Alkeon Capital Management as of March 31, 2011
Portfolio Holdings for Alkeon Capital Management
Alkeon Capital Management holds 65 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $177M | 508k | 348.51 | |
| SanDisk Corporation | 4.0 | $100M | 2.2M | 46.09 | |
| Aruba Networks | 3.7 | $92M | 2.7M | 33.84 | |
| Focus Media Holding | 3.5 | $86M | 2.8M | 30.67 | |
| VeriFone Systems | 3.1 | $78M | 1.4M | 54.95 | |
| NetEase (NTES) | 3.1 | $77M | 1.6M | 49.51 | |
| Maxim Integrated Products | 3.1 | $77M | 3.0M | 25.60 | |
| OmniVision Technologies | 2.9 | $72M | 2.0M | 35.53 | |
| New Oriental Education & Tech | 2.9 | $72M | 720k | 100.07 | |
| Analog Devices (ADI) | 2.8 | $71M | 1.8M | 39.38 | |
| EMC Corporation | 2.7 | $68M | 2.6M | 26.56 | |
| Poly | 2.7 | $68M | 1.3M | 51.85 | |
| Synopsys (SNPS) | 2.7 | $66M | 2.4M | 27.65 | |
| Coach | 2.6 | $65M | 1.2M | 52.04 | |
| Verisk Analytics (VRSK) | 2.5 | $62M | 1.9M | 32.76 | |
| Tibco Software | 2.5 | $61M | 2.3M | 27.25 | |
| KLA-Tencor Corporation (KLAC) | 2.4 | $60M | 1.3M | 47.32 | |
| Dollar Tree (DLTR) | 2.2 | $56M | 1.0M | 55.52 | |
| Quest Software | 2.0 | $50M | 2.0M | 25.40 | |
| Avago Technologies | 2.0 | $49M | 1.6M | 31.10 | |
| Le Gaga Holdings | 1.9 | $48M | 5.3M | 9.14 | |
| Red Hat | 1.8 | $46M | 1.0M | 45.39 | |
| Xilinx | 1.8 | $44M | 1.4M | 32.80 | |
| Ariba | 1.8 | $44M | 1.3M | 34.14 | |
| Altera Corporation | 1.7 | $43M | 977k | 44.02 | |
| Amazon (AMZN) | 1.7 | $42M | 230k | 180.13 | |
| Cadence Design Systems (CDNS) | 1.6 | $41M | 4.2M | 9.75 | |
| Qlik Technologies | 1.6 | $40M | 1.6M | 26.00 | |
| VanceInfo Technologies | 1.5 | $37M | 1.2M | 31.41 | |
| Citrix Systems | 1.5 | $37M | 500k | 73.46 | |
| IntraLinks Holdings | 1.5 | $37M | 1.4M | 26.74 | |
| BMC Software | 1.4 | $35M | 700k | 49.74 | |
| Longtop Financial Technologies | 1.3 | $32M | 1.0M | 31.42 | |
| iSoftStone Holdings | 1.2 | $31M | 1.7M | 18.51 | |
| Marvell Technology Group | 1.2 | $29M | 1.9M | 15.55 | |
| Costco Wholesale Corporation (COST) | 1.0 | $26M | 355k | 73.32 | |
| Silicon Image | 1.0 | $25M | 2.8M | 8.96 | |
| Teradyne (TER) | 1.0 | $24M | 1.4M | 17.81 | |
| FleetCor Technologies | 0.9 | $24M | 729k | 32.66 | |
| CNinsure | 0.9 | $22M | 1.7M | 12.96 | |
| NetLogic Microsystems | 0.9 | $21M | 510k | 42.02 | |
| 7 Days Group Holdings | 0.8 | $21M | 1.0M | 20.28 | |
| Pegasystems (PEGA) | 0.8 | $19M | 494k | 37.97 | |
| DemandTec | 0.7 | $18M | 1.4M | 13.16 | |
| Blue Coat Systems | 0.7 | $17M | 612k | 28.16 | |
| Brocade Communications Systems | 0.6 | $15M | 2.5M | 6.15 | |
| ChinaCache International Holdings | 0.6 | $14M | 766k | 18.23 | |
| 51job | 0.5 | $13M | 201k | 63.93 | |
| Nanometrics Incorporated | 0.5 | $12M | 686k | 18.09 | |
| BroadSoft | 0.5 | $12M | 250k | 47.62 | |
| E-House | 0.5 | $12M | 1.0M | 11.75 | |
| Medidata Solutions | 0.5 | $11M | 447k | 25.57 | |
| Mentor Graphics Corporation | 0.5 | $11M | 764k | 14.63 | |
| Hittite Microwave Corporation | 0.5 | $11M | 177k | 63.77 | |
| Interactive Intelligence | 0.4 | $11M | 276k | 38.71 | |
| Axt (AXTI) | 0.4 | $10M | 1.5M | 7.17 | |
| Shanda Games | 0.3 | $8.6M | 1.4M | 6.36 | |
| Citi | 0.3 | $8.8M | 2.0M | 4.42 | |
| Broadcom Corporation | 0.3 | $8.7M | 221k | 39.38 | |
| International Business Machines (IBM) | 0.3 | $8.2M | 50k | 163.07 | |
| Ceva (CEVA) | 0.2 | $4.7M | 176k | 26.73 | |
| Audiocodes Ltd Com Stk (AUDC) | 0.1 | $3.1M | 517k | 5.95 | |
| Quantum Corporation | 0.1 | $2.5M | 1.0M | 2.52 | |
| iShares MSCI Japan Index | 0.1 | $2.3M | 225k | 10.32 | |
| Synaptics, Incorporated (SYNA) | 0.1 | $1.9M | 70k | 27.01 |
