Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 2.02M | $393.73M |
 Canadian Pacific Kansas City Ltd. | CP | 2M | $173.65M |
 Vistra Corp. | VST | 1.95M | $308.75M |
 Meta Platforms, Inc. | META | 1.95M | $1.1B |
 Expedia Group, Inc. | EXPE | 1.83M | $467.05M |
 Intercontinental Exchange, Inc. | ICE | 1.8M | $221.64M |
 SS&C Technologies Holdings, Inc. | SSNC | 1.76M | $109.51M |
 Cadence Design Systems, Inc. | CDNS | 1.62M | $609.1M |
 Applied Materials, Inc. | AMAT | 1.5M | $1.09B |
 Vulcan Materials Company | VMC | 1.48M | $436.22M |
 Visa Inc. | V | 1.47M | $503.87M |
 Vertiv Holdings Co | VRT | 1.42M | $476.11M |
 Constellation Energy Corporation | CEG | 1.28M | $319.09M |
 Synopsys, Inc. | SNPS | 1.27M | $566.93M |
 Toast, Inc. | TOST | 1.24M | $34.44M |
 nVent Electric plc | NVT | 1.22M | $206.47M |
 Alibaba Group Holding Limited | BABA | 1.2M | $115.18M |
 Silicon Motion Technology Corporation | SIMO | 1.1M | $366.66M |
 MKS Inc. | MKSI | 1.07M | $476.84M |
 X-Energy, Inc. Class A Common Stock | XE | 1M | $18.36M |