# EDGAR Filing Document

**Accession Number:** 0001230239
**File Stem:** 0000919574-25-005174
**Filing Date:** 2025-8
**Character Count:** 54034
**Document Hash:** b56b5faa81ab6f358ba83a5bcf63c71d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000919574-25-005174.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0000919574-25-005174

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ALKEON CAPITAL MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001230239

**ORGANIZATION NAME:**
- **EIN:** 134200093
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10451
- **FILM NUMBER:** 251266128

**BUSINESS ADDRESS:**
- **STREET 1:** 350 MADISON AVENUE
- **STREET 2:** 20TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 2127166576

**MAIL ADDRESS:**
- **STREET 1:** 350 MADISON AVENUE
- **STREET 2:** 20TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001230239

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** ALKEON CAPITAL MANAGEMENT LLC

**Address:** 350 MADISON AVENUE, NEW YORK, NY 10017

**Telephone number:** 212-716-6575

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-10451

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300UIY3LFCTQ6PR80

**Report Type (check only one):**

Institutional Manager.

- [ ] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [x] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER               | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| RHYTHM PHARMACEUTICALS INC   | 76243J105 | 09/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |   4012           |                0 | FOR         |                           4012           | FOR                         |  |
| RHYTHM PHARMACEUTICALS INC   | 76243J105 | 09/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |    254           |                0 | FOR         |                            254           | FOR                         |  |
| ELASTIC N V                  | N14506104 | 10/01/2024     | Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  44667           |                0 | FOR         |                          44667           | FOR                         |  |
| ELASTIC N V                  | N14506104 | 10/01/2024     | Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   2526           |                0 | FOR         |                           2526           | FOR                         |  |
| CINTAS CORP                  | 172908105 | 10/29/2024     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  20875           |                0 | FOR         |                          20875           | FOR                         |  |
| CINTAS CORP                  | 172908105 | 10/29/2024     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   1210           |                0 | FOR         |                           1210           | FOR                         |  |
| LAM RESEARCH CORP            | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 162522           |                0 | FOR         |                         162522           | FOR                         |  |
| LAM RESEARCH CORP            | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   9756           |                0 | FOR         |                           9756           | FOR                         |  |
| KLA CORP                     | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 328091           |                0 | FOR         |                         328091           | FOR                         |  |
| KLA CORP                     | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  17184           |                0 | FOR         |                          17184           | FOR                         |  |
| PAYLOCITY HLDG CORP          | 70438V106 | 12/05/2024     | Advisory vote to approve the compensation of named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  17891           |                0 | FOR         |                          17891           | FOR                         |  |
| MICROSOFT CORP               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 579255           |                0 | FOR         |                         579255           | FOR                         |  |
| MICROSOFT CORP               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  20731           |                0 | FOR         |                          20731           | FOR                         |  |
| VISA INC                     | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 501968           |                0 | FOR         |                         501968           | FOR                         |  |
| VISA INC                     | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  17592           |                0 | FOR         |                          17592           | FOR                         |  |
| APPLE INC                    | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   2375           |                0 | FOR         |                           2375           | FOR                         |  |
| APPLIED MATLS INC            | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  45000           |                0 | FOR         |                          45000           | FOR                         |  |
| TRANSDIGM GROUP INC          | 893641100 | 03/06/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  78461           |                0 | FOR         |                          78461           | FOR                         |  |
| ANALOG DEVICES INC           | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 873358           |                0 | FOR         |                         873358           | FOR                         |  |
| ANALOG DEVICES INC           | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  49669           |                0 | FOR         |                          49669           | FOR                         |  |
| QUALCOMM INC                 | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   1631           |                0 | FOR         |                           1631           | FOR                         |  |
| SYNOPSYS INC                 | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                           | SECTION 14A SAY-ON-PAY VOTES | 210130           |                0 | FOR         |                         210130           | FOR                         |  |
| SYNOPSYS INC                 | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                           | SECTION 14A SAY-ON-PAY VOTES |    154           |                0 | FOR         |                            154           | FOR                         |  |
| SHERWIN WILLIAMS CO          | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    414           |                0 | FOR         |                            414           | FOR                         |  |
| SHERWIN WILLIAMS CO          | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |     22           |                0 | FOR         |                             22           | FOR                         |  |
| CONSTELLATION ENERGY CORP    | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 178229           |                0 | FOR         |                         178229           | FOR                         |  |
| CONSTELLATION ENERGY CORP    | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  23599           |                0 | FOR         |                          23599           | FOR                         |  |
