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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 111 项
建仓 2
增持 32
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$4.34B
30,986,600
-0%
减持
AAPL
APPLE INC
-$472.4M
679,327
-83%
增持
META
META PLATFORMS INC
+$382.8M
12,872,348
+50%
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。
增持
BILL
BILL COM HLDGS INC
+$331.7M
3,977,728
+417%
减持
TSLA
TESLA INC
-$320.1M
2,246,600
-0%
减持
GOOGL
ALPHABET INC
-$304.1M
6,294,095
-30%
增持
BKNG
BOOKING HOLDINGS INC
+$271.7M
297,900
+49%
增持
AMZN
AMAZON COM INC
-$232.7M
9,329,899
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$185.3M
7,489,400
-0%
清仓
—
ATLASSIAN CORP PLC
-$160.5M
0
-100%
清仓
CRM
SALESFORCE INC
-$141.0M
0
-100%
减持
KLAC
KLA CORP
-$117.5M
700,223
-44%
清仓
DOCU
DOCUSIGN INC
-$106.9M
0
-100%
减持
QCOM
QUALCOMM INC
-$103.4M
3,558,403
-19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$100.0M
7,732,787
+11%
增持
LOW
LOWES COS INC
+$96.5M
1,232,242
+55%
建仓
TEAM
ATLASSIAN CORPORATION
+$94.7M
736,000
减持
TJX
TJX COS INC NEW
+$84.6M
5,083,573
-1%
增持
SHOP
SHOPIFY INC
+$76.6M
5,413,614
+31%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$75.6M
2,745,900
+22%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$75.2M
2,790,200
-13%
清仓
—
COUPA SOFTWARE INC
-$72.6M
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$71.0M
5,077,976
+37%
增持
—
AKERO THERAPEUTICS INC
+$70.1M
3,243,915
+3%
增持
ROST
ROSS STORES INC
+$68.1M
1,596,508
+15%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$64.4M
1,510,007
-43%
增持
CG
CARLYLE GROUP INC
+$61.1M
13,125,161
+3%
增持
BIDU
BAIDU INC
+$57.4M
2,526,264
+28%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$57.2M
164,856
-13%
减持
—
BLUEPRINT MEDICINES CORP
-$55.1M
426,268
-62%
减持
SNPS
SYNOPSYS INC
-$53.1M
1,674,272
-13%
减持
—
LAM RESEARCH CORP
-$53.0M
603,247
-28%
减持
FIVN
FIVE9 INC
-$50.2M
339,836
-65%
减持
PDD
PINDUODUO INC
-$50.0M
3,280,000
-35%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$48.8M
673,612
-45%
增持
DASH
DOORDASH INC
+$47.0M
3,494,800
+40%
减持
LYFT
LYFT INC
-$44.1M
5,345,975
-32%
减持
BEKE
KE HLDGS INC
-$43.3M
7,014,985
-13%
增持
SQ
BLOCK INC
+$39.1M
1,497,700
+50%
清仓
—
CATALENT INC
-$38.8M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$38.2M
12,807,842
+22%
减持
RNG
RINGCENTRAL INC
-$35.6M
4,802,188
-7%
清仓
COIN
COINBASE GLOBAL INC
-$34.8M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
-$33.8M
415,656
-12%
建仓
—
DICE THERAPEUTICS INC
+$32.4M
1,038,125
增持
DIS
DISNEY WALT CO
+$32.0M
1,997,000
+33%
减持
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$30.3M
1,840,510
-53%
减持
TDG
TRANSDIGM GROUP INC
-$30.3M
259,332
-30%
减持
AMT
AMERICAN TOWER CORP NEW
-$30.3M
849,284
-13%
增持
PATH
UIPATH INC
+$30.1M
17,717,129
+15%
减持
—
DLOCAL LTD
-$29.3M
1,427,890
-43%
增持
MSFT
MICROSOFT CORP
+$28.9M
2,590,682
+2%
减持
MELI
MERCADOLIBRE INC
-$27.6M
