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 (NSTGQ) | 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 |
