Silvant Capital Management LLC — 13F holdings

Silvant Capital Management LLC reported 521 holdings worth $3.44B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $435M (12.7%)
  2. GOOGL ALPHABET INC — $357M (10.4%)
  3. AVGO BROADCOM INC — $179M (5.2%)
  4. MSFT MICROSOFT CORP — $155M (4.5%)
  5. LLY ELI LILLY & CO — $138M (4.0%)
  6. AAPL APPLE INC — $136M (4.0%)
  7. GEV GE VERNOVA INC — $108M (3.1%)
  8. GE GE AEROSPACE — $105M (3.1%)
  9. META META PLATFORMS INC — $105M (3.1%)
  10. RCL ROYAL CARIBBEAN GROUP — $99.8M (2.9%)