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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 93 项
建仓 9
增持 29
减持 46
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$57.2M
2,079,475
+841%
减持
AAPL
APPLE INC
+$39.5M
1,019,692
-0%
减持
GOOG
ALPHABET INC
-$31.6M
109,404
-68%
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
FICO
FAIR ISAAC CORP
+$18.2M
45,252
+15%
减持
MSFT
MICROSOFT CORP
+$14.2M
562,423
-0%
减持
TSLA
TESLA INC
-$13.9M
11,214
-88%
减持
GOOGL
ALPHABET INC
+$12.9M
417,145
-0%
增持
—
ROYAL CARIBBEAN GROUP
+$10.2M
313,412
+10%
减持
AMZN
AMAZON COM INC
+$8.9M
713,505
-0%
增持
AMAT
APPLIED MATLS INC
+$8.4M
181,745
+9%
减持
LLY
ELI LILLY & CO
+$8.0M
93,572
-5%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$7.5M
19,482
增持
META
META PLATFORMS INC
+$7.3M
167,161
+5%
建仓
VRSK
VERISK ANALYTICS INC
+$7.0M
25,911
增持
ISRG
INTUITIVE SURGICAL INC
+$6.9M
83,608
+10%
建仓
GEV
GE VERNOVA INC
+$5.7M
33,311
增持
ARM
ARM HOLDINGS PLC
+$5.5M
94,573
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.4M
92,793
+10%
增持
DXCM
DEXCOM INC
-$4.6M
280,289
+7%
增持
AVGO
BROADCOM INC
+$3.7M
2,756
+386%
减持
—
FERGUSON PLC NEW
-$3.6M
32,010
-29%
清仓
EXPE
EXPEDIA GROUP INC
-$3.5M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$3.3M
9,537
-81%
增持
HON
HONEYWELL INTL INC
+$3.1M
113,114
+10%
增持
EW
EDWARDS LIFESCIENCES CORP
+$2.7M
414,654
+11%
建仓
BURL
BURLINGTON STORES INC
+$2.6M
11,013
增持
—
ASML HOLDING N V
+$2.5M
17,332
+11%
减持
PLD
PROLOGIS INC.
-$2.5M
1,025
-95%
减持
IDXX
IDEXX LABS INC
-$2.5M
12,168
-22%
清仓
ETSY
ETSY INC
-$2.2M
0
-100%
增持
V
VISA INC
+$2.2M
241,118
+10%
清仓
FIVE
FIVE BELOW INC
-$2.2M
0
-100%
增持
CRM
SALESFORCE INC
-$2.1M
130,566
+10%
建仓
CHDN
CHURCHILL DOWNS INC
+$2.0M
14,440
清仓
GXO
GXO LOGISTICS INCORPORATED
-$2.0M
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$1.9M
25,059
+58%
增持
WDAY
WORKDAY INC
-$1.9M
74,222
+9%
减持
—
TE CONNECTIVITY LTD
-$1.8M
22,143
-38%
减持
COST
COSTCO WHSL CORP NEW
+$1.8M
15,827
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.6M
22,146
-31%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$1.6M
0
-100%
减持
PPG
PPG INDS INC
-$1.5M
245
-98%
增持
—
TRANE TECHNOLOGIES PLC
+$1.5M
29,737
+7%
清仓
TFX
TELEFLEX INCORPORATED
-$1.5M
0
-100%
清仓
FIVN
FIVE9 INC
-$1.4M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$1.2M
13,394
-0%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.2M
9,032
减持
WYNN
WYNN RESORTS LTD
-$1.2M
117
-99%
减持
TTD
THE TRADE DESK INC
+$1.2M
121,087
-0%
增持
ADSK
AUTODESK INC
+$1.2M
106,849
+10%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
25,124
-1%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.0M
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$1.0M
45,606
建仓
ELF
E L F BEAUTY INC
+$1.0M
4,761
减持
DKNG
DRAFTKINGS INC NEW
-$923.3K
123,092
-1%
增持
LVS
LAS VEGAS SANDS CORP
-$918.3K
372,471
+11%
增持
NFLX
NETFLIX INC
+$880.5K
2,965
+61%
增持
BA
BOEING CO
+$841.4K
133,459
+10%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$837.2K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$737.2K
12,225
+25%
减持
WING
WINGSTOP INC
-$677.8K
11,945
-24%
减持
QCOM
QUALCOMM INC
+$650.7K
22,337
-0%
增持
CELH
CELSIUS HLDGS INC
-$644.7K
45,866
+17%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$529.0K
6,505
-1%
减持
TJX
TJX COS INC NEW
+$528.5K
67,177
-1%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$482.6K
21,833
+19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$467.8K
35,040
-1%
减持
EXAS
EXACT SCIENCES CORP
-$412.9K
14,846
-1%
减持
UNP
UNION PAC CORP
-$390.5K
18,466
-1%
减持
HUBS
HUBSPOT INC
-$385.2K
9,966
-0%
减持
PODD
INSULET CORP
+$382.9K
12,859
-0%
增持
—
FERRARI N V
+$374.0K
5,202
+30%
减持
ROK
ROCKWELL AUTOMATION INC
-$365.2K
21,702
-0%
减持
SPGI
S&P GLOBAL INC
+$339.7K
18,892
-1%
减持
ADBE
ADOBE INC
+$320.0K
7,233
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$302.1K
1,047
-1%
增持
VMC
VULCAN MATLS CO
+$275.4K
105,971
+11%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$226.9K
60,550
+4835%
减持
NTRA
NATERA INC
+$212.9K
13,722
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$196.0K
6,123
-1%
减持
DE
DEERE & CO
-$193.6K
4,561
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$149.7K
2,358
-0%
减持
MELI
MERCADOLIBRE INC
+$132.0K
1,188
-1%
减持
CL
COLGATE PALMOLIVE CO
+$80.5K
13,937
-1%
减持
SNAP
SNAP INC
+$76.0K
15,339
-2%
减持
S
SENTINELONE INC
-$75.4K
29,151
-1%
减持
EMR
EMERSON ELEC CO
-$71.1K
15,087
-1%
减持
AXP
AMERICAN EXPRESS CO
+$51.4K
24,879
-1%
减持
DOCU
DOCUSIGN INC
-$30.5K
4,461
-1%
减持
WFC
WELLS FARGO CO NEW
+$22.8K
32,814
-1%
建仓
SOLV
SOLVENTUM CORP
+$17.7K
335
减持
ROP
ROPER TECHNOLOGIES INC
+$11.7K
10,902
-0%
增持
GE
GE AEROSPACE
-$8.1K
133,261
+10%