ALKEON CAPITAL MANAGEMENT LLC Hedge Fund

Location: New York, NY

CIK: 0001230239 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value: $59.25B (100.0% shares, 0.0% debt)

Holdings (176)

QQQ INVESCO QQQ TR 25.8%
Value $15.3B Shares 42,750,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 15.6%
Value $9.227B Shares 21,500,000 Est. Cost Unrealized
META FACEBOOK INC 1.7%
Value $1.029B Shares 3,031,718 Est. Cost $171.67 Unrealized +108.3%
SNPS SYNOPSYS INC 1.7%
Value $1.003B Shares 3,351,459 Est. Cost $114.90 Unrealized +164.2%
GOOGL ALPHABET INC 1.5%
Value $906M Shares 338,887 Est. Cost $53.94 Unrealized +150.4%
MSFT MICROSOFT CORP 1.5%
Value $873M Shares 3,096,021 Est. Cost $120.32 Unrealized +133.3%
AMZN AMAZON COM INC 1.4%
Value $827M Shares 251,838 Est. Cost $71.16 Unrealized +142.4%
CDNS CADENCE DESIGN SYSTEM INC 1.3%
Value $793M Shares 5,235,473 Est. Cost $34.27 Unrealized +344.6%
RNG RINGCENTRAL INC 1.3%
Value $784M Shares 3,602,593 Est. Cost $160.71 Unrealized +57.8%
MELI MERCADOLIBRE INC 1.3%
Value $748M Shares 445,136 Est. Cost $905.14 Unrealized +91.4%
PATH UIPATH INC 1.1%
Value $661M Shares 12,554,814 Est. Cost $61.25 Unrealized -1.2%
BKNG BOOKING HOLDINGS INC 1.1%
Value $653M Shares 275,000 Est. Cost Unrealized
SHOP SHOPIFY INC 1.0%
Value $610M Shares 450,000 Est. Cost $44.23 Unrealized +238.8%
CMG CHIPOTLE MEXICAN GRILL INC 1.0%
Value $595M Shares 327,227 Est. Cost $14.12 Unrealized +157.7%
KLAC KLA CORP 0.9%
Value $552M Shares 1,648,950 Est. Cost $168.93 Unrealized +88.7%
TWLO TWILIO INC 0.9%
Value $511M Shares 1,602,272 Est. Cost $216.70 Unrealized +68.0%
XYZ SQUARE INC 0.9%
Value $504M Shares 2,100,000 Est. Cost $256.87 Unrealized 0.0%
AVALARA INC 0.8%
Value $501M Shares 2,864,815 Est. Cost $79.84 Unrealized
SHOP SHOPIFY INC 0.8%
Value $491M Shares 361,805 Est. Cost $44.23 Unrealized +238.8%
FIVN FIVE9 INC 0.8%
Value $481M Shares 3,009,147 Est. Cost $59.93 Unrealized +204.5%
ATLASSIAN CORP PLC 0.8%
Value $460M Shares 1,175,761 Est. Cost $272.47 Unrealized
GOOGL ALPHABET INC 0.8%
Value $460M Shares 172,000 Est. Cost $53.94 Unrealized +150.4%
TJX TJX COS INC NEW 0.7%
Value $434M Shares 6,584,386 Est. Cost $50.63 Unrealized +29.3%
TER TERADYNE INC 0.7%
Value $434M Shares 3,972,406 Est. Cost $53.20 Unrealized +124.2%
EXPE EXPEDIA GROUP INC 0.7%
Value $419M Shares 2,558,872 Est. Cost $154.40 Unrealized -0.7%
SE SEA LTD 0.7%
Value $395M Shares 1,239,592 Est. Cost $24.48 Unrealized
TDG TRANSDIGM GROUP INC 0.6%
Value $385M Shares 615,720 Est. Cost $371.15 Unrealized +39.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value $384M Shares 3,348,387 Est. Cost $55.61 Unrealized +101.4%
ADI ANALOG DEVICES INC 0.6%
Value $384M Shares 2,293,223 Est. Cost $73.56 Unrealized +111.1%
DASH DOORDASH INC 0.6%
Value $381M Shares 1,851,302 Est. Cost $156.11 Unrealized +22.5%
EQIX EQUINIX INC 0.6%
Value $378M Shares 478,226 Est. Cost $379.52 Unrealized +100.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.6%
Value $374M Shares 5,385,472 Est. Cost $50.12 Unrealized +47.9%
ATLASSIAN CORP PLC 0.6%
Value $374M Shares 954,800 Est. Cost $272.47 Unrealized
IT GARTNER INC 0.6%
