ALKEON CAPITAL MANAGEMENT LLC

Position in MLM — Martin Marietta Materials Inc

CIK 1230239 New York, NY

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Position in MLM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$361,793,321

-$78,157,265 QoQ

Shares Held

627,351

-16.1% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#22

of 1,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Common Shares in MLM Over Time

Shares Held

Position Value (USD)

Position in Building Materials

Basic Materials · as of Jun 30, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $1,016,989,527 across 3 Building Materials names. MLM ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO	1,478,646	$436,215,356
2	MLM	Martin Marietta Materials Inc This page	627,351	$361,793,321
3	CRH	Crh Public Ltd Co	2,046,550	$218,980,850

All Filings in MLM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,793,321	627,351	-16.1%	Shares	Other	2026-08-14
2026-03-31	$439,950,586	747,351	0.0%	Shares	Sole	2026-05-15
2025-12-31	$465,345,573	747,351	0.0%	Shares	Sole	2026-02-17
2025-09-30	$471,040,388	747,351	-6.9%	Shares	Defined	2025-11-14
2025-06-30	$440,458,604	802,351	+4.2%	Shares	Defined	2025-08-14
2025-03-31	$368,327,923	770,351	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$398,323,766	771,198	+46.6%	Shares	Sole	2025-02-14
2024-09-30	$283,226,072	526,198	-0.1%	Shares	Other	2024-11-14
2024-06-30	$285,349,264	526,669	+9.3%	Shares	Sole	2024-08-14
2024-03-31	$295,715,865	481,669	+23.6%	Shares	Other	2024-05-15
2023-12-31	$194,409,759	389,669	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$147,817,541	360,109	-3.0%	Shares	Other	2023-11-14
2023-06-30	$171,373,325	371,187	+21.2%	Shares	Sole	2023-08-14
2023-03-31	$108,762,689	306,322	-14.8%	Shares	Sole	2023-05-15
2022-12-31	$121,466,755	359,401	-13.3%	Shares	Sole	2023-02-14
2022-09-30	$133,572,333	414,705	-10.7%	Shares	Other	2022-11-10
2022-06-30	$138,975,434	464,428	+58.9%	Shares	Sole	2022-08-15
2022-03-31	$112,517,587	292,337	-2.5%	Shares	Other	2022-05-16
2021-12-31	$132,115,031	299,907	-55.2%	Shares	Other	2022-02-14
2021-09-30	$228,739,041	669,454	-0.3%	Shares	Other	2021-11-15
2021-06-30	$236,252,024	671,533	+15.5%	Shares	Sole	2021-08-16
2021-03-31	$195,290,411	581,533	+127.4%	Shares	Other	2021-05-17
2020-12-31	$72,606,584	255,684	-11.8%	Shares	Other	2021-02-16
2020-09-30	$68,245,456	289,962	-21.6%	Shares	Other	2020-11-16
2020-06-30	$76,445,978	370,073	-12.9%	Shares	Other	2020-08-14
2020-03-31	$80,436,563	425,073	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.