$26.8 Billion is the total value of Alkeon Capital Management's 244 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 29.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRput | $11,949,052,000 | -1.5% | 37,125,000 | -9.2% | 44.51% | +4.1% |
| AAPL | Sell | APPLE INCcall | $616,665,000 | +14.7% | 2,100,000 | -12.5% | 2.30% | +21.2% |
| MELI | Sell | MERCADOLIBRE INCcall | $428,955,000 | -37.5% | 750,000 | -39.7% | 1.60% | -33.9% |
| PG | Sell | PROCTER & GAMBLE COcall | $373,226,000 | -39.8% | 2,988,200 | -40.1% | 1.39% | -36.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $371,514,000 | +9.5% | 277,376 | -0.1% | 1.38% | +15.7% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $356,633,000 | +4.8% | 5,141,760 | -0.2% | 1.33% | +10.7% |
| AMZN | Sell | AMAZON COM INC | $356,353,000 | -0.0% | 192,848 | -6.1% | 1.33% | +5.6% |
| SNPS | Sell | SYNOPSYS INC | $352,846,000 | -15.9% | 2,534,809 | -17.1% | 1.31% | -11.2% |
| FB | FACEBOOK INCcl a | $345,691,000 | +15.3% | 1,684,243 | 0.0% | 1.29% | +21.9% | |
| RNG | Sell | RINGCENTRAL INCcl a | $334,792,000 | +15.5% | 1,984,897 | -14.0% | 1.25% | +22.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $271,050,000 | +0.1% | 2,928,691 | -0.2% | 1.01% | +5.9% |
| TTD | THE TRADE DESK INCcall | $259,780,000 | +38.5% | 1,000,000 | 0.0% | 0.97% | +46.4% | |
| NFLX | Buy | NETFLIX INCcall | $258,856,000 | +93.5% | 800,000 | +60.0% | 0.96% | +104.2% |
| AZPN | ASPEN TECHNOLOGY INC | $246,326,000 | -1.7% | 2,036,932 | 0.0% | 0.92% | +3.7% | |
| LOW | LOWES COS INCcall | $238,754,000 | +8.9% | 1,993,600 | 0.0% | 0.89% | +15.0% | |
| SHOP | Buy | SHOPIFY INCcl a | $237,120,000 | +76.9% | 596,409 | +38.7% | 0.88% | +87.1% |
| GPN | Buy | GLOBAL PMTS INC | $234,806,000 | +43.9% | 1,286,186 | +25.3% | 0.88% | +52.2% |
| SE | Buy | SEA LTDsponsored ads | $230,244,000 | +45.2% | 5,724,616 | +11.7% | 0.86% | +53.5% |
| MSFT | Sell | MICROSOFT CORP | $229,500,000 | -9.8% | 1,455,299 | -20.5% | 0.86% | -4.7% |
| MA | Sell | MASTERCARD INCcl a | $222,921,000 | -3.0% | 746,581 | -11.8% | 0.83% | +2.5% |
| TDG | Buy | TRANSDIGM GROUP INC | $222,331,000 | +25.7% | 397,019 | +16.9% | 0.83% | +32.7% |
| EQIX | Sell | EQUINIX INC | $221,867,000 | -20.0% | 380,104 | -20.9% | 0.83% | -15.5% |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $213,041,000 | +19.1% | 3,469,730 | 0.0% | 0.79% | +25.8% | |
| V | Sell | VISA INC | $213,047,000 | -1.2% | 1,133,833 | -9.6% | 0.79% | +4.5% |
| ADI | Sell | ANALOG DEVICES INC | $202,224,000 | -19.6% | 1,701,646 | -24.4% | 0.75% | -15.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $189,223,000 | -33.2% | 892,140 | -47.4% | 0.70% | -29.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $188,239,000 | +22.1% | 3,167,944 | +8.8% | 0.70% | +29.1% |
