SEC 13F Intelligence

Alkeon Capital Management LLC / AMT

Alkeon Capital Management LLC’s American Tower Corp Position

Does Alkeon Capital Management LLC own American Tower Corp (AMT)? Not currently — the last reported position was 428.4K shares worth $75M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$75M
Q4 2025
Shares
428.4K
% of Portfolio
+0.12%
Quarters Held
29
position exited

Position History AMT

Reported value by quarter
Q4 ’18: $168MQ4 ’18Q1 ’19: $194MQ2 ’19: $181MQ3 ’19: $196MQ4 ’19: $186MQ4 ’19Q1 ’20: $220MQ2 ’20: $290MQ3 ’20: $289MQ4 ’20: $292MQ4 ’20Q1 ’21: $290MQ2 ’21: $355MQ3 ’21: $348MQ4 ’21: $383MQ4 ’21Q1 ’22: $321MQ2 ’22: $321MQ3 ’22: $210MQ4 ’22: $180MQ4 ’22Q1 ’23: $148MQ2 ’23: $123MQ3 ’23: $104MQ4 ’23: $93MQ4 ’23Q1 ’24: $85MQ2 ’24: $83MQ3 ’24: $100MQ4 ’24: $79MQ4 ’24Q1 ’25: $93MQ2 ’25: $95MQ3 ’25: $82MQ4 ’25: $75MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025428.4K$75M+0.12%
Q3 2025428.4K$82M+0.12%
Q2 2025428.4K$95M+0.16%
Q1 2025428.4K$93M+0.19%
Q4 2024428.7K$79M+0.16%
Q3 2024428.7K$100M+0.17%
Q2 2024429.1K$83M+0.14%
Q1 2024429.1K$85M+0.15%
Q4 2023429.1K$93M+0.21%
Q3 2023629.8K$104M+0.19%
Q2 2023635.8K$123M+0.22%
Q1 2023725.8K$148M+0.33%
Q4 2022849.3K$180M+0.69%
Q3 2022979.1K$210M+0.68%
Q2 20221.26M$321M+0.87%
Q1 20221.28M$321M+0.64%
Q4 20211.31M$383M+0.71%
Q3 20211.31M$348M+0.59%
Q2 20211.31M$355M+0.52%
Q1 20211.21M$290M+0.43%
Q4 20201.30M$292M+0.47%
Q3 20201.20M$289M+0.54%
Q2 20201.12M$290M+0.73%
Q1 20201.01M$220M+0.94%
Q4 2019811.4K$186M+0.69%
Q3 2019886.4K$196M+0.69%
Q2 2019886.4K$181M+0.72%
Q1 2019986.4K$194M+0.97%
Q4 20181.06M$168M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alkeon Capital Management LLC’s full portfolio or all institutional holders of AMT.