Alkeon Capital Management
$22.1B 13F equity value
87 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5,421,668 | $1.8B | 8.3% |
| GOOGL | ALPHABET INC | 5,058,618 | $1.5B | 6.6% |
| META | META PLATFORMS INC | 2,145,399 | $1.2B | 5.6% |
| AMZN | AMAZON COM INC | 5,808,299 | $1.2B | 5.5% |
| KLAC | KLA CORP | 580,915 | $855M | 3.9% |
| LRCX | LAM RESEARCH CORP | 3,900,456 | $833M | 3.8% |
| TER | TERADYNE INC | 2,789,510 | $827M | 3.7% |
| QQQ | INVESCO QQQ TR | 1,325,777 | $765M | 3.5% |
| ADI | ANALOG DEVICES INC | 2,067,083 | $658M | 3.0% |
| VRT | VERTIV HOLDINGS CO | 2,501,980 | $627M | 2.8% |
Track Alkeon Capital Management's 13F portfolio: $22.1B in reported holdings, 87 positions. Top holdings and quarterly changes on SentiSense.