Alkeon Capital Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.9M Buy
900,000
+400,000
+80% +$17.7M 0.07% 63
2025
Q1
$16.6M Hold
500,000
0.03% 70
2024
Q4
$18.2M Hold
500,000
0.04% 62
2024
Q3
$14.2M Hold
500,000
0.02% 66
2024
Q2
$12.9M Sell
500,000
-500,000
-50% -$12.9M 0.02% 72
2024
Q1
$24.9M Buy
+1,000,000
New +$24.9M 0.04% 61