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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 120 项
建仓 4
增持 35
减持 64
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$2.61B
31,030,000
-20%
增持
GOOGL
ALPHABET INC
-$586.4M
8,984,676
+1254%
增持
AAPL
APPLE INC
+$552.9M
4,056,627
+7064%
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
QCOM
QUALCOMM INC
-$397.9M
4,377,537
-37%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$366.1M
0
-100%
减持
META
META PLATFORMS INC
-$292.1M
8,595,766
-5%
清仓
WDAY
WORKDAY INC
-$279.2M
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$180.1M
3,709,000
-12%
减持
KLAC
KLA CORP
-$176.9M
1,260,467
-28%
清仓
NFLX
NETFLIX INC
-$174.9M
0
-100%
减持
—
LAM RESEARCH CORP
-$166.7M
837,535
-25%
增持
MSFT
MICROSOFT CORP
+$164.9M
2,543,746
+53%
建仓
DIS
DISNEY WALT CO
+$141.5M
1,500,000
减持
BABA
ALIBABA GROUP HLDG LTD
-$123.0M
2,252,478
-16%
清仓
PLD
PROLOGIS INC.
-$117.7M
0
-100%
减持
ADI
ANALOG DEVICES INC
-$114.6M
2,343,477
-22%
清仓
BURL
BURLINGTON STORES INC
-$113.1M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$112.1M
10,509,821
+29%
减持
AMT
AMERICAN TOWER CORP NEW
-$111.3M
979,119
-22%
清仓
NKE
NIKE INC
-$102.2M
0
-100%
建仓
BILL
BILL COM HLDGS INC
+$101.8M
768,735
增持
TSLA
TESLA INC
+$91.7M
2,250,000
+200%
增持
MELI
MERCADOLIBRE INC
+$91.6M
449,252
+2%
减持
PATH
UIPATH INC
-$86.6M
15,469,074
-0%
增持
—
AKERO THERAPEUTICS INC
+$82.9M
3,162,259
+21%
减持
CG
CARLYLE GROUP INC
-$80.7M
12,791,937
-2%
减持
TER
TERADYNE INC
-$80.3M
2,445,734
-17%
减持
BIDU
BAIDU INC
-$80.0M
1,971,043
-6%
减持
—
ASML HOLDING N V
-$78.0M
606,867
-13%
清仓
—
AVALARA INC
-$73.2M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$72.2M
2,884,294
+38%
清仓
PYPL
PAYPAL HLDGS INC
-$69.8M
0
-100%
减持
TRU
TRANSUNION
-$64.6M
916,684
-38%
减持
SNPS
SYNOPSYS INC
-$64.0M
1,923,438
-10%
增持
JD
JD.COM INC
-$63.8M
6,744,568
+7%
减持
EQIX
EQUINIX INC
-$62.4M
374,084
-11%
减持
LOW
LOWES COS INC
-$58.6M
793,465
-33%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$55.7M
2,211,959
-10%
减持
V
VISA INC
-$53.6M
2,313,014
-2%
减持
NTES
NETEASE INC
-$52.2M
1,858,265
-10%
减持
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$51.0M
3,938,460
-45%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$50.6M
3,448,005
-7%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$49.4M
1,231,396
+6%
减持
MA
MASTERCARD INCORPORATED
-$48.1M
1,226,328
-2%
减持
—
CATALENT INC
-$43.9M
536,216
-30%
减持
TWLO
TWILIO INC
-$43.7M
1,512,960
-15%
减持
PTC
PTC INC
-$41.0M
665,882
-36%
增持
RNG
RINGCENTRAL INC
-$40.0M
5,145,438
+9%
减持
VMC
VULCAN MATLS CO
-$39.9M
675,314
-34%
减持
AXP
AMERICAN EXPRESS CO
-$39.2M
2,894,419
-7%
增持
MAR
MARRIOTT INTL INC NEW
+$39.2M
1,250,000
+25%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$35.5M
1,705,000
+14%
减持
SHW
SHERWIN WILLIAMS CO
-$35.3M
771,315
-11%
减持
SHOP
SHOPIFY INC
-$35.0M
4,130,363
-12%
减持
—
DLOCAL LTD
-$32.7M
2,509,213
-22%
减持
CERT
CERTARA INC
-$32.4M
1,852,550
-30%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$31.1M
2,638,220
+11%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
