account_balance
Investment manager · 13F filer · SEC CIK 1230239
Alkeon Capital Management LLC
Reported value$25.9Bas of Jun 30, 2026
Positions79 10 new, 6 sold out
Top 10 weight47.3%TSM alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufac
6.5%Trimmed −35%
AMZNAmazon Com Inc
5.3%
LRCXLam Research Corp
5.1%Trimmed −22%
GOOGLAlphabet Inc
5.1%Trimmed −27%
QQQInvesco QQQ Tr
4.6%Added +21%
KLACKla Corp
4.4%Added +547%
METAMeta Platforms Inc
4.2%Trimmed −9%
AMATApplied Matls Inc
4.2%New
TERTeradyne Inc
4.0%Trimmed −22%
APHAmphenol Corp
3.9%Added +24%
ADIAnalog Devices Inc
3.2%
CDNS2.3%TSMTaiwan Semiconductor Manufac
6.5%Trimmed −35%
AMZN5.3%LRCX5.1%GOOGLAlphabet Inc
5.1%Trimmed −27%
QQQInvesco QQQ Tr
4.6%Added +21%
KLACKla Corp
4.4%Added +547%
META4.2%AMAT4.2%TER4.0%APH3.9%ADI3.2%CDNS2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufac 6.5% Trimmed −35%AMZN Amazon Com Inc 5.3% HeldLRCX Lam Research Corp 5.1% Trimmed −22%GOOGL Alphabet Inc 5.1% Trimmed −27%
QQQ Invesco QQQ Tr 4.6% Added +21%
KLAC Kla Corp 4.4% Added +547%META Meta Platforms Inc 4.2% Trimmed −9%AMAT Applied Matls Inc 4.2% NewTER Teradyne Inc 4.0% Trimmed −22%APH Amphenol Corp 3.9% Added +24%ADI Analog Devices Inc 3.2% HeldCDNS Cadence Design System Inc 2.3% HeldWhat changed