小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 118 项
建仓 6
增持 47
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$3.96B
38,892,700
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.96B
7,500,000
-29%
减持
SONY
SONY GROUP CORPORATION
-$593.3M
55,000
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。
-99%
增持
AMZN
AMAZON COM INC
-$546.4M
9,380,323
+1882%
清仓
NVDA
NVIDIA CORPORATION
-$436.6M
0
-100%
减持
AAPL
APPLE INC
-$348.7M
56,627
-97%
建仓
—
ASML HOLDING N V
+$330.1M
693,681
增持
RNG
RINGCENTRAL INC
-$277.7M
4,700,093
+5%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$268.3M
4,195,661
+166%
增持
PDD
PINDUODUO INC
+$241.1M
5,200,000
+160%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$239.8M
0
-100%
增持
MELI
MERCADOLIBRE INC
-$222.0M
440,024
+4%
减持
MSFT
MICROSOFT CORP
-$218.5M
1,664,713
-21%
减持
EXPE
EXPEDIA GROUP INC
-$214.6M
2,088,154
-1%
清仓
IT
GARTNER INC
-$199.1M
0
-100%
减持
SQ
BLOCK INC
-$169.1M
1,000,000
-41%
增持
BIDU
BAIDU INC
+$163.1M
2,095,237
+87%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$155.1M
3,570,415
-15%
减持
TER
TERADYNE INC
-$148.8M
2,949,406
-16%
增持
AXP
AMERICAN EXPRESS CO
+$146.9M
3,100,000
+105%
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$145.4M
7,142,085
减持
SNPS
SYNOPSYS INC
-$144.8M
2,145,720
-10%
减持
SPGI
S&P GLOBAL INC
-$144.5M
421,633
-40%
增持
CG
CARLYLE GROUP INC
-$144.1M
12,988,685
+14%
减持
LYFT
LYFT INC
-$143.7M
5,573,430
-2%
增持
TSLA
TESLA INC
-$141.5M
750,000
+25%
清仓
EFX
EQUIFAX INC
-$139.9M
0
-100%
减持
FIVN
FIVE9 INC
-$138.0M
926,305
-54%
清仓
DIS
DISNEY WALT CO
-$137.2M
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$136.0M
1,000,000
减持
UBER
UBER TECHNOLOGIES INC
-$128.8M
8,134,095
-2%
建仓
KO
COCA COLA CO
+$125.8M
2,000,000
增持
QCOM
QUALCOMM INC
-$116.4M
6,986,341
+6%
减持
—
AVALARA INC
-$111.3M
1,036,831
-44%
减持
—
ATLASSIAN CORP PLC
-$110.7M
957,879
-3%
减持
TDG
TRANSDIGM GROUP INC
-$109.9M
411,613
-19%
减持
—
SMARTSHEET INC
-$107.0M
2,177,240
-32%
减持
PCTY
PAYLOCITY HLDG CORP
-$104.7M
526,626
-45%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$102.4M
5,828,121
+5%
减持
—
QUALTRICS INTL INC
-$98.0M
5,300,725
-8%
减持
Z
ZILLOW GROUP INC
-$91.7M
820,584
-66%
增持
SHOP
SHOPIFY INC
-$89.7M
4,683,190
+1242%
清仓
DG
DOLLAR GEN CORP NEW
-$88.8M
0
-100%
减持
DASH
DOORDASH INC
-$88.0M
1,602,175
-2%
减持
BURL
BURLINGTON STORES INC
-$86.9M
830,435
-24%
减持
CTAS
CINTAS CORP
-$82.1M
94,133
-66%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$77.4M
2,576,329
+6%
减持
DT
DYNATRACE INC
-$71.3M
1,471,355
-46%
增持
GOOGL
ALPHABET INC
+$70.9M
663,450
+34%
减持
EQIX
EQUINIX INC
-$70.4M
418,813
-10%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$70.3M
14,222,710
+62%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$67.6M
3,706,758
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$64.6M
213,045
-2%
减持
—
CONFLUENT INC
-$63.4M
2,128,679
-23%
增持
META
META PLATFORMS INC
+$62.6M
9,044,227
+44%
增持
JD
JD.COM INC
+$62.3M
6,276,231
+7%
增持
—
ALTERYX INC
-$62.1M
2,823,956
+2%
减持
CSGP
