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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 8
增持 114
减持 14
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$41.7M
590,609
+0%
减持
LLY
ELI LILLY & CO
+$30.3M
106,375
-3%
减持
NVDA
NVIDIA CORPORATION
-$27.0M
2,020,315
-7%
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
APP
APPLOVIN CORP
+$26.7M
55,693
+271%
减持
MSFT
MICROSOFT CORP
-$21.2M
615,481
-0%
增持
AAPL
APPLE INC
+$21.0M
875,781
+3%
减持
CRM
SALESFORCE INC
-$20.7M
8,267
-91%
增持
AMZN
AMAZON COM INC
+$15.9M
675,789
+6%
增持
NFLX
NETFLIX INC
-$15.8M
628,500
+908%
增持
ISRG
INTUITIVE SURGICAL INC
+$10.9M
90,622
+0%
增持
—
ROYAL CARIBBEAN GROUP
-$10.6M
285,010
+2%
增持
AVGO
BROADCOM INC
+$7.6M
295,485
+3%
增持
FICO
FAIR ISAAC CORP
+$7.6M
34,192
+2%
建仓
EXPE
EXPEDIA GROUP INC
+$6.7M
23,675
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.1M
246,694
-10%
增持
LVS
LAS VEGAS SANDS CORP
+$4.4M
388,980
+0%
增持
RBLX
ROBLOX CORP
-$4.2M
76,019
+2%
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$3.6M
40,837
增持
DRI
DARDEN RESTAURANTS INC
+$3.6M
20,250
+2663%
建仓
INSM
INSMED INC
+$3.4M
19,584
增持
GEV
GE VERNOVA INC
+$3.4M
83,151
+0%
减持
COIN
COINBASE GLOBAL INC
-$3.3M
142
-99%
减持
LRCX
LAM RESEARCH CORP
-$3.3M
25,049
-56%
增持
GOOG
ALPHABET INC
+$3.3M
46,212
+1%
增持
ARM
ARM HOLDINGS PLC
-$3.2M
99,136
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.1M
15,083
-27%
清仓
TTD
THE TRADE DESK INC
-$2.9M
0
-100%
增持
V
VISA INC
+$2.6M
253,919
+0%
清仓
THC
TENET HEALTHCARE CORP
-$2.4M
0
-100%
增持
VMC
VULCAN MATLS CO
-$2.4M
110,609
+0%
增持
ADSK
AUTODESK INC
-$2.3M
111,913
+0%
清仓
DUOL
DUOLINGO INC
-$2.2M
0
-100%
增持
VST
VISTRA CORP
-$2.2M
67,476
+1%
增持
CVNA
CARVANA CO
+$2.1M
21,629
+16%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$2.1M
13,015
增持
GE
GE AEROSPACE
+$2.0M
254,833
+0%
增持
WDAY
WORKDAY INC
-$2.0M
77,864
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.9M
52,573
+28%
增持
—
ASML HOLDING N V
+$1.9M
18,091
+0%
增持
—
SHARKNINJA INC
+$1.8M
46,270
+42%
清仓
CHWY
CHEWY INC
-$1.8M
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$1.8M
22,346
增持
CAT
CATERPILLAR INC
+$1.7M
3,905
+263%
增持
HON
HONEYWELL INTL INC
-$1.7M
113,477
+0%
增持
IDXX
IDEXX LABS INC
+$1.7M
13,035
+17%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.7M
18,314
+18%
增持
AXON
AXON ENTERPRISE INC
-$1.7M
12,271
+2%
增持
MELI
MERCADOLIBRE INC
-$1.7M
11,876
+8%
增持
CPNG
COUPANG INC
-$1.6M
196,856
+2%
减持
CTVA
CORTEVA INC
-$1.5M
1,138
-95%
增持
TKO
TKO GROUP HOLDINGS INC
+$1.5M
14,896
+82%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
5,887
-85%
增持
RDDT
REDDIT INC
+$1.4M
41,953
+17%
清仓
ALLY
ALLY FINL INC
-$1.3M
0
-100%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.3M
26,806
减持
AMAT
APPLIED MATLS INC
-$1.3M
16,589
-39%
增持
ALAB
ASTERA LABS INC
+$1.3M
20,798
+85%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.2M
2,874
+27%
建仓
U
UNITY SOFTWARE INC
+$1.2M
27,613
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.2M
37,991
+2%
增持
VEEV
VEEVA SYS INC
-$1.2M
16,779
+2%
增持
ORCL
ORACLE CORP
-$1.2M
25,864
+17%
增持
VRT
VERTIV HOLDINGS CO
+$1.1M
83,930
+2%
增持
NTRA
NATERA INC
+$1.1M
15,524
+1%
增持
COR
CENCORA INC
+$1.0M
33,435
+2%
增持
ULTA
ULTA BEAUTY INC
+$1.0M
9,244
+10%
增持
AXP
AMERICAN EXPRESS CO
+$975.2K
24,917
+0%
增持
—
EATON CORP PLC
-$965.0K
17,696
+0%
增持
COST
COSTCO WHSL CORP NEW
-$938.2K
15,774
+0%
增持
URI
UNITED RENTALS INC
-$928.5K
7,144
+2%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$916.9K
