Fund manager
Alkeon Capital
Alkeon Capital · Growth
Technology-focused growth manager. Added from a public list of the largest hedge fund managers.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Taiwan Semiconductor Manufac (TSM) | 6.5% | $1.7B |
| Amazon Com Inc (AMZN) | 5.3% | $1.4B |
| Lam Research Corp (LRCX) | 5.1% | $1.3B |
| Alphabet Inc (GOOGL) | 5.1% | $1.3B |
| Invesco Qqq Tr (QQQ) | 4.6% | $1.2B |
| Kla Corp (KLAC) | 4.4% | $1.1B |
| Meta Platforms Inc (META) | 4.2% | $1.1B |
| Applied Matls Inc (AMAT) | 4.2% | $1.1B |
| Teradyne Inc (TER) | 4.0% | $1.0B |
| Amphenol Corp (APH) | 3.9% | $1.0B |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $25.9B across 79 positions.