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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 5
增持 22
减持 87
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$45.9M
801,794
-20%
减持
TSLA
TESLA INC
-$33.3M
92,292
-45%
减持
AAPL
APPLE INC
-$13.5M
1,168,700
-2%
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
GOOG
ALPHABET INC
-$9.7M
513,249
-11%
建仓
—
ASML HOLDING N V
+$8.5M
15,519
减持
BA
BOEING CO
+$8.2M
122,841
-2%
减持
GOOGL
ALPHABET INC
-$7.0M
559,460
-5%
减持
V
VISA INC
+$6.7M
261,833
-2%
减持
NVDA
NVIDIA CORPORATION
+$6.6M
328,572
-4%
建仓
MSCI
MSCI INC
+$6.3M
13,603
减持
DXCM
DEXCOM INC
+$6.1M
256,082
-10%
减持
FICO
FAIR ISAAC CORP
+$6.0M
36,550
-5%
减持
ISRG
INTUITIVE SURGICAL INC
+$5.6M
76,435
-3%
减持
HON
HONEYWELL INTL INC
+$4.5M
105,779
-3%
清仓
—
ATLASSIAN CORP PLC
-$4.5M
0
-100%
减持
EL
LAUDER ESTEE COS INC
+$4.2M
161,596
-3%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$4.0M
0
-100%
减持
DDOG
DATADOG INC
-$3.8M
33,152
-53%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$3.6M
4,205
+88%
减持
EW
EDWARDS LIFESCIENCES CORP
-$3.4M
326,941
-3%
建仓
LPLA
LPL FINL HLDGS INC
+$3.3M
15,470
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
83,087
-11%
清仓
GNRC
GENERAC HLDGS INC
-$3.2M
0
-100%
减持
TTD
THE TRADE DESK INC
-$3.0M
74,559
-30%
增持
DPZ
DOMINOS PIZZA INC
+$2.9M
12,646
+165%
清仓
—
CATALENT INC
-$2.7M
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
+$2.7M
251,863
-2%
减持
HUBS
HUBSPOT INC
-$2.6M
5,920
-63%
减持
TRNO
TERRENO RLTY CORP
-$2.4M
51,056
-49%
减持
AMAT
APPLIED MATLS INC
+$2.3M
166,979
-2%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.3M
56,488
+99%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$2.2M
18,294
清仓
—
ON HLDG AG
-$2.1M
0
-100%
减持
LVS
LAS VEGAS SANDS CORP
+$2.1M
262,633
-6%
减持
ZS
ZSCALER INC
-$2.1M
38,969
-1%
减持
ENPH
ENPHASE ENERGY INC
-$2.1M
30,006
-17%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$1.9M
18,318
+355%
减持
CRM
SALESFORCE INC
-$1.8M
118,876
-3%
增持
MA
MASTERCARD INCORPORATED
+$1.8M
26,762
+1%
清仓
NVST
ENVISTA HOLDINGS CORPORATION
-$1.8M
0
-100%
减持
COR
AMERISOURCEBERGEN CORP
+$1.7M
59,892
-1%
减持
TGT
TARGET CORP
-$1.6M
1,084
-91%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.6M
31,548
-28%
增持
CTVA
CORTEVA INC
+$1.6M
27,596
+2325%
减持
WAB
WABTEC
+$1.4M
82,220
-1%
减持
WM
WASTE MGMT INC DEL
-$1.4M
46,233
-14%
增持
INSP
INSPIRE MED SYS INC
+$1.4M
7,000
+203%
减持
PANW
PALO ALTO NETWORKS INC
-$1.3M
50,917
-1%
增持
BDC
BELDEN INC
+$1.3M
19,607
+1193%
减持
VMC
VULCAN MATLS CO
+$1.2M
95,823
-3%
减持
IDXX
IDEXX LABS INC
+$1.2M
15,529
-1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.2M
13,661
+35%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
13,193
-25%
减持
LLY
LILLY ELI & CO
-$1.2M
125,861
-14%
清仓
—
SEAGEN INC
-$1.1M
0
-100%
减持
URI
UNITED RENTALS INC
+$1.1M
13,318
-1%
减持
PODD
INSULET CORP
+$1.1M
17,094
-0%
减持
—
FERGUSON PLC NEW
+$1.1M
44,998
-1%
清仓
—
AVALARA INC
-$1.0M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$995.7K
12,575
+93%
减持
AME
AMETEK INC
+$971.4K
38,637
-1%
减持
LDOS
LEIDOS HOLDINGS INC
+$952.7K
56,647
-1%
减持
JPM
JPMORGAN CHASE & CO
+$922.2K
31,351
-0%
减持
DIS
DISNEY WALT CO
-$911.7K
19,421
-30%
减持
PWR
QUANTA SVCS INC
+$892.5K
64,669
-1%
减持
DHI
D R HORTON INC
+$879.2K
41,701
-1%
减持
ENTG
ENTEGRIS INC
-$874.6K
47,834
-1%
减持
HXL
HEXCEL CORP NEW
+$868.0K
131,708
-1%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$852.0K
0
-100%
减持
EPAM
EPAM SYS INC
-$826.0K
21,627
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$825.6K
11,219
+0%
减持
WDAY
WORKDAY INC
+$804.7K
68,820
-2%
建仓
TEAM
ATLASSIAN CORPORATION
+$781.6K
6,074
减持
ADI
ANALOG DEVICES INC
