ALKEON CAPITAL MANAGEMENT LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$67.7M

Holdings

167

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
METAFACEBOOK INC
$1.6M
GOOGLALPHABET INC
$1.4M
AMZNAMAZON COM INC
$1.2M
RNGRINGCENTRAL INC
$1.2M
SHOPSHOPIFY INC
$1.2M
SANASANA BIOTECHNOLOGY INC
$1.2M
SNOWSNOWFLAKE INC
$935K
MSFTMICROSOFT CORP
$841K
SGFYGBPSIGNIFY HEALTH INC
$760K
SNPSSYNOPSYS INC
$747K
CDNSCADENCE DESIGN SYSTEM INC
$718K
AAPLAPPLE INC
$685K
TWLOTWILIO INC
$664K
BKNGBOOKING HOLDINGS INC
$602K
MLB1MERCADOLIBRE INC
$578K
FIVNFIVE9 INC
$554K
JDJD.COM INC
$552K
TERTERADYNE INC
$534K
XYZSQUARE INC
$512K
CMGCHIPOTLE MEXICAN GRILL INC
$509K
KLACKLA CORP
$488K
TEAMATLASSIAN CORP PLC
$475K
ATVIEURACTIVISION BLIZZARD INC
$444K
AVLRUSDAVALARA INC
$441K
COUPEURCOUPA SOFTWARE INC
$430K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$416K
TJXTJX COS INC NEW
$411K
EXPEEXPEDIA GROUP INC
$404K
T7DTRANSDIGM GROUP INC
$400K
ICEINTERCONTINENTAL EXCHANGE IN
$398K
ADIANALOG DEVICES INC
$396K
PYPLPAYPAL HLDGS INC
$394K
SMHVANECK VECTORS ETF TR
$393K
ZMZOOM VIDEO COMMUNICATIONS IN
$389K
EQIXEQUINIX INC
$385K
DASHDOORDASH INC
$376K
SSNCSS&C TECHNOLOGIES HLDGS INC
$375K
LRCXEURLAM RESEARCH CORP
$372K
PINSPINTEREST INC
$357K
AMTAMERICAN TOWER CORP NEW
$355K
LYFTLYFT INC
$347K
GPNGLOBAL PMTS INC
$342K
SESEA LTD
$341K
CSGPCOSTAR GROUP INC
$318K
TTDTHE TRADE DESK INC
$309K
BURLBURLINGTON STORES INC
$308K
HLTHILTON WORLDWIDE HLDGS INC
$302K
PTCPTC INC
$292K
DOCUDOCUSIGN INC
$280K
CGCARLYLE GROUP INC
$274K
MAMASTERCARD INCORPORATED
$271K
YUMYUM BRANDS INC
$266K
VVISA INC
$264K
DISDISNEY WALT CO
$256K
UBERUBER TECHNOLOGIES INC
$253K
BILIBILIBILI INC
$252K
SMARGBPSMARTSHEET INC
$239K
NFLXNETFLIX INC
$238K
MLMMARTIN MARIETTA MATLS INC
$236K
CLVTRIP COM GROUP LTD
$231K
RTXRAYTHEON TECHNOLOGIES CORP
$226K
FFORD MTR CO DEL
$224K
SPGIS&P GLOBAL INC
$213K
ZZILLOW GROUP INC
$208K
PLANUSDANAPLAN INC
$200K
ROSTROSS STORES INC
$195K
TRUTRANSUNION
$189K
SHWSHERWIN WILLIAMS CO
$187K
XPXP INC
$186K
RAREULTRAGENYX PHARMACEUTICAL IN
$182K
ADSKAUTODESK INC
$177K
BABAALIBABA GROUP HLDG LTD
$174K
VMCVULCAN MATLS CO
$172K
QUALTRICS INTL INC
$167K
DTDYNATRACE INC
$165K
TGTXTG THERAPEUTICS INC
$158K
XLRNACCELERON PHARMA INC
$157K
ESTCELASTIC N V
$149K
CITCINTAS CORP
$147K
INTCINTEL CORP
$141K
EDUNEW ORIENTAL ED & TECHNOLOGY
$139K
AKXANSYS INC
$138K
AALAMERICAN AIRLS GROUP INC
$138K
AYXEURALTERYX INC
$138K
GTMZOOMINFO TECHNOLOGIES INC
$135K
YMMFULL TRUCK ALLIANCE CO LTD
$133K
KELKELLOGG CO
$129K
GISGENERAL MLS INC
$122K
GEGENERAL ELECTRIC CO
$121K
ARNAEURARENA PHARMACEUTICALS INC
$120K
CCLCARNIVAL CORP
$119K
LOWLOWES COS INC
$119K
AZPNUSDASPEN TECHNOLOGY INC
$118K
ALNYALNYLAM PHARMACEUTICALS INC
$112K
DGDOLLAR GEN CORP NEW
$108K
AVYAUSDAVAYA HLDGS CORP
$105K
CERTCERTARA INC
$104K
2L9BLUEPRINT MEDICINES CORP
$94K
PCTYPAYLOCITY HLDG CORP
$94K
MTCHMATCH GROUP INC NEW
$91K
Page 1 of 2Next