$30.9 Billion is the total value of Alkeon Capital Management's 251 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRput | $8,293,078,000 | -23.9% | 31,030,000 | -20.2% | 26.81% | -8.6% |
| SPY | SPDR S&P 500 ETF TRput | $2,678,850,000 | -5.3% | 7,500,000 | 0.0% | 8.66% | +13.7% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $763,735,000 | -15.2% | 7,984,676 | +1831.2% | 2.47% | +1.8% |
| FB | META PLATFORMS INCcall | $678,400,000 | -15.9% | 5,000,000 | 0.0% | 2.19% | +1.1% | |
| TSLA | Buy | TESLA INCcall | $596,812,000 | +18.2% | 2,250,000 | +200.0% | 1.93% | +42.0% |
| SNPS | Sell | SYNOPSYS INC | $587,630,000 | -9.8% | 1,923,438 | -10.4% | 1.90% | +8.3% |
| AAPL | New | APPLE INCcall | $552,800,000 | – | 4,000,000 | +100.0% | 1.79% | – |
| AMZN | Sell | AMAZON COM INC | $536,183,000 | +3.4% | 4,744,983 | -2.8% | 1.73% | +24.3% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $523,422,000 | -2.3% | 3,202,727 | -10.3% | 1.69% | +17.3% |
| FB | Sell | META PLATFORMS INCcl a | $487,874,000 | -25.2% | 3,595,766 | -11.1% | 1.58% | -10.1% |
| AMZN | Sell | AMAZON COM INCcall | $480,250,000 | +0.5% | 4,250,000 | -5.6% | 1.55% | +20.8% |
| V | Sell | VISA INC | $410,907,000 | -11.5% | 2,313,014 | -2.0% | 1.33% | +6.3% |
| KLAC | Sell | KLA CORP | $381,456,000 | -31.7% | 1,260,467 | -28.0% | 1.23% | -18.0% |
| MELI | Buy | MERCADOLIBRE INC | $371,881,000 | +32.7% | 449,252 | +2.1% | 1.20% | +59.4% |
| QCOM | Sell | QUALCOMM INC | $367,268,000 | -32.1% | 3,250,737 | -23.3% | 1.19% | -18.5% |
| MSFT | Sell | MICROSOFT CORP | $359,539,000 | -15.9% | 1,543,746 | -7.3% | 1.16% | +1.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $356,012,000 | +10.9% | 5,192,700 | +32.2% | 1.15% | +33.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $348,695,000 | -12.1% | 1,226,328 | -2.5% | 1.13% | +5.5% |
| AXP | AMERICAN EXPRESS COcall | $337,276,000 | -2.7% | 2,500,000 | 0.0% | 1.09% | +16.8% | |
| CG | Sell | CARLYLE GROUP INC | $330,544,000 | -19.6% | 12,791,937 | -1.5% | 1.07% | -3.4% |
| BKNG | BOOKING HOLDINGS INCcall | $328,642,000 | -6.0% | 200,000 | 0.0% | 1.06% | +13.0% | |
| ADI | Sell | ANALOG DEVICES INC | $326,540,000 | -26.0% | 2,343,477 | -22.4% | 1.06% | -11.0% |
| TJX | Sell | TJX COS INC NEW | $320,027,000 | +0.4% | 5,151,768 | -9.8% | 1.04% | +20.6% |
| LRCX | Sell | LAM RESEARCH CORP | $306,538,000 | -35.2% | 837,535 | -24.6% | 0.99% | -22.2% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $285,969,000 | +2.7% | 190,296 | -10.7% | 0.92% | +23.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $278,511,000 | +67.4% | 10,509,821 | +29.2% | 0.90% | +100.9% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INCcall | $271,395,000 | -2.6% | 2,250,000 | -10.0% | 0.88% | +16.9% |
| EXPE | Buy | EXPEDIA GROUP INC | $270,229,000 | +36.5% | 2,884,294 | +38.1% | 0.87% | +64.0% |
| ASML | Sell | ASML HOLDING N V | $252,062,000 | -23.6% | 606,867 | -12.5% | 0.82% | -8.2% |
