Silvant Capital Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.2B

Holdings

302

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (302 positions)

StockValue
NVDANVIDIA CORPORATION
$218.0M
MSFTMICROSOFT CORP
$191.7M
AAPLAPPLE INC
$186.3M
AMZNAMAZON COM INC
$146.8M
METAMETA PLATFORMS INC
$95.0M
GOOGLALPHABET INC
$83.9M
LLYELI LILLY & CO
$77.4M
VVISA INC
$75.4M
RCLROYAL CARIBBEAN GROUP
$64.3M
FICOFAIR ISAAC CORP
$58.1M
NFLXNETFLIX INC
$55.8M
AVGOBROADCOM INC
$45.5M
ISRGINTUITIVE SURGICAL INC
$42.7M
GEGE AEROSPACE
$41.8M
UNHUNITEDHEALTH GROUP INC
$32.2M
CRMSALESFORCE INC
$32.0M
ADSKAUTODESK INC
$27.9M
AMATAPPLIED MATLS INC
$25.0M
VMCVULCAN MATLS CO
$24.7M
HONHONEYWELL INTL INC
$23.2M
PLTRPALANTIR TECHNOLOGIES INC
$21.0M
MLB1MERCADOLIBRE INC
$20.4M
GEVGE VERNOVA INC
$18.7M
WDAYWORKDAY INC
$17.3M
LVSLAS VEGAS SANDS CORP
$14.4M
COSTCOSTCO WHSL CORP NEW
$14.1M
MAMASTERCARD INCORPORATED
$12.6M
ASMLASML HOLDING N V
$11.5M
WABWABTEC
$10.3M
APPAPPLOVIN CORP
$10.3M
ARMARM HOLDINGS PLC
$10.1M
GOOGALPHABET INC
$10.1M
ABGCENCORA INC
$10.0M
TTTRANE TECHNOLOGIES PLC
$9.6M
SPGIS&P GLOBAL INC
$8.9M
CRWDCROWDSTRIKE HLDGS INC
$8.9M
AJGGALLAGHER ARTHUR J & CO
$8.5M
PWRQUANTA SVCS INC
$8.5M
SPOTSPOTIFY TECHNOLOGY S A
$8.2M
VSTVISTRA CORP
$8.1M
TJXTJX COS INC NEW
$7.7M
MSCIMSCI INC
$7.7M
PANWPALO ALTO NETWORKS INC
$7.6M
VRSKVERISK ANALYTICS INC
$7.5M
MPWRMONOLITHIC PWR SYS INC
$6.6M
JPMJPMORGAN CHASE & CO.
$6.4M
AXPAMERICAN EXPRESS CO
$6.3M
AXONAXON ENTERPRISE INC
$6.3M
APOAPOLLO GLOBAL MGMT INC
$6.3M
WMTWALMART INC
$6.3M
URIUNITED RENTALS INC
$6.2M
TTDTHE TRADE DESK INC
$5.8M
HUBSHUBSPOT INC
$5.7M
MCKMCKESSON CORP
$5.6M
VRTVERTIV HOLDINGS CO
$5.6M
RSGREPUBLIC SVCS INC
$5.6M
LPLALPL FINL HLDGS INC
$5.1M
IDXXIDEXX LABS INC
$5.1M
ROPROPER TECHNOLOGIES INC
$4.9M
ARESARES MANAGEMENT CORPORATION
$4.8M
DDOGDATADOG INC
$4.8M
BKNGBOOKING HOLDINGS INC
$4.8M
ETNEATON CORP PLC
$4.7M
ALNYALNYLAM PHARMACEUTICALS INC
$4.4M
BSXBOSTON SCIENTIFIC CORP
$4.3M
BACBANK AMERICA CORP
$4.2M
DPZDOMINOS PIZZA INC
$4.2M
UNPUNION PAC CORP
$4.1M
MCDMCDONALDS CORP
$4.1M
TSCOTRACTOR SUPPLY CO
$4.1M
DKNGDRAFTKINGS INC NEW
$4.1M
VLOVALERO ENERGY CORP
$3.9M
ORLYOREILLY AUTOMOTIVE INC
$3.9M
LRCXLAM RESEARCH CORP
$3.8M
FITBFIFTH THIRD BANCORP
$3.8M
FANGDIAMONDBACK ENERGY INC
$3.7M
HOODROBINHOOD MKTS INC
$3.7M
ENQENTEGRIS INC
$3.7M
ROKROCKWELL AUTOMATION INC
$3.5M
ADIANALOG DEVICES INC
$3.5M
CBCHUBB LIMITED
$3.5M
IBMINTERNATIONAL BUSINESS MACHS
$3.5M
QCOMQUALCOMM INC
$3.4M
SPYSPDR S&P 500 ETF TR
$3.4M
PODDINSULET CORP
$3.4M
HXLHEXCEL CORP NEW
$3.4M
BURLBURLINGTON STORES INC
$3.3M
UBERUBER TECHNOLOGIES INC
$3.3M
ORCLORACLE CORP
$3.2M
AMEAMETEK INC
$3.2M
FERGFERGUSON ENTERPRISES INC
$3.2M
JLLJONES LANG LASALLE INC
$3.2M
HDHOME DEPOT INC
$3.2M
COOCOOPER COS INC
$3.2M
TELTE CONNECTIVITY PLC
$3.1M
CITCINTAS CORP
$3.1M
CMGCHIPOTLE MEXICAN GRILL INC
$3.0M
RDDTREDDIT INC
$2.9M
MTDMETTLER TOLEDO INTERNATIONAL
$2.9M
RACEFERRARI N V
$2.9M
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