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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 6
增持 9
减持 130
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$11.6M
383,900
-4%
增持
NVDA
NVIDIA CORPORATION
+$7.4M
69,493
+10%
减持
MSFT
MICROSOFT CORP
+$7.4M
180,422
-5%
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
-$5.3M
45,891
-33%
建仓
NFLX
NETFLIX INC
+$3.4M
5,641
增持
PFE
PFIZER INC
+$3.0M
107,747
+36%
减持
PYPL
PAYPAL HLDGS INC
-$2.8M
33,040
-5%
减持
CMCSA
COMCAST CORP NEW
-$2.8M
2,288
-96%
减持
MA
MASTERCARD INCORPORATED
-$2.5M
28,442
-22%
减持
COST
COSTCO WHSL CORP NEW
+$2.0M
20,511
-5%
减持
META
META PLATFORMS INC
-$1.4M
46,379
-8%
减持
QCOM
QUALCOMM INC
+$1.4M
28,227
-3%
减持
—
DRAFTKINGS INC
-$1.3M
57,353
-4%
增持
NTRA
NATERA INC
+$1.2M
24,079
+154%
减持
HD
HOME DEPOT INC
+$1.2M
16,642
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
17,848
-5%
减持
AMZN
AMAZON COM INC
-$975.0K
9,257
-4%
减持
DXCM
DEXCOM INC
-$929.0K
10,190
-13%
减持
EL
LAUDER ESTEE COS INC
+$801.0K
13,975
-4%
减持
AMAT
APPLIED MATLS INC
+$801.0K
34,698
-4%
减持
—
MEDTRONIC PLC
-$774.0K
26,817
-5%
减持
LLY
LILLY ELI & CO
+$768.0K
21,863
-4%
减持
PLD
PROLOGIS INC.
+$759.0K
21,129
-5%
增持
UNP
UNION PAC CORP
+$758.0K
4,300
+160%
减持
GOOGL
ALPHABET INC
+$707.0K
7,256
-5%
减持
DIS
DISNEY WALT CO
-$649.0K
28,598
-5%
减持
TJX
TJX COS INC NEW
+$644.0K
95,623
-5%
减持
DOCU
DOCUSIGN INC
-$634.0K
5,446
-4%
减持
GOOG
ALPHABET INC
+$610.0K
6,721
-5%
减持
—
AVALARA INC
-$601.0K
11,270
-4%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$594.0K
2,278
-4%
减持
SNAP
SNAP INC
-$574.0K
19,088
-4%
减持
BA
BOEING CO
-$556.0K
19,883
-4%
增持
S
SENTINELONE INC
+$544.0K
33,066
+57%
减持
FIVN
FIVE9 INC
-$538.0K
17,319
-5%
增持
UPS
UNITED PARCEL SERVICE INC
+$511.0K
8,277
+19%
减持
TWLO
TWILIO INC
-$506.0K
7,268
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$503.0K
7,237
-4%
减持
NSC
NORFOLK SOUTHN CORP
+$491.0K
10,986
-5%
减持
CVS
CVS HEALTH CORP
+$465.0K
34,122
-5%
减持
JPM
JPMORGAN CHASE & CO
-$456.0K
32,866
-5%
减持
PAYC
PAYCOM SOFTWARE INC
-$437.0K
4,403
-4%
减持
—
ROYAL CARIBBEAN GROUP
-$420.0K
26,181
-4%
减持
RSG
REPUBLIC SVCS INC
+$407.0K
32,751
-5%
减持
TDOC
TELADOC HEALTH INC
-$399.0K
9,834
-4%
减持
CRM
SALESFORCE COM INC
-$399.0K
13,947
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$398.0K
35,181
-4%
减持
SPGI
S&P GLOBAL INC
+$389.0K
15,767
-5%
减持
