ALKEON CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 71
New Positions 7
Increased Positions 28
Decreased Positions 31
Positions with Activity 59
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,147

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

Sector Weighting

Basic Materials
Capital Goods 2.3%
Conglomerates 0.53%
Consumer Cyclical 0.83%
Consumer/Non-Cyclical 1.15%
Energy
Financial 14.42%
Healthcare 16.04%
Services 26.72%
Technology 28.64%
Transportation 4.59%
Utilities

71 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CROWN CASTLE INTL CORP NEW COM -147,861 Sold Out 0
DUNKIN BRANDS GROUP INC COM -66,775 Sold Out 0
LAS VEGAS SANDS CORP COM -15,676 Sold Out 0
LINKEDIN CORP COM CL A -60,399 Sold Out 0
POTBELLY CORP COM -8,788 Sold Out 0
VEECO INSTRS INC DEL COM -545 Sold Out 0
LEJU HLDGS LTD SPONSORED ADS 241 54 28.57 22,500
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 853 -640 (42.86) 100,000
IMMERSION CORP COM 1,779 1,779 New 205,000
WABCO HLDGS INC COM 2,470 New 24,500
E HOUSE CHINA HLDGS LTD ADR 3,420 760 28.57 450,000
CONTAINER STORE GROUP INC COM 6,315 -6,139 (49.29) 338,811
COUPONS COM INC COM 8,129 3,386 71.41 528,170
SOTHEBYS COM 13,738 -22,480 (62.07) 350,000
CONSTELLIUM NV CL A 16,191 4,780 41.89 1,050,000
AMERICAN EXPRESS CO COM 18,124 -75,781 (80.7) 205,390
OMNIVISION TECHNOLOGIES INC COM 20,729 New 784,900
CABELAS INC COM 23,637 -23,157 (49.49) 473,024
GROUPON INC COM CL A 25,613 3,497 15.81 3,750,045
SOUFUN HLDGS LTD ADR 25,710 5,472 27.04 3,758,800


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