PLATINUM INVESTMENT MANAGEMENT LTD Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$4.3T
Holdings
78
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 1,733,382 | $315.6B | 7.36% | |
| 2 | PYPLPAYPAL HLDGS INC | 6,856,600 | $280.9B | 6.55% | |
| 3 | CSCOCISCO SYS INC | 8,254,486 | $261.8B | 6.11% | |
| 4 | CCLCARNIVAL CORP | 4,901,781 | $239.3B | 5.58% | |
| 5 | —SINA CORP | 3,103,014 | $229.1B | 5.35% | |
| 6 | GOOGALPHABET INC | 262,967 | $204.4B | 4.77% | |
| 7 | —LEVEL 3 COMMUNICATIONS INC | 4,134,738 | $191.8B | 4.47% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 1,660,432 | $175.7B | 4.10% | |
| 9 | —STILLWATER MNG CO | 13,010,129 | $173.8B | 4.06% | |
| 10 | WUBAUSD58 COM INC | 3,639,402 | $173.5B | 4.05% | |
| 11 | WYNNWYNN RESORTS LTD | 1,712,730 | $166.9B | 3.89% | |
| 12 | INTCINTEL CORP | 4,326,951 | $163.3B | 3.81% | |
| 13 | GOOGLALPHABET INC | 191,622 | $154.1B | 3.60% | |
| 14 | —NIELSEN HLDGS PLC | 2,874,664 | $154.0B | 3.59% | |
| 15 | ORCLORACLE CORP | 3,736,100 | $146.8B | 3.42% | |
| 16 | MCDMCDONALDS CORP | 998,000 | $115.1B | 2.69% | |
| 17 | KOCOCA COLA CO | 2,582,833 | $109.3B | 2.55% | |
| 18 | AWMSKYWORKS SOLUTIONS INC | 1,294,760 | $98.6B | 2.30% | |
| 19 | GILDGILEAD SCIENCES INC | 1,214,530 | $96.1B | 2.24% | |
| 20 | JDJD COM INC | 3,648,342 | $95.2B | 2.22% | |
| 21 | MTGMGIC INVT CORP WIS | 8,795,975 | $70.4B | 1.64% | |
| 22 | SLBSCHLUMBERGER LTD | 829,500 | $65.2B | 1.52% | |
| 23 | JNJJOHNSON & JOHNSON | 530,500 | $62.7B | 1.46% | |
| 24 | QIWQIWI PLC | 4,167,617 | $61.0B | 1.42% | |
| 25 | GDXVANECK VECTORS ETF TR | 2,305,400 | $60.9B | 1.42% | |
| 26 | EBAEBAY INC | 1,812,935 | $59.6B | 1.39% | |
| 27 | —TRINA SOLAR LIMITED | 5,519,969 | $56.5B | 1.32% | |
| 28 | QGENQIAGEN NV | 1,471,580 | $40.4B | 0.94% | |
| 29 | —FMC TECHNOLOGIES INC | 1,275,300 | $37.8B | 0.88% | |
| 30 | CALYCALLAWAY GOLF CO | 1,937,500 | $22.5B | 0.52% | |
| 31 | TIFEURTIFFANY & CO NEW | 296,000 | $21.5B | 0.50% | |
| 32 | WBWEIBO CORP | 425,883 | $21.4B | 0.50% | |
| 33 | —IHS MARKIT LTD | 545,300 | $20.5B | 0.48% | |
| 34 | FMXFOMENTO ECONOMICO MEXICANO S | 200,000 | $18.4B | 0.43% | |
| 35 | TWXCHFTIME WARNER INC | 229,666 | $18.3B | 0.43% | |
| 36 | ABXBARRICK GOLD CORP | 586,595 | $10.4B | 0.24% | |
| 37 | SKAASKECHERS U S A INC | 400,000 | $9.2B | 0.21% | |
| 38 | CRUSCIRRUS LOGIC INC | 167,000 | $8.9B | 0.21% | |
