Alkeon Capital Management LLC raised its holdings in Rubrik, Inc. by 40%, adding 200,000 shares during the first quarter. This move, revealed in the firm’s SEC filing, brings Alkeon’s total Rubrik ownership to 700,000 shares.

In a slight adjustment to its portfolio, Alkeon Capital Management LLC sold 348 shares of Yum! Brands, Inc. during the first quarter, representing a 0.1% reduction in its position. Despite the sale, Alkeon remains a significant stakeholder, with 465,603 shares valued at $73,267,000.

Alkeon Capital Management LLC has reduced its holdings in New Oriental Education & Technology Group by 16.4% in the first quarter, according to its latest SEC filing. Despite this decrease, the institutional investor still retains over one million shares of the company’s stock, indicating an ongoing interest in the education sector.