ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 14.20M | $152.35M |
 | LRCX | 6.42M | $1.10B |
 | CG | 5.94M | $351.19M |
 | GOOGL | 5.80M | $1.82B |
 | AMZN | 5.80M | $1.34B |
 | TSM | 5.44M | $1.65B |
 | ORIC | 4.50M | $36.84M |
 | APH | 3.74M | $506.05M |
 | UBER | 3.36M | $274.63M |
 | NI | 3.23M | $134.91M |
 | TJX | 2.80M | $430.10M |
 | ETR | 2.74M | $252.89M |
 | NAVN | 2.69M | $45.89M |
 | PATH | 2.61M | $42.80M |
 | EXPE | 2.48M | $701.27M |
 | TER | 2.43M | $470.91M |
 | ADI | 2.02M | $547.51M |
 | CP | 2.00M | $147.55M |
 | VRT | 2.00M | $324.52M |
 | META | 1.99M | $1.32B |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
14.20M
Value
$152.35M
Lam Research Corporation
LRCX
Shares Held
6.42M
Value
$1.10B
The Carlyle Group Inc.
CG
Shares Held
5.94M
Value
$351.19M
Alphabet Inc.
GOOGL
Shares Held
5.80M
Value
$1.82B
Amazon.com, Inc.
AMZN
Shares Held
5.80M
Value
$1.34B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5.44M
Value
$1.65B
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
4.50M
Value
$36.84M
Amphenol Corporation
APH
Shares Held
3.74M
Value
$506.05M
Uber Technologies, Inc.
UBER
Shares Held
3.36M
Value
$274.63M
NiSource Inc.
NI
Shares Held
3.23M
Value
$134.91M
The TJX Companies, Inc.
TJX
Shares Held
2.80M
Value
$430.10M
Entergy Corporation
ETR
Shares Held
2.74M
Value
$252.89M
Navan, Inc.
NAVN
Shares Held
2.69M
Value
$45.89M
UiPath Inc.
PATH
Shares Held
2.61M
Value
$42.80M
Expedia Group, Inc.
EXPE
Shares Held
2.48M
Value
$701.27M
Teradyne, Inc.
TER
Shares Held
2.43M
Value
$470.91M
Analog Devices, Inc.
ADI
Shares Held
2.02M
Value
$547.51M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
2.00M
Value
$147.55M
Vertiv Holdings Co
VRT
Shares Held
2.00M
Value
$324.52M
Meta Platforms, Inc.
META
Shares Held
1.99M
Value
$1.32B