Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Baidu (BIDU) 7.36 1.73M +2.00% 182.07 207.29
Paypal Holdings 6.55 6.86M -5.00% 40.97 0.00
Cisco Systems (CSCO) 6.11 8.25M -8.00% 31.72 28.51
Carnival Corporation (CCL) 5.58 4.90M 48.82 43.98
Sina Corporation 5.35 3.10M -40.00% 73.83 0.00
Alphabet Inc Class C cs 4.77 262967 -2.00% 777.29 0.00
Level 3 Communications 4.47 4.13M +7.00% 46.38 0.00
Alibaba Group Holding Ltd Spon 4.10 1.66M +56.00% 105.79 0.00
Stillwater Mining Company (SWC) 4.06 13.01M 13.36 13.10
58 Com Inc spon adr rep a 4.05 3.64M +1717.00% 47.66 0.00
Wynn Resorts (WYNN) 3.89 1.71M +36.00% 97.42 128.14
Intel Corporation (INTC) 3.81 4.33M -22.00% 37.75 32.76
Alphabet Inc Class A cs 3.60 191622 -3.00% 804.06 0.00
Nielsen Hldgs Plc Shs Eur stock 3.59 2.87M 53.57 0.00
Oracle Corporation (ORCL) 3.42 3.74M 39.28 41.62
McDonald's Corporation (MCD) 2.69 998000 -7.00% 115.36 96.21
Coca-Cola Company (KO) 2.55 2.58M 42.32 40.22
Skyworks Solutions (SWKS) 2.30 1.29M +24.00% 76.14 92.91
Gilead Sciences (GILD) 2.24 1.21M +10.00% 79.12 99.53
Jd 2.22 3.65M -3.00% 26.09 0.00
MGIC Investment (MTG) 1.64 8.80M -12.00% 8.00 9.39
Schlumberger (SLB) 1.52 829500 78.64 81.67
Johnson & Johnson (JNJ) 1.46 530500 118.13 98.55
Qiwi 1.42 4.17M -6.00% 14.64 0.00
Vaneck Vectors Gold Miners mutual 1.42 2.31M -37.00% 26.43 0.00
eBay (EBAY) 1.39 1.81M -48.00% 32.90 59.78
Trina Solar (TSL) 1.32 5.52M -5.00% 10.24 11.28
Qiagen N.v. 0.94 1.47M -32.00% 27.44 0.00
FMC Technologies (FTI) 0.88 1.28M NEW 29.67 37.08
Callaway Golf Company (ELY) 0.52 1.94M -5.00% 11.61 8.55
Tiffany & Co. (TIF) 0.50 296000 72.63 83.92
Washington Prime 0.50 425883 NEW 50.14 0.00
Ihs Markit Ltd Shs stock 0.48 545300 NEW 37.55 0.00
Fomento Economico Mexicano SAB (FMX) 0.43 200000 92.04 86.48
Time Warner (TWX) 0.43 229666 79.61 83.25
* Barrick Gold 0.24 586595 17.72 0.00
Cirrus Logic (CRUS) 0.21 167000 53.15 33.06
Skechers USA (SKX) 0.21 400000 NEW 22.90 67.44
Yandex N V debt 1.125%12/1 0.14 278100 NEW 21.05 0.00
Newmont Mining Corporation (NEM) 0.09 101000 39.29 21.67
Apple (AAPL) 0.09 33700 113.03 123.28
Incyte Corporation (INCY) 0.07 30864 94.28 88.43
Teva Pharmaceutical Industries (TEVA) 0.07 62200 46.00 57.77
PerkinElmer (PKI) 0.07 53700 56.11 46.52
Micron Technology (MU) 0.07 161700 17.78 27.78
Infinera (INFN) 0.07 329800 +30.00% 9.03 18.11
Ciena Corporation (CIEN) 0.07 128900 -86.00% 21.80 20.98
Foundation Medicine 0.07 128000 23.34 0.00
Aerie Pharmaceuticals 0.07 79000 -35.00% 37.73 0.00
Seattle Genetics (SGEN) 0.06 49100 +17.00% 53.99 36.91
Ironwood Pharmaceuticals (IRWD) 0.06 153600 -11.00% 15.88 15.36
Prothena 0.06 45100 +12.00% 59.96 0.00
Baker Hughes Incorporated (BHI) 0.05 43400 -38.00% 50.46 59.73
Ariad Pharmaceuticals (ARIA) 0.05 164700 -34.00% 13.69 8.09
Groupon 0.05 407000 5.15 0.00
Icon 0.05 28500 77.37 0.00
Agios Pharmaceuticals 0.05 41600 NEW 52.81 0.00
Pfizer (PFE) 0.04 47610 33.86 33.78
Conformis 0.04 182056 9.91 0.00
Merus N V 0.04 111519 +59.00% 16.74 0.00
BioMarin Pharmaceutical (BMRN) 0.03 13820 -19.00% 92.47 113.42
Merck & Co (MRK) 0.03 18800 62.39 56.20
Biogen Idec (BIIB) 0.03 4000 313.00 415.20
ACADIA Pharmaceuticals (ACAD) 0.03 38300 31.80 43.70
Nanostring Technologies 0.03 74300 NEW 19.97 0.00
Livanova Plc Ord 0.03 23982 60.09 0.00
United Technologies Corporation (UTX) 0.02 8000 101.50 118.52
Infinity Pharmaceuticals (INFI) 0.02 498232 1.56 15.42
Cempra 0.02 32500 NEW 24.18 0.00
Dermira 0.02 29200 NEW 33.80 0.00
Verisign (VRSN) 0.01 5600 NEW 78.21 62.91
ImmunoGen (IMGN) 0.01 90600 2.67 7.55
Veeco Instruments (VECO) 0.01 25000 19.60 31.01
Nxp Semiconductors N V 0.01 3500 NEW 102.00 0.00
Facebook Inc cl a 0.01 1940 127.84 0.00
Autohome Inc- 0.01 14000 24.21 0.00
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 0.01 29908 7.42 0.00
Dell Technologies Inc Class V equity 0.00 4235 NEW 47.70 0.00