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

82 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
21VIANET GROUP INC SPONSORED ADR 20,143 20,143 New 740,000
OMNIVISION TECHNOLOGIES INC COM 17,672 New 800,000
CONTAINER STORE GROUP INC COM 16,809 -11,612 (40.86) 813,200
TUMI HLDGS INC COM 14,454 -9,572 (39.84) 715,880
POTBELLY CORP COM 8,719 -2,342 (21.17) 744,542
CADENCE DESIGN SYSTEM INC COM 7,822 -30,567 (79.62) 463,393
COUPONS COM INC COM 7,313 7,313 New 310,000
E HOUSE CHINA HLDGS LTD ADR 3,429 2,000 140 300,000
WABCO HLDGS INC COM 2,541 New 24,500
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 2,114 2,114 New 150,000
MELCO CROWN ENTMT LTD ADR 1,643 -1,314 (44.44) 50,000
WHOLE FOODS MKT INC COM 332 -21,798 (98.5) 9,000
APOLLO GLOBAL MGMT LLC CL A SHS -4,204 Sold Out 0
BENEFITFOCUS INC COM -12,371 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -146,248 Sold Out 0
FIREEYE INC COM -32,432 Sold Out 0
IMPERVA INC COM -11,658 Sold Out 0
SONY CORP ADR NEW -36,271 Sold Out 0
TIBCO SOFTWARE INC COM -32,205 Sold Out 0
YELP INC CL A -25,851 Sold Out 0