Alkeon Capital Management

Alkeon Capital Management as of June 30, 2013

Portfolio Holdings for Alkeon Capital Management

Alkeon Capital Management holds 68 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 7.1 $319M 5.2M 61.09
Google 6.1 $273M 311k 880.37
Synopsys (SNPS) 4.6 $204M 5.7M 35.75
CBS Corporation 3.2 $141M 2.9M 48.87
SanDisk Corporation 3.0 $135M 2.2M 61.10
eBay (EBAY) 2.9 $131M 2.5M 51.72
Xilinx 2.9 $130M 3.3M 39.61
Verisk Analytics (VRSK) 2.9 $128M 2.1M 59.70
Amazon (AMZN) 2.7 $120M 433k 277.69
Teradyne (TER) 2.6 $118M 6.7M 17.57
Costco Wholesale Corporation (COST) 2.6 $116M 1.0M 110.57
Apple (AAPL) 2.6 $115M 289k 396.53
News Corporation 2.5 $114M 3.5M 32.82
Analog Devices (ADI) 2.5 $112M 2.5M 45.06
AmerisourceBergen (COR) 2.5 $111M 2.0M 55.83
Carter's (CRI) 2.4 $105M 1.4M 74.07
Cadence Design Systems (CDNS) 2.3 $103M 7.1M 14.48
Cabela's Incorporated 1.9 $85M 1.3M 64.76
Visa (V) 1.8 $82M 449k 182.75
Time Warner 1.8 $82M 1.4M 57.82
Baidu (BIDU) 1.7 $77M 816k 94.60
Ralph Lauren Corp (RL) 1.7 $77M 444k 173.74
Chipotle Mexican Grill (CMG) 1.7 $76M 208k 364.35
Aspen Technology 1.7 $75M 2.6M 28.79
MasterCard Incorporated (MA) 1.6 $73M 126k 574.51
Dollar Tree (DLTR) 1.5 $66M 1.3M 50.84
Silicon Laboratories (SLAB) 1.5 $65M 1.6M 41.41
Wynn Resorts (WYNN) 1.3 $60M 468k 127.97
Informatica Corporation 1.3 $60M 1.7M 34.98
Urban Outfitters (URBN) 1.3 $59M 1.5M 40.22
Applied Materials (AMAT) 1.3 $58M 3.9M 14.92
Alexion Pharmaceuticals 1.3 $58M 625k 92.24
Tibco Software 1.2 $56M 2.6M 21.40
Gilead Sciences (GILD) 1.2 $54M 1.1M 51.27
Six Flags Entertainment (SIX) 1.2 $53M 1.5M 35.16
Tripadvisor (TRIP) 1.1 $49M 804k 60.87
Akamai Technologies (AKAM) 1.1 $49M 1.1M 42.55
Dunkin' Brands Group 1.1 $49M 1.1M 42.82
Scripps Networks Interactive 1.1 $48M 725k 66.76
D Tumi Holdings 1.1 $48M 2.0M 24.00
Servicenow (NOW) 1.0 $45M 1.1M 40.39
Sohu 1.0 $44M 716k 61.62
Linkedin Corp 0.9 $42M 235k 178.30
Vishay Intertechnology (VSH) 0.9 $41M 3.0M 13.89
Guidewire Software (GWRE) 0.9 $41M 977k 42.05
Groupon 0.8 $34M 4.0M 8.55
Youku 0.6 $29M 1.5M 19.19
Yelp Inc cl a (YELP) 0.6 $28M 816k 34.77
Imperva 0.6 $27M 602k 45.04
Electronic Arts (EA) 0.6 $26M 1.2M 22.99
Restoration Hardware Hldgs I 0.6 $27M 353k 75.00
Atmel Corporation 0.4 $20M 2.7M 7.34
Broadcom Corporation 0.4 $19M 561k 33.79
E Commerce China Dangdang 0.4 $16M 2.4M 6.94
OmniVision Technologies 0.3 $15M 800k 18.65
Shutterfly 0.3 $15M 261k 55.91
NetEase (NTES) 0.3 $14M 225k 63.17
Pharmacyclics 0.3 $12M 150k 79.48
Qualys (QLYS) 0.3 $11M 710k 16.12
Tractor Supply Company (TSCO) 0.2 $11M 94k 117.55
Sony Corporation (SONY) 0.1 $6.4M 300k 21.19
Le Gaga Holdings 0.1 $3.5M 940k 3.69
WABCO Holdings 0.0 $1.8M 25k 74.69
SciQuest 0.0 $2.0M 80k 25.05
Ctrip.com International 0.0 $1.3M 40k 32.62
Netqin Mobile 0.0 $1.2M 150k 8.08
PriceSmart (PSMT) 0.0 $438k 5.0k 87.60
Rda Microelectronics 0.0 $499k 45k 11.09