Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
BIDU Baidu 7.32 +2.00% 1757382 189.04 207.29
CCL Carnival Corporation 7.09 -20.00% 5905764 54.48 43.98
CSCO Cisco Systems 5.74 9595432 27.15 28.51
Paypal Holdings 5.70 +11.00% 7148200 36.20 0.00
INTC Intel Corporation 4.87 -21.00% 6414292 34.45 32.76
Sina Corporation 4.83 4437093 49.40 0.00
Alphabet Inc Class C cs 4.77 NEW 285088 758.88 0.00
Level 3 Communications 3.74 +119.00% 3124882 54.36 0.00
Nielsen Hldgs Plc Shs Eur stock 3.54 3446437 46.60 0.00
MCD McDonald's Corporation 3.34 NEW 1283900 118.14 96.21
Alphabet Inc Class A cs 3.25 NEW 189710 778.01 0.00
ORCL Oracle Corporation 3.19 3960300 36.53 41.62
TSL Trina Solar 2.89 11884677 11.02 11.28
Jd 2.83 +151.00% 3986800 32.26 0.00
QLIK Qlik Technologies 2.81 -16.00% 4024293 31.66 31.00
GLW Corning Incorporated 2.80 -27.00% 6958711 18.28 22.80
SFUN SouFun Holdings 2.71 +10.00% 16675575 7.39 5.84
EBAY eBay 2.68 4427394 27.48 59.78
YOKU Youku 2.56 -45.00% 4285650 27.13 16.00
SWC Stillwater Mining Company 2.54 13464739 8.57 13.10
KO Coca-Cola Company 2.48 +522.00% 2621099 42.96 40.22
WYNN Wynn Resorts 1.86 NEW 1221300 69.19 128.14
Qiwi 1.69 4277202 17.95 0.00
KBR KBR 1.61 -53.00% 4312369 16.92 14.89
ATI Allegheny Technologies Incorporated 1.38 5550636 11.25 31.49
Markit 1.33 -13.00% 2007031 30.17 0.00
SLB Schlumberger 1.32 NEW 857750 69.75 81.67
MTG MGIC Investment 1.08 5536882 8.83 9.39
Yandex Nv-a 1.04 -12.00% 3007770 15.72 0.00
Qiagen N.v. 0.90 +16.00% 1471848 27.65 0.00
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 0.65 -19.00% 4610710 6.44 0.00
TIF Tiffany & Co. 0.50 296000 76.29 83.92
ELY Callaway Golf Company 0.46 2204200 9.42 8.55
EL Estee Lauder Companies 0.44 225000 88.06 80.58
CIEN Ciena Corporation 0.43 -19.00% 937377 20.69 20.98
Zillow Group Inc Cl C Cap Stk stock 0.41 790072 23.48 0.00
REPCOM cla 0.39 286056 62.47 0.00
TWX Time Warner 0.37 256666 64.67 83.25
FMX Fomento Economico Mexicano SAB 0.36 175000 92.35 86.48
MU Micron Technology 0.28 890700 14.16 27.78
Zillow Group Inc Cl A stock 0.23 395036 26.04 0.00
* Barrick Gold 0.19 1159533 7.38 0.00
CRUS Cirrus Logic 0.10 NEW 150000 29.53 33.06
TEVA Teva Pharmaceutical Industries 0.09 62200 65.63 57.77
INFN Infinera 0.09 213000 18.12 18.11
NEM Newmont Mining Corporation 0.07 172000 17.99 21.67
BHI Baker Hughes Incorporated 0.07 70000 46.14 59.73
Aerie Pharmaceuticals 0.07 122000 24.34 0.00
SNDK SanDisk Corporation 0.06 35000 75.97 84.20
BMRN BioMarin Pharmaceutical 0.04 -18.00% 17220 104.70 113.42
INCY Incyte Corporation 0.04 -33.00% 15864 108.42 88.43
PKI PerkinElmer 0.04 37700 53.55 46.52
AAPL Apple 0.04 +27.00% 18700 105.24 123.28
UTX United Technologies Corporation 0.04 18000 96.06 118.52
BIIB Biogen Idec 0.04 6500 306.31 415.20
ALR Alere 0.04 44970 39.07 47.27
Juno Therapeutics 0.04 40000 43.95 0.00
SGEN Seattle Genetics 0.03 +54.00% 34000 44.85 36.91
JNJ Johnson & Johnson 0.03 11600 102.67 98.55
PFE Pfizer 0.03 47610 32.26 33.78
CAH Cardinal Health 0.03 14000 89.21 87.33
GILD Gilead Sciences 0.03 NEW 13000 101.15 99.53
IMGN ImmunoGen 0.03 90600 13.57 7.55
INFI Infinity Pharmaceuticals 0.03 +36.00% 146932 7.85 15.42
IRWD Ironwood Pharmaceuticals 0.03 120000 11.58 15.36
Groupon 0.03 407000 3.07 0.00
Verastem 0.03 -56.00% 688924 1.86 0.00
Biotelemetry 0.03 130000 11.68 0.00
Foundation Medicine 0.03 NEW 55000 21.05 0.00
Livanova Plc Ord 0.03 NEW 23982 59.34 0.00
OC Owens Corning 0.02 20000 47.00 40.03
TKC Turkcell Iletisim Hizmetleri A.S. 0.02 -66.00% 102370 8.49 11.95
DFS Discover Financial Services 0.02 20000 53.60 58.01
MRK Merck & Co 0.02 18800 52.82 56.20
EMC EMC Corporation 0.02 +15.00% 38000 25.66 26.24
ARIA Ariad Pharmaceuticals 0.02 112300 6.24 8.09
Cimpress N V Shs Euro 0.02 12000 81.08 0.00
JOBS 51job 0.01 15336 29.41 33.51
EJ E-House 0.01 47000 6.28 5.98
CEVA CEVA 0.01 -53.00% 21000 23.33 20.60
VECO Veeco Instruments 0.01 25000 20.56 31.01
Autohome Inc- 0.01 +55.00% 14000 34.86 0.00
Facebook Inc cl a 0.00 1940 104.64 0.00
***leju Holdings 0.00 5930 5.56 0.00