Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,821,924
-$8,014,575 QoQ
Shares Held
1,238,096
+7.7% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 83.64278698905416.ToString("F0")%
Shared 16.35721301094584.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ALKEON CAPITAL MANAGEMENT LLC holds $1,395,340,464 across 7 Software - Infrastructure names. TOST ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNPS |
Synopsys Inc
|
1,569,348 | $622,215,094 | |
| 2 | MSFT |
Microsoft Corp
|
1,201,176 | $444,639,319 | |
| 3 | TWLO |
Twilio Inc
|
1,840,000 | $231,508,799 | |
| 4 | TOST |
Toast, Inc.
This page
|
1,238,096 | $32,821,924 | |
| 5 | PATH |
UiPath, Inc.
|
2,611,276 | $28,985,163 | |
| 6 | RBRK |
Rubrik, Inc.
|
500,000 | $24,485,000 | |
| 7 | DLO |
dLocal Ltd
|
823,837 | $10,685,165 |
All Filings in TOST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,821,924 | 1,238,096 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,836,499 | 1,150,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,858,999 | 900,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,860,999 | 900,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,585,000 | 500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,225,000 | 500,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,155,000 | 500,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,885,000 | 500,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,920,000 | 1,000,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||