PLATINUM INVESTMENT MANAGEMENT LTD Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$2.5T
Holdings
134
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 15,657,006 | $324.9B | 13.14% | |
| 2 | AVGOBROADCOM INC | 101,915 | $163.6B | 6.62% | |
| 3 | MUMICRON TECHNOLOGY INC | 1,220,544 | $160.5B | 6.50% | |
| 4 | GOOGLALPHABET INC | 852,473 | $155.3B | 6.28% | |
| 5 | CCOCAMECO CORP | 2,908,862 | $143.1B | 5.79% | |
| 6 | TRUTRANSUNION | 1,880,280 | $139.4B | 5.64% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 966,008 | $132.2B | 5.35% | |
| 8 | CLVTRIP COM GROUP LTD | 2,656,589 | $124.9B | 5.05% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. | 1,341,580 | $122.8B | 4.97% | |
| 10 | PDDPDD HOLDINGS INC | 867,447 | $115.3B | 4.67% | |
| 11 | AWMSKYWORKS SOLUTIONS INC | 897,539 | $95.7B | 3.87% | |
| 12 | SLBSCHLUMBERGER LTD | 1,752,344 | $82.7B | 3.34% | |
| 13 | GOOGALPHABET INC | 377,872 | $69.3B | 2.80% | |
| 14 | VALVALARIS LTD | 858,902 | $64.0B | 2.59% | |
| 15 | LWLAMB WESTON HLDGS INC | 729,393 | $61.3B | 2.48% | |
| 16 | BAXBAXTER INTL INC | 1,592,535 | $53.3B | 2.16% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 637,303 | $45.9B | 1.86% | |
| 18 | STNGSCORPIO TANKERS INC | 446,568 | $36.3B | 1.47% | |
| 19 | MBLYMOBILEYE GLOBAL INC | 1,257,143 | $35.3B | 1.43% | |
| 20 | METAMETA PLATFORMS INC | 69,614 | $35.1B | 1.42% | |
| 21 | PBRPETROLEO BRASILEIRO SA PETRO | 2,304,234 | $33.4B | 1.35% | |
| 22 | NOAHNOAH HLDGS LTD | 2,155,022 | $20.8B | 0.84% | |
| 23 | DDLDINGDONG CAYMAN LTD | 9,064,805 | $18.0B | 0.73% | |
| 24 | JDJD.COM INC | 500,285 | $12.9B | 0.52% | |
| 25 | AMZNAMAZON COM INC | 60,330 | $11.7B | 0.47% | |
| 26 | EXAIEUREXSCIENTIA PLC | 1,932,204 | $9.9B | 0.40% | |
| 27 | HTHTH WORLD GROUP LTD | 286,153 | $9.5B | 0.39% | |
| 28 | FLUTFLUTTER ENTMT PLC | 51,000 | $9.3B | 0.38% | |
| 29 | VVISA INC | 34,544 | $9.1B | 0.37% | |
| 30 | AAPLAPPLE INC | 34,133 | $7.2B | 0.29% | |
| 31 | ZTSZOETIS INC | 40,000 | $6.9B | 0.28% | |
| 32 | ROIVROIVANT SCIENCES LTD | 569,745 | $6.0B | 0.24% | |
| 33 | BCYCBICYCLE THERAPEUTICS PLC | 293,445 | $5.9B | 0.24% | |
| 34 | APGEAPOGEE THERAPEUTICS INC | 147,472 | $5.8B | 0.23% | |
| 35 | JNJJOHNSON & JOHNSON | 35,942 | $5.3B | 0.21% | |
| 36 | IDYAIDEAYA BIOSCIENCES INC | 144,717 | $5.1B | 0.21% | |
| 37 | IMVTIMMUNOVANT INC | 192,242 | $5.1B | 0.21% | |
| 38 | VERAVERA THERAPEUTICS INC | 136,416 | $4.9B | 0.20% | |
| 39 | BKNGBOOKING HOLDINGS INC | 1,185 | $4.7B | 0.19% | |
| 40 | NFLXNETFLIX INC | 6,648 | $4.5B | 0.18% | |
| 41 | CNTACENTESSA PHARMACEUTICALS PLC | 495,895 | $4.5B | 0.18% | |
| 42 | MRUSMERUS N V | 73,722 | $4.4B | 0.18% | |
| 43 | ADCTADC THERAPEUTICS SA | 1,296,153 | $4.1B | 0.17% | |
| 44 | ADBEADOBE INC | 7,189 | $4.0B | 0.16% | |
| 45 | MSFTMICROSOFT CORP | 8,589 | $3.8B | 0.16% | |
| 46 | ACIUAC IMMUNE SA | 952,069 | $3.8B | 0.15% | |
| 47 | CSGPCOSTAR GROUP INC | 50,000 | $3.7B | 0.15% | |
| 48 | QTRXQUANTERIX CORP | 277,636 | $3.7B | 0.15% | |
| 49 | GOSSGOSSAMER BIO INC | 3,524,908 | $3.2B | 0.13% | |
