account_balance
Investment manager · 13F filer · SEC CIK 1230239
Alkeon Capital Management LLC
Reported value$25.9Bas of Jun 30, 2026
Positions79 10 new, 6 sold out
Top 10 weight47%TSM alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSM
Taiwan Semiconductor Manufac
6.5%Trimmed
AMZN
Amazon Com INC
5.3%
LRCX
Lam Research Corp
5.1%Trimmed
GOOGL
Alphabet INC
5.1%Trimmed
QQQ
Invesco Qqq Tr
4.6%Added
KLAC
Kla Corp
4.4%Added
META
Meta Platforms INC
4.2%Trimmed
AMAT
Applied Matls INC
4.2%New
TER
Teradyne INC
4.0%Trimmed
APH
Amphenol Corp
3.9%Added
69 others
52.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed