Alkeon Capital Management, LLC

Alkeon primarily serves pooled investment vehicles and institutional investors, providing discretionary portfolio management and sub‑advisory services to private domestic and offshore funds, registered investment companies and other sponsored products such as UCITS sub‑funds and insurance series. The firm acts as investment manager to multiple master‑feeder funds and as sub‑adviser or portfolio manager to registered and offshore collective vehicles.

Alkeon employs a bottom‑up, research‑intensive, long‑short global growth approach across its strategies and operates an Innovation strategy focused on private venture investments and less liquid instruments. The firm routinely uses derivatives and leverage where appropriate, applies alternative data and limited AI tools in research, and manages all assets on a discretionary basis while monitoring performance‑based compensation to address side‑by‑side allocation conflicts.

Distinctive features disclosed in the brochure include Alkeon’s role as portfolio manager and sub‑adviser to 1940 Act registered funds and UCITS — arrangements that are uncommon for firms in this category — and explicit disclosure of predecessor fund fee and liquidity terms applicable to certain investors. The firm also maintains affiliated entities that participate in distribution and registered‑fund management, including an affiliated broker‑dealer and an affiliate registered adviser that manages registered investment companies.