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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 86 项
建仓 1
增持 17
减持 58
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$13.13B
37,219,777
-53%
增持
SPY
SPDR S&P 500 ETF TR
+$3.14B
12,000,000
+100%
减持
META
META PLATFORMS INC
-$970.0M
6,741,291
-40%
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
GOOGL
ALPHABET INC
+$696.1M
14,081,742
+45%
增持
MSFT
MICROSOFT CORP
+$555.3M
4,479,738
+25%
减持
AMZN
AMAZON COM INC
+$491.2M
20,434,931
-1%
减持
NVDA
NVIDIA CORPORATION
-$446.0M
2,753,387
-34%
清仓
INTC
INTEL CORP
-$391.0M
0
-100%
清仓
QCOM
QUALCOMM INC
-$160.3M
0
-100%
清仓
ADBE
ADOBE INC
-$153.0M
0
-100%
减持
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$145.2M
1,189,941
-70%
增持
TSLA
TESLA INC
+$143.9M
3,600,000
+20%
清仓
GPN
GLOBAL PMTS INC
-$125.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$116.4M
3,790,707
-50%
清仓
WDAY
WORKDAY INC
-$107.4M
0
-100%
增持
EQIX
EQUINIX INC
+$105.5M
419,696
+31%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$102.8M
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$102.7M
3,764,220
-0%
减持
—
ASML HOLDING N V
-$101.5M
380,064
-43%
减持
KLAC
KLA CORP
-$98.8M
742,885
-36%
减持
BABA
ALIBABA GROUP HLDG LTD
-$89.0M
702,296
-58%
增持
DELL
DELL TECHNOLOGIES INC
+$88.2M
5,001,493
+17%
减持
DDOG
DATADOG INC
-$88.1M
324,666
-77%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$83.7M
7,402,929
-6%
减持
SNPS
SYNOPSYS INC
-$77.7M
669,067
-27%
减持
NTES
NETEASE INC
-$76.7M
942,638
-43%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$76.3M
8,285,397
+12%
减持
BIDU
BAIDU INC
-$71.5M
2,186,891
-11%
减持
MELI
MERCADOLIBRE INC
-$68.0M
215,302
-33%
减持
MAR
MARRIOTT INTL INC NEW
-$62.4M
900,000
-33%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$59.6M
1,625,820
-1%
清仓
TWLO
TWILIO INC
-$58.5M
0
-100%
减持
PATH
UIPATH INC
+$55.0M
7,788,811
-4%
减持
RNG
RINGCENTRAL INC
-$53.0M
1,528,157
-57%
减持
BKNG
BOOKING HOLDINGS INC
-$50.8M
90,000
-25%
增持
MLM
MARTIN MARIETTA MATLS INC
+$46.6M
389,669
+8%
减持
EXPE
EXPEDIA GROUP INC
-$46.1M
1,777,538
-42%
减持
—
LAM RESEARCH CORP
+$45.7M
293,046
-0%
减持
—
ELASTIC N V
-$44.0M
1,048,620
-47%
减持
V
VISA INC
+$43.9M
1,470,453
-0%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$39.5M
0
-100%
增持
BEKE
KE HLDGS INC
+$38.6M
11,137,381
+22%
减持
DASH
DOORDASH INC
+$37.9M
4,000,000
-11%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$37.9M
2,241,832
+15%
增持
—
SMARTSHEET INC
+$33.7M
1,835,628
+37%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$33.0M
1,805,054
-0%
减持
TDG
TRANSDIGM GROUP INC
+$32.8M
195,962
-0%
减持
DT
DYNATRACE INC
-$27.2M
1,118,990
-41%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$26.1M
1,300,000
-26%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$26.1M
57,525
-0%
减持
CG
CARLYLE GROUP INC
-$23.5M
7,896,041
-31%
减持
MA
MASTERCARD INCORPORATED
+$23.1M
779,375
-0%
减持
—
DLOCAL LTD
-$22.5M
4,545,961
-15%
减持
PCTY
PAYLOCITY HLDG CORP
-$21.9M
218,745
-31%
减持
SQ
BLOCK INC
+$21.3M
1,520,000
-30%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$21.0M
358,845
-22%
减持
XMTR
XOMETRY INC
+$20.8M
1,100,897
-0%
减持
TJX
TJX COS INC NEW
-$20.4M
4,864,872
-9%
减持
SPGI
S&P GLOBAL INC
+$12.7M
169,700
-0%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$12.1M
3,604,096
+4%
减持
—
BLUEPRINT MEDICINES CORP
+$12.0M
643,928
-32%
增持
—
STEM INC
+$11.4M
7,188,612
+85%
减持
AMT
AMERICAN TOWER CORP NEW
-$10.9M
429,125
-32%
清仓
—
89BIO INC
-$10.8M
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$10.2M
2,118,141
-7%
增持
CRBU
CARIBOU BIOSCIENCES INC
+$10.0M
3,113,564
+89%
清仓
—
ALLOVIR INC
-$9.9M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$9.7M
307,252
-9%
减持
ADI
ANALOG DEVICES INC
-$9.1M
2,316,922
-14%
增持
—
MARQETA INC
+$8.6M
5,652,818
+10%
建仓
CABA
CABALETTA BIO INC
+$8.2M
360,000
减持
—
XP INC
+$7.8M
2,614,733
-0%
减持
—
RINGCENTRAL INC
-$7.8M
30,000,000
-25%
减持
CTAS
CINTAS CORP
+$7.2M
59,232
-0%
减持
PMVP
PMV PHARMACEUTICALS INC
-$7.1M
2,345,361
-0%
减持
VMC
VULCAN MATLS CO
+$7.0M
667,789
-7%
减持
ROST
ROSS STORES INC
+$7.0M
1,614,483
-16%
减持
LOW
LOWES COS INC
+$6.5M
449,501
-0%
减持
KROS
KEROS THERAPEUTICS INC
+$6.1M
1,498,907
-11%
增持
MREO
MEREO BIOPHARMA GROUP PLC
+$5.0M
4,238,100
+13%
减持
TER
TERADYNE INC
+$4.6M
1,145,014
-4%
减持
YUM
YUM BRANDS INC
+$3.2M
566,369
-0%
减持
LVS
LAS VEGAS SANDS CORP
+$2.2M
4,050,000
-6%
减持
JD
JD.COM INC
-$1.9M
3,236,205
-1%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$1.8M
1,669,484
-0%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$868.8K
22,304,750
+1%