Value $372M Shares 1,222,759 Est. Cost $289.93 Unrealized 0.0%
CG CARLYLE GROUP INC 0.6%
Value $363M Shares 7,682,985 Est. Cost $27.65 Unrealized +49.4%
COUPA SOFTWARE INC 0.6%
Value $359M Shares 1,639,135 Est. Cost $103.98 Unrealized
ACTIVISION BLIZZARD INC 0.6%
Value $359M Shares 4,640,450 Est. Cost $63.51 Unrealized
META FACEBOOK INC 0.6%
Value $356M Shares 1,050,000 Est. Cost $171.67 Unrealized +108.3%
PYPL PAYPAL HLDGS INC 0.6%
Value $350M Shares 1,346,284 Est. Cost $234.33 Unrealized +20.8%
AMT AMERICAN TOWER CORP NEW 0.6%
Value $348M Shares 1,311,093 Est. Cost $137.61 Unrealized +80.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value $341M Shares 3,055,929 Est. Cost $78.14 Unrealized
GPN GLOBAL PMTS INC 0.6%
Value $334M Shares 2,118,558 Est. Cost $136.57 Unrealized +22.1%
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value $330M Shares 2,500,000 Est. Cost Unrealized
CSGP COSTAR GROUP INC 0.6%
Value $330M Shares 3,830,449 Est. Cost $85.44 Unrealized +1.2%
AAPL APPLE INC 0.6%
Value $329M Shares 2,326,510 Est. Cost $95.35 Unrealized +50.9%
UBER UBER TECHNOLOGIES INC 0.6%
Value $326M Shares 7,286,305 Est. Cost $52.08 Unrealized -16.1%
LAM RESEARCH CORP 0.5%
Value $325M Shares 571,543 Est. Cost $168.49 Unrealized
NFLX NETFLIX INC 0.5%
Value $311M Shares 508,845 Est. Cost $53.27 Unrealized +3.3%
JD JD.COM INC 0.5%
Value $297M Shares 4,108,270 Est. Cost $37.98 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value $283M Shares 666,519 Est. Cost $318.42 Unrealized +31.2%
PTON PELOTON INTERACTIVE INC 0.5%
Value $283M Shares 3,247,076 Est. Cost $110.54 Unrealized 0.0%
YUM YUM BRANDS INC 0.5%
Value $283M Shares 2,309,880 Est. Cost $81.28 Unrealized +43.7%
BURL BURLINGTON STORES INC 0.5%
Value $271M Shares 954,771 Est. Cost $276.74 Unrealized +15.5%
MA MASTERCARD INCORPORATED 0.4%
Value $258M Shares 741,090 Est. Cost $75.33 Unrealized +370.9%
DOCU DOCUSIGN INC 0.4%
Value $257M Shares 1,000,000 Est. Cost $288.12 Unrealized 0.0%
LYFT LYFT INC 0.4%
Value $253M Shares 4,726,377 Est. Cost $55.82 Unrealized -5.0%
V VISA INC 0.4%
Value $251M Shares 1,125,463 Est. Cost $60.87 Unrealized +272.9%
PTC PTC INC 0.4%
Value $247M Shares 2,061,360 Est. Cost $93.40 Unrealized +42.8%
DIS DISNEY WALT CO 0.4%
Value $246M Shares 1,455,900 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value $243M Shares 928,100 Est. Cost $237.12 Unrealized +42.2%
TRU TRANSUNION 0.4%
Value $232M Shares 2,067,117 Est. Cost $86.80 Unrealized +32.3%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value $229M Shares 669,454 Est. Cost $275.02 Unrealized +28.7%
ANAPLAN INC 0.4%
Value $228M Shares 3,750,927 Est. Cost $56.42 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value $227M Shares 2,640,156 Est. Cost $60.38 Unrealized +28.2%
SMARTSHEET INC 0.4%
Value $227M Shares 3,293,878 Est. Cost $46.19 Unrealized
SNAP SNAP INC 0.4%
Value $222M Shares 3,000,000 Est. Cost Unrealized
ACCELERON PHARMA INC 0.4%
Value $214M Shares 1,245,412 Est. Cost $80.13 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL IN 0.4%
