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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
MELIMercadolibre Inc
Recent Activity
Decreased -9.56%
0.68%
$391.171M
190,633 shares@ $2051.96 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.06%
0.66%
$384.61M
778,879 shares@ $493.81 avg price
AMATApplied Matls Inc
Recent Activity
Increased 87.72%
0.66%
$379.275M
1.877M shares@ $202.06 avg price
EQIXEquinix Inc
Recent Activity
Decreased -0.06%
0.63%
$363.018M
408,975 shares@ $887.63 avg price
LRCXLam Research Corp
Recent Activity
Increased 12.71%
0.62%
$361.497M
442,967 shares@ $816.08 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -44.6%
0.61%
$355.591M
1.368M shares@ $260.02 avg price
CGCarlyle Group Inc
Recent Activity
Decreased -0.07%
0.61%
$354.81M
8.24M shares@ $43.07 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -0.06%
0.59%
$338.591M
668,637 shares@ $506.39 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -0.06%
0.56%
$322.277M
4.288M shares@ $75.16 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -0.04%
0.5%
$289.322M
1.801M shares@ $160.64 avg price