| PDD | PINDUODUO INCcall | $250,320,000 | +1.3% | 4,000,000 | 0.0% | 0.81% | +21.7% | |
| JD | Buy | JD.COM INCspon adr cl a | $238,651,000 | -13.1% | 4,744,568 | +11.0% | 0.77% | +4.5% |
| MSFT | New | MICROSOFT CORPcall | $232,900,000 | – | 1,000,000 | +100.0% | 0.75% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $232,400,000 | -4.1% | 2,572,214 | -0.2% | 0.75% | +15.2% |
| BIDU | Sell | BAIDU INCspon adr rep a | $231,578,000 | -25.7% | 1,971,043 | -5.9% | 0.75% | -10.7% |
| EQIX | Sell | EQUINIX INC | $212,793,000 | -22.7% | 374,084 | -10.7% | 0.69% | -7.2% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $210,216,000 | -34.6% | 979,119 | -22.2% | 0.68% | -21.4% |
| PATH | Sell | UIPATH INCcl a | $195,065,000 | -30.7% | 15,469,074 | -0.1% | 0.63% | -16.8% |
| TDG | Sell | TRANSDIGM GROUP INC | $193,598,000 | -12.4% | 368,884 | -10.4% | 0.63% | +5.2% |
| TER | Sell | TERADYNE INC | $183,797,000 | -30.4% | 2,445,734 | -17.1% | 0.59% | -16.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $180,176,000 | +137.7% | 2,252,478 | +237.8% | 0.58% | +185.8% |
| MAR | Buy | MARRIOTT INTL INC NEWcall | $175,175,000 | +28.8% | 1,250,000 | +25.0% | 0.57% | +54.6% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $164,642,000 | -23.5% | 3,448,005 | -7.0% | 0.53% | -8.1% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $160,479,000 | -10.6% | 762,041 | -20.4% | 0.52% | +7.5% |
| SHW | Sell | SHERWIN WILLIAMS CO | $157,927,000 | -18.3% | 771,315 | -10.6% | 0.51% | -1.7% |
| LOW | Sell | LOWES COS INC | $149,021,000 | -28.2% | 793,465 | -33.2% | 0.48% | -13.8% |
| AYX | Sell | ALTERYX INC | $147,103,000 | +7.6% | 2,634,360 | -6.7% | 0.48% | +29.3% |
| RNG | Sell | RINGCENTRAL INCcl a | $145,672,000 | -24.7% | 3,645,438 | -1.5% | 0.47% | -9.4% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $141,215,000 | -17.1% | 8,060,191 | -15.0% | 0.46% | -0.2% |
| DIS | New | DISNEY WALT COcall | $141,495,000 | – | 1,500,000 | +100.0% | 0.46% | – |
| CRM | SALESFORCE INCcall | $140,964,000 | -12.8% | 980,000 | 0.0% | 0.46% | +4.8% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $140,483,000 | +87.0% | 1,909,000 | +174.4% | 0.45% | +124.8% |
| NTES | Sell | NETEASE INCsponsored ads | $140,485,000 | -27.1% | 1,858,265 | -10.0% | 0.45% | -12.5% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $136,119,000 | +57.0% | 1,231,396 | +6.5% | 0.44% | +88.8% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $133,572,000 | -3.9% | 414,705 | -10.7% | 0.43% | +15.5% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INput | $132,462,000 | – | 1,800,000 | +100.0% | 0.43% | – |
| QCOM | Sell | QUALCOMM INCcall | $127,306,000 | -63.8% | 1,126,800 | -59.0% | 0.41% | -56.4% |
| AMD | ADVANCED MICRO DEVICES INCcall | $126,720,000 | -17.1% | 2,000,000 | 0.0% | 0.41% | -0.5% | |
| DASH | New | DOORDASH INCcall | $123,625,000 | – | 2,500,000 | +100.0% | 0.40% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDcall | $119,980,000 | -22.8% | 1,750,000 | -7.9% | 0.39% | -7.2% |