| VISTRA CORP                  | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 375962           |                0 | FOR         |                         375962           | FOR                         |  |
| VISTRA CORP                  | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  36767           |                0 | FOR         |                          36767           | FOR                         |  |
| ENTERGY CORP NEW             | 29364G103 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 306636           |                0 | FOR         |                         306636           | FOR                         |  |
| ENTERGY CORP NEW             | 29364G103 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  45057           |                0 | FOR         |                          45057           | FOR                         |  |
| UBER TECHNOLOGIES INC        | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.09588e+06 |                0 | FOR         |                              1.09588e+06 | FOR                         |  |
| UBER TECHNOLOGIES INC        | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |    541           |                0 | FOR         |                            541           | FOR                         |  |
| GE AEROSPACE                 | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 255738           |                0 | AGAINST     |                         255738           | AGAINST                     |  |
| GE AEROSPACE                 | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  16738           |                0 | AGAINST     |                          16738           | AGAINST                     |  |
| S GLOBAL INC                 | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                          | SECTION 14A SAY-ON-PAY VOTES |  53775           |                0 | AGAINST     |                          53775           | AGAINST                     |  |
| S GLOBAL INC                 | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                          | SECTION 14A SAY-ON-PAY VOTES |   3481           |                0 | AGAINST     |                           3481           | AGAINST                     |  |
| CADENCE DESIGN SYSTEM INC    | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 560880           |                0 | FOR         |                         560880           | FOR                         |  |
| CADENCE DESIGN SYSTEM INC    | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  21916           |                0 | FOR         |                          21916           | FOR                         |  |
| TERADYNE INC                 | 880770102 | 05/09/2025     | To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 512132           |                0 | FOR         |                         512132           | FOR                         |  |
| TERADYNE INC                 | 880770102 | 05/09/2025     | To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  22195           |                0 | FOR         |                          22195           | FOR                         |  |
| VULCAN MATLS CO              | 929160109 | 05/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 198063           |                0 | FOR         |                         198063           | FOR                         |  |
| VULCAN MATLS CO              | 929160109 | 05/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  31660           |                0 | FOR         |                          31660           | FOR                         |  |
| NISOURCE INC                 | 65473P105 | 05/12/2025     | To approve named executive officer compensation on an advisory basis.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 808680           |                0 | FOR         |                         808680           | FOR                         |  |
| NISOURCE INC                 | 65473P105 | 05/12/2025     | To approve named executive officer compensation on an advisory basis.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  58334           |                0 | FOR         |                          58334           | FOR                         |  |
| MEREO BIOPHARMA GROUP PLC    | 589492107 | 05/13/2025     | That the compensation of the Company's named executive officers be approved, on an advisory (non-binding) basis.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      3.90218e+06 |                0 | FOR         |                              3.90218e+06 | FOR                         |  |
| MEREO BIOPHARMA GROUP PLC    | 589492107 | 05/13/2025     | That the frequency of future advisory votes on the compensation of the Company's named executive officers be approved, on an advisory (non-binding) basis.                                                  | SECTION 14A SAY-ON-PAY VOTES |      3.90218e+06 |                0 | ONE YEAR    |                              3.90218e+06 | AGAINST                     |  |
| AMERICAN TOWER CORP NEW      | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 157314           |                0 | FOR         |                         157314           | FOR                         |  |
| AMERICAN TOWER CORP NEW      | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   9480           |                0 | FOR         |                           9480           | FOR                         |  |
| AMPHENOL CORP NEW            | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 928936           |                0 | FOR         |                         928936           | FOR                         |  |
| AMPHENOL CORP NEW            | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  60842           |                0 | FOR         |                          60842           | FOR                         |  |
| MARTIN MARIETTA MATLS INC    | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |  70886           |                0 | FOR         |                          70886           | FOR                         |  |
| MARTIN MARIETTA MATLS INC    | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |  12598           |                0 | FOR         |                          12598           | FOR                         |  |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 614610           |                0 | AGAINST     |                         614610           | AGAINST                     |  |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  40058           |                0 | AGAINST     |                          40058           | AGAINST                     |  |
| YUM BRANDS INC               | 988498101 | 05/15/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 155151           |                0 | FOR         |                         155151           | FOR                         |  |
| YUM BRANDS INC               | 988498101 | 05/15/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     80           |                0 | FOR         |                             80           | FOR                         |  |
| INTERCONTINENTAL EXCHANGE IN | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 671315           |                0 | FOR         |                         671315           | FOR                         |  |
| INTERCONTINENTAL EXCHANGE IN | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  38096           |                0 | FOR         |                          38096           | FOR                         |  |
