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) 5,355

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

Sector Weighting

Basic Materials
Capital Goods 1.18%
Conglomerates 0%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 0%
Energy
Financial 16.31%
Healthcare 12.3%
Services 27.9%
Technology 32.13%
Transportation 4.73%
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 -16,758 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -47,762 Sold Out 0
CABELAS INC COM -25,751 Sold Out 0
CONSTELLIUM NV CL A -19,856 Sold Out 0
CONTAINER STORE GROUP INC COM -6,241 Sold Out 0
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A -923 Sold Out 0
GILEAD SCIENCES INC COM -98,458 Sold Out 0
LEJU HLDGS LTD SPONSORED ADS -214 Sold Out 0
MAXIM INTEGRATED PRODS INC COM -46,605 Sold Out 0
PENTAIR PLC SHS -76,158 Sold Out 0
QUALYS INC COM -35,323 Sold Out 0
SERVICENOW INC COM -38,197 Sold Out 0
SOTHEBYS COM -15,383 Sold Out 0
STARBUCKS CORP COM -69,930 Sold Out 0
E HOUSE CHINA HLDGS LTD ADR 707 -2,475 (77.78) 100,000
IMMERSION CORP COM 1,706 New 205,000
WABCO HLDGS INC COM 2,862 New 24,500
BEST BUY INC COM 9,930 -48,578 (83.03) 260,640
COUPONS COM INC COM 11,780 6,630 128.75 1,208,170
ANALOG DEVICES INC COM 14,635 14,635 New 250,000


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