Platinum Investment Mangement as of Dec. 31, 2012
Portfolio Holdings for Platinum Investment Mangement
Platinum Investment Mangement holds 0 positions in its portfolio as reported in the December 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 33375 713915 EQ SOLE 641581 0 72334
7 DAYS GROUP HLDGS LTD ADR 81783J101 458 38000 EQ SOLE 38000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6008 2503618 EQ SOLE 2503618 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1023 25000 EQ SOLE 25000 0 0
ALERE INC COM 01449J105 868 46970 EQ SOLE 46970 0 0
AMDOCS LTD ORD G02602103 2481 73009 EQ SOLE 73009 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 69165 2204815 EQ SOLE 2151677 0 53138
ARIAD PHARMACEUTICALS INC COM 04033A100 677 35300 EQ SOLE 35300 0 0
BAIDU INC SPON ADR REP A 056752108 125852 1254885 EQ SOLE 1211544 0 43341
BAKER HUGHES INC COM 057224107 89908 2201041 EQ SOLE 1981393 0 219648
BALLARD PWR SYS INC NEW COM 058586108 816 1336034 EQ SOLE 1336034 0 0
BANK OF AMERICA CORPORATION COM 060505104 433968 37378884 EQ SOLE 34554643 0 2824241
BARRICK GOLD CORP COM 067901108 101532 2900090 EQ SOLE 2707237 0 192853
BEST BUY INC COM 086516101 912 77000 EQ SOLE 77000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 419 8520 EQ SOLE 8520 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 869 163180 EQ SOLE 163180 0 0
CAPSTONE TURBINE CORP COM 14067D102 14907 16750489 EQ SOLE 13307270 0 3443219
CARNIVAL CORP PAIRED CTF 143658300 96374 2621000 EQ SOLE 2377575 0 243425
CHANGYOU COM LTD ADS REP CL A 15911M107 737 28000 EQ SOLE 28000 0 0
CIENA CORP COM NEW 171779309 104816 6676200 EQ SOLE 6092220 0 583980
CISCO SYS INC COM 17275R102 249261 12685700 EQ SOLE 11821344 0 864356
CLOUD PEAK ENERGY INC COM 18911Q102 17049 882000 EQ SOLE 882000 0 0
COMPLETE GENOMICS INC COM 20454K104 441 140000 EQ SOLE 140000 0 0
DOMTAR CORP COM NEW 257559203 1545 18500 EQ SOLE 18500 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 25258 6160556 EQ SOLE 5729241 0 431315
ELECTRONIC ARTS INC COM 285512109 75715 5214533 EQ SOLE 4805832 0 408701
LAUDER ESTEE COS INC CL A 518439104 20591 344000 EQ SOLE 344000 0 0
FEDEX CORP COM 31428X106 16105 175597 EQ SOLE 163607 0 11990
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12688 126000 EQ SOLE 126000 0 0
FERRO CORP COM 315405100 1011 242000 EQ SOLE 242000 0 0
FINISAR CORP COM NEW 31787A507 15717 964875 EQ SOLE 873240 0 91635
FOSTER WHEELER AG COM H27178104 226759 9323977 EQ SOLE 8521913 0 802064
GILEAD SCIENCES INC COM 375558103 69531 946651 EQ SOLE 876020 0 70631
GOOGLE INC CL A 38259P508 261270 369350 EQ SOLE 341834 0 27516
GROUPON INC COM CL A 399473107 6838 1407000 EQ SOLE 1407000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 7223 2384108 EQ SOLE 2384108 0 0
GUESS INC COM 401617105 6782 276391 EQ SOLE 251595 0 24796
HALLIBURTON CO COM 406216101 52680 1518613 EQ SOLE 1372282 0 146331
ICON PUB LTD CO SPONSORED ADR 45103T107 791 28500 EQ SOLE 28500 0 0
IMMUNOGEN INC COM 45253H101 823 64600 EQ SOLE 64600 0 0
