Platinum Investment Management as of March 31, 2017
Portfolio Holdings for Platinum Investment Management
Platinum Investment Management holds 74 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 9.0 | $325M | 1.9M | 172.52 | |
| Cisco Systems (CSCO) | 6.5 | $236M | 7.0M | 33.80 | |
| Sina Corporation | 5.8 | $210M | 2.9M | 72.12 | |
| Alphabet Inc Class C cs (GOOG) | 5.6 | $202M | 243k | 829.56 | |
| Oracle Corporation (ORCL) | 5.5 | $198M | 4.4M | 44.61 | |
| Wynn Resorts (WYNN) | 5.5 | $198M | 1.7M | 114.61 | |
| 58 Com Inc spon adr rep a | 5.1 | $183M | 5.2M | 35.39 | |
| Technipfmc (FTI) | 4.9 | $176M | 5.4M | 32.50 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $173M | 204k | 847.80 | |
| Gilead Sciences (GILD) | 4.7 | $168M | 2.5M | 67.92 | |
| Alibaba Group Holding (BABA) | 4.5 | $163M | 1.5M | 107.83 | |
| Paypal Holdings (PYPL) | 4.3 | $154M | 3.6M | 43.02 | |
| Intel Corporation (INTC) | 3.6 | $130M | 3.6M | 36.07 | |
| Coca-Cola Company (KO) | 3.2 | $115M | 2.7M | 42.44 | |
| Nielsen Hldgs Plc Shs Eur | 3.1 | $113M | 2.7M | 41.31 | |
| Skyworks Solutions (SWKS) | 3.0 | $109M | 1.1M | 97.98 | |
| Schlumberger (SLB) | 2.1 | $77M | 991k | 78.10 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 2.1 | $76M | 3.3M | 22.81 | |
| Johnson & Johnson (JNJ) | 1.8 | $66M | 533k | 124.55 | |
| eBay (EBAY) | 1.6 | $56M | 1.7M | 33.57 | |
| Jd (JD) | 1.5 | $56M | 1.8M | 31.11 | |
| Carnival Corporation (CCL) | 1.5 | $53M | 895k | 58.91 | |
| Hanesbrands (HBI) | 1.1 | $41M | 2.0M | 20.76 | |
| Qiagen Nv | 1.1 | $39M | 1.3M | 28.97 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.9 | $34M | 304k | 111.45 | |
| Qiwi (QIWI) | 0.9 | $31M | 1.8M | 17.15 | |
| Callaway Golf Company (MODG) | 0.7 | $26M | 2.3M | 11.07 | |
| Ihs Markit | 0.6 | $23M | 545k | 41.95 | |
| Hollyfrontier Corp | 0.6 | $21M | 724k | 28.34 | |
| Fomento Economico Mexicano SAB (FMX) | 0.5 | $18M | 200k | 88.52 | |
| Level 3 Communications | 0.5 | $17M | 289k | 57.22 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.4 | $15M | 546k | 27.04 | |
| Bitauto Hldg | 0.4 | $15M | 573k | 25.61 | |
| Tiffany & Co. | 0.4 | $15M | 152k | 95.30 | |
| Barrick Gold Corp (GOLD) | 0.3 | $11M | 587k | 18.99 | |
| Yandex Nv-a (YNDX) | 0.2 | $6.1M | 278k | 21.93 | |
| Apple (AAPL) | 0.1 | $4.1M | 28k | 143.65 | |
| Newmont Mining Corporation (NEM) | 0.1 | $3.3M | 101k | 32.95 | |
| Infinera (INFN) | 0.1 | $3.4M | 330k | 10.23 | |
| Prothena (PRTA) | 0.1 | $3.4M | 61k | 55.78 | |
| Foundation Medicine | 0.1 | $3.1M | 97k | 32.24 | |
| PerkinElmer (RVTY) | 0.1 | $2.8M | 49k | 58.05 | |
| Micron Technology (MU) | 0.1 | $2.4M | 85k | 28.89 | |
| Ciena Corporation (CIEN) | 0.1 | $2.5M | 104k | 23.61 | |
| Infinity Pharmaceuticals (INFIQ) | 0.1 | $2.6M | 810k | 3.23 | |
| Merus N V (MRUS) | 0.1 | $2.5M | 102k | 24.38 | |
| Seattle Genetics | 0.1 | $2.0M | 32k | 62.84 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $2.0M | 62k | 32.07 | |
| Agios Pharmaceuticals (AGIO) | 0.1 | $2.1M | 36k | 58.38 | |
| Incyte Corporation (INCY) | 0.1 | $1.8M | 14k | 133.62 | |
| Pfizer (PFE) | 0.1 | $1.6M | 48k | 34.19 | |
| Ironwood Pharmaceuticals (IRWD) | 0.1 | $1.8M | 105k | 17.05 | |
| Icon (ICLR) | 0.1 | $1.9M | 24k | 79.70 | |
| Nanostring Technologies (NSTGQ) | 0.1 | $1.8M | 92k | 19.87 | |
| Aerie Pharmaceuticals | 0.1 | $1.9M | 43k | 45.34 | |
| Livanova Plc Ord (LIVN) | 0.1 | $1.7M | 34k | 48.99 | |
| Groupon | 0.0 | $1.6M | 407k | 3.93 | |
| Dermira | 0.0 | $1.5M | 45k | 34.11 | |
| Conformis | 0.0 | $1.4M | 271k | 5.22 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.2M | 14k | 87.77 | |
| Merck & Co (MRK) | 0.0 | $1.2M | 19k | 63.51 | |
| Biogen Idec (BIIB) | 0.0 | $1.1M | 4.0k | 273.25 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $983k | 9.5k | 103.47 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $1.1M | 32k | 34.37 | |
| Acceleron Pharma | 0.0 | $1.2M | 44k | 26.47 | |
| Time Warner | 0.0 | $725k | 7.4k | 97.70 | |
| Xilinx | 0.0 | $648k | 11k | 57.86 | |
| United Technologies Corporation | 0.0 | $897k | 8.0k | 112.12 | |
| Cirrus Logic (CRUS) | 0.0 | $606k | 10k | 60.60 | |
| Verisign (VRSN) | 0.0 | $487k | 5.6k | 86.96 | |
| Facebook Inc cl a (META) | 0.0 | $275k | 1.9k | 141.75 | |
| Autohome Inc- (ATHM) | 0.0 | $444k | 14k | 31.71 | |
| Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 | 0.0 | $197k | 30k | 6.59 | |
| Bioverativ Inc Com equity | 0.0 | $108k | 2.0k | 54.00 |
