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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 140 项
建仓 13
增持 41
减持 66
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
TSLA
TESLA INC
+$646.6M
600,000
增持
SONY
SONY GROUP CORPORATION
+$590.8M
5,700,900
+10265%
减持
SHOP
SHOPIFY INC
-$584.0M
349,101
-41%
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
—
ATLASSIAN CORP PLC
-$522.1M
987,748
-54%
建仓
WDAY
WORKDAY INC
+$478.9M
2,000,000
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$455.6M
1,000,000
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$395.3M
1,576,000
-50%
减持
BABA
ALIBABA GROUP HLDG LTD
-$377.5M
2,999,242
-49%
减持
QCOM
QUALCOMM INC
-$327.0M
6,601,480
-10%
增持
AMZN
AMAZON COM INC
+$286.2M
473,216
+26%
建仓
AXP
AMERICAN EXPRESS CO
+$282.9M
1,512,619
增持
RNG
RINGCENTRAL INC
-$275.7M
4,465,093
+5%
增持
META
META PLATFORMS INC
+$275.2M
6,277,274
+88%
增持
PATH
UIPATH INC
-$266.2M
13,051,814
+3%
减持
MSFT
MICROSOFT CORP
-$260.7M
2,095,438
-22%
减持
GOOGL
ALPHABET INC
-$221.0M
494,335
-10%
建仓
DOCU
DOCUSIGN INC
+$214.2M
2,000,000
减持
IT
GARTNER INC
-$209.7M
669,268
-45%
建仓
CRM
SALESFORCE COM INC
+$208.1M
980,000
增持
NVDA
NVIDIA CORPORATION
+$201.3M
1,600,000
+100%
清仓
—
ANAPLAN INC
-$200.9M
0
-100%
减持
TER
TERADYNE INC
-$199.1M
3,492,406
-7%
减持
TJX
TJX COS INC NEW
-$191.2M
6,098,577
-17%
减持
FIVN
FIVE9 INC
-$190.8M
2,014,370
-33%
建仓
NFLX
NETFLIX INC
+$187.3M
500,000
减持
—
AVALARA INC
-$185.4M
1,853,640
-35%
减持
YUM
YUM BRANDS INC
-$182.3M
1,168,361
-49%
减持
AAPL
APPLE INC
-$181.0M
2,041,278
-33%
增持
V
VISA INC
+$179.4M
2,201,878
+54%
减持
SNPS
SYNOPSYS INC
-$173.6M
2,389,765
-9%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$164.0M
1,500,000
建仓
PLD
PROLOGIS INC.
+$161.5M
1,000,000
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$159.0M
216,890
-24%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$158.7M
3,769,880
-30%
减持
BURL
BURLINGTON STORES INC
-$154.1M
1,098,131
-10%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$138.3M
2,419,637
-28%
建仓
NKE
NIKE INC
+$134.6M
1,000,000
减持
KLAC
KLA CORP
-$132.9M
1,621,371
-4%
减持
TRU
TRANSUNION
-$126.6M
1,514,500
-37%
减持
EXPE
EXPEDIA GROUP INC
-$122.1M
2,108,872
-29%
减持
CSGP
COSTAR GROUP INC
-$113.9M
983,459
-57%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$111.5M
4,200,473
-2%
减持
DASH
DOORDASH INC
-$109.6M
1,628,100
-19%
减持
SE
SEA LTD
-$109.3M
1,000,824
-2%
减持
—
CONFLUENT INC
-$101.9M
2,753,038
-2%
减持
TWLO
TWILIO INC
-$98.8M
818,495
-8%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$90.8M
5,787
-99%
增持
—
ALTERYX INC
+$89.0M
2,780,326
+53%
减持
DIS
DISNEY WALT CO
-$88.3M
1,000,000
-31%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$87.9M
5,552,147
+36%
减持
BEKE
KE HLDGS INC
-$79.8M
9,650,090
-2%
减持
—
SMARTSHEET INC
-$79.7M
3,202,240
-3%
增持
CG
CARLYLE GROUP INC
+$73.1M
11,353,685
+29%
建仓
KKR
KKR & CO INC
+$69.6M
1,190,728
减持
—
ACTIVISION BLIZZARD INC
-$67.5M
25,495
-98%
增持
SHW
SHERWIN WILLIAMS CO
-$65.4M
777,622
+6%
减持
—
BLUEPRINT MEDICINES CORP
-$63.2M
1,143,899
-10%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$63.1M
258,121
-74%
增持
PYPL
PAYPAL HLDGS INC
-$62.8M
1,000,000
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$62.2M
1,279,043
-2%
减持
CTAS
CINTAS CORP
-$61.1M
275,753
-32%
减持
TDG
TRANSDIGM GROUP INC
-$61.0M
507,720
-18%
清仓
TCOM
TRIP COM GROUP LTD
-$60.7M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$60.6M
8,274,677
-2%
减持
—
AVAYA HLDGS CORP
-$59.0M
4,561,041
-23%
减持
EQIX
EQUINIX INC
