Platinum Investment Mangement as of Sept. 30, 2012
Portfolio Holdings for Platinum Investment Mangement
Platinum Investment Mangement holds 0 positions in its portfolio as reported in the September 2012 quarterly 13F filing
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
--------------------------- ------------------------- ------- ------- ---- ---- -------- ------- -------- -------- --------
{C} {C} {C} {C} {C} {C} {C} {C}
51JOB INC SP ADR REP COM 316827104 34097 761096 EQ SOLE 688762 0 72334
7 DAYS GROUP HLDGS LTD ADR 81783J101 441 38000 EQ SOLE 38000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 39375 11684036 EQ SOLE 10915937 0 768099
ALERE INC COM 01449J105 588 30200 EQ SOLE 30200 0 0
AMDOCS LTD ORD G02602103 2408 73009 EQ SOLE 73009 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 72126 2057815 EQ SOLE 2004677 0 53138
ARIAD PHARMACEUTICALS INC COM 04033A100 854 35300 EQ SOLE 35300 0 0
BAKER HUGHES INC COM 057224107 58570 1294941 EQ SOLE 1171164 0 123777
BALLARD PWR SYS INC NEW COM 058586108 959 1336034 EQ SOLE 1336034 0 0
BANK OF AMERICA CORPORATION COM 060505104 310876 35206884 EQ SOLE 32554681 0 2652203
BARRICK GOLD CORP COM 067901108 107034 2563090 EQ SOLE 2370237 0 192853
BEST BUY INC COM 086516101 1032 60000 EQ SOLE 60000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 343 8520 EQ SOLE 8520 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 965 163180 EQ SOLE 163180 0 0
CAPSTONE TURBINE CORP COM 14067D102 16750 16750489 EQ SOLE 13307270 0 3443219
CARNIVAL CORP PAIRED CTF 143658300 98652 2708000 EQ SOLE 2464575 0 243425
CHANGYOU COM LTD ADS REP CL A 15911M107 734 28000 EQ SOLE 28000 0 0
CIENA CORP COM NEW 171779309 97741 7192200 EQ SOLE 6608220 0 583980
CISCO SYS INC COM 17275R102 235760 12346700 EQ SOLE 11439344 0 907356
CLOUD PEAK ENERGY INC COM 18911Q102 14860 821000 EQ SOLE 821000 0 0
COMPLETE GENOMICS INC COM 20454K104 434 140000 EQ SOLE 140000 0 0
DOMTAR CORP COM NEW 257559203 1448 18500 EQ SOLE 18500 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 26492 6189830 EQ SOLE 5758515 0 431315
ELECTRONIC ARTS INC COM 285512109 66172 5214533 EQ SOLE 4805832 0 408701
LAUDER ESTEE COS INC CL A 518439104 19148 311000 EQ SOLE 311000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 11589 126000 EQ SOLE 126000 0 0
FERRO CORP COM 315405100 830 242000 EQ SOLE 242000 0 0
FINISAR CORP COM NEW 31787A507 13817 964875 EQ SOLE 873240 0 91635
FOSTER WHEELER AG COM H27178104 210655 8791977 EQ SOLE 8068913 0 723064
GILEAD SCIENCES INC COM 375558103 99676 1502731 EQ SOLE 1382900 0 119831
GOOGLE INC CL A 38259P508 224795 297940 EQ SOLE 275024 0 22916
GROUPON INC COM CL A 399473107 6704 1407000 EQ SOLE 1407000 0 0
GUESS INC COM 401617105 7025 276391 EQ SOLE 251595 0 24796
HALLIBURTON CO COM 406216101 58371 1732613 EQ SOLE 1578282 0 154331
ICON PUB LTD CO SPONSORED ADR 45103T107 499 20500 EQ SOLE 20500 0 0
IMMUNOGEN INC COM 45253H101 665 45600 EQ SOLE 45600 0 0