| LRCX | LAM RESEARCH CORP | $187,276,000 | +26.5% | 640,481 | 0.0% | 0.70% | +33.7% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $186,475,000 | -4.9% | 811,394 | -8.5% | 0.70% | +0.6% |
| AMZN | New | AMAZON COM INCcall | $184,784,000 | – | 100,000 | +100.0% | 0.69% | – |
| COUP | Sell | COUPA SOFTWARE INC | $179,236,000 | -31.2% | 1,225,550 | -39.1% | 0.67% | -27.3% |
| ILMN | ILLUMINA INCcall | $165,870,000 | +9.0% | 500,000 | 0.0% | 0.62% | +15.3% | |
| KO | COCA COLA COcall | $165,530,000 | +1.7% | 2,990,600 | 0.0% | 0.62% | +7.5% | |
| BA | BOEING CO | $163,166,000 | -14.4% | 500,876 | 0.0% | 0.61% | -9.5% | |
| OKTA | Sell | OKTA INCcl a | $161,172,000 | -20.6% | 1,397,000 | -32.3% | 0.60% | -16.2% |
| KLAC | KLA CORPORATION | $160,000,000 | +11.7% | 898,017 | 0.0% | 0.60% | +18.0% | |
| PSA | PUBLIC STORAGEcall | $159,720,000 | -13.2% | 750,000 | 0.0% | 0.60% | -8.2% | |
| TER | Sell | TERADYNE INC | $157,757,000 | +17.5% | 2,313,490 | -0.2% | 0.59% | +24.3% |
| LKNCY | Buy | LUCKIN COFFEE INCsponsored ads | $157,600,000 | +158.9% | 4,004,052 | +25.0% | 0.59% | +173.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORPcall | $149,760,000 | +82.8% | 1,000,000 | +66.7% | 0.56% | +93.1% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $149,153,000 | -25.5% | 178,176 | -25.2% | 0.56% | -21.2% |
| KKR | Buy | KKR & CO INCcl a | $147,309,000 | +398.8% | 5,050,000 | +359.1% | 0.55% | +427.9% |
| AVLR | Sell | AVALARA INC | $147,143,000 | -34.0% | 2,008,782 | -39.4% | 0.55% | -30.3% |
| AMGN | New | AMGEN INCcall | $144,642,000 | – | 600,000 | +100.0% | 0.54% | – |
| XLNX | Buy | XILINX INC | $143,010,000 | +25.6% | 1,462,722 | +23.2% | 0.53% | +32.6% |
| PLAN | Buy | ANAPLAN INC | $139,638,000 | +16.7% | 2,664,843 | +4.7% | 0.52% | +23.2% |
| NOC | NORTHROP GRUMMAN CORP | $139,079,000 | -8.2% | 404,334 | 0.0% | 0.52% | -3.0% | |
| KMB | KIMBERLY CLARK CORPcall | $137,165,000 | -3.2% | 997,200 | 0.0% | 0.51% | +2.4% | |
| JD | Sell | JD COM INCspon adr cl a | $134,094,000 | -29.1% | 3,806,251 | -43.2% | 0.50% | -25.1% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $133,630,000 | – | 2,300,000 | +100.0% | 0.50% | – |
| AYX | Sell | ALTERYX INC | $130,254,000 | -34.3% | 1,301,620 | -29.4% | 0.48% | -30.6% |
| SMAR | Buy | SMARTSHEET INC | $129,778,000 | +60.9% | 2,889,096 | +29.0% | 0.48% | +70.1% |
| FIVN | Sell | FIVE9 INC | $129,056,000 | +21.7% | 1,967,908 | -0.3% | 0.48% | +28.6% |
| VMC | Sell | VULCAN MATLS CO | $128,222,000 | -5.2% | 890,487 | -0.4% | 0.48% | +0.2% |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $127,433,000 | -29.3% | 1,051,000 | -35.4% | 0.48% | -25.2% |
| SQ | Buy | SQUARE INCcall | $124,945,000 | +102.3% | 1,997,200 | +100.3% | 0.46% | +113.3% |
| CG | Sell | CARLYLE GROUP L P | $118,986,000 | -9.4% | 3,709,025 | -27.8% | 0.44% | -4.3% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $118,867,000 | +7.6% | 425,073 | +5.5% | 0.44% | +13.9% |
| ANSS | Buy | ANSYS INC | $117,636,000 | +254.3% | 457,000 | +204.7% | 0.44% | +274.4% |
| NVDA | NVIDIA CORPcall | $117,650,000 | +35.2% | 500,000 | 0.0% | 0.44% | +42.7% | |
| FB | Sell | FACEBOOK INCcall | $112,888,000 | -9.4% | 550,000 | -21.4% | 0.42% | -4.3% |
| FIS | New | FIDELITY NATL INFORMATION SV | $108,490,000 | – | 780,000 | +100.0% | 0.40% | – |
| PEP | PEPSICO INCcall | $102,475,000 | -0.3% | 749,800 | 0.0% | 0.38% | +5.5% | |
| RTN | Buy | RAYTHEON CO | $101,475,000 | +53.6% | 461,795 | +37.1% | 0.38% | +62.2% |
| ADSK | Sell | AUTODESK INC | $93,740,000 | +13.1% | 510,955 | -8.9% | 0.35% | +19.5% |
| F | Buy | FORD MTR CO DELcall | $93,000,000 | +103.7% | 10,000,000 | +100.6% | 0.35% | +114.9% |
| AMAT | APPLIED MATLS INC | $87,306,000 | +22.3% | 1,430,299 | 0.0% | 0.32% | +29.0% | |
| PCTY | Sell | PAYLOCITY HLDG CORP | $84,490,000 | +7.7% | 699,300 | -13.1% | 0.32% | +13.7% |
| SHW | SHERWIN WILLIAMS CO | $83,045,000 | +6.1% | 142,312 | 0.0% | 0.31% | +12.0% | |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $82,813,000 | +49.8% | 1,220,000 | +8.9% | 0.31% | +57.9% |
| GIS | GENERAL MLS INCcall | $80,088,000 | -2.8% | 1,495,300 | 0.0% | 0.30% | +2.4% | |
| QSR | RESTAURANT BRANDS INTL INC | $76,989,000 | -10.4% | 1,207,283 | 0.0% | 0.29% | -5.3% | |
| CTAS | CINTAS CORP | $73,889,000 | +0.4% | 274,602 | 0.0% | 0.28% | +5.8% | |
| CME | CME GROUP INC | $73,082,000 | -5.0% | 364,102 | 0.0% | 0.27% | +0.4% | |
| YUM | Sell | YUM BRANDS INC | $70,657,000 | -25.1% | 701,455 | -15.6% | 0.26% | -20.8% |
| TW | TRADEWEB MKTS INCcl a | $66,480,000 | +25.3% | 1,434,308 | 0.0% | 0.25% | +32.6% | |
| BA | New | BOEING COcall | $65,152,000 | – | 200,000 | +100.0% | 0.24% | – |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $63,630,000 | +143.0% | 500,000 | +108.3% | 0.24% | +157.6% |
| IMMU | Buy | IMMUNOMEDICS INC | $60,665,000 | +87.3% | 2,866,975 | +17.4% | 0.23% | +98.2% |
| TRU | Buy | TRANSUNION | $60,219,000 | +20.5% | 703,417 | +14.2% | 0.22% | +27.3% |
| RARE | Sell | ULTRAGENYX PHARMACEUTICAL IN | $58,962,000 | -13.1% | 1,380,533 | -13.0% | 0.22% | -7.9% |
| GE | GENERAL ELECTRIC COcall | $55,624,000 | +24.8% | 4,984,200 | 0.0% | 0.21% | +31.8% | |
| EA | Sell | ELECTRONIC ARTS INC | $53,959,000 | -45.5% | 501,899 | -50.4% | 0.20% | -42.4% |
| PSN | Buy | PARSONS CORPORATION | $51,154,000 | +63.6% | 1,239,193 | +30.7% | 0.19% | +73.6% |
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $49,523,000 | -16.5% | 430,000 | -41.7% | 0.18% | -12.0% |
| LYFT | Sell | LYFT INCcall | $47,322,000 | -27.6% | 1,100,000 | -31.2% | 0.18% | -23.5% |
| SPGI | Buy | S&P GLOBAL INC | $44,371,000 | +107.0% | 162,500 | +85.7% | 0.16% | +117.1% |
| CGC | Sell | CANOPY GROWTH CORPcall | $42,180,000 | -54.0% | 2,000,000 | -50.0% | 0.16% | -51.4% |
| SHOP | Sell | SHOPIFY INCcall | $39,758,000 | -36.2% | 100,000 | -50.0% | 0.15% | -32.7% |
| BYND | New | BEYOND MEAT INCcall | $37,800,000 | – | 500,000 | +100.0% | 0.14% | – |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $36,242,000 | -41.7% | 296,022 | -40.3% | 0.14% | -38.4% |
| WB | WEIBO CORPput | $34,763,000 | +3.6% | 750,000 | 0.0% | 0.13% | +9.3% | |
| BILI | Buy | BILIBILI INCspons ads rep z | $34,206,000 | +52.6% | 1,837,043 | +15.8% | 0.13% | +60.8% |
| GOOGL | ALPHABET INCcall | $33,485,000 | +9.7% | 25,000 | 0.0% | 0.12% | +15.7% | |
| ALTR | ALTAIR ENGR INC | $32,499,000 | +3.7% | 905,000 | 0.0% | 0.12% | +10.0% | |
| XLRN | Sell | ACCELERON PHARMA INC | $30,643,000 | -17.8% | 577,950 | -38.8% | 0.11% | -13.0% |
| ESTC | Sell | ELASTIC N V | $27,649,000 | -63.9% | 430,000 | -53.8% | 0.10% | -61.9% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $27,037,000 | +96.3% | 337,500 | +80.0% | 0.10% | +106.1% |
| TCDA | TRICIDA INC | $26,772,000 | +22.3% | 709,400 | 0.0% | 0.10% | +29.9% | |
| DCPH | Sell | DECIPHERA PHARMACEUTICALS IN | $26,267,000 | -9.3% | 422,035 | -50.6% | 0.10% | -3.9% |
| YY | New | JOYY INC | $23,597,000 | – | 447,000 | +100.0% | 0.09% | – |
| AGIO | Sell | AGIOS PHARMACEUTICALS INC | $23,474,000 | -7.9% | 491,615 | -37.5% | 0.09% | -3.3% |
| TPTX | Sell | TURNING POINT THERAPEUTICS I | $22,238,000 | +6.2% | 357,000 | -35.9% | 0.08% | +12.2% |
| XP | New | XP INCcl a | $15,408,000 | – | 400,000 | +100.0% | 0.06% | – |
| UNF | Buy | UNIFIRST CORP MASS | $12,118,000 | +24.2% | 60,000 | +20.0% | 0.04% | +32.4% |
| APLT | Buy | APPLIED THERAPEUTICS INC | $12,004,000 | +173.6% | 440,039 | +10.2% | 0.04% | +200.0% |
| TGTX | New | TG THERAPEUTICS INC | $11,100,000 | – | 1,000,000 | +100.0% | 0.04% | – |
| AKRO | Sell | AKERO THERAPEUTICS INC | $9,756,000 | -14.7% | 439,594 | -12.6% | 0.04% | -10.0% |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $9,096,000 | +77.3% | 600,000 | +20.0% | 0.03% | +88.9% |
| STML | STEMLINE THERAPEUTICS INC | $8,775,000 | +2.1% | 825,500 | 0.0% | 0.03% | +10.0% | |
| RINGCENTRAL INCnote 3/1 | $6,294,000 | +29.8% | 3,000,000 | 0.0% | 0.02% | +35.3% | ||
| DDOG | DATADOG INC | $5,667,000 | +11.4% | 150,000 | 0.0% | 0.02% | +16.7% | |
| NOW | SERVICENOW INC | $5,646,000 | +11.2% | 20,000 | 0.0% | 0.02% | +16.7% | |
| ALTAIR ENGR INCnote 0.250% 6/0 | $5,125,000 | +0.9% | 5,000,000 | 0.0% | 0.02% | +5.6% | ||
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $4,082,000 | – | 60,000 | +100.0% | 0.02% | – |
| ZENDESK INCnote 0.250% 3/1 | $4,104,000 | +3.5% | 3,000,000 | 0.0% | 0.02% | +7.1% | ||
| TWILIO INCnote 0.250% 6/0 | $3,829,000 | -8.4% | 2,500,000 | 0.0% | 0.01% | -6.7% | ||
| GUIDEWIRE SOFTWARE INCnote 1.250% 3/1 | $3,528,000 | +2.3% | 3,000,000 | 0.0% | 0.01% | +8.3% | ||
| FIVE9 INCnote 0.125% 5/0 | $3,370,000 | +16.9% | 2,000,000 | 0.0% | 0.01% | +30.0% | ||
| RAPID7 INCnote 1.250% 8/0 | $2,980,000 | +15.5% | 2,000,000 | 0.0% | 0.01% | +22.2% | ||
| SRPT | New | SAREPTA THERAPEUTICS INC | $2,581,000 | – | 20,000 | +100.0% | 0.01% | – |
| NTES | NETEASE INCsponsored ads | $2,766,000 | +15.2% | 9,019 | 0.0% | 0.01% | +25.0% | |
| KPTI | New | KARYOPHARM THERAPEUTICS INC | $2,396,000 | – | 125,000 | +100.0% | 0.01% | – |
| NLTX | New | NEOLEUKIN THERAPEUTICS INC | $2,464,000 | – | 200,000 | +100.0% | 0.01% | – |
| ASND | New | ASCENDIS PHARMA A Ssponsored adr | $2,087,000 | – | 15,000 | +100.0% | 0.01% | – |
| MONGODB INCnote 0.750% 6/1 | $2,025,000 | +7.8% | 1,000,000 | 0.0% | 0.01% | +14.3% | ||
| SLGL | New | SOL GEL TECHNOLOGIES | $1,921,000 | – | 112,000 | +100.0% | 0.01% | – |
| MDLA | New | MEDALLIA INC | $1,556,000 | – | 50,000 | +100.0% | 0.01% | – |
| ZEN | Sell | ZENDESK INC | $1,605,000 | -99.0% | 20,947 | -99.1% | 0.01% | -99.0% |
| PYPL | PAYPAL HLDGS INC | $1,437,000 | +4.4% | 13,281 | 0.0% | 0.01% | 0.0% | |
| MYOK | New | MYOKARDIA INC | $1,093,000 | – | 15,000 | +100.0% | 0.00% | – |
| ZLAB | New | ZAI LAB LTDadr | $1,040,000 | – | 25,000 | +100.0% | 0.00% | – |
| COST | COSTCO WHSL CORP NEW | $800,000 | +2.0% | 2,722 | 0.0% | 0.00% | 0.0% | |
| MOMO | Exit | MOMO INCadr | $0 | – | -35,000 | -100.0% | -0.00% | – |
| AXSM | Exit | AXSOME THERAPEUTICS INC | $0 | – | -100,000 | -100.0% | -0.01% | – |
| RUBY | Exit | RUBIUS THERAPEUTICS INC | $0 | – | -400,000 | -100.0% | -0.01% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -235,640 | -100.0% | -0.04% | – |
| ZUO | Exit | ZUORA INC | $0 | – | -1,034,256 | -100.0% | -0.06% | – |
| HCAT | Exit | HEALTH CATALYST INC | $0 | – | -502,500 | -100.0% | -0.06% | – |
| CLVT | Exit | CLARIVATE ANALYTICS PLC | $0 | – | -1,025,000 | -100.0% | -0.06% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -559,196 | -100.0% | -0.08% | – |
| ARQL | Exit | ARQULE INC | $0 | – | -3,100,000 | -100.0% | -0.08% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -407,426 | -100.0% | -0.09% | – |
| EXEL | Exit | EXELIXIS INCcall | $0 | – | -1,993,700 | -100.0% | -0.12% | – |
| YY | Exit | YY INCsponsored ads a | $0 | – | -1,100,000 | -100.0% | -0.22% | – |
| PFPT | Exit | PROOFPOINT INC | $0 | – | -791,462 | -100.0% | -0.36% | – |
| BIDU | Exit | BAIDU INCput | $0 | – | -1,010,800 | -100.0% | -0.37% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVcall | $0 | – | -1,500,000 | -100.0% | -0.50% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -3,475,000 | -100.0% | -0.50% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -949,511 | -100.0% | -0.51% | – |
| CL | Exit | COLGATE PALMOLIVE COcall | $0 | – | -1,999,500 | -100.0% | -0.52% | – |
| WDAY | Exit | WORKDAY INCcall | $0 | – | -1,258,200 | -100.0% | -0.75% | – |
