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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 86 项
建仓 5
增持 13
减持 63
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$57.2M
265,189
+957%
增持
GOOGL
ALPHABET INC
+$39.9M
569,776
+39%
增持
AMZN
AMAZON COM INC
+$29.3M
728,045
+4%
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
UNH
UNITEDHEALTH GROUP INC
-$22.9M
61,263
-34%
减持
MSFT
MICROSOFT CORP
-$21.5M
511,804
-7%
减持
FICO
FAIR ISAAC CORP
-$18.1M
31,463
-24%
减持
NVDA
NVIDIA CORPORATION
+$17.5M
2,004,619
-3%
减持
—
ROYAL CARIBBEAN GROUP
+$16.5M
312,527
-0%
减持
DXCM
DEXCOM INC
-$13.7M
33,428
-86%
减持
NFLX
NETFLIX INC
+$10.8M
59,702
-0%
减持
LLY
ELI LILLY & CO
-$10.8M
93,293
-0%
减持
V
VISA INC
+$9.8M
240,087
-0%
建仓
—
SPOTIFY TECHNOLOGY S A
+$9.7M
21,739
减持
AAPL
APPLE INC
+$7.6M
940,792
-4%
减持
AMAT
APPLIED MATLS INC
-$7.1M
179,641
-0%
减持
APP
APPLOVIN CORP
+$4.8M
30,368
-21%
减持
GE
GE AEROSPACE
-$4.6M
208,417
-0%
减持
GEV
GE VERNOVA INC
+$4.5M
61,113
-0%
减持
CRM
SALESFORCE INC
+$4.1M
119,108
-9%
减持
META
META PLATFORMS INC
-$4.0M
152,017
-6%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.9M
86,035
+3%
建仓
LRCX
LAM RESEARCH CORP
+$3.8M
52,364
减持
MELI
MERCADOLIBRE INC
-$3.5M
9,791
-0%
清仓
DHI
D R HORTON INC
-$3.3M
0
-100%
增持
HOOD
ROBINHOOD MKTS INC
+$2.7M
121,129
+56%
减持
—
ASML HOLDING N V
-$2.4M
17,285
-0%
减持
GOOG
ALPHABET INC
+$2.4M
107,227
-1%
减持
ADSK
AUTODESK INC
+$2.1M
106,404
-0%
减持
ARM
ARM HOLDINGS PLC
-$1.9M
94,403
-0%
减持
HUBS
HUBSPOT INC
+$1.6M
9,889
-0%
减持
HON
HONEYWELL INTL INC
+$1.6M
109,479
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.5M
25,204
-0%
增持
MTB
M & T BK CORP
+$1.5M
8,015
+2936%
增持
COIN
COINBASE GLOBAL INC
+$1.4M
5,817
+3778%
建仓
RDDT
REDDIT INC
+$1.4M
8,262
减持
COO
COOPER COS INC
-$1.3M
46,721
-8%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.2M
8,294
-16%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.1M
16,463
-24%
增持
—
CHUBB LIMITED
+$1.0M
7,939
+96%
减持
DPZ
DOMINOS PIZZA INC
-$992.6K
9,180
-19%
清仓
CELH
CELSIUS HLDGS INC
-$985.4K
0
-100%
减持
WDAY
WORKDAY INC
+$979.5K
73,804
-0%
减持
TTD
THE TRADE DESK INC
+$941.8K
120,660
-0%
建仓
PCLO
VIRTUS ETF TR II
+$901.3K
36,000
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$854.3K
5,173
-10%
减持
BKNG
BOOKING HOLDINGS INC
+$747.3K
1,016
-0%
减持
VMC
VULCAN MATLS CO
+$696.2K
105,728
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$650.5K
2,346
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$606.2K
5,002
-30%
减持
AXP
AMERICAN EXPRESS CO
+$568.6K
23,279
-0%
减持
ADBE
ADOBE INC
-$534.4K
6,992
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$489.9K
44,292
+100%
减持
WFC
WELLS FARGO CO NEW
+$425.2K
31,844
-1%
减持
NTRA
NATERA INC
+$402.6K
13,243
-1%
减持
MA
MASTERCARD INCORPORATED
+$397.5K
22,799
-3%
减持
COST
COSTCO WHSL CORP NEW
+$381.4K
14,756
-0%
增持
TSCO
TRACTOR SUPPLY CO
-$378.8K
73,905
+400%
减持
LULU
LULULEMON ATHLETICA INC
+$366.3K
3,352
-1%
减持
LVS
LAS VEGAS SANDS CORP
+$361.4K
371,398
-0%
减持
PODD
INSULET CORP
+$355.6K
12,746
-0%
减持
SPGI
S&P GLOBAL INC
-$354.1K
17,437
-0%
增持
QCOM
QUALCOMM INC
-$341.2K
21,727
+0%
减持
UNP
UNION PAC CORP
-$331.0K
17,190
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$283.9K
25,972
-8%
减持
DKNG
DRAFTKINGS INC NEW
-$256.5K
121,360
-0%
减持
ONTO
ONTO INNOVATION INC
-$206.1K
4,857
-1%
减持
EMR
EMERSON ELEC CO
+$202.3K
14,627
-1%
减持
CL
COLGATE PALMOLIVE CO
-$184.3K
13,508
-1%
减持
EXAS
EXACT SCIENCES CORP
-$178.2K
14,332
-1%
减持
TJX
TJX COS INC NEW
+$173.7K
62,716
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$173.3K
5,842
-0%
减持
CME
CME GROUP INC
-$166.7K
7,440
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$153.0K
34,023
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$131.2K
58,515
-1%
建仓
BLK
BLACKROCK INC
+$122.0K
119
减持
DOCU
DOCUSIGN INC
+$120.1K
4,342
-0%
清仓
—
BLACKROCK INC
-$113.0K
0
-100%
减持
S
SENTINELONE INC
-$53.5K
28,171
-1%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$29.9K
9,220
-1%
清仓
—
MARATHON OIL CORP
-$16.4K
0
-100%
增持
ETR
ENTERGY CORP NEW
+$15.8K
1,580
+100%
减持
—
EATON CORP PLC
-$10.6K
17,043
-0%
增持
COP
CONOCOPHILLIPS
+$10.4K
999
+19%
减持
DE
DEERE & CO
+$9.1K
4,418
-1%
减持
SNAP
SNAP INC
-$503
14,823
-1%
清仓
BAX
BAXTER INTL INC
-$85
0