17,964
+2%
增持
—
FABRINET
+$842.1K
8,725
+2%
增持
—
SPOTIFY TECHNOLOGY S A
-$821.4K
7,741
+2%
增持
HOOD
ROBINHOOD MKTS INC
-$803.6K
28,928
+2%
增持
—
FERRARI N V
-$801.5K
7,429
+2%
增持
HWM
HOWMET AEROSPACE INC
+$790.6K
68,465
+1%
减持
CTAS
CINTAS CORP
-$779.7K
11,553
-20%
增持
MPWR
MONOLITHIC PWR SYS INC
+$739.3K
12,895
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$738.3K
46,565
+1%
增持
META
META PLATFORMS INC
+$738.1K
172,142
+12%
增持
SPGI
S&P GLOBAL INC
+$683.8K
18,203
+0%
增持
VRSK
VERISK ANALYTICS INC
-$680.3K
27,871
+1%
增持
HUBS
HUBSPOT INC
-$658.2K
10,960
+1%
增持
TJX
TJX COS INC NEW
+$647.8K
67,234
+0%
增持
JLL
JONES LANG LASALLE INC
+$628.7K
14,626
+2%
增持
BURL
BURLINGTON STORES INC
+$606.9K
15,787
+2%
增持
STRL
STERLING INFRASTRUCTURE INC
+$602.5K
12,383
+32%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$585.5K
32,032
+2%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$576.0K
7,865
+2%
增持
TPR
TAPESTRY INC
+$564.6K
34,495
+2%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$559.7K
0
-100%
增持
WAB
WABTEC
+$554.4K
34,232
+2%
增持
—
TRANE TECHNOLOGIES PLC
-$520.4K
17,533
+1%
增持
ADI
ANALOG DEVICES INC
+$467.9K
16,131
+1%
增持
RL
RALPH LAUREN CORP
+$465.8K
10,332
+2%
增持
AFRM
AFFIRM HLDGS INC
+$465.2K
35,570
+19%
增持
PWR
QUANTA SVCS INC
+$444.3K
31,086
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$441.4K
59,271
+14%
增持
LPLA
LPL FINL HLDGS INC
+$434.7K
14,579
+2%
增持
DHI
D R HORTON INC
-$428.3K
18,846
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$410.9K
7,858
+0%
增持
EHC
ENCOMPASS HEALTH CORP
-$408.7K
21,689
+2%
增持
DKNG
DRAFTKINGS INC NEW
-$372.7K
150,079
+1%
增持
WFC
WELLS FARGO CO NEW
+$357.1K
36,199
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$348.9K
3,609
+0%
增持
TSCO
TRACTOR SUPPLY CO
+$335.1K
83,482
+24%
增持
FITB
FIFTH THIRD BANCORP
+$332.7K
111,822
+2%
增持
PODD
INSULET CORP
-$315.8K
15,620
+1%
增持
NOW
SERVICENOW INC
-$310.9K
10,526
+404%
增持
AVAV
AEROVIRONMENT INC
-$302.9K
4,460
+2%
增持
—
TE CONNECTIVITY PLC
+$299.8K
26,044
+2%
增持
JBL
JABIL INC
+$272.3K
18,989
+2%
增持
DDOG
DATADOG INC
+$272.2K
48,218
+9%
增持
ENTG
ENTEGRIS INC
-$261.6K
38,900
+2%
增持
XYL
XYLEM INC
-$247.1K
27,618
+2%
增持
ZG
ZILLOW GROUP INC
-$241.8K
48,210
+2%
增持
FANG
DIAMONDBACK ENERGY INC
+$204.2K
21,431
+2%
增持
MSCI
MSCI INC
+$195.0K
12,631
+2%
增持
ONTO
ONTO INNOVATION INC
+$163.4K
5,560
+1%
增持
NET
CLOUDFLARE INC
-$134.2K
70,044
+8%
增持
LULU
LULULEMON ATHLETICA INC
+$119.2K
3,847
+1%
增持
MA
MASTERCARD INCORPORATED
+$106.2K
24,381
+0%
增持
WING
WINGSTOP INC
-$101.3K
11,092
+2%
增持
CBRE
CBRE GROUP INC
+$85.1K
14,788
+2%
增持
UNP
UNION PAC CORP
-$81.0K
18,062
+0%
减持
QCOM
QUALCOMM INC
+$79.7K
17,346
-0%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$75.2K
20,273
+2%
增持
DECK
DECKERS OUTDOOR CORP
+$73.5K
18,724
+2%
清仓
—
INTERPUBLIC GROUP COS INC
-$59.1K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$58.2K
1,536
+90%
增持
DE
DEERE & CO
+$54.8K
5,055
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$53.3K
23,602
+2%
增持
EMR
EMERSON ELEC CO
+$37.8K
16,645
+1%
增持
FERG
FERGUSON ENTERPRISES INC
+$30.6K
18,507
+2%
建仓
Q
QNITY ELECTRONICS INC
+$24.0K
294
增持
BSX
BOSTON SCIENTIFIC CORP
-$17.0K
9,987
+1%
增持
BKNG
BOOKING HOLDINGS INC
-$13.4K
1,166
+1%
增持
SLM
SLM CORP
-$10.4K
59,342
+2%
增持
DXCM
DEXCOM INC
+$8.6K
53,301
+2%
增持
SNAP
SNAP INC
+$6.4K
16,481
+0%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$6.0K
10,474
+0%
减持
DOCU
DOCUSIGN INC
-$3.7K
478
-5%
增持
NRG
NRG ENERGY INC
-$3.1K
28,462
+2%
