StockDriftsStockDriftsTop 50 Alkeon Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.3% | 5.42M | $1.83B | -0.31%(-17.00K) | $105.07(+284.84%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.59% | 5.06M | $1.45B | -12.82%(-743.94K) | $117.63(+237.30%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.56% | 2.15M | $1.23B | +7.67%(+152.77K) | $199.35(+208.12%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.48% | 5.81M | $1.21B | +0.14%(+8.40K) | $97.34(+171.36%) | 2026-03-31 | |
| KLAC | KLA CORP | 3.87% | 580.9K | $855.3M | -18.22%(-129.45K) | $436.95(+312.94%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.77% | 3.90M | $833.4M | -39.25%(-2.52M) | $65.71(+333.27%) | 2026-03-31 | |
| TER | TERADYNE INC | 3.75% | 2.79M | $827.0M | +14.66%(+356.60K) | $112.80(+199.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.47% | 1.33M | $765.2M | -6.77%(-96.20K) | $461.45(+53.63%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.98% | 2.07M | $657.6M | +2.39%(+48.25K) | $148.87(+180.45%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.84% | 2.50M | $626.9M | +24.90%(+498.87K) | $161.54(+129.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.48% | +122.13% |
| Top 20 Holdings Unweighted | +24.90% | +94.86% |
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