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 | |
| 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 | 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 | 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 |
