Silvant Capital Management LLC Top Holdings and 13F Report (2026)

About Silvant Capital Management LLC

Investment Activity

Silvant Capital Management LLC has $2.89 billion in total holdings as of March 31, 2026.
Silvant Capital Management LLC owns shares of 315 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 9.11% of the portfolio was purchased this quarter.
About 2.38% of the portfolio was sold this quarter.
This quarter, Silvant Capital Management LLC has purchased 311 new stocks and bought additional shares in 104 stocks.
Silvant Capital Management LLC sold shares of 48 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA: $372,110,130
Microsoft: $242,222,960
Apple: $235,806,187
Alphabet: $180,290,343
Amazon.com: $147,857,955

Largest New Holdings this Quarter

88262P102 - Texas Pacific Land: $5,541,912 Holding
422806109 - Heico: $4,605,189 Holding
773121108 - ROCKET LAB CORP: $4,493,088 Holding
199908104 - Comfort Systems USA: $3,993,555 Holding
879360105 - Teledyne Technologies: $3,976,126 Holding

Largest Purchases this Quarter

Broadcom: 79,205 shares (about $24.51M)
NVIDIA: 113,344 shares (about $19.77M)
Microsoft: 38,875 shares (about $14.39M)
Apple: 53,358 shares (about $13.54M)
Netflix: 126,895 shares (about $12.20M)