| ROST | Sell | ROSS STORES INC | $117,181,000 | +11.2% | 1,390,535 | -7.4% | 0.38% | +33.5% |
| SPGI | Sell | S&P GLOBAL INC | $114,974,000 | -19.1% | 376,530 | -10.7% | 0.37% | -2.9% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $114,528,000 | +24.7% | 474,078 | -10.0% | 0.37% | +49.8% |
| KO | COCA COLA COcall | $112,040,000 | -11.0% | 2,000,000 | 0.0% | 0.36% | +6.8% | |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC | $109,908,000 | +39.5% | 2,638,220 | +11.3% | 0.36% | +67.5% |
| AKRO | Buy | AKERO THERAPEUTICS INC | $107,675,000 | +334.9% | 3,162,259 | +20.7% | 0.35% | +419.4% |
| DOCU | DOCUSIGN INCcall | $106,940,000 | -6.8% | 2,000,000 | 0.0% | 0.35% | +12.0% | |
| VMC | Sell | VULCAN MATLS CO | $106,504,000 | -27.3% | 675,314 | -34.5% | 0.34% | -12.7% |
| TWLO | Sell | TWILIO INCcl a | $104,606,000 | -29.5% | 1,512,960 | -14.5% | 0.34% | -15.3% |
| LYFT | Buy | LYFT INC | $103,034,000 | +39.2% | 7,823,430 | +40.4% | 0.33% | +67.3% |
| BILL | New | BILL COM HLDGS INC | $101,757,000 | – | 768,735 | +100.0% | 0.33% | – |
| JD | JD.COM INCcall | $100,600,000 | -21.7% | 2,000,000 | 0.0% | 0.32% | -6.1% | |
| GPN | Buy | GLOBAL PMTS INC | $98,124,000 | -0.6% | 908,134 | +1.8% | 0.32% | +19.2% |
| YMM | Buy | FULL TRUCK ALLIANCE CO LTDsponsored ads | $97,888,000 | -24.0% | 14,944,823 | +5.1% | 0.32% | -8.9% |
| GOOGL | Buy | ALPHABET INCcall | $95,650,000 | -82.4% | 1,000,000 | +300.0% | 0.31% | -78.9% |
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $94,405,000 | -35.1% | 3,938,460 | -44.9% | 0.30% | -22.0% | |
| YUM | Sell | YUM BRANDS INC | $92,369,000 | -16.2% | 868,618 | -10.6% | 0.30% | +0.7% |
| RARE | Sell | ULTRAGENYX PHARMACEUTICAL IN | $91,597,000 | -37.8% | 2,211,959 | -10.4% | 0.30% | -25.3% |
| XP | Sell | XP INCcl a | $77,069,000 | -2.1% | 4,054,128 | -7.5% | 0.25% | +17.5% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $73,758,000 | +35.9% | 1,119,412 | +4.1% | 0.24% | +63.0% |
| FIVN | Buy | FIVE9 INC | $73,227,000 | -13.3% | 976,619 | +5.4% | 0.24% | +4.4% |
| COUP | Buy | COUPA SOFTWARE INC | $72,627,000 | +31.0% | 1,235,151 | +27.2% | 0.24% | +57.7% |
| PTC | Sell | PTC INC | $69,651,000 | -37.1% | 665,882 | -36.0% | 0.22% | -24.5% |
| SHOP | New | SHOPIFY INCcall | $67,350,000 | – | 2,500,000 | +100.0% | 0.22% | – |
| PDD | Sell | PINDUODUO INCsponsored ads | $67,134,000 | -9.5% | 1,072,772 | -10.6% | 0.22% | +8.5% |
| RNG | Buy | RINGCENTRAL INCcall | $59,940,000 | +14.7% | 1,500,000 | +50.0% | 0.19% | +37.6% |
| XM | Buy | QUALTRICS INTL INC | $58,944,000 | -11.1% | 5,790,163 | +9.2% | 0.19% | +7.3% |
| DT | Buy | DYNATRACE INC | $58,186,000 | +0.3% | 1,671,525 | +13.6% | 0.19% | +20.5% |
| SMAR | Sell | SMARTSHEET INC | $57,984,000 | -15.3% | 1,687,552 | -22.5% | 0.19% | +1.6% |
| SQ | BLOCK INCcall | $54,990,000 | -10.5% | 1,000,000 | 0.0% | 0.18% | +7.9% | |
