ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 71
New Positions 7
Increased Positions 28
Decreased Positions 31
Positions with Activity 59
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,298

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

Sector Weighting

Basic Materials
Capital Goods 2.4%
Conglomerates 0.49%
Consumer Cyclical 0.84%
Consumer/Non-Cyclical 1.1%
Energy
Financial 14.26%
Healthcare 15.64%
Services 26.53%
Technology 29.13%
Transportation 4.68%
Utilities

7 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KANSAS CITY SOUTHERN COM NEW 93,150 93,150 New 750,000
GOOGLE INC CL A 92,439 92,439 New 170,000
FACEBOOK INC CL A 47,840 47,840 New 650,000
SONY CORP ADR NEW 41,984 41,984 New 2,050,000
BLACKSTONE GROUP L P COM UNIT LTD 41,897 41,897 New 1,275,000
DOLLAR GEN CORP NEW COM 36,603 36,603 New 550,000
IMMERSION CORP COM 1,796 1,796 New 205,000