ALKEON CAPITAL MANAGEMENT LLC Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$21.1B

Holdings

115

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (115 positions)

StockValue
ARGXARGENX SE
$946.0M
ABEONA THERAPEUTICS INC
$787.0M
STEMLINE THERAPEUTICS INC
$664.0M
COSTCOSTCO WHSL CORP NEW
$639.0M
AMZNAMAZON COM INC
$578.7M
NFLXNETFLIX INC
$566.8M
METAFACEBOOK INC
$487.5M
NDQINVESCO QQQ TR
$476.5M
MLB1MERCADOLIBRE INC
$425.6M
MSFTMICROSOFT CORP
$373.6M
PGPROCTER AND GAMBLE CO
$333.0M
GOOGLALPHABET INC
$306.3M
ADIANALOG DEVICES INC
$286.2M
EAELECTRONIC ARTS INC
$265.8M
MAMASTERCARD INCORPORATED
$250.5M
CDNSCADENCE DESIGN SYSTEM INC
$249.8M
SNPSSYNOPSYS INC
$248.3M
SSNCSS&C TECHNOLOGIES HLDGS INC
$243.8M
BABOEING CO
$238.7M
ATVIEURACTIVISION BLIZZARD INC
$235.1M
LOWLOWES COS INC
$229.6M
NTESNETEASE INC
$225.5M
ICEINTERCONTINENTAL EXCHANGE IN
$220.7M
JDJD COM INC
$213.7M
XLNXEURXILINX INC
$212.1M
VVISA INC
$195.9M
FFORD MTR CO DEL
$194.3M
EQIXEQUINIX INC
$190.8M
BABAALIBABA GROUP HLDG LTD
$189.7M
TWTRUSDTWITTER INC
$184.6M
WDAYWORKDAY INC
$184.3M
AAPLAPPLE INC
$170.8M
RNGRINGCENTRAL INC
$170.7M
ZEN1EURZENDESK INC
$170.4M
RHT1EURRED HAT INC
$170.3M
SHWSHERWIN WILLIAMS CO
$159.6M
COUPEURCOUPA SOFTWARE INC
$154.2M
AMTAMERICAN TOWER CORP NEW
$150.0M
NVDANVIDIA CORP
$140.5M
KOCOCA COLA CO
$138.6M
OKTAOKTA INC
$137.6M
TERTERADYNE INC
$133.8M
GPNGLOBAL PMTS INC
$127.3M
MCHPMICROCHIP TECHNOLOGY INC
$121.0M
CMECME GROUP INC
$115.4M
BIDUNBAIDU INC
$114.3M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$114.2M
KMBKIMBERLY CLARK CORP
$113.6M
KHCKRAFT HEINZ CO
$110.2M
NOCNORTHROP GRUMMAN CORP
$106.6M
DYHTARGET CORP
$105.9M
INTCINTEL CORP
$94.6M
ROKUROKU INC
$91.3M
YUMYUM BRANDS INC
$91.1M
KKRKKR & CO INC
$89.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$88.3M
FIVNFIVE9 INC
$87.2M
HUBSHUBSPOT INC
$83.7M
DLTRDOLLAR TREE INC
$82.9M
QLYSQUALYS INC
$82.4M
GDGENERAL DYNAMICS CORP
$78.2M
BWXTBWX TECHNOLOGIES INC
$75.9M
AZPNUSDASPEN TECHNOLOGY INC
$71.4M
LRCXEURLAM RESEARCH CORP
$68.9M
CLCOLGATE PALMOLIVE CO
$68.3M
GISGENERAL MLS INC
$64.4M
AVGOBROADCOM INC
$63.9M
QSRRESTAURANT BRANDS INTL INC
$59.7M
CITCINTAS CORP
$59.5M
SINA CORP
$57.5M
RAREULTRAGENYX PHARMACEUTICAL IN
$56.6M
GEGENERAL ELECTRIC CO
$56.5M
AMATAPPLIED MATLS INC
$56.2M
SMARGBPSMARTSHEET INC
$55.8M
AGIOAGIOS PHARMACEUTICALS INC
$53.5M
MLMMARTIN MARIETTA MATLS INC
$53.0M
MLCOMELCO RESORT ENTERTAINMENT L
$49.9M
CGCARLYLE GROUP L P
$49.6M
HUYAHUYA INC
$48.1M
BUDANHEUSER BUSCH INBEV SA/NV
$43.8M
VMCVULCAN MATLS CO
$43.0M
CELGCELGENE CORP
$41.8M
IMMUNOMEDICS INC
$41.7M
RTN1USDRAYTHEON CO
$41.3M
PIVOTAL SOFTWARE INC
$41.1M
TRUTRANSUNION
$39.6M
ZUOUSDZUORA INC
$39.4M
FTCHQFARFETCH LTD
$38.1M
EX9EXELIXIS INC
$35.4M
APPTIO INC
$35.0M
TENBTENABLE HLDGS INC
$35.0M
ARRYEURARRAY BIOPHARMA INC
$34.4M
LOXO ONCOLOGY INC
$34.3M
KLACKLA-TENCOR CORP
$34.1M
SESEA LTD
$31.5M
ZSZSCALER INC
$28.2M
RPREALPAGE INC
$24.4M
ZAYOEURZAYO GROUP HLDGS INC
$20.5M
XLRNACCELERON PHARMA INC
$15.6M
DCPHEURDECIPHERA PHARMACEUTICALS IN
$14.5M
Page 1 of 2Next