ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 89
New Positions 19
Increased Positions 43
Decreased Positions 42
Positions with Activity 85
Sold Out Positions 18
Total Mkt Value (in $ millions) 5,547

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

Sector Weighting

Basic Materials
Capital Goods 0.43%
Conglomerates 0.3%
Consumer Cyclical 1.2%
Consumer/Non-Cyclical 0.85%
Energy
Financial 14.9%
Healthcare 11.64%
Services 28.79%
Technology 32.67%
Transportation 2.41%
Utilities

43 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CBS CORP (CLASS B) CL B 192,541 36,180 23.14 3,193,047
INTERCONTINENTALEXCHANGE GROUP COM 183,970 110,699 151.08 929,000
TRIPADVISOR INC COM 175,750 105,005 148.43 2,072,522
APPLE INC COM 175,550 57,610 48.85 338,241
APPLIED MATLS INC COM 166,442 15,931 10.58 8,797,170
CELGENE CORP COM 160,794 78,165 94.60 1,133,470
AMERICAN EXPRESS CO COM 148,580 148,580 New 1,700,000
PREMIER INC CL A 140,146 140,146 New 4,435,000
GILEAD SCIENCES INC COM 137,521 49,535 56.30 1,985,000
AMAZON COM INC COM 134,430 8,739 6.95 415,317
COSTCO WHSL CORP NEW COM 133,930 20,428 18.00 1,180,100
VISA INC COM CL A 129,674 31,404 31.96 619,384
ALEXION PHARMACEUTICALS INC COM 128,873 19,824 18.18 864,630
CARTER'S, INC. COM 125,298 7,408 6.28 1,691,390
NEWS CORP NEW CL B 125,266 22,892 22.36 7,633,532
CTRIP COM INTL LTD AMERICAN DEP SHS 113,222 28,529 33.68 2,182,800
YAHOO INC COM 101,780 10,905 12 2,800,000
ALLIANCE DATA SYSTEMS CORP COM 99,026 99,026 New 375,000
GOOGLE INC CL A 98,774 32,489 49.01 175,163
GOOGLE INC CL C 97,485 32,065 49.01 175,163


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