INCYTE CORP COM 45337C102 602 36264 EQ SOLE 36264 0 0
INFINERA CORPORATION COM 45667G103 44444 7649603 EQ SOLE 7061072 0 588531
INFINITY PHARMACEUTICALS INC COM 45665G303 732 20932 EQ SOLE 20932 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 454 41000 EQ SOLE 41000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 182770 4293419 EQ SOLE 3923983 0 369436
JOHNSON & JOHNSON COM 478160104 193800 2764628 EQ SOLE 2552790 0 211838
JOHNSON CTLS INC COM 478366107 1073 35000 EQ SOLE 35000 0 0
JUNIPER NETWORKS INC COM 48203R104 275 14000 EQ SOLE 14000 0 0
KBR INC COM 48242W106 76118 2544053 EQ SOLE 2368053 0 176000
KROGER CO COM 501044101 962 37000 EQ SOLE 37000 0 0
LAS VEGAS SANDS CORP COM 517834107 74317 1610000 EQ SOLE 1460000 0 150000
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 67949 9358196 EQ SOLE 8680792 0 677404
MERCER INTL INC COM 588056101 54893 7666671 EQ SOLE 7666671 0 0
MERCK & CO INC NEW COM 58933Y105 6680 163190 EQ SOLE 163190 0 0
MGIC INVT CORP WIS COM 552848103 16262 6113864 EQ SOLE 6113864 0 0
MICRON TECHNOLOGY INC COM 595112103 43195 6813113 EQ SOLE 6216563 0 596550
MICROSOFT CORP COM 594918104 347915 13025670 EQ SOLE 12148670 0 877000
NEWMONT MINING CORP COM 651639106 20836 448685 EQ SOLE 412685 0 36000
NEXEN INC COM 65334H102 95182 3533118 EQ SOLE 3206911 0 326207
OWENS CORNING NEW COM 690742101 739 20000 EQ SOLE 20000 0 0
PEPSICO INC COM 713448108 188753 2758338 EQ SOLE 2558045 0 200293
PERKINELMER INC COM 714046109 847 26700 EQ SOLE 26700 0 0
PFIZER INC COM 717081103 1194 47610 EQ SOLE 47610 0 0
QIAGEN NV REG SHS N72482107 42815 2358976 EQ SOLE 2133903 0 225073
RIGEL PHARMACEUTICALS INC COM NEW 766559603 437 67300 EQ SOLE 67300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 949 13775 EQ SOLE 13775 0 0
SCHLUMBERGER LTD COM 806857108 48440 699000 EQ SOLE 629000 0 70000
SENOMYX INC COM 81724Q107 945 563000 EQ SOLE 563000 0 0
SINA CORP ORD G81477104 242758 4833908 EQ SOLE 4548413 0 285495
SK TELECOM LTD SPONSORED ADR 78440P108 6834 431720 EQ SOLE 431720 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1015 50000 EQ SOLE 50000 0 0
SOHU COM INC COM 83408W103 113827 2404466 EQ SOLE 2192720 0 211746
SOTHEBYS COM 835898107 47262 1405777 EQ SOLE 1267315 0 138462
STILLWATER MNG CO COM 86074Q102 202213 15822640 EQ SOLE 14697830 0 1124810
SYNERON MEDICAL LTD ORD SHS M87245102 817 94330 EQ SOLE 94330 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 933 25000 EQ SOLE 25000 0 0
THOMPSON CREEK METALS CO INC COM 884768102 7961 1918324 EQ SOLE 1682327 0 235997
TIME WARNER INC COM NEW 887317303 12515 261666 EQ SOLE 261666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 42476 9787293 EQ SOLE 9282050 0 505243
ULTRA PETROLEUM CORP COM 903914109 10134 559000 EQ SOLE 559000 0 0
VISTAPRINT N V SHS N93540107 624 19000 EQ SOLE 19000 0 0
YAHOO INC COM 984332106 7860 394995 EQ SOLE 394995 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 103923 5697577 EQ SOLE 5458339 0 239238