Alkeon Capital Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $47.1 Billion distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $1.54B, Amazon Com Inc with a value of $1.43B, Taiwan Semiconductor Manufacturing CO LTD with a value of $1.02B, Alphabet Inc. with a value of $808M, and Kla Corp with a value of $683M.
Examining the 13F form we can see an decrease of $1.29B in the current position value, from $48.3B to 47.1B.
Alkeon Capital Management LLC is based out at New York, NY
Below you can find more details about Alkeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$47.1 Billion
ETFs: $22.9 Billion
Technology: $9.31 Billion
Consumer Cyclical: $6.58 Billion
Communication Services: $3.34 Billion
Financial Services: $1.58 Billion
Industrials: $1.13 Billion
Basic Materials: $788 Million
Utilities: $515 Million
Other: $968 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
