ALKEON CAPITAL MANAGEMENT LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$54.0M
Holdings
141
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
NDQINVESCO QQQ TR | $14.8B |
SPYSPDR S&P 500 ETF TR | $5.0B |
QCOMQUALCOMM INC | $1.3B |
METAMETA PLATFORMS INC | $1.1B |
SNPSSYNOPSYS INC | $970.1M |
MSFTMICROSOFT CORP | $906.7M |
TEAMATLASSIAN CORP PLC | $812.4M |
CDNSCADENCE DESIGN SYSTEM INC | $802.3M |
RNGRINGCENTRAL INC | $799.1M |
KLACKLA CORP | $726.4M |
BABAALIBABA GROUP HLDG LTD | $703.8M |
TERTERADYNE INC | $612.0M |
ZMZOOM VIDEO COMMUNICATIONS IN | $580.1M |
TJXTJX COS INC NEW | $560.6M |
PATHUIPATH INC | $548.0M |
AAPLAPPLE INC | $537.4M |
EXPEEXPEDIA GROUP INC | $534.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $491.0M |
CGCARLYLE GROUP INC | $482.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $458.0M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $441.5M |
FIVNFIVE9 INC | $413.2M |
MAMASTERCARD INCORPORATED | $410.0M |
ITGARTNER INC | $408.8M |
ADIANALOG DEVICES INC | $403.1M |
HLTHILTON WORLDWIDE HLDGS INC | $390.0M |
AMTAMERICAN TOWER CORP NEW | $383.5M |
AVLRUSDAVALARA INC | $369.9M |
JDJD.COM INC | $357.9M |
UBERUBER TECHNOLOGIES INC | $355.8M |
BURLBURLINGTON STORES INC | $354.1M |
SPGIS&P GLOBAL INC | $338.1M |
YUMYUM BRANDS INC | $320.8M |
VVISA INC | $308.9M |
DASHDOORDASH INC | $300.4M |
TRUTRANSUNION | $283.1M |
NTESNETEASE INC | $277.9M |
SHWSHERWIN WILLIAMS CO | $259.5M |
SMARGBPSMARTSHEET INC | $255.1M |
RTXRAYTHEON TECHNOLOGIES CORP | $244.4M |
XYZBLOCK INC | $237.4M |
NVDANVIDIA CORPORATION | $235.3M |
TWLOTWILIO INC | $233.7M |
SESEA LTD | $229.2M |
PCTYPAYLOCITY HLDG CORP | $225.5M |
DISDISNEY WALT CO | $225.5M |
CFLTCONFLUENT INC | $214.8M |
LYFTLYFT INC | $211.3M |
PLANUSDANAPLAN INC | $200.9M |
BEKEKE HLDGS INC | $199.1M |
DLODLOCAL LTD | $194.5M |
RAREULTRAGENYX PHARMACEUTICAL IN | $194.1M |
LOWLOWES COS INC | $183.5M |
CSGPCOSTAR GROUP INC | $179.4M |
ROSTROSS STORES INC | $179.3M |
PYPLPAYPAL HLDGS INC | $178.4M |
CITCINTAS CORP | $178.4M |
—QUALTRICS INTL INC | $170.1M |
GTMZOOMINFO TECHNOLOGIES INC | $166.2M |
EFXEQUIFAX INC | $155.1M |
COUPEURCOUPA SOFTWARE INC | $154.0M |
DTDYNATRACE INC | $151.7M |
BIDUNBAIDU INC | $148.8M |
VMCVULCAN MATLS CO | $147.3M |
PTCPTC INC | $140.0M |
2L9BLUEPRINT MEDICINES CORP | $136.3M |
MLMMARTIN MARIETTA MATLS INC | $132.1M |
XPXP INC | $122.4M |
ZZILLOW GROUP INC | $121.2M |
DGDOLLAR GEN CORP NEW | $117.6M |
AVYAUSDAVAYA HLDGS CORP | $116.8M |
PTONPELOTON INTERACTIVE INC | $115.6M |
ESTCELASTIC N V | $115.1M |
COINCOINBASE GLOBAL INC | $113.6M |
AYXEURALTERYX INC | $109.9M |
GPNGLOBAL PMTS INC | $103.6M |
CERTCERTARA INC | $102.2M |
SRPTSAREPTA THERAPEUTICS INC | $98.6M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $91.7M |
PCORPROCORE TECHNOLOGIES INC | $78.1M |
ATVIEURACTIVISION BLIZZARD INC | $69.6M |
CERE1EURCEREVEL THERAPEUTICS HLDNG I | $61.9M |
CLVTRIP COM GROUP LTD | $60.7M |
PDDPINDUODUO INC | $58.5M |
MQMARQETA INC | $56.6M |
KROSKEROS THERAPEUTICS INC | $54.2M |
GTLBGITLAB INC | $53.2M |
YMMFULL TRUCK ALLIANCE CO LTD | $52.8M |
AKROAKERO THERAPEUTICS INC | $52.4M |
AZPNUSDASPEN TECHNOLOGY INC | $51.7M |
OKTAOKTA INC | $50.5M |
CTLTEURCATALENT INC | $38.4M |
EDUNEW ORIENTAL ED & TECHNOLOGY | $38.1M |
PMVPPMV PHARMACEUTICALS INC | $36.9M |
KWEBKRANESHARES TR | $36.5M |
TGTXTG THERAPEUTICS INC | $35.5M |
RNG 0 03/15/26RINGCENTRAL INC | $35.4M |
AKXANSYS INC | $34.7M |
FROGJFROG LTD | $33.8M |
BILIBILIBILI INC | $29.4M |
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