PLATINUM INVESTMENT MANAGEMENT LTD Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$2.6T
Holdings
130
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 15,322,408 | $420.6B | 15.91% | |
| 2 | MCHPMICROCHIP TECHNOLOGY INC. | 3,881,589 | $225.4B | 8.53% | |
| 3 | CLVTRIP COM GROUP LTD | 7,202,372 | $197.7B | 7.48% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 1,417,443 | $161.1B | 6.09% | |
| 5 | MOSMOSAIC CO NEW | 2,895,029 | $136.7B | 5.17% | |
| 6 | SUSUNCOR ENERGY INC NEW | 2,947,559 | $103.2B | 3.90% | |
| 7 | MUMICRON TECHNOLOGY INC | 1,827,464 | $101.0B | 3.82% | |
| 8 | ABXBARRICK GOLD CORP | 5,428,679 | $96.0B | 3.63% | |
| 9 | BKNGBOOKING HOLDINGS INC | 45,474 | $79.5B | 3.01% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 828,591 | $77.9B | 2.95% | |
| 11 | GILDGILEAD SCIENCES INC | 963,747 | $59.6B | 2.25% | |
| 12 | HTHTHUAZHU GROUP LTD | 1,536,578 | $58.5B | 2.21% | |
| 13 | CIENCIENA CORP | 1,249,966 | $57.1B | 2.16% | |
| 14 | GEGENERAL ELECTRIC CO | 867,263 | $55.2B | 2.09% | |
| 15 | LRCXEURLAM RESEARCH CORP | 119,187 | $50.8B | 1.92% | |
| 16 | METAMETA PLATFORMS INC | 279,764 | $45.1B | 1.71% | |
| 17 | NOAHNOAH HLDGS LTD | 2,126,526 | $43.0B | 1.63% | |
| 18 | SUZSUZANO S A | 4,233,144 | $40.1B | 1.52% | |
| 19 | JDJD.COM INC | 584,186 | $37.5B | 1.42% | |
| 20 | LGIHLGI HOMES INC | 414,391 | $36.0B | 1.36% | |
| 21 | FCXFREEPORT-MCMORAN INC | 1,047,743 | $30.7B | 1.16% | |
| 22 | GOOGALPHABET INC | 12,849 | $28.1B | 1.06% | |
| 23 | EFXEQUIFAX INC | 147,863 | $27.0B | 1.02% | |
| 24 | EXAIEUREXSCIENTIA PLC | 2,102,660 | $22.9B | 0.87% | |
| 25 | ALLYALLY FINL INC | 644,530 | $21.6B | 0.82% | |
| 26 | DDLDINGDONG CAYMAN LTD | 3,739,560 | $20.7B | 0.78% | |
| 27 | RXRXRECURSION PHARMACEUTICALS IN | 2,535,622 | $20.6B | 0.78% | |
| 28 | LWLAMB WESTON HLDGS INC | 277,972 | $19.9B | 0.75% | |
| 29 | YUMCYUM CHINA HLDGS INC | 395,751 | $19.2B | 0.73% | |
| 30 | —BTRS HOLDINGS INC | 2,994,437 | $14.9B | 0.56% | |
| 31 | GOOGLALPHABET INC | 6,398 | $13.9B | 0.53% | |
| 32 | XYZBLOCK INC | 208,377 | $12.8B | 0.48% | |
| 33 | IDYAIDEAYA BIOSCIENCES INC | 923,044 | $12.7B | 0.48% | |
| 34 | SIL1EURSILVERCREST METALS INC | 2,056,005 | $12.6B | 0.48% | |
| 35 | —PROMETHEUS BIOSCIENCES INC | 431,567 | $12.2B | 0.46% | |
| 36 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,066,285 | $11.9B | 0.45% | |
| 37 | MASS908 DEVICES INC | 570,157 | $11.7B | 0.44% | |
| 38 | ULTAULTA BEAUTY INC | 28,358 | $10.9B | 0.41% | |
| 39 | QTRXQUANTERIX CORP | 639,990 | $10.4B | 0.39% | |
| 40 | ESPRESPERION THERAPEUTICS INC NE | 1,623,440 | $10.3B | 0.39% | |
| 41 | —EPIZYME INC | 6,603,870 | $9.7B | 0.37% | |
| 42 | DASHDOORDASH INC | 150,984 | $9.7B | 0.37% | |
| 43 | —ICOSAVAX INC | 1,634,004 | $9.4B | 0.35% | |
| 44 | IRENIRIS ENERGY LTD | 2,773,913 | $9.3B | 0.35% | |
| 45 | PLNTPLANET FITNESS INC | 121,258 | $8.2B | 0.31% | |
| 46 | COGTCOGENT BIOSCIENCES INC | 901,412 | $8.1B | 0.31% | |
| 47 | BUWABIO RAD LABS INC | 14,704 | $7.3B | 0.28% | |
| 48 | CVNACARVANA CO | 267,315 | $6.0B | 0.23% | |
| 49 | NSTGEURNANOSTRING TECHNOLOGIES INC | 460,542 | $5.8B | 0.22% | |
