PLATINUM INVESTMENT MANAGEMENT LTD Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$4.0T
Holdings
75
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,407,045 | $415.7B | 10.51% | |
| 2 | —SINA CORP | 2,899,151 | $332.4B | 8.40% | |
| 3 | WUBAUSD58 COM INC | 3,816,181 | $241.0B | 6.09% | |
| 4 | ORCLORACLE CORP | 4,975,500 | $240.6B | 6.08% | |
| 5 | GILDGILEAD SCIENCES INC | 2,899,630 | $234.9B | 5.94% | |
| 6 | FTITECHNIPFMC PLC | 7,899,200 | $220.5B | 5.57% | |
| 7 | GOOGALPHABET INC | 219,531 | $210.6B | 5.32% | |
| 8 | WYNNWYNN RESORTS LTD | 1,364,830 | $203.3B | 5.14% | |
| 9 | PYPLPAYPAL HLDGS INC | 3,048,368 | $195.2B | 4.93% | |
| 10 | BIDUNBAIDU INC | 707,780 | $175.3B | 4.43% | |
| 11 | GOOGLALPHABET INC | 178,702 | $174.0B | 4.40% | |
| 12 | —NIELSEN HLDGS PLC | 2,893,140 | $119.9B | 3.03% | |
| 13 | KOCOCA COLA CO | 2,642,733 | $118.9B | 3.01% | |
| 14 | AWMSKYWORKS SOLUTIONS INC | 1,108,860 | $113.0B | 2.86% | |
| 15 | SLBSCHLUMBERGER LTD | 1,548,700 | $108.0B | 2.73% | |
| 16 | —Bitauto Hlds Ltd | 1,955,658 | $87.4B | 2.21% | |
| 17 | JLLJONES LANG LASALLE INC | 634,613 | $78.4B | 1.98% | |
| 18 | BTUPEABODY ENERGY CORP NEW | 2,611,699 | $75.8B | 1.92% | |
| 19 | JDJD COM INC | 1,867,812 | $71.3B | 1.80% | |
| 20 | INTCINTEL CORP | 1,795,231 | $68.4B | 1.73% | |
| 21 | HN9HANESBRANDS INC | 2,090,600 | $51.5B | 1.30% | |
| 22 | EFXEQUIFAX INC | 464,100 | $49.2B | 1.24% | |
| 23 | MLCOMELCO RESORT ENTERTAINMENT L | 1,931,470 | $46.6B | 1.18% | |
| 24 | HFCUSDHOLLYFRONTIER CORP | 993,600 | $35.7B | 0.90% | |
| 25 | —QIAGEN NV | 1,108,060 | $34.9B | 0.88% | |
| 26 | WBWEIBO CORP | 328,026 | $32.5B | 0.82% | |
| 27 | ALLYALLY FINL INC | 1,025,400 | $24.9B | 0.63% | |
| 28 | QIWQIWI PLC | 1,443,139 | $24.4B | 0.62% | |
| 29 | CALYCALLAWAY GOLF CO | 1,575,000 | $22.7B | 0.57% | |
| 30 | —IHS MARKIT LTD | 505,500 | $22.3B | 0.56% | |
| 31 | —LEVEL 3 COMMUNICATIONS INC COM | 288,500 | $15.4B | 0.39% | |
| 32 | GILGILDAN ACTIVEWEAR INC | 472,800 | $14.8B | 0.37% | |
| 33 | CCLCARNIVAL CORP | 159,955 | $10.3B | 0.26% | |
| 34 | ABXBARRICK GOLD CORP | 586,595 | $9.4B | 0.24% | |
| 35 | NBISYANDEX N V | 161,500 | $5.3B | 0.13% | |
| 36 | JNJJOHNSON & JOHNSON | 32,800 | $4.3B | 0.11% | |
| 37 | PRTAPROTHENA CORP PLC | 62,000 | $4.0B | 0.10% | |
