ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BEKE | 2.15M | $40.81M |
 | META | 2.06M | $1.51B |
 | CP | 2.00M | $149.28M |
 | MSFT | 1.98M | $1.02B |
 | SARO | 1.95M | $53.27M |
 | AKRO | 1.85M | $87.88M |
 | NIQ | 1.84M | $28.89M |
 | ICE | 1.80M | $303.32M |
 | SSNC | 1.76M | $156.65M |
 | CRH | 1.75M | $209.82M |
 | CDNS | 1.62M | $570.05M |
 | BWXT | 1.58M | $290.94M |
 | DELL | 1.56M | $221.50M |
 | VST | 1.51M | $295.13M |
 | IREN | 1.50M | $70.39M |
 | VMC | 1.48M | $454.86M |
 | V | 1.47M | $501.36M |
 | EDU | 1.45M | $76.84M |
 | CEG | 1.04M | $342.63M |
 | RYTM | 1.02M | $102.78M |
KE Holdings Inc.
BEKE
Shares Held
2.15M
Value
$40.81M
Meta Platforms, Inc.
META
Shares Held
2.06M
Value
$1.51B
Canadian Pacific Kansas City Ltd.
CP
Shares Held
2.00M
Value
$149.28M
Microsoft Corporation
MSFT
Shares Held
1.98M
Value
$1.02B
StandardAero, Inc.
SARO
Shares Held
1.95M
Value
$53.27M
Akero Therapeutics, Inc.
AKRO
Shares Held
1.85M
Value
$87.88M
NIQ Global Intelligence Plc
NIQ
Shares Held
1.84M
Value
$28.89M
Intercontinental Exchange, Inc.
ICE
Shares Held
1.80M
Value
$303.32M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.76M
Value
$156.65M
CRH plc
CRH
Shares Held
1.75M
Value
$209.82M
Cadence Design Systems, Inc.
CDNS
Shares Held
1.62M
Value
$570.05M
BWX Technologies, Inc.
BWXT
Shares Held
1.58M
Value
$290.94M
Dell Technologies Inc.
DELL
Shares Held
1.56M
Value
$221.50M
Vistra Corp.
VST
Shares Held
1.51M
Value
$295.13M
IREN Limited
IREN
Shares Held
1.50M
Value
$70.39M
Vulcan Materials Company
VMC
Shares Held
1.48M
Value
$454.86M
Visa Inc.
V
Shares Held
1.47M
Value
$501.36M
New Oriental Education & Technology Group Inc.
EDU
Shares Held
1.45M
Value
$76.84M
Constellation Energy Corporation
CEG
Shares Held
1.04M
Value
$342.63M
Rhythm Pharmaceuticals, Inc.
RYTM
Shares Held
1.02M
Value
$102.78M