| 39 | —YANDEX NV | 278,100 | $5.9B | 0.14% | |
| 40 | NEMNEWMONT MINING CORP | 101,000 | $4.0B | 0.09% | |
| 41 | AAPLAPPLE INC | 33,700 | $3.8B | 0.09% | |
| 42 | PKNPERKINELMER INC | 53,700 | $3.0B | 0.07% | |
| 43 | —FOUNDATION MEDICINE INC | 128,000 | $3.0B | 0.07% | |
| 44 | AERIEURAERIE PHARMACEUTICALS INC | 79,000 | $3.0B | 0.07% | |
| 45 | INFNEURINFINERA CORPORATION | 329,800 | $3.0B | 0.07% | |
| 46 | INCYINCYTE CORP | 30,864 | $2.9B | 0.07% | |
| 47 | MUMICRON TECHNOLOGY INC | 161,700 | $2.9B | 0.07% | |
| 48 | TEVATEVA PHARMACEUTICAL INDS LTD | 62,200 | $2.9B | 0.07% | |
| 49 | CIENCIENA CORP | 128,900 | $2.8B | 0.07% | |
| 50 | PRTAPROTHENA CORP PLC | 45,100 | $2.7B | 0.06% | |
| 51 | SGENEURSEATTLE GENETICS INC | 49,100 | $2.7B | 0.06% | |
| 52 | IRWDIRONWOOD PHARMACEUTICALS INC | 153,600 | $2.4B | 0.06% | |
| 53 | —ARIAD PHARMACEUTICALS INC | 164,700 | $2.3B | 0.05% | |
| 54 | ICLRICON PLC | 28,500 | $2.2B | 0.05% | |
| 55 | AGIOAGIOS PHARMACEUTICALS INC | 41,600 | $2.2B | 0.05% | |
| 56 | BKRBAKER HUGHES INC | 43,400 | $2.2B | 0.05% | |
| 57 | GRPNCHFGROUPON INC | 407,000 | $2.1B | 0.05% | |
| 58 | MRUSMERUS N V | 111,519 | $1.9B | 0.04% | |
| 59 | —CONFORMIS INC | 182,056 | $1.8B | 0.04% | |
| 60 | PFEPFIZER INC | 47,610 | $1.6B | 0.04% | |
| 61 | NSTGEURNANOSTRING TECHNOLOGIES INC | 74,300 | $1.5B | 0.03% | |
| 62 | LIVNLIVANOVA PLC | 23,982 | $1.4B | 0.03% | |
| 63 | BMRNBIOMARIN PHARMACEUTICAL INC | 13,820 | $1.3B | 0.03% | |
| 64 | BIIBBIOGEN INC | 4,000 | $1.3B | 0.03% | |
| 65 | ACADACADIA PHARMACEUTICALS INC | 38,300 | $1.2B | 0.03% | |
| 66 | MRKMERCK & CO INC | 18,800 | $1.2B | 0.03% | |
| 67 | —DERMIRA INC | 29,200 | $987.0M | 0.02% | |
| 68 | UTXZUNITED TECHNOLOGIES CORP | 8,000 | $812.0M | 0.02% | |
| 69 | —CEMPRA INC | 32,500 | $786.0M | 0.02% | |
| 70 | INFIQINFINITY PHARMACEUTICALS INC | 498,232 | $777.0M | 0.02% | |
| 71 | VECOVEECO INSTRS INC DEL | 25,000 | $490.0M | 0.01% | |
| 72 | VRSNVERISIGN INC | 5,600 | $438.0M | 0.01% | |
| 73 | NXPINXP SEMICONDUCTORS N V | 3,500 | $357.0M | 0.01% | |
| 74 | ATHMAUTOHOME INC | 14,000 | $339.0M | 0.01% | |
| 75 | METAFACEBOOK INC | 1,940 | $248.0M | 0.01% | |
| 76 | IMGNEURIMMUNOGEN INC | 90,600 | $242.0M | 0.01% | |
| 77 | —AMEC FOSTER WHEELER PLC | 29,908 | $222.0M | 0.01% | |
| 78 | DELLDELL TECHNOLOGIES INC | 4,235 | $202.0M | 0.00% |