Silvant Capital Management LLC
CIK: 0001738728SEC EDGAR →
Portfolio Value
$3.0B
Holdings
311
As of
Q4 2025
New Positions
309
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 2,020,315 | $376.0M | 12.70% |
| 2 | MICROSOFT CORP | 615,481 | $296.0M | 10.00% |
| 3 | APPLE INC | 875,781 | $237.0M | 8.01% |
| 4 | ALPHABET INC | 590,609 | $183.0M | 6.18% |
| 5 | AMAZON COM INC | 675,789 | $155.0M | 5.24% |
| 6 | ELI LILLY & CO | 106,375 | $113.0M | 3.82% |
| 7 | META PLATFORMS INC | 172,142 | $112.0M | 3.78% |
| 8 | BROADCOM INC | 295,485 | $101.0M | 3.41% |
| 9 | VISA INC | 253,919 | $88.0M | 2.97% |
| 10 | GE AEROSPACE | 254,833 | $78.0M | 2.64% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 45 | $1.3B | 46.7% |
| Communication Services | 13 | $388.0M | 13.8% |
| Consumer Cyclical | 42 | $362.0M | 12.9% |
| Healthcare | 31 | $208.0M | 7.4% |
| Industrials | 44 | $208.0M | 7.4% |
| Financial Services | 45 | $169.0M | 6.0% |
| Utilities | 17 | $63.0M | 2.2% |
| Unknown | 20 | $41.0M | 1.5% |
| Basic Materials | 10 | $31.0M | 1.1% |
| Consumer Defensive | 13 | $20.0M | 0.7% |
| Real Estate | 15 | $6.0M | 0.2% |
| Energy | 16 | $3.0M | 0.1% |