ALKEON CAPITAL MANAGEMENT LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$26.8M
Holdings
128
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
COSTCOSTCO WHSL CORP NEW | $800K |
AAPLAPPLE INC | $617K |
AMZNAMAZON COM INC | $541K |
METAFACEBOOK INC | $459K |
MLB1MERCADOLIBRE INC | $429K |
GOOGLALPHABET INC | $405K |
PGPROCTER & GAMBLE CO | $373K |
CDNSCADENCE DESIGN SYSTEM INC | $357K |
SNPSSYNOPSYS INC | $353K |
RNGRINGCENTRAL INC | $335K |
SHOPSHOPIFY INC | $277K |
ICEINTERCONTINENTAL EXCHANGE IN | $271K |
TTDTHE TRADE DESK INC | $260K |
NFLXNETFLIX INC | $259K |
AZPNUSDASPEN TECHNOLOGY INC | $246K |
LOWLOWES COS INC | $239K |
GPNGLOBAL PMTS INC | $235K |
SESEA LTD | $230K |
MSFTMICROSOFT CORP | $230K |
BABOEING CO | $228K |
MAMASTERCARD INC | $223K |
T7DTRANSDIGM GROUP INC | $222K |
EQIXEQUINIX INC | $222K |
VVISA INC | $213K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $213K |
ADIANALOG DEVICES INC | $202K |
BABAALIBABA GROUP HLDG LTD | $189K |
ATVIEURACTIVISION BLIZZARD INC | $188K |
LRCXEURLAM RESEARCH CORP | $187K |
AMTAMERICAN TOWER CORP NEW | $186K |
COUPEURCOUPA SOFTWARE INC | $179K |
ILMNILLUMINA INC | $166K |
KOCOCA COLA CO | $166K |
OKTAOKTA INC | $161K |
KLACKLA CORPORATION | $160K |
PSAPUBLIC STORAGE | $160K |
TERTERADYNE INC | $158K |
LKNCYLUCKIN COFFEE INC | $158K |
UTXZUNITED TECHNOLOGIES CORP | $150K |
CMGCHIPOTLE MEXICAN GRILL INC | $149K |
KKRKKR & CO INC | $147K |
AVLRUSDAVALARA INC | $147K |
AMGNAMGEN INC | $145K |
XLNXEURXILINX INC | $143K |
PLANUSDANAPLAN INC | $140K |
NOCNORTHROP GRUMMAN CORP | $139K |
KMBKIMBERLY CLARK CORP | $137K |
JDJD COM INC | $134K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $134K |
AYXEURALTERYX INC | $130K |
SMARGBPSMARTSHEET INC | $130K |
FIVNFIVE9 INC | $129K |
VMCVULCAN MATLS CO | $128K |
EDUNEW ORIENTAL ED & TECH GRP I | $127K |
XYZSQUARE INC | $125K |
CGCARLYLE GROUP L P | $119K |
MLMMARTIN MARIETTA MATLS INC | $119K |
NVDANVIDIA CORP | $118K |
AKXANSYS INC | $118K |
FISFIDELITY NATL INFORMATION SV | $108K |
PEPPEPSICO INC | $102K |
RTN1USDRAYTHEON CO | $101K |
ADSKAUTODESK INC | $94K |
FFORD MTR CO DEL | $93K |
AMATAPPLIED MATLS INC | $87K |
PCTYPAYLOCITY HLDG CORP | $84K |
SHWSHERWIN WILLIAMS CO | $83K |
DAYCERIDIAN HCM HLDG INC | $83K |
GISGENERAL MLS INC | $80K |
QSRRESTAURANT BRANDS INTL INC | $77K |
CITCINTAS CORP | $74K |
CMECME GROUP INC | $73K |
YUMYUM BRANDS INC | $71K |
TWTRADEWEB MKTS INC | $66K |
NXPINXP SEMICONDUCTORS N V | $64K |
—IMMUNOMEDICS INC | $61K |
TRUTRANSUNION | $60K |
RAREULTRAGENYX PHARMACEUTICAL IN | $59K |
GEGENERAL ELECTRIC CO | $56K |
EAELECTRONIC ARTS INC | $54K |
PSNPARSONS CORPORATION | $51K |
ALNYALNYLAM PHARMACEUTICALS INC | $50K |
LYFTLYFT INC | $47K |
SPGIS&P GLOBAL INC | $44K |
CGCCANOPY GROWTH CORP | $42K |
BYNDBEYOND MEAT INC | $38K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $36K |
WBWEIBO CORP | $35K |
BILIBILIBILI INC | $34K |
ALTREURALTAIR ENGR INC | $32K |
XLRNACCELERON PHARMA INC | $31K |
ESTCELASTIC N V | $28K |
2L9BLUEPRINT MEDICINES CORP | $27K |
1T7TRICIDA INC | $27K |
DCPHEURDECIPHERA PHARMACEUTICALS IN | $26K |
JOYYJOYY INC | $24K |
AGIOAGIOS PHARMACEUTICALS INC | $23K |
—TURNING POINT THERAPEUTICS I | $22K |
XPXP INC | $15K |
UNFUNIFIRST CORP MASS | $12K |
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