ALKEON CAPITAL MANAGEMENT LLC: 13F holdings
CIK 12302392026Q2
| Positions | 93 |
|---|
| Reported value | $74.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 93 (+3 vs prior quarter) |
|---|
| Reported value | $74.1bn (+24.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 3,536,218 | $1.7bn | 2.3% |
| AMZN AMAZON COM INC | 5,808,299 | $1.4bn | 1.9% |
| LRCX LAM RESEARCH CORP | 3,050,456 | $1.3bn | 1.8% |
| GOOGL ALPHABET INC | 3,686,368 | $1.3bn | 1.8% |
| QQQ INVESCO QQQ TR | 1,608,257 | $1.2bn | 1.6% |
| KLAC KLA CORP | 3,759,150 | $1.1bn | 1.5% |
| META META PLATFORMS INC | 1,945,399 | $1.1bn | 1.5% |
| AMAT APPLIED MATLS INC | 1,504,800 | $1.1bn | 1.5% |
| TER TERADYNE INC | 2,163,010 | $1.0bn | 1.4% |
| APH AMPHENOL CORP | 5,731,348 | $1.0bn | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1230239")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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