Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 3.05M | $1.32B |
 Entergy Corporation | ETR | 3.34M | $383.75M |
 NiSource Inc | NI | 3.37M | $160.03M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.54M | $1.69B |
 Alphabet Inc. | GOOGL | 3.69M | $1.32B |
 ORIC Pharmaceuticals, Inc. | ORIC | 3.74M | $40.49M |
 KLA Corporation | KLAC | 3.76M | $1.13B |
 Uber Technologies, Inc. | UBER | 4.34M | $312.89M |
 Amphenol Corporation | APH | 5.73M | $1.01B |
 Amazon.com, Inc. | AMZN | 5.81M | $1.38B |
 The Carlyle Group Inc. | CG | 5.94M | $250.19M |
 Full Truck Alliance Co. Ltd. | YMM | 9.4M | $76.32M |
 Nokia Oyj | NOK | 36M | $478.08M |