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) 6,038

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

Sector Weighting

Basic Materials
Capital Goods 1.06%
Conglomerates 0.38%
Consumer Cyclical 0.27%
Consumer/Non-Cyclical 0.86%
Energy
Financial 14.71%
Healthcare 10.76%
Services 33.21%
Technology 31.58%
Transportation 2.13%
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 21,379 21,379 New 740,000
CONTAINER STORE GROUP INC COM 19,720 -13,624 (40.86) 813,200
OMNIVISION TECHNOLOGIES INC COM 17,480 New 800,000
TUMI HLDGS INC COM 13,809 -9,145 (39.84) 715,880
POTBELLY CORP COM 8,875 -2,384 (21.17) 744,542
CADENCE DESIGN SYSTEM INC COM 7,910 -30,911 (79.62) 463,393
COUPONS COM INC COM 7,837 7,837 New 310,000
E HOUSE CHINA HLDGS LTD ADR 2,814 1,642 140 300,000
WABCO HLDGS INC COM 2,598 New 24,500
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 1,853 1,853 New 150,000
MELCO CROWN ENTMT LTD ADR 1,650 -1,320 (44.44) 50,000
WHOLE FOODS MKT INC COM 338 -22,222 (98.5) 9,000
APOLLO GLOBAL MGMT LLC CL A SHS -3,988 Sold Out 0
BENEFITFOCUS INC COM -13,425 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -131,405 Sold Out 0
FIREEYE INC COM -29,350 Sold Out 0
IMPERVA INC COM -11,223 Sold Out 0
SONY CORP ADR NEW -34,178 Sold Out 0
TIBCO SOFTWARE INC COM -31,076 Sold Out 0
YELP INC CL A -26,582 Sold Out 0


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