Silvant Capital Management LLC Q1 2023 Filing
Filed April 26, 2023
Portfolio Value
$1.5B
Holdings
296
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $180.9M |
MSFTMICROSOFT CORP | $170.6M |
NVDANVIDIA CORPORATION | $84.5M |
AMZNAMAZON COM INC | $81.8M |
VVISA INC | $51.2M |
GOOGLALPHABET INC | $44.4M |
LLYLILLY ELI & CO | $42.5M |
UNHUNITEDHEALTH GROUP INC | $38.6M |
GOOGALPHABET INC | $37.6M |
ELLAUDER ESTEE COS INC | $37.0M |
DC4DEXCOM INC | $29.4M |
BABOEING CO | $25.7M |
EWEDWARDS LIFESCIENCES CORP | $25.5M |
FICOFAIR ISAAC CORP | $25.3M |
CRMSALESFORCE INC | $23.3M |
RCLROYAL CARIBBEAN GROUP | $20.5M |
AMATAPPLIED MATLS INC | $20.2M |
ADSKAUTODESK INC | $20.1M |
HONHONEYWELL INTL INC | $19.9M |
ISRGINTUITIVE SURGICAL INC | $19.2M |
LVSLAS VEGAS SANDS CORP | $19.1M |
TSLATESLA INC | $18.9M |
VMCVULCAN MATLS CO | $16.2M |
WDAYWORKDAY INC | $14.0M |
ORLYOREILLY AUTOMOTIVE INC | $11.1M |
PWRQUANTA SVCS INC | $10.8M |
ASMLASML HOLDING N V | $10.5M |
PANWPALO ALTO NETWORKS INC | $10.2M |
MAMASTERCARD INCORPORATED | $9.6M |
ABGAMERISOURCEBERGEN CORP | $9.6M |
WABWABTEC | $8.3M |
COSTCOSTCO WHSL CORP NEW | $8.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $8.2M |
KEYSKEYSIGHT TECHNOLOGIES INC | $8.1M |
MPWRMONOLITHIC PWR SYS INC | $7.8M |
IDXXIDEXX LABS INC | $7.8M |
MSCIMSCI INC | $7.6M |
HXLHEXCEL CORP NEW | $7.4M |
SPGIS&P GLOBAL INC | $6.8M |
EPAMEPAM SYS INC | $6.5M |
TSCOTRACTOR SUPPLY CO | $6.5M |
ADIANALOG DEVICES INC | $6.4M |
MTDMETTLER TOLEDO INTERNATIONAL | $6.4M |
TELTE CONNECTIVITY LTD | $6.3M |
TJXTJX COS INC NEW | $6.3M |
FERGFERGUSON PLC NEW | $6.1M |
AJGGALLAGHER ARTHUR J & CO | $6.0M |
TTDTHE TRADE DESK INC | $5.9M |
WINGWINGSTOP INC | $5.8M |
PAYCPAYCOM SOFTWARE INC | $5.7M |
PSAPUBLIC STORAGE | $5.6M |
AMEAMETEK INC | $5.6M |
COOCOOPER COS INC | $5.5M |
PODDINSULET CORP | $5.4M |
VLOVALERO ENERGY CORP | $5.3M |
LRCXEURLAM RESEARCH CORP | $5.3M |
URIUNITED RENTALS INC | $5.3M |
METAMETA PLATFORMS INC | $5.2M |
EXPEEXPEDIA GROUP INC | $5.0M |
THCTENET HEALTHCARE CORP | $4.9M |
ROPROPER TECHNOLOGIES INC | $4.9M |
POOLPOOL CORP | $4.9M |
ZSZSCALER INC | $4.6M |
FIVEFIVE BELOW INC | $4.5M |
LULULULULEMON ATHLETICA INC | $4.4M |
PFEPFIZER INC | $4.2M |
JPMJPMORGAN CHASE & CO | $4.1M |
DHID R HORTON INC | $4.1M |
MCDMCDONALDS CORP | $4.1M |
HDHOME DEPOT INC | $4.1M |
WMTWALMART INC | $4.0M |
ENQENTEGRIS INC | $3.9M |
BSXBOSTON SCIENTIFIC CORP | $3.9M |
ULTAULTA BEAUTY INC | $3.8M |
AXPAMERICAN EXPRESS CO | $3.8M |
ENPHENPHASE ENERGY INC | $3.8M |
LSCCLATTICE SEMICONDUCTOR CORP | $3.8M |
ETSYETSY INC | $3.6M |
RSGREPUBLIC SVCS INC | $3.6M |
APOAPOLLO GLOBAL MGMT INC | $3.6M |
DDOGDATADOG INC | $3.5M |
DPZDOMINOS PIZZA INC | $3.4M |
TRNOTERRENO RLTY CORP | $3.3M |
TXNTEXAS INSTRS INC | $3.3M |
SRPTSAREPTA THERAPEUTICS INC | $3.3M |
BACBANK AMERICA CORP | $3.3M |
MRKMERCK & CO INC | $3.2M |
FANGDIAMONDBACK ENERGY INC | $3.1M |
BKNGBOOKING HOLDINGS INC | $3.0M |
ROKROCKWELL AUTOMATION INC | $3.0M |
ITWILLINOIS TOOL WKS INC | $2.7M |
ALNYALNYLAM PHARMACEUTICALS INC | $2.7M |
MRVLMARVELL TECHNOLOGY INC | $2.7M |
QCOMQUALCOMM INC | $2.7M |
SPYSPDR S&P 500 ETF TR | $2.6M |
BMYBRISTOL-MYERS SQUIBB CO | $2.6M |
HUBSHUBSPOT INC | $2.5M |
PLDPROLOGIS INC. | $2.5M |
CVSCVS HEALTH CORP | $2.4M |
CITHE CIGNA GROUP | $2.3M |
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