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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 146 项
建仓 12
增持 23
减持 96
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NETFLIX INC
+$40.4M
59,776
+1916%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$38.3M
0
-100%
减持
BA
BOEING CO
-$24.2M
904
-99%
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
GE
GE AEROSPACE
+$18.2M
208,588
+57%
增持
MELI
MERCADOLIBRE INC
+$18.2M
9,801
+725%
减持
DXCM
DEXCOM INC
-$15.4M
243,587
-13%
减持
MSFT
MICROSOFT CORP
-$14.2M
551,277
-2%
减持
FICO
FAIR ISAAC CORP
+$13.4M
41,540
-8%
减持
AAPL
APPLE INC
+$13.2M
978,314
-4%
增持
GEV
GE VERNOVA INC
+$9.9M
61,159
+84%
清仓
—
LAM RESEARCH CORP
-$9.5M
0
-100%
减持
META
META PLATFORMS INC
+$8.7M
162,451
-3%
减持
GOOGL
ALPHABET INC
-$8.0M
409,905
-2%
减持
AMZN
AMAZON COM INC
-$7.5M
700,016
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$6.7M
92,242
-1%
减持
AMAT
APPLIED MATLS INC
-$6.5M
179,912
-1%
清仓
—
FERGUSON PLC NEW
-$6.2M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$6.1M
46,050
-54%
建仓
VST
VISTRA CORP
+$5.7M
47,730
减持
—
ROYAL CARIBBEAN GROUP
+$5.6M
312,807
-0%
减持
NVDA
NVIDIA CORPORATION
-$5.2M
2,072,226
-0%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$5.1M
32,755
建仓
APP
APPLOVIN CORP
+$5.0M
38,579
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.0M
231,543
+28%
建仓
FERG
FERGUSON ENTERPRISES INC
+$4.0M
19,932
减持
ISRG
INTUITIVE SURGICAL INC
+$3.9M
83,558
-0%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$3.6M
0
-100%
建仓
JLL
JONES LANG LASALLE INC
+$3.5M
12,802
减持
COR
CENCORA INC
-$3.4M
36,010
-29%
建仓
—
TE CONNECTIVITY PLC
+$3.3M
22,143
清仓
—
TE CONNECTIVITY LTD
-$3.3M
0
-100%
减持
—
ASML HOLDING N V
-$3.3M
17,299
-0%
减持
AME
AMETEK INC
-$3.2M
18,692
-52%
减持
LULU
LULULEMON ATHLETICA INC
-$3.1M
3,374
-75%
减持
ADSK
AUTODESK INC
+$2.9M
106,531
-0%
减持
V
VISA INC
+$2.8M
240,437
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.4M
42,760
-45%
增持
—
EATON CORP PLC
+$2.3M
17,097
+58%
减持
LVS
LAS VEGAS SANDS CORP
+$2.2M
371,745
-0%
减持
CRM
SALESFORCE INC
+$2.1M
130,215
-0%
减持
GOOG
ALPHABET INC
-$2.0M
107,869
-1%
减持
ARM
ARM HOLDINGS PLC
-$2.0M
94,511
-0%
减持
LLY
ELI LILLY & CO
-$1.9M
93,465
-0%
减持
CELH
CELSIUS HLDGS INC
-$1.6M
31,423
-31%
建仓
—
SHARKNINJA INC
+$1.5M
13,647
减持
WDAY
WORKDAY INC
+$1.5M
73,909
-0%
减持
TTD
THE TRADE DESK INC
+$1.4M
120,742
-0%
减持
VLO
VALERO ENERGY CORP
-$1.4M
29,846
-14%
减持
MCK
MCKESSON CORP
-$1.4M
8,394
-11%
增持
ZG
ZILLOW GROUP INC
+$1.4M
53,156
+24%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.3M
0
-100%
建仓
ALLY
ALLY FINL INC
+$1.3M
37,130
减持
—
TRANE TECHNOLOGIES PLC
+$1.3M
28,446
-4%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.1M
16,195
+19%
减持
DPZ
DOMINOS PIZZA INC
-$1.1M
11,266
-2%
减持
—
MARATHON OIL CORP
-$1.1M
616
-98%
减持
HON
HONEYWELL INTL INC
-$1.0M
111,881
-1%
建仓
ONTO
ONTO INNOVATION INC
+$1.0M
4,893
减持
COO
COOPER COS INC
+$1.0M
50,878
-3%
增持
BURL
BURLINGTON STORES INC
+$1.0M
13,867
+26%
增持
TSCO
TRACTOR SUPPLY CO
+$999.5K
14,781
+21%
增持
HOOD
ROBINHOOD MKTS INC
+$783.8K
77,690
+70%
减持
QCOM
QUALCOMM INC
-$770.2K
21,634
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$646.3K
9,882
-9%
减持
MRK
MERCK & CO INC
-$639.5K
27,174
-10%
减持
HUBS
HUBSPOT INC
-$613.4K
9,903
-1%
增持
—
FABRINET
+$613.3K
9,397
+43%
减持
SPGI
S&P GLOBAL INC
+$612.4K
17,495
-7%
清仓
—
SUPER MICRO COMPUTER INC
-$608.0K
0
-100%
增持
CHDN
CHURCHILL DOWNS INC
+$599.8K
19,345
+34%
减持
AXP
AMERICAN EXPRESS CO
+$579.7K
23,379
-6%
减持
MA
MASTERCARD INCORPORATED
+$524.1K
23,507
-6%
减持
BAC
