HoldingsChannel.com
Alkeon Capital Management LLC Top Holdings
As of  03/31/2022, below is a summary of the Alkeon Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Alkeon Capital Management LLC. In the Alkeon Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Alkeon Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Alkeon Capital Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
AMAZON COM INC      $1,542,660
     AMZN248,216-3,622$809,172
     Call225,000+100,000$733,488
META PLATFORMS INC      $1,395,815
     Call4,000,000+3,300,000$889,440
     FB2,277,274-354,444$506,375
ALPHABET INC      $1,374,919
     GOOGL294,335-44,552$818,649
     Call200,000-12,000$556,270
QUALCOMM INC      $1,008,838
     QCOM4,101,480-1,203,520$626,788
     Call2,500,000+500,000$382,050
SYNOPSYS INC 2,389,765 -242,694 $796,437
     SNPS2,389,765-242,694$796,437
CADENCE DESIGN SYSTEM INC 4,200,473 -105,000 $690,809
     CDNS4,200,473-105,000$690,809
TESLA INC      $646,560
     Call600,000+600,000$646,560
MICROSOFT CORP 2,095,438 -600,583 $646,044
     MSFT2,095,438-600,583$646,044
SONY GROUP CORPORATION 5,700,900 +5,645,900 $597,800
     SONY5,700,900+5,645,900$597,800
KLA CORP 1,621,371 -67,579 $593,519
     KLAC1,621,371-67,579$593,519
TAIWAN SEMICONDUCTOR MFG LTD      $578,867
     TSM4,052,147-28,782$422,477
     Call1,500,000+1,500,000$156,390
RINGCENTRAL INC      $573,464
     RNG3,715,093-50,000$435,446
     Call750,000+250,000$87,908
     NOTE 3 140,000,000UNCH$32,720
     NOTE 3 020,000,000UNCH$17,390
CARLYLE GROUP INC 11,353,685 +2,570,000 $555,309
     CG11,353,685+2,570,000$555,309
MERCADOLIBRE INC 422,245 +21,819 $502,252
     MELI422,245+21,819$502,252
LAM RESEARCH CORP 919,096 +152,553 $494,115
     LRCX919,096+152,553$494,115
VISA INC 2,201,878 +776,415 $488,310
     V2,201,878+776,415$488,310
WORKDAY INC      $478,920
     Call2,000,000+2,000,000$478,920
BOOKING HOLDINGS INC      $469,690
     Call200,000UNCH$469,690
MASTERCARD INCORPORATED 1,278,179 +137,089 $456,796
     MA1,278,179+137,089$456,796
ADOBE SYSTEMS INCORPORATED      $455,620
     Call1,000,000+1,000,000$455,620
NVIDIA CORPORATION      $436,576
     Call1,600,000+800,000$436,576
TERADYNE INC 3,492,406 -250,000 $412,907
     TER3,492,406-250,000$412,907
EXPEDIA GROUP INC 2,108,872 -850,000 $412,643
     EXPE2,108,872-850,000$412,643
ANALOG DEVICES INC 2,435,433 +142,210 $402,285
     ADI2,435,433+142,210$402,285
HILTON WORLDWIDE HLDGS INC      $379,350
     Call2,500,000UNCH$379,350
TJX COS INC NEW 6,098,577 -1,285,809 $369,452
     TJX6,098,577-1,285,809$369,452
EQUINIX INC 466,022 -12,204 $345,611
     EQIX466,022-12,204$345,611
CHIPOTLE MEXICAN GRILL INC 216,890 -70,337 $343,127
     CMG216,890-70,337$343,127
JD.COM INC      $340,791
     JD3,888,912-1,219,358$225,051
     Call2,000,000+2,000,000$115,740
TRANSDIGM GROUP INC 507,720 -108,000 $330,800
     TDG507,720-108,000$330,800
ALIBABA GROUP HLDG LTD      $326,318
     BABA2,249,242-2,300,712$244,718
     Call750,000-625,000$81,600
AMERICAN TOWER CORP NEW 1,279,043 -32,050 $321,321
     AMT1,279,043-32,050$321,321
INTERCONTINENTAL EXCHANGE IN (ICE) 2,419,637 -928,750 $319,683
     ICE2,419,637-928,750$319,683
UBER TECHNOLOGIES INC 8,274,677 -211,628 $295,241
     UBER8,274,677-211,628$295,241
ATLASSIAN CORP PLC      $290,229
     TEAM682,948-492,813$200,670
     Call304,800-650,000$89,559
S&P GLOBAL INC 698,801 -17,718 $286,634
     SPGI698,801-17,718$286,634
AMERICAN EXPRESS CO 1,512,619 +1,512,619 $282,860
     AXP1,512,619+1,512,619$282,860
SS&C TECHNOLOGIES HLDGS INC 3,769,880 -1,615,592 $282,817
     SSNC3,769,880-1,615,592$282,817
UIPATH INC 13,051,814 +347,000 $281,789
     PATH13,051,814+347,000$281,789
NETEASE INC 2,763,820 +33,725 $247,887
     NTES2,763,820+33,725$247,887
RAYTHEON TECHNOLOGIES CORP 2,420,849 -419,307 $239,834
     RTX2,420,849-419,307$239,834
SHOPIFY INC      $239,756
     SHOP349,101-8,704$235,978
     NOTE 04,000,000-7,000,000$3,778
BLOCK INC      $230,520
     Call1,700,000+700,000$230,520
FIVE9 INC      $227,804
     FIVN2,014,370-994,777$222,386
     NOTE 05,000,000-5,000,000$5,418
DOCUSIGN INC      $220,731
     Call2,000,000+2,000,000$214,240
     NOTE 1 16,942,000+6,942,000$6,491
LOWES COS INC 1,083,468 +373,409 $219,066
     LOW1,083,468+373,409$219,066
LYFT INC 5,668,968 +723,735 $217,688
     LYFT5,668,968+723,735$217,688
ALTERYX INC      $211,546
     AYX2,780,326+964,560$198,876
     NOTE 010,000,000UNCH$9,290
     NOTE 02,000,000UNCH$3,380
SALESFORCE COM INC      $208,074
     Call980,000+980,000$208,074
BURLINGTON STORES INC 1,098,131 -116,640 $200,046
     BURL1,098,131-116,640$200,046

See Full List: All Stocks Held By Alkeon Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Alkeon Capital Management LLC

Size ($ in 1000's)
At 03/31/2022: $49,909,374
At 12/31/2021: $53,990,112

Combined Holding Report Includes:
ALKEON CAPITAL MANAGEMENT LLC
OPPENHEIMER ASSET MANAGEMENT INC.

Alkeon Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alkeon Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Alkeon Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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