Holdings
Alkeon Capital Management LLC
As of Jun 30, 2026, Alkeon Capital Management LLC reported 66 positions worth US$23.2B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.54M | US$1.69B | −1.89M | Jun 30, 2026 |
| Amazon.com, Inc. | 5.81M | US$1.38B | no change | Jun 30, 2026 |
| Lam Research Corporation | 3.05M | US$1.32B | −850K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3.69M | US$1.32B | −1.37M | Jun 30, 2026 |
| Kla Corporation | 3.76M | US$1.13B | +3.18M | Jun 30, 2026 |
| Meta Platforms, Inc. | 1.95M | US$1.1B | −200K | Jun 30, 2026 |
| Applied Materials, Inc. | 1.5M | US$1.09B | new | Jun 30, 2026 |
| Teradyne, Inc. | 2.16M | US$1.05B | −627K | Jun 30, 2026 |
| Amphenol Corporation | 5.73M | US$1.01B | +1.11M | Jun 30, 2026 |
| Analog Devices, Inc. | 2.07M | US$822M | +2,000 | Jun 30, 2026 |