Alkeon Capital Management

Alkeon Capital Management as of Dec. 31, 2013

Portfolio Holdings for Alkeon Capital Management

Alkeon Capital Management holds 70 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 4.9 $289M 3.9M 74.25
Baidu (BIDU) 3.8 $224M 1.3M 177.88
Intercontinental Exchange (ICE) 3.5 $209M 929k 224.92
CBS Corporation 3.4 $204M 3.2M 63.74
Google 3.3 $196M 175k 1120.71
Celgene Corporation 3.2 $192M 1.1M 168.97
Apple (AAPL) 3.2 $190M 338k 561.02
Tripadvisor (TRIP) 2.9 $172M 2.1M 82.83
Amazon (AMZN) 2.8 $166M 415k 398.79
Premier (PINC) 2.7 $163M 4.4M 36.76
Groupon 2.7 $158M 14M 11.77
Applied Materials (AMAT) 2.6 $156M 8.8M 17.68
American Express Company (AXP) 2.6 $154M 1.7M 90.73
AmerisourceBergen (COR) 2.5 $149M 2.1M 70.31
Gilead Sciences (GILD) 2.5 $149M 2.0M 75.10
Fox News 2.5 $148M 4.3M 34.60
Xilinx 2.4 $144M 3.1M 45.92
Costco Wholesale Corporation (COST) 2.4 $141M 1.2M 119.02
Visa (V) 2.3 $138M 619k 222.68
News Corp Class B cos (NWS) 2.3 $136M 7.6M 17.83
MasterCard Incorporated (MA) 2.2 $128M 154k 835.45
Synopsys (SNPS) 2.1 $128M 3.1M 40.57
Carter's (CRI) 2.0 $121M 1.7M 71.79
Verisk Analytics (VRSK) 2.0 $121M 1.8M 65.72
Alexion Pharmaceuticals 1.9 $115M 865k 132.88
Yahoo! 1.9 $113M 2.8M 40.44
Ctrip.com International 1.8 $108M 2.2M 49.62
Alliance Data Systems Corporation (BFH) 1.7 $99M 375k 262.93
Cabela's Incorporated 1.4 $86M 1.3M 66.66
Teradyne (TER) 1.4 $83M 4.7M 17.62
Aspen Technology 1.4 $80M 1.9M 41.80
Dollar Tree (DLTR) 1.2 $71M 1.3M 56.42
BioMarin Pharmaceutical (BMRN) 1.2 $71M 1.0M 70.35
Dunkin' Brands Group 1.2 $70M 1.5M 48.20
Container Store (TCS) 1.1 $64M 1.4M 46.61
Nordstrom (JWN) 1.0 $61M 980k 61.80
Best Buy (BBY) 0.9 $56M 1.4M 39.88
Pitney Bowes (PBI) 0.9 $54M 2.3M 23.30
Starbucks Corporation (SBUX) 0.9 $52M 663k 78.39
Informatica Corporation 0.8 $50M 1.2M 41.50
Urban Outfitters (URBN) 0.8 $49M 1.3M 37.10
Affiliated Managers (AMG) 0.8 $48M 220k 216.88
Guidewire Software (GWRE) 0.7 $39M 802k 49.07
Restoration Hardware Hldgs I 0.6 $38M 563k 67.30
Fireeye 0.6 $38M 873k 43.61
Tibco Software 0.6 $37M 1.6M 22.48
Sony Corporation (SONY) 0.6 $36M 2.1M 17.29
Six Flags Entertainment (SIX) 0.6 $36M 967k 36.82
Whole Foods Market 0.6 $35M 600k 57.83
Linkedin Corp 0.6 $33M 151k 216.83
Cadence Design Systems (CDNS) 0.5 $32M 2.3M 14.02
Sotheby's 0.5 $31M 575k 53.20
D Tumi Holdings 0.5 $27M 1.2M 22.55
Yelp Inc cl a (YELP) 0.4 $26M 376k 68.95
ACADIA Pharmaceuticals (ACAD) 0.4 $25M 1.0M 24.99
Imperva 0.4 $24M 493k 48.13
Pentair 0.4 $23M 300k 77.67
Potbelly (PBPB) 0.4 $23M 945k 24.28
Servicenow (NOW) 0.3 $21M 374k 56.01
Qualys (QLYS) 0.3 $19M 825k 23.11
Benefitfocus 0.3 $18M 318k 57.74
Pandora Media 0.3 $18M 658k 26.60
OmniVision Technologies 0.2 $14M 800k 17.20
Zynga 0.2 $13M 3.5M 3.80
Youku 0.2 $12M 408k 30.30
Blackstone 0.1 $7.9M 250k 31.50
Apollo Global Management 'a' 0.1 $4.9M 156k 31.61
Melco Crown Entertainment (MLCO) 0.1 $3.5M 90k 39.22
WABCO Holdings 0.0 $2.3M 25k 93.43
E-House 0.0 $1.9M 125k 15.08