Silvant Capital Management LLC Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$458.9B

Holdings

327

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (327 positions)

StockValue
MSFTMICROSOFT CORP
$45.3B
AAPLAPPLE INC
$34.7B
AMZNAMAZON COM INC
$30.0B
VVISA INC
$18.7B
GOOGLALPHABET INC
$13.4B
METAFACEBOOK INC
$12.8B
GOOGALPHABET INC
$12.6B
MAMASTERCARD INC
$12.3B
HDHOME DEPOT INC
$9.3B
COSTCOSTCO WHSL CORP NEW
$9.2B
UNHUNITEDHEALTH GROUP INC
$7.0B
NFLXNETFLIX INC
$6.9B
TMOTHERMO FISHER SCIENTIFIC INC
$6.7B
TJXTJX COS INC NEW
$6.3B
HONHONEYWELL INTL INC
$5.8B
ADSKAUTODESK INC
$5.4B
ROPROPER TECHNOLOGIES INC
$5.3B
NVDANVIDIA CORP
$5.0B
EWEDWARDS LIFESCIENCES CORP
$4.7B
DISDISNEY WALT CO
$4.5B
CRMSALESFORCE COM INC
$4.3B
WMTWALMART INC
$4.3B
CMCSACOMCAST CORP NEW
$4.2B
DC4DEXCOM INC
$3.9B
ORLYO REILLY AUTOMOTIVE INC NEW
$3.9B
ELLAUDER ESTEE COS INC
$3.9B
SPGIS&P GLOBAL INC
$3.7B
VRTXVERTEX PHARMACEUTICALS INC
$3.6B
BMYBRISTOL-MYERS SQUIBB CO
$3.6B
EQIXEQUINIX INC
$3.6B
JPMJPMORGAN CHASE & CO
$3.5B
DEDEERE & CO
$3.3B
AMATAPPLIED MATLS INC
$3.3B
MCDMCDONALDS CORP
$3.2B
MDTMEDTRONIC PLC
$3.2B
WDAYWORKDAY INC
$3.1B
BACBK OF AMERICA CORP
$3.1B
CMECME GROUP INC
$3.0B
KNXKNIGHT SWIFT TRANSN HLDGS IN
$3.0B
RSGREPUBLIC SVCS INC
$3.0B
PFEPFIZER INC
$3.0B
QCOMQUALCOMM INC
$2.9B
XYLXYLEM INC
$2.8B
MTDMETTLER TOLEDO INTERNATIONAL
$2.8B
ISRGINTUITIVE SURGICAL INC
$2.8B
MRKMERCK & CO. INC
$2.8B
VMCVULCAN MATLS CO
$2.6B
FISFIDELITY NATL INFORMATION SV
$2.5B
AXPAMERICAN EXPRESS CO
$2.5B
CLCOLGATE PALMOLIVE CO
$2.5B
CVSCVS HEALTH CORP
$2.4B
DPZDOMINOS PIZZA INC
$2.4B
GILDGILEAD SCIENCES INC
$2.3B
COOCOOPER COS INC
$2.3B
IHS MARKIT LTD
$2.3B
OLEDUNIVERSAL DISPLAY CORP
$2.2B
ICEINTERCONTINENTAL EXCHANGE IN
$2.2B
TXNTEXAS INSTRS INC
$2.2B
NOCNORTHROP GRUMMAN CORP
$2.2B
BABOEING CO
$2.2B
WMWASTE MGMT INC DEL
$2.1B
CICIGNA CORP NEW
$2.1B
PLDPROLOGIS INC.
$2.0B
ITWILLINOIS TOOL WKS INC
$2.0B
SPYSPDR S&P 500 ETF TR
$2.0B
SPLKCHFSPLUNK INC
$2.0B
NSCNORFOLK SOUTHERN CORP
$1.9B
ADIANALOG DEVICES INC
$1.9B
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9B
ALXNALEXION PHARMACEUTICALS INC
$1.9B
PODDINSULET CORP
$1.8B
TDOCTELADOC HEALTH INC
$1.8B
EXASEXACT SCIENCES CORP
$1.7B
DYHTARGET CORP
$1.7B
PAYCPAYCOM SOFTWARE INC
$1.6B
APDAIR PRODS & CHEMS INC
$1.6B
CMGCHIPOTLE MEXICAN GRILL INC
$1.6B
RTN1USDRAYTHEON CO
$1.5B
AVLRUSDAVALARA INC
$1.5B
WTWWILLIS TOWERS WATSON PLC LTD
$1.4B
BDXBECTON DICKINSON & CO
$1.4B
EMREMERSON ELEC CO
$1.4B
TWTRADEWEB MKTS INC
$1.3B
FICOFAIR ISAAC CORP
$1.2B
APOEURAPOLLO GLOBAL MGMT INC
$1.2B
GSGOLDMAN SACHS GROUP INC
$1.2B
PPGPPG INDS INC
$1.2B
TAT&T INC
$1.1B
PYPLPAYPAL HLDGS INC
$952.0M
QTWOQ2 HLDGS INC
$802.0M
TDYTELEDYNE TECHNOLOGIES INC
$799.0M
CBCHUBB LIMITED
$785.0M
PSXPHILLIPS 66
$758.0M
AFWALIGN TECHNOLOGY INC
$744.0M
FIVNFIVE9 INC
$695.0M
CHECHEMED CORP NEW
$688.0M
RCLROYAL CARIBBEAN CRUISES LTD
$569.0M
MRCYMERCURY SYS INC
$556.0M
BCPCBALCHEM CORP
$548.0M
EHCENCOMPASS HEALTH CORP
$527.0M
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