Filed: 11/13/2025ACC: 0001628280-25-051922
📋 What this filing means
SILVANT CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 310 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
310
Positions
$2.83B
Total AUM (reported)
11.27M
Total Shares
Allocation by class
COM$2.07B73.0%
CL A$247.48M8.8%
CAP STK CL A$140.70M5.0%
COM NEW$131.31M4.6%
COM CL A$125.19M4.4%
CL A COM$26.79M0.9%
SHS$22.40M0.8%
Portfolio Concentration
Top 3$918.79M32.5%
4–10$737.07M26.1%
11–25$548.44M19.4%
Rest$622.91M22.0%
Top 3 weight
32.5%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 11.27M
Sole
Full voting authority
1.77M
shares
% of voting shares15.7%
Shared
Joint voting authority
9.51M
shares
% of voting shares84.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole152
Shared0
Other158
Dominant voting typeShared · 84.3% of voting shares
Institutional Holdings310
Rows:
NVIDIA CORPORATION
OTRShares2.12M
TypeSH
Market value$394.64M
13.96%
Sole
250.62K
Shared
1.86M
None
0.00
MICROSOFT CORP
OTRShares602.19K
TypeSH
Market value$311.90M
11.03%
Sole
81.14K
Shared
521.05K
None
0.00
APPLE INC
OTRShares833.54K
TypeSH
Market value$212.24M
7.51%
Sole
136.58K
Shared
696.96K
None
0.00
ALPHABET INC
OTRShares578.76K
TypeSH
Market value$140.70M
4.98%
Sole
74.97K
Shared
503.79K
None
0.00
AMAZON COM INC
OTRShares622.25K
TypeSH
Market value$136.63M
4.83%
Sole
87.77K
Shared
534.49K
None
0.00
META PLATFORMS INC
OTRShares150.03K
TypeSH
Market value$110.18M
3.90%
Sole
15.14K
Shared
134.89K
None
0.00
BROADCOM INC
OTRShares282.36K
TypeSH
Market value$93.15M
3.29%
Sole
41.11K
Shared
241.25K
None
0.00
ROYAL CARIBBEAN GROUP
OTRShares275.35K
TypeSH
Market value$89.10M
3.15%
Sole
13.24K
Shared
262.11K
None
0.00
VISA INC
OTRShares249.49K
TypeSH
Market value$85.17M
3.01%
Sole
15.03K
Shared
234.46K
None
0.00
ELI LILLY & CO
OTRShares107.66K
TypeSH
Market value$82.14M
2.91%
Sole
9.22K
Shared
98.44K
None
0.00
GE AEROSPACE
OTRShares251.32K
TypeSH
Market value$75.60M
2.67%
Sole
13.84K
Shared
237.48K
None
0.00
NETFLIX INC
OTRShares61.37K
TypeSH
Market value$73.58M
2.60%
Sole
6.23K
Shared
55.14K
None
0.00
GE VERNOVA INC
OTRShares82.06K
TypeSH
Market value$50.46M
1.78%
Sole
4.30K
Shared
77.76K
None
0.00
FAIR ISAAC CORP
OTRShares33.25K
TypeSH
Market value$49.76M
1.76%
Sole
1.44K
Shared
31.81K
None
0.00
PALANTIR TECHNOLOGIES INC
OTRShares268.16K
TypeSH
Market value$48.92M
1.73%
Sole
19.01K
Shared
249.16K
None
0.00
INTUITIVE SURGICAL INC
OTRShares88.88K
TypeSH
Market value$39.75M
1.41%
Sole
5.78K
Shared
83.10K
None
0.00
AUTODESK INC
OTRShares109.96K
TypeSH
Market value$34.93M
1.24%
Sole
6.61K
Shared
103.35K
None
0.00
VULCAN MATLS CO
OTRShares109.43K
TypeSH
Market value$33.66M
1.19%
Sole
4.62K
Shared
104.80K
None
0.00
MERCADOLIBRE INC
OTRShares10.80K
TypeSH
Market value$25.24M
0.89%
Sole
657.00
Shared
10.14K
None
0.00
