Silvant Capital Management LLC 13F 持仓 · 2026年Q2
Silvant Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 385 只证券，申报市值合计 34.37 亿美元。前几大持仓：NVDA（12.66%）、GOOGL（10.40%）、AVGO（5.19%）。本季前 25 大持仓中：新建仓 4 只、增持 17 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $435.0M | 12.66% | 2.2M | 增持 |
| 2 | GOOGL | ALPHABET INC | $357.5M | 10.40% | 1.0M | 增持 |
| 3 | AVGO | BROADCOM INC | $178.5M | 5.19% | 472,537 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $154.9M | 4.51% | 415,363 | 减持 |
| 5 | LLY | ELI LILLY & CO | $138.0M | 4.02% | 115,077 | 增持 |
| 6 | AAPL | APPLE INC | $136.1M | 3.96% | 470,182 | 减持 |
| 7 | GEV | GE VERNOVA INC | $108.2M | 3.15% | 92,085 | 增持 |
| 8 | GE | GE AEROSPACE | $105.3M | 3.06% | 281,716 | 增持 |
| 9 | META | META PLATFORMS INC | $105.3M | 3.06% | 186,856 | 增持 |
| 10 | RCL | ROYAL CARIBBEAN GROUP | $99.8M | 2.90% | 314,249 | 增持 |
| 11 | V | VISA INC | $94.4M | 2.75% | 275,048 | 增持 |
| 12 | ARM | ARM HOLDINGS PLC | $61.3M | 1.78% | 172,817 | 增持 |
| 13 | AMZN | AMAZON COM INC | $60.1M | 1.75% | 252,013 | 减持 |
| 14 | TER | TERADYNE INC | $57.1M | 1.66% | 118,047 | 新建仓 |
| 15 | NFLX | NETFLIX INC. | $53.5M | 1.56% | 749,271 | 减持 |
| 16 | ASML | ASML HLDG NV | $48.1M | 1.40% | 24,166 | 增持 |
| 17 | FICO | FAIR ISAAC CORP | $46.7M | 1.36% | 39,074 | 增持 |
| 18 | SNDK | SANDISK CORP | $44.5M | 1.29% | 19,555 | 新建仓 |
| 19 | CIEN | CIENA CORP | $42.2M | 1.23% | 85,974 | 新建仓 |
| 20 | ISRG | INTUITIVE SURGICAL INC | $39.3M | 1.14% | 98,722 | 增持 |
| 21 | WDC | WESTERN DIGITAL CORP | $36.8M | 1.07% | 57,622 | 新建仓 |
| 22 | VMC | VULCAN MATLS CO | $35.1M | 1.02% | 119,115 | 增持 |
| 23 | APP | APPLOVIN CORP | $33.8M | 0.98% | 65,584 | 增持 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $33.4M | 0.97% | 286,514 | 增持 |
| 25 | ADSK | AUTODESK INC | $23.5M | 0.69% | 121,094 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR