Silvant Capital Management LLC holds a focused book of 315 stocks worth $2.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Texas Pacific Land Corp and trimmed Palantir Technologies Inc-A. Their largest long position is Nvidia Corp at 13% of the equity book. Cloning the disclosed picks since 2018 would be +303% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1738728/holdings"
Use Arkolith to show Silvant Capital Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 32.4 points over this window.
Growth of $10,000 cloning Silvant Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $372.1M | 2.13M | 12.9% | ▲+5.6% Added · +113K sh | |
| 2 | Microsoft Corp COM | $242.2M | 654.4K | 8.4% | ▲+6.3% Added · +39K sh | |
| 3 | Apple Inc COM | $235.8M | 929.1K | 8.1% | ▲+6.1% Added · +53K sh | |
| 4 | Alphabet Inc CAP STK CL A | $180.3M | 627.0K | 6.2% | ▲+6.2% Added · +36K sh | |
| 5 | Amazon Com Inc COM | $147.9M | 709.9K | 5.1% | ▲+5.0% Added · +34K sh | |
| 6 | Broadcom Inc COM | $116.0M | 374.7K | 4.0% | ▲+27% Added · +79K sh | |
| 7 | Meta Platforms Inc CL A | $105.1M | 183.7K | 3.6% | ▲+6.7% Added · +12K sh | |
| 8 | Eli Lilly & Co COM | $103.3M | 112.3K | 3.6% | ▲+5.6% Added · +6K sh | |
| 9 | Royal Caribbean Group COM | $83.9M | 305.0K | 2.9% | ▲+7.0% Added · +20K sh | |
| 10 | Visa Inc COM CL A | $81.9M | 270.8K | 2.8% | ▲+6.7% Added · +17K sh | |
| 11 | Ge Vernova Inc COM | $79.3M | 90.8K | 2.7% | ▲+9.2% Added · +8K sh | |
| 12 | Ge Aerospace COM NEW | $78.7M | 277.2K | 2.7% | ▲+8.8% Added · +22K sh | |
| 13 | Netflix Inc. COM | $72.6M | 755.4K | 2.5% | ▲+20% Added · +127K sh | |
| 14 | Intuitive Surgical Inc COM NEW | $44.7M | 97.0K | 1.5% | ▲+7.0% Added · +6K sh | |
| 15 | Fair Isaac Corp COM | $39.0M | 36.5K | 1.3% | ▲+6.9% Added · +2K sh | |
| 16 | Palantir Technologies Inc CL A | $35.2M | 240.3K | 1.2% | ▼−2.6% Reduced · −6K sh | |
| 17 | Vulcan Matls Co COM | $32.0M | 117.7K | 1.1% | ▲+6.4% Added · +7K sh | |
| 18 | Autodesk Inc COM | $28.6M | 119.3K | 1.0% | ▲+6.6% Added · +7K sh | |
| 19 | Honeywell Intl Inc COM | $25.7M | 113.8K | 0.9% | ▲+0.3% Added · +318 sh | |
| 20 | Arm Holdings PLC SPONSORED ADS | $25.5M | 168.6K | 0.9% | ▲+70% Added · +69K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $25.4M | 19.3K | 0.9% | ▲+6.4% Added · +1K sh | |
| 22 | Applovin Corp COM CL A | $22.4M | 56.4K | 0.8% | ▲+1.2% Added · +661 sh | |
| 23 | Las Vegas Sands Corp COM | $22.3M | 413.9K | 0.8% | ▲+6.4% Added · +25K sh | |
| 24 | Mercadolibre Inc COM | $21.8M | 12.6K | 0.8% | ▲+6.3% Added · +749 sh | |
| 25 | Vertiv Holdings Co COM CL A | $19.3M | 77.1K | 0.7% | ▼−8.1% Reduced · −7K sh | |
| 26 | Cloudflare Inc CL A COM | $17.6M | 85.5K | 0.6% | ▲+22% Added · +15K sh | |
| 27 | Costco Wholesale Corporation COM | $16.7M | 16.8K | 0.6% | ▲+6.5% Added · +1K sh | |
| 28 | Howmet Aerospace Inc COM | $16.7M | 72.5K | 0.6% | ▲+5.9% Added · +4K sh | |
| 29 | Quanta Svcs Inc COM | $15.2M | 27.7K | 0.5% | ▼−11% Reduced · −3K sh | |
| 30 | Alphabet Inc CAP STK CL C | $14.6M | 51.0K | 0.5% | ▲+10% Added · +5K sh | |
| 31 | Monolithic PWR Sys Inc COM | $14.3M | 13.1K | 0.5% | ▲+1.6% Added · +211 sh | |
| 32 | Mastercard Incorporated CL A | $13.0M | 26.0K | 0.4% | ▲+6.6% Added · +2K sh | |
| 33 | Hilton Worldwide Hldgs Inc COM | $12.7M | 41.8K | 0.4% | ▲+10.0% Added · +4K sh | |
| 34 | Vistra Corp COM | $11.3M | 75.2K | 0.4% | ▲+11% Added · +8K sh | |
| 35 | Workday Inc CL A | $10.8M | 83.0K | 0.4% | ▲+6.6% Added · +5K sh | |
| 36 | TJX Cos Inc New COM | $10.2M | 63.9K | 0.4% | ▼−4.9% Reduced · −3K sh | |
| 37 | Cencora Inc COM | $10.1M | 32.2K | 0.3% | ▼−3.7% Reduced · −1K sh | |
| 38 | Trane Technologies PLC SHS | $9.5M | 22.9K | 0.3% | ▲+31% Added · +5K sh | |
| 39 | Axon Enterprise Inc COM | $8.6M | 20.3K | 0.3% | ▲+66% Added · +8K sh | |
| 40 | Walmart Inc COM | $8.4M | 67.2K | 0.3% | ▼−0.8% Reduced · −578 sh | |
| 41 | American Express Co COM | $8.0M | 26.5K | 0.3% | ▲+6.4% Added · +2K sh | |
| 42 | Natera Inc COM | $7.7M | 38.7K | 0.3% | ▲+149% Added · +23K sh | |
| 43 | Idexx Labs Inc COM | $7.4M | 13.2K | 0.3% | ▲+1.6% Added · +213 sh | |
| 44 | Ares Management Corporation CL A COM STK | $7.4M | 67.8K | 0.3% | ▲+29% Added · +15K sh | |
| 45 | S&P Global Inc COM | $7.4M | 17.3K | 0.3% | ▼−4.7% Reduced · −858 sh | |
| 46 | Carvana Co CL A | $7.3M | 23.3K | 0.3% | ▲+7.9% Added · +2K sh | |
| 47 | Wabtec COM | $7.3M | 29.1K | 0.3% | ▼−15% Reduced · −5K sh | |
| 48 | Expedia Group Inc COM NEW | $6.9M | 29.8K | 0.2% | ▲+26% Added · +6K sh | |
| 49 | Rockwell Automation Inc COM | $6.8M | 19.0K | 0.2% | ▲+3.8% Added · +700 sh | |
| 50 | McKesson Corp COM | $6.8M | 7.9K | 0.2% | ▼−0.9% Reduced · −73 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 411 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 407 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 18, 2025 | 466 | $2.9B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 401 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 396 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 398 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 398 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 401 | $2.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 401 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 396 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 402 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 403 | $1.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 26, 2023 | 391 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 23, 2023 | 391 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 470 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 420 | $412.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 423 | $525.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 428 | $585.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 8, 2021 | 422 | $559.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 3, 2021 | 426 | $634.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 426 | $585.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 426 | $585.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 421 | $534.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.