How many shares of VMC does ALKEON CAPITAL MANAGEMENT LLC own?

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 1.5M shares of VMC (VULCAN MATERIALS CO).

What is ALKEON CAPITAL MANAGEMENT LLC's VMC position worth?

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC's VMC position is worth $436.2M.

When did ALKEON CAPITAL MANAGEMENT LLC first buy VMC?

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in VMC in 2018-Q4. They have held the position across 31 quarters.

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ALKEON CAPITAL MANAGEMENT LLC

VMC
31 quarters

Position history for ALKEON CAPITAL MANAGEMENT LLC's holdings in VULCAN MATERIALS CO

Current Value

$436.2M

Current Shares

1.5M

Total Value Change

+$363.9M

Total Shares Change

+746,452

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	1.5M	0.0%	$436.2M	0.6%	$294.46	0
2026-Q1	Unchanged	1.5M	0.0%	$402.6M	0.7%	$271.26	0
2025-Q4	Unchanged	1.5M	0.0%	$421.7M	0.7%	$283.59	0
2025-Q3	Unchanged	1.5M	0.0%	$454.9M	0.7%	$305.34	0
2025-Q2	Increased	1.5M	+10.5%	$385.7M	0.6%	$258.46	49
2025-Q1	Increased	1.3M	+4.4%	$312.2M	0.7%	$230.77	46
2024-Q4	Increased	1.3M	+54.1%	$329.8M	0.7%	$253.88	61
2024-Q3	Decreased	832,001	-0.1%	$208.4M	0.4%	$246.74	0
2024-Q2	Increased	832,789	+5.7%	$207.1M	0.3%	$244.55	39
2024-Q1	Increased	787,789	+18.0%	$215M	0.4%	$267.92	43
2023-Q4	Decreased	667,789	-6.7%	$151.6M	0.3%	$222.46	0
2023-Q3	Decreased	715,773	-0.1%	$144.6M	0.3%	$197.57	0
2023-Q2	Increased	716,337	+39.0%	$161.5M	0.3%	$220.05	48
2023-Q1	Decreased	515,309	-12.9%	$88.4M	0.2%	$167.09	0
2022-Q4	Decreased	591,790	-12.4%	$103.6M	0.4%	$170.14	0
2022-Q3	Decreased	675,314	-34.5%	$106.5M	0.3%	$152.89	0
2022-Q2	Increased	1M	+39.0%	$146.4M	0.4%	$137.45	48
2022-Q1	Increased	741,322	+4.5%	$136.2M	0.3%	$177.24	38
2021-Q4	Decreased	709,740	-27.9%	$147.3M	0.3%	$199.85	0
2021-Q3	Decreased	984,740	-0.1%	$166.6M	0.3%	$162.56	0
2021-Q2	Increased	986,129	+11.3%	$171.7M	0.3%	$166.95	40
2021-Q1	Increased	886,129	+8.7%	$149.5M	0.2%	$161.52	39
2020-Q4	Decreased	815,487	-10.9%	$120.9M	0.2%	$141.65	0
2020-Q3	Increased	915,487	+8.9%	$124.1M	0.2%	$129.13	39
2020-Q2	Decreased	840,487	-5.6%	$97.4M	0.2%	$110.08	0
2020-Q1	Unchanged	890,487	0.0%	$96.2M	0.4%	$102.35	0
2019-Q4	Decreased	890,487	-0.5%	$128.2M	0.5%	$136.01	0
2019-Q3	Increased	894,487	+10.8%	$135.3M	0.5%	$142.54	40
2019-Q2	Increased	806,987	+10.3%	$110.8M	0.4%	$129.13	40
2019-Q1	Decreased	731,987	-0.0%	$86.7M	0.4%	$111.08	0
2018-Q4	New	732,194	-	$72.3M	0.5%	$92.44	49

Other major holders of VMC: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, JPMORGAN CHASE & CO

VMC31 quarters

VMC
31 quarters