HONEYWELL INTL INC
OTRShares112.83K
TypeSH
Market value$23.75M
0.84%
Sole
8.21K
Shared
104.61K
None
0.00
SALESFORCE INC
OTRShares95.62K
TypeSH
Market value$22.66M
0.80%
Sole
4.30K
Shared
91.32K
None
0.00
LAS VEGAS SANDS CORP
OTRShares384.30K
TypeSH
Market value$20.67M
0.73%
Sole
17.93K
Shared
366.36K
None
0.00
WORKDAY INC
OTRShares76.18K
TypeSH
Market value$18.34M
0.65%
Sole
5.66K
Shared
70.52K
None
0.00
ASML HOLDING N V
OTRShares17.88K
TypeSH
Market value$17.31M
0.61%
Sole
861.00
Shared
17.02K
None
0.00
ARM HOLDINGS PLC
OTRShares97.59K
TypeSH
Market value$13.81M
0.49%
Sole
5.74K
Shared
91.85K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 2.12M | SH | $394.64M 13.96% | 250.62K | 1.86M | 0.00 |
MICROSOFT CORPOTR | COM | 602.19K | SH | $311.90M 11.03% | 81.14K | 521.05K | 0.00 |
APPLE INCOTR | COM | 833.54K | SH | $212.24M 7.51% | 136.58K | 696.96K | 0.00 |
ALPHABET INCOTR | CAP STK CL A | 578.76K | SH | $140.70M 4.98% | 74.97K | 503.79K | 0.00 |
AMAZON COM INCOTR | COM | 622.25K | SH | $136.63M 4.83% | 87.77K | 534.49K | 0.00 |
META PLATFORMS INCOTR | CL A | 150.03K | SH | $110.18M 3.90% | 15.14K | 134.89K | 0.00 |
BROADCOM INCOTR | COM | 282.36K | SH | $93.15M 3.29% | 41.11K | 241.25K | 0.00 |
ROYAL CARIBBEAN GROUPOTR | COM | 275.35K | SH | $89.10M 3.15% | 13.24K | 262.11K | 0.00 |
VISA INCOTR | COM CL A | 249.49K | SH | $85.17M 3.01% | 15.03K | 234.46K | 0.00 |
ELI LILLY & COOTR | COM | 107.66K | SH | $82.14M 2.91% | 9.22K | 98.44K | 0.00 |
GE AEROSPACEOTR | COM NEW | 251.32K | SH | $75.60M 2.67% | 13.84K | 237.48K | 0.00 |
NETFLIX INCOTR | COM | 61.37K | SH | $73.58M 2.60% | 6.23K | 55.14K | 0.00 |
GE VERNOVA INCOTR | COM | 82.06K | SH | $50.46M 1.78% | 4.30K | 77.76K | 0.00 |
FAIR ISAAC CORPOTR | COM | 33.25K | SH | $49.76M 1.76% | 1.44K | 31.81K | 0.00 |
PALANTIR TECHNOLOGIES INCOTR | CL A | 268.16K | SH | $48.92M 1.73% | 19.01K | 249.16K | 0.00 |
INTUITIVE SURGICAL INCOTR | COM NEW | 88.88K | SH | $39.75M 1.41% | 5.78K | 83.10K | 0.00 |
AUTODESK INCOTR | COM | 109.96K | SH | $34.93M 1.24% | 6.61K | 103.35K | 0.00 |
VULCAN MATLS COOTR | COM | 109.43K | SH | $33.66M 1.19% | 4.62K | 104.80K | 0.00 |
MERCADOLIBRE INCOTR | COM | 10.80K | SH | $25.24M 0.89% | 657.00 | 10.14K | 0.00 |
HONEYWELL INTL INCOTR | COM | 112.83K | SH | $23.75M 0.84% | 8.21K | 104.61K | 0.00 |
SALESFORCE INCOTR | COM | 95.62K | SH | $22.66M 0.80% | 4.30K | 91.32K | 0.00 |
LAS VEGAS SANDS CORPOTR | COM | 384.30K | SH | $20.67M 0.73% | 17.93K | 366.36K | 0.00 |
WORKDAY INCOTR | CL A | 76.18K | SH | $18.34M 0.65% | 5.66K | 70.52K | 0.00 |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 17.88K | SH | $17.31M 0.61% | 861.00 | 17.02K | 0.00 |
ARM HOLDINGS PLCOTR | SPONSORED ADS | 97.59K | SH | $13.81M 0.49% | 5.74K | 91.85K | 0.00 |
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