Silvant Capital Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.0T
Holdings
311
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (311 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,020,315 | $376.0B | 12.70% | |
| 2 | MSFTMICROSOFT CORP | 615,481 | $296.0B | 10.00% | |
| 3 | AAPLAPPLE INC | 875,781 | $237.0B | 8.01% | |
| 4 | GOOGLALPHABET INC | 590,609 | $183.0B | 6.18% | |
| 5 | AMZNAMAZON COM INC | 675,789 | $155.0B | 5.24% | |
| 6 | LLYELI LILLY & CO | 106,375 | $113.0B | 3.82% | |
| 7 | METAMETA PLATFORMS INC | 172,142 | $112.0B | 3.78% | |
| 8 | AVGOBROADCOM INC | 295,485 | $101.0B | 3.41% | |
| 9 | VVISA INC | 253,919 | $88.0B | 2.97% | |
| 10 | GEGE AEROSPACE | 254,833 | $78.0B | 2.64% | |
| 11 | RCLROYAL CARIBBEAN GROUP | 285,010 | $78.0B | 2.64% | |
| 12 | NFLXNETFLIX INC | 628,500 | $58.0B | 1.96% | |
| 13 | FICOFAIR ISAAC CORP | 34,192 | $57.0B | 1.93% | |
| 14 | GEVGE VERNOVA INC | 83,151 | $53.0B | 1.79% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 90,622 | $51.0B | 1.72% | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 246,694 | $43.0B | 1.45% | |
| 17 | APPAPPLOVIN CORP | 55,693 | $36.0B | 1.22% | |
| 18 | ADSKAUTODESK INC | 111,913 | $32.0B | 1.08% | |
| 19 | VMCVULCAN MATLS CO | 110,609 | $30.0B | 1.01% | |
| 20 | LVSLAS VEGAS SANDS CORP | 388,980 | $24.0B | 0.81% | |
| 21 | MLB1MERCADOLIBRE INC | 11,876 | $23.0B | 0.78% | |
| 22 | HONHONEYWELL INTL INC | 113,477 | $21.0B | 0.71% | |
| 23 | ASMLASML HOLDING N V | 18,091 | $19.0B | 0.64% | |
| 24 | WDAYWORKDAY INC | 77,864 | $16.0B | 0.54% | |
| 25 | HWMHOWMET AEROSPACE INC | 68,465 | $13.0B | 0.44% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 15,774 | $13.0B | 0.44% | |
| 27 | GOOGALPHABET INC | 46,212 | $13.0B | 0.44% | |
| 28 | MAMASTERCARD INCORPORATED | 24,381 | $13.0B | 0.44% | |
| 29 | PWRQUANTA SVCS INC | 31,086 | $13.0B | 0.44% | |
| 30 | VRTVERTIV HOLDINGS CO | 83,930 | $13.0B | 0.44% | |
| 31 | NETCLOUDFLARE INC | 70,044 | $12.0B | 0.41% | |
| 32 | MPWRMONOLITHIC PWR SYS INC | 12,895 | $11.0B | 0.37% | |
| 33 | ABGCENCORA INC | 33,435 | $11.0B | 0.37% | |
| 34 | ARMARM HOLDINGS PLC | 99,136 | $10.0B | 0.34% | |
| 35 | HLTHILTON WORLDWIDE HLDGS INC | 37,991 | $10.0B | 0.34% | |
| 36 | VSTVISTRA CORP | 67,476 | $10.0B | 0.34% | |
| 37 | TJXTJX COS INC NEW | 67,234 | $9.0B | 0.30% | |
| 38 | CVNACARVANA CO | 21,629 | $9.0B | 0.30% | |
| 39 | AXPAMERICAN EXPRESS CO | 24,917 | $8.0B | 0.27% | |
| 40 | ARESARES MANAGEMENT CORPORATION | 52,573 | $8.0B | 0.27% | |
| 41 | RDDTREDDIT INC | 41,953 | $8.0B | 0.27% | |
| 42 | IDXXIDEXX LABS INC | 13,035 | $8.0B | 0.27% | |
| 43 | SPGIS&P GLOBAL INC | 18,203 | $8.0B | 0.27% | |
| 44 | WABWABTEC | 34,232 | $7.0B | 0.24% | |
| 45 | MSCIMSCI INC | 12,631 | $7.0B | 0.24% | |
| 46 | ALNYALNYLAM PHARMACEUTICALS INC | 17,964 | $7.0B | 0.24% | |
| 47 | WMTWALMART INC | 67,775 | $7.0B | 0.24% | |
| 48 | CRWDCROWDSTRIKE HLDGS INC | 15,083 | $6.0B | 0.20% | |
| 49 | DDOGDATADOG INC | 48,218 | $6.0B | 0.20% | |
