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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 18
增持 45
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$117.9M
2,125,710
+6%
增持
MSFT
MICROSOFT CORP
+$103.0M
592,444
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$30.8M
4,326
-93%
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
AVGO
BROADCOM INC
+$29.8M
273,034
+1%
增持
META
META PLATFORMS INC
+$28.8M
167,735
+2%
增持
NFLX
NETFLIX INC
+$24.8M
60,214
+1%
增持
GEV
GE VERNOVA INC
+$23.7M
80,096
+31%
增持
GE
GE AEROSPACE
+$21.4M
245,359
+18%
减持
—
ROYAL CARIBBEAN GROUP
+$20.2M
269,902
-14%
增持
GOOGL
ALPHABET INC
+$16.2M
567,820
+5%
减持
AAPL
APPLE INC
-$15.5M
832,733
-1%
增持
V
VISA INC
+$11.1M
243,702
+13%
增持
NET
CLOUDFLARE INC
+$10.9M
66,666
+245%
增持
HWM
HOWMET AEROSPACE INC
+$10.6M
63,050
+604%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$8.9M
33,506
建仓
RBLX
ROBLOX CORP
+$7.6M
72,445
清仓
PANW
PALO ALTO NETWORKS INC
-$7.6M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$7.1M
10,540
+1%
减持
CRM
SALESFORCE INC
-$6.6M
93,314
-22%
增持
VRT
VERTIV HOLDINGS CO
+$6.0M
90,394
+16%
建仓
CPNG
COUPANG INC
+$5.9M
196,066
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.7M
112,564
-55%
减持
APP
APPLOVIN CORP
-$5.3M
14,042
-64%
增持
ADSK
AUTODESK INC
+$5.3M
107,387
+1%
增持
ARM
ARM HOLDINGS PLC
+$5.3M
95,291
+1%
减持
VST
VISTRA CORP
+$5.2M
69,120
-0%
建仓
NRG
NRG ENERGY INC
+$4.9M
30,654
增持
AXON
AXON ENTERPRISE INC
+$4.6M
13,216
+10%
建仓
JBL
JABIL INC
+$4.5M
20,451
增持
ISRG
INTUITIVE SURGICAL INC
+$4.4M
86,829
+1%
建仓
TPR
TAPESTRY INC
+$4.3M
49,507
清仓
DPZ
DOMINOS PIZZA INC
-$4.2M
0
-100%
建仓
CVNA
CARVANA CO
+$4.1M
12,277
增持
LLY
ELI LILLY & CO
-$3.9M
94,268
+1%
减持
VLO
VALERO ENERGY CORP
-$3.9M
571
-98%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$3.9M
56,610
+2148%
增持
COIN
COINBASE GLOBAL INC
+$3.5M
16,085
+28%
减持
BSX
BOSTON SCIENTIFIC CORP
-$3.4M
8,732
-80%
清仓
HXL
HEXCEL CORP NEW
-$3.4M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$3.3M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.2M
654,809
-15%
清仓
COO
COOPER COS INC
-$3.2M
0
-100%
增持
VMC
VULCAN MATLS CO
+$3.1M
106,747
+1%
减持
GOOG
ALPHABET INC
-$3.0M
39,882
-38%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.0M
0
-100%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.9M
13,016
+14%
清仓
ADBE
ADOBE INC
-$2.7M
0
-100%
增持
DXCM
DEXCOM INC
+$2.7M
57,406
+72%
清仓
POOL
POOL CORP
-$2.7M
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.6M
18,441
-25%
清仓
GTLS
CHART INDS INC
-$2.6M
0
-100%
减持
WAB
WABTEC
-$2.5M
36,869
-35%
增持
HON
HONEYWELL INTL INC
+$2.5M
110,489
+1%
增持
—
ASML HOLDING N V
+$2.5M
17,450
+1%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$2.5M
34,499
+64%
减持
HOOD
ROBINHOOD MKTS INC
+$2.4M
64,947
-26%
建仓
EHC
ENCOMPASS HEALTH CORP
+$2.4M
19,673
增持
RDDT
REDDIT INC
+$2.4M
35,511
+27%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$2.4M
10,278
增持
DKNG
DRAFTKINGS INC NEW
+$2.4M
149,775
+22%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$2.3M
8,470
增持
FICO
