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 |
---|---|---|---|
EXPEExpedia Group Inc
| 0.4% | $233.349M 1.576M shares@ $148.03 avg price | Increased 46.31% |
YMMFull Truck Alliance Co Ltd
| 0.38% | $218.732M 24.277M shares@ $9.02 avg price | Increased 3.95% |
PWRQuanta Svcs Inc
| 0.34% | $193.798M 650,000 shares@ $298.15 avg price | Increased 62.5% |
ARGXArgenx Se
| 0.33% | $187.018M 345,000 shares@ $542.08 avg price | Increased 15% |
SSNCSs&c Technologies Hldgs Inc
| 0.3% | $171.889M 2.316M shares@ $74.21 avg price | Increased 9.36% |
RAREUltragenyx Pharmaceutical In
| 0.29% | $167.301M 3.012M shares@ $55.56 avg price | Increased 34.35% |
APHAmphenol Corp New
| 0.27% | $156.384M 2.4M shares@ $65.16 avg price | Increased 15.39% |
KROSKeros Therapeutics Inc
| 0.19% | $110.194M 1.898M shares@ $58.07 avg price | Increased 18.69% |
SRPTSarepta Therapeutics Inc
| 0.14% | $79.161M 633,845 shares@ $124.9 avg price | Increased 13.43% |
RYTMRhythm Pharmaceuticals Inc
| 0.11% | $61.176M 1.168M shares@ $52.39 avg price | Increased 16.77% |