Largest Sales this Quarter

Analog Devices: 14,385 shares (about $4.58M)
Union Pacific: 9,090 shares (about $2.21M)
Ulta Beauty: 3,977 shares (about $2.08M)
Cintas: 11,308 shares (about $1.91M)
Quanta Services: 3,342 shares (about $1.83M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$372,110,130	$19,767,194 â–²	5.6%	2,133,659	12.9%	Computer and Technology
MSFT Microsoft	$242,222,960	$14,390,359 â–²	6.3%	654,356	8.4%	Computer and Technology
AAPL Apple	$235,806,187	$13,541,727 â–²	6.1%	929,139	8.1%	Computer and Technology
GOOGL Alphabet	$180,290,343	$10,454,819 â–²	6.2%	626,966	6.2%	Computer and Technology
AMZN Amazon.com	$147,857,955	$7,111,379 â–²	5.1%	709,934	5.1%	Retail/Wholesale
AVGO Broadcom	$115,970,302	$24,514,740 â–²	26.8%	374,690	4.0%	Computer and Technology
META Meta Platforms	$105,120,305	$6,632,703 â–²	6.7%	183,735	3.6%	Computer and Technology
LLY Eli Lilly and Company	$103,325,123	$5,484,589 â–²	5.6%	112,338	3.6%	Medical
RCL Royal Caribbean Cruises	$83,941,733	$5,512,681 â–²	7.0%	305,043	2.9%	Consumer Discretionary
V Visa	$81,854,752	$5,110,274 â–²	6.7%	270,827	2.8%	Business Services
GE VERNOVA INC	$79,261,065	$6,678,558 â–²	9.2%	90,802	2.7%	COM
GE GE Aerospace	$78,663,030	$6,349,070 â–²	8.8%	277,207	2.7%	Aerospace
NFLX Netflix	$72,631,229	$12,200,954 â–²	20.2%	755,395	2.5%	Consumer Discretionary
ISRG Intuitive Surgical	$44,717,413	$2,941,577 â–²	7.0%	97,003	1.5%	Medical
FICO Fair Isaac	$39,015,385	$2,514,057 â–²	6.9%	36,547	1.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$35,155,472	$930,926 â–¼	-2.6%	240,330	1.2%	CL A
VMC Vulcan Materials	$32,042,086	$1,923,255 â–²	6.4%	117,672	1.1%	Construction
ADSK Autodesk	$28,564,729	$1,772,757 â–²	6.6%	119,318	1.0%	Computer and Technology
HON Honeywell International	$25,721,084	$71,878 â–²	0.3%	113,795	0.9%	Multi-Sector Conglomerates
ARM HOLDINGS PLC	$25,505,506	$10,508,212 â–²	70.1%	168,598	0.9%	SPONSORED ADS
ASML ASML	$25,425,978	$1,530,842 â–²	6.4%	19,250	0.9%	Computer and Technology
APPLOVIN CORP	$22,428,892	$263,078 â–²	1.2%	56,354	0.8%	COM CL A
LVS Las Vegas Sands	$22,300,609	$1,342,366 â–²	6.4%	413,894	0.8%	Consumer Discretionary
MELI MercadoLibre	$21,828,877	$1,295,036 â–²	6.3%	12,625	0.8%	Retail/Wholesale
VRT Vertiv	$19,321,723	$1,709,457 â–¼	-8.1%	77,108	0.7%	Computer and Technology
NET Cloudflare	$17,646,816	$3,193,937 â–²	22.1%	85,523	0.6%	Computer and Technology
COST Costco Wholesale	$16,746,003	$1,028,316 â–²	6.5%	16,806	0.6%	Retail/Wholesale
HWM Howmet Aerospace	$16,712,038	$933,593 â–²	5.9%	72,516	0.6%	Aerospace
PWR Quanta Services	$15,232,011	$1,834,825 â–¼	-10.8%	27,744	0.5%	Construction
GOOG Alphabet	$14,639,900	$1,383,526 â–²	10.4%	51,035	0.5%	Computer and Technology
MPWR Monolithic Power Systems	$14,329,445	$230,697 â–²	1.6%	13,106	0.5%	Computer and Technology
MA Mastercard	$12,983,665	$801,455 â–²	6.6%	25,985	0.4%	Business Services
HLT Hilton Worldwide	$12,707,503	$1,155,200 â–²	10.0%	41,790	0.4%	Consumer Discretionary
VST Vistra	$11,301,359	$1,157,691 â–²	11.4%	75,177	0.4%	Utilities
WDAY Workday	$10,786,219	$670,127 â–²	6.6%	83,022	0.4%	Computer and Technology
TJX TJX Companies	$10,208,343	$528,926 â–¼	-4.9%	63,922	0.4%	Retail/Wholesale
COR Cencora	$10,110,596	$392,675 â–¼	-3.7%	32,185	0.3%	Medical
TT Trane Technologies	$9,539,179	$2,232,476 â–²	30.6%	22,890	0.3%	Construction
AXON Axon Enterprise	$8,636,071	$3,424,700 â–²	65.7%	20,335	0.3%	Aerospace
WALMART INC	$8,351,243	$71,834 â–¼	-0.9%	67,197	0.3%	COM
AXP American Express	$8,016,325	$479,431 â–²	6.4%	26,502	0.3%	Finance
NTRA Natera	$7,739,813	$4,635,168 â–²	149.3%	38,701	0.3%	Medical
IDXX IDEXX Laboratories	$7,443,919	$119,683 â–²	1.6%	13,248	0.3%	Medical
ARES Ares Management	$7,395,125	$1,659,411 â–²	28.9%	67,783	0.3%	Finance
SPGI S&P Global	$7,377,522	$364,942 â–¼	-4.7%	17,345	0.3%	Finance
CVNA Carvana	$7,336,686	$536,961 â–²	7.9%	23,337	0.3%	Retail/Wholesale
WAB Wabtec	$7,266,883	$1,288,036 â–¼	-15.1%	29,078	0.3%	Transportation
EXPE Expedia Group	$6,891,836	$1,425,515 â–²	26.1%	29,849	0.2%	Retail/Wholesale
ROK Rockwell Automation	$6,823,744	$251,216 â–²	3.8%	19,014	0.2%	Computer and Technology
MCK McKesson	$6,819,902	$63,171 â–¼	-0.9%	7,881	0.2%	Medical
