PLATINUM INVESTMENT MANAGEMENT LTD Q1 2017 Filing
Filed May 16, 2017
Portfolio Value
$3.6T
Holdings
74
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 1,884,212 | $325.1B | 9.01% | |
| 2 | CSCOCISCO SYS INC | 6,979,486 | $235.9B | 6.54% | |
| 3 | —SINA CORP | 2,912,881 | $210.1B | 5.82% | |
| 4 | GOOGALPHABET INC | 243,211 | $201.8B | 5.59% | |
| 5 | ORCLORACLE CORP | 4,436,700 | $197.9B | 5.48% | |
| 6 | WYNNWYNN RESORTS LTD | 1,724,330 | $197.6B | 5.48% | |
| 7 | WUBAUSD58 COM INC | 5,170,041 | $183.0B | 5.07% | |
| 8 | FTITECHNIPFMC PLC | 5,411,700 | $175.9B | 4.87% | |
| 9 | GOOGLALPHABET INC | 204,302 | $173.2B | 4.80% | |
| 10 | GILDGILEAD SCIENCES INC | 2,469,830 | $167.8B | 4.65% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 1,511,262 | $163.0B | 4.52% | |
| 12 | PYPLPAYPAL HLDGS INC | 3,573,468 | $153.7B | 4.26% | |
| 13 | INTCINTEL CORP | 3,607,651 | $130.1B | 3.61% | |
| 14 | KOCOCA COLA CO | 2,697,733 | $114.5B | 3.17% | |
| 15 | —NIELSEN HLDGS PLC | 2,740,064 | $113.2B | 3.14% | |
| 16 | AWMSKYWORKS SOLUTIONS INC | 1,108,560 | $108.6B | 3.01% | |
| 17 | SLBSCHLUMBERGER LTD | 990,700 | $77.4B | 2.14% | |
| 18 | GDXVANECK VECTORS ETF TR | 3,308,500 | $75.5B | 2.09% | |
| 19 | JNJJOHNSON & JOHNSON | 532,800 | $66.4B | 1.84% | |
| 20 | EBAEBAY INC | 1,665,335 | $55.9B | 1.55% | |
| 21 | JDJD COM INC | 1,786,822 | $55.6B | 1.54% | |
| 22 | CCLCARNIVAL CORP | 894,969 | $52.7B | 1.46% | |
| 23 | HN9HANESBRANDS INC | 1,983,800 | $41.2B | 1.14% | |
| 24 | —QIAGEN NV | 1,330,511 | $38.5B | 1.07% | |
| 25 | JLLJONES LANG LASALLE INC | 303,700 | $33.8B | 0.94% | |
| 26 | QIWQIWI PLC | 1,830,040 | $31.4B | 0.87% | |
| 27 | CALYCALLAWAY GOLF CO | 2,327,400 | $25.8B | 0.71% | |
| 28 | —IHS MARKIT LTD | 545,300 | $22.9B | 0.63% | |
| 29 | HFCUSDHOLLYFRONTIER CORP | 723,726 | $20.5B | 0.57% | |
| 30 | FMXFOMENTO ECONOMICO MEXICANO S | 200,000 | $17.7B | 0.49% | |
| 31 | —LEVEL 3 COMMUNICATIONS INC | 288,500 | $16.5B | 0.46% | |
| 32 | GILGILDAN ACTIVEWEAR INC | 545,500 | $14.8B | 0.41% | |
| 33 | —BITAUTO HLDGS LTD | 573,100 | $14.7B | 0.41% | |
| 34 | TIFEURTIFFANY & CO NEW | 152,400 | $14.5B | 0.40% | |
| 35 | ABXBARRICK GOLD CORP | 586,595 | $11.1B | 0.31% | |
| 36 | NBISYANDEX N V | 278,100 | $6.1B | 0.17% | |
