ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 900K | $32.86M |
 | XYZ | 866K | $62.60M |
 | KROS | 851K | $13.46M |
 | DLO | 824K | $11.76M |
 | OS | 800K | $14.74M |
 | MA | 778K | $442.80M |
 | MLM | 747K | $471.04M |
 | VRT | 720K | $108.62M |
 | FROG | 714K | $33.81M |
 | ROST | 713K | $108.60M |
 | KLAC | 710K | $766.20M |
 | PWR | 701K | $290.50M |
 | GE | 700K | $210.57M |
 | RBRK | 700K | $57.58M |
 | SNPS | 668K | $329.72M |
 | LOW | 649K | $163.00M |
 | JCI | 620K | $68.17M |
 | BURL | 525K | $133.61M |
 | CMG | 500K | $19.61M |
 | INSM | 500K | $72.00M |
Toast, Inc.
TOST
Shares Held
900K
Value
$32.86M
Block, Inc.
XYZ
Shares Held
866K
Value
$62.60M
Keros Therapeutics, Inc.
KROS
Shares Held
851K
Value
$13.46M
DLocal Limited
DLO
Shares Held
824K
Value
$11.76M
OneStream, Inc. Class A Common Stock
OS
Shares Held
800K
Value
$14.74M
Mastercard Incorporated
MA
Shares Held
778K
Value
$442.80M
Martin Marietta Materials, Inc.
MLM
Shares Held
747K
Value
$471.04M
Vertiv Holdings Co
VRT
Shares Held
720K
Value
$108.62M
JFrog Ltd.
FROG
Shares Held
714K
Value
$33.81M
Ross Stores, Inc.
ROST
Shares Held
713K
Value
$108.60M
KLA Corporation
KLAC
Shares Held
710K
Value
$766.20M
Quanta Services, Inc.
PWR
Shares Held
701K
Value
$290.50M
GE Aerospace
GE
Shares Held
700K
Value
$210.57M
Rubrik, Inc.
RBRK
Shares Held
700K
Value
$57.58M
Synopsys, Inc.
SNPS
Shares Held
668K
Value
$329.72M
Lowe's Companies, Inc.
LOW
Shares Held
649K
Value
$163.00M
Johnson Controls International plc
JCI
Shares Held
620K
Value
$68.17M
Burlington Stores, Inc.
BURL
Shares Held
525K
Value
$133.61M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
500K
Value
$19.61M
Insmed Incorporated
INSM
Shares Held
500K
Value
$72.00M