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) 5,557

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 0.31%
Consumer Cyclical 1.19%
Consumer/Non-Cyclical 0.84%
Energy
Financial 14.69%
Healthcare 11.63%
Services 28.85%
Technology 32.72%
Transportation 2.41%
Utilities

19 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN EXPRESS CO COM 146,574 146,574 New 1,700,000
PREMIER INC CL A 145,867 145,867 New 4,435,000
ALLIANCE DATA SYSTEMS CORP COM 91,898 91,898 New 375,000
BIOMARIN PHARMACEUTICAL INC COM 60,981 60,981 New 1,001,500
PITNEY BOWES INC COM 58,328 58,328 New 2,300,000
STARBUCKS CORP COM 46,492 46,492 New 662,755
CONTAINER STORE GROUP INC COM 43,464 43,464 New 1,375,000
FIREEYE INC COM 41,127 41,127 New 873,000
AFFILIATED MANAGERS GROUP COM 41,061 41,061 New 220,000
BEST BUY INC COM 34,272 34,272 New 1,400,000
WHOLE FOODS MKT INC COM 28,878 28,878 New 600,000
PENTAIR LTD SHS 23,865 23,865 New 300,000
SOTHEBYS COM 23,006 23,006 New 575,000
PANDORA MEDIA INC COM 17,779 17,779 New 658,000
POTBELLY CORP COM 16,199 16,199 New 944,542
BENEFITFOCUS INC COM 12,454 12,454 New 317,612
BLACKSTONE GROUP L P COM UNIT LTD 7,835 7,835 New 250,000
APOLLO GLOBAL MGMT LLC CL A SHS 4,407 4,407 New 155,656
E HOUSE CHINA HLDGS LTD ADR 1,305 1,305 New 125,000