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Alkeon Capital Management — Position History

Quarter-by-quarter 13F position matrix. Each cell shows the reported share count; New marks a fresh position, a dash means the position was fully exited that quarter.

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SymbolCompany Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
QQQ INVESCO QQQ TR 42.75M New 37.24M Reduce 40.99M Add 38.89M Reduce 31.03M Reduce 30.99M 51.39M Add 79.92M Add 79.20M Reduce 37.22M Reduce 37.22M 37.22M 43.02M Add 28.22M Reduce 28.22M 25.63M Reduce 26.48M Add 23.55M Reduce 23.48M 25.09M Add
SPY STATE STR SPDR S&P 500 ETF T 21.50M New 10.60M Reduce 10.60M 7.50M Reduce 7.50M 7.49M 13.49M Add 6.00M Reduce 6.00M 12.00M Add 17.00M Add 17.20M Add 17.20M 17.20M 17.20M 23.90M Add 23.90M 22.33M Reduce 21.00M Reduce 21.00M
TSM TAIWAN SEMICONDUCTOR MANUFAC 3.06M New 4.08M Add 5.55M Add 5.83M Add 6.94M Add 7.73M Add 11.07M Add 8.62M Reduce 7.90M Reduce 7.40M Reduce 17.13M Add 15.56M Reduce 11.55M Reduce 10.95M Reduce 13.86M Add 11.70M Reduce 11.26M Reduce 7.61M Reduce 9.72M Add 5.19M Reduce
LRCX LAM RESEARCH CORP — — — — — — — — — — — — — 6.46M New 7.95M Add 8.50M Add 6.42M Reduce 10.42M Add 5.19M Reduce 5.30M Add
KLAC KLA CORP 1.65M New 1.69M Add 1.62M Reduce 1.75M Add 1.26M Reduce 700.22K Reduce 607.12K Reduce 756.91K Add 1.16M Add 742.88K Reduce 742.88K 896.37K Add 945.84K Add 1.01M Add 1.01M 980.37K Reduce 710.37K Reduce 1.11M Add 780.91K Reduce 5.76M Add
NVDA NVIDIA CORPORATION — 800.00K New 1.60M Add — — — — 1.30M New 4.16M Add 2.75M Reduce 4.02M Add 23.52M Add 16.13M Reduce 13.73M Reduce 10.93M Reduce 7.58M Reduce 5.21M Reduce 7.71M Add 10.64M Add 8.67M Reduce
AMZN AMAZON COM INC 251.84K New 376.84K Add 473.22K Add 9.38M Add 8.99M Reduce 9.33M Add 13.13M Add 15.10M Add 20.56M Add 20.43M Reduce 23.20M Add 21.41M Reduce 12.71M Reduce 11.06M Reduce 12.37M Add 13.58M Add 10.25M Reduce 7.90M Reduce 8.01M Add 6.81M Reduce
MSFT MICROSOFT CORP 3.10M New 2.70M Reduce 2.10M Reduce 1.66M Reduce 2.54M Add 2.59M Add 3.01M Add 4.88M Add 3.58M Reduce 4.48M Add 5.28M Add 8.13M Add 4.23M Reduce 4.23M 4.23M 3.73M Reduce 4.93M Add 3.48M Reduce 1.20M Reduce 3.65M Add
GOOGL ALPHABET INC 510.89K New 550.89K Add 494.33K Reduce 663.45K Add 8.98M Add 6.29M Reduce 5.93M Reduce 9.64M Add 9.71M Add 14.08M Add 8.68M Reduce 8.67M 5.92M Reduce 5.22M Reduce 5.22M 8.86M Add 7.80M Reduce 6.30M Reduce 5.06M Reduce 3.69M Reduce
