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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 53
增持 37
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$114.2M
1,196,254
+220%
增持
MSFT
MICROSOFT CORP
+$107.0M
652,651
+273%
增持
AMZN
AMAZON COM INC
+$93.9M
1,002,057
+451%
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
TSLA
TESLA INC
+$42.1M
168,439
+4348%
增持
GOOGL
ALPHABET INC
+$40.9M
589,491
+8197%
增持
GOOG
ALPHABET INC
+$40.9M
574,886
+8632%
增持
UNH
UNITEDHEALTH GROUP INC
+$40.7M
93,627
+633%
增持
LLY
LILLY ELI & CO
+$40.2M
146,003
+575%
增持
V
VISA INC
+$38.7M
268,229
+491%
增持
EL
LAUDER ESTEE COS INC
+$32.3M
166,131
+1101%
增持
NVDA
NVIDIA CORPORATION
+$31.0M
341,475
+397%
增持
EW
EDWARDS LIFESCIENCES CORP
+$24.4M
335,783
+865%
增持
DXCM
DEXCOM INC
+$19.9M
284,036
+614%
增持
ADSK
AUTODESK INC
+$16.4M
100,473
+637%
增持
CRM
SALESFORCE INC
+$15.3M
122,025
+782%
增持
HON
HONEYWELL INTL INC
+$14.9M
108,569
+487%
增持
FICO
FAIR ISAAC CORP
+$14.8M
38,579
+1334%
增持
VMC
VULCAN MATLS CO
+$14.6M
98,590
+1314%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.8M
78,426
+724%
增持
BA
BOEING CO
+$12.5M
125,820
+539%
增持
AMAT
APPLIED MATLS INC
+$10.3M
170,404
+318%
建仓
ENPH
ENPHASE ENERGY INC
+$10.0M
36,190
增持
LVS
LAS VEGAS SANDS CORP
+$9.1M
280,178
+572%
增持
WDAY
WORKDAY INC
+$8.9M
70,361
+437%
增持
—
ROYAL CARIBBEAN GROUP
+$8.9M
257,431
+894%
增持
WM
WASTE MGMT INC DEL
+$8.5M
53,821
+5055%
建仓
PANW
PALO ALTO NETWORKS INC
+$8.4M
51,445
建仓
PWR
QUANTA SVCS INC
+$8.3M
65,339
建仓
COR
AMERISOURCEBERGEN CORP
+$8.2M
60,513
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.0M
50,646
建仓
EPAM
EPAM SYS INC
+$7.9M
21,851
增持
ORLY
OREILLY AUTOMOTIVE INC
+$7.8M
17,494
+144%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$7.5M
43,953
建仓
TSCO
TRACTOR SUPPLY CO
+$6.9M
37,222
建仓
HXL
HEXCEL CORP NEW
+$6.9M
133,074
建仓
WAB
WABTEC
+$6.8M
83,072
建仓
ZS
ZSCALER INC
+$6.5M
39,373
建仓
TTD
THE TRADE DESK INC
+$6.4M
106,893
建仓
DDOG
DATADOG INC
+$6.2M
70,071
建仓
MPWR
MONOLITHIC PWR SYS INC
+$5.8M
15,793
增持
PSA
PUBLIC STORAGE
+$5.4M
18,879
+4460%
建仓
—
TE CONNECTIVITY LTD
+$5.4M
48,905
建仓
TRNO
TERRENO RLTY CORP
+$5.3M
99,479
建仓
IDXX
IDEXX LABS INC
+$5.1M
15,690
建仓
LDOS
LEIDOS HOLDINGS INC
+$5.0M
57,234
增持
PAYC
PAYCOM SOFTWARE INC
+$5.0M
18,806
+332%
建仓
EXPE
EXPEDIA GROUP INC
+$4.9M
51,999
建仓
—
FERGUSON PLC NEW
+$4.7M
45,464
建仓
POOL
POOL CORP
+$4.6M
14,430
建仓
—
ATLASSIAN CORP PLC
+$4.5M
21,451
建仓
AME
AMETEK INC
+$4.4M
39,037
建仓
HUBS
HUBSPOT INC
+$4.3M
16,094
增持
ADI
ANALOG DEVICES INC
+$4.3M
33,006
+1790%
建仓
THC
TENET HEALTHCARE CORP
+$4.3M
83,774
增持
WING
WINGSTOP INC
+$4.2M
35,641
+915%
增持
VLO
VALERO ENERGY CORP
+$4.0M
38,304
+6608%
建仓
ENTG
ENTEGRIS INC
+$4.0M
48,330
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$4.0M
95,065
建仓
CNC
CENTENE CORP DEL
+$3.8M
49,389
增持
—
COOPER COS INC
+$3.8M
20,920
+282%
建仓
—
LAM RESEARCH CORP
+$3.7M
10,048
建仓
URI
UNITED RENTALS INC
+$3.6M
13,456
增持
VRNS
VARONIS SYS INC
+$3.6M
143,167
+1901%
建仓
ETSY
ETSY INC
+$3.3M
32,751
建仓
GNRC
GENERAC HLDGS INC
+$3.2M
17,925
建仓
LULU
LULULEMON ATHLETICA INC
+$3.1M
11,226
增持
PODD
INSULET CORP
+$3.1M
17,152
+350%
增持
FIVE
FIVE BELOW INC
+$3.0M
23,185
+1720%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$3.0M
78,315
建仓
DHI
D R HORTON INC
+$2.8M
42,133
建仓
ULTA
ULTA BEAUTY INC
+$2.8M
7,041
建仓
FANG
DIAMONDBACK ENERGY INC
+$2.8M
23,320
建仓
—
CATALENT INC
+$2.7M
37,923
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.7M
63,669
减持
META
META PLATFORMS INC
-$2.6M
27,505
-30%
建仓
CF
CF INDS HLDGS INC
