ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 78
New Positions 6
Increased Positions 32
Decreased Positions 45
Positions with Activity 77
Sold Out Positions 15
Total Mkt Value (in $ millions) 5,466

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

Sector Weighting

Basic Materials
Capital Goods 1.39%
Conglomerates 0.44%
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 1.55%
Energy
Financial 16.2%
Healthcare 14.88%
Services 30.34%
Technology 27.24%
Transportation 2.55%
Utilities

78 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABCO HLDGS INC COM 2,287 New 24,500
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 2,181 312 16.67 175,000
VEECO INSTRS INC DEL COM 558 558 New 15,500
21VIANET GROUP INC SPONSORED ADR -13,350 Sold Out 0
APPLIED MATLS INC COM -169,362 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -41,379 Sold Out 0
CADENCE DESIGN SYSTEM INC COM -8,033 Sold Out 0
FACEBOOK INC CL A -55,300 Sold Out 0
GOOGLE INC CL C -90,006 Sold Out 0
GOOGLE INC CL A -91,794 Sold Out 0
INFORMATICA CORP COM -27,165 Sold Out 0
MELCO CROWN ENTMT LTD ADR -1,287 Sold Out 0
SIX FLAGS ENTMT CORP NEW COM -42,409 Sold Out 0
TUMI HLDGS INC COM -14,661 Sold Out 0
URBAN OUTFITTERS INC COM -35,527 Sold Out 0
WHOLE FOODS MKT INC COM -338 Sold Out 0
WYNN RESORTS LTD COM -138,717 Sold Out 0
YAHOO INC COM -81,040 Sold Out 0


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