JPM JPMorgan Chase & Co.	$6,676,549	$49,419 â–¼	-0.7%	22,697	0.2%	Finance
ETN Eaton	$6,639,071	$309,742 â–²	4.9%	18,562	0.2%	Industrials
REDDIT INC	$6,610,507	$961,536 â–²	17.0%	49,094	0.2%	CL A
MSCI MSCI	$6,569,993	$238,242 â–¼	-3.5%	12,189	0.2%	Finance
AMAT Applied Materials	$6,268,087	$598,133 â–²	10.5%	18,339	0.2%	Computer and Technology
CRWD CrowdStrike	$6,217,670	$329,116 â–²	5.6%	15,926	0.2%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$6,041,024	$97,276 â–²	1.6%	18,258	0.2%	Medical
LYV Live Nation Entertainment	$5,873,008	$987,807 â–²	20.2%	38,509	0.2%	Consumer Discretionary
LPLA LPL Financial	$5,793,986	$1,408,185 â–²	32.1%	19,260	0.2%	Finance
DDOG Datadog	$5,785,394	$93,259 â–²	1.6%	49,008	0.2%	Computer and Technology
STRL Sterling Infrastructure	$5,624,399	$581,174 â–²	11.5%	13,810	0.2%	Construction
TPL Texas Pacific Land	$5,541,912	$5,541,912 â–²	New Holding	11,678	0.2%	Energy
TE CONNECTIVITY PLC	$5,533,177	$89,461 â–²	1.6%	26,472	0.2%	ORD SHS
BKNG Booking	$5,359,738	$450,504 â–²	9.2%	1,273	0.2%	Retail/Wholesale
JBL Jabil	$5,308,084	$264,036 â–²	5.2%	19,983	0.2%	Computer and Technology
URI United Rentals	$5,290,074	$85,242 â–²	1.6%	7,261	0.2%	Construction
FITB Fifth Third Bancorp	$5,280,458	$85,208 â–²	1.6%	113,656	0.2%	Finance
DRI Darden Restaurants	$5,120,957	$1,151,147 â–²	29.0%	26,122	0.2%	Retail/Wholesale
SN SharkNinja	$4,980,371	$80,378 â–²	1.6%	47,029	0.2%	Retail/Wholesale
ORLY O'Reilly Automotive	$4,787,843	$489,428 â–²	11.4%	51,867	0.2%	Retail/Wholesale
BURL Burlington Stores	$4,759,659	$377,115 â–¼	-7.3%	14,628	0.2%	Retail/Wholesale
WFC Wells Fargo & Company	$4,684,650	$1,802,848 â–²	62.6%	58,845	0.2%	Finance
NRG NRG Energy	$4,658,213	$498,776 â–²	12.0%	31,875	0.2%	Utilities
ENTG Entegris	$4,635,435	$74,799 â–²	1.6%	39,538	0.2%	Computer and Technology
HEI Heico	$4,605,189	$4,605,189 â–²	New Holding	16,795	0.2%	Aerospace
JLL Jones Lang LaSalle	$4,524,021	$73,037 â–²	1.6%	14,866	0.2%	Finance
TPR Tapestry	$4,516,508	$351,082 â–¼	-7.2%	32,007	0.2%	Retail/Wholesale
LAM RESEARCH CORP	$4,513,995	$837,975 â–¼	-15.7%	21,127	0.2%	COM NEW
ROCKET LAB CORP	$4,493,088	$4,493,088 â–²	New Holding	69,964	0.2%	COM
MCHP Microchip Technology	$4,446,266	$616,767 â–²	16.1%	68,817	0.2%	Computer and Technology
CPNG Coupang	$4,407,253	$690,612 â–²	18.6%	233,435	0.2%	Retail/Wholesale
FERGUSON ENTERPRISES INC	$4,387,854	$70,911 â–²	1.6%	18,811	0.2%	COMMON STOCK NEW
RSG Republic Services	$4,196,204	$36,795 â–¼	-0.9%	19,159	0.1%	Business Services
DECK Deckers Outdoor	$4,194,472	$2,320,387 â–²	123.8%	41,907	0.1%	Retail/Wholesale
BAC Bank of America	$4,109,333	$34,466 â–¼	-0.8%	84,294	0.1%	Finance
DHI D.R. Horton	$4,088,882	$1,502,834 â–²	58.1%	29,798	0.1%	Construction
MTD Mettler-Toledo International	$4,086,288	$461,599 â–²	12.7%	3,240	0.1%	Medical
FIX Comfort Systems USA	$3,993,555	$3,993,555 â–²	New Holding	2,896	0.1%	Construction
TDY Teledyne Technologies	$3,976,126	$3,976,126 â–²	New Holding	6,572	0.1%	Aerospace
SPY SPDR S&P 500 ETF Trust	$3,931,305		0.0%	6,045	0.1%	Finance
CHRW C.H. Robinson Worldwide	$3,860,131	$1,698,730 â–²	78.6%	23,244	0.1%	Transportation
MCD McDonald's	$3,852,553	$30,457 â–¼	-0.8%	12,396	0.1%	Retail/Wholesale
TSCO Tractor Supply	$3,843,750	$62,016 â–²	1.6%	84,851	0.1%	Retail/Wholesale
CBRE CBRE Group	$3,783,940	$1,780,757 â–²	88.9%	27,934	0.1%	Finance
ORCL Oracle	$3,774,254	$30,599 â–¼	-0.8%	25,656	0.1%	Computer and Technology
FN Fabrinet	$3,692,362	$857,900 â–¼	-18.9%	7,080	0.1%	Computer and Technology
CB Chubb	$3,528,192	$29,008 â–¼	-0.8%	10,825	0.1%	Finance
RTX RTX	$3,486,861	$28,356 â–¼	-0.8%	18,076	0.1%	Aerospace
TKO GROUP HOLDINGS INC	$3,445,392	$441,614 â–²	14.7%	17,086	0.1%	CL A
VEEV Veeva Systems	$3,439,247	$491,848 â–²	16.7%	19,579	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Silvant Capital Management LLC Top Holdings and 13F Report (2026)

About Silvant Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Silvant Capital Management LLC Top Holdings and 13F Report (2026)

About Silvant Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilvant Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools