Alkeon Capital Management
$25.9B 13F equity value
85 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Alkeon Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3,536,218 | $1.7B | 6.5% |
| AMZN | AMAZON COM INC | 5,808,299 | $1.4B | 5.3% |
| LRCX | LAM RESEARCH CORP | 3,050,456 | $1.3B | 5.1% |
| GOOGL | ALPHABET INC | 3,686,368 | $1.3B | 5.1% |
| QQQ | INVESCO QQQ TR | 1,608,257 | $1.2B | 4.6% |
| KLAC | KLA CORP | 3,759,150 | $1.1B | 4.4% |
| META | META PLATFORMS INC | 1,945,399 | $1.1B | 4.2% |
| AMAT | APPLIED MATLS INC | 1,504,800 | $1.1B | 4.2% |
| TER | TERADYNE INC | 2,163,010 | $1.0B | 4.0% |
| APH | AMPHENOL CORP | 5,731,348 | $1.0B | 3.9% |
Track Alkeon Capital Management's 13F portfolio: $25.9B in reported holdings, 85 positions. Top holdings and quarterly changes on SentiSense.
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