AMD ADVANCED MICRO DEVICES INC 1.54M New — 1.50M New 2.00M Add 2.00M 2.00M 2.00M — — — — — — — — — — 3.75M New 2.00M Reduce 2.00M
MCHP MICROCHIP TECHNOLOGY INC. — — — — — — — — — — — — — — — — — 2.80M New 7.00M Add 12.10M Add
META META PLATFORMS INC. CLASS A 4.08M New 3.33M Reduce 6.28M Add 9.04M Add 8.60M Reduce 12.87M Add 10.85M Reduce 10.88M 11.18M Add 6.74M Reduce 7.94M Add 6.59M Reduce 3.19M Reduce 2.99M Reduce 2.78M Reduce 2.14M Reduce 2.68M Add 1.99M Reduce 2.15M Add 1.95M Reduce
AMAT APPLIED MATLS INC — — — — — — — — — — — 1.00M New 1.88M Add 45.00K Reduce 45.00K 45.00K — — — 1.50M New
TER TERADYNE INC 3.97M New 3.74M Reduce 3.49M Reduce 2.95M Reduce 2.45M Reduce 2.14M Reduce 1.35M Reduce 1.19M Reduce 1.19M 1.15M Reduce 1.15M 1.90M Add 1.14M Reduce 1.54M Add 1.48M Reduce 1.93M Add 2.87M Add 2.43M Reduce 2.79M Add 2.16M Reduce
APH AMPHENOL CORP — — — — — — — — — — — 2.08M New 2.40M Add 2.40M 2.55M Add 2.67M Add 4.10M Add 3.74M Reduce 4.62M Add 5.73M Add
AVGO BROADCOM INC — — — — — — — — — — — — 2.63M New 1.25M Reduce 980.00K Reduce — 2.30M New 1.00M Reduce 2.44M Add 2.60M Add
INTC INTEL CORP — — — — — — — 4.00M New 11.00M Add — 8.00M New — — — — — — — 7.00M New 7.02M
AAPL APPLE INC 2.33M New 3.03M Add 2.04M Reduce 56.63K Reduce 4.06M Add 679.33K Reduce 56.63K Reduce 56.63K 56.63K 56.63K 56.63K 56.63K 56.63K 56.63K 56.63K 56.63K 3.66M Add 2.48M Reduce 3.69M Add 3.06M Reduce
ADI ANALOG DEVICES INC 2.29M New 2.29M 2.44M Add 3.02M Add 2.34M Reduce 2.04M Reduce 2.78M Add 2.68M Reduce 2.68M 2.32M Reduce 2.32M 2.32M 2.32M 2.32M 2.31M 2.81M Add 2.81M 2.02M Reduce 2.07M Add 2.07M
ARM ARM HOLDINGS PLC — — — — — — — — — — — — — — — — — — — 2.21M New
CDNS CADENCE DESIGN SYSTEM INC 5.24M New 4.31M Reduce 4.20M Reduce 3.57M Reduce 3.20M Reduce 2.79M Reduce 2.41M Reduce 2.12M Reduce 1.64M Reduce 1.63M Reduce 1.62M 1.62M 1.62M 1.62M 1.62M 1.62M 1.62M 1.62M 1.62M 1.62M
PLTR PALANTIR TECHNOLOGIES INC — — — — — — — — — — — — — — — — — 1.50M New 3.00M Add 5.00M Add
TSLA TESLA INC — — 600.00K New 750.00K Add 2.25M Add 2.25M 3.00M Add 3.00M 3.00M 3.60M Add 4.27M Add 5.40M Add 6.00M Add — 2.00M New 3.40M Add 5.00M Add 1.00M Reduce 1.10M Add 1.35M Add
SNPS SYNOPSYS INC 3.35M New 2.63M Reduce 2.39M Reduce 2.15M Reduce 1.92M Reduce 1.67M Reduce 1.44M Reduce 1.27M Reduce 919.82K Reduce 669.07K Reduce 669.07K 669.07K 668.64K 668.64K 668.28K 668.28K 668.28K 1.00M Add 1.57M Add 1.27M Reduce
