ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 89
New Positions 19
Increased Positions 43
Decreased Positions 42
Positions with Activity 85
Sold Out Positions 18
Total Mkt Value (in $ millions) 5,464

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

Sector Weighting

Basic Materials
Capital Goods 0.43%
Conglomerates 0.32%
Consumer Cyclical 1.2%
Consumer/Non-Cyclical 0.84%
Energy
Financial 14.81%
Healthcare 11.57%
Services 28.76%
Technology 32.79%
Transportation 2.42%
Utilities

89 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
EBAY INC COM -140,244 Sold Out 0
ANALOG DEVICES INC COM -114,692 Sold Out 0
TIME WARNER INC COM NEW -87,112 Sold Out 0
AKAMAI TECHNOLOGIES INC COM -82,106 Sold Out 0
RALPH LAUREN CORP CL A -63,832 Sold Out 0
SCRIPPS NETWORKS INTERACT INC CL A COM -60,308 Sold Out 0
YOUKU TUDOU INC SPONSORED ADR 10,012 -53,897 (84.33) 407,500
SANDISK CORP COM -53,622 Sold Out 0
SILICON LABORATORIES INC COM -50,107 Sold Out 0
PHARMACYCLICS INC COM -40,418 Sold Out 0
MASTERCARD INC CL A 110,922 -36,075 (24.54) 1,537,380
SYNOPSYS INC COM 115,189 -35,656 (23.64) 3,144,665
LINKEDIN CORP COM CL A 25,721 -34,180 (57.06) 150,501
ASPEN TECHNOLOGY INC COM 76,112 -31,130 (29.03) 1,922,021
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A -28,146 Sold Out 0
CADENCE DESIGN SYSTEM INC COM 33,363 -25,673 (43.49) 2,274,223
TERADYNE INC COM 88,755 -24,913 (21.92) 4,733,587
SONY CORP ADR NEW 38,055 -24,551 (39.22) 2,051,500
VISHAY INTERTECHNOLOGY INC COM -21,244 Sold Out 0
ATMEL CORP COM -20,997 Sold Out 0