INCYTE CORP COM 45337C102 510 28264 EQ SOLE 28264 0 0
INFINERA CORPORATION COM 45667G103 45070 8224603 EQ SOLE 7636072 0 588531
INFINITY PHARMACEUTICALS INC COM 45665G303 594 25302 EQ SOLE 25302 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 191 15000 EQ SOLE 15000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 144016 3562119 EQ SOLE 3238858 0 323261
JOHNSON & JOHNSON COM 478160104 123647 1794328 EQ SOLE 1652990 0 141338
JOHNSON CTLS INC COM 478366107 959 35000 EQ SOLE 35000 0 0
JUNIPER NETWORKS INC COM 48203R104 239 14000 EQ SOLE 14000 0 0
KBR INC COM 48242W106 64379 2158953 EQ SOLE 2158953 0 0
KROGER CO COM 501044101 870 37000 EQ SOLE 37000 0 0
LAS VEGAS SANDS CORP COM 517834107 92090 1986000 EQ SOLE 1836000 0 150000
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 109777 11990992 EQ SOLE 11103590 0 887402
MERCER INTL INC COM 588056101 57193 7666671 EQ SOLE 7666671 0 0
MERCK & CO INC NEW COM 58933Y105 7359 163190 EQ SOLE 163190 0 0
MGIC INVT CORP WIS COM 552848103 8622 5635733 EQ SOLE 5635733 0 0
MICRON TECHNOLOGY INC COM 595112103 40742 6813113 EQ SOLE 6216563 0 596550
MICROSOFT CORP COM 594918104 317826 10679670 EQ SOLE 9863670 0 816000
NEWMONT MINING CORP COM 651639106 25133 448685 EQ SOLE 412685 0 36000
NEXEN INC COM 65334H102 245835 9701480 EQ SOLE 8831613 0 869867
OWENS CORNING NEW COM 690742101 669 20000 EQ SOLE 20000 0 0
PEETS COFFEE & TEA INC COM 705560100 1026 14000 EQ SOLE 14000 0 0
PEPSICO INC COM 713448108 180770 2554338 EQ SOLE 2354045 0 200293
PERKINELMER INC COM 714046109 371 12600 EQ SOLE 12600 0 0
PFIZER INC COM 717081103 707 28460 EQ SOLE 28460 0 0
QIAGEN NV REG SHS N72482107 43664 2358976 EQ SOLE 2133903 0 225073
RIGEL PHARMACEUTICALS INC COM NEW 766559603 218 21300 EQ SOLE 21300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 956 13775 EQ SOLE 13775 0 0
SENOMYX INC COM 81724Q107 1069 563000 EQ SOLE 563000 0 0
SINA CORP ORD G81477104 264721 4092781 EQ SOLE 3851286 0 241495
SK TELECOM LTD SPONSORED ADR 78440P108 6277 431720 EQ SOLE 431720 0 0
SOHU COM INC COM 83408W103 107967 2565154 EQ SOLE 2353408 0 211746
SOTHEBYS COM 835898107 42423 1346777 EQ SOLE 1267315 0 79462
STILLWATER MNG CO COM 86074Q102 175690 14901640 EQ SOLE 13776830 0 1124810
SYNERON MEDICAL LTD ORD SHS M87245102 544 55830 EQ SOLE 55830 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 206 5300 EQ SOLE 5300 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 911 22000 EQ SOLE 22000 0 0
THOMPSON CREEK METALS CO INC COM 884768102 6268 2199424 EQ SOLE 1921442 0 277982
TIME WARNER INC COM NEW 887317303 11862 261666 EQ SOLE 261666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 44982 9821428 EQ SOLE 9316185 0 505243
ULTRA PETROLEUM CORP COM 903914109 12572 572000 EQ SOLE 572000 0 0
VISTAPRINT N V SHS N93540107 648 19000 EQ SOLE 19000 0 0
YAHOO INC COM 984332106 12672 793295 EQ SOLE 793295 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 39228 2133154 EQ SOLE 2133154 0 0