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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NOWServicenow Inc
Recent Activity
Increased 76.88%
1.09%
$632.781M↑ Call
707,500 shares@ $894.4 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -0.07%
0.92%
$532.898M
2.315M shares@ $230.18 avg price
DASHDoordash Inc
Recent Activity
Increased 48.8%
0.91%
$530.956M↑ Call
3.72M shares@ $142.73 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -9.92%
0.89%
$515.049M
4.382M shares@ $117.54 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Increased 31.35%
0.87%
$507.1M↑ Call
2.2M shares@ $230.5 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -11.11%
0.87%
$505.454M↑ Call
120,000 shares@ $4212.13 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -0.06%
0.8%
$463.409M
556,147 shares@ $833.26 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.78%
$454.538M↑ Call
2.635M shares@ $172.5 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -0.05%
0.76%
$440.045M
1.624M shares@ $271.04 avg price
VVisa Inc
Recent Activity
Decreased -0.06%
0.7%
$404.026M
1.469M shares@ $274.96 avg price