PLATINUM INVESTMENT MANAGEMENT LTD Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$2.9B

Holdings

143

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
ZTOZTO EXPRESS CAYMAN INC
$393.0M
MCHPMICROCHIP TECHNOLOGY INC.
$295.0M
ICEINTERCONTINENTAL EXCHANGE IN
$166.0M
TRUTRANSUNION
$154.0M
CLVTRIP COM GROUP LTD
$129.0M
MUMICRON TECHNOLOGY INC
$113.0M
SLBSCHLUMBERGER LTD
$105.0M
PDDPDD HOLDINGS INC
$75.0M
CSLCARLISLE COS INC
$72.0M
GOOGALPHABET INC
$72.0M
BABAALIBABA GROUP HLDG LTD
$71.0M
GOOGLALPHABET INC
$70.0M
BAXBAXTER INTL INC
$67.0M
NXPINXP SEMICONDUCTORS N V
$66.0M
METAMETA PLATFORMS INC
$65.0M
RHRH
$64.0M
GILDGILEAD SCIENCES INC
$53.0M
STNGSCORPIO TANKERS INC
$51.0M
VALVALARIS LIMITED
$49.0M
SUSUNCOR ENERGY INC NEW
$46.0M
SUZSUZANO S A
$43.0M
PBRPETROLEO BRASILEIRO SA PETRO
$40.0M
CCOCAMECO CORP
$37.0M
NOAHNOAH HLDGS LTD
$36.0M
DDLDINGDONG CAYMAN LTD
$29.0M
EXAIEUREXSCIENTIA PLC
$23.0M
ICOSAVAX INC
$23.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$23.0M
METALS ACQUISITION LIMITED
$20.0M
RXRXRECURSION PHARMACEUTICALS IN
$20.0M
IDYAIDEAYA BIOSCIENCES INC
$19.0M
XYZBLOCK INC
$17.0M
ALLYALLY FINL INC
$17.0M
QTRXQUANTERIX CORP
$16.0M
JDJD.COM INC
$16.0M
DASHDOORDASH INC
$16.0M
HTHTH WORLD GROUP LTD
$14.0M
PLNTPLANET FITNESS INC
$12.0M
MBLYMOBILEYE GLOBAL INC
$12.0M
IRENIRIS ENERGY LTD
$12.0M
SIL1EURSILVERCREST METALS INC
$10.0M
ROIVROIVANT SCIENCES LTD
$7.0M
MSFTMICROSOFT CORP
$7.0M
JNJJOHNSON & JOHNSON
$7.0M
BNTXBIONTECH SE
$7.0M
FCXFREEPORT-MCMORAN INC
$7.0M
BIIBBIOGEN INC
$6.0M
NFLXNETFLIX INC
$6.0M
MASS908 DEVICES INC
$6.0M
IMVTIMMUNOVANT INC
$6.0M
COGTCOGENT BIOSCIENCES INC
$5.0M
INBXUSDINHIBRX INC
$5.0M
ESPRESPERION THERAPEUTICS INC NE
$4.0M
MRNAMODERNA INC
$4.0M
OMEGA THERAPEUTICS INC
$4.0M
MTCHMATCH GROUP INC NEW
$4.0M
RCUSARCUS BIOSCIENCES INC
$4.0M
NSTGEURNANOSTRING TECHNOLOGIES INC
$4.0M
SG7SAGE THERAPEUTICS INC
$4.0M
IMTXIMMATICS N.V
$3.0M
VERAVERA THERAPEUTICS INC
$3.0M
MRUSMERUS N V
$3.0M
2L9BLUEPRINT MEDICINES CORP
$3.0M
ACIUAC IMMUNE SA
$3.0M
ARWRARROWHEAD PHARMACEUTICALS IN
$3.0M
CENTOGENE N V
$3.0M
BUWABIO RAD LABS INC
$3.0M
ZYMEZYMEWORKS INC
$3.0M
ZLABZAI LAB LTD
$3.0M
ALLKGUSDALLAKOS INC
$2.0M
ORCLORACLE CORP
$2.0M
AMATAPPLIED MATLS INC
$2.0M
CIENCIENA CORP
$2.0M
HCMHUTCHMED CHINA LTD
$2.0M
CVACCUREVAC N V
$2.0M
ADPTADAPTIVE BIOTECHNOLOGIES COR
$2.0M
TRMDTORM PLC
$2.0M
GOSSGOSSAMER BIO INC
$2.0M
PRTAPROTHENA CORP PLC
$2.0M
PYPLPAYPAL HLDGS INC
$1.0M
BKIEURBLACK KNIGHT INC
$1.0M
SCHWSCHWAB CHARLES CORP
$1.0M
ADIANALOG DEVICES INC
$1.0M
YMMFULL TRUCK ALLIANCE CO LTD
$1.0M
RYAAYRYANAIR HOLDINGS PLC
$1.0M
SRPTSAREPTA THERAPEUTICS INC
$1.0M
ALECALECTOR INC
$1.0M
ABSIABSCI CORPORATION
$1.0M
DNLIDENALI THERAPEUTICS INC
$1.0M
AWMSKYWORKS SOLUTIONS INC
$1.0M
FWONALIBERTY MEDIA CORP DEL
$1.0M
ERICERICSSON
$1.0M
CNTACENTESSA PHARMACEUTICALS PLC
$1.0M
ORCHARD THERAPEUTICS PLC
$1.0M
WVEWAVE LIFE SCIENCES LTD
$1.0M
AMZNAMAZON COM INC
$951K
KPTIEURKARYOPHARM THERAPEUTICS INC
$895K
TKNOALPHA TEKNOVA INC
$826K
SINGULAR GENOMICS SYSTEMS IN
$731K
GPCRSTRUCTURE THERAPEUTICS INC
$624K
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