DASH DOORDASH INC 1.85M New 2.02M Add 1.63M Reduce 1.60M Reduce 2.50M Add 3.49M Add 3.49M 3.19M Reduce 4.50M Add 4.00M Reduce 4.30M Add 2.50M Reduce 3.72M Add 3.00M Reduce 4.57M Add 4.05M Reduce 5.10M Add 2.68M Reduce 2.78M Add 3.00M Add
BKNG BOOKING HOLDINGS INC. 275.00K New 200.00K Reduce 200.00K 200.00K 200.00K 297.90K Add 318.80K Add 180.00K Reduce 120.00K Reduce 90.00K Reduce 85.00K Reduce 135.00K Add 120.00K Reduce 80.00K Reduce 100.00K Add 120.00K Add 130.00K Add 175.00K Add 150.00K Reduce 3.10M Add
SHOP SHOPIFY INC 11.00M New 11.00M 4.00M Reduce 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M 4.00M — 2.25M New 4.00M Add 4.50M Add
V VISA INC 1.13M New 1.43M Add 2.20M Add 2.36M Add 2.31M Reduce 2.01M Reduce 1.73M Reduce 1.52M Reduce 1.47M Reduce 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M 1.47M
TWLO TWILIO INC 1.60M New 887.27K Reduce 818.50K Reduce 1.77M Add 1.51M Reduce 2.04M Add 2.71M Add 1.84M Reduce 1.00M Reduce — — — — — — — — 250.00K New 1.84M Add 2.34M Add
NOK NOKIA CORP — — — — — — — — — — — — — — — — — — — 36.00M New
MKSI MKS INSTRS INC — — — — — — — — — — — — — — — — — — — 1.07M New
VRT VERTIV HOLDINGS CO — — — — — — — — — — — — — — — — 720.00K New 2.00M Add 2.50M Add 1.42M Reduce
EXPE EXPEDIA GROUP INC 2.56M New 2.96M Add 2.11M Reduce 2.09M Reduce 2.88M Add 2.96M Add 3.06M Add 3.06M 3.06M 1.78M Reduce 1.18M Reduce 1.08M Reduce 1.58M Add 1.98M Add 2.38M Add 2.48M Add 2.48M 2.48M 2.48M 1.83M Reduce
VMC VULCAN MATLS CO 984.74K New 709.74K Reduce 741.32K Add 1.03M Add 675.31K Reduce 591.79K Reduce 515.31K Reduce 716.34K Add 715.77K 667.79K Reduce 787.79K Add 832.79K Add 832.00K 1.28M Add 1.34M Add 1.48M Add 1.48M 1.48M 1.48M 1.48M
TJX TJX COS INC NEW 6.58M New 7.38M Add 6.10M Reduce 5.71M Reduce 5.15M Reduce 5.08M Reduce 5.27M Add 5.11M Reduce 5.36M Add 4.86M Reduce 4.86M 4.86M 4.38M Reduce 3.95M Reduce 3.45M Reduce 3.45M 3.45M 2.80M Reduce 2.80M 2.80M
MA MASTERCARD INCORPORATED 741.09K New 1.14M Add 1.28M Add 1.26M Reduce 1.23M Reduce 1.07M Reduce 915.32K Reduce 804.41K Reduce 781.25K Reduce 779.38K 779.38K 779.38K 778.88K 778.88K 778.47K 778.47K 778.47K 778.47K 778.47K 778.47K
BWXT BWX TECHNOLOGIES INC — — — — — — — — — — — — — — — 600.05K New 1.58M Add 1.58M 1.74M Add 2.02M Add
HLT HILTON WORLDWIDE HLDGS INC 2.50M New 2.50M 2.50M 2.50M 2.25M Reduce 2.75M Add 3.25M Add 2.50M Reduce 1.75M Reduce 1.30M Reduce 1.50M Add 1.68M Add 2.20M Add 2.20M 2.85M Add 1.50M Reduce 1.50M 1.50M 1.43M Reduce 1.19M Reduce
ETR ENTERGY CORP NEW — — — — — — — — — — — — — — 2.27M New 2.60M Add 3.00M Add 2.74M Reduce 3.33M Add 3.34M
