Silvant Capital Management LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.8T
Holdings
310
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (310 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,115,111 | $394.6B | 13.96% | |
| 2 | MSFTMICROSOFT CORP | 602,190 | $311.9B | 11.03% | |
| 3 | AAPLAPPLE INC | 833,538 | $212.2B | 7.51% | |
| 4 | GOOGLALPHABET INC | 578,760 | $140.7B | 4.98% | |
| 5 | AMZNAMAZON COM INC | 622,252 | $136.6B | 4.83% | |
| 6 | METAMETA PLATFORMS INC | 150,032 | $110.2B | 3.90% | |
| 7 | AVGOBROADCOM INC | 282,358 | $93.2B | 3.29% | |
| 8 | RCLROYAL CARIBBEAN GROUP | 275,345 | $89.1B | 3.15% | |
| 9 | VVISA INC | 249,492 | $85.2B | 3.01% | |
| 10 | LLYELI LILLY & CO | 107,660 | $82.1B | 2.91% | |
| 11 | GEGE AEROSPACE | 251,323 | $75.6B | 2.67% | |
| 12 | NFLXNETFLIX INC | 61,371 | $73.6B | 2.60% | |
| 13 | GEVGE VERNOVA INC | 82,061 | $50.5B | 1.78% | |
| 14 | FICOFAIR ISAAC CORP | 33,250 | $49.8B | 1.76% | |
| 15 | PLTRPALANTIR TECHNOLOGIES INC | 268,164 | $48.9B | 1.73% | |
| 16 | ISRGINTUITIVE SURGICAL INC | 88,875 | $39.7B | 1.41% | |
| 17 | ADSKAUTODESK INC | 109,959 | $34.9B | 1.24% | |
| 18 | VMCVULCAN MATLS CO | 109,427 | $33.7B | 1.19% | |
| 19 | MLB1MERCADOLIBRE INC | 10,799 | $25.2B | 0.89% | |
| 20 | HONHONEYWELL INTL INC | 112,830 | $23.8B | 0.84% | |
| 21 | CRMSALESFORCE INC | 95,622 | $22.7B | 0.80% | |
| 22 | LVSLAS VEGAS SANDS CORP | 384,295 | $20.7B | 0.73% | |
| 23 | WDAYWORKDAY INC | 76,184 | $18.3B | 0.65% | |
| 24 | ASMLASML HOLDING N V | 17,882 | $17.3B | 0.61% | |
| 25 | ARMARM HOLDINGS PLC | 97,593 | $13.8B | 0.49% | |
| 26 | NETCLOUDFLARE INC | 62,537 | $13.4B | 0.47% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 14,462 | $13.4B | 0.47% | |
| 28 | HWMHOWMET AEROSPACE INC | 67,503 | $13.2B | 0.47% | |
| 29 | MAMASTERCARD INCORPORATED | 22,399 | $12.7B | 0.45% | |
| 30 | PWRQUANTA SVCS INC | 30,587 | $12.7B | 0.45% | |
| 31 | VSTVISTRA CORP | 64,512 | $12.6B | 0.45% | |
| 32 | VRTVERTIV HOLDINGS CO | 82,583 | $12.5B | 0.44% | |
| 33 | MPWRMONOLITHIC PWR SYS INC | 11,892 | $10.9B | 0.39% | |
| 34 | RBLXROBLOX CORP | 74,799 | $10.4B | 0.37% | |
| 35 | ABGCENCORA INC | 32,898 | $10.3B | 0.36% | |
| 36 | GOOGALPHABET INC | 41,017 | $10.0B | 0.35% | |
| 37 | APPAPPLOVIN CORP | 13,714 | $9.9B | 0.35% | |
| 38 | CRWDCROWDSTRIKE HLDGS INC | 19,976 | $9.8B | 0.35% | |
| 39 | HLTHILTON WORLDWIDE HLDGS INC | 37,382 | $9.7B | 0.34% | |
| 40 | TJXTJX COS INC NEW | 61,694 | $8.9B | 0.32% | |
| 41 | AXONAXON ENTERPRISE INC | 12,074 | $8.7B | 0.31% | |
| 42 | SPGIS&P GLOBAL INC | 17,000 | $8.3B | 0.29% | |
| 43 | ALNYALNYLAM PHARMACEUTICALS INC | 17,676 | $8.1B | 0.29% | |
| 44 | RDDTREDDIT INC | 33,855 | $7.8B | 0.28% | |
| 45 | AXPAMERICAN EXPRESS CO | 22,903 | $7.6B | 0.27% | |
| 46 | LRCXLAM RESEARCH CORP | 56,772 | $7.6B | 0.27% | |
| 47 | TTTRANE TECHNOLOGIES PLC | 17,405 | $7.3B | 0.26% | |
| 48 | JPMJPMORGAN CHASE & CO. | 22,865 | $7.2B | 0.26% | |
