17%
减持
DXCM
DEXCOM INC
+$740.0K
11,706
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$738.0K
39,436
-15%
增持
UPS
UNITED PARCEL SERVICE INC
+$723.0K
6,936
+167%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$666.0K
2,375
-16%
减持
HON
HONEYWELL INTL INC
-$636.0K
20,127
-10%
减持
CI
CIGNA CORP NEW
-$616.0K
10,191
-9%
减持
CMCSA
COMCAST CORP NEW
-$612.0K
51,417
-16%
减持
—
MEDTRONIC PLC
-$595.0K
28,294
-15%
减持
NSC
NORFOLK SOUTHN CORP
-$592.0K
11,618
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$572.0K
6,640
+177%
减持
FICO
FAIR ISAAC CORP
-$564.0K
2,838
-16%
减持
TGT
TARGET CORP
-$560.0K
15,679
-9%
清仓
—
CMC MATERIALS INC
-$535.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$526.0K
7,540
-17%
减持
PPG
PPG INDS INC
-$513.0K
12,091
-8%
减持
CME
CME GROUP INC
-$512.0K
12,070
-10%
减持
AXP
AMERICAN EXPRESS CO
-$497.0K
17,396
-16%
减持
WDAY
WORKDAY INC
-$491.0K
13,808
-16%
减持
—
CARDLYTICS INC
-$470.0K
3,765
-39%
减持
ITW
ILLINOIS TOOL WKS INC
-$470.0K
12,471
-8%
减持
DOCU
DOCUSIGN INC
-$438.0K
5,685
-16%
减持
APD
AIR PRODS & CHEMS INC
-$396.0K
4,689
-15%
减持
—
IHS MARKIT LTD
-$395.0K
22,058
-16%
减持
MGNI
MAGNITE INC
-$386.0K
11,818
-44%
减持
EW
EDWARDS LIFESCIENCES CORP
-$361.0K
36,748
-16%
减持
—
ROYAL CARIBBEAN GROUP
-$348.0K
27,349
-16%
减持
EMR
EMERSON ELEC CO
-$343.0K
17,353
-16%
减持
ISRG
INTUITIVE SURGICAL INC
-$333.0K
3,347
-16%
减持
CL
COLGATE PALMOLIVE CO
-$325.0K
16,083
-15%
减持
GS
GOLDMAN SACHS GROUP INC
-$323.0K
4,580
-15%
减持
TXN
TEXAS INSTRS INC
-$319.0K
19,638
-8%
清仓
SAM
BOSTON BEER INC
-$315.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$311.0K
4,313
-15%
减持
MRK
MERCK & CO INC
-$309.0K
31,545
-8%
减持
BAC
BK OF AMERICA CORP
-$307.0K
127,278
-8%
减持
TW
TRADEWEB MKTS INC
-$300.0K
26,712
-8%
减持
AZTA
BROOKS AUTOMATION INC NEW
-$300.0K
5,099
-41%
建仓
RRX
REGAL BELOIT CORP
+$294.0K
1,953
减持
PSX
PHILLIPS 66
-$292.0K
12,378
-8%
减持
HD
HOME DEPOT INC
-$289.0K
17,496
-8%
减持
BKNG
BOOKING HOLDINGS INC
-$282.0K
1,177
-16%
清仓
EHC
ENCOMPASS HEALTH CORP
-$282.0K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
+$276.0K
4,569
-17%
减持
TXG
10X GENOMICS INC
-$276.0K
4,529
-5%
清仓
—
TOWER SEMICONDUCTOR LTD
-$270.0K
0
-100%
清仓
PRLB
PROTO LABS INC
-$265.0K
0
-100%
减持
PODD
INSULET CORP
-$262.0K
6,212
-16%
减持
VMC
VULCAN MATLS CO
-$258.0K
7,380
-15%
清仓
—
ESSENT GROUP LTD
-$256.0K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$247.0K
6,290
-9%
减持
QSR
RESTAURANT BRANDS INTL INC
-$246.0K
24,064
-10%
减持
CVS
CVS HEALTH CORP
-$240.0K
35,999
-9%
建仓
TKR
TIMKEN CO
+$238.0K
3,640
建仓
—
WIDEOPENWEST INC
+$236.0K
12,008
减持
CRM
SALESFORCE COM INC
-$232.0K
14,539
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$223.0K
18,855
-10%
建仓
—
KNOWBE4 INC
+$222.0K
10,121
减持
—
AVALARA INC
-$222.0K
11,764
-16%
减持
—
COUPA SOFTWARE INC
-$213.0K
1,843
-22%
清仓
—
AMEDISYS INC
-$212.0K
0
-100%
减持
—
APOLLO GLOBAL MGMT INC
-$207.0K
31,655
-9%
减持
DPZ
DOMINOS PIZZA INC
-$196.0K
5,299
-9%
建仓
ONTO
ONTO INNOVATION INC
+$191.0K
2,646
增持
BL
BLACKLINE INC
+$184.0K
2,820
+110%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$181.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$178.0K
21,502
-14%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$171.0K
2,208
减持
JPM
JPMORGAN CHASE & CO
-$167.0K
34,580
-8%
减持
MCD
MCDONALDS CORP
-$160.0K
16,001
-8%
减持
ROST
ROSS STORES INC
-$160.0K
3,621
-19%
清仓
BE
BLOOM ENERGY CORP
-$159.0K
0
-100%
建仓
KLIC
KULICKE & SOFFA INDS INC
+$155.0K
2,657
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$153.0K
2,360
减持
SNAP
SNAP INC
-$152.0K
19,927
-16%
减持
KKR
KKR & CO INC
-$146.0K
11,766
-19%
减持
—
COOPER COS INC
-$145.0K
6,017
-9%
减持
GILD
GILEAD SCIENCES INC
-$144.0K
27,334
-8%
减持
ABT
ABBOTT LABS
-$142.0K
7,453
-15%
减持
SICP
SILVERGATE CAP CORP
-$140.0K
7,629
-15%
增持
DIN
DINE BRANDS GLOBAL INC
+$133.0K
4,037
+84%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$122.0K
4,193
-18%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$118.0K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$117.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$113.0K
22,311
-8%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$111.0K
17,993
-21%
建仓
GE
GENERAL ELECTRIC CO
+$111.0K
1,081
减持
—
EVERBRIDGE INC
-$107.0K
2,118
-33%
增持
CUBI
CUSTOMERS BANCORP INC
+$106.0K
6,031
+53%
减持
OGN
ORGANON & CO
-$90.0K
441
-87%
减持
ALGN
ALIGN TECHNOLOGY INC
+$85.0K
3,960
-5%
减持
KWR
QUAKER CHEM CORP
-$70.0K
1,123
-21%
减持
TFC
TRUIST FINL CORP
-$66.0K
35,870
-8%
减持
—
PIONEER NAT RES CO
-$66.0K
5,818
-9%
减持
—
CHUBB LIMITED
-$53.0K
5,628
-13%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$52.0K
1,400
-16%
减持
TYL
TYLER TECHNOLOGIES INC
-$42.0K
2,346
-5%
减持
RSG
REPUBLIC SVCS INC
-$24.0K
34,657
-9%
减持
PFE
PFIZER INC
+$19.0K
79,357
-8%
减持
GSHD
GOOSEHEAD INS INC
-$18.0K
3,041
-19%
减持
INSP
INSPIRE MED SYS INC
-$8.0K
3,557
-18%