Silvant Capital Management LLC
13F filer · CIK 1738728 · Atlanta, GA
Summary
Silvant Capital Management LLC reported $3.44B across 385 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are NVDA (12.7%), GOOGL (10.4%), AVGO (5.2%). Versus 2026 Q1, leaving options aside, it opened 94 new positions, added to 78, trimmed 42 and sold out of 24.
Reported value$3.44B
Positions385
Report period2026 Q2
FiledAug 11, 2026
New positions94
Added78
Trimmed42
Sold out24
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.7%Value $435.04MPrice $227.21Shares 2.17M +1.90%Since Jun 30 +13.55%
Weight 10.4%Value $357.48MPrice $340.92Shares 1.00M +59.55%Since Jun 30 -4.60%
Weight 5.2%Value $178.50MPrice $355.10Shares 473K +26.11%Since Jun 30 -6.00%
Weight 4.5%Value $154.94MPrice $508.96Shares 415K -36.52%Since Jun 30 +36.44%
Weight 4.0%Value $138.03MPrice $1185Shares 115K +2.44%Since Jun 30 -1.23%
Weight 4.0%Value $136.05MPrice $329.40Shares 470K -49.40%Since Jun 30 +13.84%
Weight 3.1%Value $108.19MPrice $962.49Shares 92K +1.41%Since Jun 30 -18.08%
Weight 3.1%Value $105.29MPrice $317.89Shares 282K +1.63%Since Jun 30 -14.94%
Weight 3.1%Value $105.25MPrice $738.79Shares 187K +1.70%Since Jun 30 +31.16%
Weight 2.9%Value $99.78MPrice $245.81Shares 314K +3.02%Since Jun 30 -22.59%
Weight 2.7%Value $94.37MPrice $365.88Shares 275K +1.56%Since Jun 30 +6.64%
Weight 1.8%Value $61.28MPrice $293.67Shares 173K +2.50%Since Jun 30 -17.18%
Weight 1.7%Value $60.07MPrice $246.67Shares 252K -64.50%Since Jun 30 +3.49%
Weight 1.7%Value $57.12MPrice $403.02Shares 118KSince Jun 30 -16.70%
Weight 1.6%Value $53.50MPrice $70.30Shares 749K -0.81%Since Jun 30 -1.54%
Weight 1.4%Value $48.08MPrice $1834Shares 24K +25.54%Since Jun 30 -7.80%
Weight 1.4%Value $46.69MPrice $617.87Shares 39K +6.91%Since Jun 30 -48.29%
Weight 1.3%Value $44.46MPrice $1730Shares 20KSince Jun 30 -23.93%
Weight 1.2%Value $42.18MPrice $354.92Shares 86KSince Jun 30 -27.65%
Weight 1.1%Value $39.26MPrice $412.18Shares 99K +1.77%Since Jun 30 +3.65%
Weight 1.1%Value $36.80MPrice $453.48Shares 58KSince Jun 30 -29.00%
Weight 1.0%Value $35.14MPrice $242.75Shares 119K +1.23%Since Jun 30 -17.71%
Weight 1.0%Value $33.79MPrice $305.66Shares 66K +16.38%Since Jun 30 -40.68%
Weight 1.0%Value $33.43MPrice $186.97Shares 287K +19.22%Since Jun 30 +60.26%
Weight 0.7%Value $23.54MPrice $203.18Shares 121K +1.49%Since Jun 30 +4.51%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.7% | $435.04M | +13.55% | +1.90% | Add | |
| 10.4% | $357.48M | -4.60% | +59.55% | Add | |
| 5.2% | $178.50M | -6.00% | +26.11% | Add | |
| 4.5% | $154.94M | +36.44% | -36.52% | Trim | |
| 4.0% | $138.03M | -1.23% | +2.44% | Add | |
| 4.0% | $136.05M | +13.84% | -49.40% | Trim | |
| 3.1% | $108.19M | -18.08% | +1.41% | Add | |
| 3.1% | $105.29M | -14.94% | +1.63% | Add | |
| 3.1% | $105.25M | +31.16% | +1.70% | Add | |
| 2.9% | $99.78M | -22.59% | +3.02% | Add | |
| 2.7% | $94.37M | +6.64% | +1.56% | Add | |
| 1.8% | $61.28M | -17.18% | +2.50% | Add | |
| 1.7% | $60.07M | +3.49% | -64.50% | Trim | |
| 1.7% | $57.12M | -16.70% | — | New | |
| 1.6% | $53.50M | -1.54% | -0.81% | Trim | |
| 1.4% | $48.08M | -7.80% | +25.54% | Add | |
| 1.4% | $46.69M | -48.29% | +6.91% | Add | |
| 1.3% | $44.46M | -23.93% | — | New | |
| 1.2% | $42.18M | -27.65% | — | New | |
| 1.1% | $39.26M | +3.65% | +1.77% | Add | |
| 1.1% | $36.80M | -29.00% | — | New | |
| 1.0% | $35.14M | -17.71% | +1.23% | Add | |
| 1.0% | $33.79M | -40.68% | +16.38% | Add | |
| 1.0% | $33.43M | +60.26% | +19.22% | Add | |
| 0.7% | $23.54M | +4.51% | +1.49% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.