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Silvant Capital Management LLC 13F holdings

Filed 2026-08-11 · Silvant Capital Management LLC · 521 positions · $3.4B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION1.8M$356.2M10.4%
GOOGLALPHABET INC829.3K$296.4M8.6%
AVGOBROADCOM INC392.5K$148.3M4.3%
MSFTMICROSOFT CORP327.7K$122.2M3.6%
LLYELI LILLY & CO97.3K$116.7M3.4%
AAPLAPPLE INC353.1K$102.2M3.0%
GEVGE VERNOVA INC82.3K$96.7M2.8%
GEGE AEROSPACE250.9K$93.8M2.7%
RCLROYAL CARIBBEAN GROUP287.4K$91.3M2.7%
METAMETA PLATFORMS INC158.1K$89.1M2.6%
VVISA INC244.6K$83.9M2.4%
NVDANVIDIA CORPORATION393.4K$78.7M2.3%
GOOGLALPHABET INC170.8K$61.0M1.8%
ARMARM HOLDINGS PLC148.3K$52.6M1.5%
TERTERADYNE INC107.4K$52.0M1.5%
NFLXNETFLIX INC.635.1K$45.3M1.3%
AMZNAMAZON COM INC189.3K$45.1M1.3%
FICOFAIR ISAAC CORP36.2K$43.2M1.3%
ASMLASML HLDG NV21.5K$42.7M1.2%
CIENCIENA CORP76.2K$37.4M1.1%
SNDKSANDISK CORP16.2K$36.8M1.1%
ISRGINTUITIVE SURGICAL INC86.6K$34.4M1.0%
AAPLAPPLE INC117.1K$33.9M1.0%
MSFTMICROSOFT CORP87.6K$32.7M1.0%
VMCVULCAN MATLS CO109.8K$32.4M0.9%
WDCWESTERN DIGITAL CORP47.6K$30.4M0.9%
AVGOBROADCOM INC79.9K$30.2M0.9%
APPAPPLOVIN CORP56.1K$28.9M0.8%
PLTRPALANTIR TECHNOLOGIES INC245.4K$28.6M0.8%
LLYELI LILLY & CO17.8K$21.3M0.6%
ADSKAUTODESK INC107.8K$21.0M0.6%
MELIMERCADOLIBRE INC11.5K$19.5M0.6%
NETCLOUDFLARE INC75.3K$18.5M0.5%
LVSLAS VEGAS SANDS CORP383.2K$17.7M0.5%
DDOGDATADOG INC66.6K$17.3M0.5%
METAMETA PLATFORMS INC28.7K$16.2M0.5%
AMZNAMAZON COM INC62.7K$14.9M0.4%
SNOWSNOWFLAKE INC57.5K$14.6M0.4%
AMATAPPLIED MATLS INC19.6K$14.2M0.4%
FIXCOMFORT SYS USA INC6.5K$12.8M0.4%
GOOGALPHABET INC34.8K$12.3M0.4%
AXONAXON ENTERPRISE INC21.4K$12.0M0.3%
HONHONEYWELL INTL INC53.5K$12.0M0.3%
CORCENCORA INC42.1K$11.9M0.3%
LITELUMENTUM HLDGS INC13.8K$11.9M0.3%
HONAHONEYWELL AEROSPACE INC53.5K$11.8M0.3%
GEGE AEROSPACE30.8K$11.5M0.3%
GEVGE VERNOVA INC9.7K$11.5M0.3%
ALABASTERA LABS INC23.3K$11.3M0.3%
RKLBROCKET LAB CORP106.5K$10.8M0.3%
MCHPMICROCHIP TECHNOLOGY INC.118.4K$10.8M0.3%
HOODROBINHOOD MKTS INC106.8K$10.7M0.3%
ARESARES MANAGEMENT CORPORATION95.2K$10.6M0.3%
VVISA INC30.4K$10.4M0.3%
VSTVISTRA CORP64.6K$10.3M0.3%
COSTCOSTCO WHOLESALE CORPORATION10.6K$9.9M0.3%
ROKROCKWELL AUTOMATION INC19.1K$9.4M0.3%
HEIHEICO CORP NEW26.3K$9.4M0.3%
NTRANATERA INC34.4K$9.3M0.3%
LYVLIVE NATION ENTERTAINMENT IN50.1K$9.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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