TW
TRADEWEB MKTS INC
+$360.0K
25,140
-6%
减持
EXAS
EXACT SCIENCES CORP
-$359.0K
16,287
-4%
清仓
—
REATA PHARMACEUTICALS INC
-$350.0K
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC
-$338.0K
4,948
-42%
减持
ITW
ILLINOIS TOOL WKS INC
+$333.0K
11,792
-5%
减持
CME
CME GROUP INC
+$329.0K
11,492
-5%
清仓
—
EVERBRIDGE INC
-$320.0K
0
-100%
清仓
—
CARDLYTICS INC
-$316.0K
0
-100%
减持
DPZ
DOMINOS PIZZA INC
+$307.0K
5,021
-5%
减持
HON
HONEYWELL INTL INC
-$290.0K
19,103
-5%
减持
GTLS
CHART INDS INC
-$271.0K
3,467
-20%
建仓
SPSC
SPS COMM INC
+$270.0K
1,895
减持
ROP
ROPER TECHNOLOGIES INC
+$261.0K
12,625
-5%
减持
TXN
TEXAS INSTRS INC
-$261.0K
18,644
-5%
减持
—
LHC GROUP INC
-$247.0K
2,100
-38%
减持
PPG
PPG INDS INC
+$241.0K
11,427
-5%
清仓
—
ALLAKOS INC
-$237.0K
0
-100%
减持
—
IHS MARKIT LTD
+$235.0K
21,126
-4%
减持
PHR
PHREESIA INC
-$231.0K
9,613
-6%
减持
ADSK
AUTODESK INC
-$229.0K
13,774
-4%
清仓
RPAY
REPAY HLDGS CORP
-$229.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$226.0K
15,238
-5%
减持
ALGN
ALIGN TECHNOLOGY INC
-$221.0K
3,674
-7%
减持
—
APOLLO GLOBAL MGMT INC
+$215.0K
29,894
-6%
减持
VMC
VULCAN MATLS CO
+$214.0K
7,050
-4%
减持
SICP
SILVERGATE CAP CORP
+$213.0K
7,388
-3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$195.0K
1,344
-4%
减持
PODD
INSULET CORP
-$193.0K
5,913
-5%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$186.0K
4,400
+86%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$185.0K
11,069
-38%
减持
AXP
AMERICAN EXPRESS CO
-$181.0K
16,703
-4%
减持
CHDN
CHURCHILL DOWNS INC
-$177.0K
1,950
-28%
减持
CI
CIGNA CORP NEW
+$174.0K
9,641
-5%
减持
—
NOVOCURE LTD
-$173.0K
3,560
-6%
减持
APD
AIR PRODS & CHEMS INC
+$170.0K
4,506
-4%
减持
HRI
HERC HLDGS INC
-$169.0K
3,646
-19%
建仓
ZWS
ZURN WATER SOLUTIONS CORP
+$165.0K
4,537
减持
WDAY
WORKDAY INC
+$165.0K
13,233
-4%
减持
AZTA
AZENTA INC
-$157.0K
3,544
-30%
减持
ARES
ARES MANAGEMENT CORPORATION
-$155.0K
5,022
-34%
减持
NMIH
NMI HLDGS INC
-$139.0K
6,141
-49%
减持
TGT
TARGET CORP
-$139.0K
14,897
-5%
减持
MGNI
MAGNITE INC
-$137.0K
11,104
-6%
减持
—
COUPA SOFTWARE INC
-$130.0K
1,732
-6%
增持
ISRG
INTUITIVE SURGICAL INC
+$128.0K
9,615
+187%
减持
KWR
QUAKER HOUGHTON
-$120.0K
635
-43%
减持
VRNS
VARONIS SYS INC
-$114.0K
7,154
-6%
减持
SSD
SIMPSON MFG INC
+$108.0K
4,264
-6%
减持
RH
RH
-$107.0K
621
-6%
减持
SAIA
SAIA INC
+$104.0K
2,690
-20%
减持
CL
COLGATE PALMOLIVE CO
+$102.0K
15,432
-4%
减持
OLED
UNIVERSAL DISPLAY CORP
-$101.0K
7,443
-4%
减持
—
COOPER COS INC
-$99.0K
5,702
-5%
减持
TYL
TYLER TECHNOLOGIES INC
+$95.0K
2,177
-7%
减持
GSHD
GOOSEHEAD INS INC
-$91.0K
2,858
-6%
建仓
POWI
POWER INTEGRATIONS INC
+$91.0K
985
减持
QSR
RESTAURANT BRANDS INTL INC
-$87.0K
22,837
-5%
减持
BBIO
BRIDGEBIO PHARMA INC
-$86.0K
2,581
-6%
减持
EMR
EMERSON ELEC CO
-$84.0K
16,674
-4%
减持
BKNG
BOOKING HOLDINGS INC
-$83.0K
1,130
-4%
建仓
LAND
GLADSTONE LD CORP
+$78.0K
2,300
减持
BCPC
BALCHEM CORP
+$78.0K
5,216
-6%
减持
AGYS
AGILYSYS INC
-$76.0K
6,790
-6%
建仓
HLIO
HELIOS TECHNOLOGIES INC
+$76.0K
725
减持
QTWO
Q2 HLDGS INC
-$75.0K
12,752
-6%
减持
—
BALLYS CORPORATION
-$74.0K
4,880
-6%
减持
FORM
FORMFACTOR INC
+$69.0K
11,597
-6%
减持
PLNT
PLANET FITNESS INC
-$67.0K
3,152
-30%
减持
COIN
COINBASE GLOBAL INC
+$67.0K
4,156
-4%
减持
RLI
RLI CORP
-$64.0K
2,856
-26%
减持
DE
DEERE & CO
-$64.0K
9,867
-4%
减持
ONTO
ONTO INNOVATION INC
+$61.0K
2,487
-6%
减持
INSP
INSPIRE MED SYS INC
-$59.0K
3,343
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$53.0K
12,919
-23%
减持
—
CARPARTS COM INC
-$52.0K
9,652
-6%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$51.0K
2,525
-6%
减持
CHE
CHEMED CORP NEW
+$51.0K
1,493
-6%
减持
FICO
FAIR ISAAC CORP
+$49.0K
2,718
-4%
减持
EDIT
EDITAS MEDICINE INC
-$49.0K
2,858
-6%
减持
NKTX
NKARTA INC
-$48.0K
3,423
-6%
减持
GS
GOLDMAN SACHS GROUP INC
-$47.0K
4,401
-4%
减持
FIVE
FIVE BELOW INC
+$47.0K
2,539
-6%
减持
LAD
LITHIA MTRS INC
-$45.0K
1,121
-6%
减持
RGNX
REGENXBIO INC
-$44.0K
3,732
-6%
减持
TENB
TENABLE HLDGS INC
+$43.0K
7,164
-6%
减持
WMT
WALMART INC
-$41.0K
28,638
-5%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$40.0K
3,362
-6%
减持
NOC
NORTHROP GRUMMAN CORP
+$40.0K
5,955
-5%
减持
DIN
DINE BRANDS GLOBAL INC
-$39.0K
3,794
-6%
减持
—
CARA THERAPEUTICS INC
-$38.0K
9,092
-6%
减持
CWST
CASELLA WASTE SYS INC
-$36.0K
9,413
-15%
减持
BAC
BK OF AMERICA CORP
-$36.0K
120,618
-5%
减持
TNDM
TANDEM DIABETES CARE INC
+$33.0K
6,011
-18%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$33.0K
4,028
-6%
减持
TXG
10X GENOMICS INC
-$33.0K
4,202
-7%
减持
GILD
GILEAD SCIENCES INC
-$30.0K
25,874
-5%
减持
—
PIONEER NAT RES CO
+$30.0K
5,491
-6%
减持
—
IAA INC
-$27.0K
3,592
-6%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$26.0K
2,518
+100%
减持
LVS
LAS VEGAS SANDS CORP
-$25.0K
42,180
-4%
减持
—
OUTSET MED INC
-$23.0K
3,597
-6%
减持
VICR
VICOR CORP
-$22.0K
1,407
-6%
