PLATINUM INVESTMENT MANAGEMENT LTD Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$2.5T

Holdings

139

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
ZTOZTO EXPRESS CAYMAN INC
$365.0M
MUMICRON TECHNOLOGY INC
$181.0M
ICEINTERCONTINENTAL EXCHANGE IN
$163.9M
TRUTRANSUNION
$161.0M
AVGOBROADCOM INC
$139.3M
CLVTRIP COM GROUP LTD
$138.3M
MCHPMICROCHIP TECHNOLOGY INC.
$137.8M
CCOCAMECO CORP
$134.0M
SLBSCHLUMBERGER LTD
$105.3M
METAMETA PLATFORMS INC
$82.5M
VALVALARIS LTD
$74.3M
BAXBAXTER INTL INC
$69.7M
GOOGALPHABET INC
$65.6M
PDDPDD HOLDINGS INC
$64.8M
BABAALIBABA GROUP HLDG LTD
$53.9M
PBRPETROLEO BRASILEIRO SA PETRO
$49.5M
MBLYMOBILEYE GLOBAL INC
$47.3M
BALLBALL CORP
$37.6M
STNGSCORPIO TANKERS INC
$32.2M
NOAHNOAH HLDGS LTD
$25.3M
METALS ACQUISITION LIMITED
$24.4M
EXAIEUREXSCIENTIA PLC
$22.6M
RXRXRECURSION PHARMACEUTICALS IN
$18.0M
GOOGLALPHABET INC
$16.3M
JDJD.COM INC
$14.9M
DDLDINGDONG CAYMAN LTD
$11.4M
HTHTH WORLD GROUP LTD
$11.2M
APGEAPOGEE THERAPEUTICS INC
$11.2M
VVISA INC
$9.6M
ADBEADOBE INC
$9.0M
BCYCBICYCLE THERAPEUTICS PLC
$8.3M
AMZNAMAZON COM INC
$7.8M
IDYAIDEAYA BIOSCIENCES INC
$7.1M
ROIVROIVANT SCIENCES LTD
$7.1M
VERAVERA THERAPEUTICS INC
$6.6M
JNJJOHNSON & JOHNSON
$6.3M
IMVTIMMUNOVANT INC
$6.2M
GOSSGOSSAMER BIO INC
$5.5M
CNTACENTESSA PHARMACEUTICALS PLC
$5.5M
QTRXQUANTERIX CORP
$5.1M
INBXUSDINHIBRX INC
$5.1M
CSGPCOSTAR GROUP INC
$4.8M
MRUSMERUS N V
$4.5M
ABSIABSCI CORPORATION
$4.4M
ZYMEZYMEWORKS INC
$4.4M
BKNGBOOKING HOLDINGS INC
$4.3M
ESPRESPERION THERAPEUTICS INC NE
$4.3M
NFLXNETFLIX INC
$4.0M
RCUSARCUS BIOSCIENCES INC
$3.9M
BNTXBIONTECH SE
$3.9M
WVEWAVE LIFE SCIENCES LTD
$3.7M
MSFTMICROSOFT CORP
$3.6M
ZTSZOETIS INC
$3.4M
GPCRSTRUCTURE THERAPEUTICS INC
$3.3M
ACIUAC IMMUNE SA
$3.2M
OMEGA THERAPEUTICS INC
$3.2M
VEEVVEEVA SYS INC
$3.2M
IMTXIMMATICS N.V
$3.0M
MASS908 DEVICES INC
$2.8M
TRMDTORM PLC
$2.8M
ARWRARROWHEAD PHARMACEUTICALS IN
$2.8M
LONGBOARD PHARMACEUTICALS IN
$2.7M
LULULULULEMON ATHLETICA INC
$2.7M
ORCLORACLE CORP
$2.7M
LRCXEURLAM RESEARCH CORP
$2.6M
AMATAPPLIED MATLS INC
$2.6M
MRNAMODERNA INC
$2.5M
KROSKEROS THERAPEUTICS INC
$2.3M
ADSKAUTODESK INC
$2.0M
TKNOALPHA TEKNOVA INC
$1.9M
CVACCUREVAC N V
$1.9M
QTTBQ32 BIO INC
$1.9M
HCMHUTCHMED CHINA LTD
$1.9M
NXPINXP SEMICONDUCTORS N V
$1.7M
TECHBIO-TECHNE CORP
$1.6M
ANABANAPTYSBIO INC
$1.5M
AMDADVANCED MICRO DEVICES INC
$1.5M
ALLKGUSDALLAKOS INC
$1.5M
RYAAYRYANAIR HOLDINGS PLC
$1.5M
AURAAURA BIOSCIENCES INC
$1.4M
ADIANALOG DEVICES INC
$1.4M
SRPTSAREPTA THERAPEUTICS INC
$1.3M
FDMT4D MOLECULAR THERAPEUTICS IN
$1.3M
COGTCOGENT BIOSCIENCES INC
$1.3M
CRMSALESFORCE INC
$1.2M
CYTKCYTOKINETICS INC
$1.1M
QCOMQUALCOMM INC
$1.1M
PRTAPROTHENA CORP PLC
$1.0M
KURAKURA ONCOLOGY INC
$998K
CENTOGENE N V
$842K
CDXSCODEXIS INC
$802K
CDNSCADENCE DESIGN SYSTEM INC
$563K
SGMTSAGIMET BIOSCIENCES INC
$491K
2L9BLUEPRINT MEDICINES CORP
$476K
MTCHMATCH GROUP INC NEW
$464K
BIIBBIOGEN INC
$461K
CNMCORE & MAIN INC
$406K
FCXFREEPORT-MCMORAN INC
$382K
SUZSUZANO S A
$375K
EROERO COPPER CORP
$362K
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