Alkeon Capital Management
KVYO icon

Alkeon Capital Management’s Klaviyo KVYO Stock Holding History

Alkeon Capital Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200,000
Closed -$8.25M – 108
2024
Q4 		$8.25M Sell
200,000
-100,000
-33% -$3.82M 0.02% 87
2024
Q3 		$10.6M Buy
+300,000
New +$8.7M 0.02% 89

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Alkeon Capital Management's KVYO Position: Q1 2025 in Review

Alkeon Capital Management sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 200,000 shares — an estimated $8.25M sold.

Alkeon Capital Management first reported a position in KVYO in Q3 2024 and held it in 2 quarters. The position peaked at $10.6M in Q3 2024. 216 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Alkeon Capital Management reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Alkeon Capital Management sold 200,000 Klaviyo shares in Q1 2025, an estimated $8.25M.
  • Alkeon Capital Management first reported a position in Klaviyo in Q3 2024 and held it in 2 quarters.
  • Alkeon Capital Management's Klaviyo position peaked at $10.6M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Alkeon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.