PLATINUM INVESTMENT MANAGEMENT LTD Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$2.5B
Holdings
134
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (134 positions)
| Stock | Value |
|---|---|
ZTOZTO EXPRESS CAYMAN INC | $324.0M |
MUMICRON TECHNOLOGY INC | $160.0M |
GOOGLALPHABET INC | $155.0M |
CCOCAMECO CORP | $143.0M |
TRUTRANSUNION | $139.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $132.0M |
CLVTRIP COM GROUP LTD | $124.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $122.0M |
PDDPDD HOLDINGS INC | $115.0M |
AWMSKYWORKS SOLUTIONS INC | $95.0M |
SLBSCHLUMBERGER LTD | $82.0M |
GOOGALPHABET INC | $69.0M |
VALVALARIS LTD | $63.0M |
LWLAMB WESTON HLDGS INC | $61.0M |
BAXBAXTER INTL INC | $53.0M |
BABAALIBABA GROUP HLDG LTD | $45.0M |
STNGSCORPIO TANKERS INC | $36.0M |
MBLYMOBILEYE GLOBAL INC | $35.0M |
PBRPETROLEO BRASILEIRO SA PETRO | $33.0M |
NOAHNOAH HLDGS LTD | $20.0M |
DDLDINGDONG CAYMAN LTD | $18.0M |
JDJD.COM INC | $12.0M |
AMZNAMAZON COM INC | $11.0M |
FLUTFLUTTER ENTMT PLC | $9.0M |
HTHTH WORLD GROUP LTD | $9.0M |
EXAIEUREXSCIENTIA PLC | $9.0M |
VVISA INC | $9.0M |
AAPLAPPLE INC | $7.0M |
ROIVROIVANT SCIENCES LTD | $6.0M |
ZTSZOETIS INC | $6.0M |
IMVTIMMUNOVANT INC | $5.0M |
BCYCBICYCLE THERAPEUTICS PLC | $5.0M |
APGEAPOGEE THERAPEUTICS INC | $5.0M |
JNJJOHNSON & JOHNSON | $5.0M |
IDYAIDEAYA BIOSCIENCES INC | $5.0M |
CNTACENTESSA PHARMACEUTICALS PLC | $4.0M |
ADCTADC THERAPEUTICS SA | $4.0M |
MRUSMERUS N V | $4.0M |
VERAVERA THERAPEUTICS INC | $4.0M |
ZYMEZYMEWORKS INC | $3.0M |
QTRXQUANTERIX CORP | $3.0M |
TRMDTORM PLC | $3.0M |
GOSSGOSSAMER BIO INC | $3.0M |
ADBEADOBE INC | $3.0M |
—LONGBOARD PHARMACEUTICALS IN | $3.0M |
ACIUAC IMMUNE SA | $3.0M |
CSGPCOSTAR GROUP INC | $3.0M |
ORCLORACLE CORP | $3.0M |
MSFTMICROSOFT CORP | $3.0M |
MRNAMODERNA INC | $2.0M |
IMTXIMMATICS N.V | $2.0M |
ARWRARROWHEAD PHARMACEUTICALS IN | $2.0M |
ANABANAPTYSBIO INC | $2.0M |
GPCRSTRUCTURE THERAPEUTICS INC | $2.0M |
AMATAPPLIED MATLS INC | $2.0M |
RCUSARCUS BIOSCIENCES INC | $2.0M |
ADIANALOG DEVICES INC | $2.0M |
RXRXRECURSION PHARMACEUTICALS IN | $2.0M |
ESPRESPERION THERAPEUTICS INC NE | $2.0M |
VEEVVEEVA SYS INC | $2.0M |
WVEWAVE LIFE SCIENCES LTD | $2.0M |
AURAAURA BIOSCIENCES INC | $1.0M |
MASS908 DEVICES INC | $1.0M |
ABSIABSCI CORPORATION | $1.0M |
COGTCOGENT BIOSCIENCES INC | $1.0M |
RYAAYRYANAIR HOLDINGS PLC | $1.0M |
NXPINXP SEMICONDUCTORS N V | $1.0M |
TECHBIO-TECHNE CORP | $1.0M |
QTTBQ32 BIO INC | $1.0M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
TXNTEXAS INSTRS INC | $1.0M |
LULULULULEMON ATHLETICA INC | $1.0M |
QCOMQUALCOMM INC | $1.0M |
ALLKGUSDALLAKOS INC | $1.0M |
SRPTSAREPTA THERAPEUTICS INC | $1.0M |
NSYNICE LTD | $952K |
KROSKEROS THERAPEUTICS INC | $927K |
KURAKURA ONCOLOGY INC | $862K |
CYTKCYTOKINETICS INC | $784K |
FDMT4D MOLECULAR THERAPEUTICS IN | $768K |
TKNOALPHA TEKNOVA INC | $728K |
—OMEGA THERAPEUTICS INC | $717K |
CDXSCODEXIS INC | $620K |
CDNSCADENCE DESIGN SYSTEM INC | $596K |
FIVNFIVE9 INC | $445K |
BALLBALL CORP | $390K |
—METALS ACQUISITION LIMITED | $355K |
SUZSUZANO S A | $345K |
APDAIR PRODS & CHEMS INC | $328K |
INTCINTEL CORP | $319K |
NVDANVIDIA CORPORATION | $300K |
CCKCROWN HLDGS INC | $298K |
CNMCORE & MAIN INC | $267K |
AMBPARDAGH METAL PACKAGING S A | $228K |
ATKRATKORE INC | $215K |
ALSNALLISON TRANSMISSION HLDGS I | $206K |
EROERO COPPER CORP | $198K |
FCXFREEPORT-MCMORAN INC | $183K |
CTVACORTEVA INC | $180K |
CHTRCHARTER COMMUNICATIONS INC N | $177K |
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