Silvant Capital Management LLC Q4 2019 Filing

Filed February 10, 2020

Portfolio Value

$548.3B

Holdings

333

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (333 positions)

StockValue
MSFTMICROSOFT CORP
$45.9B
AAPLAPPLE INC
$37.0B
AMZNAMAZON COM INC
$28.8B
VVISA INC
$22.1B
GOOGLALPHABET INC
$15.6B
MAMASTERCARD INC
$15.4B
GOOGALPHABET INC
$14.6B
METAFACEBOOK INC
$14.0B
HDHOME DEPOT INC
$11.1B
DISDISNEY WALT CO
$10.8B
COSTCOSTCO WHSL CORP NEW
$9.6B
UNHUNITEDHEALTH GROUP INC
$8.4B
HONHONEYWELL INTL INC
$7.7B
TJXTJX COS INC NEW
$7.7B
TMOTHERMO FISHER SCIENTIFIC INC
$7.7B
ADSKAUTODESK INC
$6.4B
NFLXNETFLIX INC
$6.1B
ROPROPER TECHNOLOGIES INC
$6.0B
EWEDWARDS LIFESCIENCES CORP
$5.9B
ORLYO REILLY AUTOMOTIVE INC NEW
$5.8B
CMCSACOMCAST CORP NEW
$5.6B
BDXBECTON DICKINSON & CO
$5.5B
JPMJPMORGAN CHASE & CO
$5.4B
ELLAUDER ESTEE COS INC
$5.2B
BACBANK AMER CORP
$5.1B
CRMSALESFORCE COM INC
$5.0B
BABOEING CO
$4.7B
NVDANVIDIA CORP
$4.5B
WMTWALMART INC
$4.5B
AMATAPPLIED MATLS INC
$4.4B
BMYBRISTOL MYERS SQUIBB CO
$4.2B
DEDEERE & CO
$4.2B
SPGIS&P GLOBAL INC
$4.1B
WDAYWORKDAY INC
$4.0B
MDTMEDTRONIC PLC
$4.0B
CMECME GROUP INC
$3.9B
MCDMCDONALDS CORP
$3.8B
AXPAMERICAN EXPRESS CO
$3.7B
RSGREPUBLIC SVCS INC
$3.6B
OLEDUNIVERSAL DISPLAY CORP
$3.6B
PFEPFIZER INC
$3.6B
VMCVULCAN MATLS CO
$3.5B
XYLXYLEM INC
$3.5B
ISRGINTUITIVE SURGICAL INC
$3.4B
EQIXEQUINIX INC
$3.4B
VRTXVERTEX PHARMACEUTICALS INC
$3.4B
KNXKNIGHT SWIFT TRANSN HLDGS IN
$3.4B
MRKMERCK & CO INC
$3.3B
MTDMETTLER TOLEDO INTERNATIONAL
$3.3B
DC4DEXCOM INC
$3.2B
ICEINTERCONTINENTAL EXCHANGE IN
$2.9B
IHS MARKIT LTD
$2.9B
FISFIDELITY NATL INFORMATION SV
$2.9B
TXNTEXAS INSTRS INC
$2.8B
EXASEXACT SCIENCES CORP
$2.8B
QCOMQUALCOMM INC
$2.7B
COOCOOPER COS INC
$2.7B
WMWASTE MGMT INC DEL
$2.7B
CLCOLGATE PALMOLIVE CO
$2.6B
NSCNORFOLK SOUTHERN CORP
$2.6B
ITWILLINOIS TOOL WKS INC
$2.6B
ADIANALOG DEVICES INC
$2.6B
RTN1USDRAYTHEON CO
$2.5B
NOCNORTHROP GRUMMAN CORP
$2.5B
SPYSPDR S&P 500 ETF TR
$2.5B
CVSCVS HEALTH CORP
$2.4B
CICIGNA CORP NEW
$2.4B
SPLKCHFSPLUNK INC
$2.4B
RCLROYAL CARIBBEAN CRUISES LTD
$2.4B
EMREMERSON ELEC CO
$2.3B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.3B
ALXNALEXION PHARMACEUTICALS INC
$2.3B
DPZDOMINOS PIZZA INC
$2.2B
PAYCPAYCOM SOFTWARE INC
$2.1B
CMGCHIPOTLE MEXICAN GRILL INC
$2.0B
GILDGILEAD SCIENCES INC
$2.0B
EOGEOG RES INC
$2.0B
PODDINSULET CORP
$1.9B
APDAIR PRODS & CHEMS INC
$1.9B
DYHTARGET CORP
$1.9B
PPGPPG INDS INC
$1.8B
PLDPROLOGIS INC
$1.8B
GSGOLDMAN SACHS GROUP INC
$1.8B
WTWWILLIS TOWERS WATSON PUB LTD
$1.7B
TSCOTRACTOR SUPPLY CO
$1.6B
PSXPHILLIPS 66
$1.6B
TAT&T INC
$1.5B
FICOFAIR ISAAC CORP
$1.5B
DLTRDOLLAR TREE INC
$1.2B
AFWALIGN TECHNOLOGY INC
$1.2B
TWTRADEWEB MKTS INC
$1.2B
ETSYETSY INC
$1.1B
QTWOQ2 HLDGS INC
$1.1B
CBCHUBB LIMITED
$1.1B
PYPLPAYPAL HLDGS INC
$1.1B
GDGENERAL DYNAMICS CORP
$1.0B
PXDEURPIONEER NAT RES CO
$1.0B
TDOCTELADOC HEALTH INC
$967.0M
TDYTELEDYNE TECHNOLOGIES INC
$931.0M
RETAEURREATA PHARMACEUTICALS INC
$712.0M
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