| KKR | Sell | KKR & CO INC | $54,396,000 | -17.0% | 1,265,009 | -10.7% | 0.18% | 0.0% |
| SE | Sell | SEA LTDsponsord ads | $54,537,000 | -24.7% | 973,008 | -10.2% | 0.18% | -9.7% |
| TRU | Sell | TRANSUNION | $54,533,000 | -54.2% | 916,684 | -38.5% | 0.18% | -45.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $53,211,000 | -36.0% | 394,419 | -34.3% | 0.17% | -23.2% |
| DLO | Sell | DLOCAL LTD | $51,489,000 | -38.8% | 2,509,213 | -21.8% | 0.17% | -26.9% |
| ESTC | Sell | ELASTIC N V | $47,020,000 | -11.1% | 655,420 | -16.2% | 0.15% | +7.0% |
| KROS | Buy | KEROS THERAPEUTICS INC | $45,475,000 | +39.9% | 1,208,822 | +2.8% | 0.15% | +69.0% |
| SHOP | Sell | SHOPIFY INCcl a | $43,922,000 | -70.0% | 1,630,363 | -65.2% | 0.14% | -64.0% |
| XMTR | Buy | XOMETRY INC | $41,657,000 | +168.3% | 733,530 | +60.3% | 0.14% | +221.4% |
| RYTM | Buy | RHYTHM PHARMACEUTICALS INC | $41,773,000 | +571.1% | 1,705,000 | +13.7% | 0.14% | +694.1% |
| ALVR | Buy | ALLOVIR INC | $38,843,000 | +261.6% | 4,923,104 | +78.8% | 0.13% | +334.5% |
| CTLT | Sell | CATALENT INC | $38,800,000 | -53.1% | 536,216 | -30.5% | 0.12% | -43.9% |
| PTON | Buy | PELOTON INTERACTIVE INC | $37,683,000 | -3.1% | 5,437,667 | +28.4% | 0.12% | +16.2% |
| CTAS | Sell | CINTAS CORP | $35,262,000 | +0.3% | 90,838 | -3.5% | 0.11% | +20.0% |
| COIN | COINBASE GLOBAL INCcall | $34,824,000 | +37.2% | 540,000 | 0.0% | 0.11% | +66.2% | |
| STEM | Buy | STEM INC | $33,896,000 | +517.4% | 2,540,956 | +231.4% | 0.11% | +633.3% |
| CFLT | Sell | CONFLUENT INC | $33,567,000 | -32.1% | 1,412,124 | -33.7% | 0.11% | -18.0% |
| Sell | GITLAB INC | $33,252,000 | -31.3% | 649,206 | -28.8% | 0.11% | -16.9% | |
| CERE | Sell | CEREVEL THERAPEUTICS HLDNG I | $33,024,000 | +3.1% | 1,168,596 | -3.5% | 0.11% | +24.4% |
| RINGCENTRAL INCnote 3/1 | $30,760,000 | +2.4% | 40,000,000 | 0.0% | 0.10% | +22.2% | ||
| MQ | Sell | MARQETA INC | $29,090,000 | -22.3% | 4,085,589 | -11.5% | 0.09% | -6.9% |
| FROG | Buy | JFROG LTD | $25,891,000 | +26.3% | 1,170,981 | +20.3% | 0.08% | +52.7% |
| CERT | Sell | CERTARA INC | $24,601,000 | -56.9% | 1,852,550 | -30.3% | 0.08% | -48.1% |
| IGMS | Sell | IGM BIOSCIENCES INC | $21,867,000 | +17.3% | 961,613 | -7.0% | 0.07% | +42.0% |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $18,463,000 | +49.4% | 1,465,285 | +25.4% | 0.06% | +81.8% |
| PMVP | Sell | PMV PHARMACEUTICALS INC | $18,055,000 | -16.6% | 1,517,246 | -0.2% | 0.06% | 0.0% |
| RINGCENTRAL INCnote 3/0 | $16,825,000 | +2.9% | 20,000,000 | 0.0% | 0.05% | +22.7% | ||
| Buy | COUPA SOFTWARE INCnote 0.375% 6/1 | $15,090,000 | +72.9% | 19,636,000 | +68.8% | 0.05% | +113.0% | |
| Buy | CARIBOU BIOSCIENCES INC | $12,893,000 | +171.8% | 1,222,091 | +39.9% | 0.04% | +223.1% | |
| PCOR | Sell | PROCORE TECHNOLOGIES INC | $11,228,000 | -2.6% | 226,929 | -10.6% | 0.04% | +16.1% |
| New | AVALARA INCnote 0.250% 8/0 | $10,734,000 | – | 11,100,000 | +100.0% | 0.04% | – | |
