Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Silvant Capital Management LLC (CIK 1738728) reported $2.89B across 312 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($372.1M, 12.86%), MSFT ($242.2M, 8.37%), AAPL ($235.8M, 8.15%), GOOGL ($180.3M, 6.23%), AMZN ($147.9M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $372.1M | 12.86% | 2.1M | Added |
| 2 | MSFT | MICROSOFT CORP | $242.2M | 8.37% | 654,356 | Added |
| 3 | AAPL | APPLE INC | $235.8M | 8.15% | 929,139 | Added |
| 4 | GOOGL | ALPHABET INC | $180.3M | 6.23% | 626,966 | Added |
| 5 | AMZN | AMAZON COM INC | $147.9M | 5.11% | 709,934 | Added |
| 6 | AVGO | BROADCOM INC | $116.0M | 4.01% | 374,690 | Added |
| 7 | META | META PLATFORMS INC | $105.1M | 3.63% | 183,735 | Added |
| 8 | LLY | ELI LILLY & CO | $103.3M | 3.57% | 112,338 | Added |
| 9 | RCL | ROYAL CARIBBEAN GROUP | $83.9M | 2.90% | 305,043 | Added |
| 10 | V | VISA INC | $81.9M | 2.83% | 270,827 | Added |
| 11 | GEV | GE VERNOVA INC | $79.3M | 2.74% | 90,802 | Added |
| 12 | GE | GE AEROSPACE | $78.7M | 2.72% | 277,207 | Added |
| 13 | NFLX | NETFLIX INC. | $72.6M | 2.51% | 755,395 | Added |
| 14 | ISRG | INTUITIVE SURGICAL INC | $44.7M | 1.55% | 97,003 | Added |
| 15 | FICO | FAIR ISAAC CORP | $39.0M | 1.35% | 36,547 | Added |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $35.2M | 1.21% | 240,330 | Trimmed |
| 17 | VMC | VULCAN MATLS CO | $32.0M | 1.11% | 117,672 | Added |
| 18 | ADSK | AUTODESK INC | $28.6M | 0.99% | 119,318 | Added |
| 19 | HON | HONEYWELL INTL INC | $25.7M | 0.89% | 113,795 | Added |
| 20 | ASML | ASML HLDG NV | $25.4M | 0.88% | 19,250 | Added |
| 21 | ARM | ARM HOLDINGS PLC | $25.5M | 0.88% | 168,598 | Added |
| 22 | APP | APPLOVIN CORP | $22.4M | 0.78% | 56,354 | Added |
| 23 | LVS | LAS VEGAS SANDS CORP | $22.3M | 0.77% | 413,894 | Added |
| 24 | MELI | MERCADOLIBRE INC | $21.8M | 0.75% | 12,625 | Added |
| 25 | VRT | VERTIV HOLDINGS CO | $19.3M | 0.67% | 77,108 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31