ALKEON CAPITAL MANAGEMENT LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$49.9B
Holdings
134
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (134 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $1.5M |
METAMETA PLATFORMS INC | $1.4M |
GOOGLALPHABET INC | $1.4M |
QCOMQUALCOMM INC | $1.0M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $890K |
—ALLOVIR INC | $804K |
SNPSSYNOPSYS INC | $796K |
SPYSPDR S&P 500 ETF TR | $731K |
CDNSCADENCE DESIGN SYSTEM INC | $691K |
TSLATESLA INC | $647K |
MSFTMICROSOFT CORP | $646K |
SONYSONY GROUP CORPORATION | $598K |
KLACKLA CORP | $594K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $579K |
CGCARLYLE GROUP INC | $555K |
RNGRINGCENTRAL INC | $523K |
MLB1MERCADOLIBRE INC | $502K |
LRCXEURLAM RESEARCH CORP | $494K |
VVISA INC | $488K |
WDAYWORKDAY INC | $479K |
BKNGBOOKING HOLDINGS INC | $470K |
MAMASTERCARD INCORPORATED | $457K |
ADBEADOBE SYSTEMS INCORPORATED | $456K |
NVDANVIDIA CORPORATION | $437K |
TERTERADYNE INC | $413K |
EXPEEXPEDIA GROUP INC | $413K |
ADIANALOG DEVICES INC | $402K |
HLTHILTON WORLDWIDE HLDGS INC | $379K |
TJXTJX COS INC NEW | $369K |
AAPLAPPLE INC | $356K |
EQIXEQUINIX INC | $346K |
CMGCHIPOTLE MEXICAN GRILL INC | $343K |
JDJD.COM INC | $341K |
T7DTRANSDIGM GROUP INC | $331K |
BABAALIBABA GROUP HLDG LTD | $326K |
AMTAMERICAN TOWER CORP NEW | $321K |
ICEINTERCONTINENTAL EXCHANGE IN | $320K |
UBERUBER TECHNOLOGIES INC | $295K |
TEAMATLASSIAN CORP PLC | $290K |
SPGIS&P GLOBAL INC | $287K |
AXPAMERICAN EXPRESS CO | $283K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $283K |
PATHUIPATH INC | $282K |
NTESNETEASE INC | $248K |
RTXRAYTHEON TECHNOLOGIES CORP | $240K |
SHOPSHOPIFY INC | $236K |
XYZBLOCK INC | $231K |
FIVNFIVE9 INC | $222K |
LOWLOWES COS INC | $219K |
LYFTLYFT INC | $218K |
DOCUDOCUSIGN INC | $214K |
CRMSALESFORCE COM INC | $208K |
BURLBURLINGTON STORES INC | $200K |
ITGARTNER INC | $199K |
AYXEURALTERYX INC | $199K |
PCTYPAYLOCITY HLDG CORP | $197K |
SHWSHERWIN WILLIAMS CO | $194K |
DASHDOORDASH INC | $191K |
NFLXNETFLIX INC | $187K |
ZMZOOM VIDEO COMMUNICATIONS IN | $185K |
AVLRUSDAVALARA INC | $184K |
SMARGBPSMARTSHEET INC | $175K |
RAREULTRAGENYX PHARMACEUTICAL IN | $172K |
—QUALTRICS INTL INC | $164K |
AMDADVANCED MICRO DEVICES INC | $164K |
PLDPROLOGIS INC. | $161K |
TRUTRANSUNION | $157K |
BIDUNBAIDU INC | $148K |
DLODLOCAL LTD | $140K |
EFXEQUIFAX INC | $140K |
YUMYUM BRANDS INC | $138K |
ROSTROSS STORES INC | $138K |
DISDISNEY WALT CO | $137K |
GTMZOOMINFO TECHNOLOGIES INC | $137K |
VMCVULCAN MATLS CO | $136K |
TWLOTWILIO INC | $135K |
NKENIKE INC | $135K |
DTDYNATRACE INC | $129K |
XPXP INC | $128K |
SESEA LTD | $120K |
BEKEKE HLDGS INC | $119K |
ZZILLOW GROUP INC | $118K |
CITCINTAS CORP | $117K |
PYPLPAYPAL HLDGS INC | $116K |
PTCPTC INC | $114K |
CFLTCONFLUENT INC | $113K |
MLMMARTIN MARIETTA MATLS INC | $113K |
GPNGLOBAL PMTS INC | $108K |
COUPEURCOUPA SOFTWARE INC | $97K |
PTONPELOTON INTERACTIVE INC | $94K |
SRPTSAREPTA THERAPEUTICS INC | $92K |
DGDOLLAR GEN CORP NEW | $89K |
COINCOINBASE GLOBAL INC | $82K |
PDDPINDUODUO INC | $80K |
CERTCERTARA INC | $76K |
2L9BLUEPRINT MEDICINES CORP | $73K |
ESTCELASTIC N V | $71K |
CTLTEURCATALENT INC | $70K |
KKRKKR & CO INC | $70K |
CSGPCOSTAR GROUP INC | $66K |
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