ALKEON CAPITAL MANAGEMENT LLC
CIK 1230239
13F filing for Q2 2026・No. 150
- Holdings
- US$74.07B
- Quarter change
- +US$14.57B
- Entries
- 203
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
79 stocks worth US$25.93B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | — | 3,536,218 | US$1.69B | 6.51% |
| AMZNAmazonCOM | — | 5,808,299 | US$1.38B | 5.34% |
| LRCXLAM RESEARCH CORPCOM NEW | — | 3,050,456 | US$1.32B | 5.10% |
| GOOGLAlphabetCAP STK CL A | — | 3,686,368 | US$1.32B | 5.08% |
| QQQInvesco QQQUNIT SER 1 | — | 1,608,257 | US$1.18B | 4.57% |
| KLACKLA CORPCOM NEW | — | 3,759,150 | US$1.13B | 4.37% |
| METAMetaCL A | — | 1,945,399 | US$1.1B | 4.23% |
| AMATAPPLIED MATLS INCCOM | — | 1,504,800 | US$1.09B | 4.20% |
| TERTERADYNE INCCOM | — | 2,163,010 | US$1.05B | 4.04% |
| APHAMPHENOL CORPCL A | — | 5,731,348 | US$1.01B | 3.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.