| 37 | AAPLAPPLE INC | 28,200 | $4.1B | 0.11% | |
| 38 | PRTAPROTHENA CORP PLC | 61,400 | $3.4B | 0.09% | |
| 39 | INFNEURINFINERA CORPORATION | 329,800 | $3.4B | 0.09% | |
| 40 | NEMNEWMONT MINING CORP | 101,000 | $3.3B | 0.09% | |
| 41 | —FOUNDATION MEDICINE INC | 97,300 | $3.1B | 0.09% | |
| 42 | PKNPERKINELMER INC | 48,800 | $2.8B | 0.08% | |
| 43 | INFIQINFINITY PHARMACEUTICALS INC | 810,232 | $2.6B | 0.07% | |
| 44 | MRUSMERUS N V | 102,219 | $2.5B | 0.07% | |
| 45 | CIENCIENA CORP | 103,900 | $2.5B | 0.07% | |
| 46 | MUMICRON TECHNOLOGY INC | 84,700 | $2.4B | 0.07% | |
| 47 | AGIOAGIOS PHARMACEUTICALS INC | 35,800 | $2.1B | 0.06% | |
| 48 | SGENEURSEATTLE GENETICS INC | 32,000 | $2.0B | 0.06% | |
| 49 | TEVATEVA PHARMACEUTICAL INDS LTD | 62,200 | $2.0B | 0.06% | |
| 50 | AERIEURAERIE PHARMACEUTICALS INC | 42,500 | $1.9B | 0.05% | |
| 51 | ICLRICON PLC | 23,500 | $1.9B | 0.05% | |
| 52 | NSTGEURNANOSTRING TECHNOLOGIES INC | 92,000 | $1.8B | 0.05% | |
| 53 | INCYINCYTE CORP | 13,464 | $1.8B | 0.05% | |
| 54 | IRWDIRONWOOD PHARMACEUTICALS INC | 104,500 | $1.8B | 0.05% | |
| 55 | LIVNLIVANOVA PLC | 33,782 | $1.7B | 0.05% | |
| 56 | PFEPFIZER INC | 47,610 | $1.6B | 0.05% | |
| 57 | GRPNCHFGROUPON INC | 407,000 | $1.6B | 0.04% | |
| 58 | —DERMIRA INC | 44,800 | $1.5B | 0.04% | |
| 59 | —CONFORMIS INC | 271,256 | $1.4B | 0.04% | |
| 60 | BMRNBIOMARIN PHARMACEUTICAL INC | 13,820 | $1.2B | 0.03% | |
| 61 | MRKMERCK & CO INC | 18,800 | $1.2B | 0.03% | |
| 62 | XLRNACCELERON PHARMA INC | 43,600 | $1.2B | 0.03% | |
| 63 | ACADACADIA PHARMACEUTICALS INC | 32,300 | $1.1B | 0.03% | |
| 64 | BIIBBIOGEN INC | 4,000 | $1.1B | 0.03% | |
| 65 | NXPINXP SEMICONDUCTORS N V | 9,500 | $983.0M | 0.03% | |
| 66 | UTXZUNITED TECHNOLOGIES CORP | 8,000 | $897.0M | 0.02% | |
| 67 | TWXCHFTIME WARNER INC | 7,421 | $725.0M | 0.02% | |
| 68 | XLNXEURXILINX INC | 11,200 | $648.0M | 0.02% | |
| 69 | CRUSCIRRUS LOGIC INC | 10,000 | $606.0M | 0.02% | |
| 70 | VRSNVERISIGN INC | 5,600 | $487.0M | 0.01% | |
| 71 | ATHMAUTOHOME INC | 14,000 | $444.0M | 0.01% | |
| 72 | METAFACEBOOK INC | 1,940 | $275.0M | 0.01% | |
| 73 | —AMEC FOSTER WHEELER PLC | 29,908 | $197.0M | 0.01% | |
| 74 | —BIOVERATIV INC | 2,000 | $108.0M | 0.00% |