| BURLINGTON STORES INC        | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   3427           |                0 | FOR         |                           3427           | FOR                         |  |
| BURLINGTON STORES INC        | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    222           |                0 | FOR         |                            222           | FOR                         |  |
| AMAZON COM INC               | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      2.44813e+06 |                0 | AGAINST     |                              2.44813e+06 | AGAINST                     |  |
| AMAZON COM INC               | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  97637           |                0 | AGAINST     |                          97637           | AGAINST                     |  |
| EQUINIX INC                  | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 130349           |                0 | FOR         |                         130349           | FOR                         |  |
| EQUINIX INC                  | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   8491           |                0 | FOR         |                           8491           | FOR                         |  |
| ROSS STORES INC              | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 239367           |                0 | FOR         |                         239367           | FOR                         |  |
| ROSS STORES INC              | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   1730           |                0 | FOR         |                           1730           | FOR                         |  |
| SS TECHNOLOGIES HLDGS INC    | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 683916           |                0 | FOR         |                         683916           | FOR                         |  |
| SS TECHNOLOGIES HLDGS INC    | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  14475           |                0 | FOR         |                          14475           | FOR                         |  |
| QUANTA SVCS INC              | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation;                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 255894           |                0 | FOR         |                         255894           | FOR                         |  |
| QUANTA SVCS INC              | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation;                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  16771           |                0 | FOR         |                          16771           | FOR                         |  |
| META PLATFORMS INC           | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES | 793386           |                0 | AGAINST     |                         793386           | AGAINST                     |  |
| META PLATFORMS INC           | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |   3285           |                0 | AGAINST     |                           3285           | AGAINST                     |  |
| META PLATFORMS INC           | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES | 793386           |                0 | ONE YEAR    |                         793386           | AGAINST                     |  |
| META PLATFORMS INC           | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |   3285           |                0 | ONE YEAR    |                           3285           | AGAINST                     |  |
| LOWES COS INC                | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   3312           |                0 | FOR         |                           3312           | FOR                         |  |
| LOWES COS INC                | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |    274           |                0 | FOR         |                            274           | FOR                         |  |
| AKERO THERAPEUTICS INC       | 00973Y108 | 06/03/2025     | To consider and act upon a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 558119           |                0 | FOR         |                         558119           | FOR                         |  |
| AKERO THERAPEUTICS INC       | 00973Y108 | 06/03/2025     | To consider and act upon a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   9189           |                0 | FOR         |                           9189           | FOR                         |  |
| EXPEDIA GROUP INC            | 30212P303 | 06/03/2025     | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 227960           |                0 | AGAINST     |                         227960           | AGAINST                     |  |
| EXPEDIA GROUP INC            | 30212P303 | 06/03/2025     | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  54183           |                0 | AGAINST     |                          54183           | AGAINST                     |  |
| KEROS THERAPEUTICS INC       | 492327101 | 06/04/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement.                                                              | SECTION 14A SAY-ON-PAY VOTES | 237903           |                0 | FOR         |                         237903           | FOR                         |  |
| KEROS THERAPEUTICS INC       | 492327101 | 06/04/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement.                                                              | SECTION 14A SAY-ON-PAY VOTES |  20249           |                0 | FOR         |                          20249           | FOR                         |  |
| PMV PHARMACEUTICALS INC      | 69353Y103 | 06/05/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 827180           |                0 | AGAINST     |                         827180           | AGAINST                     |  |
| PMV PHARMACEUTICALS INC      | 69353Y103 | 06/05/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  50650           |                0 | AGAINST     |                          50650           | AGAINST                     |  |
| SAREPTA THERAPEUTICS INC     | 803607100 | 06/05/2025     | ADVISORY VOTE TO APPROVE, ON A NON-BINDING BASIS, NAMED EXECUTIVE OFFICER COMPENSATION                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 311944           |                0 | FOR         |                         311944           | FOR                         |  |
| SAREPTA THERAPEUTICS INC     | 803607100 | 06/05/2025     | ADVISORY VOTE TO APPROVE, ON A NON-BINDING BASIS, NAMED EXECUTIVE OFFICER COMPENSATION                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  20417           |                0 | FOR         |                          20417           | FOR                         |  |
| TJX COS INC NEW              | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.36134e+06 |                0 | FOR         |                              1.36134e+06 | FOR                         |  |
| TJX COS INC NEW              | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  78878           |                0 | FOR         |                          78878           | FOR                         |  |
| CHIPOTLE MEXICAN GRILL INC   | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  11363           |                0 | AGAINST     |                          11363           | AGAINST                     |  |
| CHIPOTLE MEXICAN GRILL INC   | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    346           |                0 | AGAINST     |                            346           | AGAINST                     |  |
