Platinum Investment Mangement

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

PLATINUM INVESTMENT MANAGEMENT portfolio companies for December 2015 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Baidu (BIDU) 7.32 1.76M +2.00% 189.04 207.29
Carnival Corporation (CCL) 7.09 5.91M -20.00% 54.48 43.98
Cisco Systems (CSCO) 5.74 9.60M 27.15 28.51
Paypal Holdings 5.70 7.15M +11.00% 36.20 0.00
Intel Corporation (INTC) 4.87 6.41M -21.00% 34.45 32.76
Sina Corporation 4.83 4.44M 49.40 0.00
Alphabet Inc Class C cs 4.77 285088 NEW 758.88 0.00
Level 3 Communications 3.74 3.12M +119.00% 54.36 0.00
Nielsen Hldgs Plc Shs Eur stock 3.54 3.45M 46.60 0.00
McDonald's Corporation (MCD) 3.34 1.28M NEW 118.14 96.21
Alphabet Inc Class A cs 3.25 189710 NEW 778.01 0.00
Oracle Corporation (ORCL) 3.19 3.96M 36.53 41.62
Trina Solar (TSL) 2.89 11.88M 11.02 11.28
Jd 2.83 3.99M +151.00% 32.26 0.00
Qlik Technologies (QLIK) 2.81 4.02M -16.00% 31.66 31.00
Corning Incorporated (GLW) 2.80 6.96M -27.00% 18.28 22.80
SouFun Holdings (SFUN) 2.71 16.68M +10.00% 7.39 5.84
eBay (EBAY) 2.68 4.43M 27.48 59.78
Youku (YOKU) 2.56 4.29M -45.00% 27.13 16.00
Stillwater Mining Company (SWC) 2.54 13.46M 8.57 13.10
Coca-Cola Company (KO) 2.48 2.62M +522.00% 42.96 40.22
Wynn Resorts (WYNN) 1.86 1.22M NEW 69.19 128.14
Qiwi 1.69 4.28M 17.95 0.00
KBR (KBR) 1.61 4.31M -53.00% 16.92 14.89
Allegheny Technologies Incorporated (ATI) 1.38 5.55M 11.25 31.49
Markit 1.33 2.01M -13.00% 30.17 0.00
Schlumberger (SLB) 1.32 857750 NEW 69.75 81.67
MGIC Investment (MTG) 1.08 5.54M 8.83 9.39
Yandex Nv-a 1.04 3.01M -12.00% 15.72 0.00
Qiagen N.v. 0.90 1.47M +16.00% 27.65 0.00
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 0.65 4.61M -19.00% 6.44 0.00
Tiffany & Co. (TIF) 0.50 296000 76.29 83.92
Callaway Golf Company (ELY) 0.46 2.20M 9.42 8.55
Estee Lauder Companies (EL) 0.44 225000 88.06 80.58
Ciena Corporation (CIEN) 0.43 937377 -19.00% 20.69 20.98
Zillow Group Inc Cl C Cap Stk stock 0.41 790072 23.48 0.00
REPCOM cla 0.39 286056 62.47 0.00
Time Warner (TWX) 0.37 256666 64.67 83.25
Fomento Economico Mexicano SAB (FMX) 0.36 175000 92.35 86.48
Micron Technology (MU) 0.28 890700 14.16 27.78
Zillow Group Inc Cl A stock 0.23 395036 26.04 0.00
* Barrick Gold 0.19 1.16M 7.38 0.00
Cirrus Logic (CRUS) 0.10 150000 NEW 29.53 33.06
Teva Pharmaceutical Industries (TEVA) 0.09 62200 65.63 57.77
Infinera (INFN) 0.09 213000 18.12 18.11
Newmont Mining Corporation (NEM) 0.07 172000 17.99 21.67
Baker Hughes Incorporated (BHI) 0.07 70000 46.14 59.73
Aerie Pharmaceuticals 0.07 122000 24.34 0.00
SanDisk Corporation (SNDK) 0.06 35000 75.97 84.20
BioMarin Pharmaceutical (BMRN) 0.04 17220 -18.00% 104.70 113.42
Incyte Corporation (INCY) 0.04 15864 -33.00% 108.42 88.43
PerkinElmer (PKI) 0.04 37700 53.55 46.52
Apple (AAPL) 0.04 18700 +27.00% 105.24 123.28
United Technologies Corporation (UTX) 0.04 18000 96.06 118.52
Biogen Idec (BIIB) 0.04 6500 306.31 415.20
Alere (ALR) 0.04 44970 39.07 47.27
Juno Therapeutics 0.04 40000 43.95 0.00
Seattle Genetics (SGEN) 0.03 34000 +54.00% 44.85 36.91
Johnson & Johnson (JNJ) 0.03 11600 102.67 98.55
Pfizer (PFE) 0.03 47610 32.26 33.78
Cardinal Health (CAH) 0.03 14000 89.21 87.33
Gilead Sciences (GILD) 0.03 13000 NEW 101.15 99.53
ImmunoGen (IMGN) 0.03 90600 13.57 7.55
Infinity Pharmaceuticals (INFI) 0.03 146932 +36.00% 7.85 15.42
Ironwood Pharmaceuticals (IRWD) 0.03 120000 11.58 15.36
Groupon 0.03 407000 3.07 0.00
Verastem 0.03 688924 -56.00% 1.86 0.00
Biotelemetry 0.03 130000 11.68 0.00
Foundation Medicine 0.03 55000 NEW 21.05 0.00
Livanova Plc Ord 0.03 23982 NEW 59.34 0.00
Owens Corning (OC) 0.02 20000 47.00 40.03
Turkcell Iletisim Hizmetleri A.S. (TKC) 0.02 102370 -66.00% 8.49 11.95
Discover Financial Services (DFS) 0.02 20000 53.60 58.01
Merck & Co (MRK) 0.02 18800 52.82 56.20
EMC Corporation (EMC) 0.02 38000 +15.00% 25.66 26.24
Ariad Pharmaceuticals (ARIA) 0.02 112300 6.24 8.09
Cimpress N V Shs Euro 0.02 12000 81.08 0.00
51job (JOBS) 0.01 15336 29.41 33.51
E-House (EJ) 0.01 47000 6.28 5.98
CEVA (CEVA) 0.01 21000 -53.00% 23.33 20.60
Veeco Instruments (VECO) 0.01 25000 20.56 31.01
Autohome Inc- 0.01 14000 +55.00% 34.86 0.00
Facebook Inc cl a 0.00 1940 104.64 0.00
***leju Holdings 0.00 5930 5.56 0.00