ALKEON CAPITAL MANAGEMENT LLC Information

350 MADISON AVENUE, NEW YORK, New York, 10017, (212) 389-8730

Report Date: 12/31/2014

Position Statistics

Total Positions 74
New Positions 9
Increased Positions 32
Decreased Positions 37
Positions with Activity 69
Sold Out Positions 14
Total Mkt Value (in $ millions) 5,316

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1.21%
Conglomerates 0%
Consumer Cyclical 1.2%
Consumer/Non-Cyclical 0%
Energy
Financial 16.57%
Healthcare 12.18%
Services 27.95%
Technology 32.06%
Transportation 4.51%
Utilities

37 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERCONTINENTAL EXCHANGE INC COM 215,772 -32,977 (13.26) 929,370
CELGENE CORP COM 188,356 -22,368 (10.62) 1,751,500
AMERISOURCEBERGEN CORP COM 185,407 -49,034 (20.92) 1,616,450
BAIDU INC SPON ADR REP A 183,980 -40,564 (18.07) 944,747
QUALCOMM INC COM 154,363 -27,671 (15.2) 2,257,755
COMCAST CORP NEW CL A 153,064 -39,484 (20.51) 2,639,940
VIPSHOP HLDGS LTD SPONSORED ADR 142,143 -38,920 (21.5) 5,113,060
ALEXION PHARMACEUTICALS INC COM 123,138 -41,800 (25.34) 730,570
TWENTY FIRST CENTY FOX INC CL B 106,625 -47,310 (30.73) 3,211,593
NEWS CORP NEW CL B 98,194 -31,718 (24.42) 6,167,994
VERISK ANALYTICS INC CL A 92,796 -11,475 (11.01) 1,245,415
CARTER'S, INC. COM 87,656 -14,826 (14.47) 870,034
BIOMARIN PHARMACEUTICAL INC COM 82,726 -74,800 (47.48) 726,175
GOOGLE INC CL A 81,457 -10,861 (11.77) 150,000
SONY CORP ADR NEW 60,884 -1,292 (2.08) 2,007,400
AMAZON COM INC COM 55,870 -54,755 (49.5) 132,647
TERADYNE INC COM 51,893 -6,111 (10.54) 2,618,208
QIHOO 360 TECHNOLOGY CO LTD ADS 50,216 -4,943 (8.96) 891,940
RESTORATION HARDWARE HLDGS INC COM 37,642 -6,520 (14.76) 433,010
GUIDEWIRE SOFTWARE INC COM 28,698 -23,121 (44.62) 558,550