Platinum Investment Mangement

Platinum Investment Mangement as of March 31, 2010

Portfolio Holdings for Platinum Investment Mangement

Platinum Investment Mangement holds 78 positions in its portfolio as reported in the March 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 6.9 $285M 30M 9.57
Microsoft Corporation (MSFT) 6.6 $275M 8.5M 32.25
Cisco Systems (CSCO) 6.4 $266M 13M 21.15
Nexen 6.0 $247M 14M 18.35
Sina Corporation 4.7 $195M 3.0M 65.00
Pepsi (PEP) 4.7 $194M 2.9M 66.35
Marvell Technology Group 4.5 $188M 12M 15.73
Advanced Micro Devices (AMD) 4.4 $183M 23M 8.02
Foster Wheeler Ltd Com Stk 4.4 $181M 7.9M 22.76
Stillwater Mining Company 3.9 $161M 13M 12.64
Jacobs Engineering 3.8 $158M 3.6M 44.37
Ciena Corporation (CIEN) 3.8 $158M 9.7M 16.19
Gilead Sciences (GILD) 3.4 $142M 2.9M 48.86
Johnson & Johnson (JNJ) 3.1 $129M 2.0M 65.96
Carnival Corporation (CCL) 3.1 $127M 3.9M 32.08
Sohu 2.8 $116M 2.1M 55.17
Yahoo! 2.7 $113M 7.4M 15.22
Barrick Gold Corp (GOLD) 2.2 $92M 2.1M 43.48
Electronic Arts (EA) 2.1 $87M 5.3M 16.48
Infinera (INFN) 1.8 $73M 9.0M 8.12
AngloGold Ashanti 1.7 $72M 1.9M 36.92
Mercer International (MERC) 1.5 $61M 7.7M 7.99
KBR (KBR) 1.5 $61M 1.7M 35.55
Trina Solar 1.4 $59M 8.2M 7.13
Sotheby's 1.4 $57M 1.5M 39.34
Halliburton Company (HAL) 1.3 $55M 1.6M 33.19
Guess? (GES) 1.0 $42M 1.3M 31.25
Newmont Mining Corporation (NEM) 0.9 $38M 747k 51.27
NRG Energy (NRG) 0.9 $37M 2.4M 15.67
MGIC Investment (MTG) 0.7 $29M 5.9M 4.96
Youku 0.7 $29M 1.3M 21.99
Qiagen 0.7 $29M 1.8M 15.57
E-House 0.7 $28M 4.9M 5.80
International Paper Company (IP) 0.7 $27M 780k 35.10
Estee Lauder Companies (EL) 0.5 $19M 311k 61.94
51job 0.4 $16M 280k 56.86
Fomento Economico Mexicano SAB (FMX) 0.3 $13M 161k 82.27
Oracle Corporation (ORCL) 0.3 $13M 456k 29.16
eBay (EBAY) 0.3 $11M 306k 36.90
Thompson Creek Metals 0.2 $11M 1.5M 6.76
Finisar Corporation 0.2 $8.6M 426k 20.15
Ultra Petroleum 0.2 $6.4M 284k 22.63
SK Tele 0.1 $6.0M 432k 13.91
Merck & Co (MRK) 0.1 $6.3M 165k 38.40
Six Flags Entertainment (SIX) 0.1 $5.7M 122k 46.76
Ferro Corporation 0.1 $4.7M 786k 5.94
Capstone Turbine Corporation 0.1 $3.4M 3.3M 1.02
Domtar Corp 0.1 $2.4M 26k 95.37
Amdocs Ltd ord (DOX) 0.1 $2.5M 79k 31.58
Groupon 0.1 $2.3M 123k 18.37
Senomyx 0.0 $1.5M 563k 2.74
Apple (AAPL) 0.0 $1.1M 1.8k 599.43
Incyte Corporation (INCY) 0.0 $629k 33k 19.29
Teva Pharmaceutical Industries (TEVA) 0.0 $991k 22k 45.05
Kroger (KR) 0.0 $896k 37k 24.22
Royal Dutch Shell 0.0 $966k 14k 70.13
ImmunoGen (IMGN) 0.0 $656k 46k 14.39
Brocade Communications Systems 0.0 $938k 163k 5.75
Changyou 0.0 $760k 28k 27.14
Ballard Pwr Sys (BLDP) 0.0 $630k 441k 1.43
Ariad Pharmaceuticals 0.0 $754k 47k 15.97
7 Days Group Holdings 0.0 $476k 38k 12.53
Time Warner 0.0 $213k 5.7k 37.59
BioMarin Pharmaceutical (BMRN) 0.0 $554k 16k 34.24
Pfizer (PFE) 0.0 $566k 25k 22.64
PerkinElmer (RVTY) 0.0 $348k 13k 27.62
Hewlett-Packard Company 0.0 $262k 11k 23.82
Google 0.0 $359k 560.00 641.07
Syneron Medical Ltd ord 0.0 $457k 43k 10.70
Perfect World 0.0 $263k 16k 16.13
Alere 0.0 $541k 21k 26.01
Cepheid 0.0 $210k 5.0k 41.72
Icon 0.0 $258k 12k 21.22
Infinity Pharmaceuticals (INFIQ) 0.0 $377k 32k 11.94
Complete Genomics 0.0 $298k 106k 2.82
PT Telekomunikasi Indonesia (TLK) 0.0 $160k 5.3k 30.19
Rigel Pharmaceuticals (RIGL) 0.0 $171k 21k 8.03
Charm Communications (CHRM) 0.0 $110k 12k 9.17