PLATINUM INVESTMENT MANAGEMENT LTD Q2 2020 Filing
Filed August 6, 2020
Portfolio Value
$4.4B
Holdings
124
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
ZTOZTO EXPRESS CAYMAN INC | $315.4M |
BKNGBOOKING HOLDINGS INC | $276.5M |
BABAALIBABA GROUP HLDG LTD | $271.9M |
METAFACEBOOK INC | $262.5M |
MCHPMICROCHIP TECHNOLOGY INC. | $251.4M |
GEGENERAL ELECTRIC CO | $236.9M |
MUMICRON TECHNOLOGY INC | $235.5M |
CLVTRIP COM GROUP LTD | $204.5M |
GOOGALPHABET INC | $199.7M |
AWMSKYWORKS SOLUTIONS INC | $196.4M |
INTCINTEL CORP | $176.7M |
ALLYALLY FINL INC | $151.3M |
GILDGILEAD SCIENCES INC | $126.3M |
HTHTHUAZHU GROUP LTD | $111.9M |
LRCXEURLAM RESEARCH CORP | $89.3M |
ABXBARRICK GOLD CORPORATION | $89.1M |
JDJD.COM INC | $84.0M |
MOMOUSDMOMO INC | $78.8M |
MLCOMELCO RESORTS AND ENTMNT LTD | $68.1M |
GOOGLALPHABET INC | $67.2M |
FTITECHNIPFMC PLC | $65.5M |
YUMCYUM CHINA HLDGS INC | $62.6M |
CARRCARRIER GLOBAL CORPORATION | $61.3M |
—MEDALLIA INC | $51.0M |
FDXFEDEX CORP | $44.4M |
ESPRESPERION THERAPEUTICS INC NE | $43.7M |
MTNVAIL RESORTS INC | $43.1M |
NOAHNOAH HLDGS LTD | $37.0M |
AEOAMERICAN EAGLE OUTFITTERS IN | $34.6M |
EFXEQUIFAX INC | $32.1M |
—BLUEBIRD BIO INC | $31.0M |
BIDUNBAIDU INC | $29.1M |
BNTXBIONTECH SE | $24.5M |
TIFEURTIFFANY & CO NEW | $20.3M |
—IHS MARKIT LTD | $17.7M |
FCXFREEPORT-MCMORAN INC | $16.6M |
CVNACARVANA CO | $15.2M |
WABWABTEC | $15.0M |
HCCWARRIOR MET COAL INC | $12.5M |
WUBAUSD58 COM INC | $9.1M |
ULTAULTA BEAUTY INC | $9.0M |
QIWQIWI PLC | $6.9M |
GOOSCANADA GOOSE HLDGS INC | $6.9M |
LPXLOUISIANA PAC CORP | $6.8M |
KSSKOHLS CORP | $6.4M |
—MYOVANT SCIENCES LTD | $6.3M |
KTBKONTOOR BRANDS INC | $6.0M |
BTUPEABODY ENERGY CORP NEW | $5.9M |
GOGLGOLDEN OCEAN GROUP LTD | $5.8M |
ZLABZAI LAB LTD | $5.6M |
P5YBRF SA | $5.5M |
SIXEURSIX FLAGS ENTMT CORP NEW | $5.5M |
QTRXQUANTERIX CORP | $5.4M |
MSFTMICROSOFT CORP | $5.1M |
FUNCEDAR FAIR L P | $5.0M |
SIGSIGNET JEWELERS LIMITED | $4.9M |
WOOFOOT LOCKER INC | $4.4M |
PRKSSEAWORLD ENTMT INC | $3.8M |
AGIOAGIOS PHARMACEUTICALS INC | $3.7M |
ASMBASSEMBLY BIOSCIENCES INC | $3.6M |
JNJJOHNSON & JOHNSON | $3.6M |
CALYCALLAWAY GOLF CO | $3.6M |
LIVNLIVANOVA PLC | $3.4M |
WHWYNDHAM HOTELS & RESORTS INC | $3.3M |
ALKSALKERMES PLC | $3.2M |
2L9BLUEPRINT MEDICINES CORP | $3.1M |
MRUSMERUS N V | $3.1M |
HCMHUTCHISON CHINA MEDITECH LTD | $3.0M |
PACBPACIFIC BIOSCIENCES CALIF IN | $3.0M |
NSTGEURNANOSTRING TECHNOLOGIES INC | $2.9M |
PYPLPAYPAL HLDGS INC | $2.8M |
—GENETRON HLDGS LTD | $2.7M |
—ARYA SCIENCES ACQUISITION CO | $2.7M |
—MERSANA THERAPEUTICS INC | $2.6M |
CHRSCOHERUS BIOSCIENCES INC | $2.5M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $2.4M |
CAHCARDINAL HEALTH INC | $2.3M |
PKNPERKINELMER INC | $2.3M |
OVIDOVID THERAPEUTICS INC | $2.2M |
BCRXBIOCRYST PHARMACEUTICALS INC | $2.2M |
GBYSANGAMO THERAPEUTICS INC | $2.2M |
RCUSARCUS BIOSCIENCES INC | $2.2M |
ORTXUSDORCHARD THERAPEUTICS PLC | $2.1M |
—CELLULAR BIOMEDICINE GROUP I | $2.0M |
—FIVE PRIME THERAPEUTICS INC | $2.0M |
MRNAMODERNA INC | $2.0M |
AAPLAPPLE INC | $2.0M |
—ZYMEWORKS INC | $1.9M |
XLRNACCELERON PHARMA INC | $1.9M |
—MAGENTA THERAPEUTICS INC | $1.8M |
NTLAINTELLIA THERAPEUTICS INC | $1.8M |
DNLIDENALI THERAPEUTICS INC | $1.7M |
CSCOCISCO SYS INC | $1.7M |
ORCLORACLE CORP | $1.6M |
PIRSPIERIS PHARMACEUTICALS INC | $1.6M |
FULCFULCRUM THERAPEUTICS INC | $1.5M |
BUWABIO RAD LABS INC | $1.4M |
ALECALECTOR INC | $1.4M |
—CENTOGENE N V | $1.4M |
PRTAPROTHENA CORP PLC | $1.3M |
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