Value $208M Shares 2,308,130 Est. Cost $78.30 Unrealized +15.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value $206M Shares 736,936 Est. Cost $235.41 Unrealized +19.5%
JD JD.COM INC 0.3%
Value $202M Shares 2,800,000 Est. Cost $37.98 Unrealized
TCOM TRIP COM GROUP LTD 0.3%
Value $200M Shares 6,496,580 Est. Cost $33.86 Unrealized
DT DYNATRACE INC 0.3%
Value $200M Shares 2,813,613 Est. Cost $48.71 Unrealized +34.6%
QUALTRICS INTL INC 0.3%
Value $195M Shares 4,553,725 Est. Cost $34.72 Unrealized
ADSK AUTODESK INC 0.3%
Value $173M Shares 605,198 Est. Cost $156.46 Unrealized +95.6%
XP XP INC 0.3%
Value $171M Shares 4,257,431 Est. Cost $32.48 Unrealized +37.5%
ROST ROSS STORES INC 0.3%
Value $171M Shares 1,568,664 Est. Cost $99.15 Unrealized +14.9%
CFLT CONFLUENT INC 0.3%
Value $168M Shares 2,817,421 Est. Cost $51.33 Unrealized +1.2%
VMC VULCAN MATLS CO 0.3%
Value $167M Shares 984,740 Est. Cost $119.25 Unrealized +45.0%
PCTY PAYLOCITY HLDG CORP 0.3%
Value $163M Shares 581,975 Est. Cost $122.43 Unrealized +96.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $158M Shares 1,540,000 Est. Cost Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.3%
Value $158M Shares 2,588,390 Est. Cost $46.14 Unrealized +29.6%
CTAS CINTAS CORP 0.3%
Value $153M Shares 402,602 Est. Cost $43.00 Unrealized +118.5%
ESTC ELASTIC N V 0.3%
Value $152M Shares 1,022,939 Est. Cost $125.58 Unrealized +22.5%
YMM FULL TRUCK ALLIANCE CO LTD 0.2%
Value $147M Shares 9,566,612 Est. Cost $18.77 Unrealized
ALTERYX INC 0.2%
Value $146M Shares 1,995,326 Est. Cost $96.11 Unrealized
BEKE KE HLDGS INC 0.2%
Value $144M Shares 7,897,217 Est. Cost $18.26 Unrealized
TGTX TG THERAPEUTICS INC 0.2%
Value $135M Shares 4,068,301 Est. Cost $20.05 Unrealized +54.3%
AAL AMERICAN AIRLS GROUP INC 0.2%
Value $133M Shares 6,500,000 Est. Cost Unrealized
BLUEPRINT MEDICINES CORP 0.2%
Value $131M Shares 1,272,500 Est. Cost $76.84 Unrealized
LOW LOWES COS INC 0.2%
Value $124M Shares 610,059 Est. Cost $103.31 Unrealized +77.7%
EFX EQUIFAX INC 0.2%
Value $122M Shares 479,730 Est. Cost $251.84 Unrealized 0.0%
CERT CERTARA INC 0.2%
Value $121M Shares 3,668,332 Est. Cost $36.48 Unrealized -17.3%
GIS GENERAL MLS INC 0.2%
Value $120M Shares 2,000,000 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $114M Shares 767,454 Est. Cost $180.08 Unrealized
XYZ SQUARE INC 0.2%
Value $113M Shares 470,000 Est. Cost $256.87 Unrealized 0.0%
AVAYA HLDGS CORP 0.2%
Value $111M Shares 5,591,841 Est. Cost $25.52 Unrealized
RNG RINGCENTRAL INC 0.2%
Value $109M Shares 500,000 Est. Cost $160.71 Unrealized +57.8%
DG DOLLAR GEN CORP NEW 0.2%
Value $106M Shares 498,787 Est. Cost $158.88 Unrealized +32.4%
ANSYS INC 0.2%
Value $105M Shares 308,041 Est. Cost $244.28 Unrealized
ARENA PHARMACEUTICALS INC 0.2%
Value $104M Shares 1,741,531 Est. Cost $53.92 Unrealized
NTES NETEASE INC 0.2%
Value $103M Shares 1,205,095 Est. Cost $89.88 Unrealized
Z ZILLOW GROUP INC 0.2%
Value $96.73M Shares 1,097,509 Est. Cost $114.25 Unrealized -11.5%
CEREVEL THERAPEUTICS HLDNG I 0.2%
Value $92.23M Shares 3,126,435 Est. Cost $21.16 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value $87.39M Shares 978,186 Est. Cost $91.44 Unrealized +3.1%
CERIDIAN HCM HLDG INC 0.1%