| 50 | MSFTMICROSOFT CORP | 22,312 | $5.7B | 0.22% | |
| 51 | —CENTOGENE N V | 2,271,150 | $5.4B | 0.20% | |
| 52 | ZLABZAI LAB LTD | 147,272 | $5.1B | 0.19% | |
| 53 | SIXEURSIX FLAGS ENTMT CORP NEW | 219,665 | $4.8B | 0.18% | |
| 54 | BDQMALBIREO PHARMA INC | 228,821 | $4.5B | 0.17% | |
| 55 | RBLXROBLOX CORP | 132,222 | $4.3B | 0.16% | |
| 56 | FXLVF45 TRAINING HLDGS INC | 1,103,358 | $4.3B | 0.16% | |
| 57 | CHRSCOHERUS BIOSCIENCES INC | 598,304 | $4.3B | 0.16% | |
| 58 | ACIUAC IMMUNE SA | 1,059,462 | $3.8B | 0.14% | |
| 59 | —MYOVANT SCIENCES LTD | 302,120 | $3.8B | 0.14% | |
| 60 | —PARDES BIOSCIENCES INC | 1,215,967 | $3.7B | 0.14% | |
| 61 | WVEWAVE LIFE SCIENCES LTD | 1,135,348 | $3.7B | 0.14% | |
| 62 | ASMBASSEMBLY BIOSCIENCES INC | 1,591,272 | $3.3B | 0.13% | |
| 63 | MRUSMERUS N V | 142,860 | $3.2B | 0.12% | |
| 64 | ERICERICSSON | 430,900 | $3.2B | 0.12% | |
| 65 | OTLYOATLY GROUP AB | 910,276 | $3.1B | 0.12% | |
| 66 | IMVTIMMUNOVANT INC | 777,590 | $3.0B | 0.11% | |
| 67 | IMTXIMMATICS N.V | 332,356 | $2.9B | 0.11% | |
| 68 | HCMHUTCHMED CHINA LTD | 224,634 | $2.8B | 0.11% | |
| 69 | —KALERA PUBLIC LIMITED CO | 462,249 | $2.7B | 0.10% | |
| 70 | WDCWESTERN DIGITAL CORP. | 59,988 | $2.7B | 0.10% | |
| 71 | ADIANALOG DEVICES INC | 18,145 | $2.7B | 0.10% | |
| 72 | —OMEGA THERAPEUTICS INC | 694,431 | $2.6B | 0.10% | |
| 73 | TALTAL EDUCATION GROUP | 515,336 | $2.5B | 0.09% | |
| 74 | AWMSKYWORKS SOLUTIONS INC | 26,554 | $2.5B | 0.09% | |
| 75 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 294,659 | $2.4B | 0.09% | |
| 76 | BCRXBIOCRYST PHARMACEUTICALS INC | 221,699 | $2.3B | 0.09% | |
| 77 | XGNEXAGEN INC | 400,000 | $2.3B | 0.09% | |
| 78 | —MERSANA THERAPEUTICS INC | 495,481 | $2.3B | 0.09% | |
| 79 | CTMXCYTOMX THERAPEUTICS INC | 1,229,545 | $2.3B | 0.09% | |
| 80 | —GENETRON HLDGS LTD | 1,316,642 | $2.2B | 0.08% | |
| 81 | ROIVROIVANT SCIENCES LTD | 505,577 | $2.1B | 0.08% | |
| 82 | PIRSPIERIS PHARMACEUTICALS INC | 1,098,888 | $2.1B | 0.08% | |
| 83 | 2L9BLUEPRINT MEDICINES CORP | 40,004 | $2.0B | 0.08% | |
| 84 | TKNOALPHA TEKNOVA INC | 239,594 | $2.0B | 0.08% | |
| 85 | AMATAPPLIED MATLS INC | 21,644 | $2.0B | 0.07% | |
| 86 | INBXUSDINHIBRX INC | 160,099 | $1.8B | 0.07% | |
| 87 | YMMFULL TRUCK ALLIANCE CO LTD | 199,091 | $1.8B | 0.07% | |
| 88 | PRTAPROTHENA CORP PLC | 60,512 | $1.6B | 0.06% | |
| 89 | —SINGULAR GENOMICS SYSTEMS IN | 429,336 | $1.6B | 0.06% | |
| 90 | —AFFIMED N V | 579,131 | $1.6B | 0.06% | |
| 91 | RCUSARCUS BIOSCIENCES INC | 61,780 | $1.6B | 0.06% | |
| 92 | —ZYMEWORKS INC | 295,486 | $1.6B | 0.06% | |
| 93 | LPTXEURLEAP THERAPEUTICS INC | 1,327,952 | $1.5B | 0.06% | |
| 94 | DNLIDENALI THERAPEUTICS INC | 50,971 | $1.5B | 0.06% | |
| 95 | PYPLPAYPAL HLDGS INC | 20,870 | $1.5B | 0.06% | |
| 96 | ELUTAZIYO BIOLOGICS INC | 188,181 | $1.3B | 0.05% | |
| 97 | ALECALECTOR INC | 105,614 | $1.1B | 0.04% | |
| 98 | ABSIABSCI CORPORATION | 297,823 | $989.0M | 0.04% | |
| 99 | FWONALIBERTY MEDIA CORP DEL | 15,300 | $971.0M | 0.04% | |
| 100 | EBAEBAY INC. | 22,679 | $945.0M | 0.04% |
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