ALKEON CAPITAL MANAGEMENT LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$25.9B
Holdings
114
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (114 positions)
| Stock | Value |
|---|---|
NDQINVESCO QQQ TR | $4.0B |
SPYSPDR S&P 500 ETF TR | $2.9B |
METAMETA PLATFORMS INC | $1.5B |
MREOMEREO BIOPHARMA GROUP PLC | $1.0B |
AMZNAMAZON COM INC | $781.0M |
MSFTMICROSOFT CORP | $620.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $574.0M |
GOOGLALPHABET INC | $555.0M |
SNPSSYNOPSYS INC | $534.0M |
CDNSCADENCE DESIGN SYSTEM INC | $447.0M |
BILLBILL COM HLDGS INC | $432.0M |
VVISA INC | $417.0M |
TJXTJX COS INC NEW | $404.0M |
CGCARLYLE GROUP INC | $391.0M |
QCOMQUALCOMM INC | $390.4M |
MAMASTERCARD INCORPORATED | $370.0M |
AXPAMERICAN EXPRESS CO | $369.0M |
JDJD.COM INC | $357.0M |
HLTHILTON WORLDWIDE HLDGS INC | $346.0M |
ZMZOOM VIDEO COMMUNICATIONS IN | $343.0M |
ADIANALOG DEVICES INC | $333.0M |
UBERUBER TECHNOLOGIES INC | $316.0M |
BIDUNBAIDU INC | $288.0M |
TSLATESLA INC | $275.0M |
PDDPINDUODUO INC | $266.0M |
KLACKLA CORP | $263.0M |
EXPEEXPEDIA GROUP INC | $259.0M |
LRCXEURLAM RESEARCH CORP | $253.0M |
LOWLOWES COS INC | $245.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $229.0M |
PATHUIPATH INC | $224.0M |
BABAALIBABA GROUP HLDG LTD | $196.0M |
TERTERADYNE INC | $186.0M |
SHOPSHOPIFY INC | $185.0M |
MARMARRIOTT INTL INC NEW | $185.0M |
ROSTROSS STORES INC | $184.0M |
AMTAMERICAN TOWER CORP NEW | $179.0M |
AKROAKERO THERAPEUTICS INC | $177.0M |
DISDISNEY WALT CO | $172.0M |
DASHDOORDASH INC | $170.0M |
SHWSHERWIN WILLIAMS CO | $170.0M |
RNGRINGCENTRAL INC | $168.0M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $154.0M |
NTESNETEASE INC | $151.0M |
AYXEURALTERYX INC | $142.0M |
AMDADVANCED MICRO DEVICES INC | $128.0M |
KOCOCA COLA CO | $126.0M |
YMMFULL TRUCK ALLIANCE CO LTD | $124.0M |
MLMMARTIN MARIETTA MATLS INC | $121.0M |
SPGIS&P GLOBAL INC | $108.0M |
VMCVULCAN MATLS CO | $103.0M |
TWLOTWILIO INC | $98.0M |
BEKEKE HLDGS INC | $97.0M |
YUMYUM BRANDS INC | $95.0M |
XYZBLOCK INC | $94.0M |
TEAMATLASSIAN CORPORATION | $93.0M |
SRPTSAREPTA THERAPEUTICS INC | $87.0M |
AAPLAPPLE INC | $86.0M |
RAREULTRAGENYX PHARMACEUTICAL IN | $85.0M |
PCTYPAYLOCITY HLDG CORP | $79.0M |
SMARGBPSMARTSHEET INC | $78.0M |
GPNGLOBAL PMTS INC | $77.0M |
KROSKEROS THERAPEUTICS INC | $66.0M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $64.0M |
RYTMRHYTHM PHARMACEUTICALS INC | $64.0M |
PTCPTC INC | $60.0M |
LYFTLYFT INC | $58.0M |
XPXP INC | $53.0M |
KKRKKR & CO INC | $50.0M |
ESTCELASTIC N V | $46.0M |
GTMZOOMINFO TECHNOLOGIES INC | $44.0M |
SESEA LTD | $43.0M |
—QUALTRICS INTL INC | $43.0M |
PTONPELOTON INTERACTIVE INC | $38.0M |
DTDYNATRACE INC | $36.0M |
TGTXTG THERAPEUTICS INC | $35.0M |
CITCINTAS CORP | $34.0M |
CERE1EURCEREVEL THERAPEUTICS HLDNG I | $33.0M |
XMTRXOMETRY INC | $33.0M |
—DICE THERAPEUTICS INC | $32.0M |
RNG 0 03/15/26RINGCENTRAL INC | $31.0M |
GTLBGITLAB INC | $29.0M |
TRUTRANSUNION | $28.0M |
CFLTCONFLUENT INC | $27.0M |
CERTCERTARA INC | $23.0M |
FIVNFIVE9 INC | $22.0M |
—ALLOVIR INC | $22.0M |
MQMARQETA INC | $21.0M |
FROGJFROG LTD | $21.0M |
DLODLOCAL LTD | $21.0M |
RSTEM INC | $19.0M |
2L9BLUEPRINT MEDICINES CORP | $17.0M |
RNG 0 03/01/25RINGCENTRAL INC | $17.0M |
BCRXBIOCRYST PHARMACEUTICALS INC | $16.0M |
1K0IGM BIOSCIENCES INC | $14.0M |
ORICORIC PHARMACEUTICALS INC | $13.0M |
PMVPPMV PHARMACEUTICALS INC | $11.0M |
AYX 0.5 08/01/24ALTERYX INC | $9.0M |
PCORPROCORE TECHNOLOGIES INC | $8.0M |
BJBJS WHSL CLUB HLDGS INC | $7.0M |
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