Alkeon Capital Management LLC Sells in Q1 2025

Alkeon Capital Management LLC

  • $47.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
-297K
- 97.86%
$662.63 - $776.99 $196M - $230M
6.5K $4.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-17
- -0.0%
$165.25 - $224.62 $2.81K - $3.82K
6.15M $1.02B
GOOGL
Alphabet Inc.

Communication Services
-1.63K
- 0.03%
$154.33 - $206.19 $251K - $336K
5.22M $808M
VST
Vistra Corp.

Utilities
-1.19M
- 76.96%
$108.49 - $191.89 $129M - $228M
356K $41.9M
META
Meta Platforms, Inc.

Communication Services
-201K
- 6.98%
$576.36 - $736.67 $116M - $148M
2.67M $1.54B
CEG
Constellation Energy Corp

Utilities
-376K
- 29.69%
$201.63 - $347.44 $75.9M - $131M
891K $180M
EQIX
Equinix Inc

Real Estate
-50.2K
- 12.27%
$803.0 - $959.97 $40.3M - $48.2M
359K $293M
MSFT
Microsoft Corp

Technology
-1.78K
- 0.1%
$375.39 - $447.2 $667K - $795K
1.73M $648M
CDNS
Cadence Design Systems Inc

Technology
-730
- 0.04%
$233.96 - $324.52 $171K - $237K
1.62M $413M
TER
Teradyne, Inc

Technology
-61.1K
- 3.96%
$82.6 - $140.0 $5.05M - $8.55M
1.48M $122M
PWR
Quanta Services, Inc.

Industrials
-302
- 0.04%
$236.71 - $358.03 $71.5K - $108K
701K $178M
SNPS
Synopsys Inc

Technology
-359
- 0.05%
$428.58 - $551.54 $154K - $198K
668K $287M
CG
Carlyle Group Inc.

Financial Services
-3.14K
- 0.06%
$40.03 - $56.96 $126K - $179K
5.24M $228M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-214K
- 16.42%
$45.78 - $63.77 $9.8M - $13.7M
1.09M $52.1M
MLM
Martin Marietta Materials Inc

Basic Materials
-847
- 0.11%
$460.39 - $552.64 $390K - $468K
770K $368M
ADI
Analog Devices Inc

Technology
-1.4K
- 0.06%
$201.56 - $243.82 $283K - $342K
2.31M $467M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-350K
- 29.97%
$48.56 - $61.02 $17M - $21.4M
818K $43.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
-498
- 0.07%
$123.3 - $154.95 $61.4K - $77.2K
713K $91.1M
NVDA
Nvidia Corp

Technology
-3.51K
- 0.61%
$106.98 - $149.43 $376K - $525K
571K $61.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-961
- 0.1%
$47.79 - $59.89 $45.9K - $57.6K
1M $50.2M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-987
- 0.06%
$36.21 - $45.78 $35.7K - $45.2K
1.69M $61M
KROS
Keros Therapeutics, Inc.

Healthcare
-250K
- 22.75%
$10.15 - $16.1 $2.54M - $4.03M
851K $8.67M
BEKE
Ke Holdings Inc.

Real Estate
-753K
- 14.99%
$16.38 - $25.09 $12.3M - $18.9M
4.27M $85.8M
PMVP
Pmv Pharmaceuticals, Inc.

Healthcare
-1.36K
- 0.06%
$1.09 - $1.57 $1.48K - $2.13K
2.34M $2.55M
Ringcentral Inc
-10M
- 33.33%
N/A
20M $0
SHW
Sherwin Williams CO

Basic Materials
-235
- 0.08%
$330.16 - $365.55 $77.6K - $85.9K
307K $107M
CTAS
Cintas Corp

Industrials
-177
- 0.07%
$182.09 - $208.14 $32.2K - $36.8K
237K $48.6M
YUM
Yum Brands Inc

Consumer Cyclical
-348
- 0.07%
$123.25 - $162.53 $42.9K - $56.6K
466K $73.3M
AKRO
Akero Therapeutics, Inc.

Healthcare
-210K
- 11.94%
$21.87 - $57.56 $4.6M - $12.1M
1.55M $62.8M
AMT
American Tower Corp

Real Estate
-329
- 0.08%
$173.46 - $217.6 $57.1K - $71.6K
428K $93.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
-1.34K
- 0.07%
$74.75 - $89.13 $99.9K - $119K
1.96M $164M
MA
Mastercard Inc

Financial Services
-414
- 0.05%
$504.67 - $576.31 $209K - $239K
778K $427M
YMM
Full Truck Alliance Co. Ltd.

Technology
-13K
- 0.09%
$10.41 - $13.69 $136K - $178K
13.9M $178M
TDG
Trans Digm Group Inc

Industrials
-180
- 0.07%
$1251.32 - $1394.11 $225K - $251K
246K $340M
ICE
Intercontinental Exchange, Inc.

Financial Services
-747
- 0.04%
$142.8 - $176.36 $107K - $132K
1.8M $311M
UBER
Uber Technologies, Inc

Technology
-1.88K
- 0.05%
$63.17 - $81.49 $119K - $153K
3.46M $252M
KLAC
Kla Corp

Technology
-470
- 0.05%
$636.62 - $777.63 $299K - $365K
1.01M $683M
V
Visa Inc.

Financial Services
-834
- 0.06%
$306.92 - $362.71 $256K - $303K
1.47M $515M
Activity Summary
Buys All Purchases 26 New Holdings 10 Increased Positions 16 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 14 Puts 2
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