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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 102 项
建仓 10
增持 65
减持 24
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$74.3M
220,974
-13%
减持
AAPL
APPLE INC
-$32.0M
1,022,144
-5%
增持
MSFT
MICROSOFT CORP
+$26.8M
563,666
+1%
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
AMZN
AMAZON COM INC
+$21.2M
715,102
+1%
减持
LLY
ELI LILLY & CO
+$15.1M
98,568
-7%
增持
EW
EDWARDS LIFESCIENCES CORP
+$12.3M
372,497
+22%
减持
META
META PLATFORMS INC
+$11.8M
158,537
-14%
增持
GE
GENERAL ELECTRIC CO
+$11.3M
120,735
+55%
增持
ARM
ARM HOLDINGS PLC
+$9.7M
79,857
+1746%
增持
AMAT
APPLIED MATLS INC
+$8.1M
167,262
+3%
增持
BA
BOEING CO
-$8.0M
121,506
+1%
增持
FICO
FAIR ISAAC CORP
+$6.7M
39,379
+8%
增持
TSLA
TESLA INC
-$6.6M
91,593
+0%
建仓
COO
COOPER COS INC
+$5.3M
52,700
清仓
—
COOPER COS INC
-$5.0M
0
-100%
增持
GOOGL
ALPHABET INC
+$4.8M
418,185
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.8M
75,816
+1%
增持
CRM
SALESFORCE INC
+$4.7M
118,295
+1%
增持
VMC
VULCAN MATLS CO
+$4.4M
95,550
+0%
增持
V
VISA INC
+$4.4M
218,935
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$4.2M
180,660
增持
DXCM
DEXCOM INC
+$4.0M
262,100
+0%
增持
GOOG
ALPHABET INC
+$3.9M
339,248
+0%
减持
ZS
ZSCALER INC
-$3.8M
16,522
-48%
建仓
AXON
AXON ENTERPRISE INC
+$3.8M
12,024
减持
HXL
HEXCEL CORP NEW
-$3.5M
61,194
-43%
减持
PANW
PALO ALTO NETWORKS INC
-$3.4M
32,137
-25%
增持
—
ASML HOLDING N V
+$3.4M
15,667
+0%
建仓
XYL
XYLEM INC
+$2.5M
19,414
增持
TTD
THE TRADE DESK INC
+$2.5M
121,257
+7%
减持
CVS
CVS HEALTH CORP
-$2.5M
1,169
-96%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
84,623
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$2.3M
27,693
+13%
减持
EXPE
EXPEDIA GROUP INC
-$2.2M
25,686
-32%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.1M
23,889
+6536%
增持
ADSK
AUTODESK INC
+$1.8M
97,050
+1%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
25,316
+3%
增持
MCK
MCKESSON CORP
+$1.7M
9,467
+28%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.6M
49
-99%
减持
—
TE CONNECTIVITY LTD
-$1.6M
35,623
-26%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$1.6M
19,543
增持
LULU
LULULEMON ATHLETICA INC
-$1.5M
13,440
+1%
建仓
VKTX
VIKING THERAPEUTICS INC
+$1.4M
17,231
减持
PODD
INSULET CORP
-$1.4M
12,906
-22%
增持
FITB
FIFTH THIRD BANCORP
+$1.4M
96,451
+49%
增持
DKNG
DRAFTKINGS INC NEW
+$1.4M
123,800
+2%
清仓
BWA
BORGWARNER INC
-$1.2M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
15,953
+3%
增持
CELH
CELSIUS HLDGS INC
+$1.2M
39,353
+2%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
25,075
+3%
建仓
NFLX
NETFLIX INC
+$1.1M
1,845
增持
MELI
MERCADOLIBRE INC
+$1.1M
1,204
+156%
增持
LPLA
LPL FINL HLDGS INC
+$1.0M
12,746
+25%
减持
HON
HONEYWELL INTL INC
-$1.0M
102,820
-3%
减持
APD
AIR PRODS & CHEMS INC
-$1.0M
277
-93%
减持
VLO
VALERO ENERGY CORP
+$965.1K
34,532
-9%
减持
AJG
GALLAGHER ARTHUR J & CO
-$905.5K
24,752
-22%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$904.8K
6,163
-27%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$904.6K
1,227
+5%
增持
LVS
LAS VEGAS SANDS CORP
+$899.9K
336,560
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$883.8K
15,363
+23%
增持
UNP
UNION PAC CORP
+$867.4K
18,577
+23%
减持
DHI
D R HORTON INC
-$860.4K
26,690
-23%
增持
BSY
BENTLEY SYS INC
+$827.1K
56,034
+39%
增持
AMD
ADVANCED MICRO DEVICES INC
+$805.9K
10,134
+46%
增持
QCOM
QUALCOMM INC
+$796.2K
22,436
+8%
减持
ITW
ILLINOIS TOOL WKS INC
-$787.2K
7,981
-29%
建仓
—
SUPER MICRO COMPUTER INC
+$749.4K
742
增持
TJX
TJX COS INC NEW
+$703.7K
67,715
+3%
增持
WMT
WALMART INC
+$609.8K
79,842
+200%
增持
HUBS
HUBSPOT INC
+$534.3K
9,996
+1%
增持
MDB
MONGODB INC
+$505.6K
5,598
+52%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$487.8K
48,958
+1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$464.4K
14,635
-41%
增持
NTRA
NATERA INC
+$455.9K
13,919
+7%
增持
ADBE
ADOBE INC
-$441.0K
7,329
+6%
增持
WFC
WELLS FARGO CO NEW
+$359.8K
33,230
+4%
增持
ROK
ROCKWELL AUTOMATION INC
-$343.7K
21,760
+1%
增持
EMR
EMERSON ELEC CO
+$313.0K
15,280
+5%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$305.1K
2,363
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$270.0K
1,060
+5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$250.4K
6,554
-19%
增持
ROP
ROPER TECHNOLOGIES INC
+$240.1K
10,936
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$198.3K
35,460
+5%
增持
CL
COLGATE PALMOLIVE CO
+$193.1K
14,125
+4%
增持
DE
DEERE & CO
+$139.0K
4,620
+5%
增持
SPGI
S&P GLOBAL INC
-$102.7K
19,006
+2%
增持
T
AT&T INC
+$101.8K
21,849
+30%
减持
SNAP
SNAP INC
-$89.8K
15,576
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$83.2K
10,687
+10%
增持
S
SENTINELONE INC
-$81.4K
29,560
+5%
减持
—
ROYAL CARIBBEAN GROUP
+$75.7K
285,956
-7%
增持
WDAY
WORKDAY INC
-$66.5K
67,804
+1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$51.1K
0
-100%
建仓
—
LINDE PLC
+$46.4K
100
增持
OMC
OMNICOM GROUP INC
+$42.0K
808
+93%
增持
WHR
WHIRLPOOL CORP
+$39.8K
740
+85%
增持
HAS
HASBRO INC
+$39.1K
889
+306%
建仓
VICI
VICI PPTYS INC
+$37.5K
1,260
增持
—
INTERPUBLIC GROUP COS INC
+$36.9K
2,118
+114%
增持
EXAS
EXACT SCIENCES CORP
-$4.3K
15,062
+7%
减持
DOCU
DOCUSIGN INC
-$2.3K
4,520
-1%
