ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 69
New Positions 9
Increased Positions 26
Decreased Positions 42
Positions with Activity 68
Sold Out Positions 14
Total Mkt Value (in $ millions) 5,320

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%
Conglomerates
Consumer Cyclical 0.16%
Consumer/Non-Cyclical
Energy
Financial 14.4%
Healthcare 13.87%
Services 30.83%
Technology 33.3%
Transportation 3.23%
Utilities

69 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACADIA PHARMACEUTICALS COM -51,916 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -99,956 Sold Out 0
AMAZON COM INC COM -56,583 Sold Out 0
BEST BUY INC COM -8,909 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM -58,978 Sold Out 0
E HOUSE CHINA HLDGS LTD ADR -564 Sold Out 0
GUIDEWIRE SOFTWARE INC COM -27,771 Sold Out 0
LILLY ELI & CO COM -22,923 Sold Out 0
PANDORA MEDIA INC COM -37,425 Sold Out 0
PITNEY BOWES INC COM -37,188 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -40,088 Sold Out 0
SINA CORP ORD -33,136 Sold Out 0
VISTEON CORP COM NEW -69,400 Sold Out 0
WABCO HLDGS INC COM -3,147 Sold Out 0
KANSAS CITY SOUTHERN COM NEW 9,240 -60,060 (86.67) 100,000
SONY CORP ADR NEW 8,468 -54,122 (86.47) 271,600
BIOMARIN PHARMACEUTICAL INC COM 35,580 -56,928 (61.54) 279,299
GROUPON INC COM CL A 9,608 -9,608 (50) 1,500,045
XILINX INC COM 72,817 -71,073 (49.39) 1,523,367
APPLE INC COM 111,033 -97,833 (46.84) 842,567


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