COSTAR GROUP INC
-$61.3M
70,000
-93%
减持
MA
MASTERCARD INCORPORATED
-$60.0M
1,257,645
-2%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
-$58.2M
2,369,425
+3%
增持
COIN
COINBASE GLOBAL INC
-$56.2M
540,000
+26%
减持
—
DLOCAL LTD
-$56.1M
3,207,190
-29%
减持
NTES
NETEASE INC
-$55.2M
2,063,820
-25%
增持
PTON
PELOTON INTERACTIVE INC
-$55.1M
4,234,254
+19%
减持
—
AVAYA HLDGS CORP
-$53.0M
2,115,648
-54%
减持
BEKE
KE HLDGS INC
+$50.9M
9,485,927
-2%
减持
TJX
TJX COS INC NEW
-$50.6M
5,708,577
-6%
增持
—
XP INC
-$49.4M
4,383,678
+3%
增持
SE
SEA LTD
-$47.5M
1,083,116
+8%
增持
—
COUPA SOFTWARE INC
-$41.2M
970,808
+2%
增持
ADI
ANALOG DEVICES INC
+$38.9M
3,019,749
+24%
减持
TRU
TRANSUNION
-$37.4M
1,489,512
-2%
增持
KLAC
KLA CORP
-$35.1M
1,749,943
+8%
减持
ROST
ROSS STORES INC
-$32.8M
1,501,009
-2%
减持
YUM
YUM BRANDS INC
-$28.2M
971,637
-17%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$27.4M
1,210,979
-29%
增持
MLM
MARTIN MARIETTA MATLS INC
+$26.5M
464,428
+59%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$24.7M
2,468,130
+4%
清仓
—
NEW ORIENTAL ED & TECHNOLOGY
-$24.6M
0
-100%
增持
V
VISA INC
-$23.8M
2,359,469
+7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$23.1M
2,666,874
-11%
增持
—
LAM RESEARCH CORP
-$20.9M
1,110,390
+21%
减持
—
BLUEPRINT MEDICINES CORP
-$18.8M
1,074,900
-6%
减持
CERT
CERTARA INC
-$18.6M
2,658,250
-25%
减持
—
ELASTIC N V
-$17.7M
781,898
-2%
增持
KROS
KEROS THERAPEUTICS INC
-$16.8M
1,176,433
+30%
增持
TWLO
TWILIO INC
+$13.4M
1,769,888
+116%
增持
NFLX
NETFLIX INC
-$12.4M
1,000,000
+100%
增持
—
CATALENT INC
+$12.4M
771,203
+22%
减持
KWEB
KRANESHARES TR
-$12.1M
500,000
-50%
减持
PMVP
PMV PHARMACEUTICALS INC
-$11.6M
1,519,935
-5%
增持
LOW
LOWES COS INC
-$11.4M
1,188,689
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
-$11.1M
2,000,000
+33%
增持
VMC
VULCAN MATLS CO
+$10.3M
1,030,497
+39%
减持
TGTX
TG THERAPEUTICS INC
-$9.6M
1,767,130
-2%
增持
—
AKERO THERAPEUTICS INC
-$9.6M
2,619,671
+8%
增持
GPN
GLOBAL PMTS INC
-$9.0M
891,840
+13%
增持
—
MARQETA INC
-$8.9M
4,616,647
+10%
增持
GTLB
GITLAB INC
+$8.3M
911,206
+24%
减持
SDGR
SCHRODINGER INC
-$8.0M
968,608
-2%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$7.0M
1,168,345
-2%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$6.5M
873,549
-29%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$6.2M
1,500,000
减持
—
JFROG LTD
-$6.2M
973,069
-2%
增持
—
ALLOVIR INC
+$5.7M
2,753,909
+265%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$5.2M
1,156,396
-2%
增持
KKR
KKR & CO INC
-$4.0M
1,416,589
+19%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$3.4M
253,840
-2%
减持
PTC
PTC INC
-$3.2M
1,040,694
-2%
减持
—
STEM INC
-$3.1M
766,794
-2%
减持
—
ALTAIR ENGR INC
-$2.5M
193,919
-2%
增持
XMTR
XOMETRY INC
+$2.1M
457,621
+26%
建仓
ALEC
ALECTOR INC
+$1.0M
100,000
增持
SHW
SHERWIN WILLIAMS CO
-$922.0K
862,793
+11%
增持
ORIC
ORIC PHARMACEUTICALS INC
-$744.0K
2,106,968
+10%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$224.0K
1,735,600
-10%
增持
PATH
UIPATH INC
-$167.0K
15,482,243
+19%
减持
AMT
AMERICAN TOWER CORP NEW
+$148.0K
1,257,753
-2%