+$762.5K
32,686
-1%
减持
PFE
PFIZER INC
+$758.1K
102,656
-0%
清仓
TW
TRADEWEB MKTS INC
-$754.0K
0
-100%
减持
MRK
MERCK & CO INC
+$744.2K
30,150
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$730.0K
16,298
+0%
增持
GTLS
CHART INDS INC
+$727.2K
10,164
+322%
清仓
CWST
CASELLA WASTE SYS INC
-$719.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
+$717.2K
37,917
-1%
减持
META
META PLATFORMS INC
-$711.6K
25,099
-9%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$691.0K
0
-100%
减持
TJX
TJX COS INC NEW
+$687.6K
81,101
-13%
增持
BILL
BILL COM HLDGS INC
+$659.2K
7,564
+508%
清仓
CHE
CHEMED CORP NEW
-$652.0K
0
-100%
减持
FIVE
FIVE BELOW INC
+$643.8K
21,687
-6%
增持
SPGI
S&P GLOBAL INC
+$639.0K
19,890
+1%
减持
—
COOPER COS INC
-$635.4K
14,775
-29%
清仓
BCPC
BALCHEM CORP
-$634.0K
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$605.2K
50,127
-1%
减持
ETSY
ETSY INC
+$603.7K
32,415
-1%
减持
FIVN
FIVE9 INC
-$603.2K
8,809
-45%
减持
VRNS
VARONIS SYS INC
-$574.3K
134,617
-6%
减持
BSX
BOSTON SCIENTIFIC CORP
+$553.5K
77,512
-1%
清仓
SICP
SILVERGATE CAP CORP
-$547.0K
0
-100%
减持
HD
HOME DEPOT INC
+$542.7K
13,774
-0%
减持
—
MEDTRONIC PLC
-$524.9K
19,848
-22%
增持
DE
DEERE & CO
+$513.0K
5,066
+2%
减持
—
LAM RESEARCH CORP
+$502.0K
9,945
-1%
清仓
TWLO
TWILIO INC
-$494.0K
0
-100%
减持
CI
CIGNA CORP NEW
+$485.8K
9,141
-0%
减持
MCD
MCDONALDS CORP
+$469.6K
14,547
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$465.7K
1,161
+2%
减持
ADSK
AUTODESK INC
-$454.6K
98,001
-2%
减持
ITW
ILLINOIS TOOL WKS INC
+$440.0K
11,191
-0%
清仓
TXRH
TEXAS ROADHOUSE INC
-$432.0K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
+$421.7K
11,111
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$418.7K
5,650
-0%
增持
EMR
EMERSON ELEC CO
+$406.8K
16,758
+2%
清仓
—
SHOCKWAVE MED INC
-$400.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$397.9K
63,016
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$388.3K
18,748
-0%
清仓
SAIA
SAIA INC
-$382.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$378.9K
10,425
-0%
减持
HCA
HCA HEALTHCARE INC
+$364.1K
6,539
-0%
减持
EXPE
EXPEDIA GROUP INC
-$363.6K
51,466
-1%
增持
APD
AIR PRODS & CHEMS INC
+$361.6K
4,527
+2%
清仓
CHDN
CHURCHILL DOWNS INC
-$359.0K
0
-100%
增持
S
SENTINELONE INC
-$348.3K
33,151
+2%
减持
FANG
DIAMONDBACK ENERGY INC
+$348.0K
23,081
-1%
清仓
SSD
SIMPSON MFG INC
-$334.0K
0
-100%
减持
WMT
WALMART INC
+$328.8K
26,686
-0%
减持
BAC
BANK AMERICA CORP
+$326.1K
113,983
-0%
减持
CF
CF INDS HLDGS INC
-$318.7K
26,494
-1%
清仓
HRI
HERC HLDGS INC
-$314.0K
0
-100%
清仓
WDFC
WD 40 CO
-$307.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$301.2K
632,561
-3%
清仓
RLI
RLI CORP
-$292.0K
0
-100%
减持
PSA
PUBLIC STORAGE
-$291.2K
18,690
-1%
清仓
FORM
FORMFACTOR INC
-$291.0K
0
-100%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$289.0K
0
-100%
清仓
TNDM
TANDEM DIABETES CARE INC
-$288.0K
0
-100%
增持
EXAS
EXACT SCIENCES CORP
+$285.9K
16,278
+2%
减持
THC
TENET HEALTHCARE CORP
-$275.6K
82,914
-1%
减持
POOL
POOL CORP
-$274.1K
14,282
-1%
清仓
—
NOVOCURE LTD
-$270.0K
0
-100%
减持
NTRA
NATERA INC
-$261.6K
15,097
-24%
清仓
RRX
REGAL REXNORD CORPORATION
-$258.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$257.1K
16,603
+2%
清仓
—
LHC GROUP INC
-$255.0K
0
-100%
清仓
PHR
PHREESIA INC
-$245.0K
0
-100%
清仓
MSA
MSA SAFETY INC
-$243.0K
0
-100%
清仓
DIN
DINE BRANDS GLOBAL INC
-$241.0K
0
-100%
清仓
SPSC
SPS COMM INC
-$235.0K
0
-100%
减持
RSG
REPUBLIC SVCS INC
-$229.0K
31,038
-0%
减持
PLD
PROLOGIS INC.
+$219.1K
20,075
-0%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$212.0K
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$212.0K
15,631
-1%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$209.0K
0
-100%
