ALKEON CAPITAL MANAGEMENT LLC Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$30.9B
Holdings
120
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (120 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC | $1.2B |
AMZNAMAZON COM INC | $1.0B |
GOOGLALPHABET INC | $859.4M |
TSLATESLA INC | $596.8M |
MSFTMICROSOFT CORP | $592.4M |
SNPSSYNOPSYS INC | $587.6M |
AAPLAPPLE INC | $560.6M |
CDNSCADENCE DESIGN SYSTEM INC | $523.4M |
QCOMQUALCOMM INC | $494.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $476.0M |
SPYSPDR S&P 500 ETF TR | $423.7M |
VVISA INC | $410.9M |
AXPAMERICAN EXPRESS CO | $390.5M |
KLACKLA CORP | $381.5M |
MLB1MERCADOLIBRE INC | $371.9M |
MAMASTERCARD INCORPORATED | $348.7M |
JDJD.COM INC | $339.3M |
CGCARLYLE GROUP INC | $330.5M |
BKNGBOOKING HOLDINGS INC | $328.6M |
ADIANALOG DEVICES INC | $326.5M |
TJXTJX COS INC NEW | $320.0M |
PDDPINDUODUO INC | $317.5M |
LRCXEURLAM RESEARCH CORP | $306.5M |
CMGCHIPOTLE MEXICAN GRILL INC | $286.0M |
UBERUBER TECHNOLOGIES INC | $278.5M |
ZMZOOM VIDEO COMMUNICATIONS IN | $272.9M |
HLTHILTON WORLDWIDE HLDGS INC | $271.4M |
EXPEEXPEDIA GROUP INC | $270.2M |
ASMLASML HOLDING N V | $252.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $232.4M |
BIDUNBAIDU INC | $231.6M |
EQIXEQUINIX INC | $212.8M |
AMTAMERICAN TOWER CORP NEW | $210.2M |
RNGRINGCENTRAL INC | $205.6M |
PATHUIPATH INC | $195.1M |
T7DTRANSDIGM GROUP INC | $193.6M |
TERTERADYNE INC | $183.8M |
BABAALIBABA GROUP HLDG LTD | $180.2M |
MARMARRIOTT INTL INC NEW | $175.2M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $164.6M |
TEAMATLASSIAN CORP PLC | $160.5M |
SHWSHERWIN WILLIAMS CO | $157.9M |
LOWLOWES COS INC | $149.0M |
AYXEURALTERYX INC | $147.1M |
DISDISNEY WALT CO | $141.5M |
BEKEKE HLDGS INC | $141.2M |
CRMSALESFORCE INC | $141.0M |
NTESNETEASE INC | $140.5M |
SRPTSAREPTA THERAPEUTICS INC | $136.1M |
MLMMARTIN MARIETTA MATLS INC | $133.6M |
AMDADVANCED MICRO DEVICES INC | $126.7M |
DASHDOORDASH INC | $123.6M |
ROSTROSS STORES INC | $117.2M |
SPGIS&P GLOBAL INC | $115.0M |
PCTYPAYLOCITY HLDG CORP | $114.5M |
KOCOCA COLA CO | $112.0M |
SHOPSHOPIFY INC | $111.3M |
GTMZOOMINFO TECHNOLOGIES INC | $109.9M |
AKROAKERO THERAPEUTICS INC | $107.7M |
DOCUDOCUSIGN INC | $106.9M |
VMCVULCAN MATLS CO | $106.5M |
TWLOTWILIO INC | $104.6M |
LYFTLYFT INC | $103.0M |
BILLBILL COM HLDGS INC | $101.8M |
GPNGLOBAL PMTS INC | $98.1M |
YMMFULL TRUCK ALLIANCE CO LTD | $97.9M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $94.4M |
YUMYUM BRANDS INC | $92.4M |
RAREULTRAGENYX PHARMACEUTICAL IN | $91.6M |
XPXP INC | $77.1M |
2L9BLUEPRINT MEDICINES CORP | $73.8M |
FIVNFIVE9 INC | $73.2M |
COUPEURCOUPA SOFTWARE INC | $72.6M |
PTCPTC INC | $69.7M |
—QUALTRICS INTL INC | $58.9M |
DTDYNATRACE INC | $58.2M |
SMARGBPSMARTSHEET INC | $58.0M |
XYZBLOCK INC | $55.0M |
SESEA LTD | $54.5M |
TRUTRANSUNION | $54.5M |
KKRKKR & CO INC | $54.4M |
DLODLOCAL LTD | $51.5M |
ESTCELASTIC N V | $47.0M |
KROSKEROS THERAPEUTICS INC | $45.5M |
RYTMRHYTHM PHARMACEUTICALS INC | $41.8M |
XMTRXOMETRY INC | $41.7M |
—ALLOVIR INC | $38.8M |
CTLTEURCATALENT INC | $38.8M |
PTONPELOTON INTERACTIVE INC | $37.7M |
CITCINTAS CORP | $35.3M |
COINCOINBASE GLOBAL INC | $34.8M |
RSTEM INC | $33.9M |
CFLTCONFLUENT INC | $33.6M |
GTLBGITLAB INC | $33.3M |
CERE1EURCEREVEL THERAPEUTICS HLDNG I | $33.0M |
RNG 0 03/15/26RINGCENTRAL INC | $30.8M |
MQMARQETA INC | $29.1M |
FROGJFROG LTD | $25.9M |
CERTCERTARA INC | $24.6M |
1K0IGM BIOSCIENCES INC | $21.9M |
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