ALKEON CAPITAL MANAGEMENT LLC
350 MADISON AVENUE, NEW YORK, New York, 10017, (212) 389-8730
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 79 |
| New Positions | 12 |
| Increased Positions | 40 |
| Decreased Positions | 35 |
| Positions with Activity | 75 |
| Sold Out Positions | 13 |
| Total Mkt Value (in $ millions) |
4,929 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0% |
| Conglomerates | 0.19% |
| Consumer Cyclical | 3.28% |
| Consumer/Non-Cyclical | 0.12% |
| Energy | |
| Financial | 6.87% |
| Healthcare | 2.48% |
| Services | 28.47% |
| Technology | 55.99% |
| Transportation | 2.6% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
40 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| QUALCOMM INC | COM | 319,764 | 319,764 | New | 4,837,575 |
| GOOGLE INC | CL A | 268,696 | 268,696 | New | 295,748 |
| SYNOPSYS INC | COM | 204,394 | 24,128 | 13.39 | 5,707,735 |
| EBAY INC | COM | 197,129 | 7,952 | 4.20 | 3,523,312 |
| SANDISK CORP | COM | 173,438 | 36,175 | 26.36 | 2,966,278 |
| CBS CORP (CLASS B) | CL B | 148,506 | 92,351 | 164.46 | 2,909,027 |
| VERISK ANALYTICS INC | CL A | 148,304 | 9,850 | 7.11 | 2,458,206 |
| XILINX INC | COM | 144,678 | 16,533 | 12.90 | 3,714,454 |
| TIME WARNER INC | COM NEW | 132,333 | 132,333 | New | 2,202,974 |
| TERADYNE INC | COM | 119,516 | 8,916 | 8.06 | 6,756,117 |
| APPLE INC | COM | 117,745 | 80,841 | 219.06 | 265,831 |
| ASPEN TECHNOLOGY INC | COM | 112,545 | 189 | .17 | 3,661,184 |
| TRIPADVISOR INC | COM | 104,699 | 64,615 | 161.20 | 1,671,700 |
| CARTER'S, INC. | COM | 104,273 | 69,103 | 196.49 | 1,467,600 |
| CADENCE DESIGN SYSTEM INC | COM | 103,620 | 44,706 | 75.88 | 7,097,293 |
| RALPH LAUREN CORP | CL A | 99,967 | 67,373 | 206.70 | 535,499 |
| E M C CORP MASS | COM | 96,875 | 25,328 | 35.40 | 4,009,709 |
| NEWS CORP | CL B | 87,135 | 37,380 | 75.13 | 2,626,933 |
| WYNN RESORTS LTD | COM | 84,028 | 39,664 | 89.41 | 587,160 |
| CABELAS INC | COM | 83,024 | 83,024 | New | 1,160,200 |
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