Alkeon Capital Management’s Toast TOST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.4M	Hold	1,238,096	–	–	0.05%	95
2026 Q1	$32.8M	Buy	1,238,096 +88,096	+8%	+$2.63M	0.06%	87
2025 Q4	$40.8M	Buy	1,150,000 +250,000	+28%	+$9.01M	0.06%	94
2025 Q3	$32.9M	Hold	900,000	–	–	0.05%	92
2025 Q2	$39.9M	Buy	900,000 +400,000	+80%	+$15.7M	0.07%	83
2025 Q1	$16.6M	Hold	500,000	–	–	0.03%	93
2024 Q4	$18.2M	Hold	500,000	–	–	0.04%	82
2024 Q3	$14.2M	Hold	500,000	–	–	0.02%	85
2024 Q2	$12.9M	Sell	500,000 -500,000	-50%	-$12.1M	0.02%	94
2024 Q1	$24.9M	Buy	+1,000,000	New	+$20.7M	0.04%	85

Other funds holding TOST

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

Alkeon Capital Management's TOST Position: Q2 2026 in Review

Alkeon Capital Management held its Toast (TOST) position steady in Q2 2026 at 1,238,096 shares worth $34.4M. The position accounts for 0.05% of the portfolio, ranked #95.

Alkeon Capital Management first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.8M in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Alkeon Capital Management held 1,238,096 shares of Toast worth $34.4M as of Q2 2026.
Alkeon Capital Management left its Toast share count unchanged in Q2 2026.
Toast made up 0.05% of Alkeon Capital Management's portfolio in Q2 2026, its #95 holding.
Alkeon Capital Management first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
Alkeon Capital Management's Toast position peaked at $40.8M in Q4 2025.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.