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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 60
减持 79
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$68.0M
2,164,303
+2%
增持
AAPL
APPLE INC
+$46.3M
852,692
+2%
增持
GOOGL
ALPHABET INC
+$43.1M
588,952
+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。
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$34.6M
273,689
+143%
增持
MSFT
MICROSOFT CORP
+$24.1M
615,535
+4%
减持
AMAT
APPLIED MATLS INC
-$20.0M
27,075
-81%
增持
AVGO
BROADCOM INC
+$19.4M
286,821
+5%
增持
GE
GE AEROSPACE
+$13.3M
254,167
+4%
减持
META
META PLATFORMS INC
-$10.9M
153,723
-8%
增持
LLY
ELI LILLY & CO
+$10.5M
110,064
+17%
增持
FICO
FAIR ISAAC CORP
-$10.1M
33,568
+2%
增持
GEV
GE VERNOVA INC
+$8.6M
82,932
+4%
增持
ISRG
INTUITIVE SURGICAL INC
-$6.8M
90,368
+4%
增持
VMC
VULCAN MATLS CO
+$6.1M
110,315
+3%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$5.9M
0
-100%
增持
NFLX
NETFLIX INC
-$5.9M
62,337
+4%
增持
APP
APPLOVIN CORP
+$5.9M
15,001
+7%
增持
—
ROYAL CARIBBEAN GROUP
+$5.6M
278,466
+3%
减持
TTD
THE TRADE DESK INC
-$4.8M
59,022
-44%
增持
LVS
LAS VEGAS SANDS CORP
+$4.6M
387,977
+3%
减持
APO
APOLLO GLOBAL MGMT INC
-$4.3M
14,029
-68%
增持
GOOG
ALPHABET INC
+$4.1M
45,962
+15%
减持
AMZN
AMAZON COM INC
-$3.6M
637,845
-3%
增持
—
ASML HOLDING N V
+$3.5M
18,074
+4%
清仓
AME
AMETEK INC
-$3.4M
0
-100%
建仓
RL
RALPH LAUREN CORP
+$3.2M
10,166
建仓
DHI
D R HORTON INC
+$3.1M
18,544
增持
RDDT
REDDIT INC
+$2.9M
35,975
+1%
增持
CVNA
CARVANA CO
+$2.9M
18,589
+51%
增持
RBLX
ROBLOX CORP
+$2.7M
74,799
+3%
增持
CRM
SALESFORCE INC
-$2.6M
96,388
+3%
减持
VRSK
VERISK ANALYTICS INC
-$2.4M
27,493
-8%
建仓
CBRE
CBRE GROUP INC
+$2.3M
14,551
减持
COIN
COINBASE GLOBAL INC
-$2.3M
9,936
-38%
减持
AXON
AXON ENTERPRISE INC
-$2.3M
12,074
-9%
增持
ADSK
AUTODESK INC
+$2.2M
111,600
+4%
建仓
ALAB
ASTERA LABS INC
+$2.2M
11,237
建仓
AFRM
AFFIRM HLDGS INC
+$2.2M
29,861
建仓
APH
AMPHENOL CORP NEW
+$2.0M
16,211
减持
HOOD
ROBINHOOD MKTS INC
-$2.0M
28,463
-56%
增持
MELI
MERCADOLIBRE INC
-$1.9M
10,959
+4%
增持
TJX
TJX COS INC NEW
+$1.9M
66,971
+7%
增持
HON
HONEYWELL INTL INC
-$1.9M
113,355
+3%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.8M
17,676
-9%
减持
LRCX
LAM RESEARCH CORP
+$1.6M
56,772
-9%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.6M
7,617
-15%
增持
HWM
HOWMET AEROSPACE INC
+$1.5M
67,503
+7%
减持
DXCM
DEXCOM INC
-$1.5M
52,445
-9%
减持
MPWR
MONOLITHIC PWR SYS INC
+$1.4M
11,892
-9%
增持
ARM
ARM HOLDINGS PLC
-$1.4M
98,986
+4%
增持
TXN
TEXAS INSTRS INC
+$1.4M
9,909
+389%
建仓
AVAV
AEROVIRONMENT INC
+$1.4M
4,388
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
46,243
+15%
减持
WING
WINGSTOP INC
-$1.3M
10,913
-9%
减持
HUBS
HUBSPOT INC
-$1.2M
10,809
-4%
减持
ORCL
ORACLE CORP
+$1.1M
22,016
-5%
减持
LPLA
LPL FINL HLDGS INC
-$1.1M
14,345
-9%
减持
PGR
PROGRESSIVE CORP
-$1.0M
6,623
-34%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
921
-79%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
24,283
+7%
增持
JLL
JONES LANG LASALLE INC
+$1.0M
14,391
+12%
减持
WAB
WABTEC
-$966.1K
33,683
-9%
减持
TSLA
TESLA INC
+$935.3K
9,156
-7%
减持
—
TE CONNECTIVITY PLC
+$894.6K
25,625
-9%
减持
NET
CLOUDFLARE INC
+$888.2K
64,977
-3%
减持
DKNG
DRAFTKINGS INC NEW
-$879.5K
148,246
-1%
减持
VRT
VERTIV HOLDINGS CO
+$851.0K
82,583
-9%
增持
WDAY
WORKDAY INC
+$841.1K
77,727
+4%
减持
—
TRANE TECHNOLOGIES PLC
-$826.2K
17,405
-7%
减持
STRL
STERLING INFRASTRUCTURE INC
+$818.2K
9,390
-9%
增持
AXP
AMERICAN EXPRESS CO
+$809.7K
24,816
+6%
减持
ROP
ROPER TECHNOLOGIES INC
-$795.5K
7,838
-6%
减持
MSCI
MSCI INC
-$793.6K
12,428
-9%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$774.4K
37,382
+12%
增持
PODD
INSULET CORP
+$750.2K
15,404
+21%
清仓
XMTR
XOMETRY INC
-$744.9K
0
-100%
减持
URI
UNITED RENTALS INC
-$735.5K
7,029
-29%
增持
BURL
BURLINGTON STORES INC
+$727.1K
15,533
+12%
增持
ZG
ZILLOW GROUP INC
+$721.4K
47,436
+16%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$652.7K
20,783
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$648.3K
51,936
-8%
减持
RSG
REPUBLIC SVCS INC
-$580.6K
19,327
-5%
减持
IDXX
IDEXX LABS INC
+$576.4K
11,117
-9%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$559.7K
18,607
增持
XYL
XYLEM INC
+$525.7K
27,174
+1%
增持
—
SHARKNINJA INC
+$520.1K
32,554
+14%
增持
VEEV
VEEVA SYS INC
+$516.4K
16,510
+8%
减持
COR
CENCORA INC
-$516.0K
32,898
-9%
增持
—
EATON CORP PLC
+$510.4K
17,639
+3%
减持
TPR
TAPESTRY INC
-$504.4K
33,941
-31%
减持
SLM
SLM CORP
-$479.5K
58,390
-9%
减持
KKR
KKR & CO INC
-$467.0K
7,187
-32%
增持
WFC
WELLS FARGO CO NEW
+$464.1K
35,989
+13%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$440.7K
7,739
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$439.2K
3,592
+12%
减持
CTAS
CINTAS CORP
-$429.1K
14,384
-5%
减持
BAC
BANK AMERICA CORP
-$425.3K
85,001
-16%
增持
DUOL
DUOLINGO INC
-$403.8K
6,727
+7%
减持
JBL
JABIL INC
-$402.8K
18,684
-9%
减持
NRG
NRG ENERGY INC
-$387.0K
28,005
-9%
增持
SPGI
S&P GLOBAL INC
-$367.5K
18,140
+4%
减持
CPNG
COUPANG INC
+$362.9K
193,696
-1%
减持
CI
THE CIGNA GROUP
-$362.4K
6,156
-5%
减持
—
FABRINET
+$361.2K
8,585
-9%
增持
BKNG
BOOKING HOLDINGS INC
+$358.5K
1,159
+14%
减持
VST
VISTRA CORP
-$355.5K
66,561
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$336.3K
13,335
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$317.2K
22,865
-12%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$311.3K
10,429
+13%
增持
UNP
UNION PAC CORP
+$299.2K
18,019
+5%
增持
EHC
ENCOMPASS HEALTH CORP
+$298.2K
21,341
+8%
增持
QCOM
QUALCOMM INC
+$296.3K
17,356
+7%
减持
ULTA
ULTA BEAUTY INC
+$291.6K
8,394
-9%
减持
CHWY
CHEWY INC
-$277.3K
44,721
-9%
减持
RTX
RTX CORPORATION
+$258.8K
18,223
-5%
减持
FERG
FERGUSON ENTERPRISES INC
-$250.6K
18,210
-9%
减持
SYK
STRYKER CORPORATION
-$249.7K
5,200
-5%
减持
CTVA
CORTEVA INC
-$247.8K
23,387
-5%
减持
—
CHUBB LIMITED
-$237.4K
10,914
-5%
增持
ONTO
ONTO INNOVATION INC
+$223.0K
5,528
+14%
增持
EMR
EMERSON ELEC CO
+$219.6K
16,552
+13%
增持
NTRA
NATERA INC
+$212.4K
15,402
+15%
减持
DECK
DECKERS OUTDOOR CORP
-$210.9K
18,424
-9%
减持
DDOG
DATADOG INC
-$204.7K
44,136
-9%
增持
—
FERRARI N V
+$199.1K
7,310
+7%
减持
HD
HOME DEPOT INC
+$197.9K
8,320
-4%
减持
ADI
ANALOG DEVICES INC
-$196.6K
15,901
-8%
减持
ENTG
ENTEGRIS INC
+$160.1K
38,275
-9%
减持
ZTS
ZOETIS INC
-$159.7K
8,841
-5%
减持
FANG
DIAMONDBACK ENERGY INC
-$153.8K
21,087
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$148.4K
38,589
+12%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$131.6K
2,265
-9%
减持
ROK
ROCKWELL AUTOMATION INC
+$125.1K
15,513
-3%
减持
THC
TENET HEALTHCARE CORP
+$125.1K
12,028
-9%
增持
LULU
LULULEMON ATHLETICA INC
-$119.0K
3,823
+14%
减持
HCA
HCA HEALTHCARE INC
+$117.5K
5,473
-5%
减持
EXE
EXPAND ENERGY CORPORATION
-$117.3K
6,887
-5%
减持
ALLY
ALLY FINL INC
-$116.5K
33,922
-9%
减持
COF
CAPITAL ONE FINL CORP
-$77.5K
7,504
-5%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$69.0K
31,518
-9%
增持
ARES
ARES MANAGEMENT CORPORATION
-$65.6K
41,049
+7%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$60.5K
20,124
-5%
减持
TSCO
TRACTOR SUPPLY CO
-$60.2K
67,519
-9%
减持
EFX
EQUIFAX INC
-$59.5K
3,522
-5%
增持
V
VISA INC
-$58.3K
253,290
+4%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$56.0K
19,947
-9%
增持
NOW
SERVICENOW INC
+$53.3K
2,090
+15%
减持
FITB
FIFTH THIRD BANCORP
-$51.7K
110,027
-9%
减持
MTB
M & T BK CORP
-$50.2K
7,614
-5%
减持
PH
PARKER-HANNIFIN CORP
+$48.0K
1,752
-4%
