Platinum Investment Mangement Limited

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Baidu (BIDU) 9.01 1.88M 172.52 179.33
Cisco Systems (CSCO) 6.54 6.98M -4.00% 33.80 31.85
Sina Corporation 5.82 2.91M +27.00% 72.12 0.00
Alphabet Inc Class C cs 5.59 243211 -8.00% 829.56 0.00
Oracle Corporation (ORCL) 5.48 4.44M 44.61 50.30
Wynn Resorts (WYNN) 5.48 1.72M 114.61 137.05
58 Com Inc spon adr rep a 5.07 5.17M +13.00% 35.39 0.00
Technipfmc 4.87 5.41M NEW 32.50 0.00
Alphabet Inc Class A cs 4.80 204302 847.80 0.00
Gilead Sciences (GILD) 4.65 2.47M +85.00% 67.92 70.48
Alibaba Group Holding Ltd Spon 4.52 1.51M +52.00% 107.83 0.00
Paypal Holdings 4.26 3.57M -6.00% 43.02 0.00
Intel Corporation (INTC) 3.61 3.61M -2.00% 36.07 34.36
Coca-Cola Company (KO) 3.17 2.70M +4.00% 42.44 45.07
Nielsen Hldgs Plc Shs Eur stock 3.14 2.74M -8.00% 41.31 0.00
Skyworks Solutions (SWKS) 3.01 1.11M -10.00% 97.98 103.25
Schlumberger (SLB) 2.14 990700 +19.00% 78.10 65.37
Vaneck Vectors Gold Miners mutual 2.09 3.31M +4.00% 22.81 0.00
Johnson & Johnson (JNJ) 1.84 532800 124.55 136.05
eBay (EBAY) 1.55 1.67M -8.00% 33.57 35.12
Jd 1.54 1.79M +22.00% 31.11 0.00
Carnival Corporation (CCL) 1.46 894969 -75.00% 58.91 65.69
Hanesbrands (HBI) 1.14 1.98M NEW 20.76 22.25
Qiagen Nv 1.07 1.33M NEW 28.97 0.00
Jones Lang LaSalle Incorporated (JLL) 0.94 303700 NEW 111.45 118.47
Qiwi 0.87 1.83M -49.00% 17.15 0.00
Callaway Golf Company (ELY) 0.71 2.33M +41.00% 11.07 12.25
Ihs Markit Ltd Shs stock 0.63 545300 41.95 0.00
Hollyfrontier Corp 0.57 723726 NEW 28.34 0.00
Fomento Economico Mexicano SAB (FMX) 0.49 200000 88.52 96.56
Level 3 Communications 0.46 288500 -91.00% 57.22 0.00
Gildan Activewear Inc Com Cad 0.41 545500 NEW 27.04 0.00
Bitauto Hldg (BITA) 0.41 573100 NEW 25.61 28.84
Tiffany & Co. (TIF) 0.40 152400 -48.00% 95.30 91.43
* Barrick Gold Corp 0.31 586595 -7.00% 18.99 0.00
Yandex Nv-a 0.17 278100 21.93 0.00
Apple (AAPL) 0.11 28200 143.65 145.63
Newmont Mining Corporation (NEM) 0.09 101000 32.95 33.50
Infinera (INFN) 0.09 329800 10.23 11.76
Prothena 0.09 61400 +47.00% 55.78 0.00
Foundation Medicine 0.09 97300 -15.00% 32.24 0.00
PerkinElmer (PKI) 0.08 48800 58.05 67.80
Micron Technology (MU) 0.07 84700 -29.00% 28.89 31.89
Ciena Corporation (CIEN) 0.07 103900 -11.00% 23.61 25.94
Infinity Pharmaceuticals (INFI) 0.07 810232 +62.00% 3.23 2.01
Merus N V 0.07 102219 -8.00% 24.38 0.00
Seattle Genetics (SGEN) 0.06 32000 62.84 63.25
Teva Pharmaceutical Industries (TEVA) 0.06 62200 32.07 32.52
Agios Pharmaceuticals 0.06 35800 58.38 0.00
Incyte Corporation (INCY) 0.05 13464 -34.00% 133.62 135.63
Pfizer (PFE) 0.05 47610 34.19 34.06
Ironwood Pharmaceuticals (IRWD) 0.05 104500 -12.00% 17.05 19.61
Icon 0.05 23500 79.70 0.00
Nanostring Technologies 0.05 92000 +23.00% 19.87 0.00
Aerie Pharmaceuticals 0.05 42500 -32.00% 45.34 0.00
Livanova Plc Ord 0.05 33782 +14.00% 48.99 0.00
Groupon 0.04 407000 3.93 0.00
Dermira 0.04 44800 +53.00% 34.11 0.00
Conformis 0.04 271256 +48.00% 5.22 0.00
BioMarin Pharmaceutical (BMRN) 0.03 13820 87.77 97.06
Merck & Co (MRK) 0.03 18800 63.51 66.02
Biogen Idec (BIIB) 0.03 4000 273.25 280.57
Nxp Semiconductors N V 0.03 9500 103.47 0.00
ACADIA Pharmaceuticals (ACAD) 0.03 32300 -15.00% 34.37 28.68
Acceleron Pharma 0.03 43600 NEW 26.47 0.00
Time Warner (TWX) 0.02 7421 97.70 99.40
Xilinx (XLNX) 0.02 11200 NEW 57.86 66.58
United Technologies Corporation (UTX) 0.02 8000 112.12 122.17
Cirrus Logic (CRUS) 0.02 10000 -52.00% 60.60 64.93
Verisign (VRSN) 0.01 5600 86.96 93.52
Facebook Inc cl a 0.01 1940 141.75 0.00
Autohome Inc- 0.01 14000 31.71 0.00
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 0.01 29908 6.59 0.00
Bioverativ Inc Com equity 0.00 2000 NEW 54.00 0.00