Question 1

Does Alkeon Capital Management own DELL stock?

Accepted Answer

No. Alkeon Capital Management exited its DELL (Dell Technologies) position in Q1 2026. Its Q4 2025 13F listed 1,062,409 shares worth $133.7M.

Question 2

How many shares of DELL does Alkeon Capital Management own?

Accepted Answer

None since Q1 2026, when Alkeon Capital Management exited the position. Its Q4 2025 13F listed 1,062,409 shares worth $133.7M.

Question 3

What is Alkeon Capital Management's DELL position worth?

Accepted Answer

Alkeon Capital Management's DELL position was worth $133.7M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Alkeon Capital Management buying or selling DELL?

Accepted Answer

In Q1 2026, Alkeon Capital Management exited its entire DELL position.

Question 5

When did Alkeon Capital Management first buy DELL?

Accepted Answer

Alkeon Capital Management first reported DELL in its Q2 2023 13F and listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$163.13	0
2025-Q4	Decreased	1.1M	-32.0%	$133.7M	0.2%	$124.57	0
2025-Q3	Decreased	1.6M	-39.0%	$221.5M	0.3%	$139.79	0
2025-Q2	Decreased	2.6M	-19.4%	$314.2M	0.5%	$120.40	0
2025-Q1	Increased	3.2M	+41.4%	$289.7M	0.6%	$88.94	58
2024-Q4	Increased	2.2M	+4.7%	$258.9M	0.5%	$112.00	45
2024-Q3	Increased	2.1M	+48.3%	$254.5M	0.4%	$114.80	51