Silvant Capital Management LLC
•CIK: 1738728•Filing: Q4 2025
**Silvant Capital Management LLC** manages $3.0B across a diversified portfolio of 311 positions. The fund exhibits a significant concentration in mega-cap technology leaders, with top holdings including NVDA ($376.8M) and MSFT ($297.7M). Further allocations are notable in AAPL ($238.1M), GOOGL ($184.9M), and AMZN ($156.0M), indicating a core focus on established growth sectors. This structure suggests a conviction-driven, large-cap technology tilt within its investment mandate.
Total AUM
$3.0B
QoQ Performance
+2.7%
Positions
310
Top 10 Concentration
59.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AAPL
GOOGL
AMZN
NVDA12.7%
MSFT10.1%
AAPL8.0%
GOOGL6.2%
AMZN5.3%
LLY3.9%
META3.8%
AVGO3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology45.7%
Other29.5%
Consumer9.6%
Financial4.7%
Healthcare4.2%
Industrial3.8%
Communication2.2%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
+112 more exited positions
Changes from Q3 2025
NEW7 new positions
↑112 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022