Alkeon Capital Management
ALAB icon

Alkeon Capital Management’s Astera Labs ALAB Stock Holding History

Alkeon Capital Management’s Portfolio ALAB Stock Details ALAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.9M Sell
200,000
-125,000
-38% -$17.8M 0.04% 94
2025
Q4 		$54.1M Buy
325,000
+75,000
+30% +$12.5M 0.09% 83
2025
Q3 		$49M Sell
250,000
-150,000
-38% -$24.7M 0.07% 84
2025
Q2 		$36.2M Hold
400,000
– – 0.06% 85
2025
Q1 		$23.9M Hold
400,000
– – 0.05% 90
2024
Q4 		$53M Buy
400,000
+150,000
+60% +$14.1M 0.11% 70
2024
Q3 		$13.1M Buy
+250,000
New +$11.7M 0.02% 87

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Alkeon Capital Management's ALAB Position: Q1 2026 in Review

Alkeon Capital Management reduced its Astera Labs (ALAB) stake by 38% in Q1 2026, selling an estimated $17.8M and leaving 200,000 shares worth $21.9M. The position accounts for 0.04% of the portfolio, ranked #94.

Alkeon Capital Management first reported a position in ALAB in Q3 2024 and has held it in 7 quarters since. The position peaked at $54.1M in Q4 2025. 703 funds tracked by Wall St. Rank hold ALAB as of Q1 2026.

  • Alkeon Capital Management held 200,000 shares of Astera Labs worth $21.9M as of Q1 2026.
  • Alkeon Capital Management sold 125,000 Astera Labs shares in Q1 2026, an estimated $17.8M.
  • Astera Labs made up 0.04% of Alkeon Capital Management's portfolio in Q1 2026, its #94 holding.
  • Alkeon Capital Management first reported a position in Astera Labs in Q3 2024 and has held it in 7 quarters since.
  • Alkeon Capital Management's Astera Labs position peaked at $54.1M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Astera Labs as of Q1 2026.

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