EdgeMarket › What Silvant Capital Management Llc reported owning
What Silvant Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
315Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 372.1M | 12.9% | 2.1M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 242.2M | 8.4% | 654.4K | 483.24 | -4.4% |
| AAPL Apple Inc. | 235.8M | 8.1% | 929.1K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 180.3M | 6.2% | 627.0K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 147.9M | 5.1% | 709.9K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 116.0M | 4.0% | 374.7K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 105.1M | 3.6% | 183.7K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 103.3M | 3.6% | 112.3K | 1,255.40 | +78.0% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 83.9M | 2.9% | 305.0K | 292.00 | -11.3% |
| V VISA INC. | 81.9M | 2.8% | 270.8K | 371.04 | +7.9% |
| GEV GE Vernova Inc. | 79.3M | 2.7% | 90.8K | 956.85 | +58.3% |
| GE GENERAL ELECTRIC CO | 78.7M | 2.7% | 277.2K | 348.37 | +30.7% |
| NFLX NETFLIX INC | 72.6M | 2.5% | 755.4K | 79.59 | -34.4% |
| ISRG INTUITIVE SURGICAL INC | 44.7M | 1.5% | 97.0K | 378.81 | -21.2% |
| FICO FAIR ISAAC CORP | 39.0M | 1.3% | 36.5K | 1,172.67 | -12.8% |
| PLTR Palantir Technologies Inc. | 35.2M | 1.2% | 240.3K | 179.94 | +15.3% |
| VMC Vulcan Materials CO | 32.0M | 1.1% | 117.7K | 276.04 | -3.6% |
| ADSK Autodesk, Inc. | 28.6M | 1.0% | 119.3K | 253.82 | -12.1% |
| HON HONEYWELL INTERNATIONAL INC | 25.7M | 0.9% | 113.8K | 215.90 | -50.3% |
| ARM ARM HOLDINGS PLC /UK | 25.5M | 0.9% | 168.6K | 243.32 | +85.5% |
| ASML ASML HOLDING NV | 25.4M | 0.9% | 19.2K | 1,763.76 | +135.3% |
| APP AppLovin Corp | 22.4M | 0.8% | 56.4K | 305.77 | -25.9% |
| LVS LAS VEGAS SANDS CORP | 22.3M | 0.8% | 413.9K | 47.03 | -12.3% |
| MELI MERCADOLIBRE INC | 21.8M | 0.8% | 12.6K | 1,922.73 | -17.7% |
| VRT Vertiv Holdings Co | 19.3M | 0.7% | 77.1K | 261.95 | +105.4% |
| NET Cloudflare, Inc. | 17.6M | 0.6% | 85.5K | 293.14 | +51.7% |
| COST COSTCO WHOLESALE CORP /NEW | 16.7M | 0.6% | 16.8K | 947.74 | -4.7% |
| HWM Howmet Aerospace Inc. | 16.7M | 0.6% | 72.5K | 271.68 | +58.0% |
| PWR QUANTA SERVICES, INC. | 15.2M | 0.5% | 27.7K | 639.34 | +70.1% |
| GOOG Alphabet Inc. | 14.6M | 0.5% | 51.0K | 341.75 | +70.7% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 14.3M | 0.5% | 13.1K | 1,316.28 | +59.3% |
| MA Mastercard Inc | 13.0M | 0.4% | 26.0K | 580.63 | -2.0% |
| HLT Hilton Worldwide Holdings Inc. | 12.7M | 0.4% | 41.8K | 326.63 | +21.0% |
| VST Vistra Corp. | 11.3M | 0.4% | 75.2K | 136.21 | -29.4% |
| WDAY Workday, Inc. | 10.8M | 0.4% | 83.0K | 200.01 | -12.1% |
| TJX TJX COMPANIES INC /DE/ | 10.2M | 0.4% | 63.9K | 140.53 | +1.6% |
| COR Cencora, Inc. | 10.1M | 0.3% | 32.2K | 318.04 | +4.7% |
| TT Trane Technologies plc | 9.5M | 0.3% | 22.9K | 453.43 | +6.4% |
| AXON AXON ENTERPRISE, INC. | 8.6M | 0.3% | 20.3K | 627.75 | -17.5% |
| WMT Walmart Inc. | 8.4M | 0.3% | 67.2K | 103.70 | +1.1% |
| AXP AMERICAN EXPRESS CO | 8.0M | 0.3% | 26.5K | 336.00 | +8.9% |
| NTRA Natera, Inc. | 7.7M | 0.3% | 38.7K | 332.03 | +106.7% |
| IDXX IDEXX LABORATORIES INC /DE | 7.4M | 0.3% | 13.2K | 556.93 | -13.0% |
| ARES Ares Management Corp | 7.4M | 0.3% | 67.8K | 141.25 | -21.1% |
| SPGI S&P Global Inc. | 7.4M | 0.3% | 17.3K | 431.29 | -22.6% |
| CVNA CARVANA CO. | 7.3M | 0.3% | 23.3K | 69.91 | +3.2% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 7.3M | 0.3% | 29.1K | 297.57 | +54.3% |
| EXPE Expedia Group, Inc. | 6.9M | 0.2% | 29.8K | 321.63 | +56.4% |
| ROK ROCKWELL AUTOMATION, INC | 6.8M | 0.2% | 19.0K | 437.08 | +28.7% |
| MCK MCKESSON CORP | 6.8M | 0.2% | 7.9K | 858.90 | +22.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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