SIMO SILICON MOTION TECHNOLOGY CO — — — — — — — — — — — — — — — — — — — 1.10M New
MAR MARRIOTT INTL INC NEW — — — 1.00M New 1.25M Add 1.25M 1.25M 1.68M Add 1.35M Reduce 900.00K Reduce 1.15M Add 1.15M — 770.00K New 1.20M Add 1.20M 1.61M Add 1.86M Add 1.57M Reduce 985.00K Reduce
MLM MARTIN MARIETTA MATLS INC 669.45K New 299.91K Reduce 292.34K Reduce 464.43K Add 414.70K Reduce 359.40K Reduce 306.32K Reduce 371.19K Add 360.11K Reduce 389.67K Add 481.67K Add 526.67K Add 526.20K 771.20K Add 770.35K 802.35K Add 747.35K Reduce 747.35K 747.35K 627.35K Reduce
EQIX EQUINIX INC 478.23K New 478.23K 466.02K Reduce 418.81K Reduce 374.08K Reduce 324.18K Reduce 277.13K Reduce 320.11K Add 320.11K 419.70K Add 409.23K Reduce 409.23K 408.98K 408.98K 358.77K Reduce 233.78K Reduce 233.78K 233.78K 233.78K 333.77K Add
CEG CONSTELLATION ENERGY CORP — — — — — — — — — — 1.04M New 2.47M Add 1.37M Reduce 1.27M Reduce 891.22K Reduce 1.14M Add 1.04M Reduce 1.37M Add 1.37M 1.28M Reduce
UBER UBER TECHNOLOGIES INC 7.29M New 8.49M Add 8.27M Reduce 8.13M Reduce 10.51M Add 12.81M Add 11.21M Reduce 9.86M Reduce 7.61M Reduce 3.79M Reduce 4.79M Add 4.29M Reduce 4.29M 3.46M Reduce 3.46M 2.96M Reduce 3.36M Add 3.36M 3.86M Add 4.34M Add
VST VISTRA CORP — — — — — — — — — — 1.28M New 4.42M Add 2.22M Reduce 1.55M Reduce 356.36K Reduce 1.36M Add 1.51M Add 1.95M Add 2.55M Add 1.95M Reduce
PWR QUANTA SVCS INC — — — — — — — — — — — 400.00K New 650.00K Add 701.28K Add 700.98K 700.98K 700.98K 500.98K Reduce 400.98K Reduce 400.98K
GLW CORNING INC — — — — — — — — — — — — — — — — — — — 1.02M New
CG CARLYLE GROUP INC 7.68M New 8.78M Add 11.35M Add 12.99M Add 12.79M Reduce 13.13M Add 12.60M Reduce 12.13M Reduce 11.43M Reduce 7.90M Reduce 8.65M Add 8.25M Reduce 8.24M 5.24M Reduce 5.24M 5.94M Add 5.94M 5.94M 5.94M 5.94M
SOXX ISHARES TR — — — — — — — — — — — — — — — — — 192.60K New 310.70K Add 371.20K Add
ICE INTERCONTINENTAL EXCHANGE IN 3.35M New 3.35M 2.42M Reduce 2.58M Add 2.57M 2.23M Reduce 1.92M Reduce 1.68M Reduce 1.81M Add 1.81M 1.80M 1.80M 1.80M 1.80M 1.80M 1.80M 1.80M 1.80M 1.80M 1.80M
CRH CRH PLC — — — — — — — — — — — — — — — — 1.75M New 1.80M Add 2.05M Add 2.05M
NVT NVENT ELEC PLC — — — — — — — — — — — — — — — — — — — 1.22M New
TDG TRANSDIGM GROUP INC 615.72K New 615.72K 507.72K Reduce 411.61K Reduce 368.88K Reduce 259.33K Reduce 222.82K Reduce 196.18K Reduce 196.18K 195.96K 195.96K 195.96K 195.79K 245.79K Add 245.61K 195.61K Reduce 195.61K 165.61K Reduce 149.08K Reduce 149.08K
