Companies Backed by Alkeon Capital Management
8 companies in Alkeon Capital Management's investment portfolio.
Back to Alkeon Capital Management profileInvestment Thesis
“Applies rigorous fundamental research across public and private technology companies to identify compounding growth opportunities.”
Portfolio Companies (8)
CrowdStrike
CrowdStrike sells cloud-delivered endpoint security, threat intelligence and incident response through its Falcon platform. It went public on the Nasdaq in June 2019 (CRWD) and joined the S&P 500 in 2024.
Databricks
Databricks sells a cloud data and AI platform built around its lakehouse architecture. It remains private and closed a $5 billion round at a $190 billion valuation in August 2026.
MongoDB
MongoDB, founded in 2007 as 10gen, builds the MongoDB document database and the Atlas cloud data platform. It listed on Nasdaq under the ticker MDB in October 2017.
Snowflake
Snowflake Inc. is an American cloud-based data platform company founded in San Mateo, California, and headquartered in Bozeman, Montana.
Toast
Cloud-based restaurant management platform providing point-of-sale, payment processing, and operational tools for restaurants.
UiPath
UiPath makes robotic process automation and agentic automation software for enterprises. Founded in Bucharest in 2005, it is based in New York and has traded on the NYSE as PATH since April 2021.
Unity
Unity (Unity Software Inc., NYSE: U) makes the Unity real-time 3D game engine and a mobile advertising business. It went public in September 2020 at $52 per share after 16 years as a private company.
Zoom
Video communications platform providing video conferencing, webinars, phone systems, and collaboration tools for businesses and consumers.
Portfolio Analysis
Alkeon Capital Management has built a portfolio of 8 companies across 5 sectors, including Cybersecurity, DevTools, Enterprise and 2 others. Of these investments, 4 have achieved successful exits through acquisitions or IPOs, demonstrating the firm's track record of backing companies to meaningful outcomes.
The portfolio reflects investments across the IPO, Series D+ stages, showing Alkeon Capital Management's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has Alkeon Capital Management invested in?
Alkeon Capital Management has invested in 8+ companies across 5 different sectors. Of these, 4 have achieved successful exits through acquisitions or IPOs.
What sectors does Alkeon Capital Management invest in?
Alkeon Capital Management's portfolio spans Cybersecurity, DevTools, Enterprise, Gaming, SaaS. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Alkeon Capital Management invest at?
Alkeon Capital Management invests across the IPO, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has Alkeon Capital Management had?
Alkeon Capital Management has had 4 portfolio companies achieve exits through acquisitions or IPOs. This track record of exits demonstrates the firm's ability to identify and support companies through successful outcomes.