Silvant Capital Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.2T
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,011,327 | $218.0B | 10.03% | |
| 2 | MSFTMICROSOFT CORP | 510,634 | $191.7B | 8.82% | |
| 3 | AAPLAPPLE INC | 838,894 | $186.3B | 8.57% | |
| 4 | AMZNAMAZON COM INC | 771,684 | $146.8B | 6.75% | |
| 5 | METAMETA PLATFORMS INC | 164,841 | $95.0B | 4.37% | |
| 6 | GOOGLALPHABET INC | 542,377 | $83.9B | 3.86% | |
| 7 | LLYELI LILLY & CO | 93,667 | $77.4B | 3.56% | |
| 8 | VVISA INC | 215,278 | $75.4B | 3.47% | |
| 9 | RCLROYAL CARIBBEAN GROUP | 313,075 | $64.3B | 2.96% | |
| 10 | FICOFAIR ISAAC CORP | 31,494 | $58.1B | 2.67% | |
| 11 | NFLXNETFLIX INC | 59,847 | $55.8B | 2.57% | |
| 12 | AVGOBROADCOM INC | 271,575 | $45.5B | 2.09% | |
| 13 | ISRGINTUITIVE SURGICAL INC | 86,287 | $42.7B | 1.97% | |
| 14 | GEGE AEROSPACE | 208,696 | $41.8B | 1.92% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 61,442 | $32.2B | 1.48% | |
| 16 | CRMSALESFORCE INC | 119,386 | $32.0B | 1.47% | |
| 17 | ADSKAUTODESK INC | 106,674 | $27.9B | 1.28% | |
| 18 | AMATAPPLIED MATLS INC | 172,067 | $25.0B | 1.15% | |
| 19 | VMCVULCAN MATLS CO | 105,877 | $24.7B | 1.14% | |
| 20 | HONHONEYWELL INTL INC | 109,587 | $23.2B | 1.07% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 249,241 | $21.0B | 0.97% | |
| 22 | MLB1MERCADOLIBRE INC | 10,467 | $20.4B | 0.94% | |
| 23 | GEVGE VERNOVA INC | 61,184 | $18.7B | 0.86% | |
| 24 | WDAYWORKDAY INC | 74,063 | $17.3B | 0.80% | |
| 25 | LVSLAS VEGAS SANDS CORP | 372,063 | $14.4B | 0.66% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 14,929 | $14.1B | 0.65% | |
| 27 | MAMASTERCARD INCORPORATED | 23,014 | $12.6B | 0.58% | |
| 28 | ASMLASML HOLDING N V | 17,314 | $11.5B | 0.53% | |
| 29 | WABWABTEC | 56,565 | $10.3B | 0.47% | |
| 30 | APPAPPLOVIN CORP | 38,696 | $10.3B | 0.47% | |
| 31 | ARMARM HOLDINGS PLC | 94,642 | $10.1B | 0.46% | |
| 32 | GOOGALPHABET INC | 64,503 | $10.1B | 0.46% | |
| 33 | ABGCENCORA INC | 36,010 | $10.0B | 0.46% | |
| 34 | TTTRANE TECHNOLOGIES PLC | 28,446 | $9.6B | 0.44% | |
| 35 | SPGIS&P GLOBAL INC | 17,604 | $8.9B | 0.41% | |
| 36 | CRWDCROWDSTRIKE HLDGS INC | 25,323 | $8.9B | 0.41% | |
| 37 | AJGGALLAGHER ARTHUR J & CO | 24,752 | $8.5B | 0.39% | |
| 38 | PWRQUANTA SVCS INC | 33,480 | $8.5B | 0.39% | |
| 39 | SPOTSPOTIFY TECHNOLOGY S A | 14,985 | $8.2B | 0.38% | |
| 40 | VSTVISTRA CORP | 69,391 | $8.1B | 0.37% | |
| 41 | TJXTJX COS INC NEW | 63,516 | $7.7B | 0.36% | |
| 42 | MSCIMSCI INC | 13,603 | $7.7B | 0.35% | |
| 43 | PANWPALO ALTO NETWORKS INC | 44,292 | $7.6B | 0.35% | |
| 44 | VRSKVERISK ANALYTICS INC | 25,323 | $7.5B | 0.35% | |
| 45 | MPWRMONOLITHIC PWR SYS INC | 11,440 | $6.6B | 0.31% | |
| 46 | JPMJPMORGAN CHASE & CO. | 25,972 | $6.4B | 0.29% | |
| 47 | AXPAMERICAN EXPRESS CO | 23,563 | $6.3B | 0.29% | |
| 48 | AXONAXON ENTERPRISE INC | 12,024 | $6.3B | 0.29% | |
| 49 | APOAPOLLO GLOBAL MGMT INC | 46,050 | $6.3B | 0.29% | |
