Generalist · New York, NY
Alkeon Capital Management LLC
- Software
- $2.2B
- Weight of 13F
- 3.0%
- Names
- 9
- Vs prior quarter
- +$218M
Filed 14 August 2026.
203 positions in the whole 13F.
Software held
- CadenceCDNS1,622,874 shares · 28.3% of their software$609MFlat
- SynopsysSNPS1,270,948 shares · 26.3% of their software$567M−$55.3M
- TwilioTWLO2,335,700 shares · 22.4% of their software$482M+$250M
- MicrosoftMSFT851,176 shares · 14.8% of their software$318M−$127M
- SS&CSSNC1,764,916 shares · 5.1% of their software$110MFlat
- ToastTOST1,238,096 shares · 1.6% of their software$34.4MFlat
- UiPathPATH2,611,276 shares · 1.3% of their software$28.4MFlat
- PaylocityPCTY24,683 shares · 0.1% of their software$2.6MFlat
- JFrogFROG14,425 shares · 0.1% of their software$1.3MFlat