Silvant Capital Management LLC
CIK 1738728
13F filing for Q2 2026・No. 1,180
- Holdings
- US$3.44B
- Quarter change
- +US$542.73M
- Entries
- 521
- Net bought (estimate)
- +US$161.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 94
- Sold out 24
- Cut 43
- Added 77
- Corporate actions 2
- Unchanged 171
Largest holdings
385 stocks worth US$3.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 2,174,219 | US$435.04M | 12.66% |
| GOOGLAlphabetCAP STK CL A | Added | 1,000,296 | US$357.48M | 10.40% |
| AVGOBroadcomCOM | Added | 472,537 | US$178.5M | 5.19% |
| MSFTMicrosoftCOM | Cut | 415,363 | US$154.94M | 4.51% |
| LLYELI LILLY & COCOM | Added | 115,077 | US$138.03M | 4.02% |
| AAPLAppleCOM | Cut | 470,182 | US$136.05M | 3.96% |
| GEVGE VERNOVA INCCOM | Added | 92,085 | US$108.19M | 3.15% |
| GEGE AEROSPACECOM NEW | Added | 281,716 | US$105.29M | 3.06% |
| METAMetaCL A | Added | 186,856 | US$105.25M | 3.06% |
| RCLROYAL CARIBBEAN GROUPCOM | Added | 314,249 | US$99.78M | 2.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.