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) 5,278

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 14.43%
Healthcare 13.82%
Services 30.8%
Technology 33.32%
Transportation 3.22%
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 -53,221 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -99,277 Sold Out 0
AMAZON COM INC COM -56,936 Sold Out 0
BEST BUY INC COM -9,044 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM -58,048 Sold Out 0
E HOUSE CHINA HLDGS LTD ADR -556 Sold Out 0
GUIDEWIRE SOFTWARE INC COM -27,062 Sold Out 0
LILLY ELI & CO COM -23,670 Sold Out 0
PANDORA MEDIA INC COM -36,736 Sold Out 0
PITNEY BOWES INC COM -36,536 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -39,387 Sold Out 0
SINA CORP ORD -32,584 Sold Out 0
VISTEON CORP COM NEW -69,015 Sold Out 0
WABCO HLDGS INC COM -3,097 Sold Out 0
KANSAS CITY SOUTHERN COM NEW 9,050 -58,825 (86.67) 100,000
GOOGLE INC CL A 92,882 11,084 13.55 170,325
VALEANT PHARMACEUTICALS INTL I COM 47,754 47,754 New 200,000
IMMERSION CORP COM 2,587 109 4.39 214,000
CINTAS CORP COM 23,244 23,244 New 270,000
SONY CORP ADR NEW 8,398 -53,671 (86.47) 271,600