Portfolio (Quarterly) Guide ↗

ALKEON CAPITAL MANAGEMENT LLC

· CIK 0001230239

13F Portfolio $74.1B AUM 203 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 19 New 34 Added 36 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	ONESTREAM INC	—	475,000	$8.7M	0.01%	SOLD
22	BTDR	BITDEER TECHNOLOGIES GROUP	Technology	475,000	$5.3M	0.01%	SOLD

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Sector Allocation

Technology 47.4%

Communication Services 12.7%

Consumer Cyclical 12.1%

Financial Services 11.0%

Industrials 7.8%

Basic Materials 3.6%

Utilities 3.2%

Real Estate 1.4%

Healthcare 0.5%

Consumer Defensive 0.3%