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ALKEON CAPITAL MANAGEMENT LLC: YMM position timeline

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

ALKEON CAPITAL MANAGEMENT LLC held 9,398,535 YMM 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 9,398,535 shares
    Change vs previous 13F +500,000 shares

    0.29% of the 13F portfolio, value $76,316,104.

    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 8,898,535 shares
    Change vs previous 13F -5,300,000 shares

    0.33% of the 13F portfolio, value $73,857,841.

    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 14,198,535 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $152,350,280.

    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 14,198,535 shares
    Change vs previous 13F -500,000 shares

    0.83% of the 13F portfolio, value $184,154,999.

    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 14,698,535 shares
    Change vs previous 13F +790,000 shares

    0.84% of the 13F portfolio, value $173,589,699.

    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 13,908,535 shares
    Change vs previous 13F -13,035 shares

    1.05% of the 13F portfolio, value $177,611,992.

    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 13,921,570 shares
    Change vs previous 13F -10,355,000 shares

    0.87% of the 13F portfolio, value $150,631,388.

    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 24,276,570 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $218,731,896.

    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).