ALKEON CAPITAL MANAGEMENT LLC

Position in TER — Teradyne, Inc

CIK 1230239 New York, NY

Back to TER Full portfolio

Position in TER

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$826,978,134

+$356,064,076 QoQ

Shares Held

2,789,510

+14.7% QoQ

Ownership

1.78%

of shares outstanding

% of Portfolio

3.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85.11035988399397.ToString("F0")% Shared 14.889640116006037.ToString("F0")% None 0.ToString("F0")%

Common Shares in TER Over Time

Shares Held

Position Value (USD)

Derivatives in TER

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$111,217,500

PutShares

750,000

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 Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $2,754,533,699 across 4 Semiconductor Equipment & Materials names. TER ranks #3 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	580,915	$855,345,054
2	LRCX	Lam Research Corp	3,900,456	$833,371,428
3	TER	Teradyne, Inc This page	2,789,510	$826,978,134
4	ASML	Asml Holding NV	180,825	$238,839,083

All Filings in TER

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$826,978,134	2,789,510	+14.7%	Shares	Sole	2026-05-15
2025-12-31	$470,914,058	2,432,910	-15.3%	Shares	Sole	2026-02-17
2025-09-30	$395,427,331	2,872,910	+48.6%	Shares	Defined	2025-11-14
2025-06-30	$173,807,266	1,932,910	+30.3%	Shares	Defined	2025-08-14
2025-03-31	$122,488,365	1,482,910	-4.0%	Shares	Defined	2025-05-15
2024-12-31	$194,422,619	1,544,017	+35.0%	Shares	Defined	2025-02-14
2024-09-30	$153,218,196	1,144,017	-0.1%	Shares	Other	2024-11-14
2024-06-30	$169,794,125	1,145,014	+52.7%	Shares	Sole	2024-08-14
2024-06-30	$111,217,500	750,000	-34.5%	Put	Other	2024-08-14
2024-03-31	$129,191,929	1,145,014	0.0%	Shares	Other	2024-05-15
2023-12-31	$124,256,918	1,145,014	-3.9%	Shares	Other	2024-02-14
2023-09-30	$119,675,084	1,191,271	0.0%	Shares	Other	2023-11-14
2023-06-30	$132,624,200	1,191,271	-11.5%	Shares	Sole	2023-08-14
2023-03-31	$144,759,956	1,346,479	-36.9%	Shares	Sole	2023-05-15
2022-12-31	$186,533,042	2,135,467	-12.7%	Shares	Sole	2023-02-14
2022-09-30	$183,796,910	2,445,734	-17.1%	Shares	Other	2022-11-10
2022-06-30	$264,119,307	2,949,406	-15.5%	Shares	Sole	2022-08-15
2022-03-31	$412,907,160	3,492,406	-6.7%	Shares	Other	2022-05-16
2021-12-31	$611,995,652	3,742,406	-5.8%	Shares	Other	2022-02-14
2021-09-30	$433,667,562	3,972,406	-0.3%	Shares	Other	2021-11-15
2021-06-30	$533,686,324	3,983,923	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$485,500,887	3,989,981	+20.7%	Shares	Sole	2021-05-17
2020-12-31	$396,306,584	3,305,585	+7.2%	Shares	Sole	2021-02-16
2020-09-30	$245,014,115	3,083,490	0.0%	Shares	Sole	2020-11-16
2020-06-30	$260,585,739	3,083,490	+4.0%	Shares	Other	2020-08-14
2020-03-31	$160,532,252	2,963,490	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.