Alkeon Capital Management

Alkeon Capital Management as of Sept. 30, 2011

Portfolio Holdings for Alkeon Capital Management

Alkeon Capital Management holds 51 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.5 $179M 470k 381.32
Marvell Technology Group 4.9 $118M 8.1M 14.51
Red Hat 4.4 $106M 2.5M 42.26
Tibco Software 4.3 $102M 4.6M 22.39
Synopsys (SNPS) 4.0 $95M 3.9M 24.36
Baidu (BIDU) 3.9 $92M 857k 106.91
Maxim Integrated Products 3.7 $88M 3.8M 23.33
Amazon (AMZN) 3.3 $78M 359k 216.23
EMC Corporation 3.2 $77M 3.7M 20.99
Analog Devices (ADI) 3.2 $76M 2.4M 31.25
SanDisk Corporation 3.1 $73M 1.8M 40.36
Coach 3.0 $70M 1.4M 51.83
New Oriental Education & Tech 3.0 $70M 3.1M 22.97
Avago Technologies 3.0 $70M 2.1M 32.77
Verisk Analytics (VRSK) 2.9 $70M 2.0M 34.77
Focus Media Holding 2.9 $69M 4.1M 16.83
NetEase (NTES) 2.8 $68M 1.8M 38.16
Xilinx 2.8 $65M 2.4M 27.44
Ariba 2.7 $65M 2.3M 27.71
Aruba Networks 2.7 $64M 3.1M 20.91
Costco Wholesale Corporation (COST) 2.6 $62M 760k 82.13
Teradyne (TER) 2.2 $53M 4.8M 11.01
VeriFone Systems 2.1 $50M 1.4M 35.02
salesforce (CRM) 1.8 $44M 381k 114.28
Qlik Technologies 1.8 $42M 1.9M 21.63
Cadence Design Systems (CDNS) 1.7 $41M 4.5M 9.24
Dollar Tree (DLTR) 1.7 $40M 526k 75.14
Quest Software 1.6 $38M 2.4M 15.88
Lam Research Corporation (LRCX) 1.4 $33M 859k 37.98
Le Gaga Holdings 1.3 $31M 5.2M 5.89
Broadcom Corporation 1.2 $28M 850k 33.29
Aspen Technology 1.2 $29M 1.9M 15.27
Altera Corporation 1.1 $28M 872k 31.53
Poly 1.0 $23M 1.2M 18.37
FleetCor Technologies (FLT) 0.9 $21M 807k 26.26
Silicon Image 0.8 $19M 3.2M 5.87
OmniVision Technologies 0.7 $17M 1.2M 14.04
7 Days Group Holdings 0.6 $15M 1.2M 12.66
Nanometrics Incorporated 0.6 $14M 930k 14.50
iSoftStone Holdings 0.5 $11M 1.7M 6.49
E-House 0.4 $10M 1.8M 5.79
Ezchip Semiconductor Lt 0.4 $9.8M 295k 33.22
Shanda Games 0.4 $8.5M 2.1M 3.97
DemandTec 0.3 $7.5M 1.1M 6.54
Ceva (CEVA) 0.2 $4.3M 175k 24.31
ChinaCache International Holdings 0.2 $4.1M 896k 4.54
Audiocodes Ltd Com Stk (AUDC) 0.1 $1.7M 537k 3.12
Axt (AXTI) 0.1 $1.6M 322k 5.03
Internet Initiative Japan (IIJIY) 0.1 $1.1M 100k 11.41
TAOMEE HLDGS Ltd Sponsored 0.0 $958k 163k 5.88
iShares MSCI Japan Index 0.0 $237k 25k 9.48