Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GOOG Google 7.02 353290 1114.51 590.39
EBAY eBay 5.86 +7.00% 5951900 55.24 53.01
Foster Wheeler Ltd Com Stk 5.75 9943177 32.42 0.00
BHI Baker Hughes Incorporated 5.56 +3.00% 4799020 65.02 73.56
INTC Intel Corporation 5.28 -12.00% 11477000 25.81 34.10
YOKU Youku 4.82 +6.00% 9643258 28.04 19.38
Sina Corporation 4.69 +3.00% 4357348 60.41 0.00
BIDU Baidu 4.57 -14.00% 1683453 152.27 219.53
SWC Stillwater Mining Company 4.26 16134362 14.81 19.00
AA Alcoa 4.23 NEW 18433000 12.87 16.90
CCL Carnival Corporation 4.13 6118000 37.86 36.75
BAC Bank of America Corporation 3.82 -17.00% 12441638 17.20 15.61
JEC Jacobs Engineering 3.81 -9.00% 3369110 63.50 54.55
* Barrick Gold 2.96 +17.00% 9306690 17.83 0.00
CIEN Ciena Corporation 2.94 7245200 22.74 19.68
SOHU Sohu 2.65 -17.00% 2282963 65.09 55.95
MSFT Microsoft Corporation 2.30 -50.00% 3144785 40.99 44.34
TSL Trina Solar 2.27 9483117 13.45 11.37
Qiwi 1.29 +558.00% 2092010 34.65 0.00
Marvell Technology 1.25 4453341 15.75 0.00
CSCO Cisco Systems 1.15 -64.00% 2876076 22.41 25.78
Zillow 1.11 +17.00% 703986 88.10 0.00
EJ E-House 1.09 -6.00% 5049363 12.09 11.54
JOBS 51job 1.08 +23.00% 853222 71.25 72.83
MERC Mercer International 1.06 7900171 7.50 10.64
MTG MGIC Investment 1.05 6927974 8.52 8.00
Yandex Nv-a 1.04 NEW 1929200 30.19 0.00
Gt Solar Int'l 0.98 -33.00% 3208108 17.05 0.00
*qunar Cayman Is Ltd spns adr cl b 0.89 NEW 1629139 30.59 0.00
PEP Pepsi 0.79 530900 83.50 91.72
Qiagen N.v. 0.67 1781076 21.09 0.00
KBR KBR 0.65 1368143 26.68 23.12
CPST Capstone Turbine Corporation 0.65 +2.00% 17089489 2.13 1.39
Autohome Inc- 0.64 +92677.00% 927777 38.41 0.00
MR Mindray Medical International 0.61 +66.00% 1056252 32.36 29.96
JNJ Johnson & Johnson 0.54 307800 98.23 102.11
ELY Callaway Golf Company 0.50 2762700 10.22 8.09
INFN Infinera 0.49 +33.00% 3038773 9.08 9.04
EL Estee Lauder Companies 0.44 373000 66.88 75.48
NEM Newmont Mining Corporation 0.42 +138.00% 1010000 23.44 25.08
HTHT China Lodging 0.40 +38.00% 902900 24.57 24.96
Trulia 0.40 -5.00% 670603 33.20 0.00
AU AngloGold Ashanti 0.32 1036449 17.08 17.71
SNMX Senomyx 0.32 -6.00% 1664000 10.67 7.27
TWX Time Warner 0.30 254666 65.33 85.03
SFUN SouFun Holdings 0.30 NEW 244750 68.42 12.06
FMX Fomento Economico Mexicano SAB 0.22 131000 93.24 98.53
TIF Tiffany & Co. 0.19 NEW 126000 86.14 99.72
MRK Merck & Co 0.17 163190 56.77 58.09
Groupon 0.17 -17.00% 1185659 7.84 0.00
CTRP Ctrip.com International 0.16 NEW 176000 50.41 64.41
UTX United Technologies Corporation 0.15 +5.00% 71000 116.83 108.63
MU Micron Technology 0.15 -89.00% 360800 23.66 33.43
Verastem 0.15 +126.00% 781003 10.79 0.00
58 Com Inc spon adr rep a 0.15 NEW 204000 41.63 0.00
VECO Veeco Instruments 0.12 -4.00% 159000 41.92 34.69
Ballard Pwr Sys 0.12 1591034 4.40 0.00
FDX FedEx Corporation 0.10 -94.00% 41000 132.54 152.32
TKC Turkcell Iletisim Hizmetleri A.S. 0.07 +44.00% 303000 13.77 16.11
Sungy Mobile Ltd adr rep ord a 0.07 NEW 184074 20.90 0.00
TEVA Teva Pharmaceutical Industries 0.05 53200 52.84 54.17
ERTS Electronic Arts 0.04 -26.00% 79200 29.00 0.00
AAPL Apple 0.04 +14.00% 4000 536.50 96.98
HAL Halliburton Company 0.04 36000 58.89 73.12
INCY Incyte Corporation 0.03 33264 53.51 47.68
PFE Pfizer 0.03 47610 32.12 30.14
PKI PerkinElmer 0.03 37700 45.04 47.66
ALR Alere 0.03 50970 34.33 39.29
CEVA CEVA 0.03 +110.00% 105000 17.55 14.24
OC Owens Corning 0.02 20000 43.15 35.60
DFS Discover Financial Services 0.02 20000 58.15 62.88
CTXS Citrix Systems 0.02 +68.00% 15200 57.43 67.37
UPL Ultra Petroleum 0.02 47000 26.87 24.57
EMC EMC Corporation 0.02 +43.00% 33000 27.39 28.95
Syneron Medical Ltd ord shs 0.02 94330 12.45 0.00
Vistaprint N V shs 0.02 19000 49.21 0.00
SWKS Skyworks Solutions 0.02 -30.00% 35000 37.51 51.57
IMGN ImmunoGen 0.02 73600 14.92 10.66
ARIA Ariad Pharmaceuticals 0.02 112300 8.06 5.91
IRWD Ironwood Pharmaceuticals 0.02 +50.00% 95000 12.32 15.27
Nxp Semiconductors N V 0.02 -25.00% 15000 58.80 0.00
Gnc Holdings Inc Cl A 0.02 +29.00% 31000 44.00 0.00
Icon 0.02 28500 47.54 0.00
BMRN BioMarin Pharmaceutical 0.01 8520 68.19 61.49
CAH Cardinal Health 0.01 9000 69.89 72.35
MCRS MICROS Systems 0.01 12000 52.92 67.75
VZ Verizon Communications 0.01 NEW 9256 47.64 51.27
ALTR Altera Corporation 0.01 NEW 15000 36.20 34.17
INFI Infinity Pharmaceuticals 0.01 43932 11.88 9.61
Avago Technologies 0.01 -25.00% 12000 64.33 0.00
Agilent Technologies Inc C ommon 0.00 -66.00% 5000 55.80 0.00
AMAP AutoNavi Holdings 0.00 -98.00% 8000 20.00 20.90