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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Alkeon Capital Management
Value
$63.1B
Stocks
39 Stocks
Turnover
0.0%
Top Holdings
NVDA(5.57%) AMZN(4.89%) GOOG(4.65%) SPY(4.42%) AMD(4.03%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corp. | Information Technology | $1341.8M | 0 | 5.6% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $1176.4M | 0 | 4.9% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $1118.7M | 0 | 4.7% | 0 | No Change |
| SPY | None | SPDR S&P 500 ETF Trust | General | $1065.0M | 0 | 4.4% | 0 | No Change |
| AMD | None | Advanced Micro Devices, Inc. | Information Technology | $970.5M | 0 | 4.0% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $943.1M | 0 | 3.9% | 0 | No Change |
| AMAT | None | Applied Materials, Inc. | Information Technology | $909.9M | 0 | 3.8% | 0 | No Change |
| TER | None | Teradyne Inc. | Information Technology | $892.8M | 0 | 3.7% | 0 | No Change |
| APH | None | Amphenol Corporation | Information Technology | $849.2M | 0 | 3.5% | 0 | No Change |
| MCHPP | None | MICROCHIP TECHNOLOGY INC. | General | $822.6M | 0 | 3.4% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 21 | $13755.0M | 57.1% |
| General | 5 | $3365.5M | 14.0% |
| Consumer Discretionary | 5 | $2716.9M | 11.3% |
| Communication Services | 2 | $2061.8M | 8.6% |
| Financials | 2 | $763.5M | 3.2% |
| Industrials | 2 | $727.8M | 3.0% |
| Materials | 1 | $365.8M | 1.5% |
| Utilities | 1 | $321.4M | 1.3% |