Alkeon Capital Management LLC - Q42025 Holdings

Alkeon Capital Management LLC holds 98 stocks with a total portfolio value of $ 63.13B as of Q42025. In Q42025, Alkeon Capital Management LLC added 15 new positions, increased stakes in 19 stocks, reduced 34 holdings, and fully exited 13 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 24.12% of the total portfolio.