ALKEON CAPITAL MANAGEMENT LLC Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$30.9M
Holdings
120
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (120 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC | $1.2M |
AMZNAMAZON COM INC | $1.0M |
GOOGLALPHABET INC | $859K |
TSLATESLA INC | $597K |
MSFTMICROSOFT CORP | $592K |
SNPSSYNOPSYS INC | $588K |
AAPLAPPLE INC | $561K |
CDNSCADENCE DESIGN SYSTEM INC | $523K |
QCOMQUALCOMM INC | $495K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $476K |
SPYSPDR S&P 500 ETF TR | $424K |
VVISA INC | $411K |
AXPAMERICAN EXPRESS CO | $390K |
KLACKLA CORP | $381K |
MLB1MERCADOLIBRE INC | $372K |
MAMASTERCARD INCORPORATED | $349K |
JDJD.COM INC | $339K |
CGCARLYLE GROUP INC | $331K |
BKNGBOOKING HOLDINGS INC | $329K |
ADIANALOG DEVICES INC | $327K |
TJXTJX COS INC NEW | $320K |
PDDPINDUODUO INC | $317K |
LRCXEURLAM RESEARCH CORP | $307K |
CMGCHIPOTLE MEXICAN GRILL INC | $286K |
UBERUBER TECHNOLOGIES INC | $279K |
ZMZOOM VIDEO COMMUNICATIONS IN | $273K |
HLTHILTON WORLDWIDE HLDGS INC | $271K |
EXPEEXPEDIA GROUP INC | $270K |
ASMLASML HOLDING N V | $252K |
ICEINTERCONTINENTAL EXCHANGE IN | $232K |
BIDUNBAIDU INC | $232K |
EQIXEQUINIX INC | $213K |
AMTAMERICAN TOWER CORP NEW | $210K |
RNGRINGCENTRAL INC | $206K |
PATHUIPATH INC | $195K |
T7DTRANSDIGM GROUP INC | $194K |
TERTERADYNE INC | $184K |
BABAALIBABA GROUP HLDG LTD | $180K |
MARMARRIOTT INTL INC NEW | $175K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $165K |
TEAMATLASSIAN CORP PLC | $160K |
SHWSHERWIN WILLIAMS CO | $158K |
LOWLOWES COS INC | $149K |
AYXEURALTERYX INC | $147K |
DISDISNEY WALT CO | $141K |
BEKEKE HLDGS INC | $141K |
CRMSALESFORCE INC | $141K |
NTESNETEASE INC | $140K |
SRPTSAREPTA THERAPEUTICS INC | $136K |
MLMMARTIN MARIETTA MATLS INC | $134K |
AMDADVANCED MICRO DEVICES INC | $127K |
DASHDOORDASH INC | $124K |
ROSTROSS STORES INC | $117K |
SPGIS&P GLOBAL INC | $115K |
PCTYPAYLOCITY HLDG CORP | $115K |
KOCOCA COLA CO | $112K |
SHOPSHOPIFY INC | $111K |
GTMZOOMINFO TECHNOLOGIES INC | $110K |
AKROAKERO THERAPEUTICS INC | $108K |
DOCUDOCUSIGN INC | $107K |
VMCVULCAN MATLS CO | $107K |
TWLOTWILIO INC | $105K |
LYFTLYFT INC | $103K |
BILLBILL COM HLDGS INC | $102K |
GPNGLOBAL PMTS INC | $98K |
YMMFULL TRUCK ALLIANCE CO LTD | $98K |
N1UANEW ORIENTAL ED & TECHNOLOGY | $94K |
YUMYUM BRANDS INC | $92K |
RAREULTRAGENYX PHARMACEUTICAL IN | $92K |
XPXP INC | $77K |
2L9BLUEPRINT MEDICINES CORP | $74K |
FIVNFIVE9 INC | $73K |
COUPEURCOUPA SOFTWARE INC | $73K |
PTCPTC INC | $70K |
—QUALTRICS INTL INC | $59K |
DTDYNATRACE INC | $58K |
SMARGBPSMARTSHEET INC | $58K |
XYZBLOCK INC | $55K |
SESEA LTD | $55K |
TRUTRANSUNION | $55K |
KKRKKR & CO INC | $54K |
DLODLOCAL LTD | $51K |
ESTCELASTIC N V | $47K |
KROSKEROS THERAPEUTICS INC | $45K |
RYTMRHYTHM PHARMACEUTICALS INC | $42K |
XMTRXOMETRY INC | $42K |
—ALLOVIR INC | $39K |
CTLTEURCATALENT INC | $39K |
PTONPELOTON INTERACTIVE INC | $38K |
CITCINTAS CORP | $35K |
COINCOINBASE GLOBAL INC | $35K |
RSTEM INC | $34K |
CFLTCONFLUENT INC | $34K |
GTLBGITLAB INC | $33K |
CERE1EURCEREVEL THERAPEUTICS HLDNG I | $33K |
RNG 0 03/15/26RINGCENTRAL INC | $31K |
MQMARQETA INC | $29K |
FROGJFROG LTD | $26K |
CERTCERTARA INC | $25K |
1K0IGM BIOSCIENCES INC | $22K |
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