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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 92
减持 29
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$55.4M
654,356
+6%
增持
GEV
GE VERNOVA INC
+$24.9M
90,802
+9%
增持
FICO
FAIR ISAAC CORP
-$18.8M
36,547
+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
-$15.1M
56,354
+1%
增持
ARM
ARM HOLDINGS PLC
+$14.7M
168,598
+70%
增持
NFLX
NETFLIX INC.
+$13.7M
755,395
+20%
增持
AVGO
BROADCOM INC
+$13.7M
374,690
+27%
增持
LLY
ELI LILLY & CO
-$11.0M
112,338
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.7M
240,330
-3%
增持
META
META PLATFORMS INC
-$8.5M
183,735
+7%
增持
AMZN
AMAZON COM INC
-$8.1M
709,934
+5%
增持
V
VISA INC
-$7.2M
270,827
+7%
增持
ISRG
INTUITIVE SURGICAL INC
-$6.6M
97,003
+7%
清仓
VRSK
VERISK ANALYTICS INC
-$6.2M
0
-100%
清仓
RBLX
ROBLOX CORP
-$6.2M
0
-100%
增持
—
ASML HLDG NV
+$6.1M
19,250
+6%
增持
WDAY
WORKDAY INC
-$5.9M
83,022
+7%
减持
VRT
VERTIV HOLDINGS CO
+$5.7M
77,108
-8%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$5.5M
11,678
清仓
DKNG
DRAFTKINGS INC NEW
-$5.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$4.7M
2,133,659
+6%
建仓
HEI
HEICO CORP NEW
+$4.6M
16,795
增持
GOOGL
ALPHABET INC
-$4.6M
626,966
+6%
增持
ADSK
AUTODESK INC
-$4.6M
119,318
+7%
清仓
—
SPOTIFY TECHNOLOGY S A
-$4.5M
0
-100%
建仓
RKLB
ROCKET LAB CORP
+$4.5M
69,964
增持
—
ROYAL CARIBBEAN GROUP
+$4.4M
305,043
+7%
增持
NTRA
NATERA INC
+$4.2M
38,701
+149%
建仓
FIX
COMFORT SYS USA INC
+$4.0M
2,896
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$4.0M
6,572
增持
NET
CLOUDFLARE INC
+$3.8M
85,523
+22%
减持
ADI
ANALOG DEVICES INC
-$3.8M
1,746
-89%
清仓
XYL
XYLEM INC
-$3.8M
0
-100%
增持
HON
HONEYWELL INTL INC
+$3.6M
113,795
+0%
建仓
LITE
LUMENTUM HLDGS INC
+$3.3M
4,701
清仓
HOOD
ROBINHOOD MKTS INC
-$3.3M
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$3.2M
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.1M
16,806
+7%
增持
RDDT
REDDIT INC
-$3.0M
49,094
+17%
增持
LVS
LAS VEGAS SANDS CORP
-$3.0M
413,894
+6%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$3.0M
51,901
建仓
MANH
MANHATTAN ASSOCIATES INC
+$2.9M
21,648
减持
ULTA
ULTA BEAUTY INC
-$2.8M
5,267
-43%
增持
—
TRANE TECHNOLOGIES PLC
+$2.7M
22,890
+31%
增持
HWM
HOWMET AEROSPACE INC
+$2.7M
72,516
+6%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.6M
13,106
+2%
建仓
ASTS
AST SPACEMOBILE INC
+$2.6M
31,753
建仓
W
WAYFAIR INC
+$2.5M
33,598
减持
QCOM
QUALCOMM INC
-$2.5M
3,581
-79%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.4M
3,064
-61%
增持
FDX
FEDEX CORP
+$2.4M
6,777
+6959%
清仓
EHC
ENCOMPASS HEALTH CORP
-$2.3M
0
-100%
增持
AAPL
APPLE INC
-$2.3M
929,139
+6%
增持
DECK
DECKERS OUTDOOR CORP
+$2.3M
41,907
+124%
减持
SPGI
S&P GLOBAL INC
-$2.1M
17,345
-5%
减持
CTAS
CINTAS CORP
-$2.1M
245
-98%
减持
PWR
QUANTA SVCS INC
+$2.1M
27,744
-11%
增持
MELI
MERCADOLIBRE INC
-$2.1M
12,625
+6%
清仓
APO
APOLLO GLOBAL MGMT INC
-$2.0M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$2.0M
18,339
+11%
减持
UNP
UNION PAC CORP
-$2.0M
8,972
-50%
增持
KLAC
KLA CORP
+$1.9M
1,637
+286%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.8M
13,810
+12%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.8M
41,790
+10%
增持
CVNA
CARVANA CO
-$1.8M
23,337
+8%
增持
CHRW
C H ROBINSON WORLDWIDE IN
+$1.8M
23,244
+79%
增持
—
LINDE PLC
+$1.7M
3,457
+3357%
增持
AXON
AXON ENTERPRISE INC
+$1.7M
20,335
+66%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.7M
13,090
+2882%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$1.7M
0
-100%
增持
HUBS
HUBSPOT INC
-$1.6M
11,364
+4%
清仓
SLM
SLM CORP
-$1.6M
0
-100%
建仓
SEI
SOLARIS ENERGY INFRAS INC
+$1.5M
27,283
清仓
PGR
PROGRESSIVE CORP
-$1.5M
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$1.5M
