Silvant Capital Management LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$2.9B
Holdings
322
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +21.8% (82.6k → 100.7k shares)
12.9%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +37.1% (22.6k → 31.0k shares)
8.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 7.8% (154.5k → 142.4k shares)
8.1%
04
$GOOGL
ALPHABET INC
Q1 2026: Increased +46.0% (16.1k → 23.5k shares)
6.2%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 0.6% (38.3k → 38.1k shares)
5.1%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +9.3% (14.0k → 15.2k shares)
4.0%
07
$META
META PLATFORMS INC
Q1 2026: Increased +0.9% (15.4k → 15.5k shares)
3.6%
08
$LLY
ELI LILLY & CO
Q1 2026: Increased +9.5% (2.0k → 2.2k shares)
3.6%
09
$RCL
ROYAL CARIBBEAN GROUP
Q1 2026: Increased +69.6% (744 → 1.3k shares)
2.9%
10
$V
VISA INC
Q1 2026: Increased +4.7% (4.9k → 5.2k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 20:01 UTC.