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) 5,406

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 0.56%
Consumer Cyclical 0.83%
Consumer/Non-Cyclical 1.1%
Energy
Financial 14.34%
Healthcare 16.24%
Services 26.64%
Technology 28.56%
Transportation 4.58%
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 90,218 90,218 New 750,000
GOOGLE INC CL A 88,407 88,407 New 170,000
FACEBOOK INC CL A 51,922 51,922 New 650,000
BLACKSTONE GROUP L P COM UNIT LTD 43,784 43,784 New 1,275,000
SONY CORP ADR NEW 42,189 42,189 New 2,050,000
DOLLAR GEN CORP NEW COM 37,708 37,708 New 550,000
IMMERSION CORP COM 1,827 1,827 New 205,000


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