PLATINUM INVESTMENT MANAGEMENT LTD Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$3.3T
Holdings
135
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 14,905,595 | $372.6B | 11.44% | |
| 2 | MCHPMICROCHIP TECHNOLOGY INC. | 4,066,939 | $305.6B | 9.38% | |
| 3 | CLVTRIP COM GROUP LTD | 11,499,707 | $265.9B | 8.16% | |
| 4 | MOSMOSAIC CO NEW | 3,255,860 | $216.5B | 6.65% | |
| 5 | MUMICRON TECHNOLOGY INC | 2,706,662 | $210.8B | 6.47% | |
| 6 | ABXBARRICK GOLD CORP | 7,137,871 | $175.1B | 5.38% | |
| 7 | BABAALIBABA GROUP HLDG LTD | 1,044,483 | $113.6B | 3.49% | |
| 8 | BKNGBOOKING HOLDINGS INC | 47,084 | $110.6B | 3.39% | |
| 9 | SUSUNCOR ENERGY INC NEW | 2,957,922 | $96.3B | 2.96% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 681,904 | $90.1B | 2.77% | |
| 11 | GEGENERAL ELECTRIC CO | 867,263 | $79.4B | 2.44% | |
| 12 | CIENCIENA CORP | 1,254,226 | $76.0B | 2.33% | |
| 13 | GILDGILEAD SCIENCES INC | 1,089,569 | $64.8B | 1.99% | |
| 14 | LRCXEURLAM RESEARCH CORP | 118,179 | $63.5B | 1.95% | |
| 15 | FCXFREEPORT-MCMORAN INC | 1,264,246 | $62.9B | 1.93% | |
| 16 | METAMETA PLATFORMS INC | 275,757 | $61.3B | 1.88% | |
| 17 | GOOGALPHABET INC | 20,275 | $56.6B | 1.74% | |
| 18 | HTHTHUAZHU GROUP LTD | 1,519,462 | $50.1B | 1.54% | |
| 19 | AWMSKYWORKS SOLUTIONS INC | 337,061 | $44.9B | 1.38% | |
| 20 | NOAHNOAH HLDGS LTD | 1,849,717 | $43.5B | 1.34% | |
| 21 | IRENIRIS ENERGY LTD | 2,736,734 | $42.9B | 1.32% | |
| 22 | EFXEQUIFAX INC | 149,727 | $35.5B | 1.09% | |
| 23 | JDJD.COM INC | 522,239 | $30.2B | 0.93% | |
| 24 | RBLXROBLOX CORP | 623,542 | $28.8B | 0.89% | |
| 25 | ALLYALLY FINL INC | 645,162 | $28.1B | 0.86% | |
| 26 | EXAIEUREXSCIENTIA PLC | 1,860,960 | $26.8B | 0.82% | |
| 27 | SIL1EURSILVERCREST METALS INC | 2,804,448 | $25.0B | 0.77% | |
| 28 | LGIHLGI HOMES INC | 239,545 | $23.4B | 0.72% | |
| 29 | LWLAMB WESTON HLDGS INC | 364,213 | $21.8B | 0.67% | |
| 30 | GOOGLALPHABET INC | 6,628 | $18.4B | 0.57% | |
| 31 | —BTRS HOLDINGS INC | 2,410,886 | $18.0B | 0.55% | |
| 32 | QTRXQUANTERIX CORP | 595,935 | $17.4B | 0.53% | |
| 33 | XYZBLOCK INC | 125,298 | $17.0B | 0.52% | |
| 34 | —PROMETHEUS BIOSCIENCES INC | 431,567 | $16.3B | 0.50% | |
| 35 | DASHDOORDASH INC | 136,778 | $16.0B | 0.49% | |
| 36 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,066,285 | $15.8B | 0.48% | |
| 37 | RXRXRECURSION PHARMACEUTICALS IN | 2,136,604 | $15.3B | 0.47% | |
| 38 | SUZSUZANO S A | 1,241,314 | $14.4B | 0.44% | |
| 39 | ESPRESPERION THERAPEUTICS INC NE | 2,713,176 | $12.6B | 0.39% | |
| 40 | NSTGEURNANOSTRING TECHNOLOGIES INC | 350,719 | $12.2B | 0.37% | |
| 41 | MASS908 DEVICES INC | 626,366 | $11.9B | 0.37% | |
| 42 | ULTAULTA BEAUTY INC | 28,358 | $11.3B | 0.35% | |
| 43 | IDYAIDEAYA BIOSCIENCES INC | 952,561 | $10.7B | 0.33% | |
| 44 | —ICOSAVAX INC | 1,478,733 | $10.4B | 0.32% | |
| 45 | —CENTOGENE N V | 2,277,150 | $9.6B | 0.29% | |
| 46 | —PARDES BIOSCIENCES INC | 1,250,678 | $9.0B | 0.28% | |
| 47 | TALTAL EDUCATION GROUP | 2,903,022 | $8.7B | 0.27% | |
| 48 | BUWABIO RAD LABS INC | 14,704 | $8.3B | 0.25% | |
| 49 | BDQMALBIREO PHARMA INC | 266,744 | $8.0B | 0.24% | |