BANK AMERICA CORP
-$489.1K
101,660
-11%
减持
DHI
D R HORTON INC
-$480.8K
17,197
-36%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$461.3K
28,009
+12%
减持
RSG
REPUBLIC SVCS INC
-$427.1K
23,271
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$417.1K
13,905
-9%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$396.2K
58,960
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$385.7K
28,179
-10%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$384.6K
25,246
+30%
减持
PODD
INSULET CORP
+$377.0K
12,769
-1%
减持
ADBE
ADOBE INC
-$374.6K
7,037
-3%
减持
TSLA
TESLA INC
+$364.3K
9,874
-12%
减持
EXAS
EXACT SCIENCES CORP
+$356.3K
14,438
-3%
减持
WMT
WALMART INC
+$347.9K
71,257
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$316.2K
34,236
-2%
减持
COST
COSTCO WHSL CORP NEW
-$313.7K
14,821
-6%
减持
ORCL
ORACLE CORP
+$307.4K
23,089
-10%
减持
DELL
DELL TECHNOLOGIES INC
-$296.2K
8,009
-11%
清仓
INTC
INTEL CORP
-$291.2K
0
-100%
减持
MCD
MCDONALDS CORP
+$286.3K
13,086
-10%
减持
THC
TENET HEALTHCARE CORP
-$267.7K
48,770
-23%
减持
HCA
HCA HEALTHCARE INC
+$254.6K
5,782
-11%
减持
HD
HOME DEPOT INC
+$249.8K
8,655
-9%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$225.8K
2,348
-0%
减持
CI
THE CIGNA GROUP
-$213.2K
8,084
-11%
减持
NTRA
NATERA INC
+$207.8K
13,342
-3%
减持
OXY
OCCIDENTAL PETE CORP
-$203.8K
11,201
-10%
减持
VRSK
VERISK ANALYTICS INC
-$198.8K
25,323
-2%
减持
PGR
PROGRESSIVE CORP
+$196.8K
10,024
-11%
减持
KKR
KKR & CO INC
+$191.6K
10,531
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$179.8K
8,923
-12%
减持
ROK
ROCKWELL AUTOMATION INC
-$179.4K
21,585
-1%
增持
CTAS
CINTAS CORP
+$176.4K
15,173
+260%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$157.0K
5,728
-6%
减持
BKNG
BOOKING HOLDINGS INC
+$152.9K
1,021
-2%
减持
DE
DEERE & CO
+$152.0K
4,448
-2%
减持
VMC
VULCAN MATLS CO
+$147.4K
105,819
-0%
减持
WFC
WELLS FARGO CO NEW
-$137.3K
32,068
-2%
增持
ELF
E L F BEAUTY INC
-$131.3K
7,997
+68%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$130.2K
21,221
-11%
减持
SYK
STRYKER CORPORATION
-$124.1K
5,490
-11%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$115.5K
5,865
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$108.2K
7,129
-10%
增持
AVGO
BROADCOM INC
-$98.5K
25,080
+810%
减持
SNAP
SNAP INC
-$94.6K
14,967
-2%
减持
YUM
YUM BRANDS INC
-$86.9K
9,539
-11%
减持
UNP
UNION PAC CORP
+$72.9K
17,247
-7%
减持
DKNG
DRAFTKINGS INC NEW
+$72.7K
121,712
-1%
减持
S
SENTINELONE INC
+$65.3K
28,382
-3%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$60.6K
9,279
-3%
减持
CL
COLGATE PALMOLIVE CO
+$59.9K
13,605
-2%
增持
KHC
KRAFT HEINZ CO
+$57.9K
4,108
+53%
清仓
—
WESTROCK CO
-$55.4K
0
-100%
建仓
LOW
LOWES COS INC
+$52.8K
195
减持
EMR
EMERSON ELEC CO
-$51.5K
14,725
-2%
减持
—
CHUBB LIMITED
+$49.1K
4,049
-8%
建仓
BX
BLACKSTONE INC
+$48.2K
315
增持
CCI
CROWN CASTLE INC
+$45.8K
974
+36%
减持
CTVA
CORTEVA INC
-$40.9K
24,546
-11%
减持
SPY
SPDR S&P 500 ETF TR
-$39.9K
6,045
-6%
增持
D
DOMINION ENERGY INC
+$39.5K
1,591
+49%
增持
CMCSA
COMCAST CORP NEW
+$37.3K
3,038
+33%
增持
PEP
PEPSICO INC
+$34.7K
1,146
+18%
减持
DOCU
DOCUSIGN INC
+$31.7K
4,355
-2%
建仓
MAR
MARRIOTT INTL INC NEW
+$31.1K
125
清仓
VFC
V F CORP
-$28.7K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$27.8K
7,112
-11%
清仓
AAP
ADVANCE AUTO PARTS INC
-$21.2K
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$19.3K
0
-100%
清仓
SOLV
SOLVENTUM CORP
-$17.7K
0
-100%
清仓
VTRS
VIATRIS INC
-$13.2K
0
-100%
减持
BAX
BAXTER INTL INC
-$9.8K
0
-100%
清仓
OGN
ORGANON & CO
-$9.1K
0
-100%
减持
TJX
TJX COS INC NEW
+$6.8K
62,983
-6%
减持
CME
CME GROUP INC
+$4.4K
8,586
-11%