| 50 | ROKROCKWELL AUTOMATION INC | 18,314 | $6.0B | 0.20% | |
| 51 | JPMJPMORGAN CHASE & CO. | 22,865 | $6.0B | 0.20% | |
| 52 | RBLXROBLOX CORP | 76,019 | $6.0B | 0.20% | |
| 53 | TTTRANE TECHNOLOGIES PLC | 17,533 | $6.0B | 0.20% | |
| 54 | AXONAXON ENTERPRISE INC | 12,271 | $6.0B | 0.20% | |
| 55 | EXPEEXPEDIA GROUP INC | 23,675 | $6.0B | 0.20% | |
| 56 | ULTAULTA BEAUTY INC | 9,244 | $5.0B | 0.17% | |
| 57 | FITBFIFTH THIRD BANCORP | 111,822 | $5.0B | 0.17% | |
| 58 | VRSKVERISK ANALYTICS INC | 27,871 | $5.0B | 0.17% | |
| 59 | TELTE CONNECTIVITY PLC | 26,044 | $5.0B | 0.17% | |
| 60 | MCKMCKESSON CORP | 7,954 | $5.0B | 0.17% | |
| 61 | ETNEATON CORP PLC | 17,696 | $5.0B | 0.17% | |
| 62 | URIUNITED RENTALS INC | 7,144 | $5.0B | 0.17% | |
| 63 | SNSHARKNINJA INC | 46,270 | $5.0B | 0.17% | |
| 64 | LPLALPL FINL HLDGS INC | 14,579 | $5.0B | 0.17% | |
| 65 | BKNGBOOKING HOLDINGS INC | 1,166 | $5.0B | 0.17% | |
| 66 | DKNGDRAFTKINGS INC NEW | 150,079 | $4.0B | 0.14% | |
| 67 | AMATAPPLIED MATLS INC | 16,589 | $4.0B | 0.14% | |
| 68 | SPOTSPOTIFY TECHNOLOGY S A | 7,741 | $4.0B | 0.14% | |
| 69 | SPYSPDR S&P 500 ETF TR | 6,045 | $4.0B | 0.14% | |
| 70 | ORLYOREILLY AUTOMOTIVE INC | 46,565 | $4.0B | 0.14% | |
| 71 | LYVLIVE NATION ENTERTAINMENT IN | 32,032 | $4.0B | 0.14% | |
| 72 | BURLBURLINGTON STORES INC | 15,787 | $4.0B | 0.14% | |
| 73 | LRCXLAM RESEARCH CORP | 25,049 | $4.0B | 0.14% | |
| 74 | CPNGCOUPANG INC | 196,856 | $4.0B | 0.14% | |
| 75 | ORCLORACLE CORP | 25,864 | $4.0B | 0.14% | |
| 76 | MTDMETTLER TOLEDO INTERNATIONAL | 2,874 | $4.0B | 0.14% | |
| 77 | TPRTAPESTRY INC | 34,495 | $4.0B | 0.14% | |
| 78 | BACBANK AMERICA CORP | 85,001 | $4.0B | 0.14% | |
| 79 | JLLJONES LANG LASALLE INC | 14,626 | $4.0B | 0.14% | |
| 80 | JBLJABIL INC | 18,989 | $4.0B | 0.14% | |
| 81 | NRANRG ENERGY INC | 28,462 | $4.0B | 0.14% | |
| 82 | TSLATESLA INC | 9,156 | $4.0B | 0.14% | |
| 83 | FERGFERGUSON ENTERPRISES INC | 18,507 | $4.0B | 0.14% | |
| 84 | TSCOTRACTOR SUPPLY CO | 83,482 | $4.0B | 0.14% | |
| 85 | TKOTKO GROUP HOLDINGS INC | 14,896 | $3.0B | 0.10% | |
| 86 | DRIDARDEN RESTAURANTS INC | 20,250 | $3.0B | 0.10% | |
| 87 | MCHPMICROCHIP TECHNOLOGY INC. | 59,271 | $3.0B | 0.10% | |
| 88 | DC4DEXCOM INC | 53,301 | $3.0B | 0.10% | |
| 89 | ADIANALOG DEVICES INC | 16,131 | $3.0B | 0.10% | |
| 90 | HOODROBINHOOD MKTS INC | 28,928 | $3.0B | 0.10% | |
| 91 | STRLSTERLING INFRASTRUCTURE INC | 12,383 | $3.0B | 0.10% | |
| 92 | FNFABRINET | 8,725 | $3.0B | 0.10% | |
| 93 | ENQENTEGRIS INC | 38,900 | $3.0B | 0.10% | |
| 94 | PODDINSULET CORP | 15,620 | $3.0B | 0.10% | |
| 95 | RSGREPUBLIC SVCS INC | 19,327 | $3.0B | 0.10% | |
| 96 | XYLXYLEM INC | 27,618 | $3.0B | 0.10% | |
| 97 | TPDSOMNIGROUP INTERNATIONAL INC | 40,837 | $3.0B | 0.10% | |
| 98 | UNPUNION PAC CORP | 18,062 | $3.0B | 0.10% | |
| 99 | HUBSHUBSPOT INC | 10,960 | $3.0B | 0.10% | |
| 100 | VEEVVEEVA SYS INC | 16,779 | $3.0B | 0.10% |
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