| ADBE | Exit | ADOBE INCput | $0 | – | -1,000,000 | -100.0% | -0.97% | – |
| CRM | Exit | SALESFORCE COM INCcall | $0 | – | -1,997,000 | -100.0% | -1.04% | – |
| NOW | Exit | SERVICENOW INCcall | $0 | – | -1,250,000 | -100.0% | -1.12% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
About Alkeon Capital Management
Alkeon Capital Management is a New York-based investment management firm that specializes in growth equity investing. The firm was founded in 2002 by Panayotis "Taki" Anagnostopoulos, who serves as the firm's Chief Investment Officer. Alkeon has a team of over 100 professionals, including analysts, portfolio managers, and traders.
The firm's investment philosophy is centered around identifying companies with strong growth potential and investing in them for the long term. Alkeon's investment approach is based on fundamental research and analysis, and the firm's investment team conducts extensive due diligence on potential investments before making any decisions.
Alkeon has a strong track record of performance, with its flagship Alkeon Growth Partners LP fund delivering an annualized return of over 30% since its inception in 2002. The firm has also been recognized for its investment expertise, with Taki Anagnostopoulos being named to Forbes' Midas List of top venture capitalists in 2020.
In addition to its investment activities, Alkeon is also committed to giving back to the community. The firm has a philanthropic arm, the Alkeon Charitable Foundation, which supports a range of causes, including education, healthcare, and the arts.
Overall, Alkeon Capital Management is a well-respected investment management firm with a strong track record of performance and a commitment to responsible investing and philanthropy.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYNOPSYS INC | 42 | Q3 2023 | 4.6% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 3.7% |
| VISA INC | 42 | Q3 2023 | 4.4% |
| TERADYNE INC | 42 | Q3 2023 | 2.6% |
| INTERCONTINENTAL EXCHANGE IN | 40 | Q3 2023 | 5.3% |
| CADENCE DESIGN SYSTEM INC | 40 | Q3 2023 | 3.6% |
| META PLATFORMS INC | 38 | Q3 2023 | 4.9% |
| LAM RESEARCH CORP | 38 | Q3 2023 | 3.1% |
| ANALOG DEVICES INC | 38 | Q3 2023 | 2.8% |
| AMAZON COM INC | 37 | Q3 2023 | 3.4% |
View Alkeon Capital Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Avaya Holdings Corp.Sold out | February 13, 2023 | 0 | 0.0% |
| Luckin Coffee Inc.Sold out | February 12, 2021 | 0 | 0.0% |
| HUYA Inc. | February 13, 2020 | 1,150,000 | 0.7% |
| SMARTSHEET INC | February 13, 2020 | 2,889,096 | 2.5% |
| Le Gaga Holdings Ltd | March 22, 2013 | 2,229,988 | 4.9% |
View Alkeon Capital Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| 3 | 2024-02-01 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Alkeon Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.