Stock Taper

SILVANT CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AppLovin CorporationAPP65.58K$33.79M
Wells Fargo & CompanyWFC62.13K$5.13M
Solaris Energy Infrastructure, Inc.SEI61.55K$4.95M
Walmart Inc.WMT60.7K$6.87M
Western Digital CorporationWDC57.62K$36.8M
Honeywell International Inc.HON57.02K$12.77M
O'Reilly Automotive, Inc.ORLY56.8K$5.23M
Alphabet Inc.GOOG55.51K$19.61M
The Estée Lauder Companies Inc.EL55.06K$4.35M
Viking Holdings LtdVIK51.21K$5.36M
Space Exploration Technologies Corp.SPCX50.93K$8.7M
Reddit, Inc.RDDT50.61K$8.79M
Live Nation Entertainment, Inc.LYV50.12K$9.18M
Tapestry, Inc.TPR47.95K$7.02M
Gildan Activewear Inc.GIL47.91K$2.47M
Natera, Inc.NTRA45.4K$12.32M
Affirm Holdings, Inc.AFRM45.19K$3.69M
Cencora, Inc.COR42.14K$11.93M
SharkNinja, Inc.SN39.78K$6.06M
Fair Isaac CorporationFICO39.07K$46.69M