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) 5,438

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 0.57%
Consumer Cyclical 0.85%
Consumer/Non-Cyclical 1.13%
Energy
Financial 14.37%
Healthcare 15.62%
Services 26.73%
Technology 28.92%
Transportation 4.62%
Utilities

71 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
E HOUSE CHINA HLDGS LTD ADR 3,456 768 28.57 450,000
WABCO HLDGS INC COM 2,601 New 24,500
IMMERSION CORP COM 1,952 1,952 New 205,000
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 916 -687 (42.86) 100,000
LEJU HLDGS LTD SPONSORED ADS 248 55 28.57 22,500
CROWN CASTLE INTL CORP NEW COM -154,875 Sold Out 0
DUNKIN BRANDS GROUP INC COM -62,678 Sold Out 0
LAS VEGAS SANDS CORP COM -17,264 Sold Out 0
LINKEDIN CORP COM CL A -65,913 Sold Out 0
POTBELLY CORP COM -9,032 Sold Out 0
VEECO INSTRS INC DEL COM -549 Sold Out 0


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