Arkolith/Funds/Silvant Capital Management LLC

Silvant Capital Management LLC

CIK: 1738728Q1 2026
Active Filer
Portfolio Value
$2.9B
Positions
425
New Buys
20
14 sold
Changes
154 ↑ / 88 ↓

Top HoldingsQ1 2026

425 total positions
#SecurityValueShares% PortChangeΔ Shares
1NVIDIA CORPORATION
COM
$313.8M1.80M10.8%
ADDED
+1.51M
2MICROSOFT CORP
COM
$201.5M544.4K7.0%
ADDED
+449.8K
3APPLE INC
COM
$190.4M750.3K6.6%
ADDED
+592.8K
4ALPHABET INC
CAP STK CL A
$152.1M528.8K5.3%
ADDED
+442.8K
5AMAZON COM INC
COM
$123.5M592.8K4.3%
ADDED
+488.3K
6BROADCOM INC
COM
$95.3M307.8K3.3%
ADDED
+257.8K
7META PLATFORMS INC
CL A
$91.6M160.2K3.2%
ADDED
+141.0K
8ELI LILLY & CO
COM
$90.4M98.3K3.1%
ADDED
+86.4K
9
ROYAL CARIBBEAN GROUP
COM
$78.2M284.2K2.7%
ADDED
+267.6K
10VISA INC
COM CL A
$74.6M246.9K2.6%
ADDED
+227.8K
11GE VERNOVA INC
COM
$72.5M83.1K2.5%
ADDED
+77.9K
12GE AEROSPACE
COM NEW
$71.8M253.1K2.5%
ADDED
+236.2K
13NETFLIX INC.
COM
$62.4M649.0K2.2%
ADDED
+576.2K
14NVIDIA CORPORATION
COM
$58.3M334.5K2.0%
ADDED
+42.1K
15APPLE INC
COM
$45.4M178.9K1.6%
ADDED
+21.4K
16MICROSOFT CORP
COM
$40.7M110.0K1.4%
ADDED
+15.4K
17INTUITIVE SURGICAL INC
COM NEW
$40.3M87.4K1.4%
ADDED
+80.0K
18FAIR ISAAC CORP
COM
$36.6M34.3K1.3%
ADDED
+32.5K
19PALANTIR TECHNOLOGIES INC
CL A
$30.5M208.8K1.1%
ADDED
+183.7K
20VULCAN MATLS CO
COM
$30.1M110.7K1.0%
ADDED
+105.1K
21ALPHABET INC
CAP STK CL A
$28.2M98.2K1.0%
ADDED
+12.1K
22AUTODESK INC
COM
$26.0M108.8K0.9%
ADDED
+100.4K
23AMAZON COM INC
COM
$24.4M117.2K0.8%
ADDED
+12.7K
24HONEYWELL INTL INC
COM
$24.4M107.8K0.8%
ADDED
+99.0K
25
ASML HLDG NV
N Y REGISTRY SHS
$23.7M18.0K0.8%
ADDED
+16.9K
Showing top 25 of 425 positions

Filing History

Q1 2026411 pos
$2.9B
Q4 2025407 pos
$3.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 14, 2026