Titelia

Holdings of Silvant Capital Management LLC

298 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.1 % of the equity sleeve

Sector breakdown

  • Technology 42.9 %
  • Communication 13.7 %
  • Industrials 13.1 %
  • Consumer discretionary 9.2 %
  • Health care 7.7 %
  • Financials 5.6 %
  • Materials 1.3 %
  • Consumer staples 1.0 %
  • Utilities 0.7 %
  • Real estate 0.2 %
  • Energy 0.2 %
  • Unattributed 4.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.2 %
  • GB 0.9 %
  • NL 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2962.7B $98.16 %
2GB125.5M $0.92 %
3NL125.4M $0.92 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,133,659372.1M $
2Microsoft Corp 654,356242.2M $
3Apple Inc 929,139235.8M $
4Alphabet Inc 626,966180.3M $
5Amazon.com Inc 709,934147.9M $
6Broadcom Inc 374,690116M $
7Meta Platforms Inc 183,735105.1M $
8Eli Lilly & Co 112,338103.3M $
9Visa Inc 270,82781.9M $
10GE Vernova Inc 90,80279.3M $
11General Electric Co 277,20778.7M $
12Netflix Inc 755,39572.6M $
13Intuitive Surgical Inc 97,00344.7M $
14Fair Isaac Corp 36,54739M $
15Palantir Technologies Inc 240,33035.2M $
16Vulcan Materials Co 117,67232M $
17Autodesk Inc 119,31828.6M $
18Honeywell International Inc 113,79525.7M $
19ARM Holdings PLC 168,59825.5M $
20ASML Holding NV 19,25025.4M $
21AppLovin Corp 56,35422.4M $
22Las Vegas Sands Corp 413,89422.3M $
23MercadoLibre Inc 12,62521.8M $
24Vertiv Holdings Co 77,10819.3M $
25Cloudflare Inc 85,52317.6M $
26Costco Wholesale Corp 16,80616.7M $
27Howmet Aerospace Inc 72,51616.7M $
28Quanta Services Inc 27,74415.2M $
29Alphabet Inc 51,03514.6M $
30Monolithic Power Systems Inc 13,10614.3M $
31Mastercard Inc 25,98513M $
32Hilton Worldwide Holdings Inc 41,79012.7M $
33Vistra Corp 75,17711.3M $
34Workday Inc 83,02210.8M $
35TJX Cos Inc/The 63,92210.2M $
36Cencora Inc 32,18510.1M $
37Axon Enterprise Inc 20,3358.6M $
38Walmart Inc 67,1978.4M $
39American Express Co 26,5028M $
40Natera Inc 38,7017.7M $
41IDEXX Laboratories Inc 13,2487.4M $
42Ares Management Corp 67,7837.4M $
43S&P Global Inc 17,3457.4M $
44Carvana Co 23,3377.3M $
45Westinghouse Air Brake Technologies Corp 29,0787.3M $
46Expedia Group Inc 29,8496.9M $
47Rockwell Automation Inc 19,0146.8M $
48McKesson Corp 7,8816.8M $
49JPMorgan Chase & Co 22,6976.7M $
50Reddit Inc 49,0946.6M $
51MSCI Inc 12,1896.6M $
52Applied Materials Inc 18,3396.3M $
53Crowdstrike Holdings Inc 15,9266.2M $
54Alnylam Pharmaceuticals Inc 18,2586M $
55Live Nation Entertainment Inc 38,5095.9M $
56LPL Financial Holdings Inc 19,2605.8M $
57Datadog Inc 49,0085.8M $
58Sterling Infrastructure Inc 13,8105.6M $
59Texas Pacific Land Corp 11,6785.5M $
60Booking Holdings Inc 1,2735.4M $
61Jabil Inc 19,9835.3M $
62United Rentals Inc 7,2615.3M $
63Fifth Third Bancorp 113,6565.3M $
64Darden Restaurants Inc 26,1225.1M $
65O'Reilly Automotive Inc 51,8674.8M $
66Burlington Stores Inc 14,6284.8M $
67Wells Fargo & Co 58,8454.7M $
68NRG Energy Inc 31,8754.7M $
69Entegris Inc 39,5384.6M $
70HEICO Corp 16,7954.6M $
71Jones Lang LaSalle Inc 14,8664.5M $
72Tapestry Inc 32,0074.5M $
73Lam Research Corp 21,1274.5M $
74Rocket Lab Corp 69,9644.5M $
75Microchip Technology Inc 68,8174.4M $
76Coupang Inc 233,4354.4M $
77Ferguson Enterprises Inc 18,8114.4M $
78Republic Services Inc 19,1594.2M $
79Deckers Outdoor Corp 41,9074.2M $
80Bank of America Corp 84,2944.1M $
81DR Horton Inc 29,7984.1M $
82Mettler-Toledo International Inc 3,2404.1M $
83Comfort Systems USA Inc 2,8964M $
84Teledyne Technologies Inc 6,5724M $
85State Street SPDR S&P 500 ETF Trust 6,0453.9M $
86CH Robinson Worldwide Inc 23,2443.9M $
87McDonald's Corp. 12,3963.9M $
88Tractor Supply Co 84,8513.8M $
89CBRE Group Inc 27,9343.8M $
90Oracle Corp 25,6563.8M $
91RTX Corp 18,0763.5M $
92TKO Group Holdings Inc 17,0863.4M $
93Veeva Systems Inc 19,5793.4M $
94Insulet Corp 16,2193.4M $
95Dexcom Inc 54,1753.4M $
96Tesla Inc 9,0373.4M $
97Lumentum Holdings Inc 4,7013.3M $
98Insmed Inc 19,9053.3M $
99International Business Machines Corp. 13,2413.2M $
100Carpenter Technology Corp 7,9943.2M $