ALKEON CAPITAL MANAGEMENT LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1230239
New York, NY
Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$450,947,997
-$56,329,957 QoQ
Shares Held
1,622,874
0.0% QoQ
Ownership
0.588%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.65672627696297.ToString("F0")%
Shared 15.343273723037033.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ALKEON CAPITAL MANAGEMENT LLC holds $964,809,367 across 8 Software - Application names. CDNS ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
1,622,874 | $450,947,997 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,861,005 | $277,722,089 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
1,764,916 | $119,255,373 | |
| 4 | YMM |
Full Truck Alliance Co. Ltd.
|
8,898,535 | $73,857,840 | |
| 5 | NAVN |
Navan, Inc.
|
2,686,828 | $35,573,602 | |
| 6 | BTDR |
Bitdeer Technologies Group
|
475,000 | $4,108,750 | |
| 7 | PCTY |
Paylocity Holding Corp
|
24,683 | $2,666,751 | |
| 8 | FROG |
JFrog Ltd
|
14,425 | $676,965 |
All Filings in CDNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,947,997 | 1,622,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $507,277,954 | 1,622,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $570,050,720 | 1,622,874 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $500,088,622 | 1,622,874 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $412,745,543 | 1,622,874 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $487,828,056 | 1,623,604 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $440,045,392 | 1,623,604 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $499,933,719 | 1,624,480 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $505,668,133 | 1,624,480 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $442,824,592 | 1,625,820 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $383,233,028 | 1,635,651 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $497,115,796 | 2,119,716 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $505,787,892 | 2,407,482 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $448,217,727 | 2,790,200 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $523,421,672 | 3,202,727 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $535,669,361 | 3,570,415 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $690,809,789 | 4,200,473 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $802,324,892 | 4,305,473 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $792,860,030 | 5,235,473 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $717,892,213 | 5,246,983 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $787,279,200 | 5,746,983 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $766,198,246 | 5,616,054 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $592,517,317 | 5,556,760 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $493,403,289 | 5,141,760 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $339,561,829 | 5,141,760 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||