PLATINUM INVESTMENT MANAGEMENT LTD Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$2480.6T
Holdings
139
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 17,428,610 | $365.0T | 14.71% | |
| 2 | MUMICRON TECHNOLOGY INC | 1,535,099 | $181.0T | 7.30% | |
| 3 | ICEINTERCONTINENTAL EXCHANGE IN | 1,192,693 | $163.9T | 6.61% | |
| 4 | TRUTRANSUNION | 2,018,068 | $161.0T | 6.49% | |
| 5 | AVGOBROADCOM INC | 105,132 | $139.3T | 5.62% | |
| 6 | CLVTRIP COM GROUP LTD | 3,150,961 | $138.3T | 5.58% | |
| 7 | MCHPMICROCHIP TECHNOLOGY INC. | 1,536,050 | $137.8T | 5.56% | |
| 8 | CCOCAMECO CORP | 3,092,417 | $134.0T | 5.40% | |
| 9 | SLBSCHLUMBERGER LTD | 1,921,722 | $105.3T | 4.25% | |
| 10 | METAMETA PLATFORMS INC | 169,850 | $82.5T | 3.32% | |
| 11 | VALVALARIS LTD | 986,759 | $74.3T | 2.99% | |
| 12 | BAXBAXTER INTL INC | 1,630,942 | $69.7T | 2.81% | |
| 13 | GOOGALPHABET INC | 430,528 | $65.6T | 2.64% | |
| 14 | PDDPDD HOLDINGS INC | 557,833 | $64.8T | 2.61% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 745,017 | $53.9T | 2.17% | |
| 16 | PBRPETROLEO BRASILEIRO SA PETRO | 3,254,679 | $49.5T | 2.00% | |
| 17 | MBLYMOBILEYE GLOBAL INC | 1,471,599 | $47.3T | 1.91% | |
| 18 | BALLBALL CORP | 558,340 | $37.6T | 1.52% | |
| 19 | STNGSCORPIO TANKERS INC | 449,478 | $32.2T | 1.30% | |
| 20 | NOAHNOAH HLDGS LTD | 2,211,081 | $25.3T | 1.02% | |
| 21 | —METALS ACQUISITION LIMITED | 1,897,023 | $24.4T | 0.98% | |
| 22 | EXAIEUREXSCIENTIA PLC | 3,946,818 | $22.6T | 0.91% | |
| 23 | RXRXRECURSION PHARMACEUTICALS IN | 1,800,469 | $18.0T | 0.72% | |
| 24 | GOOGLALPHABET INC | 108,231 | $16.3T | 0.66% | |
| 25 | JDJD.COM INC | 542,506 | $14.9T | 0.60% | |
| 26 | DDLDINGDONG CAYMAN LTD | 9,316,162 | $11.4T | 0.46% | |
| 27 | HTHTH WORLD GROUP LTD | 288,942 | $11.2T | 0.45% | |
| 28 | APGEAPOGEE THERAPEUTICS INC | 167,878 | $11.2T | 0.45% | |
| 29 | VVISA INC | 34,544 | $9.6T | 0.39% | |
| 30 | ADBEADOBE INC | 17,768 | $9.0T | 0.36% | |
| 31 | BCYCBICYCLE THERAPEUTICS PLC | 333,001 | $8.3T | 0.33% | |
| 32 | AMZNAMAZON COM INC | 43,330 | $7.8T | 0.32% | |
| 33 | IDYAIDEAYA BIOSCIENCES INC | 162,554 | $7.1T | 0.29% | |
| 34 | ROIVROIVANT SCIENCES LTD | 669,047 | $7.1T | 0.28% | |
| 35 | VERAVERA THERAPEUTICS INC | 153,932 | $6.6T | 0.27% | |
| 36 | JNJJOHNSON & JOHNSON | 39,813 | $6.3T | 0.25% | |
| 37 | IMVTIMMUNOVANT INC | 190,656 | $6.2T | 0.25% | |
| 38 | GOSSGOSSAMER BIO INC | 4,694,065 | $5.5T | 0.22% | |
| 39 | CNTACENTESSA PHARMACEUTICALS PLC | 485,174 | $5.5T | 0.22% | |
| 40 | QTRXQUANTERIX CORP | 217,442 | $5.1T | 0.21% | |
| 41 | INBXUSDINHIBRX INC | 145,966 | $5.1T | 0.21% | |
| 42 | CSGPCOSTAR GROUP INC | 50,000 | $4.8T | 0.19% | |
| 43 | MRUSMERUS N V | 99,490 | $4.5T | 0.18% | |
| 44 | ABSIABSCI CORPORATION | 776,602 | $4.4T | 0.18% | |
| 45 | ZYMEZYMEWORKS INC | 418,376 | $4.4T | 0.18% | |
| 46 | BKNGBOOKING HOLDINGS INC | 1,185 | $4.3T | 0.17% | |
| 47 | ESPRESPERION THERAPEUTICS INC NE | 1,597,542 | $4.3T | 0.17% | |
| 48 | NFLXNETFLIX INC | 6,648 | $4.0T | 0.16% | |
| 49 | RCUSARCUS BIOSCIENCES INC | 204,398 | $3.9T | 0.16% | |
