Platinum Investment Mangement

Platinum Investment Mangement as of Sept. 30, 2011

Portfolio Holdings for Platinum Investment Mangement

Platinum Investment Mangement holds 74 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.0 $248M 10M 24.89
Johnson & Johnson (JNJ) 5.9 $210M 3.3M 63.69
Cisco Systems (CSCO) 5.5 $195M 13M 15.50
Pepsi (PEP) 5.1 $182M 2.9M 61.90
Nexen 5.0 $177M 12M 15.49
Bank of America Corporation (BAC) 5.0 $177M 29M 6.12
Marvell Technology Group 4.9 $175M 12M 14.51
Yahoo! 4.2 $151M 12M 13.17
Gilead Sciences (GILD) 3.8 $136M 3.5M 38.80
Barrick Gold Corp (GOLD) 3.6 $128M 2.7M 46.65
Electronic Arts (EA) 3.6 $126M 6.2M 20.45
Advanced Micro Devices (AMD) 3.4 $122M 24M 5.08
Jacobs Engineering 3.4 $120M 3.7M 32.29
Foster Wheeler Ltd Com Stk 3.3 $118M 6.6M 17.79
AngloGold Ashanti 2.9 $103M 2.5M 41.36
Ciena Corporation (CIEN) 2.7 $96M 8.6M 11.20
Stillwater Mining Company 2.7 $95M 11M 8.50
Guess? (GES) 2.5 $89M 3.1M 28.49
Google 2.5 $89M 172k 515.04
International Paper Company (IP) 2.3 $80M 3.5M 23.25
Shanda Interactive Entertainment 1.8 $65M 2.2M 29.54
Sina Corporation 1.8 $64M 891k 71.61
Infinera (INFN) 1.8 $63M 8.2M 7.72
Mercer International (MERC) 1.4 $51M 7.4M 6.80
KBR (KBR) 1.4 $49M 2.1M 23.63
Sotheby's 1.3 $47M 1.7M 27.57
Teva Pharmaceutical Industries (TEVA) 1.2 $43M 1.2M 37.22
Trina Solar 1.2 $43M 7.1M 6.08
Caliper Life Sciences 0.9 $33M 3.1M 10.47
Oracle Corporation (ORCL) 0.8 $28M 958k 28.74
E-House 0.7 $26M 4.5M 5.79
Qiagen 0.7 $25M 1.8M 13.83
Newmont Mining Corporation (NEM) 0.7 $24M 373k 62.95
SK Tele 0.6 $23M 1.6M 14.07
Youku 0.6 $22M 1.3M 16.36
Thompson Creek Metals 0.5 $19M 3.1M 6.07
MGIC Investment (MTG) 0.4 $15M 7.9M 1.87
Estee Lauder Companies (EL) 0.4 $15M 171k 87.84
Domtar Corp 0.4 $14M 202k 68.17
Fomento Economico Mexicano SAB (FMX) 0.3 $10M 161k 64.82
eBay (EBAY) 0.3 $10M 351k 29.49
Finisar Corporation 0.3 $9.3M 531k 17.54
Sohu 0.2 $7.2M 149k 48.20
Merck & Co (MRK) 0.1 $5.3M 163k 32.70
Ferro Corporation 0.1 $4.8M 786k 6.15
Amdocs Ltd ord (DOX) 0.1 $4.7M 173k 27.12
Six Flags Entertainment (SIX) 0.1 $3.4M 122k 27.71
Hewlett-Packard Company 0.1 $2.6M 116k 22.45
Senomyx 0.1 $2.0M 563k 3.51
Kroger (KR) 0.0 $812k 37k 21.95
Apple (AAPL) 0.0 $747k 2.0k 381.12
Royal Dutch Shell 0.0 $837k 14k 61.48
Brocade Communications Systems 0.0 $835k 193k 4.32
Changyou 0.0 $708k 28k 25.29
7 Days Group Holdings 0.0 $481k 38k 12.66
BioMarin Pharmaceutical (BMRN) 0.0 $515k 16k 31.83
Incyte Corporation (INCY) 0.0 $455k 33k 13.96
Pfizer (PFE) 0.0 $442k 25k 17.68
Pharmasset 0.0 $527k 6.4k 82.34
PerkinElmer (RVTY) 0.0 $242k 13k 19.21
Syneron Medical Ltd ord 0.0 $354k 36k 9.89
Perfect World 0.0 $181k 16k 11.10
Alere 0.0 $298k 15k 19.61
Cepheid 0.0 $319k 8.2k 38.75
ImmunoGen (IMGN) 0.0 $499k 46k 10.94
Infinity Pharmaceuticals (INFIQ) 0.0 $222k 32k 7.03
Ariad Pharmaceuticals 0.0 $415k 47k 8.79
Ener1 0.0 $240k 1.7M 0.14
Complete Genomics 0.0 $191k 33k 5.84
Time Warner 0.0 $169k 5.7k 29.83
Corning Incorporated (GLW) 0.0 $123k 10k 12.30
PT Telekomunikasi Indonesia (TLK) 0.0 $175k 5.3k 33.02
Icon 0.0 $95k 6.0k 15.94
Rigel Pharmaceuticals (RIGL) 0.0 $156k 21k 7.32