Silvant Capital Management LLC Q2 2019 Filing

Filed August 9, 2019

Portfolio Value

$558.3M

Holdings

336

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (336 positions)

StockValue
MSFTMICROSOFT CORP
$43.5M
AMZNAMAZON COM INC
$33.0M
AAPLAPPLE INC
$27.4M
VVISA INC
$22.7M
MAMASTERCARD INC
$14.7M
GOOGLALPHABET INC
$14.0M
GOOGALPHABET INC
$13.2M
HONHONEYWELL INTL INC
$11.6M
HDHOME DEPOT INC
$11.6M
DISDISNEY WALT CO
$11.3M
ADBEADOBE INC
$9.8M
COSTCOSTCO WHSL CORP NEW
$9.6M
UNHUNITEDHEALTH GROUP INC
$8.0M
NFLXNETFLIX INC
$7.9M
METAFACEBOOK INC
$7.7M
GLWCORNING INC
$7.5M
TJXTJX COS INC NEW
$7.3M
TMOTHERMO FISHER SCIENTIFIC INC
$7.2M
ADSKAUTODESK INC
$6.5M
ROPROPER TECHNOLOGIES INC
$6.5M
BABOEING CO
$6.0M
CMCSACOMCAST CORP NEW
$6.0M
WDAYWORKDAY INC
$5.7M
ORLYO REILLY AUTOMOTIVE INC NEW
$5.7M
BDXBECTON DICKINSON & CO
$5.4M
EWEDWARDS LIFESCIENCES CORP
$5.3M
CRMSALESFORCE COM INC
$5.3M
ELLAUDER ESTEE COS INC
$5.2M
DEDEERE & CO
$4.6M
JPMJPMORGAN CHASE & CO
$4.5M
BACBANK AMER CORP
$4.3M
XYLXYLEM INC
$4.2M
WMTWALMART INC
$4.2M
AXPAMERICAN EXPRESS CO
$4.2M
MCDMCDONALDS CORP
$4.1M
EXASEXACT SCIENCES CORP
$4.1M
PFEPFIZER INC
$4.1M
MTDMETTLER TOLEDO INTERNATIONAL
$4.0M
EMREMERSON ELEC CO
$3.9M
VMCVULCAN MATLS CO
$3.8M
AG8AGILENT TECHNOLOGIES INC
$3.8M
LVSLAS VEGAS SANDS CORP
$3.8M
CMECME GROUP INC
$3.8M
OLEDUNIVERSAL DISPLAY CORP
$3.7M
AMATAPPLIED MATLS INC
$3.7M
KNXKNIGHT SWIFT TRANSN HLDGS IN
$3.5M
RSGREPUBLIC SVCS INC
$3.5M
SPGIS&P GLOBAL INC
$3.5M
ISRGINTUITIVE SURGICAL INC
$3.5M
MDTMEDTRONIC PLC
$3.4M
BMYBRISTOL MYERS SQUIBB CO
$3.4M
EQIXEQUINIX INC
$3.4M
VRTXVERTEX PHARMACEUTICALS INC
$3.3M
ALXNALEXION PHARMACEUTICALS INC
$3.2M
MRKMERCK & CO INC
$3.1M
CLCOLGATE PALMOLIVE CO
$3.1M
NSCNORFOLK SOUTHERN CORP
$3.1M
WMWASTE MGMT INC DEL
$3.1M
COOCOOPER COS INC
$2.8M
IHS MARKIT LTD
$2.8M
ADIANALOG DEVICES INC
$2.8M
ICEINTERCONTINENTAL EXCHANGE IN
$2.7M
QCOMQUALCOMM INC
$2.7M
ITWILLINOIS TOOL WKS INC
$2.6M
TXNTEXAS INSTRS INC
$2.6M
EOGEOG RES INC
$2.6M
FISFIDELITY NATL INFORMATION SV
$2.6M
AOSSMITH A O CORP
$2.6M
RCLROYAL CARIBBEAN CRUISES LTD
$2.4M
NOCNORTHROP GRUMMAN CORP
$2.4M
SPLKCHFSPLUNK INC
$2.3M
SPYSPDR S&P 500 ETF TR
$2.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.2M
GILDGILEAD SCIENCES INC
$2.1M
TSCOTRACTOR SUPPLY CO
$2.1M
APDAIR PRODS & CHEMS INC
$2.1M
DPZDOMINOS PIZZA INC
$2.1M
RTN1USDRAYTHEON CO
$2.0M
CICIGNA CORP NEW
$1.9M
GSGOLDMAN SACHS GROUP INC
$1.8M
CVSCVS HEALTH CORP
$1.8M
FBINFORTUNE BRANDS HOME & SEC IN
$1.8M
GISGENERAL MLS INC
$1.7M
WTWWILLIS TOWERS WATSON PUB LTD
$1.6M
PPGPPG INDS INC
$1.6M
DLTRDOLLAR TREE INC
$1.4M
TAT&T INC
$1.4M
PSXPHILLIPS 66
$1.3M
ARRYEURARRAY BIOPHARMA INC
$1.2M
AFWALIGN TECHNOLOGY INC
$1.2M
PYPLPAYPAL HLDGS INC
$1.1M
CBCHUBB LIMITED
$1.1M
GDGENERAL DYNAMICS CORP
$1.1M
FICOFAIR ISAAC CORP
$1.1M
QTWOQ2 HLDGS INC
$1.0M
PXDEURPIONEER NAT RES CO
$1.0M
DVNDEVON ENERGY CORP NEW
$944K
MRO*MARATHON OIL CORP
$904K
DC4DEXCOM INC
$807K
INTERXION HOLDING N.V
$786K
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