ALKEON CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $63.1B in reported equity holdings across 98 positions. The largest holdings are SPY (24.1%), IWM (22.9%), TSM (3.7%), GOOG (3.1%), AMZN (2.9%). The portfolio is concentrated in Other (84.8%), Technology (5.8%), Communication Services (5.2%). Data sourced from SEC EDGAR 13F filings (CIK 1230239).