ALKEON CAPITAL MANAGEMENT LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$54.0B

Holdings

140

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
GOOGLALPHABET INC
$1.0B
RNGRINGCENTRAL INC
$1.0B
METAFACEBOOK INC
$968.0M
COSTCOSTCO WHSL CORP NEW
$966.0M
MSFTMICROSOFT CORP
$821.4M
AMZNAMAZON COM INC
$807.2M
ALECALECTOR INC
$632.0M
CDNSCADENCE DESIGN SYSTEM INC
$592.5M
SNPSSYNOPSYS INC
$575.6M
MLB1MERCADOLIBRE INC
$553.0M
SHOPSHOPIFY INC
$512.9M
AAPLAPPLE INC
$480.5M
JDJD.COM INC
$475.8M
SESEA LTD
$448.4M
ADBEADOBE SYSTEMS INCORPORATED
$446.3M
CMGCHIPOTLE MEXICAN GRILL INC
$437.4M
PGPROCTER AND GAMBLE CO
$415.3M
COUPEURCOUPA SOFTWARE INC
$406.8M
BABAALIBABA GROUP HLDG LTD
$400.1M
PINSPINTEREST INC
$389.5M
KLACKLA CORP
$373.5M
FIVNFIVE9 INC
$351.7M
EQIXEQUINIX INC
$351.3M
ICEINTERCONTINENTAL EXCHANGE IN
$336.1M
AVLRUSDAVALARA INC
$329.7M
CRMSALESFORCE COM INC
$326.7M
CSGPCOSTAR GROUP INC
$317.7M
TWLOTWILIO INC
$309.5M
TJXTJX COS INC NEW
$305.2M
GPNGLOBAL PMTS INC
$292.3M
AMTAMERICAN TOWER CORP NEW
$289.2M
LRCXEURLAM RESEARCH CORP
$285.5M
EDUNEW ORIENTAL ED & TECHNOLOGY
$280.5M
OKTAOKTA INC
$277.4M
ADIANALOG DEVICES INC
$268.7M
ATVIEURACTIVISION BLIZZARD INC
$264.5M
T7DTRANSDIGM GROUP INC
$262.3M
ASMLASML HOLDING N V
$259.4M
TTDTHE TRADE DESK INC
$259.4M
MAMASTERCARD INCORPORATED
$252.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$251.3M
NFLXNETFLIX INC
$250.0M
TERTERADYNE INC
$245.0M
VVISA INC
$226.7M
LOWLOWES COS INC
$225.6M
AZPNUSDASPEN TECHNOLOGY INC
$216.6M
NOWSERVICENOW INC
$214.9M
TSLATESLA INC
$214.5M
SSNCSS&C TECHNOLOGIES HLDGS INC
$210.0M
KKRKKR & CO INC
$186.1M
XLRNACCELERON PHARMA INC
$182.9M
AYXEURALTERYX INC
$181.9M
BILIBILIBILI INC
$180.4M
XPXP INC
$177.8M
TEAMATLASSIAN CORP PLC
$172.7M
HLTHILTON WORLDWIDE HLDGS INC
$170.6M
YUMYUM BRANDS INC
$159.0M
AKXANSYS INC
$156.1M
RAREULTRAGENYX PHARMACEUTICAL IN
$154.5M
FFORD MTR CO DEL
$149.8M
CITCINTAS CORP
$144.6M
FISFIDELITY NATL INFORMATION SV
$142.8M
ADSKAUTODESK INC
$140.0M
LQDISHARES TR
$134.7M
CGCARLYLE GROUP INC
$134.3M
ARNAEURARENA PHARMACEUTICALS INC
$130.1M
DGDOLLAR GEN CORP NEW
$125.8M
VMCVULCAN MATLS CO
$124.1M
JOYYJOYY INC
$122.8M
DOCUDOCUSIGN INC
$118.4M
FROGJFROG LTD
$110.0M
CMECME GROUP INC
$109.6M
DAYCERIDIAN HCM HLDG INC
$109.1M
PTCPTC INC
$108.8M
SPGIS&P GLOBAL INC
$106.4M
SMARGBPSMARTSHEET INC
$105.7M
NOCNORTHROP GRUMMAN CORP
$102.8M
PCTYPAYLOCITY HLDG CORP
$101.9M
TRUTRANSUNION
$101.7M
XLNXEURXILINX INC
$99.3M
SHWSHERWIN WILLIAMS CO
$99.2M
TWTRADEWEB MKTS INC
$90.4M
AMATAPPLIED MATLS INC
$85.0M
NTESNETEASE INC
$83.7M
2L9BLUEPRINT MEDICINES CORP
$83.2M
CLVTRIP COM GROUP LTD
$77.8M
TGTXTG THERAPEUTICS INC
$74.3M
AKROAKERO THERAPEUTICS INC
$70.2M
QSRRESTAURANT BRANDS INTL INC
$69.4M
1K0IGM BIOSCIENCES INC
$68.6M
MLMMARTIN MARIETTA MATLS INC
$68.2M
EAELECTRONIC ARTS INC
$65.5M
ALNYALNYLAM PHARMACEUTICALS INC
$64.2M
GEGENERAL ELECTRIC CO
$62.3M
NXPINXP SEMICONDUCTORS N V
$61.2M
MUMICRON TECHNOLOGY INC
$48.8M
RTXRAYTHEON TECHNOLOGIES CORP
$47.1M
UUNITY SOFTWARE INC
$43.6M
TURNING POINT THERAPEUTICS I
$41.7M
CCLCARNIVAL CORP
$38.0M
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