PLATINUM INVESTMENT MANAGEMENT LTD Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$2.9T

Holdings

143

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
SINGULAR GENOMICS SYSTEMS IN
$731.3M
GPCRSTRUCTURE THERAPEUTICS INC
$623.5M
VEEVVEEVA SYS INC
$621.3M
CSCOCISCO SYS INC
$551.1M
TWLOTWILIO INC
$430.8M
GTMZOOMINFO TECHNOLOGIES INC
$372.2M
ALTALTIMMUNE INC
$335.6M
CCKCROWN HLDGS INC
$282.4M
NVDANVIDIA CORPORATION
$275.0M
INTCINTEL CORP
$255.1M
BALLBALL CORP
$216.4M
ALSNALLISON TRANSMISSION HLDGS I
$188.5M
CHTRCHARTER COMMUNICATIONS INC N
$149.2M
ADBEADOBE SYSTEMS INCORPORATED
$130.6M
APTVAPTIV PLC
$123.4M
ALVAUTOLIV INC
$116.3M
UHSUNIVERSAL HLTH SVCS INC
$98.1M
THOTHOR INDS INC
$98.0M
NYCBEURNEW YORK CMNTY BANCORP INC
$96.2M
BBYBEST BUY INC
$95.0M
CRCCALIFORNIA RES CORP
$94.5M
RLRALPH LAUREN CORP
$93.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$91.6M
OMFONEMAIN HLDGS INC
$90.3M
CLBCORE LABORATORIES INC
$90.2M
KSSKOHLS CORP
$90.1M
TSNTYSON FOODS INC
$89.1M
HLFHERBALIFE LTD
$89.0M
MMM3M CO
$88.6M
TAT&T INC
$88.5M
HN9HANESBRANDS INC
$87.7M
JAZZJAZZ PHARMACEUTICALS PLC
$86.4M
CPRICAPRI HOLDINGS LIMITED
$82.4M
CITHE CIGNA GROUP
$80.3M
JXNJACKSON FINANCIAL INC
$77.6M
8LP1VITAL ENERGY INC
$48.1M
FOXAFOX CORP
$46.4M
HRMYHARMONY BIOSCIENCES HLDGS IN
$46.3M
MOMOHELLO GROUP INC
$45.4M
WBDWARNER BROS DISCOVERY INC
$44.1M
LULUFAX HOLDING LTD
$26.0M
CFCF INDS HLDGS INC
$20.0M
KDKYNDRYL HLDGS INC
$3.2M
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