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ALKEON CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ALKEON CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001230239
持仓数
102
前50大市值合计
$55.09B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 10
增持 43
减持 44
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$4.19B
10,600,000
-51%
建仓
QCOM
QUALCOMM INC
+$1.34B
7,305,000
增持
BABA
ALIBABA GROUP HLDG LTD
+$590.2M
5,924,954
+672%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
QQQ
INVESCO QQQ TR
-$485.8M
37,242,700
-13%
增持
AMZN
AMAZON COM INC
+$429.2M
376,838
+50%
减持
SQ
BLOCK INC
-$379.0M
1,470,000
-43%
清仓
NFLX
NETFLIX INC
-$310.6M
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$296.6M
3,154,100
+191%
清仓
DOCU
DOCUSIGN INC
-$295.9M
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$289.6M
1,045,450
-77%
减持
SHOP
SHOPIFY INC
-$280.7M
595,305
-27%
减持
TWLO
TWILIO INC
-$277.6M
887,272
-45%
减持
META
META PLATFORMS INC
-$264.7M
3,331,718
-18%
建仓
NVDA
NVIDIA CORPORATION
+$235.3M
800,000
减持
GPN
GLOBAL PMTS INC
-$230.2M
766,516
-64%
增持
GOOGL
ALPHABET INC
+$230.1M
550,887
+8%
增持
—
LAM RESEARCH CORP
+$226.0M
766,543
+34%
清仓
SNAP
SNAP INC
-$221.6M
0
-100%
清仓
—
ACCELERON PHARMA INC
-$214.3M
0
-100%
增持
AAPL
APPLE INC
+$208.2M
3,026,510
+30%
减持
MELI
MERCADOLIBRE INC
-$207.6M
400,426
-10%
减持
—
COUPA SOFTWARE INC
-$205.3M
974,135
-41%
减持
TER
TERADYNE INC
+$178.3M
3,742,406
-6%
增持
NTES
NETEASE INC
+$175.0M
2,730,095
+127%
增持
KLAC
KLA CORP
+$174.8M
1,688,950
+2%
减持
BKNG
BOOKING HOLDINGS INC
-$173.0M
200,000
-27%
清仓
ADSK
AUTODESK INC
-$172.6M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$171.9M
946,284
-30%
减持
PTON
PELOTON INTERACTIVE INC
-$167.1M
3,231,625
-0%
减持
SE
SEA LTD
-$165.9M
1,024,592
-17%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$158.5M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$152.4M
1,141,090
+54%
减持
CSGP
COSTAR GROUP INC
-$150.2M
2,270,449
-41%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$149.8M
4,080,929
+34%
建仓
BIDU
BAIDU INC
+$148.8M
1,000,000
减持
JD
JD.COM INC
-$141.1M
5,108,270
-26%
减持
TCOM
TRIP COM GROUP LTD
-$139.1M
2,466,038
-62%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$133.4M
0
-100%
增持
TJX
TJX COS INC NEW
+$126.2M
7,384,386
+12%
增持
—
DLOCAL LTD
+$121.4M
5,448,514
+307%
清仓
GIS
GENERAL MLS INC
-$119.6M
0
-100%
增持
CG
CARLYLE GROUP INC
+$119.0M
8,783,685
+14%
增持
EXPE
EXPEDIA GROUP INC
+$115.3M
2,958,872
+16%
建仓
COIN
COINBASE GLOBAL INC
+$113.6M
450,000
增持
PATH
UIPATH INC
-$112.6M
12,704,814
+1%
减持
PTC
PTC INC
-$106.9M
1,155,860
-44%
清仓
—
ARENA PHARMACEUTICALS INC
-$103.7M
0
-100%
减持
TGTX
TG THERAPEUTICS INC
-$99.9M
1,868,301
-54%
减持
MLM
MARTIN MARIETTA MATLS INC
-$96.6M
299,907
-55%
减持
LYFT
LYFT INC
-$95.6M
4,945,233
-14%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$93.8M
6,313,468
-34%
增持
RNG
RINGCENTRAL INC
-$93.2M
4,265,093
+4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$92.6M
287,227
-12%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$90.4M
1,095,000
+1130%
增持
BURL
BURLINGTON STORES INC
+$83.4M
1,214,771
+27%
增持
DASH
DOORDASH INC
-$81.0M
2,017,127
+9%
清仓
—
CERIDIAN HCM HLDG INC
-$81.0M
0
-100%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$73.8M
515,916
+345%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$73.7M
0
-100%
减持