MELI MERCADOLIBRE INC 445.14K New 400.43K Reduce 422.25K Add 440.02K Add 449.25K Add 406.87K Reduce 443.76K Add 390.49K Reduce 320.49K Reduce 215.30K Reduce 215.30K 210.80K Reduce 190.63K Reduce 190.63K 220.50K Add 240.50K Add 240.50K 240.50K 180.50K Reduce 109.50K Reduce
BURL BURLINGTON STORES INC 954.77K New 1.21M Add 1.10M Reduce 830.43K Reduce — — — — — — — — — — 300.00K New 350.00K Add 525.00K Add 525.00K 545.00K Add 585.00K Add
CP CANADIAN PACIFIC KANSAS CITY — — — — — — — — — — — — — — 1.10M New 2.00M Add 2.00M 2.00M 2.00M 2.00M
RTX RTX CORPORATION 2.64M New 2.84M Add 2.42M Reduce — — — — — — — — — — — — — — 1.25M New 1.25M 890.00K Reduce
WYNN WYNN RESORTS LTD — — — — — — 2.00M New 2.79M Add 2.47M Reduce 2.47M 2.95M Add 2.90M Reduce 3.00M Add 2.90M Reduce 3.00M Add 3.60M Add 5.00M Add 1.44M Reduce 1.44M 1.65M Add
NI NISOURCE INC — — — — — — — — — — — — — — 2.46M New 2.56M Add 3.10M Add 3.23M Add 3.37M Add 3.37M
GE GE AEROSPACE — — — — — — — — — — — 300.00K New 300.00K 700.00K Add 700.00K 700.00K 700.00K 700.00K 700.00K 320.00K Reduce
BABA ALIBABA GROUP HLDG LTD 767.45K New 5.92M Add 3.00M Reduce 2.67M Reduce 2.25M Reduce 2.23M Reduce 4.61M Add 4.01M Reduce 1.65M Reduce 702.30K Reduce — — — — — 1.62M New — — 500.00K New 1.20M Add
GLD SPDR GOLD TR — — — — — — — — — — — — — — — — — — 300.00K New 300.00K
SSNC SS&C TECH HLDGS 5.39M New 5.39M 3.77M Reduce 3.71M Reduce 3.45M Reduce 2.99M Reduce 2.66M Reduce 2.45M Reduce 2.27M Reduce 2.12M Reduce 2.12M 2.12M 2.32M Add 1.97M Reduce 1.96M 1.96M 1.76M Reduce 1.76M 1.76M 1.76M
SHW SHERWIN WILLIAMS CO 736.94K New 736.94K 777.62K Add 862.79K Add 771.32K Reduce 719.17K Reduce 620.13K Reduce 542.61K Reduce 337.61K Reduce 307.25K Reduce 307.25K 307.25K 306.97K 306.97K 306.74K 306.74K 306.74K 306.74K 306.74K 306.74K
ROST ROSS STORES INC 1.57M New 1.57M 1.53M Reduce 1.50M Reduce 1.39M Reduce 1.60M Add 1.85M Add 1.62M Reduce 1.92M Add 1.61M Reduce 1.61M 1.61M 1.61M 713.13K Reduce 712.63K 712.63K 712.63K 472.63K Reduce 472.63K 472.63K
ALAB ASTERA LABS INC — — — — — — — — — — — — 250.00K New 400.00K Add 400.00K 400.00K 250.00K Reduce 325.00K Add 200.00K Reduce 200.00K
SPOT SPOTIFY TECHNOLOGY S A — — — — — — — — — — 560.00K New — — — — — — — — 204.00K New
EDU NEW ORIENTAL ED & TECHNOLOGY 23.94M New 18.17M Reduce 21.42M Add 7.14M Reduce 3.94M Reduce 1.84M Reduce 1.27M Reduce 4.30M Add 3.97M Reduce 1.19M Reduce 1.79M Add 1.56M Reduce 1.56M 1.30M Reduce 1.09M Reduce 2.19M Add 1.45M Reduce 1.45M 1.73M Add 1.73M
