ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 82
New Positions 11
Increased Positions 37
Decreased Positions 41
Positions with Activity 78
Sold Out Positions 10
Total Mkt Value (in $ millions) 6,049

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

Sector Weighting

Basic Materials
Capital Goods 1.08%
Conglomerates 0.38%
Consumer Cyclical 0.28%
Consumer/Non-Cyclical 0.86%
Energy
Financial 14.8%
Healthcare 10.91%
Services 32.63%
Technology 31.99%
Transportation 2.12%
Utilities

11 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A 161,538 161,538 New 2,970,000
CROWN CASTLE INTL CORP COM 161,428 161,428 New 2,205,000
WYNN RESORTS LTD COM 158,464 158,464 New 775,000
VIPSHOP HLDGS LTD SPONSORED ADR 85,396 85,396 New 400,000
QIHOO 360 TECHNOLOGY CO LTD ADS 64,448 64,448 New 650,000
FACEBOOK INC CL A 52,633 52,633 New 700,000
SOUFUN HLDGS LTD ADR 48,440 48,440 New 4,000,000
LAS VEGAS SANDS CORP COM 43,884 43,884 New 600,000
21VIANET GROUP INC SPONSORED ADR 20,143 20,143 New 740,000
COUPONS COM INC COM 7,313 7,313 New 310,000
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 2,114 2,114 New 150,000