Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nokia Oyj | NOK | 36M | $478.08M |
 Full Truck Alliance Co. Ltd. | YMM | 9.4M | $76.32M |
 The Carlyle Group Inc. | CG | 5.94M | $250.19M |
 Amazon.com, Inc. | AMZN | 5.81M | $1.38B |
 Amphenol Corporation | APH | 5.73M | $1.01B |
 Uber Technologies, Inc. | UBER | 4.34M | $312.89M |
 KLA Corporation | KLAC | 3.76M | $1.13B |
 ORIC Pharmaceuticals, Inc. | ORIC | 3.74M | $40.49M |
 Alphabet Inc. | GOOGL | 3.69M | $1.32B |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.54M | $1.69B |
 NiSource Inc | NI | 3.37M | $160.03M |
 Entergy Corporation | ETR | 3.34M | $383.75M |
 Lam Research Corporation | LRCX | 3.05M | $1.32B |
 The TJX Companies, Inc. | TJX | 2.8M | $424.2M |
 UiPath Inc. | PATH | 2.61M | $28.38M |
 Twilio Inc. | TWLO | 2.34M | $481.92M |
 Navan, Inc. | NAVN | 2.19M | $49.98M |
 Teradyne, Inc. | TER | 2.16M | $1.05B |
 Analog Devices, Inc. | ADI | 2.07M | $821.78M |
 CRH plc | CRH | 2.05M | $218.98M |