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Silvant Capital Management LLC

CIK:0001738728
Asset Manager
$3B AUM
305 holdings
Atlanta, GA, US
Founded:2011
8 employees
Latest filing:Jun 30, 2025

Silvant Capital Management LLC is an institutional asset manager headquartered in Atlanta, Georgia. Founded in 2011, the firm specializes in managing domestic growth equity portfolios for institutional clients, including investment companies, charitable organizations, and government entities. The firm is registered with the SEC and is an affiliate of Virtus Investment Partners, Inc. As of 2025, Silvant Capital Management has 8 employees, primarily investment professionals, and manages assets for institutional investors, not individuals.

Investment Strategy

Silvant Capital Management focuses on domestic growth equity strategies for institutional clients. The firm's investment approach emphasizes identifying companies with strong growth potential and sound fundamentals. Portfolios typically consist of large-cap growth stocks such as Nvidia, Microsoft, Apple, Amazon, Facebook, Alphabet, and Netflix. Silvant prioritizes a disciplined investment process, rigorous research, and risk management to achieve long-term capital appreciation. The firm does not offer direct investment opportunities to individual investors.

Latest 13F Filing Activity

Silvant Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 303 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Silvant Capital Management LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Palo Alto Networks Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$117.9M
M
MSFTMICROSOFT CORP
+$103.0M
A
AVGOBROADCOM INC
+$29.8M
M
METAMETA PLATFORMS INC
+$28.8M
N
NFLXNETFLIX INC
+$24.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$30.8M
A
AAPLAPPLE INC
-$15.5M
P
PANWPALO ALTO NETWORKS INC
-$7.6M
C
CRMSALESFORCE INC
-$6.6M
P
PLTRPALANTIR TECHNOLOGIES INC
-$5.7M

Top Holdings

N
NVDANVIDIA CORPORATION
+12.7%$335.8M
M
MSFTMICROSOFT CORP
+11.1%$294.7M
A
AAPLAPPLE INC
+6.5%$170.9M
A
AMZNAMAZON COM INC
+5.4%$143.7M
M
METAMETA PLATFORMS INC
+4.7%$123.8M

Equity Positions (303)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION12.70%$335.8M2,125,710$19.76$157.99+$117.9M
M
MSFT
MICROSOFT CORP11.15%$294.7M592,444$238.22$497.41+$103.0M
A
AAPL
APPLE INC6.46%$170.9M832,733$109.94$205.17-$15.5M
A
AMZN
AMAZON COM INC5.43%$143.7M654,809$115.08$219.39-$3.2M
M
META
META PLATFORMS INC4.68%$123.8M167,735$316.22$738.09+$28.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+17.9%
SERVICES-PREPACKAGED SOFTWARE
+16.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.5%
SERVICES-BUSINESS SERVICES, NEC
+7.5%
ELECTRONIC COMPUTERS
+6.5%

Investment Team (3)

NameRoleLocationLinkedIn
Gregory Frasca
Gregory Frasca
Managing Director and Sector Portfolio ManagerTampa, FL , United States
Stephen Coker
Stephen Coker
Managing Director and Senior Portfolio Manager: Industrials, Energy and Materials sectorsAtlanta, GA , United States
Sowmdeb Sen
Sowmdeb Sen
Portfolio Manager and Managing DirectorAtlanta, GA , United States