ALKEON CAPITAL MANAGEMENT LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$28.4B

Holdings

133

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (133 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	NXPINXP SEMICONDUCTORS N V	240,000	$26.2M	0.09%
102	AGIOAGIOS PHARMACEUTICALS INC	786,615	$25.5M	0.09%
103	EVBGEUREVERBRIDGE INC	407,426	$25.1M	0.09%
104	BILIBILIBILI INC	1,587,043	$22.4M	0.08%
105	—ARQULE INC	3,100,000	$22.2M	0.08%
106	1T7TRICIDA INC	709,400	$21.9M	0.08%
107	SPGIS&P GLOBAL INC	87,500	$21.4M	0.08%
108	APOEURAPOLLO GLOBAL MGMT INC	559,196	$21.1M	0.07%
109	—TURNING POINT THERAPEUTICS I	557,000	$20.9M	0.07%
110	CLVTCLARIVATE ANALYTICS PLC	1,025,000	$17.3M	0.06%
111	HCATHEALTH CATALYST INC	502,500	$15.9M	0.06%
112	ZUOUSDZUORA INC	1,034,256	$15.6M	0.05%
113	2L9BLUEPRINT MEDICINES CORP	187,500	$13.8M	0.05%
114	SPYSPDR S&P 500 ETF TR	40,870,200	$12.1M	0.04%	Put
115	AKROAKERO THERAPEUTICS INC	502,722	$11.4M	0.04%
116	ZSZSCALER INC	235,640	$11.1M	0.04%
117	UNFUNIFIRST CORP MASS	50,000	$9.8M	0.03%
118	—STEMLINE THERAPEUTICS INC	825,500	$8.6M	0.03%
119	—MAGENTA THERAPEUTICS INC	500,000	$5.1M	0.02%
120	DDOGDATADOG INC	150,000	$5.1M	0.02%
121	—ALTAIR ENGR INC	5,000,000	$5.1M	0.02%
122	—RINGCENTRAL INC	3,000,000	$4.8M	0.02%
123	APLTAPPLIED THERAPEUTICS INC	399,239	$4.4M	0.02%
124	—TWILIO INC	2,500,000	$4.2M	0.01%
125	—ZENDESK INC	3,000,000	$4.0M	0.01%
126	GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC	3,000,000	$3.4M	0.01%
127	—FIVE9 INC	2,000,000	$2.9M	0.01%
128	—RAPID7 INC	2,000,000	$2.6M	0.01%
129	NTESNETEASE INC	9,019	$2.4M	0.01%
130	AXSMAXSOME THERAPEUTICS INC	100,000	$2.0M	0.01%
131	—MONGODB INC	1,000,000	$1.9M	0.01%
132	PYPLPAYPAL HLDGS INC	13,281	$1.4M	0.00%
133	MOMOUSDMOMO INC	35,000	$1.1M	0.00%

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