Alkeon Capital Management as of Dec. 31, 2010
Portfolio Holdings for Alkeon Capital Management
Alkeon Capital Management holds 56 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 8.1 | $159M | 3.2M | 49.49 | |
| Apple (AAPL) | 7.9 | $155M | 481k | 322.56 | |
| SanDisk Corporation | 4.0 | $78M | 1.6M | 49.86 | |
| Verisk Analytics (VRSK) | 3.1 | $61M | 1.8M | 34.08 | |
| Quest Software | 3.1 | $60M | 2.2M | 27.74 | |
| Aruba Networks | 2.8 | $54M | 2.6M | 20.88 | |
| Dollar Tree (DLTR) | 2.7 | $54M | 955k | 56.08 | |
| Atheros Communications | 2.7 | $53M | 1.5M | 35.92 | |
| Marvell Technology Group | 2.7 | $52M | 2.8M | 18.55 | |
| Broadcom Corporation | 2.5 | $50M | 1.1M | 43.55 | |
| Coach | 2.5 | $49M | 888k | 55.31 | |
| OmniVision Technologies | 2.5 | $48M | 1.6M | 29.61 | |
| KLA-Tencor Corporation (KLAC) | 2.4 | $47M | 1.2M | 38.64 | |
| NVIDIA Corporation (NVDA) | 2.4 | $46M | 3.0M | 15.40 | |
| NetEase (NTES) | 2.3 | $45M | 1.3M | 36.15 | |
| Maxim Integrated Products | 2.3 | $45M | 1.9M | 23.62 | |
| 2.3 | $45M | 75k | 593.98 | ||
| Le Gaga Holdings | 2.2 | $43M | 5.3M | 8.04 | |
| Oracle Corporation (ORCL) | 2.0 | $39M | 1.2M | 31.30 | |
| VeriFone Systems | 1.9 | $37M | 950k | 38.56 | |
| Terremark Worldwide | 1.9 | $36M | 2.8M | 12.95 | |
| Amazon (AMZN) | 1.8 | $36M | 200k | 180.00 | |
| EMC Corporation | 1.8 | $34M | 1.5M | 22.90 | |
| CNinsure | 1.7 | $33M | 1.9M | 17.29 | |
| Altera Corporation | 1.7 | $33M | 917k | 35.58 | |
| Avago Technologies | 1.6 | $32M | 1.1M | 28.41 | |
| iSoftStone Holdings | 1.5 | $30M | 1.7M | 18.17 | |
| Hewlett-Packard Company | 1.5 | $29M | 694k | 42.10 | |
| Intersil Corporation | 1.4 | $28M | 1.8M | 15.27 | |
| Cypress Semiconductor Corporation | 1.4 | $27M | 1.5M | 18.58 | |
| Guess? (GES) | 1.4 | $27M | 560k | 47.32 | |
| Lam Research Corporation (LRCX) | 1.3 | $26M | 500k | 51.78 | |
| VanceInfo Technologies | 1.3 | $26M | 737k | 34.54 | |
| Analog Devices (ADI) | 1.3 | $25M | 668k | 37.67 | |
| IntraLinks Holdings | 1.2 | $24M | 1.3M | 18.71 | |
| Atmel Corporation | 1.2 | $23M | 1.9M | 12.32 | |
| Longtop Financial Technologies | 1.1 | $22M | 619k | 36.18 | |
| Brocade Communications Systems | 1.1 | $22M | 4.2M | 5.29 | |
| FleetCor Technologies | 1.1 | $22M | 700k | 30.92 | |
| 7 Days Group Holdings | 1.1 | $21M | 998k | 21.30 | |
| Citrix Systems | 1.1 | $21M | 300k | 68.41 | |
| Expedia | 1.0 | $20M | 808k | 25.09 | |
| Red Hat | 1.0 | $20M | 440k | 45.65 | |
| Pegasystems (PEGA) | 0.9 | $18M | 494k | 36.63 | |
| 51job | 0.9 | $17M | 349k | 49.25 | |
| Echo Global Logistics | 0.8 | $15M | 1000k | 14.96 | |
| DemandTec | 0.8 | $15M | 1.4M | 10.84 | |
| ChinaCache International Holdings | 0.7 | $14M | 672k | 20.80 | |
| E-House | 0.6 | $12M | 968k | 12.04 | |
| Axt (AXTI) | 0.5 | $9.9M | 951k | 10.44 | |
| Daqo New Energy | 0.5 | $8.9M | 875k | 10.16 | |
| iShares MSCI Japan Index | 0.1 | $2.5M | 225k | 10.91 | |
| Synaptics, Incorporated (SYNA) | 0.1 | $2.1M | 70k | 29.39 | |
| Silicon Image | 0.1 | $1.1M | 150k | 7.35 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.2M | 55k | 20.93 | |
| Spreadtrum Communications | 0.1 | $963k | 52k | 18.38 |
