Alkeon Capital Management Llc Buys Boeing Co, Raytheon Co, Okta Inc, Sells PayPal Holdings Inc, Microchip Technology Inc, Vulcan Materials Co

• New Purchases: BA, RTN, COUP, RNG, TWTR, ZEN, MU, HUBS, TSM, BL,
• Added Positions: OKTA, SSNC, MLM, CG, GD, YUM, AGIO, APTI, ADI, BPMC,
• Reduced Positions: PYPL, MCHP, TTWO, EQIX, NTES, DLTR, VMC, CELG, BX, YUMC,
• Sold Out: WYNN, RYTM,

For the details of ALKEON CAPITAL MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=ALKEON+CAPITAL+MANAGEMENT+LLC

1. PowerShares QQQ Trust Series 1 (QQQ) - 36,318,100 shares, 30.39% of the total portfolio.
2. SPDR S&P 500 (SPY) - 3,500,000 shares, 4.81% of the total portfolio.
3. VanEck Vectors Semiconductor (SMH) - 5,000,000 shares, 2.72% of the total portfolio.
4. MercadoLibre Inc (MELI) - 1,000,000 shares, 1.86% of the total portfolio.
5. JD.com Inc (JD) - 8,500,000 shares, 1.8% of the total portfolio.

Alkeon Capital Management Llc initiated holding in Boeing Co. The purchase prices were between $294.91 and $364.64, with an estimated average price of $337.41. The stock is now traded at around $344.14. The impact to a portfolio due to this purchase was 1.05%. The holding were 612,500 shares as of 2018-03-31.

Alkeon Capital Management Llc initiated holding in Raytheon Co. The purchase prices were between $186.28 and $219.86, with an estimated average price of $206.92. The stock is now traded at around $210.62. The impact to a portfolio due to this purchase was 0.37%. The holding were 325,000 shares as of 2018-03-31.

Alkeon Capital Management Llc initiated holding in RingCentral Inc. The purchase prices were between $47.3 and $68.55, with an estimated average price of $58.57. The stock is now traded at around $76.90. The impact to a portfolio due to this purchase was 0.32%. The holding were 963,800 shares as of 2018-03-31.

Alkeon Capital Management Llc initiated holding in Coupa Software Inc. The purchase prices were between $31.22 and $49.18, with an estimated average price of $40.83. The stock is now traded at around $51.48. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,321,700 shares as of 2018-03-31.

Alkeon Capital Management Llc initiated holding in Twitter Inc. The purchase prices were between $22.16 and $36.6, with an estimated average price of $29.31. The stock is now traded at around $32.58. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,000,000 shares as of 2018-03-31.

Alkeon Capital Management Llc initiated holding in Zendesk Inc. The purchase prices were between $34.06 and $49.04, with an estimated average price of $41.47. The stock is now traded at around $55.11. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,036,000 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in Okta Inc by 7191.60%. The purchase prices were between $25.61 and $42.6, with an estimated average price of $33.17. The stock is now traded at around $49.23. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,822,900 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in SS&C Technologies Holdings Inc by 37.51%. The purchase prices were between $40.61 and $53.64, with an estimated average price of $49.58. The stock is now traded at around $49.52. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,592,654 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in Martin Marietta Materials Inc by 260.00%. The purchase prices were between $201.71 and $239.96, with an estimated average price of $216.75. The stock is now traded at around $213.51. The impact to a portfolio due to this purchase was 0.17%. The holding were 225,000 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in The Carlyle Group LP by 165.29%. The purchase prices were between $21 and $25.85, with an estimated average price of $23.53. The stock is now traded at around $22.35. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,006,228 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in General Dynamics Corp by 28.62%. The purchase prices were between $200.49 and $229.95, with an estimated average price of $217.28. The stock is now traded at around $201.76. The impact to a portfolio due to this purchase was 0.12%. The holding were 449,465 shares as of 2018-03-31.

Alkeon Capital Management Llc added to a holding in Yum Brands Inc by 22.48%. The purchase prices were between $76.3 and $86.48, with an estimated average price of $81.97. The stock is now traded at around $83.00. The impact to a portfolio due to this purchase was 0.08%. The holding were 926,260 shares as of 2018-03-31.

Alkeon Capital Management Llc sold out a holding in Wynn Resorts Ltd. The sale prices were between $162 and $200.6, with an estimated average price of $172.85.

Alkeon Capital Management Llc sold out a holding in Rhythm Pharmaceuticals Inc. The sale prices were between $19.9 and $32.25, with an estimated average price of $26.6.