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Free — 5 of 61

Data as of Q4 2025

All position changes for ALKEON CAPITAL MANAGEMENT LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	TSM TAIWAN SEMICONDUCTOR MFG LTD	Increased	5.4M	+3.3%	$1.7B	2.6%	57
2025-Q4	AMZN Amazon.com Inc	Decreased	5.8M	-3.7%	$1.3B	2.1%	0
2025-Q4	META Meta Platforms Inc	Decreased	2M	-3.3%	$1.3B	2.1%	0
2025-Q4	QQQ INVESCO QQQ TR	Increased	1.4M	+67.3%	$873.5M	1.4%	74
2025-Q4	ADI Analog Devices Inc	Decreased	2M	-28.3%	$547.5M	0.9%	0
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