What did Alkeon Capital Management Buy in Q4 2020?

Find out what your favorite investors buy and sell.

Sign up for FREE
13F reports – Q4 2020
Cannell Capital J. Carlo Cannell 16 Feb, 2021
Land & Buildings Investment Management Jonathan Litt16 Feb, 2021
Centerbridge Partners Mark Gallogly , Jeffrey Aronson 16 Feb, 2021
Moab Capital Partners Michael M. Rothenberg , David Sackler 16 Feb, 2021
Pershing Square Capital Management Bill Ackman 16 Feb, 2021
Soros Fund Management George Soros , Robert Soros 16 Feb, 2021
SoftBank Group Masayhoshi Son16 Feb, 2021
H Partners Rehan Jaffer , Usman Nabi 16 Feb, 2021
Punch Card Capital Norbert Lou 16 Feb, 2021
Third Point Dan Loeb 16 Feb, 2021
Orbimed Advisors Sven Borho, Carl Gordon16 Feb, 2021
Gates Capital Management Jeffrey Gates 16 Feb, 2021
AQR Capital Management Cliff Asness16 Feb, 2021
Robotti & Company Robert Robotti 16 Feb, 2021
Altimeter Capital Management Brad Gerstner16 Feb, 2021
RBS Partners Eddie Lampert 16 Feb, 2021
Paulson & Co. John Paulson 16 Feb, 2021
Greenlight Capital David Einhorn 16 Feb, 2021
MSD Capital Glenn Fuhrman , John Phelan 16 Feb, 2021
Dragoneer Investment Group Marc Stad16 Feb, 2021
ValueAct Holdings Jeffrey Ubben 16 Feb, 2021
Perceptive Advisors Joseph Edelman 16 Feb, 2021
RA Capital Management Peter Kolchinsky 16 Feb, 2021
Fairholme Capital Management Bruce Berkowitz 16 Feb, 2021
Hound Partners Jonathan Auerbach 16 Feb, 2021
Abdiel Capital Advisors Colin Moran, Geoffrey Gentile16 Feb, 2021
Glenview Capital Management Larry Robbins 16 Feb, 2021
Whale Rock Capital Management Alex Sacerdote16 Feb, 2021
Teton Capital Partners Quincy Lee 16 Feb, 2021
Kingstown Capital Michael Blitzer 16 Feb, 2021
Berkshire Hathaway Charlie Munger , Warren Buffett 16 Feb, 2021
MHR Fund Management Mark Rachesky 16 Feb, 2021
Citadel Advisors 16 Feb, 2021
Valley Forge Capital Management Dev Kantesaria 16 Feb, 2021
3G Capital Partners Jorge Paulo Lemann , Alex Behring 16 Feb, 2021
Baker Brothers Advisors 16 Feb, 2021
Lone Pine Capital Stephen Mandel 16 Feb, 2021
Par Capital Management Edward Shapiro , Paul Reeder 16 Feb, 2021
Brookfield Asset Management Bruce Flatt16 Feb, 2021
Duquesne Family Office Stanley Druckenmiller 16 Feb, 2021
Eventide Asset Management 16 Feb, 2021
Giverny Capital Jean-Philippe Bouchard 16 Feb, 2021
Brave Warrior Advisors Glenn Greenberg 16 Feb, 2021
Leucadia National Ian Cumming , Joe Steinberg 16 Feb, 2021
Chou Associates Management Francis Chou 16 Feb, 2021
Broad Run Investment Management Brian E. Macauley , David S. Rainey 16 Feb, 2021
Brown Capital Management Eddie Brown16 Feb, 2021
Coatue Management 16 Feb, 2021
Himalaya Capital Management Li Lu 16 Feb, 2021
Scion Asset Management Michael J. Burry 16 Feb, 2021
CAS Investment Partners 16 Feb, 2021
TCI Fund Management Chris Hohn 16 Feb, 2021
Greenlea Lane 16 Feb, 2021
D1 Capital Partners Daniel Sundheim16 Feb, 2021
Salzman & Co. Stephen B. Salzman 16 Feb, 2021
GoldenTree Asset Management Steve Tananbaum 16 Feb, 2021
Dorsey Asset Management Pat Dorsey 16 Feb, 2021
Raffles Associates Paul O'Leary 16 Feb, 2021
Southeastern Asset Management Mason Hawkins 16 Feb, 2021
Alkeon Capital Management amendmentPanayotis Sparaggis16 Feb, 2021
Nantahala Capital Management Wilmot B. Harkey , Daniel Mack 16 Feb, 2021
Joho Capital Robert Karr 16 Feb, 2021
Altarock Partners Mark Massey 16 Feb, 2021
Conifer Management Gregory Alexander12 Feb, 2021
Alkeon Capital Management Panayotis Sparaggis12 Feb, 2021
Bares Capital Management Brian Bares 12 Feb, 2021
