PLATINUM INVESTMENT MANAGEMENT LTD Q3 2020 Filing

Filed November 13, 2020

Portfolio Value

$4.0B

Holdings

147

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
BKNGBOOKING HOLDINGS INC
$254.4M
BABAALIBABA GROUP HLDG LTD
$247.5M
MCHPMICROCHIP TECHNOLOGY INC.
$232.0M
CLVTRIP COM GROUP LTD
$228.2M
GEGENERAL ELECTRIC CO
$215.2M
MUMICRON TECHNOLOGY INC
$214.7M
ZTOZTO EXPRESS CAYMAN INC
$204.8M
FDXFEDEX CORP
$181.7M
METAFACEBOOK INC
$175.5M
ALLYALLY FINL INC
$171.6M
ABXBARRICK GOLD CORP
$169.1M
HTHTHUAZHU GROUP LTD
$138.1M
GOOGALPHABET INC
$125.3M
AWMSKYWORKS SOLUTIONS INC
$123.6M
GILDGILEAD SCIENCES INC
$102.9M
YUMCYUM CHINA HLDGS INC
$85.4M
CARRCARRIER GLOBAL CORPORATION
$79.8M
FCXFREEPORT-MCMORAN INC
$72.9M
LRCXEURLAM RESEARCH CORP
$68.7M
MLCOMELCO RESORTS AND ENTMNT LTD
$57.7M
MEDALLIA INC
$55.7M
GOOGLALPHABET INC
$50.0M
NOAHNOAH HLDGS LTD
$49.2M
AEOAMERICAN EAGLE OUTFITTERS IN
$47.3M
GOGLGOLDEN OCEAN GROUP LTD
$45.8M
MTNVAIL RESORTS INC
$44.7M
JDJD.COM INC
$36.6M
FTITECHNIPFMC PLC
$35.9M
MOMOUSDMOMO INC
$34.5M
ESPRESPERION THERAPEUTICS INC NE
$32.2M
EFXEQUIFAX INC
$28.8M
BLUEBLUEBIRD BIO INC
$27.4M
ONECONNECT FINL TECHNOLOGY C
$27.2M
STLDSTEEL DYNAMICS INC
$25.4M
BNTXBIONTECH SE
$21.3M
AMBAAMBARELLA INC
$20.1M
WABWABTEC
$16.1M
CVNACARVANA CO
$15.9M
INTCINTEL CORP
$14.8M
HCCWARRIOR MET COAL INC
$13.8M
PLNTPLANET FITNESS INC
$12.5M
ULTAULTA BEAUTY INC
$12.0M
QTRXQUANTERIX CORP
$11.4M
GOOSCANADA GOOSE HLDGS INC
$10.5M
INFOIHS MARKIT LTD
$9.8M
LPXLOUISIANA PAC CORP
$7.9M
FUNCEDAR FAIR L P
$7.3M
SIXEURSIX FLAGS ENTMT CORP NEW
$7.2M
PACBPACIFIC BIOSCIENCES CALIF IN
$6.9M
KSSKOHLS CORP
$6.7M
SIGSIGNET JEWELERS LIMITED
$6.6M
KTBKONTOOR BRANDS INC
$6.3M
QIWQIWI PLC
$6.1M
PRKSSEAWORLD ENTMT INC
$5.9M
ZLABZAI LAB LTD
$5.7M
WHWYNDHAM HOTELS & RESORTS INC
$5.4M
MSFTMICROSOFT CORP
$5.3M
GENETRON HLDGS LTD
$4.5M
WOOFOOT LOCKER INC
$4.4M
JNJJOHNSON & JOHNSON
$3.8M
ASMBASSEMBLY BIOSCIENCES INC
$3.7M
2L9BLUEPRINT MEDICINES CORP
$3.7M
CENTOGENE N V
$3.5M
MYOVMYOVANT SCIENCES LTD
$3.5M
CVACCUREVAC N V
$3.2M
NSTGEURNANOSTRING TECHNOLOGIES INC
$3.1M
HCMHUTCHISON CHINA MEDITECH LTD
$2.7M
ALKSALKERMES PLC
$2.7M
CHRSCOHERUS BIOSCIENCES INC
$2.6M
PYPLPAYPAL HLDGS INC
$2.6M
DNLIDENALI THERAPEUTICS INC
$2.5M
PKNPERKINELMER INC
$2.5M
ZYMEWORKS INC
$2.4M
IMTXIMMATICS N.V
$2.4M
IDYAIDEAYA BIOSCIENCES INC
$2.4M
AGIOAGIOS PHARMACEUTICALS INC
$2.4M
MRUSMERUS N V
$2.3M
CAHCARDINAL HEALTH INC
$2.1M
MERSANA THERAPEUTICS INC
$2.1M
GBYSANGAMO THERAPEUTICS INC
$2.1M
ADIANALOG DEVICES INC
$2.0M
ORCLORACLE CORP
$1.9M
LIVNLIVANOVA PLC
$1.9M
WVEWAVE LIFE SCIENCES LTD
$1.8M
ORTXUSDORCHARD THERAPEUTICS PLC
$1.7M
BCELATRECA INC
$1.7M
MGTAMAGENTA THERAPEUTICS INC
$1.6M
BCRXBIOCRYST PHARMACEUTICALS INC
$1.6M
XLRNACCELERON PHARMA INC
$1.6M
FIVE PRIME THERAPEUTICS INC
$1.5M
RCUSARCUS BIOSCIENCES INC
$1.5M
AAPLAPPLE INC
$1.5M
ADPTADAPTIVE BIOTECHNOLOGIES COR
$1.5M
CSCOCISCO SYS INC
$1.4M
ROKUROKU INC
$1.4M
INBXUSDINHIBRX INC
$1.4M
OVIDOVID THERAPEUTICS INC
$1.3M
CTMXCYTOMX THERAPEUTICS INC
$1.3M
MRNAMODERNA INC
$1.3M
NTLAINTELLIA THERAPEUTICS INC
$1.3M
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