Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Constellation Energy Corporation | CEG | 1.28M | $319.09M |
 Vertiv Holdings Co | VRT | 1.42M | $476.11M |
 Visa Inc. | V | 1.47M | $503.87M |
 Vulcan Materials Company | VMC | 1.48M | $436.22M |
 Applied Materials, Inc. | AMAT | 1.5M | $1.09B |
 Cadence Design Systems, Inc. | CDNS | 1.62M | $609.1M |
 SS&C Technologies Holdings, Inc. | SSNC | 1.76M | $109.51M |
 Intercontinental Exchange, Inc. | ICE | 1.8M | $221.64M |
 Expedia Group, Inc. | EXPE | 1.83M | $467.05M |
 Meta Platforms, Inc. | META | 1.95M | $1.1B |
 Vistra Corp. | VST | 1.95M | $308.75M |
 Canadian Pacific Kansas City Ltd. | CP | 2M | $173.65M |
 BWX Technologies, Inc. | BWXT | 2.02M | $393.73M |
 CRH plc | CRH | 2.05M | $218.98M |
 Analog Devices, Inc. | ADI | 2.07M | $821.78M |
 Teradyne, Inc. | TER | 2.16M | $1.05B |
 Navan, Inc. | NAVN | 2.19M | $49.98M |
 Twilio Inc. | TWLO | 2.34M | $481.92M |
 UiPath Inc. | PATH | 2.61M | $28.38M |
 The TJX Companies, Inc. | TJX | 2.8M | $424.2M |