ALKEON CAPITAL MANAGEMENT LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$37.2M
Holdings
133
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC | $1.5M |
GOOGLALPHABET INC | $1.4M |
AMZNAMAZON COM INC | $996K |
RYTMRHYTHM PHARMACEUTICALS INC | $987K |
RSTEM INC | $913K |
QCOMQUALCOMM INC | $892K |
CRBUCARIBOU BIOSCIENCES INC | $746K |
AVYAUSDAVAYA HLDGS CORP | $730K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $709K |
SNPSSYNOPSYS INC | $652K |
KLACKLA CORP | $558K |
CDNSCADENCE DESIGN SYSTEM INC | $536K |
TSLATESLA INC | $505K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $476K |
LRCXEURLAM RESEARCH CORP | $473K |
VVISA INC | $465K |
ZMZOOM VIDEO COMMUNICATIONS IN | $453K |
ADIANALOG DEVICES INC | $441K |
SPYSPDR S&P 500 ETF TR | $439K |
AXPAMERICAN EXPRESS CO | $430K |
MSFTMICROSOFT CORP | $428K |
CGCARLYLE GROUP INC | $411K |
JDJD.COM INC | $403K |
MAMASTERCARD INCORPORATED | $397K |
ADBEADOBE SYSTEMS INCORPORATED | $366K |
BKNGBOOKING HOLDINGS INC | $350K |
ASMLASML HOLDING N V | $330K |
AMTAMERICAN TOWER CORP NEW | $321K |
PDDPINDUODUO INC | $321K |
TJXTJX COS INC NEW | $319K |
BIDUNBAIDU INC | $312K |
BABAALIBABA GROUP HLDG LTD | $303K |
PATHUIPATH INC | $282K |
MLB1MERCADOLIBRE INC | $280K |
WDAYWORKDAY INC | $279K |
HLTHILTON WORLDWIDE HLDGS INC | $279K |
CMGCHIPOTLE MEXICAN GRILL INC | $279K |
EQIXEQUINIX INC | $275K |
TERTERADYNE INC | $264K |
RNGRINGCENTRAL INC | $246K |
ICEINTERCONTINENTAL EXCHANGE IN | $242K |
T7DTRANSDIGM GROUP INC | $221K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $215K |
LOWLOWES COS INC | $208K |
EXPEEXPEDIA GROUP INC | $198K |
SHWSHERWIN WILLIAMS CO | $193K |
NTESNETEASE INC | $193K |
TEAMATLASSIAN CORP PLC | $180K |
NFLXNETFLIX INC | $175K |
BEKEKE HLDGS INC | $170K |
UBERUBER TECHNOLOGIES INC | $166K |
CRMSALESFORCE INC | $162K |
AMDADVANCED MICRO DEVICES INC | $153K |
TWLOTWILIO INC | $148K |
RAREULTRAGENYX PHARMACEUTICAL IN | $147K |
VMCVULCAN MATLS CO | $146K |
SHOPSHOPIFY INC | $146K |
N1UANEW ORIENTAL ED & TECHNOLOGY | $145K |
SPGIS&P GLOBAL INC | $142K |
MLMMARTIN MARIETTA MATLS INC | $139K |
AYXEURALTERYX INC | $137K |
MARMARRIOTT INTL INC NEW | $136K |
YMMFULL TRUCK ALLIANCE CO LTD | $129K |
KOCOCA COLA CO | $126K |
TRUTRANSUNION | $119K |
PLDPROLOGIS INC. | $118K |
DOCUDOCUSIGN INC | $115K |
BURLBURLINGTON STORES INC | $113K |
PTCPTC INC | $111K |
YUMYUM BRANDS INC | $110K |
ROSTROSS STORES INC | $105K |
DASHDOORDASH INC | $103K |
NKENIKE INC | $102K |
GPNGLOBAL PMTS INC | $99K |
PCTYPAYLOCITY HLDG CORP | $92K |
SRPTSAREPTA THERAPEUTICS INC | $87K |
FIVNFIVE9 INC | $84K |
DLODLOCAL LTD | $84K |
CTLTEURCATALENT INC | $83K |
GTMZOOMINFO TECHNOLOGIES INC | $79K |
XPXP INC | $79K |
LYFTLYFT INC | $74K |
AVLRUSDAVALARA INC | $73K |
SESEA LTD | $72K |
PYPLPAYPAL HLDGS INC | $70K |
SMARGBPSMARTSHEET INC | $68K |
—QUALTRICS INTL INC | $66K |
KKRKKR & CO INC | $66K |
XYZBLOCK INC | $61K |
DTDYNATRACE INC | $58K |
CERTCERTARA INC | $57K |
COUPEURCOUPA SOFTWARE INC | $55K |
2L9BLUEPRINT MEDICINES CORP | $54K |
ESTCELASTIC N V | $53K |
CFLTCONFLUENT INC | $49K |
GTLBGITLAB INC | $48K |
PTONPELOTON INTERACTIVE INC | $39K |
MQMARQETA INC | $37K |
CITCINTAS CORP | $35K |
KROSKEROS THERAPEUTICS INC | $33K |
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