ALKEON CAPITAL MANAGEMENT LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$39.5M
Holdings
139
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $1.1M |
RNGRINGCENTRAL INC | $1.0M |
—MAGENTA THERAPEUTICS INC | $1000K |
COSTCOSTCO WHSL CORP NEW | $825K |
NDQINVESCO QQQ TR | $801K |
MLB1MERCADOLIBRE INC | $777K |
MSFTMICROSOFT CORP | $708K |
METAFACEBOOK INC | $658K |
AAPLAPPLE INC | $580K |
GOOGLALPHABET INC | $544K |
COUPEURCOUPA SOFTWARE INC | $501K |
CDNSCADENCE DESIGN SYSTEM INC | $493K |
SNPSSYNOPSYS INC | $465K |
SHOPSHOPIFY INC | $391K |
NFLXNETFLIX INC | $364K |
CMGCHIPOTLE MEXICAN GRILL INC | $360K |
PGPROCTER AND GAMBLE CO | $357K |
KLACKLA CORP | $352K |
AVLRUSDAVALARA INC | $345K |
SESEA LTD | $343K |
JDJD.COM INC | $333K |
OKTAOKTA INC | $320K |
EQIXEQUINIX INC | $303K |
ICEINTERCONTINENTAL EXCHANGE IN | $299K |
BABAALIBABA GROUP HLDG LTD | $294K |
AMTAMERICAN TOWER CORP NEW | $290K |
ADIANALOG DEVICES INC | $270K |
TWLOTWILIO INC | $264K |
AYXEURALTERYX INC | $263K |
TERTERADYNE INC | $261K |
ASMLASML HOLDING N V | $259K |
FIVNFIVE9 INC | $256K |
NOWSERVICENOW INC | $251K |
TTDTHE TRADE DESK INC | $244K |
GPNGLOBAL PMTS INC | $239K |
ATVIEURACTIVISION BLIZZARD INC | $233K |
XLFSELECT SECTOR SPDR TR | $231K |
EDUNEW ORIENTAL ED & TECHNOLOGY | $225K |
LOWLOWES COS INC | $224K |
MAMASTERCARD INCORPORATED | $221K |
VVISA INC | $219K |
LRCXEURLAM RESEARCH CORP | $207K |
T7DTRANSDIGM GROUP INC | $198K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $196K |
ADSKAUTODESK INC | $194K |
BILIBILIBILI INC | $184K |
AZPNUSDASPEN TECHNOLOGY INC | $177K |
ADBEADOBE INC | $174K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $173K |
XPXP INC | $170K |
—IMMUNOMEDICS INC | $164K |
TJXTJX COS INC NEW | $162K |
YUMYUM BRANDS INC | $151K |
AKXANSYS INC | $148K |
XLRNACCELERON PHARMA INC | $143K |
RAREULTRAGENYX PHARMACEUTICAL IN | $139K |
FFORD MTR CO DEL | $137K |
JOYYJOYY INC | $135K |
LQDISHARES TR | $135K |
KKRKKR & CO INC | $133K |
FISFIDELITY NATL INFORMATION SV | $130K |
RTXRAYTHEON TECHNOLOGIES CORP | $128K |
SMARGBPSMARTSHEET INC | $119K |
DGDOLLAR GEN CORP NEW | $114K |
NOCNORTHROP GRUMMAN CORP | $113K |
ARNAEURARENA PHARMACEUTICALS INC | $110K |
CMECME GROUP INC | $109K |
CGCARLYLE GROUP INC | $105K |
PCTYPAYLOCITY HLDG CORP | $102K |
DAYCERIDIAN HCM HLDG INC | $101K |
VMCVULCAN MATLS CO | $97K |
XLNXEURXILINX INC | $94K |
BABOEING CO | $92K |
TWTRADEWEB MKTS INC | $91K |
AMATAPPLIED MATLS INC | $86K |
SPGIS&P GLOBAL INC | $85K |
SHWSHERWIN WILLIAMS CO | $82K |
NTESNETEASE INC | $79K |
MLMMARTIN MARIETTA MATLS INC | $76K |
ALNYALNYLAM PHARMACEUTICALS INC | $75K |
TRUTRANSUNION | $74K |
CITCINTAS CORP | $73K |
CSGPCOSTAR GROUP INC | $69K |
GEGENERAL ELECTRIC CO | $68K |
PLANUSDANAPLAN INC | $67K |
EAELECTRONIC ARTS INC | $66K |
QSRRESTAURANT BRANDS INTL INC | $66K |
INTCINTEL CORP | $60K |
NXPINXP SEMICONDUCTORS N V | $56K |
2L9BLUEPRINT MEDICINES CORP | $56K |
1K0IGM BIOSCIENCES INC | $55K |
CLVTRIP COM GROUP LTD | $52K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $48K |
PTCPTC INC | $47K |
TGTXTG THERAPEUTICS INC | $44K |
MCHPMICROCHIP TECHNOLOGY INC. | $42K |
ESTCELASTIC N V | $40K |
DCPHEURDECIPHERA PHARMACEUTICALS IN | $40K |
KPTIEURKARYOPHARM THERAPEUTICS INC | $39K |
PSNPARSONS CORPORATION | $38K |
Page 1 of 2Next