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) 5,394

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 1.22%
Consumer/Non-Cyclical 0%
Energy
Financial 16.3%
Healthcare 12.19%
Services 27.95%
Technology 32.32%
Transportation 4.49%
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 -16,078 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -54,251 Sold Out 0
CABELAS INC COM -25,406 Sold Out 0
CONSTELLIUM NV CL A -19,152 Sold Out 0
CONTAINER STORE GROUP INC COM -5,706 Sold Out 0
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A -940 Sold Out 0
GILEAD SCIENCES INC COM -100,484 Sold Out 0
LEJU HLDGS LTD SPONSORED ADS -240 Sold Out 0
MAXIM INTEGRATED PRODS INC COM -44,837 Sold Out 0
PENTAIR PLC SHS -71,460 Sold Out 0
QUALYS INC COM -42,268 Sold Out 0
SERVICENOW INC COM -36,870 Sold Out 0
SOTHEBYS COM -15,197 Sold Out 0
STARBUCKS CORP COM -75,469 Sold Out 0
WABCO HLDGS INC COM 3,099 New 24,500
E HOUSE CHINA HLDGS LTD ADR 707 -2,475 (77.78) 100,000
AMAZON COM INC COM 56,115 -54,995 (49.5) 132,647
GOOGLE INC CL A 82,926 -11,057 (11.77) 150,000
IMMERSION CORP COM 2,442 New 205,000
ANALOG DEVICES INC COM 15,813 15,813 New 250,000