Alkeon Capital Management
$16.3B Assets Reported
76 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5,058,618 | $1.5B | 8.9% |
| META | META PLATFORMS INC | 2,145,399 | $1.2B | 7.5% |
| TER | TERADYNE INC | 2,789,510 | $827M | 5.1% |
| ADI | ANALOG DEVICES INC | 2,067,083 | $658M | 4.0% |
| VRT | VERTIV HOLDINGS CO | 2,501,980 | $627M | 3.8% |
| SNPS | SYNOPSYS INC | 1,569,348 | $622M | 3.8% |
| APH | AMPHENOL CORP | 4,617,948 | $583M | 3.6% |
| EXPE | EXPEDIA GROUP INC | 2,475,276 | $572M | 3.5% |
| CDNS | CADENCE DESIGN SYSTEM INC | 1,622,874 | $451M | 2.8% |
| TJX | TJX COS INC NEW | 2,799,971 | $447M | 2.7% |
Track Alkeon Capital Management's 13F portfolio: $16.3B in reported holdings, 76 positions. Top holdings, AUM, and quarterly changes on SentiSense.