This top performing growth fund likes tech stocks for the coming labor shortage as it expects sector to become half of S&P 500

Alkeon Growth Partners was up 1.65% for October, bringing its year-to-date return to 26.96%. The fund had 122 long positions and 119 short positions with a net exposure of 80% and gross exposure of 182%. Alkeon's long positions contributed positively to its performance, while its short positions and hedges detracted.

Q3 . . .


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