SEC 13F Intelligence

Alkeon Capital Management LLC / V

Alkeon Capital Management LLC’s Visa Inc Position

Does Alkeon Capital Management LLC own Visa Inc (V)? Yes — 1.47M shares worth $444M (+0.75% of its 13F portfolio) as of Q1 2026.

Position Value
$444M
Q1 2026
Shares
1.47M
% of Portfolio
+0.75%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $172MQ4 ’18Q1 ’19: $196MQ2 ’19: $218MQ3 ’19: $216MQ4 ’19: $213MQ4 ’19Q1 ’20: $183MQ2 ’20: $219MQ3 ’20: $227MQ4 ’20: $248MQ4 ’20Q1 ’21: $241MQ2 ’21: $264MQ3 ’21: $251MQ4 ’21: $309MQ4 ’21Q1 ’22: $488MQ2 ’22: $465MQ3 ’22: $411MQ4 ’22: $418MQ4 ’22Q1 ’23: $389MQ2 ’23: $360MQ3 ’23: $339MQ4 ’23: $383MQ4 ’23Q1 ’24: $410MQ2 ’24: $386MQ3 ’24: $404MQ4 ’24: $464MQ4 ’24Q1 ’25: $515MQ2 ’25: $521MQ3 ’25: $501MQ4 ’25: $515MQ4 ’25Q1 ’26: $444Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.47M$444M+0.75%
Q4 20251.47M$515M+0.82%
Q3 20251.47M$501M+0.74%
Q2 20251.47M$521M+0.87%
Q1 20251.47M$515M+1.07%
Q4 20241.47M$464M+0.94%
Q3 20241.47M$404M+0.69%
Q2 20241.47M$386M+0.63%
Q1 20241.47M$410M+0.70%
Q4 20231.47M$383M+0.85%
Q3 20231.47M$339M+0.61%
Q2 20231.52M$360M+0.63%
Q1 20231.73M$389M+0.86%
Q4 20222.01M$418M+1.61%
Q3 20222.31M$411M+1.33%
Q2 20222.36M$465M+1.25%
Q1 20222.20M$488M+0.98%
Q4 20211.43M$309M+0.57%
Q3 20211.13M$251M+0.42%
Q2 20211.13M$264M+0.39%
Q1 20211.14M$241M+0.36%
Q4 20201.14M$248M+0.40%
Q3 20201.13M$227M+0.42%
Q2 20201.13M$219M+0.55%
Q1 20201.13M$183M+0.78%
Q4 20191.13M$213M+0.79%
Q3 20191.25M$216M+0.76%
Q2 20191.25M$218M+0.86%
Q1 20191.26M$196M+0.98%
Q4 20181.30M$172M+1.12%

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 V.