Alkeon Capital Management
EQIX icon

Alkeon Capital Management’s Equinix EQIX Stock Holding History

Alkeon Capital Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229M Hold
233,775
– – 0.39% 53
2025
Q4 		$179M Hold
233,775
– – 0.28% 58
2025
Q3 		$183M Hold
233,775
– – 0.27% 54
2025
Q2 		$186M Sell
233,775
-125,000
-35% -$106M 0.31% 46
2025
Q1 		$293M Sell
358,775
-50,200
-12% -$45.1M 0.61% 32
2024
Q4 		$386M Hold
408,975
– – 0.78% 25
2024
Q3 		$363M Sell
408,975
-251
-0.1% -$206K 0.62% 28
2024
Q2 		$310M Hold
409,226
– – 0.51% 32
2024
Q1 		$338M Sell
409,226
-10,470
-2% -$8.81M 0.58% 28
2023
Q4 		$338M Buy
419,696
+99,590
+31% +$76.5M 0.75% 25
2023
Q3 		$232M Hold
320,106
– – 0.42% 34
2023
Q2 		$251M Buy
320,106
+42,972
+16% +$31.5M 0.44% 35
2023
Q1 		$200M Sell
277,134
-47,049
-15% -$33.1M 0.44% 42
2022
Q4 		$212M Sell
324,183
-49,901
-13% -$30.8M 0.82% 39
2022
Q3 		$213M Sell
374,084
-44,729
-11% -$29.2M 0.69% 35
2022
Q2 		$275M Sell
418,813
-47,209
-10% -$32.7M 0.74% 35
2022
Q1 		$346M Sell
466,022
-12,204
-3% -$8.78M 0.69% 33
2021
Q4 		$405M Hold
478,226
– – 0.75% 33
2021
Q3 		$378M Sell
478,226
-1,107
-0.2% -$920K 0.64% 31
2021
Q2 		$385M Sell
479,333
-2,492
-0.5% -$1.85M 0.57% 34
2021
Q1 		$327M Sell
481,825
-1,110
-0.2% -$762K 0.49% 39
2020
Q4 		$345M Buy
482,935
+20,831
+5% +$15.5M 0.56% 41
2020
Q3 		$351M Buy
462,104
+30,000
+7% +$22.7M 0.65% 24
2020
Q2 		$303M Buy
432,104
+52,000
+14% +$35.2M 0.77% 22
2020
Q1 		$237M Hold
380,104
– – 1.01% 15
2019
Q4 		$222M Sell
380,104
-100,600
-21% -$56.5M 0.83% 22
2019
Q3 		$277M Sell
480,704
-25,000
-5% -$13.4M 0.98% 14
2019
Q2 		$255M Buy
505,704
+16,800
+3% +$8.06M 1.01% 14
2019
Q1 		$222M Buy
488,904
+12,325
+3% +$5.02M 1.11% 18
2018
Q4 		$168M Buy
476,579
+35,932
+8% +$14M 1.09% 25
2018
Q3 		$191M Sell
440,647
-5,678
-1% -$2.49M 0.9% 26
2018
Q2 		$192M Hold
446,325
– – 0.89% 30
2018
Q1 		$187M Sell
446,325
-70,440
-14% -$29.6M 0.98% 28
2017
Q4 		$234M Buy
516,765
+76,423
+17% +$35.4M 1.38% 16
2017
Q3 		$197M Buy
440,342
+43,500
+11% +$19.5M 1.41% 21
2017
Q2 		$170M Buy
396,842
+24,860
+7% +$10.5M 1.37% 18
2017
Q1 		$149M Buy
371,982
+1,300
+0.4% +$494K 2.57% 15
2016
Q4 		$132M Buy
370,682
+32,882
+10% +$11.5M 2.61% 15
2016
Q3 		$122M Sell
337,800
-250
-0.1% -$92.7K 2.29% 20
2016
Q2 		$132M Buy
338,050
+107,730
+47% +$37.6M 2.54% 17
2016
Q1 		$76.2M Buy
+230,320
New +$70.1M 1.57% 28

Other funds holding EQIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Alkeon Capital Management held its Equinix (EQIX) position steady in Q1 2026 at 233,775 shares worth $229M. The position accounts for 0.39% of the portfolio, ranked #53.

Alkeon Capital Management first reported a position in EQIX in Q1 2016 and has held it in 41 quarters since. The position peaked at $405M in Q4 2021. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Alkeon Capital Management held 233,775 shares of Equinix worth $229M as of Q1 2026.
  • Alkeon Capital Management left its Equinix share count unchanged in Q1 2026.
  • Equinix made up 0.39% of Alkeon Capital Management's portfolio in Q1 2026, its #53 holding.
  • Alkeon Capital Management first reported a position in Equinix in Q1 2016 and has held it in 41 quarters since.
  • Alkeon Capital Management's Equinix position peaked at $405M in Q4 2021.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

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