ANSS
ANSYS INC
-$70.2M
86,441
-72%
增持
PCTY
PAYLOCITY HLDG CORP
+$62.3M
954,975
+64%
增持
LOW
LOWES COS INC
+$59.8M
710,059
+16%
建仓
PDD
PINDUODUO INC
+$58.5M
1,003,470
增持
V
VISA INC
+$58.2M
1,425,463
+27%
增持
SPGI
S&P GLOBAL INC
+$55.0M
716,519
+8%
增持
BEKE
KE HLDGS INC
+$54.9M
9,897,217
+25%
清仓
HPQ
HP INC
-$54.7M
0
-100%
建仓
GTLB
GITLAB INC
+$53.2M
611,206
清仓
MTCH
MATCH GROUP INC NEW
-$53.1M
0
-100%
增持
TRU
TRANSUNION
+$50.9M
2,387,117
+15%
清仓
—
CARNIVAL CORP
-$50.4M
0
-100%
减持
DT
DYNATRACE INC
-$48.0M
2,513,613
-11%
清仓
—
TURNING POINT THERAPEUTICS I
-$41.6M
0
-100%
建仓
—
CATALENT INC
+$38.4M
300,000
减持
—
ELASTIC N V
-$37.3M
934,939
-9%
建仓
KWEB
KRANESHARES TR
+$36.5M
1,000,000
减持
—
ALTERYX INC
-$36.0M
1,815,766
-9%
减持
—
IGM BIOSCIENCES INC
-$34.9M
939,035
-1%
减持
MSFT
MICROSOFT CORP
+$33.9M
2,696,021
-13%
增持
EFX
EQUIFAX INC
+$33.5M
529,730
+10%
减持
SNPS
SYNOPSYS INC
-$33.4M
2,632,459
-21%
减持
BILI
BILIBILI INC
-$31.4M
633,450
-31%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$30.3M
1,909,035
-39%
增持
UBER
UBER TECHNOLOGIES INC
+$29.4M
8,486,305
+16%
增持
—
ANAPLAN INC
-$27.5M
4,380,927
+17%
增持
KROS
KEROS THERAPEUTICS INC
+$26.5M
926,433
+32%
增持
—
QUALTRICS INTL INC
-$24.6M
4,803,725
+5%
增持
Z
ZILLOW GROUP INC
+$24.4M
1,897,509
+73%
清仓
—
HUBSPOT INC
-$24.2M
0
-100%
减持
—
ALTAIR ENGR INC
-$23.3M
302,004
-55%
清仓
—
MORPHIC HLDG INC
-$22.2M
0
-100%
减持
VMC
VULCAN MATLS CO
-$19.3M
709,740
-28%
减持
CERT
CERTARA INC
-$19.2M
3,596,867
-2%
减持
—
JFROG LTD
-$18.2M
1,137,998
-27%
减持
—
ALLOVIR INC
-$17.5M
766,020
-30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$17.5M
2,840,156
+8%
清仓
—
MERSANA THERAPEUTICS INC
-$17.0M
0
-100%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$16.2M
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$15.4M
0
-100%
清仓
—
SEA LTD
-$14.2M
0
-100%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$13.5M
0
-100%
清仓
—
AIRSPAN NETWORKS HOLDINGS IN
-$13.4M
0
-100%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$12.6M
0
-100%
增持
—
MARQETA INC
+$11.3M
3,298,280
+61%
减持
—
NEW ORIENTAL ED & TECHNOLOGY
-$10.9M
18,165,758
-24%
清仓
—
APPLIED THERAPEUTICS INC
-$10.6M
0
-100%
清仓
—
VTEX
-$10.3M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$9.5M
4,305,473
-18%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$9.3M
976,386
-0%
清仓
—
RISKIFIED LTD
-$9.1M
0
-100%
增持
XMTR
XOMETRY INC
+$9.1M
373,700
+114%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$8.0M
75,000
+150%
清仓
—
FIVE9 INC
-$7.7M
0
-100%
清仓
ZG
ZILLOW GROUP INC
-$7.1M
0
-100%
清仓
—
MONGODB INC
-$6.9M
0
-100%
增持
—
AVAYA HLDGS CORP
+$6.1M
5,898,941
+5%
增持
—
SEMA4 HOLDINGS CORP
-$6.1M
2,558,500
+11%
建仓
TAL
TAL EDUCATION GROUP
+$5.9M
1,500,000
增持
PMVP
PMV PHARMACEUTICALS INC
-$5.4M
1,599,553
+13%
清仓
—
COUPA SOFTWARE INC
-$4.5M
0
-100%
清仓
U
UNITY SOFTWARE INC
-$3.4M
0
-100%
清仓
RLMD
RELMADA THERAPEUTICS INC
-$2.6M
0
-100%
减持
—
NEOLEUKIN THERAPEUTICS INC
-$2.5M
224,945
-55%
建仓
MDB
MONGODB INC
+$2.5M
4,673
增持
—
STEM INC
+$2.0M
800,000
+45%
增持
SDGR
SCHRODINGER INC
+$1.8M
599,206
+72%
减持
—
ASPEN TECHNOLOGY INC
-$1.5M
340,000
-22%
清仓
ALEC
ALECTOR INC
-$1.4M
0
-100%
减持
—
AVIDITY BIOSCIENCES INC
-$1.1M
856,466
-2%
增持
—
YATSEN HLDG LTD
-$1.1M
4,189,692
+59%
清仓
SNOW
SNOWFLAKE INC
-$1.0M
0
-100%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$130.0K
1,426,968
+43%
