StockDriftsStockDriftsTop 50 Silvant Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.86% | 2.13M | $372.1M | +5.61%(+113.34K) | $30.61(+670.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.37% | 654.4K | $242.2M | +6.32%(+38.88K) | $257.55(+58.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.15% | 929.1K | $235.8M | +6.09%(+53.36K) | $124.41(+139.70%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.23% | 627.0K | $180.3M | +6.16%(+36.36K) | $131.39(+205.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.11% | 709.9K | $147.9M | +5.05%(+34.15K) | $122.83(+117.55%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.01% | 374.7K | $116.0M | +26.81%(+79.20K) | $230.61(+90.71%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.63% | 183.7K | $105.1M | +6.73%(+11.59K) | $346.92(+78.26%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.57% | 112.3K | $103.3M | +5.61%(+5.96K) | $408.60(+146.38%) | 2026-03-31 | |
| RCL | ROYAL CARIBBEAN GROUP | 2.9% | 305.0K | $83.9M | +7.03%(+20.03K) | $81.37(+226.14%) | 2026-03-31 | |
| V | VISA INC | 2.83% | 270.8K | $81.9M | +6.66%(+16.91K) | $208.50(+54.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.79% | +161.61% |
| Top 20 Holdings Unweighted | +30.82% | +123.89% |
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