Silvant Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.89B
Q ending 2026-03-31
Prior quarter
$2.96B
Q ending 2025-12-31
Change
-2.3% QoQ · +33.1% YoY
Positions
315
reported holdings
Largest positions
Top 100 of 315 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $372.1M | 2.1M |
| Microsoft Corp | MSFT | Shares | $242.2M | 654K |
| Apple Inc | AAPL | Shares | $235.8M | 929K |
| Alphabet Inc | GOOGL | Shares | $180.3M | 627K |
| Amazon Com Inc | AMZN | Shares | $147.9M | 710K |
| Broadcom Inc | AVGO | Shares | $116.0M | 375K |
| Meta Platforms Inc | META | Shares | $105.1M | 184K |
| Eli Lilly & Co | LLY | Shares | $103.3M | 112K |
| Royal Caribbean Group | Shares | $83.9M | 305K | |
| Visa Inc | V | Shares | $81.9M | 271K |
| Ge Vernova Inc | GEV | Shares | $79.3M | 91K |
| Ge Aerospace | GE | Shares | $78.7M | 277K |
| Netflix Inc. | NFLX | Shares | $72.6M | 755K |
| Intuitive Surgical Inc | ISRG | Shares | $44.7M | 97K |
| Fair Isaac Corp | FICO | Shares | $39.0M | 37K |
| Palantir Technologies Inc | PLTR | Shares | $35.2M | 240K |
| Vulcan Matls Co | VMC | Shares | $32.0M | 118K |
| Autodesk Inc | ADSK | Shares | $28.6M | 119K |
| Honeywell Intl Inc | HONGBP | Shares | $25.7M | 114K |
| Arm Holdings Plc | ARM | Shares | $25.5M | 169K |
| Asml Hldg Nv | Shares | $25.4M | 19K | |
| Applovin Corp | APP | Shares | $22.4M | 56K |
| Las Vegas Sands Corp | LVS | Shares | $22.3M | 414K |
| Mercadolibre Inc | MELI | Shares | $21.8M | 13K |
| Vertiv Holdings Co | VRT | Shares | $19.3M | 77K |
| Cloudflare Inc | NET | Shares | $17.6M | 86K |
| Costco Wholesale Corporation | COST | Shares | $16.7M | 17K |
| Howmet Aerospace Inc | HWM | Shares | $16.7M | 73K |
| Quanta Svcs Inc | PWR | Shares | $15.2M | 28K |
| Alphabet Inc | GOOG | Shares | $14.6M | 51K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $14.3M | 13K |
| Mastercard Incorporated | MA | Shares | $13.0M | 26K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $12.7M | 42K |
| Vistra Corp | VST | Shares | $11.3M | 75K |
| Workday Inc | WDAY | Shares | $10.8M | 83K |
| Tjx Cos Inc New | TJX | Shares | $10.2M | 64K |
| Cencora Inc | COR | Shares | $10.1M | 32K |
| Trane Technologies Plc | Shares | $9.5M | 23K | |
| Axon Enterprise Inc | AXON | Shares | $8.6M | 20K |
| Walmart Inc | WMT | Shares | $8.4M | 67K |
| American Express Co | AXP | Shares | $8.0M | 27K |
| Natera Inc | NTRA | Shares | $7.7M | 39K |
| Idexx Labs Inc | IDXX | Shares | $7.4M | 13K |
| Ares Management Corporation | ARES | Shares | $7.4M | 68K |
| S&P Global Inc | SPGI | Shares | $7.4M | 17K |
| Carvana Co | CVNA | Shares | $7.3M | 23K |
| Wabtec | WAB | Shares | $7.3M | 29K |
| Expedia Group Inc | EXPE | Shares | $6.9M | 30K |
| Rockwell Automation Inc | ROK | Shares | $6.8M | 19K |
| Mckesson Corp | MCK | Shares | $6.8M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $6.7M | 23K |
| Eaton Corp Plc | Shares | $6.6M | 19K | |
| Reddit Inc | RDDT | Shares | $6.6M | 49K |
| Msci Inc | MSCI | Shares | $6.6M | 12K |
| Applied Matls Inc | AMAT | Shares | $6.3M | 18K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $6.2M | 16K |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $6.0M | 18K |
| Live Nation Entertainment In | LYV | Shares | $5.9M | 39K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $5.8M | 19K |
| Datadog Inc | DDOG | Shares | $5.8M | 49K |
| Sterling Infrastructure Inc | STRL | Shares | $5.6M | 14K |
| Texas Pacific Land Corporati | TPL | Shares | $5.5M | 12K |
| Te Connectivity Plc | Shares | $5.5M | 26K | |
| Booking Holdings Inc | BKNG | Shares | $5.4M | 1K |
| Jabil Inc | JBL | Shares | $5.3M | 20K |
| United Rentals Inc | URI | Shares | $5.3M | 7K |
| Fifth Third Bancorp | FITB | Shares | $5.3M | 114K |
| Darden Restaurants Inc | DRI | Shares | $5.1M | 26K |
| Sharkninja Inc | Shares | $5.0M | 47K | |
| Oreilly Automotive Inc | ORLY | Shares | $4.8M | 52K |
| Burlington Stores Inc | BURL | Shares | $4.8M | 15K |
| Wells Fargo & Co | WFC | Shares | $4.7M | 59K |
| Nrg Energy Inc | NRG | Shares | $4.7M | 32K |
| Entegris Inc | ENTG | Shares | $4.6M | 40K |
| Heico Corp New | HEI | Shares | $4.6M | 17K |
| Jones Lang Lasalle Inc | JLL | Shares | $4.5M | 15K |
| Tapestry Inc | TPR | Shares | $4.5M | 32K |
| Lam Research Corp | LRCX | Shares | $4.5M | 21K |
| Rocket Lab Corp | RKLB | Shares | $4.5M | 70K |
| Microchip Technology Inc. | MCHP | Shares | $4.4M | 69K |
| Coupang Inc | CPNG | Shares | $4.4M | 233K |
| Ferguson Enterprises Inc | FERG | Shares | $4.4M | 19K |
| Republic Svcs Inc | RSG | Shares | $4.2M | 19K |
| Deckers Outdoor Corp | DECK | Shares | $4.2M | 42K |
| Bank America Corp | BAC | Shares | $4.1M | 84K |
| D R Horton Inc | DHI | Shares | $4.1M | 30K |
| Mettler Toledo International | MTD | Shares | $4.1M | 3K |
| Comfort Sys Usa Inc | FIX | Shares | $4.0M | 3K |
| Teledyne Technologies Inc | TDY | Shares | $4.0M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.9M | 6K |
| C H Robinson Worldwide In | CHRW | Shares | $3.9M | 23K |
| Mcdonalds Corp | MCD | Shares | $3.9M | 12K |
| Tractor Supply Co | TSCO | Shares | $3.8M | 85K |
| Cbre Group Inc | CBRE | Shares | $3.8M | 28K |
| Oracle Corp | ORCL | Shares | $3.8M | 26K |
| Fabrinet | Shares | $3.7M | 7K | |
| Chubb Ltd Switz | Shares | $3.5M | 11K | |
| Rtx Corporation | RTX | Shares | $3.5M | 18K |
| Tko Group Holdings Inc | TKO | Shares | $3.4M | 17K |
| Veeva Sys Inc | VEEV | Shares | $3.4M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.