ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 8.90M | $73.86M |
 | CG | 5.94M | $287.50M |
 | AMZN | 5.81M | $1.21B |
 | TSM | 5.42M | $1.83B |
 | GOOGL | 5.06M | $1.45B |
 | APH | 4.62M | $583.48M |
 | ORIC | 4.50M | $57.07M |
 | LRCX | 3.90M | $833.37M |
 | UBER | 3.86M | $277.72M |
 | SOLS | 3.67M | $279.36M |
 | NI | 3.37M | $157.03M |
 | ETR | 3.33M | $373.71M |
 | TJX | 2.80M | $447.16M |
 | TER | 2.79M | $826.98M |
 | NAVN | 2.69M | $35.57M |
 | PATH | 2.61M | $28.99M |
 | VST | 2.55M | $382.79M |
 | VRT | 2.50M | $626.95M |
 | EXPE | 2.48M | $571.52M |
 | META | 2.15M | $1.23B |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
8.90M
Value
$73.86M
The Carlyle Group Inc.
CG
Shares Held
5.94M
Value
$287.50M
Amazon.com, Inc.
AMZN
Shares Held
5.81M
Value
$1.21B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5.42M
Value
$1.83B
Alphabet Inc.
GOOGL
Shares Held
5.06M
Value
$1.45B
Amphenol Corporation
APH
Shares Held
4.62M
Value
$583.48M
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
4.50M
Value
$57.07M
Lam Research Corporation
LRCX
Shares Held
3.90M
Value
$833.37M
Uber Technologies, Inc.
UBER
Shares Held
3.86M
Value
$277.72M
Solstice Advanced Materials Inc.
SOLS
Shares Held
3.67M
Value
$279.36M
NiSource Inc.
NI
Shares Held
3.37M
Value
$157.03M
Entergy Corporation
ETR
Shares Held
3.33M
Value
$373.71M
The TJX Companies, Inc.
TJX
Shares Held
2.80M
Value
$447.16M
Teradyne, Inc.
TER
Shares Held
2.79M
Value
$826.98M
Navan, Inc.
NAVN
Shares Held
2.69M
Value
$35.57M
UiPath Inc.
PATH
Shares Held
2.61M
Value
$28.99M
Vistra Corp.
VST
Shares Held
2.55M
Value
$382.79M
Vertiv Holdings Co
VRT
Shares Held
2.50M
Value
$626.95M
Expedia Group, Inc.
EXPE
Shares Held
2.48M
Value
$571.52M
Meta Platforms, Inc.
META
Shares Held
2.15M
Value
$1.23B