ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 69
New Positions 9
Increased Positions 26
Decreased Positions 42
Positions with Activity 68
Sold Out Positions 14
Total Mkt Value (in $ millions) 5,321

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical 0.16%
Consumer/Non-Cyclical
Energy
Financial 14.41%
Healthcare 13.82%
Services 31.01%
Technology 33.1%
Transportation 3.22%
Utilities

26 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOLLAR TREE INC COM 272,399 107,319 65.01 3,529,401
BAIDU INC SPON ADR REP A 243,286 50,746 26.36 1,193,747
WALGREENS BOOTS ALLIANCE INC COM 225,202 129,243 134.69 2,605,000
ACTAVIS PLC SHS 216,680 216,680 New 719,030
FREESCALE SEMICONDUCTOR LTD SHS 174,326 174,326 New 4,040,000
CBS CORP (CLASS B) CL B 171,613 423 .25 2,786,377
SYNOPSYS INC COM 160,063 20,817 14.95 3,243,423
TWENTY FIRST CENTY FOX INC CL B 119,058 9,511 8.68 3,490,413
NORDSTROM INC COM 118,320 7,335 6.61 1,572,774
FACEBOOK INC CL A 104,944 16,350 18.46 1,303,000
AFFILIATED MANAGERS GROUP COM 102,799 360 .35 457,130
GOOGLE INC CL A 94,449 11,271 13.55 170,325
ACTIVISION BLIZZARD INC COM 81,262 4,155 5.39 3,188,000
ANALOG DEVICES INC COM 58,708 41,934 250 875,000
ON SEMICONDUCTOR CORP COM 58,553 36,398 164.29 4,625,000
FLEETCOR TECHNOLOGIES INC COM 55,283 55,283 New 358,400
CADENCE DESIGN SYSTEM INC COM 50,753 7,960 18.60 2,550,400
VALEANT PHARMACEUTICALS INTL I COM 47,506 47,506 New 200,000
TAKE-TWO INTERACTIVE SOFTWARE COM 41,790 4,089 10.85 1,533,000
FISERV INC COM 32,228 32,228 New 400,000


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