Stock Taper 
ALKEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DoorDash, Inc. | DASH | 933.21K | $172.21M |
 RTX Corporation | RTX | 890K | $168.86M |
 StandardAero, Inc. | SARO | 852.02K | $25.48M |
 Microsoft Corporation | MSFT | 851.18K | $317.51M |
 Dlocal Limited | DLO | 823.84K | $10.71M |
 Mastercard Incorporated | MA | 778.47K | $399.82M |
 Martin Marietta Materials, Inc. | MLM | 627.35K | $361.79M |
 Burlington Stores, Inc. | BURL | 585K | $185.33M |
 IREN Limited | IREN | 550K | $25.15M |
 Chipotle Mexican Grill, Inc. | CMG | 500.29K | $17.01M |
 Ross Stores, Inc. | ROST | 472.63K | $100.6M |
 Hinge Health, Inc. | HNGE | 466.1K | $38.69M |
 Yum! Brands, Inc. | YUM | 465.6K | $74.43M |
 NVIDIA Corporation | NVDA | 439.46K | $87.93M |
 Cintas Corporation | CTAS | 401.54K | $68.29M |
 Quanta Services, Inc. | PWR | 400.98K | $288.72M |
 Equinix, Inc. | EQIX | 333.77K | $347.92M |
 GE Aerospace | GE | 320K | $119.59M |
 The Sherwin-Williams Company | SHW | 306.74K | $105.62M |
 Lowe's Companies, Inc. | LOW | 213.59K | $47.1M |