Silvant Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Silvant Capital Management LLC reported 315 stock positions worth $2.9 billion. Its top holding was Nvidia (NVDA) at 12.9% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Apple (AAPL, 8.1%). Compared with Q4 2025, it opened 17 new positions, sold out of 13, added to 104 and reduced 48. The biggest buy was GE Vernova (GEV, shares +9%) and the biggest sale Palantir Technologies Class A (PLTR, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001738728
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001738728-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 315 stocks · $2.9B
| NVDA Nvidia Corp. | 12.86% | 2,133,659 | $372.1M | Add +5.6% |
| MSFT Microsoft Corp. | 8.37% | 654,356 | $242.2M | Add +6.3% |
| AAPL Apple Inc. | 8.15% | 929,139 | $235.8M | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 6.23% | 626,966 | $180.3M | Add +6.2% |
| AMZN Amazon.com Inc. | 5.11% | 709,934 | $147.9M | Add +5.0% |
| AVGO Broadcom Inc. | 4.01% | 374,690 | $116.0M | Add +26.8% |
| META Meta Platforms Inc. Class A | 3.63% | 183,735 | $105.1M | Add +6.7% |
| LLY Eli Lilly & Co. | 3.57% | 112,338 | $103.3M | Add +5.6% |
| RCL Royal Caribbean Cruises Ltd. | 2.90% | 305,043 | $83.9M | Add +7.0% |
| V Visa Inc. Class A | 2.83% | 270,827 | $81.9M | Add +6.7% |
| GEV GE Vernova Inc. | 2.74% | 90,802 | $79.3M | Add +9.2% |
| GE General Electric filed as GE AEROSPACE | 2.72% | 277,207 | $78.7M | Add +8.8% |
| NFLX Netflix Inc. | 2.51% | 755,395 | $72.6M | Add +20.2% |
| ISRG Intuitive Surgical Inc. | 1.55% | 97,003 | $44.7M | Add +7.0% |
| FICO Fair Isaac Corp. | 1.35% | 36,547 | $39.0M | Add +6.9% |
| PLTR Palantir Technologies Inc. Class A | 1.21% | 240,330 | $35.2M | Reduce -2.6% |
| VMC Vulcan Materials Co. | 1.11% | 117,672 | $32.0M | Add +6.4% |
| ADSK Autodesk Inc. | 0.99% | 119,318 | $28.6M | Add +6.6% |
| HON Honeywell International Inc. | 0.89% | 113,795 | $25.7M | Add +0.3% |
| ARM Arm Holdings PLC-ADR | 0.88% | 168,598 | $25.5M | Add +70.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.88% | 19,250 | $25.4M | Add +6.4% |
| APP AppLovin Corp. Class A | 0.78% | 56,354 | $22.4M | Add +1.2% |
| LVS Las Vegas Sands Corp. | 0.77% | 413,894 | $22.3M | Add +6.4% |
| MELI MercadoLibre Inc. | 0.75% | 12,625 | $21.8M | Add +6.3% |
| VRT Vertiv Holdings Co. Class A | 0.67% | 77,108 | $19.3M | Reduce -8.1% |
| NET Cloudflare Inc. Class A | 0.61% | 85,523 | $17.6M | Add +22.1% |
| COST Costco Wholesale Corp. | 0.58% | 16,806 | $16.7M | Add +6.5% |
| HWM Howmet Aerospace Inc. | 0.58% | 72,516 | $16.7M | Add +5.9% |
| PWR Quanta Services Inc. | 0.53% | 27,744 | $15.2M | Reduce -10.8% |
| GOOG Alphabet Inc. Class C | 0.51% | 51,035 | $14.6M | Add +10.4% |
| MPWR Monolithic Power Systems Inc. | 0.50% | 13,106 | $14.3M | Add +1.6% |
| MA Mastercard Inc. Class A | 0.45% | 25,985 | $13.0M | Add +6.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.44% | 41,790 | $12.7M | Add +10.0% |
| VST Vistra Corp. | 0.39% | 75,177 | $11.3M | Add +11.4% |
| WDAY Workday Inc. Class A | 0.37% | 83,022 | $10.8M | Add +6.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 63,922 | $10.2M | Reduce -4.9% |
| COR Cencora Inc. | 0.35% | 32,185 | $10.1M | Reduce -3.7% |
| TT Trane Technologies PLC | 0.33% | 22,890 | $9.5M | Add +30.6% |
| AXON Axon Enterprise Inc. | 0.30% | 20,335 | $8.6M | Add +65.7% |
| WMT Walmart Inc. | 0.29% | 67,197 | $8.4M | Reduce -0.8% |