SPGI S&P GLOBAL INC 666.52K New 716.52K Add 698.80K Reduce 421.63K Reduce 376.53K Reduce 326.25K Reduce 278.35K Reduce 169.89K Reduce 169.89K 169.70K 169.70K 169.70K 169.55K 169.55K 190.42K Add 190.42K 190.42K 190.42K 190.42K 190.42K
YMM FULL TRUCK ALLIANCE CO LTD 9.57M New 6.31M Reduce 8.77M Add 14.22M Add 14.94M Add 15.67M Add 19.67M Add 21.59M Add 22.09M Add 22.30M Add 23.35M Add 23.35M 24.28M Add 13.92M Reduce 13.91M 14.70M Add 14.20M Reduce 14.20M 8.90M Reduce 9.40M Add
YUM YUM BRANDS INC 2.31M New 2.31M 1.17M Reduce 971.64K Reduce 868.62K Reduce 751.59K Reduce 648.01K Reduce 567.01K Reduce 567.01K 566.37K 566.37K 466.37K Reduce 465.95K 465.95K 465.60K 465.60K 465.60K 465.60K 465.60K 465.60K
LVS LAS VEGAS SANDS CORP — — — — — — 3.75M New 3.70M Reduce 4.30M Add 4.05M Reduce 5.19M Add 4.25M Reduce 4.00M Reduce 4.50M Add 4.80M Add 3.44M Reduce 4.50M Add 4.05M Reduce 2.85M Reduce 1.52M Reduce
CTAS CINTAS CORP 402.60K New 402.60K 275.75K Reduce 94.13K Reduce 90.84K Reduce 78.60K Reduce 67.77K Reduce 59.30K Reduce 59.30K 59.23K 59.23K 59.23K 236.72K Add 236.72K 236.54K 236.54K 236.54K 236.54K 401.54K Add 401.54K
DIA SPDR DOW JONES INDL AVERAGE — — — — — — — — — — — — — — — — — 93.90K New 119.70K Add 119.70K
GBTC GRAYSCALE BITCOIN TRUST ETF — — — — — — — — — — — — — — — 400.00K New 650.00K Add 920.00K Add 920.00K 1.20M Add
NAVN NAVAN INC — — — — — — — — — — — — — — — — — 2.69M New 2.69M 2.19M Reduce
LOW LOWES COS INC 610.06K New 710.06K Add 1.08M Add 1.19M Add 793.47K Reduce 1.23M Add 666.52K Reduce 563.88K Reduce 450.03K Reduce 449.50K 449.50K 449.50K 449.08K 449.08K 648.59K Add 648.59K 648.59K 468.59K Reduce 213.59K Reduce 213.59K
MDGL MADRIGAL PHARMACEUTICALS INC — — — — — — — — — — — — — — — — 120.00K New 240.00K Add 80.00K Reduce 80.00K
ORIC ORIC PHARMACEUTICALS INC 996.99K New 1.43M Add 1.91M Add 2.11M Add 2.11M 2.40M Add 2.40M 2.98M Add 3.48M Add 3.60M Add 3.70M Add 3.80M Add 3.90M Add 3.90M 4.00M Add 4.50M Add 4.50M 4.50M 4.50M 3.74M Reduce
TLT ISHARES TR — — — — — — 1.00M New — — — — — — — — — — 511.00K New 511.00K 463.00K Reduce
HNGE HINGE HEALTH INC — — — — — — — — — — — — — — — 376.01K New 376.01K 791.10K Add 691.10K Reduce 466.10K Reduce
TOST TOAST INC — — — — — — — — — — 1.00M New 500.00K Reduce 500.00K 500.00K 500.00K 900.00K Add 900.00K 1.15M Add 1.24M Add 1.24M
PATH UIPATH INC 12.55M New 12.70M Add 13.05M Add 15.48M Add 15.47M 17.72M Add 16.57M Reduce 12.78M Reduce 8.09M Reduce 7.79M Reduce 9.09M Add 4.06M Reduce 4.06M 4.06M 4.06M 4.06M 4.06M 2.61M Reduce 2.61M 2.61M