-$58.9M
466,022
-3%
减持
—
COUPA SOFTWARE INC
-$57.3M
950,808
-2%
增持
—
LAM RESEARCH CORP
-$57.1M
919,096
+20%
减持
—
DLOCAL LTD
-$54.1M
4,488,514
-18%
清仓
—
ASPEN TECHNOLOGY INC
-$51.7M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$51.5M
698,801
-2%
清仓
OKTA
OKTA INC
-$50.5M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$46.8M
1,278,179
+12%
减持
—
ELASTIC N V
-$44.4M
794,168
-15%
增持
QQQ
INVESCO QQQ TR
+$43.1M
40,988,800
+10%
减持
ROST
ROSS STORES INC
-$41.0M
1,528,013
-3%
增持
MELI
MERCADOLIBRE INC
-$37.7M
422,245
+5%
增持
LOW
LOWES COS INC
+$35.5M
1,083,468
+53%
清仓
ANSS
ANSYS INC
-$34.7M
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$32.0M
429,865
-4%
增持
—
CATALENT INC
+$31.9M
634,345
+111%
增持
NTES
NETEASE INC
-$30.0M
2,763,820
+1%
清仓
BILI
BILIBILI INC
-$29.4M
0
-100%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$29.3M
2,291,843
-11%
减持
DG
DOLLAR GEN CORP NEW
-$28.8M
398,807
-20%
减持
CERT
CERTARA INC
-$26.5M
3,523,667
-2%
减持
PTC
PTC INC
-$26.1M
1,057,337
-9%
清仓
NOW
SERVICENOW INC
-$23.0M
0
-100%
增持
DT
DYNATRACE INC
-$22.4M
2,745,694
+9%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$22.1M
2,368,130
+3%
增持
PDD
PINDUODUO INC
+$21.7M
2,000,000
+99%
增持
PTON
PELOTON INTERACTIVE INC
-$21.6M
3,556,325
+10%
减持
MLM
MARTIN MARIETTA MATLS INC
-$19.6M
292,337
-3%
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$19.3M
1,187,845
减持
TGTX
TG THERAPEUTICS INC
-$18.4M
1,798,010
-4%
减持
—
AKERO THERAPEUTICS INC
-$18.1M
2,419,671
-2%
增持
JD
JD.COM INC
-$17.1M
5,888,912
+15%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$15.4M
0
-100%
增持
EFX
EQUIFAX INC
-$15.2M
590,133
+11%
清仓
—
OKTA INC
-$13.6M
0
-100%
增持
—
NEW ORIENTAL ED & TECHNOLOGY
-$13.5M
21,420,900
+18%
增持
GTLB
GITLAB INC
-$13.1M
736,206
+20%
增持
SDGR
SCHRODINGER INC
+$12.7M
984,812
+64%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$12.6M
0
-100%
清仓
—
SEMA4 HOLDINGS CORP
-$11.4M
0
-100%
增持
VMC
VULCAN MATLS CO
-$11.1M
741,322
+4%
增持
ORIC
ORIC PHARMACEUTICALS INC
-$10.8M
1,906,968
+34%
减持
—
ALTAIR ENGR INC
-$10.7M
197,146
-35%
清仓
DDOG
DATADOG INC
-$10.5M
0
-100%
增持
—
MARQETA INC
-$10.3M
4,195,048
+27%
减持
—
SHOPIFY INC
-$9.9M
4,000,000
-64%
清仓
—
OKTA INC
-$9.2M
0
-100%
清仓
—
YATSEN HLDG LTD
-$9.0M
0
-100%
清仓
—
BILIBILI INC
-$8.3M
0
-100%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$7.6M
1,223,549
-2%
减持
—
JFROG LTD
-$7.1M
989,006
-13%
增持
SQ
BLOCK INC
-$6.9M
1,700,000
+16%
减持
—
FIVE9 INC
-$6.9M
5,000,000
-50%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$6.8M
1,175,796
+7%
减持
—
STEM INC
-$6.6M
780,048
-2%
建仓
—
DOCUSIGN INC
+$6.5M
6,942,000
增持
LYFT
LYFT INC
+$6.4M
5,668,968
+15%
清仓
—
BLOCK INC
-$5.9M
0
-100%
清仓
TAL
TAL EDUCATION GROUP
-$5.9M
0
-100%
增持
—
QUALTRICS INTL INC
-$5.8M
5,753,725
+20%
减持
XMTR
XOMETRY INC
-$5.8M
364,167
-3%
减持
—
XP INC
+$5.8M
4,256,513
-0%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$5.7M
8,772,710
+39%
减持
KROS
KEROS THERAPEUTICS INC
-$4.9M
906,433
-2%
减持
—
ALLOVIR INC
-$4.8M
753,909
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.6M
2,420,849
-15%
增持
GPN
GLOBAL PMTS INC
+$4.1M
787,046
+3%
增持
Z
ZILLOW GROUP INC
-$3.4M
2,388,349
+26%
清仓
MDB
MONGODB INC
-$2.5M
0
-100%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$2.5M
1,697,376
-11%
清仓
COST
COSTCO WHSL CORP NEW
-$1.5M
0
-100%
清仓
—
NEOLEUKIN THERAPEUTICS INC
-$1.1M
0
-100%
增持
ADI
ANALOG DEVICES INC
-$795.0K
2,435,433
+6%
增持
BIDU
BAIDU INC
-$299.0K
1,122,387
+12%
增持
—
IGM BIOSCIENCES INC
+$97.0K
1,034,035
+10%