| AXP American Express Co. | 0.28% | 26,502 | $8.0M | Add +6.4% |
| NTRA Natera Inc. | 0.27% | 38,701 | $7.7M | Add +149.3% |
| IDXX Idexx Laboratories Inc. | 0.26% | 13,248 | $7.4M | Add +1.6% |
| ARES Ares Management Corp. Class A | 0.26% | 67,783 | $7.4M | Add +28.9% |
| SPGI S&P Global Inc. | 0.25% | 17,345 | $7.4M | Reduce -4.7% |
| CVNA Carvana Co. | 0.25% | 23,337 | $7.3M | Add +7.9% |
| WAB Wabtec Corp. | 0.25% | 29,078 | $7.3M | Reduce -15.1% |
| EXPE Expedia Group Inc. | 0.24% | 29,849 | $6.9M | Add +26.1% |
| ROK Rockwell Automation Inc. | 0.24% | 19,014 | $6.8M | Add +3.8% |
| MCK McKesson Corp. | 0.24% | 7,881 | $6.8M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.23% | 22,697 | $6.7M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 0.23% | 18,562 | $6.6M | Add +4.9% |
| RDDT Reddit Inc. Class A | 0.23% | 49,094 | $6.6M | Add +17.0% |
| MSCI MSCI Inc. | 0.23% | 12,189 | $6.6M | Reduce -3.5% |
| AMAT Applied Materials Inc. | 0.22% | 18,339 | $6.3M | Add +10.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 15,926 | $6.2M | Add +5.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.21% | 18,258 | $6.0M | Add +1.6% |
| LYV Live Nation Entertainment Inc. | 0.20% | 38,509 | $5.9M | Add +20.2% |
| LPLA LPL Financial Holdings Inc. | 0.20% | 19,260 | $5.8M | Add +32.1% |
| DDOG Datadog Inc. Class A | 0.20% | 49,008 | $5.8M | Add +1.6% |
| STRL Sterling Infrastructure Inc. | 0.19% | 13,810 | $5.6M | Add +11.5% |
| TPL Texas Pacific Land Corp. | 0.19% | 11,678 | $5.5M | New |
| TEL Te Connectivity PLC | 0.19% | 26,472 | $5.5M | Add +1.6% |
| BKNG Booking Holdings Inc. | 0.19% | 1,273 | $5.4M | Add +9.2% |
| JBL Jabil Inc. | 0.18% | 19,983 | $5.3M | Add +5.2% |
| URI United Rentals Inc. | 0.18% | 7,261 | $5.3M | Add +1.6% |
| FITB Fifth Third Bancorp | 0.18% | 113,656 | $5.3M | Add +1.6% |
| DRI Darden Restaurants Inc. | 0.18% | 26,122 | $5.1M | Add +29.0% |
| SN Sharkninja Inc. | 0.17% | 47,029 | $5.0M | Add +1.6% |
| ORLY O'reilly Automotive Inc. | 0.17% | 51,867 | $4.8M | Add +11.4% |
| BURL Burlington Stores Inc. | 0.16% | 14,628 | $4.8M | Reduce -7.3% |
| WFC Wells Fargo & Co. | 0.16% | 58,845 | $4.7M | Add +62.6% |
| NRG NRG Energy Inc. | 0.16% | 31,875 | $4.7M | Add +12.0% |
| ENTG Entegris Inc. | 0.16% | 39,538 | $4.6M | Add +1.6% |
| HEI Heico Corp. | 0.16% | 16,795 | $4.6M | New |
| JLL Jones Lang Lasalle Inc. | 0.16% | 14,866 | $4.5M | Add +1.6% |
| TPR Tapestry Inc. | 0.16% | 32,007 | $4.5M | Reduce -7.2% |
| LRCX Lam Research Corp. | 0.16% | 21,127 | $4.5M | Reduce -15.7% |
| RKLB Rocket Lab Corp. | 0.16% | 69,964 | $4.5M | New |
| MCHP Microchip Technology Inc. | 0.15% | 68,817 | $4.4M | Add +16.1% |
| CPNG Coupang Inc. | 0.15% | 233,435 | $4.4M | Add +18.6% |
| FERG Ferguson Enterprises Inc. | 0.15% | 18,811 | $4.4M | Add +1.6% |
| RSG Republic Services Inc. | 0.14% | 19,159 | $4.2M | Reduce -0.9% |
| DECK Deckers Outdoor Corp. | 0.14% | 41,907 | $4.2M | Add +123.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 84,294 | $4.1M | Reduce -0.8% |
| DHI D.R. Horton Inc. | 0.14% | 29,798 | $4.1M | Add +58.1% |
| MTD Mettler-Toledo International | 0.14% | 3,240 | $4.1M | Add +12.7% |
| FIX Comfort Systems USA Inc. | 0.14% | 2,896 | $4.0M | New |
| TDY Teledyne Technologies Inc. | 0.14% | 6,572 | $4.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 6,045 | $3.9M | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.13% | 23,244 | $3.9M | Add +78.6% |
| MCD McDonald's Corp. | 0.13% | 12,396 | $3.9M | Reduce -0.8% |
