ALKEON CAPITAL MANAGEMENT LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$20.0T
Holdings
128
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GLPGGALAPAGOS NV | 175,000 | $20.6B | 0.10% | |
| 102 | APOAPOLLO GLOBAL MGMT LLC | 559,196 | $15.8B | 0.08% | |
| 103 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 653,547 | $15.2B | 0.08% | |
| 104 | YYEURYY INC | 150,000 | $12.6B | 0.06% | |
| 105 | KKRKKR & CO INC | 500,000 | $11.7B | 0.06% | |
| 106 | 2L9BLUEPRINT MEDICINES CORP | 125,000 | $10.0B | 0.05% | |
| 107 | —CHURCHILL CAP CORP | 725,000 | $9.7B | 0.05% | |
| 108 | 1T7TRICIDA INC | 179,400 | $6.9B | 0.03% | |
| 109 | VIPSVIPSHOP HLDGS LTD | 700,000 | $5.6B | 0.03% | Call |
| 110 | QTWO 0.75 02/15/23Q2 HLDGS INC | 4,000,000 | $5.2B | 0.03% | |
| 111 | —ZENDESK INC | 3,000,000 | $4.4B | 0.02% | |
| 112 | —RINGCENTRAL INC | 3,000,000 | $4.3B | 0.02% | |
| 113 | AYXEURALTERYX INC | 50,000 | $4.2B | 0.02% | |
| 114 | OKTA 0.25 02/15/23OKTA INC | 2,000,000 | $3.6B | 0.02% | |
| 115 | GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC | 3,000,000 | $3.2B | 0.02% | |
| 116 | PCTYPAYLOCITY HLDG CORP | 30,000 | $2.7B | 0.01% | |
| 117 | ZBRAZEBRA TECHNOLOGIES CORP | 12,500 | $2.6B | 0.01% | |
| 118 | CYBRCYBERARK SOFTWARE LTD | 18,500 | $2.2B | 0.01% | |
| 119 | —STEMLINE THERAPEUTICS INC | 155,000 | $2.0B | 0.01% | |
| 120 | QTWOQ2 HLDGS INC | 25,000 | $1.7B | 0.01% | |
| 121 | IBBISHARES TR | 15,000 | $1.7B | 0.01% | |
| 122 | PYPLPAYPAL HLDGS INC | 13,281 | $1.4B | 0.01% | |
| 123 | PTCPTC INC | 14,000 | $1.3B | 0.01% | |
| 124 | AXSMAXSOME THERAPEUTICS INC | 80,000 | $1.1B | 0.01% | |
| 125 | ALTREURALTAIR ENGR INC | 30,000 | $1.1B | 0.01% | |
| 126 | COSTCOSTCO WHSL CORP NEW | 2,722 | $659.0M | 0.00% | |
| 127 | —ARQULE INC | 100,000 | $479.0M | 0.00% | |
| 128 | —SINA CORP | 7,000 | $415.0M | 0.00% |
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