| 38 | NEMNEWMONT MINING CORP | 101,000 | $3.8B | 0.10% | |
| 39 | AAPLAPPLE INC | 23,700 | $3.7B | 0.09% | |
| 40 | —FOUNDATION MEDICINE INC | 90,700 | $3.6B | 0.09% | |
| 41 | PKNPERKINELMER INC | 43,000 | $3.0B | 0.07% | |
| 42 | INFNEURINFINERA CORPORATION | 329,800 | $2.9B | 0.07% | |
| 43 | —DERMIRA INC | 92,400 | $2.5B | 0.06% | |
| 44 | AGIOAGIOS PHARMACEUTICALS INC | 35,800 | $2.4B | 0.06% | |
| 45 | LIVNLIVANOVA PLC | 33,782 | $2.4B | 0.06% | |
| 46 | ICLRICON PLC | 19,500 | $2.2B | 0.06% | |
| 47 | SGENEURSEATTLE GENETICS INC | 40,500 | $2.2B | 0.06% | |
| 48 | XLRNACCELERON PHARMA INC | 58,500 | $2.2B | 0.06% | |
| 49 | GRPNCHFGROUPON INC | 407,000 | $2.1B | 0.05% | |
| 50 | MRUSMERUS N V | 102,219 | $2.0B | 0.05% | |
| 51 | NSTGEURNANOSTRING TECHNOLOGIES INC | 121,000 | $2.0B | 0.05% | |
| 52 | INFIQINFINITY PHARMACEUTICALS INC | 1,411,832 | $1.9B | 0.05% | |
| 53 | AERIEURAERIE PHARMACEUTICALS INC | 37,600 | $1.8B | 0.05% | |
| 54 | MSFTMICROSOFT CORP | 23,200 | $1.7B | 0.04% | |
| 55 | PFEPFIZER INC | 47,610 | $1.7B | 0.04% | |
| 56 | IRWDIRONWOOD PHARMACEUTICALS INC | 104,500 | $1.6B | 0.04% | |
| 57 | INCYINCYTE CORP | 13,464 | $1.6B | 0.04% | |
| 58 | EBAEBAY INC | 40,000 | $1.5B | 0.04% | |
| 59 | CHRSCOHERUS BIOSCIENCES INC | 109,200 | $1.5B | 0.04% | |
| 60 | BMRNBIOMARIN PHARMACEUTICAL INC | 13,820 | $1.3B | 0.03% | |
| 61 | ACADACADIA PHARMACEUTICALS INC | 32,300 | $1.2B | 0.03% | |
| 62 | MRKMERCK & CO INC | 18,800 | $1.2B | 0.03% | |
| 63 | CSCOCISCO SYS INC | 35,700 | $1.2B | 0.03% | |
| 64 | —CONFORMIS INC | 335,156 | $1.2B | 0.03% | |
| 65 | NXPINXP SEMICONDUCTORS N V | 9,500 | $1.1B | 0.03% | |
| 66 | MUMICRON TECHNOLOGY INC | 24,000 | $943.0M | 0.02% | |
| 67 | UTXZUNITED TECHNOLOGIES CORP | 8,000 | $928.0M | 0.02% | |
| 68 | —FIVE PRIME THERAPEUTICS INC | 20,800 | $850.0M | 0.02% | |
| 69 | XLNXEURXILINX INC | 11,200 | $793.0M | 0.02% | |
| 70 | TWXCHFTIME WARNER INC | 7,421 | $760.0M | 0.02% | |
| 71 | VRSNVERISIGN INC | 5,600 | $595.0M | 0.02% | |
| 72 | LRCXEURLAM RESEARCH CORP | 2,200 | $407.0M | 0.01% | |
| 73 | LBTYBLIBERTY GLOBAL PLC | 10,800 | $366.0M | 0.01% | |
| 74 | METAFACEBOOK INC | 1,940 | $331.0M | 0.01% | |
| 75 | —AMEC FOSTER WHEELER PLC | 29,908 | $202.0M | 0.01% |