Alkeon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Panayotis Sparaggis · $74.1B across 203 holdings 🟢 Bought: $QQQ, $NVDA, $AMD, $AMAT +40 more 🔴 Sold: $QQQ, $NVDA, $TSM, $AAPL +37 more
alt text
Alkeon Capital Management 13F
1 comments — live from bluesky
fundfollower.bsky.social · 0 · 17h ago The full updated portfolio 👇
https://fundfollower.xyz/institution/alkeon-capital-management
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.