Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
INTC Intel Corporation 8.33 +4.00% 11985992 36.29 32.76
CCL Carnival Corporation 8.23 +43.00% 9480864 45.33 43.98
BIDU Baidu 5.36 -25.00% 1228905 227.97 207.29
AA Alcoa 4.77 -18.00% 15787066 15.79 8.68
EBAY eBay 4.37 -31.00% 4068100 56.12 59.78
CSCO Cisco Systems 4.23 +225.00% 7942187 27.81 28.51
YOKU Youku 4.17 +15.00% 12234838 17.81 16.00
SWC Stillwater Mining Company 3.91 -10.00% 13840461 14.74 13.10
GOOG Google 3.59 353080 530.66 554.33
Google Inc Class C 3.57 354280 526.40 0.00
Sina Corporation 3.15 +2.00% 4392690 37.41 0.00
ATI Allegheny Technologies Incorporated 3.06 NEW 4595920 34.77 31.49
KBR KBR 3.00 +134.00% 9258181 16.95 14.89
GLW Corning Incorporated 2.68 NEW 6110801 22.93 22.80
ORCL Oracle Corporation 2.61 +10011.00% 3033300 44.97 41.62
Nielsen Holdings Nv 2.59 NEW 3023201 44.73 0.00
CIEN Ciena Corporation 2.44 -14.00% 6563925 19.41 20.98
MSFT Microsoft Corporation 2.02 -26.00% 2273385 46.45 42.00
TSL Trina Solar 1.88 +10.00% 10631030 9.26 11.28
SFUN SouFun Holdings 1.85 +218.00% 13059034 7.39 5.84
* Barrick Gold 1.68 -3.00% 8149078 10.75 0.00
BHI Baker Hughes Incorporated 1.55 -66.00% 1444966 56.07 59.73
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 1.41 NEW 5699621 12.94 0.00
Yandex Nv-a 1.36 +5.00% 3953800 17.96 0.00
JOBS 51job 1.27 +110.00% 1843044 35.85 33.51
*qunar Cayman Is Ltd spns adr cl b 1.24 2281712 28.43 0.00
MTG MGIC Investment 1.15 -7.00% 6433965 9.32 9.39
Markit 1.08 NEW 2142031 26.43 0.00
Qiagen N.v. 0.96 +19.00% 2136076 23.46 0.00
SOHU Sohu 0.89 -43.00% 872986 53.18 52.51
Qiwi 0.84 +44.00% 2184664 20.19 0.00
MERC Mercer International 0.83 -55.00% 3548112 12.29 13.87
Zillow 0.80 -17.00% 395036 105.89 0.00
PEP Pepsi 0.71 -19.00% 394900 94.56 93.96
Homeaway 0.66 NEW 1150000 29.78 0.00
JEC Jacobs Engineering 0.55 -64.00% 647253 44.69 42.89
INFN Infinera 0.52 -39.00% 1829293 14.72 18.11
JNJ Johnson & Johnson 0.51 -17.00% 254700 104.57 98.55
MR Mindray Medical International 0.49 964256 26.40 27.60
TIF Tiffany & Co. 0.48 234000 106.86 83.92
EL Estee Lauder Companies 0.48 -11.00% 330000 76.20 80.58
HTHT China Lodging 0.44 871900 26.28 18.00
TWX Time Warner 0.43 +2.00% 260666 85.42 83.25
ELY Callaway Golf Company 0.36 2466200 7.70 8.55
Verastem 0.32 +72.00% 1854897 9.14 0.00
NEM Newmont Mining Corporation 0.26 -2.00% 721131 18.90 21.67
FMX Fomento Economico Mexicano SAB 0.22 131000 88.02 86.48
MU Micron Technology 0.22 -7.00% 334700 35.01 27.78
CPST Capstone Turbine Corporation 0.21 -14.00% 14647816 0.74 0.65
Jd 0.20 NEW 445000 23.14 0.00
UTX United Technologies Corporation 0.16 71000 115.00 118.52
EJ E-House 0.16 -73.00% 1157305 7.24 5.98
FDX FedEx Corporation 0.14 41000 173.66 170.82
AU AngloGold Ashanti 0.14 -21.00% 812044 8.70 8.98
VECO Veeco Instruments 0.11 -6.00% 163000 34.88 31.01
58 Com Inc spon adr rep a 0.11 -2.00% 142500 41.54 0.00
TKC Turkcell Iletisim Hizmetleri A.S. 0.08 -8.00% 278000 15.12 11.95
REPCOM cla 0.08 -17.00% 63000 62.33 0.00
TEVA Teva Pharmaceutical Industries 0.07 +6.00% 62200 57.51 57.77
SNMX Senomyx 0.07 642482 6.01 4.35
BMRN BioMarin Pharmaceutical 0.06 +26.00% 33520 90.39 113.42
Gold 0.06 NEW 166600 18.52 0.00
CEVA CEVA 0.06 +2.00% 185000 18.14 20.60
Ballard Pwr Sys 0.06 1591034 1.98 0.00
INCY Incyte Corporation 0.05 33264 73.08 88.43
Groupon 0.05 314000 8.26 0.00
IRWD Ironwood Pharmaceuticals 0.04 120000 15.32 15.36
Juno Therapeutics 0.04 NEW 40000 52.20 0.00
DFS Discover Financial Services 0.03 20000 65.45 58.01
PFE Pfizer 0.03 47610 31.15 33.78
PKI PerkinElmer 0.03 37700 43.71 46.52
AAPL Apple 0.03 14700 110.34 123.28
HAL Halliburton Company 0.03 36000 39.31 41.30
ALR Alere 0.03 -11.00% 44970 37.98 47.27
ALTR Altera Corporation 0.03 41000 36.93 35.31
INFI Infinity Pharmaceuticals 0.03 +31.00% 107932 16.88 15.42
Icon 0.03 28500 50.98 0.00
Aerie Pharmaceuticals 0.03 NEW 59000 29.19 0.00
CAH Cardinal Health 0.02 14000 80.71 87.33
CTXS Citrix Systems 0.02 19200 63.75 59.63
MRK Merck & Co 0.02 -88.00% 18800 56.76 56.20
EMC EMC Corporation 0.02 33000 29.73 26.24
Marvell Technology 0.02 -97.00% 76000 14.50 0.00
Cimpress N V Shs Euro 0.02 NEW 12000 74.83 0.00
OC Owens Corning 0.01 20000 35.80 40.03
UPL Ultra Petroleum 0.01 47000 13.15 14.85
VZ Verizon Communications 0.01 9256 47.00 48.01
SWKS Skyworks Solutions 0.01 -63.00% 7000 72.57 92.91
IMGN ImmunoGen 0.01 90600 6.09 7.55
ARIA Ariad Pharmaceuticals 0.01 112300 6.87 8.09
QLIK Qlik Technologies 0.01 NEW 20000 30.85 31.00
Autohome Inc- 0.01 -98.00% 19000 36.32 0.00
***leju Holdings 0.01 NEW 57864 10.75 0.00
Arista Networks 0.00 -60.00% 4000 60.75 0.00