| TSCO Tractor Supply Company | 0.13% | 84,851 | $3.8M | Add +1.6% |
| CBRE CBRE Group Inc. Class A | 0.13% | 27,934 | $3.8M | Add +88.9% |
| ORCL Oracle Corp. | 0.13% | 25,656 | $3.8M | Reduce -0.8% |
| FN Fabrinet | 0.13% | 7,080 | $3.7M | Reduce -18.9% |
| CB Chubb Ltd. | 0.12% | 10,825 | $3.5M | Reduce -0.8% |
| RTX RTX Corp. | 0.12% | 18,076 | $3.5M | Reduce -0.8% |
| TKO Tko Group Holdings Inc. | 0.12% | 17,086 | $3.4M | Add +14.7% |
| VEEV Veeva Systems Inc. Class A | 0.12% | 19,579 | $3.4M | Add +16.7% |
Portfolio Sells Q4 2025 → Q1 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -2.6% | 1.21% | −0.27 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.21 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.21 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.17 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.15 |
| ADI Analog Devices Inc. | Reduce -89.2% | 0.02% | −0.13 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.13 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.11 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.11 |
| ULTA Ulta Beauty Inc. | Reduce -43.0% | 0.10% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -79.4% | 0.02% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -61.0% | 0.04% | −0.08 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.08 |
| CTAS Cintas Corp. | Reduce -97.9% | 0.00% | −0.07 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.07 |
| SPGI S&P Global Inc. | Reduce -4.7% | 0.25% | −0.07 |
| UNP Union Pacific Corp. | Reduce -50.3% | 0.08% | −0.07 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.06 |
| SLM SLM Corp. | Sold out | 0.00% | −0.05 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.13% | −0.04 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.04 |
| COR Cencora Inc. | Reduce -3.7% | 0.35% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -94.8% | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.3% | 0.12% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.11% | −0.02 |
| RL Ralph Lauren Corp. | Reduce -15.4% | 0.10% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.23% | −0.02 |
| MSCI MSCI Inc. | Reduce -3.5% | 0.23% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.8% | 0.14% | −0.02 |
| COF Capital One Financial Corp. | Reduce -0.8% | 0.05% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -82.2% | 0.00% | −0.01 |
| FN Fabrinet | Reduce -18.9% | 0.13% | −0.01 |
| EFX Equifax Inc. | Reduce -0.9% | 0.02% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -0.9% | 0.07% | −0.00 |
| SYK Stryker Corp. | Reduce -0.9% | 0.06% | −0.00 |
| HD Home Depot Inc. | Reduce -0.7% | 0.09% | −0.00 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.04% | −0.00 |
| CI The Cigna Group | Reduce -0.8% | 0.06% | −0.00 |
| DOCU Docusign Inc. | Reduce -0.8% | 0.00% | −0.00 |
| EXE Expand Energy Corp. | Reduce -0.9% | 0.03% | +0.00 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 0.05% | +0.00 |
| YUM Yum! Brands Inc. | Reduce -0.9% | 0.05% | +0.00 |
| MTB M & T Bank Corp. | Reduce -0.9% | 0.05% | +0.00 |
| HCA HCA Healthcare Inc. | Reduce -0.9% | 0.09% | +0.00 |
| TJX TJX Companies Inc. | Reduce -4.9% | 0.35% | +0.00 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.13% | +0.00 |
| WAB Wabtec Corp. | Reduce -15.1% | 0.25% | +0.00 |
| RSG Republic Services Inc. | Reduce -0.9% | 0.14% | +0.01 |
| CB Chubb Ltd. | Reduce -0.8% | 0.12% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +9.2% | 2.74% | +0.90 |
