ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 74
New Positions 9
Increased Positions 32
Decreased Positions 37
Positions with Activity 69
Sold Out Positions 14
Total Mkt Value (in $ millions) 5,379

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

Sector Weighting

Basic Materials
Capital Goods 1.2%
Conglomerates 0%
Consumer Cyclical 1.21%
Consumer/Non-Cyclical 0%
Energy
Financial 16.32%
Healthcare 12.22%
Services 27.93%
Technology 32.28%
Transportation 4.5%
Utilities

74 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMERICAN EXPRESS CO COM -15,955 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -53,219 Sold Out 0
CABELAS INC COM -25,624 Sold Out 0
CONSTELLIUM NV CL A -19,226 Sold Out 0
CONTAINER STORE GROUP INC COM -5,824 Sold Out 0
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A -945 Sold Out 0
GILEAD SCIENCES INC COM -99,866 Sold Out 0
LEJU HLDGS LTD SPONSORED ADS -231 Sold Out 0
MAXIM INTEGRATED PRODS INC COM -44,844 Sold Out 0
PENTAIR PLC SHS -71,185 Sold Out 0
QUALYS INC COM -40,012 Sold Out 0
SERVICENOW INC COM -36,940 Sold Out 0
SOTHEBYS COM -14,973 Sold Out 0
STARBUCKS CORP COM -75,237 Sold Out 0
BEST BUY INC COM 9,169 -44,855 (83.03) 260,640
E HOUSE CHINA HLDGS LTD ADR 678 -2,373 (77.78) 100,000
AMAZON COM INC COM 56,092 -54,973 (49.5) 132,647
BIOMARIN PHARMACEUTICAL INC COM 84,178 -76,113 (47.48) 726,175
GUIDEWIRE SOFTWARE INC COM 28,011 -22,568 (44.62) 558,550
TWENTY FIRST CENTY FOX INC CL B 108,054 -47,944 (30.73) 3,211,593