SILVANT CAPITAL MANAGEMENT LLC 13F Portfolio
SILVANT CAPITAL MANAGEMENT LLC runs SILVANT CAPITAL MANAGEMENT LLC and currently holds 385 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $3.44B. Their top holdings are NVDA, GOOGL, AVGO, MSFT, LLY. The top five represent 36.8% of reported portfolio weight. SILVANT CAPITAL MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SILVANT CAPITAL MANAGEMENT LLC initiated 20 new positions. They added to 60 existing positions. They trimmed 19 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$3.44B
Alpha Score
68.3
#0 of 1000
Holdings
385
SILVANT CAPITAL MANAGEMENT LLC Current 13F Holdings
Reported holdings from SILVANT CAPITAL MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
385 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 12.66% | $33.95 | $229.28 | +575.35% | Added +1.90% |
 GOOGL ALPHABET INC | 10.40% | $216.16 | $351.66 | +62.69% | Added +59.55% |
 AVGO BROADCOM INC | 5.19% | $274.20 | $361.54 | +31.85% | Added +26.11% |
 MSFT MICROSOFT CORP | 4.51% | $255.93 | $535.07 | +109.07% | Trimmed -36.52% |
 LLY ELI LILLY & CO | 4.02% | $422.92 | $1,178.52 | +178.66% | Added +2.44% |
 AAPL APPLE INC | 3.96% | $125.33 | $336.68 | +168.64% | Trimmed -49.40% |
 GEV GE VERNOVA INC | 3.15% | $355.90 | $1,004.66 | +182.29% | Added +1.41% |
 GE GE AEROSPACE | 3.06% | $175.82 | $308.23 | +75.31% | Added +1.63% |
 META META PLATFORMS INC | 3.06% | $370.12 | $718.67 | +94.17% | Added +1.70% |
 RCL ROYAL CARIBBEAN GROUP | 2.90% | $90.38 | $282.26 | +212.30% | Added +3.02% |
Showing 1-10 of 385