Value $80.98M Shares 719,053 Est. Cost $52.89 Unrealized +98.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value $73.74M Shares 390,551 Est. Cost $104.62 Unrealized +79.3%
DLO DLOCAL LTD 0.1%
Value $73.03M Shares 1,338,514 Est. Cost $40.66 Unrealized +30.8%
IGM BIOSCIENCES INC 0.1%
Value $62.39M Shares 948,797 Est. Cost $67.16 Unrealized
BILI BILIBILI INC 0.1%
Value $60.76M Shares 918,225 Est. Cost $48.05 Unrealized
AKERO THERAPEUTICS INC 0.1%
Value $55.42M Shares 2,479,671 Est. Cost $26.90 Unrealized
HPQ HP INC 0.1%
Value $54.72M Shares 2,000,000 Est. Cost Unrealized
LYFT LYFT INC 0.1%
Value $53.59M Shares 1,000,000 Est. Cost $55.82 Unrealized -5.0%
OKTA OKTA INC 0.1%
Value $53.51M Shares 225,437 Est. Cost $49.44 Unrealized +402.2%
ASPEN TECHNOLOGY INC 0.1%
Value $53.26M Shares 433,748 Est. Cost $91.05 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value $53.13M Shares 338,416 Est. Cost $145.91 Unrealized +2.0%
FROG JFROG LTD 0.1%
Value $52.01M Shares 1,552,508 Est. Cost $69.70 Unrealized -42.4%
CCL CARNIVAL CORP 0.1%
Value $50.44M Shares 2,016,800 Est. Cost Unrealized
NEW ORIENTAL ED & TECHNOLOGY 0.1%
Value $49.08M Shares 23,942,745 Est. Cost $17.48 Unrealized
ALTAIR ENGR INC 0.1%
Value $46.67M Shares 677,004 Est. Cost $34.69 Unrealized
MQ MARQETA INC 0.1%
Value $45.31M Shares 2,048,280 Est. Cost $28.25 Unrealized -5.3%
PMVP PMV PHARMACEUTICALS INC 0.1%
Value $42.3M Shares 1,419,553 Est. Cost $36.91 Unrealized -13.5%
TURNING POINT THERAPEUTICS I 0.1%
Value $41.59M Shares 626,046 Est. Cost $61.60 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value $40.79M Shares 156,000 Est. Cost $237.12 Unrealized +42.2%
DOCU DOCUSIGN INC 0.1%
Value $38.44M Shares 149,321 Est. Cost $288.12 Unrealized 0.0%
RINGCENTRAL INC 0.1%
Value $37.42M Shares 40,000,000 Est. Cost $0.94 Unrealized
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value $29.76M Shares 1,246,625 Est. Cost $24.45 Unrealized 0.0%
KROS KEROS THERAPEUTICS INC 0.0%
Value $27.75M Shares 701,433 Est. Cost $59.38 Unrealized -40.1%
ALLOVIR INC 0.0%
Value $27.4M Shares 1,093,520 Est. Cost $27.50 Unrealized
HUBSPOT INC 0.0%
Value $24.2M Shares 10,000,000 Est. Cost $2.12 Unrealized
MORPHIC HLDG INC 0.0%
Value $22.17M Shares 391,452 Est. Cost $49.45 Unrealized
NOW SERVICENOW INC 0.0%
Value $22.01M Shares 35,371 Est. Cost $78.43 Unrealized +54.4%
RNAM AVIDITY BIOSCIENCES INC 0.0%
Value $21.46M Shares 871,426 Est. Cost $28.84 Unrealized -24.6%
ORIC ORIC PHARMACEUTICALS INC 0.0%
Value $20.85M Shares 996,989 Est. Cost $27.50 Unrealized -26.3%
RINGCENTRAL INC 0.0%
Value $19.71M Shares 20,000,000 Est. Cost $1.10 Unrealized
SDGR SCHRODINGER INC 0.0%
Value $19.09M Shares 349,206 Est. Cost $72.49 Unrealized -11.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $17.86M Shares 115,916 Est. Cost $153.15 Unrealized +5.8%
SEMA4 HOLDINGS CORP 0.0%
Value $17.52M Shares 2,308,500 Est. Cost $7.59 Unrealized
MERSANA THERAPEUTICS INC 0.0%
Value $16.97M Shares 1,799,838 Est. Cost $19.75 Unrealized
FDMT 4D MOLECULAR THERAPEUTICS IN 0.0%
Value $16.24M Shares 602,225 Est. Cost $37.40 Unrealized -23.8%
DLB DOLBY LABORATORIES INC 0.0%
