Alkeon Capital Management, LLC

Latest statistics and disclosures from ALKEON CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

ALKEON CAPITAL MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Microsoft Corporation (MSFT) 4.19 3.69M 65.86 69.80
Alphabet Inc Class A cs 4.15 283712 847.80 0.00
NetEase (NTES) 4.05 826599 -19.00% 284.00 317.43
Celgene Corporation (CELG) 3.89 1.81M 124.43 134.23
Facebook Inc cl a 3.74 1.53M +24.00% 142.05 0.00
Electronic Arts (ERTS) 3.40 2.20M +4.00% 89.52 0.00
Intercontinentalexchange 3.40 3.29M 59.87 0.00
Dollar Tree (DLTR) 3.25 2.40M 78.46 69.97
Cadence Design Systems (CDNS) 3.12 5.76M 31.40 34.09
Activision Blizzard (ATVI) 3.04 3.53M +59.00% 49.86 58.81
Synopsys (SNPS) 2.99 2.41M 72.13 74.26
Alibaba Group Holding Ltd Spon 2.87 1.54M +16.00% 107.83 0.00
Analog Devices (ADI) 2.76 1.95M +36.00% 81.95 79.20
American Tower Reit 2.66 1.27M 121.54 0.00
MasterCard Incorporated (MA) 2.57 1.32M 112.47 124.81
Equinix 2.57 371982 400.37 0.00
Visa (V) 2.50 1.63M 88.87 96.23
Xilinx (XLNX) 2.38 2.38M 57.89 66.01
Microchip Technology (MCHP) 2.28 1.79M +34.00% 73.78 79.83
Teradyne (TER) 1.93 3.60M 31.10 31.19
Lam Research Corporation (LRCX) 1.81 819490 -9.00% 128.36 147.83
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.78 361625 285.23 285.28
Cintas Corporation (CTAS) 1.76 805910 126.54 126.76
Fidelity National Information Services (FIS) 1.75 1.27M 79.62 85.98
FleetCor Technologies (FLT) 1.73 663601 +9.00% 151.43 147.28
Applied Materials (AMAT) 1.65 2.46M -16.00% 38.90 42.69
Ss&c Technologies Holding 1.62 2.66M 35.40 0.00
Global Payments (GPN) 1.50 1.08M 80.68 91.88
CME (CME) 1.47 716777 118.80 126.77
Costco Wholesale Corporation (COST) 1.47 507362 -11.00% 167.69 160.17
Amazon (AMZN) 1.42 92992 -48.00% 886.53 990.33
Paypal Holdings 1.41 1.90M 43.02 0.00
Northrop Grumman Corporation (NOC) 1.31 319095 237.84 257.56
Take-Two Interactive Software (TTWO) 1.29 1.26M NEW 59.27 73.27
Sherwin-Williams Company (SHW) 1.20 225000 NEW 310.19 361.03
Jd 1.11 2.08M +125.00% 31.11 0.00
Vantiv Inc Cl A 1.03 931300 64.12 0.00
Premier 0.99 1.80M -8.00% 31.83 0.00
Six Flags Entertainment (SIX) 0.98 958264 +11.00% 59.49 61.26
Vulcan Materials Company (VMC) 0.97 467000 120.48 130.20
General Dynamics Corporation (GD) 0.97 300000 NEW 187.20 200.83
KAR Auction Services (KAR) 0.97 1.29M 43.67 42.22
Blackstone (BX) 0.96 1.88M NEW 29.70 33.34
Sina Corporation 0.88 703700 NEW 72.12 0.00
Bwx Technologies 0.87 1.06M +8750.00% 47.60 0.00
Martin Marietta Materials (MLM) 0.83 220000 218.25 227.30
Baidu (BIDU) 0.70 234699 -21.00% 172.52 178.00
Dollar General (DG) 0.68 562500 NEW 69.73 71.48
Aspen Technology (AZPN) 0.60 590568 58.92 55.93
Mercury Computer Systems (MRCY) 0.54 809217 NEW 39.05 41.73
Depository Vipshop Holdings Ltd - Ads receipt 0.47 2.05M 13.34 0.00
Tower Semiconductor 0.36 916955 -38.00% 23.05 0.00
KKR & Co (KKR) 0.35 1.10M NEW 18.23 18.54
Zayo Group Hldgs 0.34 598070 -29.00% 32.90 0.00
Match 0.28 997675 16.33 0.00
Restaurant Brands Intl Inc Com equity / large cap 0.12 125000 NEW 55.74 0.00
QUALCOMM (QCOM) 0.06 56873 -10.00% 57.35 56.16
Alteryx 0.05 200000 NEW 15.63 0.00