| AVGO Broadcom Inc. | Add +26.8% | 4.01% | +0.55 |
| NFLX Netflix Inc. | Add +20.2% | 2.51% | +0.52 |
| ARM Arm Holdings PLC-ADR | Add +70.1% | 0.88% | +0.52 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.4% | 0.88% | +0.22 |
| RCL Royal Caribbean Cruises Ltd. | Add +7.0% | 2.90% | +0.22 |
| TPL Texas Pacific Land Corp. | New | 0.19% | +0.19 |
| HEI Heico Corp. | New | 0.16% | +0.16 |
| RKLB Rocket Lab Corp. | New | 0.16% | +0.16 |
| NTRA Natera Inc. | Add +149.3% | 0.27% | +0.15 |
| NET Cloudflare Inc. Class A | Add +22.1% | 0.61% | +0.14 |
| HON Honeywell International Inc. | Add +0.3% | 0.89% | +0.14 |
| FIX Comfort Systems USA Inc. | New | 0.14% | +0.14 |
| TDY Teledyne Technologies Inc. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +5.6% | 12.86% | +0.13 |
| COST Costco Wholesale Corp. | Add +6.5% | 0.58% | +0.12 |
| LITE Lumentum Holdings Inc. | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +6.1% | 8.15% | +0.11 |
| HWM Howmet Aerospace Inc. | Add +5.9% | 0.58% | +0.10 |
| KNX Knight-Swift Transportation | New | 0.10% | +0.10 |
| MPWR Monolithic Power Systems Inc. | Add +1.6% | 0.50% | +0.10 |
| MANH Manhattan Associates Inc. | New | 0.10% | +0.10 |
| TT Trane Technologies PLC | Add +30.6% | 0.33% | +0.10 |
| ASTS Ast Spacemobile Inc. | New | 0.09% | +0.09 |
| W Wayfair Inc. Class A | New | 0.09% | +0.09 |
| FDX FedEx Corp. | Add +6959.4% | 0.08% | +0.08 |
| DECK Deckers Outdoor Corp. | Add +123.8% | 0.14% | +0.08 |
| AMAT Applied Materials Inc. | Add +10.6% | 0.22% | +0.07 |
| HLT Hilton Worldwide Holdings Inc. | Add +10.0% | 0.44% | +0.07 |
| GE General Electric | Add +8.8% | 2.72% | +0.07 |
| STRL Sterling Infrastructure Inc. | Add +11.5% | 0.19% | +0.07 |
| KLAC KLA Corp. | Add +286.1% | 0.08% | +0.07 |
| AXON Axon Enterprise Inc. | Add +65.7% | 0.30% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Add +78.6% | 0.13% | +0.06 |
| LIN Linde PLC | Add +3357.0% | 0.06% | +0.06 |
| AEP American Electric Power | Add +2881.8% | 0.06% | +0.06 |
| SEI Solaris Energy Infrastructur | New | 0.05% | +0.05 |
| EL Estee Lauder Companies Class A | New | 0.05% | +0.05 |
| DRI Darden Restaurants Inc. | Add +29.0% | 0.18% | +0.05 |
| CBRE CBRE Group Inc. Class A | Add +88.9% | 0.13% | +0.05 |
| DHI D.R. Horton Inc. | Add +58.1% | 0.14% | +0.05 |
| ENTG Entegris Inc. | Add +1.6% | 0.16% | +0.05 |
| LYV Live Nation Entertainment Inc. | Add +20.2% | 0.20% | +0.05 |
| WFC Wells Fargo & Co. | Add +62.6% | 0.16% | +0.05 |
| DOV Dover Corp. | New | 0.05% | +0.05 |
| VMC Vulcan Materials Co. | Add +6.4% | 1.11% | +0.04 |
| ETN Eaton Corp. PLC | Add +4.9% | 0.23% | +0.04 |
| JBL Jabil Inc. | Add +5.2% | 0.18% | +0.04 |
| SOLS Solstice Adv Materials Inc. | Add +6.0% | 0.07% | +0.03 |
| CRCL Circle Internet Group Inc. | Add +20.4% | 0.09% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 385 | $3.4B | NVDA, GOOGL, AVGO, MSFT, LLY |
| Q1 2026 | 315 | $2.9B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q4 2025 | 311 | $3.0B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q3 2025Amended | 310 | $2.9B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 305 | $2.6B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 302 | $2.2B | NVDA, MSFT, AAPL, AMZN, META |
| Q4 2024 | 304 | $2.4B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2024 | 303 | $2.3B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2024 | 307 | $2.3B | NVDA, MSFT, AAPL, AMZN, LLY |
| Q1 2024 | 307 | $2.1B | MSFT, NVDA, AAPL, AMZN, META |