Position in ALAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,604,000
+$74,684,000 QoQ
Shares Held
200,000
0.0% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#81
of 983 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ALKEON CAPITAL MANAGEMENT LLC holds $3,085,732,799 across 8 Semiconductors names. ALAB ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,536,218 | $1,688,791,630 | |
| 2 | ADI |
Analog Devices Inc
|
2,069,083 | $821,777,694 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
1,100,000 | $366,662,999 | |
| 4 | ALAB |
Astera Labs, Inc.
This page
|
200,000 | $96,604,000 | |
| 5 | NVDA |
Nvidia Corp
|
439,459 | $87,931,351 | |
| 6 | MCHP |
Microchip Technology Inc
|
206,000 | $18,787,200 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,510 | $2,619,904 | |
| 8 | INTC |
Intel Corp
|
18,320 | $2,558,021 |
All Filings in ALAB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,604,000 | 200,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,920,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,067,000 | 325,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,950,000 | 250,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,168,000 | 400,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,868,000 | 400,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,980,000 | 400,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,097,500 | 250,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||