| 50 | WMTWALMART INC | 71,257 | $6.3B | 0.29% | |
| 51 | URIUNITED RENTALS INC | 9,883 | $6.2B | 0.28% | |
| 52 | TTDTHE TRADE DESK INC | 106,462 | $5.8B | 0.27% | |
| 53 | HUBSHUBSPOT INC | 9,937 | $5.7B | 0.26% | |
| 54 | MCKMCKESSON CORP | 8,394 | $5.6B | 0.26% | |
| 55 | VRTVERTIV HOLDINGS CO | 78,135 | $5.6B | 0.26% | |
| 56 | RSGREPUBLIC SVCS INC | 23,271 | $5.6B | 0.26% | |
| 57 | LPLALPL FINL HLDGS INC | 15,701 | $5.1B | 0.24% | |
| 58 | IDXXIDEXX LABS INC | 12,168 | $5.1B | 0.24% | |
| 59 | ROPROPER TECHNOLOGIES INC | 8,344 | $4.9B | 0.23% | |
| 60 | ARESARES MANAGEMENT CORPORATION | 32,755 | $4.8B | 0.22% | |
| 61 | DDOGDATADOG INC | 48,311 | $4.8B | 0.22% | |
| 62 | BKNGBOOKING HOLDINGS INC | 1,036 | $4.8B | 0.22% | |
| 63 | ETNEATON CORP PLC | 17,196 | $4.7B | 0.21% | |
| 64 | ALNYALNYLAM PHARMACEUTICALS INC | 16,195 | $4.4B | 0.20% | |
| 65 | BSXBOSTON SCIENTIFIC CORP | 42,760 | $4.3B | 0.20% | |
| 66 | BACBANK AMERICA CORP | 101,660 | $4.2B | 0.20% | |
| 67 | DPZDOMINOS PIZZA INC | 9,180 | $4.2B | 0.19% | |
| 68 | UNPUNION PAC CORP | 17,354 | $4.1B | 0.19% | |
| 69 | MCDMCDONALDS CORP | 13,086 | $4.1B | 0.19% | |
| 70 | TSCOTRACTOR SUPPLY CO | 73,905 | $4.1B | 0.19% | |
| 71 | DKNGDRAFTKINGS INC NEW | 122,417 | $4.1B | 0.19% | |
| 72 | VLOVALERO ENERGY CORP | 29,846 | $3.9B | 0.18% | |
| 73 | ORLYOREILLY AUTOMOTIVE INC | 2,728 | $3.9B | 0.18% | |
| 74 | LRCXLAM RESEARCH CORP | 52,364 | $3.8B | 0.18% | |
| 75 | FITBFIFTH THIRD BANCORP | 96,451 | $3.8B | 0.17% | |
| 76 | FANGDIAMONDBACK ENERGY INC | 23,081 | $3.7B | 0.17% | |
| 77 | HOODROBINHOOD MKTS INC | 88,093 | $3.7B | 0.17% | |
| 78 | ENQENTEGRIS INC | 41,895 | $3.7B | 0.17% | |
| 79 | ROKROCKWELL AUTOMATION INC | 13,560 | $3.5B | 0.16% | |
| 80 | ADIANALOG DEVICES INC | 17,240 | $3.5B | 0.16% | |
| 81 | CBCHUBB LIMITED | 11,452 | $3.5B | 0.16% | |
| 82 | IBMINTERNATIONAL BUSINESS MACHS | 13,905 | $3.5B | 0.16% | |
| 83 | QCOMQUALCOMM INC | 22,248 | $3.4B | 0.16% | |
| 84 | SPYSPDR S&P 500 ETF TR | 6,045 | $3.4B | 0.16% | |
| 85 | PODDINSULET CORP | 12,814 | $3.4B | 0.15% | |
| 86 | HXLHEXCEL CORP NEW | 61,194 | $3.4B | 0.15% | |
| 87 | BURLBURLINGTON STORES INC | 13,867 | $3.3B | 0.15% | |
| 88 | UBERUBER TECHNOLOGIES INC | 44,889 | $3.3B | 0.15% | |
| 89 | ORCLORACLE CORP | 23,089 | $3.2B | 0.15% | |
| 90 | AMEAMETEK INC | 18,692 | $3.2B | 0.15% | |
| 91 | FERGFERGUSON ENTERPRISES INC | 19,932 | $3.2B | 0.15% | |
| 92 | JLLJONES LANG LASALLE INC | 12,802 | $3.2B | 0.15% | |
| 93 | HDHOME DEPOT INC | 8,655 | $3.2B | 0.15% | |
| 94 | COOCOOPER COS INC | 37,452 | $3.2B | 0.15% | |
| 95 | TELTE CONNECTIVITY PLC | 22,143 | $3.1B | 0.14% | |
| 96 | CITCINTAS CORP | 15,173 | $3.1B | 0.14% | |
| 97 | CMGCHIPOTLE MEXICAN GRILL INC | 59,743 | $3.0B | 0.14% | |
| 98 | RDDTREDDIT INC | 28,050 | $2.9B | 0.14% | |
| 99 | MTDMETTLER TOLEDO INTERNATIONAL | 2,479 | $2.9B | 0.13% | |
| 100 | RACEFERRARI N V | 6,822 | $2.9B | 0.13% |
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