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CIK: 0001738728
Total reported value
$3.4B
$3.4B
302 檔
24.4%
During the Q1 2025 filing period, Silvant Capital Management LLC (CIK: 0001738728) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.4B across 302 reported positions.
In Q1 2025, Silvant Capital Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.03% | -0.20% | +0.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.82% | -3.86% | -0.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.57% | -4.19% | -10.83% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.75% | -3.36% | +5.99% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.37% | -0.57% | +8.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.86% | +4.17% | -4.81% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.56% | +0.45% | +0.40% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.47% | -0.08% | -10.33% | |
| 9 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 2.96% | — | +0.18% | |
| 10 | FICO | Fair Isaac CORP | Stock-Tech | 2.67% | +0.01% | +0.10% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.57% | -0.95% | +0.24% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +1.18% | +2.41% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.97% | -0.41% | +0.29% | |
| 14 | GE | General Electric | Stock-Industrials | 1.92% | +0.34% | +0.13% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.48% | — | +0.29% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.47% | -0.02% | +0.23% | |
| 17 | ADSK | Autodesk Inc | Stock-Tech | 1.28% | -0.31% | +0.25% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.15% | +0.45% | -4.22% | |
| 19 | VMC | Vulcan Materials Co | Stock-Materials | 1.14% | -0.09% | +0.14% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.07% | -0.89% | EXIT | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.24% | +7.64% | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.94% | -0.12% | +6.90% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 0.86% | +0.41% | +0.12% | |
| 24 | WDAY | Workday Inc-class A | Stock-Tech | 0.80% | -0.07% | +0.35% | |
| 25 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.66% | -0.21% | +0.18% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.11% | +1.17% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.04% | +0.94% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 0.53% | +0.52% | +0.17% | |
| 29 | WAB | Wabtec CORP | Stock-Industrials | 0.47% | -0.10% | — | |
| 30 | APP | Applovin Corp-class A | Stock-Tech | 0.47% | +0.20% | +27.42% | |
| 31 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.46% | +0.90% | +0.25% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | -39.84% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.46% | — | — | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.44% | -0.21% | — | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.41% | -0.07% | +0.96% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.10% | +0.47% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.39% | — | — | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | -0.53% | EXIT | |
| 39 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.38% | — | -31.07% | |
| 40 | VST | Vistra CORP | Stock-Utilities | 0.37% | -0.04% | +45.38% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.05% | +1.28% | |
| 42 | MSCI | Msci Inc | Stock-Financials | 0.35% | -0.23% | EXIT | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.35% | — | — | |
| 44 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.35% | — | — | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.31% | -0.50% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.01% | — | |
| 47 | AXP | American Express Co | Stock-Financials | 0.29% | — | +1.22% | |
| 48 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.29% | +0.05% | — | |
| 49 | APO | Apollo Global Management Inc | Stock-Financials | 0.29% | — | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | New buy |
| 10 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 11 | NFLX | Netflix Inc | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 14 | GE | General Electric | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | CRM | Salesforce Inc | — | NEW | New buy |
| 17 | ADSK | Autodesk Inc | — | NEW | New buy |
| 18 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 19 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 20 | HON | Honeywell International Inc | — | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 22 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 23 | GEV | GE Vernova Inc | — | NEW | New buy |
| 24 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 25 | LVS | Las Vegas Sands CORP | — | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 27 | MA | Mastercard Inc - A | — | NEW | New buy |
| 28 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 29 | WAB | Wabtec CORP | — | NEW | New buy |
| 30 | APP | Applovin Corp-class A | — | NEW | New buy |
| 31 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 32 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 33 | COR | Cencora Inc | — | NEW | New buy |
| 34 | TT | Trane Technologies plc | — | NEW | New buy |
| 35 | SPGI | S&p Global Inc | — | NEW | New buy |
| 36 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 37 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 38 | PWR | Quanta Services Inc | — | NEW | New buy |
| 39 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 40 | VST | Vistra CORP | — | NEW | New buy |
| 41 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 42 | MSCI | Msci Inc | — | NEW | New buy |
| 43 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 44 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 45 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 46 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 49 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Silvant Capital Management LLC reported a total U.S. public equity portfolio value of $3.4B across 302 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 24.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $218.0M
During Q1 2025, Silvant Capital Management LLC's top holdings by market value included NVDA (10.0%)、MSFT (8.8%)、AAPL (8.6%). The largest single position, NVDA, represented 10.0% of total portfolio value.
In Q1 2025, Silvant Capital Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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