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) 5,543

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

Sector Weighting

Basic Materials
Capital Goods 1.41%
Conglomerates 0.42%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 1.58%
Energy
Financial 16.17%
Healthcare 14.18%
Services 31.07%
Technology 27.53%
Transportation 2.42%
Utilities

78 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
21VIANET GROUP INC SPONSORED ADR -21,800 Sold Out 0
APPLIED MATLS INC COM -171,698 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -42,900 Sold Out 0
CADENCE DESIGN SYSTEM INC COM -8,058 Sold Out 0
FACEBOOK INC CL A -52,703 Sold Out 0
GOOGLE INC CL A -93,246 Sold Out 0
GOOGLE INC CL C -91,646 Sold Out 0
INFORMATICA CORP COM -26,710 Sold Out 0
MELCO CROWN ENTMT LTD ADR -1,470 Sold Out 0
SIX FLAGS ENTMT CORP NEW COM -46,532 Sold Out 0
TUMI HLDGS INC COM -16,816 Sold Out 0
URBAN OUTFITTERS INC COM -37,094 Sold Out 0
WHOLE FOODS MKT INC COM -349 Sold Out 0
WYNN RESORTS LTD COM -157,604 Sold Out 0
YAHOO INC COM -75,660 Sold Out 0
PITNEY BOWES INC COM 25,753 -38,519 (59.93) 961,640
LAS VEGAS SANDS CORP COM 20,396 -20,902 (50.61) 296,330
SOUFUN HLDGS LTD ADR 34,766 -12,234 (26.03) 2,958,800
BAIDU INC SPON ADR REP A 204,691 -71,115 (25.78) 938,047
PANDORA MEDIA INC COM 94,971 -30,441 (24.27) 3,413,780