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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 97 项
建仓 7
增持 9
减持 72
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$27.0M
1,103,962
-1%
减持
MSFT
MICROSOFT CORP
-$15.9M
572,065
-1%
减持
DXCM
DEXCOM INC
-$9.2M
256,621
-0%
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
EW
EDWARDS LIFESCIENCES CORP
-$7.8M
307,660
-0%
减持
NVDA
NVIDIA CORPORATION
-$4.4M
259,326
-6%
减持
GOOGL
ALPHABET INC
+$4.3M
428,777
-1%
减持
LVS
LAS VEGAS SANDS CORP
-$4.2M
339,402
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.0M
76,658
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.8M
19,396
-49%
减持
—
ROYAL CARIBBEAN GROUP
-$3.7M
309,841
-0%
减持
GOOG
ALPHABET INC
+$3.4M
348,304
-1%
减持
AMZN
AMAZON COM INC
-$3.2M
727,220
-1%
清仓
TRNO
TERRENO RLTY CORP
-$3.1M
0
-100%
减持
WAB
WABTEC
-$3.0M
56,565
-31%
建仓
—
TRANE TECHNOLOGIES PLC
+$2.9M
14,434
减持
BA
BOEING CO
-$2.6M
123,174
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$2.5M
13,657
-28%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.5M
100,160
+19%
减持
HON
HONEYWELL INTL INC
-$2.5M
106,133
-0%
清仓
ENPH
ENPHASE ENERGY INC
-$2.4M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$2.4M
24,901
-60%
减持
VMC
VULCAN MATLS CO
-$2.3M
96,150
-0%
减持
PODD
INSULET CORP
-$2.3M
17,072
-1%
减持
—
ASML HOLDING N V
-$2.2M
15,804
-0%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$2.1M
36,338
减持
ADI
ANALOG DEVICES INC
-$2.1M
24,199
-26%
减持
FICO
FAIR ISAAC CORP
+$2.1M
36,695
-0%
减持
V
VISA INC
-$2.0M
221,982
-1%
增持
VRT
VERTIV HOLDINGS CO
+$1.9M
78,135
+97%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.9M
10,013
-25%
减持
TSCO
TRACTOR SUPPLY CO
-$1.7M
13,784
-33%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$1.7M
21,035
建仓
UBER
UBER TECHNOLOGIES INC
+$1.7M
37,754
减持
EXPE
EXPEDIA GROUP INC
-$1.7M
37,792
-27%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
83,197
-1%
建仓
FITB
FIFTH THIRD BANCORP
+$1.7M
64,539
减持
MPWR
MONOLITHIC PWR SYS INC
-$1.6M
11,440
-11%
增持
DPZ
DOMINOS PIZZA INC
+$1.6M
11,537
+39%
减持
LLY
ELI LILLY & CO
-$1.5M
108,326
-15%
减持
ENTG
ENTEGRIS INC
-$1.4M
41,895
-12%
建仓
BWA
BORGWARNER INC
+$1.4M
33,751
减持
DHI
D R HORTON INC
-$1.4M
34,559
-17%
减持
TXN
TEXAS INSTRS INC
-$1.3M
11,776
-34%
减持
POOL
POOL CORP
-$1.3M
8,518
-26%
减持
AMAT
APPLIED MATLS INC
-$1.3M
167,327
-1%
减持
TSLA
TESLA INC
-$1.2M
92,536
-0%
减持
CRM
SALESFORCE INC
-$1.2M
119,322
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.0M
22,145
-1%
减持
ULTA
ULTA BEAUTY INC
-$1.0M
5,712
-19%
清仓
TEAM
ATLASSIAN CORPORATION
-$1.0M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$999.2K
4,193
-3%
增持
DKNG
DRAFTKINGS INC NEW
+$914.2K
128,726
+19%
减持
WDAY
WORKDAY INC
-$909.1K
68,984
-1%
减持
SPGI
S&P GLOBAL INC
-$886.0K
19,832
-2%
增持
—
EATON CORP PLC
+$848.6K
10,829
+49%
减持
AXP
AMERICAN EXPRESS CO
-$796.8K
26,482
-3%
减持
—
LAM RESEARCH CORP
-$782.3K
8,951
-10%
增持
CTAS
CINTAS CORP
+$691.2K
4,219
+57%
减持
META
META PLATFORMS INC
-$664.7K
195,353
-5%
减持
TTD
THE TRADE DESK INC
-$628.9K
114,891
-8%
减持
FIVN
FIVE9 INC
-$599.9K
31,092
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$573.4K
8,582
-2%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$555.1K
49,805
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$549.1K
1,342
-5%
减持
EXAS
EXACT SCIENCES CORP
-$492.1K
16,300
-5%
减持
HUBS
HUBSPOT INC
-$471.6K
10,204
-1%
增持
ZG
ZILLOW GROUP INC
+$368.4K
42,836
+36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$323.8K
37,970
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$300.3K
1,156
-4%
减持
QCOM
QUALCOMM INC
-$292.3K
21,961
-4%
建仓
ARM
ARM HOLDINGS PLC
+$266.6K
4,981
减持
DE
DEERE & CO
-$234.7K
5,041
-4%
减持
MA
MASTERCARD INCORPORATED
-$232.4K
26,680
-3%
增持
ORCL
ORACLE CORP
+$210.6K
25,740
+22%
减持
COST
COSTCO WHSL CORP NEW
+$190.0K
16,789
-3%
清仓
DIS
DISNEY WALT CO
-$171.6K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$145.6K
15,402
-4%
减持
APD
AIR PRODS & CHEMS INC
-$134.9K
4,505
-4%
减持
WFC
WELLS FARGO CO NEW
-$134.4K
36,302
-4%
减持
TJX
TJX COS INC NEW
+$108.9K
71,584
-3%
减持
NTRA
NATERA INC
-$102.4K
15,109
-5%
减持
ADSK
AUTODESK INC
+$90.8K
98,285
-1%
清仓
HRB
BLOCK H & R INC
-$71.8K
0
-100%
减持
SNAP
SNAP INC
-$64.6K
18,391
-5%
减持
DOCU
DOCUSIGN INC
-$60.1K
5,289
-4%
减持
GE
GENERAL ELECTRIC CO
-$58.5K
13,868
-4%
减持
EMR
EMERSON ELEC CO
+$34.3K
16,655
-4%
清仓
WBD
WARNER BROS DISCOVERY INC
-$33.7K
0
-100%
减持
S
SENTINELONE INC
+$32.8K
32,466
-5%
清仓
HP
HELMERICH & PAYNE INC
-$32.8K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
+$27.0K
13,756
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$26.4K
11,199
-1%
减持
ADBE
ADOBE INC
-$25.0K
7,970
-5%
清仓
VNO
VORNADO RLTY TR
-$20.3K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$16.4K
538
-4%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$13.3K
0
-100%
增持
SRE
SEMPRA
-$1.3K
304
+100%
