ALKEON CAPITAL MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $59.5B in reported equity holdings across 90 positions. The largest holdings are SPY (23.0%), IWM (22.8%), TSM (5.5%), NVDA (3.1%), AMZN (2.8%). The portfolio is concentrated in Other (83.5%), Technology (7.9%), Communication Services (4.5%). Data sourced from SEC EDGAR 13F filings (CIK 1230239).