Fundsmith Terry Smith, Michael O'Brien12 Feb, 2021
Long Pond Capital John Khoury12 Feb, 2021
Icahn Capital Carl Icahn 12 Feb, 2021
Baupost Group Seth Klarman 12 Feb, 2021
Wedgewood Partners Tony Guerrerio , David Rolfe 12 Feb, 2021
Avenir Corp James H. Rooney , Peter C. Keefe 12 Feb, 2021
Miura Global Management Pasco Alfaro 12 Feb, 2021
Sachem Head Capital Scott Ferguson 12 Feb, 2021
Abrams Capital Management David Abrams 12 Feb, 2021
Triple Frond Partners Charles F. Pollnow 12 Feb, 2021
Dalal Street Mohnish Pabrai 12 Feb, 2021
Aquamarine Capital Management Guy Spier 12 Feb, 2021
Affinity Asset Advisors 12 Feb, 2021
ARK Investment Management Catherine Wood, Brett Winton12 Feb, 2021
International Value Advisers Charles de Vaulx 12 Feb, 2021
Altai Capital Management Toby Symonds 12 Feb, 2021
Lindsell Train Michael Lindsell, Nick Train12 Feb, 2021
Bridgewater Associates Ray Dalio12 Feb, 2021
Ariel Investments John Rogers12 Feb, 2021
GoodHaven Capital Management Larry Pitkowsky , Keith Trauner 12 Feb, 2021
Strategy Capital Hamilton Helmer12 Feb, 2021
Edgewood Management Alan Breed , Lawrence Creel 12 Feb, 2021
ShawSpring Partners 12 Feb, 2021
Turtle Creek Asset Management Andrew Brenton , Jeffrey Hebel 12 Feb, 2021
Fairfax Financial Holdings Prem Watsa 12 Feb, 2021
Lafayette Investments Judge Lawrence 11 Feb, 2021
Gardner Russo & Gardner Thomas Russo 11 Feb, 2021
Polen Capital Management 11 Feb, 2021
Magellan Asset Management 10 Feb, 2021
Renaissance Technologies Jim Simons10 Feb, 2021
Donald Smith & Co. Donald Smith 10 Feb, 2021
Akre Capital Management Chuck Akre 10 Feb, 2021
Weitz Investment Management Wally Weitz 10 Feb, 2021
ClearBridge Investments 10 Feb, 2021
Baillie Gifford & Company Baillie Gifford10 Feb, 2021
Markel Corporation Tom Gayner 05 Feb, 2021
RV Capital 04 Feb, 2021
Mittleman Brothers Chris Mittleman 02 Feb, 2021
Swift Run Capital Bill Beisswanger 02 Feb, 2021
Locust Wood Capital Advisers Paul M. Morris 25 Jan, 2021
Lincoln Capital Judd Norman 15 Jan, 2021
Daily Journal Corporation Charlie Munger 08 Jan, 2021
High-conviction holdings
Avg. Weighting
JOE ST JOE CO18.16%
IEP ICAHN ENTERPRISES LP14.00%
SIX SIX FLAGS ENTMT CORP NEW COM12.54%
DIN DINE BRANDS GLOBAL INC11.30%
AN AUTONATION INC10.23%
TMUS T-MOBILE US INC10.07%
REV REVLON INC9.71%
GOCO GOHEALTH INC9.64%
CDLX CARDLYTICS INC8.88%
NAV NAVISTAR INTL CORP NEW8.33%
MU MICRON TECHNOLOGY INC7.83%
LE LANDS END INC NEW7.12%
ATCO ATLAS CORP6.86%
SRG SERITAGE GROWTH PPTYS6.86%
GRBK GREEN BRICK PARTNERS INC6.66%
ALLY ALLY FINL INC6.60%
CHTR CHARTER COMMUNICATIONS INC N6.51%
IGT INTERNATIONAL GAME TECHNOLOG6.49%
TPX TEMPUR SEALY INTL INC6.46%
FRGI FIESTA RESTAURANT GROUP INC6.17%
BRKA BERKSHIRE HATHAWAY INC DEL6.14%
BAC BK OF AMERICA CORP5.79%
BMCH BMC STOCK HOLDINGS INC5.67%
LGFA LIONS GATE ENTMNT CORP5.51%
IWM ISHARES TR5.47%
Popular holdings
Owners
FB FACEBOOK INC CL-A44
MSFT MICROSOFT CORP41
GOOGL Alphabet Inc Class A40
AMZN AMAZON.COM INC39
V VISA INC-CLASS A SHARES33
BRKB BERKSHIRE HATHAWAY INC DEL28
GOOG ALPHABET INC. CL C27
AAPL APPLE INC26
DIS HSBC Trinkaus & Burkhardt KGaA24
MA MASTERCARD INCORPORATED24
BAC BK OF AMERICA CORP21
JPM JPMORGAN CHASE & CO21
BABA Alibaba Group Holding Sponsored ADR21
SPGI S&P GLOBAL INC20
ADBE ADOBE SYSTEMS INCORPORATED20
DDOG DATADOG INC20
PYPL PAYPAL INC20
JNJ JOHNSON &JOHNSON COM USD1.0020
WFC WELLS FARGO CO NEW19
BRKA BERKSHIRE HATHAWAY INC DEL19
CRM SALESFORCE.COM INC18
DHR DANAHER CORPORATION18
NKE NIKE INC CL B18
SBUX STARBUCKS CORP18
MKL MARKEL CORP HOLDING17