SARO STANDARDAERO INC — — — — — — — — — — — — — 1.62M New 1.82M Add 1.99M Add 1.95M Reduce 1.70M Reduce 1.20M Reduce 852.02K Reduce
IREN IREN LIMITED — — — — — — — — — — — — — — — 1.00M New 1.50M Add 800.00K Reduce 500.00K Reduce 550.00K Add
XE X-ENERGY INC — — — — — — — — — — — — — — — — — — — 1.00M New
CMG CHIPOTLE MEXICAN GRILL INC 327.23K New 287.23K Reduce 216.89K Reduce 213.04K Reduce 190.30K Reduce 164.86K Reduce 85.16K Reduce 74.52K Reduce 57.59K Reduce 57.52K 57.52K 2.88M Add 1.00M Reduce 1.00M 1.00M 1.00M 500.29K Reduce 500.29K 500.29K 500.29K
DLO DLOCAL LTD 1.34M New 5.45M Add 4.49M Reduce 3.21M Reduce 2.51M Reduce 1.43M Reduce 1.88M Add 3.02M Add 5.37M Add 4.55M Reduce 4.55M 4.55M 823.84K Reduce 823.84K 823.84K 823.84K 823.84K 823.84K 823.84K 823.84K
ANRO ALTO NEUROSCIENCE INC — — — — — — — — — — — 934.90K New 934.90K 477.10K Reduce 477.10K 477.10K 477.10K 477.10K 227.10K Reduce 102.10K Reduce
PCTY PAYLOCITY HLDG CORP 581.98K New 954.98K Add 954.98K 526.63K Reduce 474.08K Reduce 415.66K Reduce 359.46K Reduce 319.02K Reduce 319.02K 218.75K Reduce 24.68K Reduce 24.68K 24.68K 24.68K 24.68K 24.68K 24.68K 24.68K 24.68K 24.68K
ASML ASML HLDG NV — — — 693.68K New 606.87K Reduce 484.79K Reduce 641.27K Add 561.13K Reduce 661.13K Add 380.06K Reduce 380.06K 556.52K Add 556.15K 303.04K Reduce 6.50K Reduce 6.50K — — 180.82K New 825 Reduce
FROG JFROG LTD 1.55M New 1.14M Reduce 989.01K Reduce 973.07K Reduce 1.17M Add 1.02M Reduce 699.47K Reduce 608.88K Reduce 14.43K Reduce 14.43K 14.43K 14.43K 14.43K 14.43K 14.43K 214.43K Add 714.42K Add 414.43K Reduce 14.43K Reduce 14.43K
ORCL ORACLE CORP — — — — — — — — — — — — — — — 6.74M New 2.30M Reduce 1.05M Reduce — —
CRM SALESFORCE INC — — 980.00K New 980.00K 980.00K — — — — — — — — — 1.00M New 1.40M Add 1.40M 1.40M — —
MMM 3M CO — — — — — — — — — — — — — 510.00K New 2.10M Add 2.85M Add 1.97M Reduce 2.65M Add — —
DELL DELL TECHNOLOGIES INC — — — — — — — 1.25M New 4.27M Add 5.00M Add 5.40M Add 1.45M Reduce 2.15M Add 2.25M Add 3.18M Add 2.56M Reduce 1.56M Reduce 1.06M Reduce — —
ARGX ARGENX SE — — — — — — — — — — — 300.00K New 345.00K Add 75.00K Reduce 75.00K 75.00K 175.00K Add — — —
RYTM RHYTHM PHARMACEUTICALS INC — — — 1.50M New 1.71M Add 2.24M Add 2.02M Reduce 1.73M Reduce 1.73M — — 1.00M New 1.17M Add 1.17M 817.70K Reduce 1.02M Add 1.02M — — —
CRWV COREWEAVE INC — — — — — — — — — — — — — — — — 730.00K New — — —

Showing the top 100 positions by latest reported value.