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ALKEON CAPITAL MANAGEMENT LLC

Position in LOW — Lowes Companies Inc

CIK 1230239 New York, NY

Position in LOW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$47,095,341
-$3,372,648 QoQ
Shares Held
213,594
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#178
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 16% None 0%

Common Shares in LOW Over Time

Shares Held

Position Value (USD)

Derivatives in LOW

reported options exposure · as of Mar 31, 2020
CallValue
$171,549,280
CallShares
1,993,600
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Home Improvement Retail

Consumer Cyclical · as of Jun 30, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $47,095,341 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LOW
Lowes Companies Inc
This page
213,594 $47,095,341

All Filings in LOW

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,095,341 213,594
2026-03-31 $50,467,989 213,594
2025-12-31 $113,006,128 468,594
2025-09-30 $162,998,157 648,594
2025-06-30 $143,903,550 648,594
2025-03-31 $151,271,577 648,594
2024-12-31 $110,832,449 449,078
2024-09-30 $121,632,775 449,078
2024-06-30 $99,096,990 449,501
2024-03-31 $114,501,389 449,501
2023-12-31 $100,036,447 449,501
2023-09-30 $93,535,065 450,034
2023-06-30 $127,267,038 563,877
2023-03-31 $133,284,803 666,524
2022-12-31 $245,511,895 1,232,242
2022-09-30 $149,020,661 793,465
2022-06-30 $207,628,306 1,188,689
2022-03-31 $219,066,394 1,083,468
2021-12-31 $183,536,049 710,059
2021-09-30 $123,756,568 610,059
2021-06-30 $118,735,049 612,131
2021-03-31 $116,653,749 613,386
2020-12-31 $98,160,853 611,556
2020-09-30 $225,569,599 1,360,000
2020-06-30 $224,299,199 1,660,000
2020-03-31 $171,549,280 1,993,600