Institutions / Silvant Capital Management LLC / Holdings

Silvant Capital Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$376.79M	2,020,315	12.7%
MICROSOFT CORP	—	$297.66M	615,481	10.1%
Apple Inc.	—	$238.09M	875,781	8.0%
Alphabet Inc.	—	$184.86M	590,609	6.2%
Amazon.com Inc	—	$155.99M	675,789	5.3%
ELI LILLY & Co	—	$114.32M	106,375	3.9%
Meta Platforms Inc	—	$113.63M	172,142	3.8%
Broadcom Inc.	—	$102.27M	295,485	3.5%
Visa Inc	—	$89.05M	253,919	3.0%
ROYAL CARIBBEAN CRUISES LTD	—	$79.49M	285,010	2.7%
GENERAL ELECTRIC CO	—	$78.50M	254,833	2.7%
Netflix Inc	—	$58.93M	628,500	2.0%
FAIR ISAAC CORP	—	$57.81M	34,192	2.0%
GE Vernova Inc.	—	$54.34M	83,151	1.8%
Intuitive Surgical Inc	—	$51.32M	90,622	1.7%
Palantir Technologies Inc	—	$43.85M	246,694	1.5%
AppLovin Corp	—	$37.53M	55,693	1.3%
Autodesk, Inc.	—	$33.13M	111,913	1.1%
Vulcan Materials Co	—	$31.55M	110,609	1.1%
LAS VEGAS SANDS CORP	—	$25.32M	388,980	0.9%
MercadoLibre, Inc.	—	$23.92M	11,876	0.8%
HONEYWELL INTERNATIONAL INC	—	$22.14M	113,477	0.7%
ASML HOLDING N V	—	$19.35M	18,091	0.7%
Workday Inc	—	$16.72M	77,864	0.6%
Alphabet Inc.	—	$14.50M	46,212	0.5%
Howmet Aerospace Inc.	—	$14.04M	68,465	0.5%
Mastercard Inc	—	$13.92M	24,381	0.5%
Cloudflare, Inc.	—	$13.81M	70,044	0.5%
COSTCO WHOLESALE CORP /NEW	—	$13.60M	15,774	0.5%
Vertiv Holdings Co	—	$13.60M	83,930	0.5%
Quanta Services Inc	—	$13.12M	31,086	0.4%
Monolithic Power Systems Inc	—	$11.69M	12,895	0.4%
Cencora Inc	—	$11.29M	33,435	0.4%
Hilton Worldwide Holdings Inc.	—	$10.91M	37,991	0.4%
Vistra Corp.	—	$10.89M	67,476	0.4%
ARM HOLDINGS PLC /UKARM	ADR	$10.84M	99,136	0.4%
TJX Cos Inc/The	—	$10.33M	67,234	0.3%
Reddit, Inc.	—	$9.64M	41,953	0.3%
S&P Global Inc.	—	$9.51M	18,203	0.3%
AMERICAN EXPRESS CO	—	$9.22M	24,917	0.3%
CARVANA CO.	—	$9.13M	21,629	0.3%
IDEXX LABORATORIES INC /DE	—	$8.82M	13,035	0.3%
Ares Management Corporation	—	$8.50M	52,573	0.3%
Walmart Inc.	—	$7.55M	67,775	0.3%
JPMORGAN CHASE & CO	—	$7.37M	22,865	0.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$7.31M	34,232	0.2%
MSCI Inc.	—	$7.25M	12,631	0.2%
Alnylam Pharmaceuticals Inc	—	$7.14M	17,964	0.2%
Rockwell Automation Inc	—	$7.13M	18,314	0.2%
CrowdStrike Holdings, Inc.	—	$7.07M	15,083	0.2%