Alkeon Capital Management

Alkeon Capital Management as of Dec. 31, 2011

Portfolio Holdings for Alkeon Capital Management

Alkeon Capital Management holds 62 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Synopsys (SNPS) 4.1 $111M 4.1M 27.20
Baidu (BIDU) 4.0 $110M 945k 116.47
Tibco Software 3.8 $104M 4.4M 23.91
Apple (AAPL) 3.7 $100M 246k 405.00
EMC Corporation 3.5 $96M 4.5M 21.54
Xilinx 3.2 $88M 2.8M 32.06
Maxim Integrated Products 3.2 $88M 3.4M 26.04
Marvell Technology Group 3.2 $88M 6.3M 13.85
Verisk Analytics (VRSK) 3.1 $85M 2.1M 40.13
Analog Devices (ADI) 3.1 $84M 2.4M 35.78
NetEase (NTES) 3.1 $84M 1.9M 44.85
SanDisk Corporation 3.1 $84M 1.7M 49.21
New Oriental Education & Tech 2.8 $77M 3.2M 24.05
Red Hat 2.7 $74M 1.8M 41.29
Teradyne (TER) 2.6 $70M 5.1M 13.63
Ariba 2.4 $66M 2.3M 28.08
NetApp (NTAP) 2.4 $65M 1.8M 36.27
Altera Corporation 2.4 $64M 1.7M 37.10
salesforce (CRM) 2.3 $63M 617k 101.46
Costco Wholesale Corporation (COST) 2.3 $62M 739k 83.32
Amazon (AMZN) 2.1 $58M 336k 173.10
Broadcom Corporation 2.1 $57M 1.9M 29.36
MercadoLibre (MELI) 2.1 $57M 710k 79.54
Coach 2.0 $55M 908k 61.04
Aruba Networks 1.9 $52M 2.8M 18.52
Cadence Design Systems (CDNS) 1.9 $51M 4.9M 10.40
Intuit (INTU) 1.9 $51M 970k 52.59
Avago Technologies 1.8 $49M 1.7M 28.86
VeriFone Systems 1.7 $47M 1.3M 35.52
Aspen Technology 1.3 $36M 2.1M 17.35
Focus Media Holding 1.3 $36M 1.8M 19.49
Juniper Networks (JNPR) 1.3 $35M 1.7M 20.41
Teradata Corporation (TDC) 1.1 $31M 635k 48.51
Ralph Lauren Corp (RL) 1.1 $29M 212k 138.08
Qlik Technologies 1.1 $29M 1.2M 24.20
FleetCor Technologies (FLT) 1.0 $28M 921k 29.87
Williams-Sonoma (WSM) 1.0 $27M 700k 38.50
F5 Networks (FFIV) 1.0 $27M 250k 106.12
Dollar Tree (DLTR) 0.9 $24M 290k 83.11
Mentor Graphics Corporation 0.8 $23M 1.7M 13.56
Global Payments (GPN) 0.8 $22M 471k 47.38
Arcos Dorados Holdings (ARCO) 0.8 $22M 1.1M 20.53
NetSuite 0.7 $20M 490k 40.55
Quest Software 0.7 $19M 1.0M 18.60
Le Gaga Holdings 0.7 $18M 4.6M 4.03
Nanometrics Incorporated 0.7 $18M 980k 18.42
VanceInfo Technologies 0.6 $17M 1.9M 9.07
Taleo Corporation 0.6 $15M 389k 38.69
Starbucks Corporation (SBUX) 0.5 $14M 300k 46.01
Ctrip.com International 0.5 $14M 600k 23.40
Lattice Semiconductor (LSCC) 0.5 $13M 2.3M 5.94
iSoftStone Holdings 0.5 $12M 1.4M 8.75
Ansys (ANSS) 0.4 $12M 200k 57.28
Silicon Image 0.4 $11M 2.3M 4.70
Ceva (CEVA) 0.4 $11M 363k 30.26
7 Days Group Holdings 0.4 $11M 945k 11.15
OmniVision Technologies 0.4 $9.8M 800k 12.23
ChinaCache International Holdings 0.1 $1.6M 396k 4.01
Internet Initiative Japan (IIJIY) 0.0 $1.1M 125k 8.85
Yum! Brands (YUM) 0.0 $708k 12k 59.00
Shanda Games 0.0 $654k 167k 3.91
iShares MSCI Japan Index 0.0 $364k 40k 9.10