Jennifer Shufro
@Alkeon Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$58.349BTotal holdings86
Assets growth rate-4.33%Assets growth rate (2-Q avg)0.18%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Alkeon Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 86 positions.
Assets under management
The assets under management (AUM) of Alkeon Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 58.349B in assets, with a quarterly growth rate of -4.33% and a 2-quarter average growth rate of 0.18%. The portfolio is managed by Jennifer Shufro, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVGOBroadcom Inc
| 0.78% | $454.538M↑ Call 2.635M shares@ $172.5 avg price | New Position |
HUBSHubspot Inc
| 0.03% | $15.948M 30,000 shares@ $531.6 avg price | New Position |
ALABAstera Labs Inc
| 0.03% | $13.098M 250,000 shares@ $52.39 avg price | New Position |
KVYOKlaviyo Inc
| 0.02% | $10.614M 300,000 shares@ $35.38 avg price | New Position |