Alkeon Capital Management
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Alkeon Capital Management’s Argan AGX Stock Holding History

Alkeon Capital Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-108,845
Closed -$34.1M – 103
2025
Q4 		$34.1M Sell
108,845
-11,155
-9% -$3.54M 0.05% 99
2025
Q3 		$32.4M Buy
+120,000
New +$27.5M 0.05% 93

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MC
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Geode Capital Management
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American Century Companies
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Dimensional Fund Advisors
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Alkeon Capital Management's AGX Position: Q1 2026 in Review

Alkeon Capital Management sold out of Argan (AGX) in Q1 2026, closing a stake of 108,845 shares — an estimated $34.1M sold.

Alkeon Capital Management first reported a position in AGX in Q3 2025 and held it in 2 quarters. The position peaked at $34.1M in Q4 2025. 496 funds tracked by Wall St. Rank hold AGX as of Q1 2026.

  • Alkeon Capital Management reported no remaining Argan position as of Q1 2026 after selling out during the quarter.
  • Alkeon Capital Management sold 108,845 Argan shares in Q1 2026, an estimated $34.1M.
  • Alkeon Capital Management first reported a position in Argan in Q3 2025 and held it in 2 quarters.
  • Alkeon Capital Management's Argan position peaked at $34.1M in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Argan as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.