§ 13F · FUND PROFILE
Silvant Capital Management LLC.
AUM · $3.4B (13F)Positions · 521Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$325M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.78M | $356M | 10.4% | +2% |
| 2 | GOOGL | ALPHABET INC | 829K | $296M | 8.6% | +60% |
| 3 | AVGO | BROADCOM INC | 393K | $148M | 4.3% | +26% |
| 4 | MSFT | MICROSOFT CORP | 328K | $122M | 3.6% | −37% |
| 5 | LLY | ELI LILLY & CO | 97K | $117M | 3.4% | +2% |
| 6 | AAPL | APPLE INC | 353K | $102M | 3.0% | −49% |
| 7 | GEV | GE VERNOVA INC | 82K | $97M | 2.8% | +1% |
| 8 | GE | GE AEROSPACE | 251K | $94M | 2.7% | +2% |
| 9 | RCL | ROYAL CARIBBEAN GROUP | 287K | $91M | 2.7% | +3% |
| 10 | META | META PLATFORMS INC | 158K | $89M | 2.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVANT SIGNAL
AC read
Silvant Capital Management LLC is a Other fund managing $3.4 billion in assets. The fund runs a broad portfolio of 521 positions.
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