Alkeon Capital Management’s American Tower AMT Stock Holding History

Alkeon Capital Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-428,401	Closed	-$75.2M	–	105
2025 Q4	$75.2M	Hold	428,401	–	–	0.12%	77
2025 Q3	$82.4M	Hold	428,401	–	–	0.12%	69
2025 Q2	$94.7M	Hold	428,401	–	–	0.16%	62
2025 Q1	$93.2M	Sell	428,401 -329	-0.1%	-$64.5K	0.19%	58
2024 Q4	$78.6M	Hold	428,730	–	–	0.16%	57
2024 Q3	$99.7M	Sell	428,730 -395	-0.1%	-$87.6K	0.17%	60
2024 Q2	$83.4M	Hold	429,125	–	–	0.14%	69
2024 Q1	$84.8M	Hold	429,125	–	–	0.15%	69
2023 Q4	$92.6M	Sell	429,125 -200,636	-32%	-$37.9M	0.21%	57
2023 Q3	$104M	Sell	629,761 -6,061	-1%	-$1.11M	0.19%	62
2023 Q2	$123M	Sell	635,822 -89,979	-12%	-$17.6M	0.22%	61
2023 Q1	$148M	Sell	725,801 -123,483	-15%	-$25.9M	0.33%	55
2022 Q4	$180M	Sell	849,284 -129,835	-13%	-$27M	0.69%	44
2022 Q3	$210M	Sell	979,119 -278,634	-22%	-$71.6M	0.68%	36
2022 Q2	$321M	Sell	1,257,753 -21,290	-2%	-$5.34M	0.87%	26
2022 Q1	$321M	Sell	1,279,043 -32,050	-2%	-$7.82M	0.64%	36
2021 Q4	$383M	Hold	1,311,093	–	–	0.71%	37
2021 Q3	$348M	Sell	1,311,093 -3,527	-0.3%	-$1.01M	0.59%	40
2021 Q2	$355M	Buy	1,314,620 +102,419	+8%	+$26.1M	0.52%	41
2021 Q1	$290M	Sell	1,212,201 -86,862	-7%	-$19.3M	0.43%	47
2020 Q4	$292M	Buy	1,299,063 +102,669	+9%	+$23.9M	0.47%	47
2020 Q3	$289M	Buy	1,196,394 +75,000	+7%	+$19M	0.54%	33
2020 Q2	$290M	Buy	1,121,394 +110,000	+11%	+$27.2M	0.73%	26
2020 Q1	$220M	Buy	1,011,394 +200,000	+25%	+$46.5M	0.94%	17
2019 Q4	$186M	Sell	811,394 -75,000	-8%	-$16.3M	0.69%	29
2019 Q3	$196M	Hold	886,394	–	–	0.69%	29
2019 Q2	$181M	Sell	886,394 -100,000	-10%	-$20.1M	0.72%	28
2019 Q1	$194M	Sell	986,394 -76,393	-7%	-$13.4M	0.97%	23
2018 Q4	$168M	Buy	1,062,787 +30,166	+3%	+$4.72M	1.09%	24
2018 Q3	$150M	Sell	1,032,621 -101,880	-9%	-$14.9M	0.71%	35
2018 Q2	$164M	Sell	1,134,501 -150,000	-12%	-$20.8M	0.76%	34
2018 Q1	$187M	Buy	1,284,501 +33,450	+3%	+$4.71M	0.98%	27
2017 Q4	$178M	Sell	1,251,051 -22,225	-2%	-$3.17M	1.05%	30
2017 Q3	$174M	Buy	1,273,276 +6,000	+0.5%	+$835K	1.25%	26
2017 Q2	$168M	Sell	1,267,276 -534	-0%	-$68.4K	1.35%	20
2017 Q1	$154M	Sell	1,267,810 -5,000	-0.4%	-$550K	2.66%	14
2016 Q4	$135M	Sell	1,272,810 -250,460	-16%	-$27.2M	2.65%	14
2016 Q3	$173M	Buy	1,523,270 +173,270	+13%	+$19.8M	3.25%	9
2016 Q2	$153M	Buy	+1,350,000	New	+$144M	2.95%	13

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Alkeon Capital Management sold out of American Tower (AMT) in Q1 2026, closing a stake of 428,401 shares — an estimated $75.2M sold.

Alkeon Capital Management first reported a position in AMT in Q2 2016 and held it in 39 quarters. The position peaked at $383M in Q4 2021. 1,759 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Alkeon Capital Management reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Alkeon Capital Management sold 428,401 American Tower shares in Q1 2026, an estimated $75.2M.
Alkeon Capital Management first reported a position in American Tower in Q2 2016 and held it in 39 quarters.
Alkeon Capital Management's American Tower position peaked at $383M in Q4 2021.
1,759 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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