Platinum Investment Mangement

Platinum Investment Mangement as of March 31, 2011

Portfolio Holdings for Platinum Investment Mangement

Platinum Investment Mangement holds 71 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
International Paper Company (IP) 8.2 $286M 9.5M 30.18
Johnson & Johnson (JNJ) 7.7 $268M 4.5M 59.25
Microsoft Corporation (MSFT) 7.3 $256M 10M 25.39
Bank of America Corporation (BAC) 5.8 $201M 15M 13.33
Yahoo! 5.7 $200M 12M 16.68
Barrick Gold Corp (GOLD) 5.3 $186M 3.6M 51.91
Cisco Systems (CSCO) 4.4 $155M 9.0M 17.15
AngloGold Ashanti 4.3 $150M 3.1M 47.95
Electronic Arts (EA) 4.2 $147M 7.5M 19.53
Merck & Co (MRK) 3.9 $137M 4.1M 33.01
Pepsi (PEP) 3.5 $124M 1.9M 64.41
Advanced Micro Devices (AMD) 3.4 $119M 14M 8.60
Sina Corporation 3.3 $115M 1.1M 107.04
Shanda Interactive Entertainment 3.1 $107M 2.6M 41.99
Gilead Sciences (GILD) 3.0 $106M 2.5M 42.47
Mercer International (MERC) 2.8 $97M 7.2M 13.55
Sotheby's 2.7 $96M 1.8M 52.60
Nexen 2.7 $93M 3.7M 24.92
KBR (KBR) 2.3 $79M 2.1M 37.77
MGIC Investment (MTG) 1.9 $67M 7.6M 8.89
Marvell Technology Group 1.6 $57M 3.6M 15.55
Newmont Mining Corporation (NEM) 1.5 $52M 958k 54.58
Foster Wheeler Ltd Com Stk 1.4 $49M 1.3M 37.62
Amdocs Ltd ord (DOX) 1.1 $40M 1.4M 28.85
Thompson Creek Metals 1.0 $35M 2.8M 12.54
SK Tele 1.0 $34M 1.8M 18.81
E-House 0.9 $33M 2.8M 11.75
Infinera (INFN) 0.9 $32M 3.8M 8.39
Caliper Life Sciences 0.9 $32M 4.7M 6.76
Royal Dutch Shell 0.8 $28M 377k 72.86
Jacobs Engineering 0.8 $27M 523k 51.43
Estee Lauder Companies (EL) 0.5 $17M 171k 96.36
Stillwater Mining Company 0.4 $13M 562k 22.93
Fomento Economico Mexicano SAB (FMX) 0.2 $8.2M 139k 58.70
7 Days Group Holdings 0.2 $5.8M 288k 20.28
Ener1 0.2 $6.0M 2.0M 2.96
eBay (EBAY) 0.1 $4.7M 150k 31.04
Domtar Corp 0.1 $3.5M 38k 91.79
Senomyx 0.1 $3.4M 563k 6.04
Sohu 0.1 $3.1M 35k 89.37
Home Inns & Hotels Management 0.1 $3.3M 83k 39.57
Pfizer (PFE) 0.1 $2.9M 144k 20.31
Ariad Pharmaceuticals 0.1 $1.7M 223k 7.52
Perfect World 0.0 $1.3M 60k 21.21
Changyou 0.0 $1.4M 44k 32.14
Brocade Communications Systems 0.0 $1.2M 193k 6.15
Giant Interactive 0.0 $1.2M 161k 7.45
Apple (AAPL) 0.0 $871k 2.5k 348.40
Time Warner 0.0 $202k 5.7k 35.65
Corning Incorporated (GLW) 0.0 $206k 10k 20.60
Incyte Corporation (INCY) 0.0 $517k 33k 15.86
Pharmasset 0.0 $378k 4.8k 78.75
Teva Pharmaceutical Industries (TEVA) 0.0 $411k 8.2k 50.12
Cephalon 0.0 $510k 6.7k 76.12
PerkinElmer (RVTY) 0.0 $331k 13k 26.27
PT Telekomunikasi Indonesia (TLK) 0.0 $178k 5.3k 33.58
Syneron Medical Ltd ord 0.0 $467k 36k 13.04
Applied Materials (AMAT) 0.0 $346k 22k 15.61
Alere 0.0 $407k 10k 39.13
Kendle International 0.0 $228k 21k 10.70
Cepheid 0.0 $382k 14k 28.02
ImmunoGen (IMGN) 0.0 $414k 46k 9.08
Infinity Pharmaceuticals (INFIQ) 0.0 $186k 32k 5.89
Complete Genomics 0.0 $297k 33k 9.03
Charm Communications (CHRM) 0.0 $263k 27k 9.92
BioMarin Pharmaceutical (BMRN) 0.0 $171k 6.8k 25.15
Icon 0.0 $129k 6.0k 21.64
Rigel Pharmaceuticals (RIGL) 0.0 $151k 21k 7.09
Alnylam Pharmaceuticals (ALNY) 0.0 $80k 8.4k 9.54
Chemspec International (CPC) 0.0 $88k 12k 7.33
Xoma 0.0 $45k 16k 2.81