Alkeon Capital Management

Alkeon Capital Management as of March 31, 2014

Portfolio Holdings for Alkeon Capital Management

Alkeon Capital Management holds 71 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 5.3 $314M 4.0M 78.86
Alliance Data Systems Corporation (BFH) 4.2 $246M 903k 272.45
Tripadvisor (TRIP) 3.7 $222M 2.4M 90.59
CBS Corporation 3.3 $197M 3.2M 61.80
Intercontinental Exchange (ICE) 3.3 $198M 999k 197.83
Baidu (BIDU) 3.2 $193M 1.3M 152.27
Google 2.9 $174M 156k 1114.51
Wynn Resorts (WYNN) 2.9 $172M 775k 222.15
Xilinx 2.8 $168M 3.1M 54.27
Crown Castle International 2.7 $163M 2.2M 73.78
Amazon (AMZN) 2.7 $162M 480k 336.36
Applied Materials (AMAT) 2.7 $159M 7.8M 20.41
Comcast Corporation (CMCSA) 2.5 $149M 3.0M 50.04
Alexion Pharmaceuticals 2.4 $142M 935k 152.13
Premier (PINC) 2.4 $142M 4.3M 32.95
Pandora Media 2.3 $137M 4.5M 30.32
News Corp Class B cos (NWS) 2.3 $137M 8.2M 16.70
AmerisourceBergen (COR) 2.3 $136M 2.1M 65.59
MasterCard Incorporated (MA) 2.1 $125M 1.7M 74.70
Costco Wholesale Corporation (COST) 2.0 $122M 1.1M 111.68
Fox News 2.0 $119M 3.8M 31.12
American Express Company (AXP) 2.0 $119M 1.3M 90.03
Gilead Sciences (GILD) 1.8 $105M 1.5M 70.86
BioMarin Pharmaceutical (BMRN) 1.7 $99M 1.5M 68.21
Dunkin' Brands Group 1.5 $89M 1.8M 50.18
Verisk Analytics (VRSK) 1.4 $84M 1.4M 59.96
Synopsys (SNPS) 1.4 $82M 2.1M 38.41
Apple (AAPL) 1.3 $80M 148k 536.74
Celgene Corporation 1.3 $79M 569k 139.60
Visa (V) 1.3 $77M 354k 215.86
Carter's (CRI) 1.2 $72M 924k 77.65
Yahoo! 1.2 $72M 2.0M 35.90
Teradyne (TER) 1.2 $71M 3.6M 19.89
Pentair 1.2 $71M 900k 79.34
Dollar Tree (DLTR) 1.1 $67M 1.3M 52.18
Qihoo 360 Technologies Co Lt 1.1 $65M 650k 99.58
Pitney Bowes (PBI) 1.1 $62M 2.4M 25.99
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.0 $60M 400k 149.30
Servicenow (NOW) 0.9 $56M 926k 59.92
SouFun Holdings 0.9 $55M 800k 68.42
Aspen Technology 0.9 $53M 1.2M 42.36
Linkedin Corp 0.9 $52M 282k 184.94
Cabela's Incorporated 0.9 $52M 791k 65.51
Six Flags Entertainment (SIX) 0.8 $49M 1.2M 40.15
Guidewire Software (GWRE) 0.8 $49M 1.0M 49.05
Las Vegas Sands (LVS) 0.8 $49M 600k 80.78
Starbucks Corporation (SBUX) 0.8 $49M 663k 73.38
Restoration Hardware Hldgs I 0.8 $45M 608k 73.59
Blackstone 0.7 $43M 1.3M 33.25
Facebook Inc cl a (META) 0.7 $42M 700k 60.24
Best Buy (BBY) 0.7 $41M 1.6M 26.41
Affiliated Managers (AMG) 0.7 $40M 200k 200.05
Nordstrom (JWN) 0.6 $36M 580k 62.45
Urban Outfitters (URBN) 0.6 $35M 961k 36.47
Informatica Corporation 0.5 $30M 806k 37.78
Groupon 0.5 $30M 3.8M 7.84
ACADIA Pharmaceuticals (ACAD) 0.5 $29M 1.2M 24.33
Container Store (TCS) 0.5 $28M 813k 33.95
Sotheby's 0.4 $26M 595k 43.55
Qualys (QLYS) 0.4 $24M 925k 25.43
21vianet Group (VNET) 0.4 $21M 740k 28.70
D Tumi Holdings 0.3 $16M 716k 22.63
OmniVision Technologies 0.2 $14M 800k 17.70
Potbelly (PBPB) 0.2 $13M 745k 17.87
Coupons 0.1 $7.6M 310k 24.65
Cadence Design Systems (CDNS) 0.1 $7.2M 463k 15.54
E-House 0.1 $3.6M 300k 12.09
WABCO Holdings 0.0 $2.6M 25k 105.55
E Commerce China Dangdang 0.0 $2.2M 150k 14.36
Melco Crown Entertainment (MLCO) 0.0 $1.9M 50k 38.66
Whole Foods Market 0.0 $456k 9.0k 50.67