PLATINUM INVESTMENT MANAGEMENT LTD Q2 2021 Filing

Filed August 11, 2021

Portfolio Value

$4.3B

Holdings

145

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
ZTOZTO EXPRESS CAYMAN INC
$512.7M
MUMICRON TECHNOLOGY INC
$296.8M
MCHPMICROCHIP TECHNOLOGY INC.
$279.5M
CLVTRIP COM GROUP LTD
$272.1M
ALLYALLY FINL INC
$202.4M
LPXLOUISIANA PAC CORP
$202.3M
ABXBARRICK GOLD CORP
$197.7M
GEGENERAL ELECTRIC CO
$126.0M
MOSMOSAIC CO NEW
$110.3M
WABWABTEC
$105.7M
GILDGILEAD SCIENCES INC
$104.6M
AEOAMERICAN EAGLE OUTFITTERS IN
$102.2M
HTHTHUAZHU GROUP LTD
$94.6M
BABAALIBABA GROUP HLDG LTD
$89.5M
ICEINTERCONTINENTAL EXCHANGE IN
$88.3M
LRCXEURLAM RESEARCH CORP
$87.4M
BKNGBOOKING HOLDINGS INC
$86.7M
METAFACEBOOK INC
$84.7M
AWMSKYWORKS SOLUTIONS INC
$80.7M
CIENCIENA CORP
$75.3M
NOAHNOAH HLDGS LTD
$64.7M
YUMCYUM CHINA HLDGS INC
$63.2M
GOOGALPHABET INC
$58.9M
ULTAULTA BEAUTY INC
$58.5M
LYBLYONDELLBASELL INDUSTRIES N
$56.8M
FCXFREEPORT-MCMORAN INC
$46.3M
JDJD.COM INC
$44.7M
MLCOMELCO RESORTS AND ENTMNT LTD
$42.8M
EFXEQUIFAX INC
$42.6M
GOOGLALPHABET INC
$39.4M
FDXFEDEX CORP
$38.0M
ESPRESPERION THERAPEUTICS INC NE
$36.2M
TALTAL EDUCATION GROUP
$32.7M
MEDALLIA INC
$30.6M
QTRXQUANTERIX CORP
$30.2M
SIL1EURSILVERCREST METALS INC
$26.9M
ONECONNECT FINL TECHNOLOGY C
$19.9M
NSTGEURNANOSTRING TECHNOLOGIES INC
$18.2M
CENTOGENE N V
$17.4M
RXRXRECURSION PHARMACEUTICALS IN
$17.2M
GENETRON HLDGS LTD
$16.4M
PLNTPLANET FITNESS INC
$15.0M
SUZSUZANO S A
$14.9M
HCCWARRIOR MET COAL INC
$13.9M
BNTXBIONTECH SE
$13.9M
8INSYNEOS HEALTH INC
$9.6M
PACBPACIFIC BIOSCIENCES CALIF IN
$9.1M
PROMETHEUS BIOSCIENCES INC
$8.7M
CHRSCOHERUS BIOSCIENCES INC
$8.0M
ZLABZAI LAB LTD
$7.9M
SIGSIGNET JEWELERS LIMITED
$7.5M
CVNACARVANA CO
$7.5M
BUWABIO RAD LABS INC
$7.4M
BDQMALBIREO PHARMA INC
$7.2M
JTKWYJUST EAT TAKEAWAY COM N V
$7.2M
CTMXCYTOMX THERAPEUTICS INC
$6.8M
MSFTMICROSOFT CORP
$6.8M
COGTCOGENT BIOSCIENCES INC
$6.7M
ASMBASSEMBLY BIOSCIENCES INC
$6.4M
HCMHUTCHMED CHINA LTD
$6.2M
XGNEXAGEN INC
$6.0M
PRTAPROTHENA CORP PLC
$5.2M
ADIANALOG DEVICES INC
$5.2M
IDYAIDEAYA BIOSCIENCES INC
$4.8M
MRUSMERUS N V
$4.5M
ALKSALKERMES PLC
$4.5M
PIRSPIERIS PHARMACEUTICALS INC
$4.5M
MYOVANT SCIENCES LTD
$4.4M
INBXUSDINHIBRX INC
$4.3M
CLFCLEVELAND-CLIFFS INC NEW
$4.1M
IMTXIMMATICS N.V
$3.9M
PYPLPAYPAL HLDGS INC
$3.7M
HOWLWEREWOLF THERAPEUTICS INC
$3.6M
ZYMEWORKS INC
$3.6M
TKNOALPHA TEKNOVA INC
$3.6M
NTLAINTELLIA THERAPEUTICS INC
$3.4M
ACIUAC IMMUNE SA
$3.4M
ORTXUSDORCHARD THERAPEUTICS PLC
$3.3M
MAGENTA THERAPEUTICS INC
$3.1M
AGIOAGIOS PHARMACEUTICALS INC
$3.1M
ASLAN PHARMACEUTICALS LTD
$2.9M
RBLXROBLOX CORP
$2.9M
SUSUNCOR ENERGY INC NEW
$2.9M
BCELATRECA INC
$2.7M
BCRXBIOCRYST PHARMACEUTICALS INC
$2.7M
GBYSANGAMO THERAPEUTICS INC
$2.6M
DNLIDENALI THERAPEUTICS INC
$2.4M
ADPTADAPTIVE BIOTECHNOLOGIES COR
$2.4M
2L9BLUEPRINT MEDICINES CORP
$2.4M
LIVNLIVANOVA PLC
$2.3M
IHS MARKIT LTD
$2.2M
RCUSARCUS BIOSCIENCES INC
$2.1M
ORCLORACLE CORP
$2.0M
MASS908 DEVICES INC
$1.9M
CSCOCISCO SYS INC
$1.9M
ELUTAZIYO BIOLOGICS INC
$1.9M
AAPLAPPLE INC
$1.8M
XLRNACCELERON PHARMA INC
$1.7M
USX1UNITED STATES STL CORP NEW
$1.7M
ALECALECTOR INC
$1.7M
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