Alkeon Capital Management Llc Buys Taiwan Semiconductor Manufacturing Co, KKR Inc, Zendesk Inc, Sells Twitter Inc, Lam Research Corp, Altaba Inc

New York, NY, based Investment company Alkeon Capital Management Llc buys Taiwan Semiconductor Manufacturing Co, KKR Inc, Zendesk Inc, Farfetch, Tenable Holdings Inc, Qualys Inc, Loxo Oncology Inc, KLA-Tencor Corp, RealPage Inc, Ultragenyx Pharmaceutical Inc, sells Twitter Inc, Lam Research Corp, Altaba Inc, Yum China Holdings Inc, SINA Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Alkeon Capital Management Llc. As of 2018-09-30, Alkeon Capital Management Llc owns 120 stocks with a total value of $21.1 billion. These are the details of the buys and sells.

For the details of ALKEON CAPITAL MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=ALKEON+CAPITAL+MANAGEMENT+LLC

These are the top 5 holdings of ALKEON CAPITAL MANAGEMENT LLC
  1. SPDR S&P 500 (SPY) - 22,352,500 shares, 30.74% of the total portfolio.
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 10,200,000 shares, 8.97% of the total portfolio.
  3. Netflix Inc (NFLX) - 1,515,000 shares, 2.68% of the total portfolio.
  4. Amazon.com Inc (AMZN) - 238,920 shares, 2.26% of the total portfolio. Shares reduced by 0.1%
  5. MercadoLibre Inc (MELI) - 1,250,000 shares, 2.01% of the total portfolio.
New Purchase: KKR & Co Inc (KKR)

Alkeon Capital Management Llc initiated holding in KKR & Co Inc. The purchase prices were between $25.1 and $28.25, with an estimated average price of $26.72. The stock is now traded at around $22.21. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,276,532 shares as of 2018-09-30.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Alkeon Capital Management Llc initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $36.39 and $44.89, with an estimated average price of $41.42. The stock is now traded at around $38.14. The impact to a portfolio due to this purchase was 0.42%. The holding were 2,000,073 shares as of 2018-09-30.

New Purchase: Farfetch Ltd (FTCH)

Alkeon Capital Management Llc initiated holding in Farfetch Ltd. The purchase prices were between $27.23 and $30.25, with an estimated average price of $28.31. The stock is now traded at around $22.57. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,400,352 shares as of 2018-09-30.

New Purchase: Tenable Holdings Inc (TENB)

Alkeon Capital Management Llc initiated holding in Tenable Holdings Inc. The purchase prices were between $29.72 and $38.88, with an estimated average price of $33.25. The stock is now traded at around $27.58. The impact to a portfolio due to this purchase was 0.17%. The holding were 900,105 shares as of 2018-09-30.

New Purchase: Loxo Oncology Inc (LOXO)

Alkeon Capital Management Llc initiated holding in Loxo Oncology Inc. The purchase prices were between $155.46 and $189.96, with an estimated average price of $168.05. The stock is now traded at around $147.85. The impact to a portfolio due to this purchase was 0.16%. The holding were 200,600 shares as of 2018-09-30.

New Purchase: RealPage Inc (RP)

Alkeon Capital Management Llc initiated holding in RealPage Inc. The purchase prices were between $54.4 and $65.9, with an estimated average price of $59.62. The stock is now traded at around $47.92. The impact to a portfolio due to this purchase was 0.12%. The holding were 369,800 shares as of 2018-09-30.

Added: Zendesk Inc (ZEN)

Alkeon Capital Management Llc added to a holding in Zendesk Inc by 39.37%. The purchase prices were between $54.47 and $71.94, with an estimated average price of $63.83. The stock is now traded at around $53.82. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,400,578 shares as of 2018-09-30.

Added: KLA-Tencor Corp (KLAC)

Alkeon Capital Management Llc added to a holding in KLA-Tencor Corp by 3250.00%. The purchase prices were between $100.58 and $119.59, with an estimated average price of $109.31. The stock is now traded at around $91.49. The impact to a portfolio due to this purchase was 0.16%. The holding were 335,000 shares as of 2018-09-30.

Added: Qualys Inc (QLYS)

Alkeon Capital Management Llc added to a holding in Qualys Inc by 72.06%. The purchase prices were between $84.5 and $97.05, with an estimated average price of $89.87. The stock is now traded at around $71.38. The impact to a portfolio due to this purchase was 0.16%. The holding were 924,545 shares as of 2018-09-30.

Added: Ultragenyx Pharmaceutical Inc (RARE)

Alkeon Capital Management Llc added to a holding in Ultragenyx Pharmaceutical Inc by 50.89%. The purchase prices were between $71.81 and $90.15, with an estimated average price of $81.34. The stock is now traded at around $47.86. The impact to a portfolio due to this purchase was 0.09%. The holding were 741,321 shares as of 2018-09-30.

Added: HubSpot Inc (HUBS)

Alkeon Capital Management Llc added to a holding in HubSpot Inc by 20.48%. The purchase prices were between $120.7 and $160.35, with an estimated average price of $137.41. The stock is now traded at around $127.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 554,225 shares as of 2018-09-30.

Added: Pivotal Software Inc (PVTL)

Alkeon Capital Management Llc added to a holding in Pivotal Software Inc by 20.02%. The purchase prices were between $19.34 and $28.85, with an estimated average price of $24.42. The stock is now traded at around $17.75. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,100,424 shares as of 2018-09-30.

Sold Out: Altaba Inc (AABA)

Alkeon Capital Management Llc sold out a holding in Altaba Inc. The sale prices were between $63.8 and $77.53, with an estimated average price of $70.49.

Sold Out: Yum China Holdings Inc (YUMC)

Alkeon Capital Management Llc sold out a holding in Yum China Holdings Inc. The sale prices were between $31.94 and $39.23, with an estimated average price of $35.63.

Sold Out: Copart Inc (CPRT)

Alkeon Capital Management Llc sold out a holding in Copart Inc. The sale prices were between $51.12 and $66.45, with an estimated average price of $59.78.

Sold Out: BlackLine Inc (BL)

Alkeon Capital Management Llc sold out a holding in BlackLine Inc. The sale prices were between $42.7 and $57.09, with an estimated average price of $49.77.

Sold Out: Bilibili Inc (BILI)

Alkeon Capital Management Llc sold out a holding in Bilibili Inc. The sale prices were between $10.27 and $14.43, with an estimated average price of $12.48.

Sold Out: Blueprint Medicines Corp (BPMC)

Alkeon Capital Management Llc sold out a holding in Blueprint Medicines Corp. The sale prices were between $58.91 and $78.32, with an estimated average price of $69.55.



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