| 49 | IDXXIDEXX LABS INC | 11,117 | $7.1B | 0.25% | |
| 50 | MSCIMSCI INC | 12,428 | $7.1B | 0.25% | |
| 51 | CVNACARVANA CO | 18,589 | $7.0B | 0.25% | |
| 52 | WMTWALMART INC | 67,775 | $7.0B | 0.25% | |
| 53 | VRSKVERISK ANALYTICS INC | 27,493 | $6.9B | 0.24% | |
| 54 | WABWABTEC | 33,683 | $6.8B | 0.24% | |
| 55 | URIUNITED RENTALS INC | 7,029 | $6.7B | 0.24% | |
| 56 | ARESARES MANAGEMENT CORPORATION | 41,049 | $6.6B | 0.23% | |
| 57 | DDOGDATADOG INC | 44,136 | $6.3B | 0.22% | |
| 58 | CPNGCOUPANG INC | 193,696 | $6.2B | 0.22% | |
| 59 | ETNEATON CORP PLC | 16,643 | $6.2B | 0.22% | |
| 60 | ORCLORACLE CORP | 22,016 | $6.2B | 0.22% | |
| 61 | MCKMCKESSON CORP | 7,954 | $6.1B | 0.22% | |
| 62 | TELTE CONNECTIVITY PLC | 25,625 | $5.6B | 0.20% | |
| 63 | BKNGBOOKING HOLDINGS INC | 1,023 | $5.5B | 0.20% | |
| 64 | SPOTSPOTIFY TECHNOLOGY S A | 7,617 | $5.3B | 0.19% | |
| 65 | DKNGDRAFTKINGS INC NEW | 141,417 | $5.3B | 0.19% | |
| 66 | ROKROCKWELL AUTOMATION INC | 14,958 | $5.2B | 0.18% | |
| 67 | LYVLIVE NATION ENTERTAINMENT IN | 31,518 | $5.2B | 0.18% | |
| 68 | VEEVVEEVA SYS INC | 16,510 | $4.9B | 0.17% | |
| 69 | HUBSHUBSPOT INC | 10,506 | $4.9B | 0.17% | |
| 70 | FITBFIFTH THIRD BANCORP | 110,027 | $4.9B | 0.17% | |
| 71 | AMATAPPLIED MATLS INC | 23,890 | $4.9B | 0.17% | |
| 72 | LPLALPL FINL HLDGS INC | 14,345 | $4.8B | 0.17% | |
| 73 | PODDINSULET CORP | 14,935 | $4.6B | 0.16% | |
| 74 | ULTAULTA BEAUTY INC | 8,394 | $4.6B | 0.16% | |
| 75 | NRANRG ENERGY INC | 28,005 | $4.5B | 0.16% | |
| 76 | RSGREPUBLIC SVCS INC | 19,327 | $4.4B | 0.16% | |
| 77 | BACBANK AMERICA CORP | 85,001 | $4.4B | 0.16% | |
| 78 | ORLYOREILLY AUTOMOTIVE INC | 40,253 | $4.3B | 0.15% | |
| 79 | JLLJONES LANG LASALLE INC | 14,391 | $4.3B | 0.15% | |
| 80 | FERGFERGUSON ENTERPRISES INC | 18,210 | $4.1B | 0.14% | |
| 81 | HOODROBINHOOD MKTS INC | 28,463 | $4.1B | 0.14% | |
| 82 | TSLATESLA INC | 9,156 | $4.1B | 0.14% | |
| 83 | JBLJABIL INC | 18,684 | $4.1B | 0.14% | |
| 84 | SPYSPDR S&P 500 ETF TR | 6,045 | $4.0B | 0.14% | |
| 85 | XYLXYLEM INC | 27,174 | $4.0B | 0.14% | |
| 86 | UNPUNION PAC CORP | 16,877 | $4.0B | 0.14% | |
| 87 | BURLBURLINGTON STORES INC | 15,533 | $4.0B | 0.14% | |
| 88 | ADIANALOG DEVICES INC | 15,901 | $3.9B | 0.14% | |
| 89 | TPRTAPESTRY INC | 33,941 | $3.8B | 0.14% | |
| 90 | TSCOTRACTOR SUPPLY CO | 67,519 | $3.8B | 0.14% | |
| 91 | MCDMCDONALDS CORP | 12,494 | $3.8B | 0.13% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 13,335 | $3.8B | 0.13% | |
| 93 | ROPROPER TECHNOLOGIES INC | 7,508 | $3.7B | 0.13% | |
| 94 | RACEFERRARI N V | 7,310 | $3.5B | 0.13% | |
| 95 | ENQENTEGRIS INC | 38,275 | $3.5B | 0.13% | |
| 96 | ZGZILLOW GROUP INC | 47,436 | $3.5B | 0.12% | |
| 97 | DC4DEXCOM INC | 52,445 | $3.5B | 0.12% | |
| 98 | HDHOME DEPOT INC | 8,320 | $3.4B | 0.12% | |
| 99 | SNSHARKNINJA INC | 32,554 | $3.4B | 0.12% | |
| 100 | COINCOINBASE GLOBAL INC | 9,936 | $3.4B | 0.12% |
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