20,932
增持
CBRE
CBRE GROUP INC
+$1.4M
27,934
+89%
增持
DRI
DARDEN RESTAURANTS INC
+$1.4M
26,122
+29%
增持
IDXX
IDEXX LABS INC
-$1.4M
13,248
+2%
增持
DHI
D R HORTON INC
+$1.4M
29,798
+58%
增持
ENTG
ENTEGRIS INC
+$1.4M
39,538
+2%
增持
WFC
WELLS FARGO & CO
+$1.3M
58,845
+63%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$1.3M
38,509
+20%
建仓
DOV
DOVER CORP
+$1.3M
6,259
减持
ORCL
ORACLE CORP
-$1.3M
25,656
-1%
增持
ZG
ZILLOW GROUP INC
-$1.3M
49,000
+2%
增持
AXP
AMERICAN EXPRESS CO
-$1.2M
26,502
+6%
减持
COR
CENCORA INC
-$1.2M
32,185
-4%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$1.1M
18,258
+2%
增持
ARES
ARES MANAGEMENT CORPORATION
-$1.1M
67,783
+29%
清仓
AVAV
AEROVIRONMENT INC
-$1.1M
0
-100%
增持
PODD
INSULET CORP
-$1.0M
16,219
+4%
增持
—
EATON CORP PLC
+$1.0M
18,562
+5%
增持
AFRM
AFFIRM HLDGS INC
-$990.9K
36,153
+2%
增持
JBL
JABIL INC
+$978.2K
19,983
+5%
增持
MA
MASTERCARD INCORPORATED
-$935.0K
25,985
+7%
增持
WING
WINGSTOP INC
-$898.2K
11,274
+2%
增持
BKNG
BOOKING HOLDINGS INC
-$884.6K
1,273
+9%
减持
KKR
KKR & CO INC
-$881.5K
375
-95%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$862.4K
28,422
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$852.6K
15,926
+6%
建仓
EQT
EQT CORP
+$814.5K
12,799
增持
KMI
KINDER MORGAN INC DEL
+$809.2K
28,071
+485%
减持
WMT
WALMART INC
+$800.4K
67,197
-1%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$794.7K
26,902
+20%
增持
DE
DEERE & CO
+$775.7K
5,555
+10%
增持
DDOG
DATADOG INC
-$771.8K
49,008
+2%
减持
TSLA
TESLA INC
-$758.1K
9,037
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$740.5K
13,241
-1%
增持
ALAB
ASTERA LABS INC
-$697.4K
25,206
+21%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$692.0K
20,382
减持
JPM
JPMORGAN CHASE & CO
-$691.0K
22,697
-1%
减持
MSCI
MSCI INC
-$676.8K
12,189
-3%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$674.6K
7,994
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$669.5K
68,817
+16%
减持
RL
RALPH LAUREN CORP
-$647.4K
8,739
-15%
增持
LPLA
LPL FINL HLDGS INC
+$586.8K
19,260
+32%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
-$577.7K
41,507
+2%
减持
BAC
BANK AMERICA CORP
-$565.7K
84,294
-1%
增持
CRM
SALESFORCE INC
-$544.1K
8,817
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$540.6K
51,867
+11%
减持
CAT
CATERPILLAR INC
+$512.5K
3,881
-1%
增持
VMC
VULCAN MATLS CO
+$494.2K
117,672
+6%
增持
URI
UNITED RENTALS INC
-$491.7K
7,261
+2%
减持
COF
CAPITAL ONE FINL CORP
-$460.5K
7,445
-1%
增持
VST
VISTRA CORP
+$415.5K
75,177
+11%
增持
NOW
SERVICENOW INC
-$404.1K
11,558
+10%
增持
JLL
JONES LANG LASALLE INC
-$397.2K
14,866
+2%
增持
—
FERRARI N V
+$396.4K
9,283
+25%
增持
—
TE CONNECTIVITY PLC
-$392.1K
26,472
+2%
增持
ONTO
ONTO INNOVATION INC
+$372.6K
6,097
+10%
增持
MRVL
MARVELL TECHNOLOGY INC
+$370.4K
23,989
+2%
减持
MRK
MERCK & CO INC
+$367.5K
25,811
-1%
增持
TKO
TKO GROUP HOLDINGS INC
+$332.1K
17,086
+15%
增持
TSCO
TRACTOR SUPPLY CO
-$331.2K
84,851
+2%
减持
OXY
OCCIDENTAL PETE CORP
-$316.8K
1,904
-82%
增持
VEEV
VEEVA SYS INC
-$306.3K
19,579
+17%
增持
ROK
ROCKWELL AUTOMATION INC
-$301.7K
19,014
+4%
减持
MCK
MCKESSON CORP
+$295.3K
7,881
-1%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$288.8K
11,422
+9%
减持
—
FABRINET
-$280.0K
7,080
-19%
增持
FERG
FERGUSON ENTERPRISES INC
+$267.6K
18,811
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
-$261.3K
11,011
+10%
建仓
MU
MICRON TECHNOLOGY INC
+$239.9K
710
增持
CPNG
COUPANG INC
-$236.6K
233,435
+19%
减持
LRCX
LAM RESEARCH CORP
+$226.1K
21,127
-16%
减持
BURL
BURLINGTON STORES INC
+$199.6K
14,628
-7%
增持
—
SHARKNINJA INC
-$197.2K
47,029
+2%
减持
TXN
TEXAS INSTRS INC
+$191.0K
9,839
-1%
增持
EXPE
EXPEDIA GROUP INC
+$184.5K
29,849
+26%
增持
EMR
EMERSON ELEC CO
+$181.6K
18,247
+10%
