Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 825 | $1.64M |
 Advanced Micro Devices, Inc. | AMD | 4.51K | $2.62M |
 JFrog Ltd. | FROG | 14.43K | $1.31M |
 Intel Corp. | INTC | 18.32K | $2.56M |
 Paylocity Holding Corporation | PCTY | 24.68K | $2.58M |
 Apple Inc. | AAPL | 56.63K | $16.39M |
 Madrigal Pharmaceuticals, Inc. | MDGL | 80K | $42.96M |
 MercadoLibre, Inc. | MELI | 109.5K | $185.86M |
 TransDigm Group Incorporated | TDG | 149.08K | $198.58M |
 S&P Global Inc. | SPGI | 190.42K | $77.55M |
 Astera Labs, Inc. Common Stock | ALAB | 200K | $96.6M |
 Spotify Technology S.A. | SPOT | 204K | $93.66M |
 Microchip Technology Incorporated | MCHP | 206K | $18.79M |
 Lowe's Companies, Inc. | LOW | 213.59K | $47.1M |
 The Sherwin-Williams Company | SHW | 306.74K | $105.62M |
 GE Aerospace | GE | 320K | $119.59M |
 Equinix, Inc. | EQIX | 333.77K | $347.92M |
 Quanta Services, Inc. | PWR | 400.98K | $288.72M |
 Cintas Corporation | CTAS | 401.54K | $68.29M |
 NVIDIA Corporation | NVDA | 439.46K | $87.93M |