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) 5,312

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 13.79%
Services 31.12%
Technology 33.04%
Transportation 3.24%
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 -51,955 Sold Out 0
ACTAVIS PLC SHS 216,586 216,586 New 719,030
ACTIVISION BLIZZARD INC COM 81,677 4,176 5.39 3,188,000
AFFILIATED MANAGERS GROUP COM 103,065 361 .35 457,130
ALEXION PHARMACEUTICALS INC COM 115,786 -7,367 (5.98) 686,870
ALLIANCE DATA SYSTEMS CORP COM -99,000 Sold Out 0
AMAZON COM INC COM -57,254 Sold Out 0
AMERISOURCEBERGEN CORP COM 114,862 -69,317 (37.64) 1,008,090
ANALOG DEVICES INC COM 57,304 40,931 250 875,000
APPLE INC COM 110,705 -97,544 (46.84) 842,567
APPLIED MATLS INC COM 28,190 14,085 99.86 1,399,000
ASPEN TECHNOLOGY INC COM 53,277 -15,446 (22.48) 1,207,271
ATMEL CORP COM 8,840 8,840 New 1,000,000
BAIDU INC SPON ADR REP A 238,905 49,832 26.36 1,193,747
BEST BUY INC COM -9,151 Sold Out 0
BIOMARIN PHARMACEUTICAL INC COM 35,437 -56,700 (61.54) 279,299
CADENCE DESIGN SYSTEM INC COM 50,549 7,928 18.60 2,550,400
CARTER'S, INC. COM 82,066 -5,538 (6.32) 815,034
CBS CORP (CLASS B) CL B 172,226 424 .25 2,786,377
CELGENE CORP COM 202,943 -581 (0.29) 1,746,500


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