Platinum Investment Mangement

Platinum Investment Management as of Sept. 30, 2015

Portfolio Holdings for Platinum Investment Management

Platinum Investment Management holds 80 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carnival Corporation (CCL) 10.0 $369M 7.4M 49.70
Cisco Systems (CSCO) 6.9 $255M 9.7M 26.25
Intel Corporation (INTC) 6.6 $245M 8.1M 30.14
Baidu (BIDU) 6.4 $235M 1.7M 137.41
Paypal Holdings (PYPL) 5.4 $200M 6.4M 31.04
Sina Corporation 4.8 $179M 4.5M 40.12
Qlik Technologies 4.8 $176M 4.8M 36.45
Corning Incorporated (GLW) 4.5 $165M 9.6M 17.12
Nielsen Hldgs Plc Shs Eur 4.2 $155M 3.5M 44.47
KBR (KBR) 4.2 $153M 9.2M 16.66
Oracle Corporation (ORCL) 3.9 $144M 4.0M 36.12
Stillwater Mining Company 3.8 $140M 14M 10.33
Youku 3.8 $138M 7.9M 17.63
eBay (EBAY) 3.0 $109M 4.5M 24.44
Trina Solar 2.9 $107M 12M 8.97
SouFun Holdings 2.7 $99M 15M 6.60
Allegheny Technologies Incorporated (ATI) 2.1 $79M 5.6M 14.18
Qiwi (QIWI) 1.9 $69M 4.3M 16.12
Markit 1.8 $67M 2.3M 29.00
Level 3 Communications 1.7 $62M 1.4M 43.69
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 1.7 $62M 5.7M 10.89
qunar Cayman Is Ltd spns adr cl b 1.6 $58M 1.9M 30.07
MGIC Investment (MTG) 1.4 $52M 5.6M 9.26
Jd (JD) 1.1 $41M 1.6M 26.06
Yandex Nv-a (YNDX) 1.0 $37M 3.4M 10.73
Qiagen 0.9 $33M 1.3M 25.80
Ciena Corporation (CIEN) 0.7 $24M 1.2M 20.72
Tiffany & Co. 0.6 $23M 296k 77.22
Zillow Group Inc Cl C Cap Stk (Z) 0.6 $21M 790k 27.00
Callaway Golf Company (MODG) 0.5 $18M 2.2M 8.35
Estee Lauder Companies (EL) 0.5 $18M 225k 80.68
Time Warner 0.5 $18M 257k 68.75
Coca-Cola Company (KO) 0.5 $17M 421k 40.12
Fomento Economico Mexicano SAB (FMX) 0.4 $16M 175k 89.25
REPCOM cla 0.4 $16M 285k 54.54
Micron Technology (MU) 0.4 $13M 881k 14.98
Zillow Group Inc Cl A (ZG) 0.3 $11M 395k 28.73
Barrick Gold Corp (GOLD) 0.2 $7.4M 1.2M 6.36
Infinera (INFN) 0.1 $4.2M 213k 19.56
Teva Pharmaceutical Industries (TEVA) 0.1 $3.5M 62k 56.45
Baker Hughes Incorporated 0.1 $3.6M 70k 52.03
Verastem 0.1 $2.8M 1.6M 1.79
Turkcell Iletisim Hizmetleri A.S. (TKC) 0.1 $2.7M 309k 8.68
Incyte Corporation (INCY) 0.1 $2.6M 24k 110.29
Newmont Mining Corporation (NEM) 0.1 $2.8M 172k 16.07
BioMarin Pharmaceutical (BMRN) 0.1 $2.2M 21k 105.28
Alere 0.1 $2.2M 45k 48.14
Aerie Pharmaceuticals 0.1 $2.2M 122k 17.74
PerkinElmer (RVTY) 0.1 $1.7M 38k 45.94
Biogen Idec (BIIB) 0.1 $1.9M 6.5k 291.69
SanDisk Corporation 0.1 $1.9M 35k 54.31
Icon (ICLR) 0.1 $2.0M 29k 70.95
Pfizer (PFE) 0.0 $1.5M 48k 31.40
Apple (AAPL) 0.0 $1.6M 15k 110.27
United Technologies Corporation 0.0 $1.6M 18k 88.94
Groupon 0.0 $1.3M 407k 3.26
Biotelemetry 0.0 $1.6M 130k 12.24
Juno Therapeutics 0.0 $1.6M 40k 40.68
Discover Financial Services (DFS) 0.0 $1.0M 20k 51.95
Johnson & Johnson (JNJ) 0.0 $1.1M 12k 93.28
Cardinal Health (CAH) 0.0 $1.1M 14k 76.79
Halliburton Company (HAL) 0.0 $1.3M 36k 35.33
Merck & Co (MRK) 0.0 $928k 19k 49.36
Altera Corporation 0.0 $1.2M 25k 50.04
Ironwood Pharmaceuticals (IRWD) 0.0 $1.3M 120k 10.42
Owens Corning (OC) 0.0 $838k 20k 41.90
Seattle Genetics 0.0 $848k 22k 38.55
EMC Corporation 0.0 $797k 33k 24.15
Ceva (CEVA) 0.0 $835k 45k 18.56
ImmunoGen (IMGN) 0.0 $869k 91k 9.59
Infinity Pharmaceuticals (INFIQ) 0.0 $912k 108k 8.45
Ariad Pharmaceuticals 0.0 $655k 112k 5.83
Cimpress N V Shs Euro 0.0 $913k 12k 76.08
Ultra Petroleum 0.0 $300k 47k 6.38
51job 0.0 $420k 15k 27.39
E-House 0.0 $279k 47k 5.94
Veeco Instruments (VECO) 0.0 $512k 25k 20.48
Autohome Inc- (ATHM) 0.0 $292k 9.0k 32.44
Facebook Inc cl a (META) 0.0 $174k 1.9k 89.69
leju Holdings 0.0 $33k 5.9k 5.56