| TGTX | Sell | TG THERAPEUTICS INC | $9,725,000 | +29.5% | 1,642,675 | -7.0% | 0.03% | +55.0% |
| Buy | FIVE9 INCnote 0.500% 6/0 | $9,070,000 | +85.9% | 10,000,000 | +100.0% | 0.03% | +123.1% | |
| ALTERYX INCnote 0.500% 8/0 | $8,950,000 | +2.0% | 10,000,000 | 0.0% | 0.03% | +20.8% | ||
| BJ | New | BJS WHSL CLUB HLDGS INC | $8,009,000 | – | 110,000 | +100.0% | 0.03% | – |
| ALTR | Sell | ALTAIR ENGR INC | $7,660,000 | -24.8% | 173,212 | -10.7% | 0.02% | -7.4% |
| AAPL | APPLE INC | $7,826,000 | +1.1% | 56,627 | 0.0% | 0.02% | +19.0% | |
| ORIC | ORIC PHARMACEUTICALS INC | $6,742,000 | -28.6% | 2,106,968 | 0.0% | 0.02% | -12.0% | |
| DOCUSIGN INCnote 1/1 | $6,477,000 | +1.3% | 6,942,000 | 0.0% | 0.02% | +23.5% | ||
| SONY | SONY GROUP CORPORATIONsponsored adr | $3,523,000 | -21.7% | 55,000 | 0.0% | 0.01% | -8.3% | |
| SHOPIFY INCnote 0.125%11/0 | $3,270,000 | -1.8% | 4,000,000 | 0.0% | 0.01% | +22.2% | ||
| ALTERYX INCnote 0.500% 6/0 | $2,662,000 | +9.4% | 2,000,000 | 0.0% | 0.01% | +28.6% | ||
| MREO | Buy | MEREO BIOPHARMA GROUP PLCspon ads | $1,839,000 | -5.4% | 2,135,600 | +23.0% | 0.01% | +20.0% |
| ATVI | ACTIVISION BLIZZARD INC | $1,895,000 | -4.5% | 25,495 | 0.0% | 0.01% | +20.0% | |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -5,787 | -100.0% | -0.00% | – |
| ALEC | Exit | ALECTOR INC | $0 | – | -100,000 | -100.0% | -0.00% | – |
| Exit | COUPA SOFTWARE INCnote 0.375% 1/1 | $0 | – | -1,750,000 | -100.0% | -0.01% | – | |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -70,000 | -100.0% | -0.01% | – |
| AVYA | Exit | AVAYA HLDGS CORP | $0 | – | -2,115,648 | -100.0% | -0.01% | – |
| RNA | Exit | AVIDITY BIOSCIENCES INC | $0 | – | -856,466 | -100.0% | -0.03% | – |
| KWEB | Exit | KRANESHARES TRcall | $0 | – | -500,000 | -100.0% | -0.04% | – |
| SDGR | Exit | SCHRODINGER INC | $0 | – | -968,608 | -100.0% | -0.07% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -820,584 | -100.0% | -0.07% | – |
| PYPL | Exit | PAYPAL HLDGS INCcall | $0 | – | -1,000,000 | -100.0% | -0.19% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -1,036,831 | -100.0% | -0.20% | – |
| NKE | Exit | NIKE INCcall | $0 | – | -1,000,000 | -100.0% | -0.28% | – |
| DASH | Exit | DOORDASH INCcl a | $0 | – | -1,602,175 | -100.0% | -0.28% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -830,435 | -100.0% | -0.30% | – |
| PLD | Exit | PROLOGIS INC.call | $0 | – | -1,000,000 | -100.0% | -0.32% | – |
| NFLX | Exit | NETFLIX INCcall | $0 | – | -1,000,000 | -100.0% | -0.47% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDcall | $0 | – | -2,000,000 | -100.0% | -0.61% | – |
| WDAY | Exit | WORKDAY INCcall | $0 | – | -2,000,000 | -100.0% | -0.75% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATEDcall | $0 | – | -1,000,000 | -100.0% | -0.98% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -3,500,000 | -100.0% | -1.02% | – |
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 2022-11-10
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.