Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
INTC Intel Corporation 6.16 11466000 30.90 33.14
BHI Baker Hughes Incorporated 5.53 -10.00% 4272020 74.45 53.13
Foster Wheeler Ltd Com Stk 5.53 -6.00% 9337627 34.07 0.00
BIDU Baidu 5.37 1653595 186.81 217.32
EBAY eBay 5.16 5927900 50.06 50.84
AA Alcoa 4.99 +4.00% 19283000 14.89 16.42
SWC Stillwater Mining Company 4.70 -4.00% 15417362 17.55 13.88
YOKU Youku 4.41 +10.00% 10637538 23.86 18.84
CCL Carnival Corporation 4.32 +7.00% 6600300 37.65 37.82
Sina Corporation 3.71 4285690 49.77 0.00
GOOG Google 3.59 353780 584.67 538.37
Google Inc Class C 3.55 NEW 355280 575.28 0.00
CIEN Ciena Corporation 2.90 +6.00% 7715200 21.66 16.25
* Barrick Gold 2.69 -9.00% 8448690 18.30 0.00
Linkedin 2.62 NEW 877700 171.47 0.00
BAC Bank of America Corporation 2.32 -30.00% 8690638 15.37 16.62
Yandex Nv-a 2.32 +94.00% 3753500 35.64 0.00
MSFT Microsoft Corporation 2.23 -2.00% 3079785 41.70 45.62
TSL Trina Solar 2.15 9649530 12.83 10.24
JEC Jacobs Engineering 1.68 -46.00% 1809610 53.28 46.82
KBR KBR 1.64 +188.00% 3949943 23.85 18.78
SOHU Sohu 1.56 -32.00% 1551934 57.69 43.64
MERC Mercer International 1.44 7900171 10.50 10.96
Zillow 1.19 -31.00% 479271 142.93 0.00
*qunar Cayman Is Ltd spns adr cl b 1.14 +40.00% 2291712 28.55 0.00
MTG MGIC Investment 1.11 6927974 9.24 8.26
CSCO Cisco Systems 1.06 -15.00% 2443517 24.85 23.55
Qiwi 1.06 -27.00% 1507921 40.33 0.00
JOBS 51job 1.00 +2.00% 875668 65.96 30.13
Marvell Technology 0.86 -22.00% 3443042 14.33 0.00
Gt Solar Int'l 0.82 -21.00% 2530408 18.60 0.00
PEP Pepsi 0.76 -7.00% 489900 89.34 94.34
Qiagen N.v. 0.76 1781076 24.45 0.00
SFUN SouFun Holdings 0.70 +1577.00% 4104650 9.79 9.91
EJ E-House 0.66 -12.00% 4408599 8.65 9.81
Autohome Inc- 0.59 +5.00% 979850 34.43 0.00
JNJ Johnson & Johnson 0.56 307800 104.62 102.59
Trulia 0.55 670603 47.38 0.00
MR Mindray Medical International 0.53 -8.00% 971256 31.50 29.47
INFN Infinera 0.49 3038773 9.20 13.53
EL Estee Lauder Companies 0.48 373000 74.26 74.21
CPST Capstone Turbine Corporation 0.45 17089489 1.51 0.89
TIF Tiffany & Co. 0.41 +85.00% 234000 100.25 94.51
HTHT China Lodging 0.38 -2.00% 875900 25.10 26.01
ELY Callaway Golf Company 0.36 -10.00% 2466200 8.32 7.84
NEM Newmont Mining Corporation 0.33 -27.00% 737000 25.44 21.75
TWX Time Warner 0.31 254666 70.25 78.88
AU AngloGold Ashanti 0.31 1036449 17.21 9.61
FMX Fomento Economico Mexicano SAB 0.21 131000 93.65 91.61
MU Micron Technology 0.21 360800 32.95 31.02
Verastem 0.17 +37.00% 1077674 9.06 0.00
MRK Merck & Co 0.16 163190 57.85 57.00
CTRP Ctrip.com International 0.15 -25.00% 131000 64.04 56.10
UTX United Technologies Corporation 0.14 71000 115.44 103.35
58 Com Inc spon adr rep a 0.14 -28.00% 145500 54.05 0.00
FDX FedEx Corporation 0.11 41000 151.37 163.55
VECO Veeco Instruments 0.11 +10.00% 175000 37.26 32.61
Ballard Pwr Sys 0.11 1591034 4.12 0.00
SNMX Senomyx 0.10 -61.00% 647900 8.65 7.38
REPCOM cla 0.10 NEW 76000 75.50 0.00
TKC Turkcell Iletisim Hizmetleri A.S. 0.08 303000 15.60 14.01
Sungy Mobile Ltd adr rep ord a 0.06 +46.00% 270089 13.79 0.00
TEVA Teva Pharmaceutical Industries 0.05 +9.00% 58200 52.41 53.39
CEVA CEVA 0.05 +71.00% 180000 14.77 13.54
HAL Halliburton Company 0.04 36000 71.00 54.95
Groupon 0.04 -73.00% 314000 6.62 0.00
BMRN BioMarin Pharmaceutical 0.03 +211.00% 26520 62.18 79.22
INCY Incyte Corporation 0.03 33264 56.43 55.07
PKI PerkinElmer 0.03 37700 46.82 41.29
ALR Alere 0.03 50970 37.41 37.28
IRWD Ironwood Pharmaceuticals 0.03 +26.00% 120000 15.32 13.29
DFS Discover Financial Services 0.02 20000 61.95 61.88
PFE Pfizer 0.02 47610 29.68 28.95
CAH Cardinal Health 0.02 +55.00% 14000 68.50 76.68
CTXS Citrix Systems 0.02 +26.00% 19200 62.50 61.78
UPL Ultra Petroleum 0.02 47000 29.68 22.56
AAPL Apple 0.02 +267.00% 14700 92.93 105.39
EMC EMC Corporation 0.02 33000 26.33 27.82
Syneron Medical Ltd ord shs 0.02 94330 10.31 0.00
ORCL Oracle Corporation 0.02 NEW 30000 40.50 38.62
ALTR Altera Corporation 0.02 +173.00% 41000 34.76 32.19
SWKS Skyworks Solutions 0.02 -45.00% 19000 46.95 54.70
IMGN ImmunoGen 0.02 +23.00% 90600 11.84 9.31
INFI Infinity Pharmaceuticals 0.02 +86.00% 81932 12.73 13.63
Gnc Holdings Inc Cl A 0.02 +19.00% 37000 34.08 0.00
Icon 0.02 28500 47.09 0.00
OC Owens Corning 0.01 20000 38.65 31.56
VZ Verizon Communications 0.01 9256 47.43 49.10
Vistaprint N V shs 0.01 19000 40.42 0.00
ARIA Ariad Pharmaceuticals 0.01 112300 6.37 5.73
Avago Technologies 0.01 -33.00% 8000 72.00 0.00
Nxp Semiconductors N V 0.01 -33.00% 10000 66.10 0.00
Arista Networks 0.01 NEW 10000 62.30 0.00
Agilent Technologies Inc C ommon 0.00 5000 57.40 0.00
AMAP AutoNavi Holdings 0.00 8000 20.88 20.90