Silvant Capital Management LLC: 13F holdings

CIK 17387282026Q2

Positions385
Reported value$3.4bn
Filed2026-08-11

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION2,174,219$435.0m12.7%
GOOGL ALPHABET INC1,000,296$357.5m10.4%
AVGO BROADCOM INC472,537$178.5m5.2%
MSFT MICROSOFT CORP415,363$154.9m4.5%
LLY ELI LILLY & CO115,077$138.0m4.0%
AAPL APPLE INC470,182$136.1m4.0%
GEV GE VERNOVA INC92,085$108.2m3.1%
GE GE AEROSPACE281,716$105.3m3.1%
META META PLATFORMS INC186,856$105.3m3.1%
ROYAL CARIBBEAN GROUP314,249$99.8m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1738728")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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