Platinum Management as of Dec. 31, 2010
Portfolio Holdings for Platinum Management
Platinum Management holds 70 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 |
|---|---|---|---|---|---|
| India Fund | 5.9 | $8.7M | 2.8M | 3.11 | |
| India Fund Inc put | 5.3 | $7.9M | 26k | 303.06 | |
| Apple (AAPL) | 4.3 | $6.4M | 20k | 322.54 | |
| Xerox Corporation | 4.1 | $6.0M | 524k | 11.52 | |
| Computer Sciences Corporation | 3.6 | $5.3M | 107k | 49.60 | |
| Oracle Corporation (ORCL) | 3.5 | $5.2M | 165k | 31.30 | |
| Radware Ltd ord (RDWR) | 3.2 | $4.7M | 126k | 37.51 | |
| EMC Corporation | 3.0 | $4.5M | 195k | 22.90 | |
| NetApp (NTAP) | 3.0 | $4.4M | 80k | 54.96 | |
| BMC Software | 2.8 | $4.1M | 88k | 47.14 | |
| Msci (MSCI) | 2.8 | $4.1M | 106k | 38.96 | |
| Medtronic | 2.8 | $4.1M | 129.00 | 31682.17 | |
| Mellanox Technologies | 2.8 | $4.1M | 162k | 25.20 | |
| Microsemi Corporation | 2.7 | $4.0M | 173k | 22.90 | |
| Cypress Semiconductor Corporation | 2.6 | $3.8M | 206k | 18.58 | |
| Concur Technologies | 2.5 | $3.7M | 70k | 51.93 | |
| Spdr S&p 500 Etf (SPY) | 2.2 | $3.3M | 27k | 125.75 | |
| Belden (BDC) | 2.2 | $3.3M | 90k | 36.82 | |
| Juniper Networks (JNPR) | 2.2 | $3.2M | 88k | 36.92 | |
| ON Semiconductor (ON) | 2.2 | $3.2M | 327k | 9.88 | |
| Nice Systems (NICE) | 2.1 | $3.1M | 88k | 34.90 | |
| Qualcomm (QCOM) | 2.0 | $3.0M | 61k | 49.50 | |
| Cognizant Technology Solutions (CTSH) | 2.0 | $2.9M | 40k | 73.30 | |
| NetLogic Microsystems | 1.9 | $2.8M | 94k | 29.41 | |
| Silicon Laboratories (SLAB) | 1.9 | $2.7M | 60k | 46.02 | |
| Seagate Technology Com Stk | 1.8 | $2.7M | 179k | 15.03 | |
| Ultimate Software | 1.8 | $2.6M | 54k | 48.62 | |
| Red Hat | 1.7 | $2.6M | 57k | 45.65 | |
| PMC-Sierra | 1.6 | $2.4M | 279k | 8.59 | |
| Quanta Services (PWR) | 1.6 | $2.3M | 115k | 19.92 | |
| Yahoo! | 1.5 | $2.2M | 132k | 16.63 | |
| Cavium Networks | 1.4 | $2.0M | 54k | 37.68 | |
| VeriFone Systems | 1.4 | $2.0M | 52k | 38.56 | |
| Western Digital (WDC) | 1.2 | $1.8M | 54k | 33.90 | |
| Aspen Technology | 1.2 | $1.8M | 144k | 12.70 | |
| NCR Corporation (VYX) | 1.2 | $1.8M | 116k | 15.37 | |
| Motorola Solutions (MSI) | 1.2 | $1.7M | 46k | 38.05 | |
| Taleo Corporation | 1.0 | $1.5M | 54k | 27.65 | |
| WisdomTree India Earnings Fund (EPI) | 0.9 | $1.3M | 50k | 26.40 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 84k | 15.39 | |
| Heartland Payment Systems | 0.8 | $1.2M | 78k | 15.42 | |
| Broadcom Corporation | 0.4 | $653k | 15k | 43.53 | |
| Petroleo Brasileiro SA (PBR) | 0.4 | $636k | 17k | 37.86 | |
| Poly | 0.4 | $624k | 16k | 39.00 | |
| Amarin Corporation Plc spons | 0.4 | $627k | 77k | 8.19 | |
| iShares Dow Jones US Home Const. (ITB) | 0.4 | $601k | 46k | 13.19 | |
| TriQuint Semiconductor | 0.3 | $438k | 38k | 11.68 | |
| NuVasive | 0.3 | $437k | 237.00 | 1843.88 | |
| IPATH MSCI India Index Etn | 0.3 | $381k | 4.9k | 77.76 | |
| China Cablecom Holdings | 0.3 | $392k | 713k | 0.55 | |
| VMware | 0.2 | $378k | 4.3k | 88.94 | |
| Analog Devices (ADI) | 0.2 | $330k | 8.8k | 37.71 | |
| Fairchild Semiconductor International | 0.2 | $318k | 20k | 15.63 | |
| Calix (CALX) | 0.2 | $270k | 16k | 16.88 | |
| Sap (SAP) | 0.2 | $253k | 5.0k | 50.60 | |
| Ingram Micro | 0.2 | $241k | 13k | 19.13 | |
| Volterra Semiconductor Corporation | 0.2 | $232k | 10k | 23.20 | |
| Oclaro | 0.1 | $230k | 18k | 13.14 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $230k | 8.5k | 27.06 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $220k | 11k | 20.95 | |
| Sanmina Corp | 0.1 | $202k | 18k | 11.48 | |
| Cisco Systems (CSCO) | 0.1 | $210k | 10k | 20.19 | |
| Iac Interactivecorp | 0.1 | $187k | 6.5k | 28.77 | |
| Atheros Communications | 0.1 | $198k | 5.5k | 36.00 | |
| Dell | 0.1 | $157k | 12k | 13.57 | |
| Standard Pacific | 0.0 | $27k | 5.9k | 4.57 | |
| Armour Residential Reit Inc *w exp 11/07/201 | 0.0 | $36k | 510k | 0.07 | |
| First Ban | 0.0 | $9.1k | 21k | 0.44 | |
| Verint Sys | 0.0 | $9.5k | 947k | 0.01 | |
| Repsol Ypf Sa spons | 0.0 | $0 | 15k | 0.00 |