+$2.6M
26,768
建仓
—
ON HLDG AG
+$2.1M
132,857
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$2.0M
10,139
建仓
NVST
ENVISTA HOLDINGS CORPORATION
+$1.8M
53,969
建仓
DG
DOLLAR GEN CORP NEW
+$1.2M
5,035
建仓
HCA
HCA HEALTHCARE INC
+$1.2M
6,554
减持
QCOM
QUALCOMM INC
-$1.2M
21,000
-25%
建仓
—
SEAGEN INC
+$1.1M
8,247
减持
PFE
PFIZER INC
-$939.0K
102,886
-1%
减持
MA
MASTERCARD INCORPORATED
-$877.0K
26,477
-1%
减持
TW
TRADEWEB MKTS INC
-$683.0K
13,363
-37%
减持
SPGI
S&P GLOBAL INC
-$672.0K
19,726
-1%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$666.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$664.0K
16,257
-1%
减持
HD
HOME DEPOT INC
-$595.0K
13,803
-14%
增持
UNP
UNION PAC CORP
+$592.0K
7,369
+86%
减持
TJX
TJX COS INC NEW
+$551.0K
92,853
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$429.0K
11,183
-1%
减持
QSR
RESTAURANT BRANDS INTL INC
-$414.0K
12,993
-41%
减持
DPZ
DOMINOS PIZZA INC
-$397.0K
4,777
-1%
减持
PLD
PROLOGIS INC.
-$345.0K
20,119
-1%
减持
JPM
JPMORGAN CHASE & CO
-$286.0K
31,411
-1%
减持
CME
CME GROUP INC
-$282.0K
9,682
-1%
减持
MCD
MCDONALDS CORP
-$265.0K
14,578
-1%
减持
FIVN
FIVE9 INC
-$262.0K
16,015
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$256.0K
37,405
-0%
减持
TGT
TARGET CORP
-$253.0K
11,936
-17%
减持
—
MEDTRONIC PLC
-$252.0K
25,560
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$249.0K
1,323
-1%
清仓
ROST
ROSS STORES INC
-$248.0K
0
-100%
减持
—
AVALARA INC
+$231.0K
11,098
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$207.0K
10,448
-1%
减持
DKNG
DRAFTKINGS INC NEW
+$192.0K
56,426
-0%
减持
WMT
WALMART INC
+$188.0K
26,753
-1%
清仓
QTWO
Q2 HLDGS INC
-$183.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$177.0K
7,950
-1%
减持
MRK
MERCK & CO INC
-$175.0K
30,219
-1%
减持
DE
DEERE & CO
+$166.0K
4,970
-0%
减持
COST
COSTCO WHSL CORP NEW
-$165.0K
16,676
-1%
减持
NTRA
NATERA INC
+$163.0K
19,795
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$159.0K
2,241
-0%
减持
SICP
SILVERGATE CAP CORP
+$157.0K
7,254
-1%
减持
CL
COLGATE PALMOLIVE CO
-$154.0K
15,214
-0%
减持
TENB
TENABLE HLDGS INC
-$151.0K
4,990
-30%
减持
TFC
TRUIST FINL CORP
-$150.0K
35,108
-1%
减持
LAD
LITHIA MTRS INC
-$145.0K
759
-32%
减持
BAC
BK OF AMERICA CORP
-$140.0K
114,219
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$138.0K
16,959
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$132.0K
1,140
-1%
减持
ARES
ARES MANAGEMENT CORPORATION
-$127.0K
2,565
-49%
减持
RSG
REPUBLIC SVCS INC
+$122.0K
31,112
-1%
减持
EXAS
EXACT SCIENCES CORP
-$115.0K
16,008
-1%
清仓
—
II-VI INC
-$114.0K
0
-100%
减持
EMR
EMERSON ELEC CO
-$109.0K
16,437
-0%
减持
TWLO
TWILIO INC
-$108.0K
7,157
-0%
减持
CI
CIGNA CORP NEW
+$105.0K
9,164
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$98.0K
6,941
-1%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$97.0K
2,380
清仓
KWR
QUAKER HOUGHTON
-$95.0K
0
-100%
建仓
BDC
BELDEN INC
+$91.0K
1,516
清仓
GSHD
GOOSEHEAD INS INC
-$87.0K
0
-100%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$87.0K
0
-100%
建仓
RRC
RANGE RES CORP
+$80.0K
3,152
建仓
COHR
COHERENT CORP
+$78.0K
2,228
减持
AXP
AMERICAN EXPRESS CO
-$78.0K
16,281
-0%
建仓
ROG
ROGERS CORP
+$76.0K
315
减持
—
KNOWBE4 INC
-$75.0K
3,561
-63%
减持
—
LHC GROUP INC
-$72.0K
1,557
-26%
减持
NOC
NORTHROP GRUMMAN CORP
-$72.0K
5,664
-1%
减持
COIN
COINBASE GLOBAL INC
+$71.0K
4,085
-1%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$71.0K
2,058
+40%
减持
APO
APOLLO GLOBAL MGMT INC
-$70.0K
28,391
-1%
减持
S
SENTINELONE INC
+$70.0K
32,528
-0%
建仓
—
SUPER MICRO COMPUTER INC
+$68.0K
1,238
建仓
SYBT
STOCK YDS BANCORP INC
+$66.0K
967