| 50 | ZYMEZYMEWORKS INC | 373,002 | $3.2B | 0.13% | |
| 51 | TRMDTORM PLC | 79,825 | $3.1B | 0.13% | |
| 52 | —LONGBOARD PHARMACEUTICALS IN | 114,047 | $3.1B | 0.12% | |
| 53 | ORCLORACLE CORP | 21,762 | $3.1B | 0.12% | |
| 54 | AMATAPPLIED MATLS INC | 12,616 | $3.0B | 0.12% | |
| 55 | RXRXRECURSION PHARMACEUTICALS IN | 395,673 | $3.0B | 0.12% | |
| 56 | LRCXEURLAM RESEARCH CORP | 2,705 | $2.9B | 0.12% | |
| 57 | VEEVVEEVA SYS INC | 15,487 | $2.8B | 0.11% | |
| 58 | WVEWAVE LIFE SCIENCES LTD | 537,345 | $2.7B | 0.11% | |
| 59 | ESPRESPERION THERAPEUTICS INC NE | 1,196,526 | $2.7B | 0.11% | |
| 60 | IMTXIMMATICS N.V | 203,614 | $2.4B | 0.10% | |
| 61 | RCUSARCUS BIOSCIENCES INC | 153,783 | $2.3B | 0.09% | |
| 62 | ARWRARROWHEAD PHARMACEUTICALS IN | 88,425 | $2.3B | 0.09% | |
| 63 | GPCRSTRUCTURE THERAPEUTICS INC | 57,230 | $2.2B | 0.09% | |
| 64 | MRNAMODERNA INC | 18,193 | $2.2B | 0.09% | |
| 65 | ADIANALOG DEVICES INC | 9,196 | $2.1B | 0.08% | |
| 66 | ANABANAPTYSBIO INC | 82,401 | $2.1B | 0.08% | |
| 67 | NXPINXP SEMICONDUCTORS N V | 6,866 | $1.8B | 0.07% | |
| 68 | SRPTSAREPTA THERAPEUTICS INC | 11,301 | $1.8B | 0.07% | |
| 69 | QCOMQUALCOMM INC | 8,734 | $1.7B | 0.07% | |
| 70 | TXNTEXAS INSTRS INC | 8,815 | $1.7B | 0.07% | |
| 71 | ABSIABSCI CORPORATION | 530,682 | $1.6B | 0.07% | |
| 72 | QTTBQ32 BIO INC | 89,456 | $1.6B | 0.06% | |
| 73 | LULULULULEMON ATHLETICA INC | 5,000 | $1.5B | 0.06% | |
| 74 | TECHBIO-TECHNE CORP | 20,449 | $1.5B | 0.06% | |
| 75 | MASS908 DEVICES INC | 274,067 | $1.4B | 0.06% | |
| 76 | COGTCOGENT BIOSCIENCES INC | 157,851 | $1.3B | 0.05% | |
| 77 | AURAAURA BIOSCIENCES INC | 162,358 | $1.2B | 0.05% | |
| 78 | RYAAYRYANAIR HOLDINGS PLC | 10,000 | $1.2B | 0.05% | |
| 79 | AMDADVANCED MICRO DEVICES INC | 6,911 | $1.1B | 0.05% | |
| 80 | ALLKGUSDALLAKOS INC | 1,060,139 | $1.1B | 0.04% | |
| 81 | NSYNICE LTD | 5,533 | $951.5M | 0.04% | |
| 82 | KROSKEROS THERAPEUTICS INC | 20,293 | $927.4M | 0.04% | |
| 83 | KURAKURA ONCOLOGY INC | 41,874 | $862.2M | 0.03% | |
| 84 | CYTKCYTOKINETICS INC | 14,478 | $784.4M | 0.03% | |
| 85 | FDMT4D MOLECULAR THERAPEUTICS IN | 36,572 | $767.6M | 0.03% | |
| 86 | TKNOALPHA TEKNOVA INC | 531,414 | $728.0M | 0.03% | |
| 87 | —OMEGA THERAPEUTICS INC | 346,352 | $716.9M | 0.03% | |
| 88 | CDXSCODEXIS INC | 200,063 | $620.2M | 0.03% | |
| 89 | CDNSCADENCE DESIGN SYSTEM INC | 1,938 | $596.4M | 0.02% | |
| 90 | FIVNFIVE9 INC | 10,087 | $444.8M | 0.02% | |
| 91 | BALLBALL CORP | 6,505 | $390.4M | 0.02% | |
| 92 | —METALS ACQUISITION LIMITED | 25,902 | $354.6M | 0.01% | |
| 93 | SUZSUZANO S A | 33,633 | $345.4M | 0.01% | |
| 94 | APDAIR PRODS & CHEMS INC | 1,273 | $328.5M | 0.01% | |
| 95 | INTCINTEL CORP | 10,292 | $318.7M | 0.01% | |
| 96 | NVDANVIDIA CORPORATION | 2,431 | $300.3M | 0.01% | |
| 97 | CCKCROWN HLDGS INC | 4,003 | $297.8M | 0.01% | |
| 98 | CNMCORE & MAIN INC | 5,453 | $266.9M | 0.01% | |
| 99 | AMBPARDAGH METAL PACKAGING S A | 66,982 | $227.7M | 0.01% | |
| 100 | ATKRATKORE INC | 1,594 | $215.1M | 0.01% |
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