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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 4
增持 9
减持 94
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$29.7M
559,274
-2%
减持
AAPL
APPLE INC
+$18.2M
1,076,438
-2%
减持
AMZN
AMAZON COM INC
+$15.4M
709,542
-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
NVDA
NVIDIA CORPORATION
+$12.5M
253,090
-2%
减持
—
ROYAL CARIBBEAN GROUP
+$11.1M
306,395
-1%
减持
FICO
FAIR ISAAC CORP
+$10.6M
36,476
-1%
增持
DXCM
DEXCOM INC
+$8.4M
261,018
+2%
增持
GE
GENERAL ELECTRIC CO
+$8.4M
77,834
+461%
减持
BA
BOEING CO
+$7.9M
120,700
-2%
减持
CRM
SALESFORCE INC
+$6.8M
117,662
-1%
减持
META
META PLATFORMS INC
+$6.6M
184,250
-6%
减持
V
VISA INC
+$5.6M
217,762
-2%
减持
WDAY
WORKDAY INC
+$3.7M
67,232
-3%
清仓
PAYC
PAYCOM SOFTWARE INC
-$3.5M
0
-100%
减持
LLY
ELI LILLY & CO
+$3.4M
105,574
-3%
减持
AMAT
APPLIED MATLS INC
+$3.2M
162,862
-3%
减持
ADSK
AUTODESK INC
+$3.2M
96,475
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$3.1M
24,597
+70%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.0M
75,416
-2%
减持
PWR
QUANTA SVCS INC
-$2.8M
33,480
-38%
减持
PFE
PFIZER INC
-$2.6M
9,981
-89%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.6M
0
-100%
减持
HON
HONEYWELL INTL INC
+$2.5M
105,504
-1%
减持
—
ASML HOLDING N V
+$2.5M
15,605
-1%
清仓
ANSS
ANSYS INC
-$2.4M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
84,119
+1%
减持
VMC
VULCAN MATLS CO
+$2.2M
95,300
-1%
增持
UNP
UNION PAC CORP
+$2.2M
15,069
+105%
减持
GOOGL
ALPHABET INC
+$2.2M
417,347
-3%
建仓
CELH
CELSIUS HLDGS INC
+$2.1M
38,605
减持
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
305,753
-1%
清仓
BDC
BELDEN INC
-$1.9M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.8M
2,342
-44%
减持
GOOG
ALPHABET INC
+$1.8M
338,542
-3%
减持
ABT
ABBOTT LABS
-$1.6M
1,663
-91%
减持
TXN
TEXAS INSTRS INC
-$1.5M
2,026
-83%
建仓
MDB
MONGODB INC
+$1.5M
3,674
减持
LULU
LULULEMON ATHLETICA INC
+$1.5M
13,256
-4%
增持
MCK
MCKESSON CORP
+$1.4M
7,377
+60%
清仓
INSP
INSPIRE MED SYS INC
-$1.4M
0
-100%
增持
YUM
YUM BRANDS INC
+$1.4M
10,717
+3313%
建仓
—
FERRARI N V
+$1.4M
4,015
建仓
—
FABRINET
+$1.3M
6,571
清仓
—
PIONEER NAT RES CO
-$1.2M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$1.0M
44,889
+19%
减持
COST
COSTCO WHSL CORP NEW
+$1.0M
15,540
-7%
减持
LVS
LAS VEGAS SANDS CORP
+$942.0K
335,302
-1%
减持
SPGI
S&P GLOBAL INC
+$942.0K
18,589
-6%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$937.6K
48,444
-3%
减持
ZS
ZSCALER INC
+$925.9K
31,545
-19%
减持
PODD
INSULET CORP
+$869.7K
16,557
-3%
减持
TTD
THE TRADE DESK INC
-$842.1K
113,072
-2%
减持
ADI
ANALOG DEVICES INC
-$813.8K
17,240
-29%
减持
JPM
JPMORGAN CHASE & CO
+$776.5K
31,284
-0%
减持
BAC
BANK AMERICA CORP
+$709.4K
113,727
-0%
减持
HUBS
HUBSPOT INC
+$703.3K
9,868
-3%
减持
TSCO
TRACTOR SUPPLY CO
-$692.6K
9,795
-29%
清仓
ALB
ALBEMARLE CORP
-$657.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$612.2K
24,357
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$582.6K
8,452
-16%
减持
RSG
REPUBLIC SVCS INC
+$579.2K
26,247
-0%
减持
QCOM
QUALCOMM INC
+$563.2K
20,758
-5%
减持
CTAS
CINTAS CORP
+$507.2K
4,209
-0%
减持
DKNG
DRAFTKINGS INC NEW
+$479.5K
121,112
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$479.1K
33,613
-11%
减持
MCD
MCDONALDS CORP
+$472.3K
14,513
-0%
减持
ROP
ROPER TECHNOLOGIES INC
+$469.8K
10,810
-3%
减持
PLD
PROLOGIS INC.