Value $15.4M Shares 175,000 Est. Cost $78.43 Unrealized +15.2%
SEA LTD 0.0%
Value $14.2M Shares 4,000,000 Est. Cost $3.08 Unrealized
OKTA INC 0.0%
Value $14.12M Shares 10,000,000 Est. Cost $1.73 Unrealized
DECIPHERA PHARMACEUTICALS IN 0.0%
Value $13.49M Shares 396,977 Est. Cost $38.30 Unrealized
FIVE9 INC 0.0%
Value $13.48M Shares 10,000,000 Est. Cost $1.35 Unrealized
SHOPIFY INC 0.0%
Value $13.46M Shares 11,000,000 Est. Cost $1.17 Unrealized
AIRSPAN NETWORKS HOLDINGS IN 0.0%
Value $13.36M Shares 2,000,000 Est. Cost $6.68 Unrealized
STEM INC 0.0%
Value $13.14M Shares 550,000 Est. Cost $36.01 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $12.62M Shares 548,455 Est. Cost $29.60 Unrealized -4.2%
COUPA SOFTWARE INC 0.0%
Value $12.56M Shares 11,636,000 Est. Cost $1.15 Unrealized
KARYOPHARM THERAPEUTICS INC 0.0%
Value $11.42M Shares 1,961,588 Est. Cost $18.33 Unrealized
BILIBILI INC 0.0%
Value $10.76M Shares 6,000,000 Est. Cost $3.02 Unrealized
APPLIED THERAPEUTICS INC 0.0%
Value $10.62M Shares 639,458 Est. Cost $19.38 Unrealized
VTEX VTEX 0.0%
Value $10.26M Shares 498,621 Est. Cost $24.96 Unrealized 0.0%
XMTR XOMETRY INC 0.0%
Value $10.09M Shares 175,000 Est. Cost $83.25 Unrealized -16.8%
YATSEN HLDG LTD 0.0%
Value $10.06M Shares 2,639,692 Est. Cost $11.81 Unrealized
OKTA INC 0.0%
Value $9.78M Shares 2,000,000 Est. Cost $4.54 Unrealized
ALTERYX INC 0.0%
Value $9.483M Shares 10,000,000 Est. Cost $1.19 Unrealized
RSKD RISKIFIED LTD 0.0%
Value $9.087M Shares 398,385 Est. Cost $28.06 Unrealized 0.0%
COUPA SOFTWARE INC 0.0%
Value $8.543M Shares 1,750,000 Est. Cost $5.67 Unrealized
DDOG DATADOG INC 0.0%
Value $8.328M Shares 58,915 Est. Cost $47.53 Unrealized +165.7%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $8.23M Shares 89,000 Est. Cost $77.03 Unrealized 0.0%
SQUARE INC 0.0%
Value $8.109M Shares 4,000,000 Est. Cost $2.06 Unrealized
FIVE9 INC 0.0%
Value $7.712M Shares 2,000,000 Est. Cost $1.39 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $7.373M Shares 30,000 Est. Cost $155.87 Unrealized +65.6%
ZG ZILLOW GROUP INC 0.0%
Value $7.086M Shares 80,000 Est. Cost $154.31 Unrealized -33.9%
MONGODB INC 0.0%
Value $6.909M Shares 1,000,000 Est. Cost $1.88 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value $6.082M Shares 55,000 Est. Cost $106.02 Unrealized
MREO MEREO BIOPHARMA GROUP PLC 0.0%
Value $4.684M Shares 1,935,600 Est. Cost $3.58 Unrealized
COUPA SOFTWARE INC 0.0%
Value $4.533M Shares 3,000,000 Est. Cost $2.38 Unrealized
NEOLEUKIN THERAPEUTICS INC 0.0%
Value $3.615M Shares 500,000 Est. Cost $13.39 Unrealized
ALTERYX INC 0.0%
Value $3.511M Shares 2,000,000 Est. Cost $1.96 Unrealized
U UNITY SOFTWARE INC 0.0%
Value $3.409M Shares 27,000 Est. Cost $84.34 Unrealized +40.4%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value $2.621M Shares 100,000 Est. Cost $30.56 Unrealized -12.4%
ALEC ALECTOR INC 0.0%
Value $1.369M Shares 60,000 Est. Cost $27.60 Unrealized +1.5%
COST COSTCO WHSL CORP NEW 0.0%
Value $1.223M Shares 2,722 Est. Cost $96.55 Unrealized +333.2%
SNOW SNOWFLAKE INC 0.0%
Value $1.018M Shares 3,366 Est. Cost $238.10 Unrealized +19.4%