Platinum Investment Mangement

Platinum Investment Management as of Dec. 31, 2016

Portfolio Holdings for Platinum Investment Management

Platinum Investment Management holds 72 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baidu (BIDU) 9.1 $310M 1.9M 164.41
Cisco Systems (CSCO) 6.5 $220M 7.3M 30.22
Alphabet Inc Class C cs (GOOG) 6.0 $205M 266k 771.82
Level 3 Communications 5.8 $198M 3.5M 56.36
Carnival Corporation (CCL) 5.7 $194M 3.7M 52.06
Oracle Corporation (ORCL) 5.0 $170M 4.4M 38.45
FMC Technologies 4.9 $168M 4.7M 35.53
Alphabet Inc Class A cs (GOOGL) 4.9 $165M 208k 792.45
Paypal Holdings (PYPL) 4.4 $151M 3.8M 39.47
Wynn Resorts (WYNN) 4.4 $148M 1.7M 86.51
Sina Corporation 4.1 $139M 2.3M 60.79
Intel Corporation (INTC) 4.0 $135M 3.7M 36.27
58 Com Inc spon adr rep a 3.8 $128M 4.6M 28.00
Nielsen Hldgs Plc Shs Eur 3.7 $126M 3.0M 41.95
Coca-Cola Company (KO) 3.1 $107M 2.6M 41.46
Gilead Sciences (GILD) 2.8 $95M 1.3M 71.61
Skyworks Solutions (SWKS) 2.7 $92M 1.2M 74.66
Alibaba Group Holding (BABA) 2.6 $87M 991k 87.81
Schlumberger (SLB) 2.0 $70M 830k 83.95
Vaneck Vectors Gold Miners mutual (GDX) 1.9 $66M 3.2M 20.92
Johnson & Johnson (JNJ) 1.8 $61M 531k 115.21
eBay (EBAY) 1.6 $54M 1.8M 29.69
Qiwi (QIWI) 1.4 $46M 3.6M 12.77
Qiagen 1.2 $41M 1.5M 28.02
Jd (JD) 1.1 $37M 1.5M 25.44
Trina Solar 0.8 $28M 3.0M 9.30
Tiffany & Co. 0.7 $23M 296k 77.43
Ihs Markit 0.6 $19M 545k 35.41
Callaway Golf Company (MODG) 0.5 $18M 1.6M 10.96
Fomento Economico Mexicano SAB (FMX) 0.5 $15M 200k 76.21
Barrick Gold Corp (GOLD) 0.3 $10M 632k 15.98
Stillwater Mining Company 0.2 $5.8M 362k 16.11
Yandex Nv-a (YNDX) 0.2 $5.6M 278k 20.13
Newmont Mining Corporation (NEM) 0.1 $3.4M 101k 34.07
Apple (AAPL) 0.1 $3.3M 28k 115.82
MGIC Investment (MTG) 0.1 $2.8M 275k 10.19
Micron Technology (MU) 0.1 $2.6M 120k 21.91
Infinera (INFN) 0.1 $2.8M 330k 8.49
Ciena Corporation (CIEN) 0.1 $2.9M 117k 24.41
Teva Pharmaceutical Industries (TEVA) 0.1 $2.3M 62k 36.24
PerkinElmer (RVTY) 0.1 $2.5M 49k 52.13
Aerie Pharmaceuticals 0.1 $2.4M 63k 37.85
Merus N V (MRUS) 0.1 $2.4M 112k 21.11
Incyte Corporation (INCY) 0.1 $2.1M 21k 100.22
Ariad Pharmaceuticals 0.1 $2.0M 165k 12.43
Prothena (PRTA) 0.1 $2.0M 42k 49.18
Foundation Medicine 0.1 $2.0M 115k 17.70
Seattle Genetics 0.1 $1.7M 32k 52.75
Pfizer (PFE) 0.1 $1.5M 48k 32.47
Ironwood Pharmaceuticals (IRWD) 0.1 $1.8M 120k 15.29
Icon (ICLR) 0.1 $1.8M 24k 75.19
Nanostring Technologies (NSTG) 0.1 $1.7M 74k 22.29
Groupon 0.0 $1.4M 407k 3.32
Agios Pharmaceuticals (AGIO) 0.0 $1.5M 36k 41.70
Conformis 0.0 $1.5M 182k 8.10
Livanova Plc Ord (LIVN) 0.0 $1.3M 30k 44.96
BioMarin Pharmaceutical (BMRN) 0.0 $1.1M 14k 82.78
Merck & Co (MRK) 0.0 $1.1M 19k 58.83
United Technologies Corporation 0.0 $876k 8.0k 109.50
Biogen Idec (BIIB) 0.0 $1.1M 4.0k 283.50
Cirrus Logic (CRUS) 0.0 $1.2M 21k 56.52
Nxp Semiconductors N V (NXPI) 0.0 $931k 9.5k 98.00
ACADIA Pharmaceuticals (ACAD) 0.0 $1.1M 38k 28.83
Dermira 0.0 $885k 29k 30.31
Time Warner 0.0 $716k 7.4k 96.48
Veeco Instruments (VECO) 0.0 $728k 25k 29.12
Infinity Pharmaceuticals (INFIQ) 0.0 $673k 498k 1.35
Verisign (VRSN) 0.0 $425k 5.6k 75.89
Facebook Inc cl a (META) 0.0 $223k 1.9k 114.95
Autohome Inc- (ATHM) 0.0 $353k 14k 25.21
Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 0.0 $170k 30k 5.68
Cempra 0.0 $141k 50k 2.80