| 50 | COGTCOGENT BIOSCIENCES INC | 1,050,699 | $7.9B | 0.24% | |
| 51 | 8INSYNEOS HEALTH INC | 93,940 | $7.6B | 0.23% | |
| 52 | —EPIZYME INC | 6,603,870 | $7.6B | 0.23% | |
| 53 | MSFTMICROSOFT CORP | 24,504 | $7.6B | 0.23% | |
| 54 | DDLDINGDONG CAYMAN LTD | 2,029,706 | $7.2B | 0.22% | |
| 55 | CHRSCOHERUS BIOSCIENCES INC | 535,108 | $6.9B | 0.21% | |
| 56 | PLNTPLANET FITNESS INC | 69,960 | $5.9B | 0.18% | |
| 57 | FXLVF45 TRAINING HLDGS INC | 465,526 | $5.0B | 0.15% | |
| 58 | ZLABZAI LAB LTD | 104,205 | $4.6B | 0.14% | |
| 59 | YUMCYUM CHINA HLDGS INC | 109,179 | $4.5B | 0.14% | |
| 60 | ACIUAC IMMUNE SA | 1,062,462 | $4.3B | 0.13% | |
| 61 | MRUSMERUS N V | 156,801 | $4.1B | 0.13% | |
| 62 | ASMBASSEMBLY BIOSCIENCES INC | 1,909,498 | $3.9B | 0.12% | |
| 63 | IMVTIMMUNOVANT INC | 686,660 | $3.8B | 0.12% | |
| 64 | HCMHUTCHMED CHINA LTD | 191,156 | $3.6B | 0.11% | |
| 65 | BCRXBIOCRYST PHARMACEUTICALS INC | 221,699 | $3.6B | 0.11% | |
| 66 | OTLYOATLY GROUP AB | 661,043 | $3.3B | 0.10% | |
| 67 | XGNEXAGEN INC | 400,000 | $3.2B | 0.10% | |
| 68 | PIRSPIERIS PHARMACEUTICALS INC | 1,028,322 | $3.1B | 0.10% | |
| 69 | CLFCLEVELAND-CLIFFS INC NEW | 95,813 | $3.1B | 0.09% | |
| 70 | ADIANALOG DEVICES INC | 18,145 | $3.0B | 0.09% | |
| 71 | —GENETRON HLDGS LTD | 1,316,642 | $2.9B | 0.09% | |
| 72 | WVEWAVE LIFE SCIENCES LTD | 1,336,105 | $2.7B | 0.08% | |
| 73 | IMTXIMMATICS N.V | 332,356 | $2.7B | 0.08% | |
| 74 | CTMXCYTOMX THERAPEUTICS INC | 980,085 | $2.6B | 0.08% | |
| 75 | —MYOVANT SCIENCES LTD | 195,211 | $2.6B | 0.08% | |
| 76 | —OMEGA THERAPEUTICS INC | 414,513 | $2.6B | 0.08% | |
| 77 | WDCWESTERN DIGITAL CORP. | 52,044 | $2.6B | 0.08% | |
| 78 | ABSIABSCI CORPORATION | 297,823 | $2.5B | 0.08% | |
| 79 | TKNOALPHA TEKNOVA INC | 169,237 | $2.3B | 0.07% | |
| 80 | LPTXEURLEAP THERAPEUTICS INC | 1,327,952 | $2.3B | 0.07% | |
| 81 | PRTAPROTHENA CORP PLC | 60,512 | $2.2B | 0.07% | |
| 82 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 145,165 | $2.0B | 0.06% | |
| 83 | CSCOCISCO SYS INC | 35,700 | $2.0B | 0.06% | |
| 84 | —MERSANA THERAPEUTICS INC | 495,481 | $2.0B | 0.06% | |
| 85 | RCUSARCUS BIOSCIENCES INC | 61,780 | $1.9B | 0.06% | |
| 86 | INBXUSDINHIBRX INC | 86,929 | $1.9B | 0.06% | |
| 87 | AMATAPPLIED MATLS INC | 14,285 | $1.9B | 0.06% | |
| 88 | 2L9BLUEPRINT MEDICINES CORP | 27,121 | $1.7B | 0.05% | |
| 89 | —SINGULAR GENOMICS SYSTEMS IN | 263,443 | $1.7B | 0.05% | |
| 90 | DNLIDENALI THERAPEUTICS INC | 50,971 | $1.6B | 0.05% | |
| 91 | ROIVROIVANT SCIENCES LTD | 323,643 | $1.6B | 0.05% | |
| 92 | PYPLPAYPAL HLDGS INC | 13,457 | $1.6B | 0.05% | |
| 93 | —ZYMEWORKS INC | 235,299 | $1.5B | 0.05% | |
| 94 | ALECALECTOR INC | 105,614 | $1.5B | 0.05% | |
| 95 | —ONECONNECT FINL TECHNOLOGY C | 1,000,847 | $1.4B | 0.04% | |
| 96 | YMMFULL TRUCK ALLIANCE CO LTD | 199,091 | $1.3B | 0.04% | |
| 97 | EBAEBAY INC. | 22,679 | $1.3B | 0.04% | |
| 98 | GBYSANGAMO THERAPEUTICS INC | 218,336 | $1.3B | 0.04% | |
| 99 | ELUTAZIYO BIOLOGICS INC | 188,181 | $1.1B | 0.03% | |
| 100 | FWONALIBERTY MEDIA CORP DEL | 15,500 | $1.1B | 0.03% |
Page 1 of 2Next