| 50 | BNTXBIONTECH SE | 41,815 | $3.9T | 0.16% | |
| 51 | WVEWAVE LIFE SCIENCES LTD | 600,155 | $3.7T | 0.15% | |
| 52 | MSFTMICROSOFT CORP | 8,589 | $3.6T | 0.15% | |
| 53 | ZTSZOETIS INC | 20,000 | $3.4T | 0.14% | |
| 54 | GPCRSTRUCTURE THERAPEUTICS INC | 77,093 | $3.3T | 0.13% | |
| 55 | ACIUAC IMMUNE SA | 1,095,026 | $3.2T | 0.13% | |
| 56 | —OMEGA THERAPEUTICS INC | 886,782 | $3.2T | 0.13% | |
| 57 | VEEVVEEVA SYS INC | 13,614 | $3.2T | 0.13% | |
| 58 | IMTXIMMATICS N.V | 288,689 | $3.0T | 0.12% | |
| 59 | MASS908 DEVICES INC | 372,300 | $2.8T | 0.11% | |
| 60 | TRMDTORM PLC | 79,825 | $2.8T | 0.11% | |
| 61 | ARWRARROWHEAD PHARMACEUTICALS IN | 97,168 | $2.8T | 0.11% | |
| 62 | —LONGBOARD PHARMACEUTICALS IN | 127,048 | $2.7T | 0.11% | |
| 63 | LULULULULEMON ATHLETICA INC | 7,000 | $2.7T | 0.11% | |
| 64 | ORCLORACLE CORP | 21,762 | $2.7T | 0.11% | |
| 65 | LRCXEURLAM RESEARCH CORP | 2,705 | $2.6T | 0.11% | |
| 66 | AMATAPPLIED MATLS INC | 12,616 | $2.6T | 0.10% | |
| 67 | MRNAMODERNA INC | 23,573 | $2.5T | 0.10% | |
| 68 | KROSKEROS THERAPEUTICS INC | 34,715 | $2.3T | 0.09% | |
| 69 | ADSKAUTODESK INC | 7,769 | $2.0T | 0.08% | |
| 70 | TKNOALPHA TEKNOVA INC | 727,761 | $1.9T | 0.08% | |
| 71 | CVACCUREVAC N V | 626,684 | $1.9T | 0.08% | |
| 72 | QTTBQ32 BIO INC | 109,964 | $1.9T | 0.08% | |
| 73 | HCMHUTCHMED CHINA LTD | 110,366 | $1.9T | 0.07% | |
| 74 | NXPINXP SEMICONDUCTORS N V | 6,866 | $1.7T | 0.07% | |
| 75 | TECHBIO-TECHNE CORP | 22,824 | $1.6T | 0.06% | |
| 76 | ANABANAPTYSBIO INC | 66,154 | $1.5T | 0.06% | |
| 77 | AMDADVANCED MICRO DEVICES INC | 8,232 | $1.5T | 0.06% | |
| 78 | ALLKGUSDALLAKOS INC | 1,172,061 | $1.5T | 0.06% | |
| 79 | RYAAYRYANAIR HOLDINGS PLC | 10,000 | $1.5T | 0.06% | |
| 80 | AURAAURA BIOSCIENCES INC | 180,145 | $1.4T | 0.06% | |
| 81 | ADIANALOG DEVICES INC | 6,965 | $1.4T | 0.06% | |
| 82 | SRPTSAREPTA THERAPEUTICS INC | 10,275 | $1.3T | 0.05% | |
| 83 | FDMT4D MOLECULAR THERAPEUTICS IN | 40,767 | $1.3T | 0.05% | |
| 84 | COGTCOGENT BIOSCIENCES INC | 186,254 | $1.3T | 0.05% | |
| 85 | CRMSALESFORCE INC | 3,862 | $1.2T | 0.05% | |
| 86 | CYTKCYTOKINETICS INC | 16,126 | $1.1T | 0.05% | |
| 87 | QCOMQUALCOMM INC | 6,636 | $1.1T | 0.05% | |
| 88 | PRTAPROTHENA CORP PLC | 41,508 | $1.0T | 0.04% | |
| 89 | KURAKURA ONCOLOGY INC | 46,789 | $998.0B | 0.04% | |
| 90 | —CENTOGENE N V | 1,186,102 | $842.1B | 0.03% | |
| 91 | CDXSCODEXIS INC | 229,667 | $801.5B | 0.03% | |
| 92 | CDNSCADENCE DESIGN SYSTEM INC | 1,808 | $562.8B | 0.02% | |
| 93 | SGMTSAGIMET BIOSCIENCES INC | 90,633 | $491.2B | 0.02% | |
| 94 | 2L9BLUEPRINT MEDICINES CORP | 5,018 | $476.0B | 0.02% | |
| 95 | MTCHMATCH GROUP INC NEW | 12,780 | $463.7B | 0.02% | |
| 96 | BIIBBIOGEN INC | 2,140 | $461.4B | 0.02% | |
| 97 | CNMCORE & MAIN INC | 7,084 | $405.6B | 0.02% | |
| 98 | FCXFREEPORT-MCMORAN INC | 8,124 | $382.0B | 0.02% | |
| 99 | SUZSUZANO S A | 29,319 | $374.7B | 0.02% | |
| 100 | EROERO COPPER CORP | 18,738 | $361.7B | 0.01% |
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