+$417.7K
20,026
-0%
减持
HD
HOME DEPOT INC
+$415.2K
9,462
-0%
减持
TSLA
TESLA INC
-$413.0K
91,522
-1%
增持
BSY
BENTLEY SYS INC
+$389.3K
40,226
+18%
减持
DPZ
DOMINOS PIZZA INC
+$383.3K
11,531
-0%
减持
ROK
ROCKWELL AUTOMATION INC
+$352.5K
21,525
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$347.8K
11,164
-0%
减持
APO
APOLLO GLOBAL MGMT INC
+$338.0K
100,100
-0%
减持
—
EATON CORP PLC
+$292.9K
10,807
-0%
减持
CVS
CVS HEALTH CORP
+$290.4K
32,327
-0%
减持
—
COOPER COS INC
+$287.7K
13,175
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$286.5K
12,534
-0%
减持
FIVN
FIVE9 INC
-$241.9K
22,332
-28%
减持
KKR
KKR & CO INC
+$233.0K
11,246
-1%
减持
S
SENTINELONE INC
+$223.1K
28,079
-14%
减持
PGR
PROGRESSIVE CORP
+$221.7K
11,299
-0%
减持
PPG
PPG INDS INC
+$210.9K
10,814
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$203.7K
1,164
-13%
减持
TJX
TJX COS INC NEW
-$198.4K
65,707
-8%
减持
APD
AIR PRODS & CHEMS INC
-$196.7K
3,948
-12%
减持
EMR
EMERSON ELEC CO
-$188.3K
14,590
-12%
减持
MRK
MERCK & CO INC
+$177.1K
30,074
-0%
减持
SYK
STRYKER CORPORATION
+$158.6K
6,192
-0%
减持
HCA
HCA HEALTHCARE INC
+$157.4K
6,522
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$150.7K
8,051
-6%
减持
NTRA
NATERA INC
+$148.6K
13,045
-14%
减持
CME
CME GROUP INC
+$144.1K
9,614
-0%
减持
DE
DEERE & CO
-$143.7K
4,399
-13%
减持
CI
THE CIGNA GROUP
+$116.0K
9,117
-0%
减持
SNAP
SNAP INC
+$104.7K
15,864
-14%
减持
—
MARATHON OIL CORP
-$99.3K
37,493
-0%
减持
NOC
NORTHROP GRUMMAN CORP
+$95.7K
3,564
-0%
减持
CTVA
CORTEVA INC
-$92.8K
27,512
-0%
减持
WFC
WELLS FARGO CO NEW
+$82.9K
31,820
-12%
减持
ADBE
ADOBE INC
+$75.3K
6,938
-13%
减持
—
CHUBB LIMITED
+$71.9K
4,384
-1%
减持
MA
MASTERCARD INCORPORATED
-$71.6K
24,598
-8%
减持
EXAS
EXACT SCIENCES CORP
-$67.5K
14,119
-13%
减持
OXY
OCCIDENTAL PETE CORP
-$65.7K
12,389
-0%
减持
ARM
ARM HOLDINGS PLC
+$58.4K
4,325
-13%
减持
MELI
MERCADOLIBRE INC
+$56.5K
470
-13%
减持
WMT
WALMART INC
-$55.6K
26,614
-0%
减持
DOCU
DOCUSIGN INC
+$49.3K
4,566
-14%
减持
ORCL
ORACLE CORP
-$18.2K
25,687
-0%
减持
CL
COLGATE PALMOLIVE CO
-$16.4K
13,535
-12%
减持
BKNG
BOOKING HOLDINGS INC
+$10.6K
1,008
-13%
减持
UPS
UNITED PARCEL SERVICE INC
+$6.8K
7,893
-0%