406,871
-9%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$27.5M
15,671,406
+5%
增持
TGTX
TG THERAPEUTICS INC
+$26.3M
3,044,417
+85%
减持
TRU
TRANSUNION
-$25.0M
520,519
-43%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$23.4M
2,238,262
+31%
减持
—
XP INC
-$23.2M
3,513,936
-13%
减持
MA
MASTERCARD INCORPORATED
+$22.0M
1,065,967
-13%
增持
KROS
KEROS THERAPEUTICS INC
+$21.4M
1,392,402
+15%
增持
—
SMARTSHEET INC
+$20.8M
2,002,067
+19%
减持
DT
DYNATRACE INC
-$20.8M
976,678
-42%
减持
JD
JD.COM INC
+$20.1M
6,402,696
-5%
减持
GPN
GLOBAL PMTS INC
-$20.0M
786,748
-13%
减持
AXP
AMERICAN EXPRESS CO
-$19.7M
2,509,300
-13%
减持
BABA
ALIBABA GROUP HLDG LTD
+$16.5M
2,232,457
-1%
减持
—
ALLOVIR INC
-$15.2M
4,605,104
-6%
清仓
—
COUPA SOFTWARE INC
-$15.1M
0
-100%
减持
KO
COCA COLA CO
+$15.0M
1,997,000
-0%
减持
—
QUALTRICS INTL INC
-$14.6M
4,268,003
-26%
减持
—
STEM INC
-$14.2M
2,198,450
-13%
减持
—
ASML HOLDING N V
+$12.8M
484,786
-20%
减持
SHW
SHERWIN WILLIAMS CO
+$12.8M
719,172
-7%
减持
MLM
MARTIN MARIETTA MATLS INC
-$12.1M
359,401
-13%
增持
NTES
NETEASE INC
+$11.4M
2,091,754
+13%
清仓
—
AVALARA INC
-$10.7M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
+$10.7M
1,248,200
-0%
增持
EXPE
EXPEDIA GROUP INC
-$10.6M
2,964,112
+3%
减持
SE
SEA LTD
-$10.4M
849,094
-13%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$9.1M
2,986,896
-13%
减持
PTC
PTC INC
-$8.3M
511,240
-23%
增持
XMTR
XOMETRY INC
-$8.1M
1,041,079
+42%
减持
—
IGM BIOSCIENCES INC
-$7.7M
833,241
-13%
减持
ADI
ANALOG DEVICES INC
+$7.6M
2,036,921
-13%
减持
—
MARQETA INC
-$7.5M
3,536,971
-13%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$7.4M
2,399,252
+14%
减持
V
VISA INC
+$6.6M
2,009,791
-13%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$6.2M
1,058,603
-13%
减持
PMVP
PMV PHARMACEUTICALS INC
-$6.0M
1,385,267
-9%
减持
SPGI
S&P GLOBAL INC
-$5.7M
326,254
-13%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$5.7M
1,854,327
-16%
减持
—
CONFLUENT INC
-$5.0M
1,283,816
-9%
增持
TWLO
TWILIO INC
-$4.9M
2,037,092
+35%
减持
—
FIVE9 INC
-$4.5M
5,000,000
-50%
减持
—
JFROG LTD
-$4.2M
1,016,208
-13%
减持
YUM
YUM BRANDS INC
+$3.9M
751,594
-13%
增持
—
ALTERYX INC
-$3.7M
2,830,200
+7%
减持
KKR
KKR & CO INC
-$3.5M
1,096,213
-13%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.3M
2,233,222
-13%
减持
VMC
VULCAN MATLS CO
-$2.9M
591,790
-12%
减持
TER
TERADYNE INC
+$2.7M
2,135,467
-13%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.6M
1,997,000
-0%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$2.0M
196,375
-13%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$1.4M
1,485,817
+1%
减持
CERT
CERTARA INC
-$899.3K
1,474,905
-20%
减持
—
ALTAIR ENGR INC
-$837.0K
150,055
-13%
减持
PTON
PELOTON INTERACTIVE INC
+$699.9K
4,834,121
-11%
减持
—
CEREVEL THERAPEUTICS HLDNG I
+$547.2K
1,064,401
-9%
减持
EQIX
EQUINIX INC
-$443.4K
324,183
-13%
增持
—
ELASTIC N V
+$401.2K
920,800
+40%
减持
CTAS
CINTAS CORP
+$236.7K
78,603
-13%
