Platinum Investment Mangement

Platinum Investment Mangement as of Dec. 31, 2010

Portfolio Holdings for Platinum Investment Mangement

Platinum Investment Mangement holds 69 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cisco Systems (CSCO) 9.5 $326M 16M 20.23
Microsoft Corporation (MSFT) 8.7 $298M 11M 27.91
Johnson & Johnson (JNJ) 8.2 $279M 4.5M 61.85
International Paper Company (IP) 7.9 $271M 10M 27.24
Bank of America Corporation (BAC) 6.2 $212M 16M 13.34
Barrick Gold Corp (GOLD) 6.2 $211M 4.0M 53.18
Merck & Co (MRK) 5.5 $190M 5.3M 36.04
Yahoo! 5.5 $190M 11M 16.63
AngloGold Ashanti 5.0 $172M 3.5M 49.23
Electronic Arts (EA) 4.3 $147M 9.0M 16.38
Newmont Mining Corporation (NEM) 3.7 $126M 2.1M 61.43
Sotheby's 3.0 $102M 2.3M 45.00
Sina Corporation 2.5 $87M 1.3M 68.82
Shanda Interactive Entertainment 2.4 $83M 2.1M 39.64
Amdocs Ltd ord (DOX) 2.1 $72M 2.6M 27.47
SK Tele 2.0 $69M 3.7M 18.63
Advanced Micro Devices (AMD) 2.0 $68M 8.3M 8.18
KBR (KBR) 1.9 $65M 2.1M 30.47
Applied Materials (AMAT) 1.9 $64M 4.6M 14.05
Mercer International (MERC) 1.6 $55M 7.1M 7.75
MGIC Investment (MTG) 1.5 $53M 5.2M 10.19
Foster Wheeler Ltd Com Stk 1.3 $43M 1.3M 34.52
Thompson Creek Metals 1.2 $41M 2.8M 14.72
Caliper Life Sciences 0.9 $30M 4.7M 6.34
E-House 0.8 $28M 1.9M 14.96
Royal Dutch Shell 0.7 $25M 377k 66.78
Jacobs Engineering 0.7 $23M 498k 45.85
Pepsi (PEP) 0.5 $15M 235k 65.33
Estee Lauder Companies (EL) 0.4 $14M 171k 80.70
Stillwater Mining Company 0.3 $11M 504k 21.35
Ener1 0.3 $8.9M 2.4M 3.79
Fomento Economico Mexicano SAB (FMX) 0.2 $6.2M 111k 55.92
eBay (EBAY) 0.1 $4.3M 153k 27.83
Senomyx 0.1 $4.0M 563k 7.13
Domtar Corp 0.1 $3.8M 50k 75.92
Giant Interactive 0.1 $2.9M 411k 7.12
Smurfit-stone Container Corp 0.1 $3.1M 123k 25.60
Xoma 0.1 $2.7M 521k 5.13
Pfizer (PFE) 0.1 $2.5M 144k 17.51
Sohu 0.1 $2.3M 37k 63.50
Micron Technology (MU) 0.1 $2.4M 300k 8.02
Perfect World 0.0 $1.2M 51k 23.65
Changyou 0.0 $1.4M 50k 28.52
Ariad Pharmaceuticals 0.0 $1.3M 252k 5.10
Rofin-Sinar Technologies 0.0 $1.1M 32k 35.44
Brocade Communications Systems 0.0 $1.0M 193k 5.29
Corning Incorporated (GLW) 0.0 $773k 40k 19.32
Incyte Corporation (INCY) 0.0 $540k 33k 16.56
Apple (AAPL) 0.0 $806k 2.5k 322.40
Time Warner 0.0 $375k 12k 32.14
BioMarin Pharmaceutical (BMRN) 0.0 $183k 6.8k 26.91
Pharmasset 0.0 $261k 6.0k 43.50
Teva Pharmaceutical Industries (TEVA) 0.0 $427k 8.2k 52.07
Cephalon 0.0 $414k 6.7k 61.79
PerkinElmer (RVTY) 0.0 $325k 13k 25.79
PT Telekomunikasi Indonesia (TLK) 0.0 $189k 5.3k 35.66
Gilead Sciences (GILD) 0.0 $178k 4.9k 36.33
Google 0.0 $505k 850.00 594.12
Syneron Medical Ltd ord 0.0 $365k 36k 10.20
Alere 0.0 $472k 13k 36.59
Kendle International 0.0 $232k 21k 10.89
Cepheid 0.0 $369k 16k 22.73
ImmunoGen (IMGN) 0.0 $422k 46k 9.25
Infinity Pharmaceuticals (INFIQ) 0.0 $187k 32k 5.92
Charm Communications (CHRM) 0.0 $261k 27k 9.85
Icon 0.0 $131k 6.0k 21.98
Rigel Pharmaceuticals (RIGL) 0.0 $160k 21k 7.51
Alnylam Pharmaceuticals (ALNY) 0.0 $83k 8.4k 9.90
Chemspec International (CPC) 0.0 $90k 12k 7.50