ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 14.20M | $184.15M |
 | LRCX | 6.42M | $859.70M |
 | AMZN | 6.02M | $1.32B |
 | CG | 5.94M | $372.52M |
 | GOOGL | 5.80M | $1.41B |
 | BCRX | 5.46M | $41.47M |
 | TSM | 5.26M | $1.47B |
 | ORIC | 4.50M | $54.05M |
 | APH | 4.10M | $507.94M |
 | PATH | 4.06M | $54.34M |
 | MREO | 3.70M | $7.62M |
 | TJX | 3.45M | $498.66M |
 | UBER | 3.36M | $329.28M |
 | NI | 3.10M | $134.25M |
 | ETR | 3.00M | $279.97M |
 | TER | 2.87M | $395.43M |
 | ADI | 2.81M | $691.36M |
 | JD | 2.52M | $88.28M |
 | EXPE | 2.48M | $529.09M |
 | ORCL | 2.30M | $646.16M |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
14.20M
Value
$184.15M
Lam Research Corporation
LRCX
Shares Held
6.42M
Value
$859.70M
Amazon.com, Inc.
AMZN
Shares Held
6.02M
Value
$1.32B
The Carlyle Group Inc.
CG
Shares Held
5.94M
Value
$372.52M
Alphabet Inc.
GOOGL
Shares Held
5.80M
Value
$1.41B
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
5.46M
Value
$41.47M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5.26M
Value
$1.47B
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
4.50M
Value
$54.05M
Amphenol Corporation
APH
Shares Held
4.10M
Value
$507.94M
UiPath Inc.
PATH
Shares Held
4.06M
Value
$54.34M
Mereo BioPharma Group plc
MREO
Shares Held
3.70M
Value
$7.62M
The TJX Companies, Inc.
TJX
Shares Held
3.45M
Value
$498.66M
Uber Technologies, Inc.
UBER
Shares Held
3.36M
Value
$329.28M
NiSource Inc.
NI
Shares Held
3.10M
Value
$134.25M
Entergy Corporation
ETR
Shares Held
3.00M
Value
$279.97M
Teradyne, Inc.
TER
Shares Held
2.87M
Value
$395.43M
Analog Devices, Inc.
ADI
Shares Held
2.81M
Value
$691.36M
JD.com, Inc.
JD
Shares Held
2.52M
Value
$88.28M
Expedia Group, Inc.
EXPE
Shares Held
2.48M
Value
$529.09M
Oracle Corporation
ORCL
Shares Held
2.30M
Value
$646.16M