-$31.0M
14,944,823
+5%
减持
BEKE
KE HLDGS INC
-$29.1M
8,060,191
-15%
增持
LYFT
LYFT INC
+$29.0M
7,823,430
+40%
增持
—
STEM INC
+$28.4M
2,540,956
+231%
增持
—
ALLOVIR INC
+$28.1M
4,923,104
+79%
减持
TDG
TRANSDIGM GROUP INC
-$27.3M
368,884
-10%
减持
SPGI
S&P GLOBAL INC
-$27.1M
376,530
-11%
增持
XMTR
XOMETRY INC
+$26.1M
733,530
+60%
清仓
Z
ZILLOW GROUP INC
-$26.1M
0
-100%
清仓
SDGR
SCHRODINGER INC
-$25.6M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
+$22.7M
474,078
-10%
增持
DASH
DOORDASH INC
+$20.8M
2,500,000
+56%
减持
AMZN
AMAZON COM INC
+$20.1M
8,994,983
-4%
增持
—
BLUEPRINT MEDICINES CORP
+$19.5M
1,119,412
+4%
减持
—
ATLASSIAN CORP PLC
-$19.0M
762,041
-20%
减持
YUM
YUM BRANDS INC
-$17.9M
868,618
-11%
减持
SE
SEA LTD
-$17.9M
973,008
-10%
增持
—
COUPA SOFTWARE INC
+$17.2M
1,235,151
+27%
清仓
KWEB
KRANESHARES TR
-$16.4M
0
-100%
减持
—
CONFLUENT INC
-$15.9M
1,412,124
-34%
减持
GTLB
GITLAB INC
-$15.2M
649,206
-29%
增持
KROS
KEROS THERAPEUTICS INC
+$13.0M
1,208,822
+3%
清仓
—
AVIDITY BIOSCIENCES INC
-$12.4M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$12.2M
3,202,727
-10%
减持
ROST
ROSS STORES INC
+$11.8M
1,390,535
-7%
增持
FIVN
FIVE9 INC
-$11.2M
976,619
+5%
减持
KKR
KKR & CO INC
-$11.2M
1,265,009
-11%
建仓
—
AVALARA INC
+$10.7M
11,100,000
减持
—
SMARTSHEET INC
-$10.4M
1,687,552
-22%
减持
—
ALTERYX INC
+$10.4M
2,634,360
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$9.9M
2,572,214
-0%
减持
—
MARQETA INC
-$8.4M
4,085,589
-12%
增持
CRBU
CARIBOU BIOSCIENCES INC
+$8.1M
1,222,091
+40%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$8.0M
110,000
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$7.5M
190,296
-11%
增持
—
QUALTRICS INTL INC
-$7.4M
5,790,163
+9%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$7.2M
2,250,000
-10%
增持
—
COUPA SOFTWARE INC
+$6.4M
19,636,000
+69%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$6.1M
1,465,285
+25%
减持
—
ELASTIC N V
-$5.9M
655,420
-16%
减持
MLM
MARTIN MARIETTA MATLS INC
-$5.4M
414,705
-11%
增持
—
JFROG LTD
+$5.4M
1,170,981
+20%
清仓
—
AVAYA HLDGS CORP
-$4.7M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$4.2M
0
-100%
增持
—
FIVE9 INC
+$4.2M
10,000,000
+100%
减持
PDD
PINDUODUO INC
-$3.9M
5,072,772
-2%
减持
PMVP
PMV PHARMACEUTICALS INC
-$3.6M
1,517,246
-0%
减持
—
IGM BIOSCIENCES INC
+$3.2M
961,613
-7%
减持
—
ALTAIR ENGR INC
-$2.5M
173,212
-11%
减持
TGTX
TG THERAPEUTICS INC
+$2.2M
1,642,675
-7%
清仓
—
COUPA SOFTWARE INC
-$2.2M
0
-100%
减持
—
XP INC
-$1.7M
4,054,128
-8%
减持
TJX
TJX COS INC NEW
+$1.2M
5,151,768
-10%
增持
PTON
PELOTON INTERACTIVE INC
-$1.2M
5,437,667
+28%
清仓
ALEC
ALECTOR INC
-$1.0M
0
-100%
减持
—
CEREVEL THERAPEUTICS HLDNG I
+$1.0M
1,168,596
-3%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$709.0K
0
-100%
增持
GPN
GLOBAL PMTS INC
-$549.0K
908,134
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$457.0K
6,942,700
+19%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$294.0K
226,929
-11%
增持
DT
DYNATRACE INC
+$156.0K
1,671,525
+14%
增持
MREO
MEREO BIOPHARMA GROUP PLC
-$105.0K
2,135,600
+23%
减持
CTAS
CINTAS CORP
+$101.0K
90,838
-4%