FAIR ISAAC CORP
+$2.2M
33,002
+5%
增持
LRCX
LAM RESEARCH CORP
+$2.2M
62,142
+19%
增持
ULTA
ULTA BEAUTY INC
+$2.2M
9,187
+61%
清仓
CHDN
CHURCHILL DOWNS INC
-$2.1M
0
-100%
建仓
SLM
SLM CORP
+$2.1M
63,913
建仓
DECK
DECKERS OUTDOOR CORP
+$2.1M
20,166
增持
VEEV
VEEVA SYS INC
+$2.0M
15,286
+47%
清仓
MDB
MONGODB INC
-$2.0M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.0M
25,420
增持
LVS
LAS VEGAS SANDS CORP
+$1.9M
374,973
+1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.9M
19,347
+19%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
21,292
-16%
建仓
NOW
SERVICENOW INC
+$1.9M
1,819
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.8M
38,273
+17%
减持
TTD
THE TRADE DESK INC
+$1.8M
106,243
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.8M
15,947
+18%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$1.8M
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$1.8M
29,920
+18%
增持
—
TE CONNECTIVITY PLC
+$1.6M
28,048
+27%
建仓
ZTS
ZOETIS INC
+$1.5M
9,319
减持
—
EATON CORP PLC
+$1.4M
17,062
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$1.4M
18,679
-34%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.4M
8,950
-40%
减持
CL
COLGATE PALMOLIVE CO
-$1.2M
853
-94%
清仓
—
GLOBAL E ONLINE LTD
-$1.2M
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$1.2M
120,434
+25%
增持
THC
TENET HEALTHCARE CORP
+$1.2M
13,165
+55%
增持
XYL
XYLEM INC
+$1.2M
26,921
+39%
减持
BKNG
BOOKING HOLDINGS INC
+$1.1M
1,019
-2%
增持
—
SHARKNINJA INC
+$1.1M
28,668
+38%
减持
AXP
AMERICAN EXPRESS CO
+$1.1M
23,303
-1%
建仓
EFX
EQUIFAX INC
+$963.0K
3,713
清仓
SG
SWEETGREEN INC
-$949.3K
0
-100%
建仓
EXE
EXPAND ENERGY CORPORATION
+$849.0K
7,260
减持
QCOM
QUALCOMM INC
-$826.5K
16,269
-27%
建仓
XMTR
XOMETRY INC
+$744.9K
22,045
减持
UPS
UNITED PARCEL SERVICE INC
-$687.4K
958
-87%
减持
PODD
INSULET CORP
+$640.4K
12,749
-1%
减持
RSG
REPUBLIC SVCS INC
-$619.5K
20,339
-13%
增持
HUBS
HUBSPOT INC
+$594.6K
11,267
+13%
增持
WDAY
WORKDAY INC
+$574.2K
74,459
+1%
减持
AMAT
APPLIED MATLS INC
+$524.9K
139,265
-19%
减持
CI
THE CIGNA GROUP
-$522.8K
6,464
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$520.7K
34,391
-1%
减持
CHWY
CHEWY INC
+$473.6K
48,951
-1%
减持
COST
COSTCO WHSL CORP NEW
+$463.3K
14,731
-1%
清仓
VKTX
VIKING THERAPEUTICS INC
-$416.1K
0
-100%
减持
NTRA
NATERA INC
+$353.0K
13,418
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$324.0K
3,214
-2%
减持
EMR
EMERSON ELEC CO
+$317.6K
14,638
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$294.3K
40,095
+1370%
减持
SPGI
S&P GLOBAL INC
+$251.9K
17,441
-1%
减持
WFC
WELLS FARGO CO NEW
+$225.4K
31,859
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$215.3K
8,299
-1%
减持
MA
MASTERCARD INCORPORATED
+$178.7K
22,766
-1%
减持
LULU
LULULEMON ATHLETICA INC
-$169.7K
3,364
-2%
减持
APO
APOLLO GLOBAL MGMT INC
-$163.0K
43,301
-6%
减持
UNP
UNION PAC CORP
-$139.8K
17,211
-1%
减持
DE
DEERE & CO
+$137.2K
4,428
-2%
减持
ONTO
ONTO INNOVATION INC
-$110.3K
4,868
-2%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$40.6K
9,254
-2%
减持
TJX
TJX COS INC NEW
+$14.5K
62,764
-1%
减持
SNAP
SNAP INC
-$3.1K
14,797
-2%
