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ALKEON CAPITAL MANAGEMENT LLC: VMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALKEON CAPITAL MANAGEMENT LLC on VMC, newest first. How the timeline and the estimate are built.

ALKEON CAPITAL MANAGEMENT LLC held 1,478,646 VMC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,478,646 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $436,215,365.

    13F-HR 0000919574-26-005175 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,478,646 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $402,635,314.

    13F-HR 0000919574-26-003172 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,478,646 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $421,739,421.

    13F-HR 0000919574-26-001015 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,478,646 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $454,861,092.

    13F-HR 0000919574-25-006800 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,478,646 shares
    Change vs previous 13F +140,300 shares

    1.87% of the 13F portfolio, value $385,660,458.

    13F-HR 0000919574-25-004663 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,338,346 shares
    Change vs previous 13F +56,345 shares

    1.85% of the 13F portfolio, value $312,236,129.

    13F-HR 0000919574-25-003078 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,282,001 shares
    Change vs previous 13F +450,000 shares

    1.91% of the 13F portfolio, value $329,769,124.

    13F-HR 0000919574-25-001214 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 832,001 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $208,358,018.

    13F-HR 0000919574-24-006480 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).