ALKEON CAPITAL MANAGEMENT LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$54.0M

Holdings

140

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
GOOGLALPHABET INC
$1.0M
RNGRINGCENTRAL INC
$1.0M
METAFACEBOOK INC
$968K
COSTCOSTCO WHSL CORP NEW
$966K
MSFTMICROSOFT CORP
$821K
AMZNAMAZON COM INC
$807K
ALECALECTOR INC
$632K
CDNSCADENCE DESIGN SYSTEM INC
$593K
SNPSSYNOPSYS INC
$576K
MLB1MERCADOLIBRE INC
$553K
SHOPSHOPIFY INC
$513K
AAPLAPPLE INC
$480K
JDJD.COM INC
$476K
SESEA LTD
$448K
ADBEADOBE SYSTEMS INCORPORATED
$446K
CMGCHIPOTLE MEXICAN GRILL INC
$437K
PGPROCTER AND GAMBLE CO
$415K
COUPEURCOUPA SOFTWARE INC
$407K
BABAALIBABA GROUP HLDG LTD
$400K
PINSPINTEREST INC
$389K
KLACKLA CORP
$374K
FIVNFIVE9 INC
$352K
EQIXEQUINIX INC
$351K
ICEINTERCONTINENTAL EXCHANGE IN
$336K
AVLRUSDAVALARA INC
$330K
CRMSALESFORCE COM INC
$327K
CSGPCOSTAR GROUP INC
$318K
TWLOTWILIO INC
$309K
TJXTJX COS INC NEW
$305K
GPNGLOBAL PMTS INC
$292K
AMTAMERICAN TOWER CORP NEW
$289K
LRCXEURLAM RESEARCH CORP
$285K
EDUNEW ORIENTAL ED & TECHNOLOGY
$280K
OKTAOKTA INC
$277K
ADIANALOG DEVICES INC
$269K
ATVIEURACTIVISION BLIZZARD INC
$265K
T7DTRANSDIGM GROUP INC
$262K
ASMLASML HOLDING N V
$259K
TTDTHE TRADE DESK INC
$259K
MAMASTERCARD INCORPORATED
$252K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$251K
NFLXNETFLIX INC
$250K
TERTERADYNE INC
$245K
VVISA INC
$227K
LOWLOWES COS INC
$226K
AZPNUSDASPEN TECHNOLOGY INC
$217K
NOWSERVICENOW INC
$215K
TSLATESLA INC
$215K
SSNCSS&C TECHNOLOGIES HLDGS INC
$210K
KKRKKR & CO INC
$186K
XLRNACCELERON PHARMA INC
$183K
AYXEURALTERYX INC
$182K
BILIBILIBILI INC
$180K
XPXP INC
$178K
TEAMATLASSIAN CORP PLC
$173K
HLTHILTON WORLDWIDE HLDGS INC
$171K
YUMYUM BRANDS INC
$159K
AKXANSYS INC
$156K
RAREULTRAGENYX PHARMACEUTICAL IN
$154K
FFORD MTR CO DEL
$150K
CITCINTAS CORP
$145K
FISFIDELITY NATL INFORMATION SV
$143K
ADSKAUTODESK INC
$140K
LQDISHARES TR
$135K
CGCARLYLE GROUP INC
$134K
ARNAEURARENA PHARMACEUTICALS INC
$130K
DGDOLLAR GEN CORP NEW
$126K
VMCVULCAN MATLS CO
$124K
JOYYJOYY INC
$123K
DOCUDOCUSIGN INC
$118K
FROGJFROG LTD
$110K
CMECME GROUP INC
$110K
DAYCERIDIAN HCM HLDG INC
$109K
PTCPTC INC
$109K
SPGIS&P GLOBAL INC
$106K
SMARGBPSMARTSHEET INC
$106K
NOCNORTHROP GRUMMAN CORP
$103K
PCTYPAYLOCITY HLDG CORP
$102K
TRUTRANSUNION
$102K
XLNXEURXILINX INC
$99K
SHWSHERWIN WILLIAMS CO
$99K
TWTRADEWEB MKTS INC
$90K
AMATAPPLIED MATLS INC
$85K
NTESNETEASE INC
$84K
2L9BLUEPRINT MEDICINES CORP
$83K
CLVTRIP COM GROUP LTD
$78K
TGTXTG THERAPEUTICS INC
$74K
AKROAKERO THERAPEUTICS INC
$70K
QSRRESTAURANT BRANDS INTL INC
$69K
1K0IGM BIOSCIENCES INC
$69K
MLMMARTIN MARIETTA MATLS INC
$68K
EAELECTRONIC ARTS INC
$65K
ALNYALNYLAM PHARMACEUTICALS INC
$64K
GEGENERAL ELECTRIC CO
$62K
NXPINXP SEMICONDUCTORS N V
$61K
MUMICRON TECHNOLOGY INC
$49K
RTXRAYTHEON TECHNOLOGIES CORP
$47K
UUNITY SOFTWARE INC
$44K
TURNING POINT THERAPEUTICS I
$42K
CCLCARNIVAL CORP
$38K
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