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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 85 项
建仓 6
增持 12
减持 61
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$36.5M
304,177
-7%
减持
AAPL
APPLE INC
+$29.0M
1,096,844
-6%
减持
MSFT
MICROSOFT CORP
+$18.9M
591,590
-6%
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
AMZN
AMAZON COM INC
+$14.4M
791,710
-1%
增持
—
ROYAL CARIBBEAN GROUP
+$8.0M
313,561
+24%
减持
GOOG
ALPHABET INC
-$8.0M
361,433
-30%
减持
CRM
SALESFORCE INC
+$7.6M
116,867
-2%
减持
TSLA
TESLA INC
+$7.5M
90,942
-1%
减持
WM
WASTE MGMT INC DEL
-$7.1M
1,044
-98%
增持
LVS
LAS VEGAS SANDS CORP
+$6.5M
332,302
+27%
清仓
LDOS
LEIDOS HOLDINGS INC
-$6.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.4M
81,698
-2%
减持
GOOGL
ALPHABET INC
-$4.9M
428,248
-23%
减持
ENPH
ENPHASE ENERGY INC
-$4.2M
17,957
-40%
清仓
CNC
CENTENE CORP DEL
-$4.0M
0
-100%
减持
AMAT
APPLIED MATLS INC
+$3.9M
164,217
-2%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$3.8M
39,294
减持
LLY
LILLY ELI & CO
-$3.5M
123,779
-2%
减持
FICO
FAIR ISAAC CORP
+$3.4M
35,954
-2%
减持
V
VISA INC
-$3.2M
227,295
-13%
减持
EL
LAUDER ESTEE COS INC
-$3.1M
150,294
-7%
建仓
ROK
ROCKWELL AUTOMATION INC
+$3.0M
10,230
减持
HON
HONEYWELL INTL INC
-$2.7M
104,268
-1%
增持
TTD
THE TRADE DESK INC
+$2.6M
97,302
+31%
减持
WDAY
WORKDAY INC
+$2.5M
67,631
-2%
减持
BA
BOEING CO
+$2.3M
120,769
-2%
减持
META
META PLATFORMS INC
+$2.2M
24,568
-2%
减持
—
ASML HOLDING N V
+$2.1M
15,495
-0%
减持
ADSK
AUTODESK INC
+$1.7M
96,346
-2%
增持
ORCL
ORACLE CORP
+$1.7M
21,133
+659%
增持
FIVN
FIVE9 INC
+$1.6M
30,952
+251%
减持
VRNS
VARONIS SYS INC
-$1.5M
66,629
-51%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.4M
3,575
-37%
清仓
SCHW
SCHWAB CHARLES CORP
-$1.4M
0
-100%
减持
—
MEDTRONIC PLC
-$1.4M
1,932
-90%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
23,107
+39%
减持
LPLA
LPL FINL HLDGS INC
-$1.3M
10,224
-34%
建仓
MCK
MCKESSON CORP
+$1.2M
3,418
增持
GE
GENERAL ELECTRIC CO
+$1.2M
13,639
+1162%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
75,150
-2%
增持
DDOG
DATADOG INC
+$1.1M
48,311
+46%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
307,800
-6%
减持
DPZ
DOMINOS PIZZA INC
-$1.0M
10,240
-19%
减持
TFC
TRUIST FINL CORP
-$942.3K
16,556
-53%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$925.2K
23,934
+31%
增持
LULU
LULULEMON ATHLETICA INC
+$873.9K
12,174
+10%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$872.4K
1,950
清仓
QSR
RESTAURANT BRANDS INTL INC
-$845.3K
0
-100%
清仓
BILL
BILL COM HLDGS INC
-$824.2K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$799.2K
14,185
-13%
建仓
MELI
MERCADOLIBRE INC
+$694.6K
527
减持
BKNG
BOOKING HOLDINGS INC
+$678.7K
1,138
-2%
清仓
TYL
TYLER TECHNOLOGIES INC
-$661.3K
0
-100%
增持
—
EATON CORP PLC
+$642.5K
4,741
+338%
减持
VMC
VULCAN MATLS CO
-$611.4K
94,242
-2%
减持
COST
COSTCO WHSL CORP NEW
+$572.0K
16,646
-1%
减持
RSG
REPUBLIC SVCS INC
-$447.1K
26,319
-15%
减持
DKNG
DRAFTKINGS INC NEW
+$434.8K
56,345
-2%
减持
DXCM
DEXCOM INC
+$394.8K
253,000
-1%
减持
PODD
INSULET CORP
+$393.8K
17,012
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$386.3K
1,321
-2%
减持
HXL
HEXCEL CORP NEW
-$364.2K
108,232
-18%
减持
TSCO
TRACTOR SUPPLY CO
-$347.4K
27,496
-9%
减持
QCOM
QUALCOMM INC
+$324.2K
20,779
-2%
减持
MA
MASTERCARD INCORPORATED
+$297.2K
26,425
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$283.0K
4,157
-1%
减持
EXAS
EXACT SCIENCES CORP
+$276.3K
15,960
-2%
减持
WFC
WELLS FARGO CO NEW
-$235.5K
49,513
-2%
减持
NTRA
NATERA INC
+$215.0K
14,796
-2%
减持
EMR
EMERSON ELEC CO
-$178.9K
16,420
-2%
减持
TJX
TJX COS INC NEW
-$175.7K
80,142
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$147.0K
18,653
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$144.4K
37,310
-2%
减持
COIN
COINBASE GLOBAL INC
-$137.3K
150
-96%
减持
SPGI
S&P GLOBAL INC
+$125.9K
19,688
-1%
减持
DE
DEERE & CO
-$122.2K
4,964
-2%
减持
APD
AIR PRODS & CHEMS INC
-$120.8K
4,436
-2%
减持
CL
COLGATE PALMOLIVE CO
-$80.6K
15,207
-2%
减持
ROP
ROPER TECHNOLOGIES INC
+$70.0K
11,159
-1%
减持
S
SENTINELONE INC
+$46.9K
32,429
-2%
减持
SNAP
SNAP INC
+$38.7K
18,778
-2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$29.5K
360
减持
ORLY
OREILLY AUTOMOTIVE INC
-$19.6K
13,093
-1%
减持
DOCU
DOCUSIGN INC
+$11.7K
5,377
-1%
增持
PCAR
PACCAR INC
+$2.1K
397
+50%