| BIOCRYST PHARMACEUTICALS INC | 09058V103 | 06/12/2025     | To hold a non-binding, advisory vote regarding executive compensation.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      2.61547e+06 |                0 | FOR         |                              2.61547e+06 | FOR                         |  |
| BIOCRYST PHARMACEUTICALS INC | 09058V103 | 06/12/2025     | To hold a non-binding, advisory vote regarding executive compensation.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 173613           |                0 | FOR         |                         173613           | FOR                         |  |
| STANDARDAERO INC             | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                      | SECTION 14A SAY-ON-PAY VOTES | 683149           |                0 | ONE YEAR    |                         683149           | FOR                         |  |
| STANDARDAERO INC             | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                      | SECTION 14A SAY-ON-PAY VOTES |  42170           |                0 | ONE YEAR    |                          42170           | FOR                         |  |
| STANDARDAERO INC             | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the compensation of the Company's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 683149           |                0 | FOR         |                         683149           | FOR                         |  |
| STANDARDAERO INC             | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the compensation of the Company's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  42170           |                0 | FOR         |                          42170           | FOR                         |  |
| TOAST INC                    | 888787108 | 06/13/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 173054           |                0 | FOR         |                         173054           | FOR                         |  |
| BLOCK INC                    | 852234103 | 06/17/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 162290           |                0 | FOR         |                         162290           | FOR                         |  |
| BLOCK INC                    | 852234103 | 06/17/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  16487           |                0 | FOR         |                          16487           | FOR                         |  |
| CELESTICA INC                | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  48013           |                0 | FOR         |                          48013           | FOR                         |  |
| CELESTICA INC                | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  15465           |                0 | FOR         |                          15465           | FOR                         |  |
| CELESTICA INC                | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica inc.'s named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |  48013           |                0 | ONE YEAR    |                          48013           | FOR                         |  |
| CELESTICA INC                | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica inc.'s named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |  15465           |                0 | ONE YEAR    |                          15465           | FOR                         |  |
| MERCADOLIBRE INC             | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     30           |                0 | FOR         |                             30           | FOR                         |  |
| BLUEPRINT MEDICINES CORP     | 09627Y109 | 06/18/2025     | Approval of a non-binding advisory vote on the compensation paid to our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 130582           |                0 | FOR         |                         130582           | FOR                         |  |
| BLUEPRINT MEDICINES CORP     | 09627Y109 | 06/18/2025     | Approval of a non-binding advisory vote on the compensation paid to our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  21784           |                0 | FOR         |                          21784           | FOR                         |  |
| MASTERCARD INCORPORATED      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 271848           |                0 | FOR         |                         271848           | FOR                         |  |
| MASTERCARD INCORPORATED      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  15441           |                0 | FOR         |                          15441           | FOR                         |  |
| OKTA INC                     | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 107504           |                0 | FOR         |                         107504           | FOR                         |  |
| OKTA INC                     | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  44881           |                0 | FOR         |                          44881           | FOR                         |  |
| OKTA INC                     | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve the compensation of our named executive officers.                                               | SECTION 14A SAY-ON-PAY VOTES | 107504           |                0 | ONE YEAR    |                         107504           | FOR                         |  |
| OKTA INC                     | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve the compensation of our named executive officers.                                               | SECTION 14A SAY-ON-PAY VOTES |  44881           |                0 | ONE YEAR    |                          44881           | FOR                         |  |
| RHYTHM PHARMACEUTICALS INC   | 76243J105 | 06/24/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  22923           |                0 | AGAINST     |                          22923           | AGAINST                     |  |
| RHYTHM PHARMACEUTICALS INC   | 76243J105 | 06/24/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  14559           |                0 | AGAINST     |                          14559           | AGAINST                     |  |
| NVIDIA CORPORATION           | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  90460           |                0 | FOR         |                          90460           | FOR                         |  |
| DELL TECHNOLOGIES INC        | 24703L202 | 06/26/2025     | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                | SECTION 14A SAY-ON-PAY VOTES |  49285           |                0 | FOR         |                          49285           | FOR                         |  |
| DELL TECHNOLOGIES INC        | 24703L202 | 06/26/2025     | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                | SECTION 14A SAY-ON-PAY VOTES |   3219           |                0 | FOR         |                           3219           | FOR                         |  |
| UIPATH INC                   | 90364P105 | 06/26/2025     | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote").                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      3.92295e+06 |                0 | FOR         |                              3.92295e+06 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** ALKEON CAPITAL MANAGEMENT LLC

**By (Signature):** Jennifer Shufro

**By (Printed Signature):** Jennifer Shufro

**By (Title):** Compliance Officer

**Date:** 08/27/2025