StockDriftsStockDriftsTop 50 Silvant Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.66% | 2.17M | $435.0M | +1.90%(+40.56K) | $33.44(+576.00%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 10.4% | 1.00M | $357.5M | +59.55%(+373.33K) | $200.08(+72.29%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.19% | 472.5K | $178.5M | +26.11%(+97.85K) | $252.34(+56.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.51% | 415.4K | $154.9M | -36.52%(-238.99K) | $257.55(+88.73%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.02% | 115.1K | $138.0M | +2.44%(+2.74K) | $423.70(+178.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.96% | 470.2K | $136.1M | -49.40%(-458.96K) | $124.41(+145.47%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.15% | 92.1K | $108.2M | +1.41%(+1.28K) | $302.26(+257.61%) | 2026-06-30 | |
| GE | GE AEROSPACE | 3.06% | 281.7K | $105.3M | +1.63%(+4.51K) | $162.16(+128.38%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.06% | 186.9K | $105.3M | +1.70%(+3.12K) | $350.31(+65.65%) | 2026-06-30 | |
| RCL | ROYAL CARIBBEAN GROUP | 2.9% | 314.2K | $99.8M | +3.02%(+9.21K) | $87.47(+248.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.93% | +94.97% | +16.16% | +111.50% |
| Top 20 Holdings Unweighted | +19.47% | +70.51% | +14.38% | +95.80% |
Silvant Capital Management LLC reports $3.44B in US-listed equity holdings across 385 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (12.7%), GOOGL (10.4%) and AVGO (5.2%). The top 20 holdings account for 68.83% of reported assets. Its disclosed equity book has returned +94.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silvant Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738728). View Silvant Capital Management LLC’s 13F filings on SEC