ALKEON CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $74.1B in reported equity holdings across 93 positions. The largest holdings are IWM (24.9%), SPY (21.2%), TSM (3.3%), LRCX (3.1%), KLAC (2.3%). The portfolio is concentrated in Other (86.9%), Technology (6.8%), Communication Services (3.3%). Data sourced from SEC EDGAR 13F filings (CIK 1230239).