PLATINUM INVESTMENT MANAGEMENT LTD Q3 2021 Filing
Filed November 9, 2021
Portfolio Value
$3.6T
Holdings
146
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 15,866,154 | $486.5B | 13.70% | |
| 2 | CLVTRIP COM GROUP LTD | 10,374,270 | $319.0B | 8.98% | |
| 3 | MCHPMICROCHIP TECHNOLOGY INC. | 1,965,968 | $301.8B | 8.50% | |
| 4 | MUMICRON TECHNOLOGY INC | 3,504,582 | $248.8B | 7.00% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 1,088,648 | $161.2B | 4.54% | |
| 6 | MOSMOSAIC CO NEW | 3,839,303 | $137.1B | 3.86% | |
| 7 | ABXBARRICK GOLD CORP | 7,137,871 | $128.8B | 3.63% | |
| 8 | GILDGILEAD SCIENCES INC | 1,458,730 | $101.9B | 2.87% | |
| 9 | GEGENERAL ELECTRIC CO | 940,067 | $96.9B | 2.73% | |
| 10 | BKNGBOOKING HOLDINGS INC | 37,356 | $88.7B | 2.50% | |
| 11 | ICEINTERCONTINENTAL EXCHANGE IN | 750,770 | $86.2B | 2.43% | |
| 12 | LPXLOUISIANA PAC CORP | 1,359,426 | $83.4B | 2.35% | |
| 13 | LRCXEURLAM RESEARCH CORP | 133,951 | $76.2B | 2.15% | |
| 14 | METAFACEBOOK INC | 210,996 | $71.6B | 2.02% | |
| 15 | HTHTHUAZHU GROUP LTD | 1,519,462 | $69.7B | 1.96% | |
| 16 | CIENCIENA CORP | 1,352,330 | $69.4B | 1.96% | |
| 17 | AWMSKYWORKS SOLUTIONS INC | 398,864 | $65.7B | 1.85% | |
| 18 | NOAHNOAH HLDGS LTD | 1,764,939 | $65.5B | 1.85% | |
| 19 | GOOGALPHABET INC | 23,679 | $63.1B | 1.78% | |
| 20 | EFXEQUIFAX INC | 186,515 | $47.3B | 1.33% | |
| 21 | FCXFREEPORT-MCMORAN INC | 1,243,887 | $40.5B | 1.14% | |
| 22 | JDJD.COM INC | 522,239 | $37.7B | 1.06% | |
| 23 | ALLYALLY FINL INC | 645,162 | $32.9B | 0.93% | |
| 24 | GOOGLALPHABET INC | 11,247 | $30.1B | 0.85% | |
| 25 | IDYAIDEAYA BIOSCIENCES INC | 1,151,998 | $29.4B | 0.83% | |
| 26 | QTRXQUANTERIX CORP | 514,488 | $25.6B | 0.72% | |
| 27 | —ICOSAVAX INC | 786,575 | $23.3B | 0.66% | |
| 28 | —BTRS HOLDINGS INC | 2,031,892 | $21.6B | 0.61% | |
| 29 | —CENTOGENE N V | 1,923,085 | $21.2B | 0.60% | |
| 30 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,066,285 | $21.2B | 0.60% | |
| 31 | FDXFEDEX CORP | 94,276 | $20.7B | 0.58% | |
| 32 | ESPRESPERION THERAPEUTICS INC NE | 1,713,176 | $20.6B | 0.58% | |
| 33 | SIL1EURSILVERCREST METALS INC | 2,804,448 | $19.6B | 0.55% | |
| 34 | HCCWARRIOR MET COAL INC | 795,295 | $18.5B | 0.52% | |
| 35 | —GENETRON HLDGS LTD | 1,243,816 | $17.2B | 0.49% | |
| 36 | RXRXRECURSION PHARMACEUTICALS IN | 661,703 | $15.2B | 0.43% | |
| 37 | TALTAL EDUCATION GROUP | 3,063,279 | $14.8B | 0.42% | |
| 38 | NSTGEURNANOSTRING TECHNOLOGIES INC | 280,671 | $13.5B | 0.38% | |
| 39 | XYZSQUARE INC | 53,422 | $12.8B | 0.36% | |
| 40 | SUZSUZANO S A | 1,241,314 | $12.4B | 0.35% | |
| 41 | ULTAULTA BEAUTY INC | 33,358 | $12.0B | 0.34% | |
| 42 | —PROMETHEUS BIOSCIENCES INC | 502,520 | $11.9B | 0.34% | |
| 43 | PLNTPLANET FITNESS INC | 132,486 | $10.4B | 0.29% | |
| 44 | —EPIZYME INC | 1,903,893 | $9.7B | 0.27% | |
| 45 | —FS DEVELOPMENT CORP II | 965,950 | $9.6B | 0.27% | |
| 46 | —OMEGA THERAPEUTICS INC | 500,000 | $9.4B | 0.27% | |
| 47 | CHRSCOHERUS BIOSCIENCES INC | 575,510 | $9.2B | 0.26% | |
| 48 | COGTCOGENT BIOSCIENCES INC | 982,298 | $8.3B | 0.23% | |
| 49 | FXLVF45 TRAINING HLDGS INC | 550,000 | $8.2B | 0.23% | |
| 50 | MSFTMICROSOFT CORP | 28,431 | $8.0B | 0.23% | |
| 51 | BDQMALBIREO PHARMA INC | 245,381 | $7.7B | 0.22% | |
| 52 | ACIUAC IMMUNE SA | 1,062,462 | $7.1B | 0.20% | |
| 53 | 8INSYNEOS HEALTH INC | 80,841 | $7.1B | 0.20% | |
| 54 | PACBPACIFIC BIOSCIENCES CALIF IN | 261,242 | $6.7B | 0.19% | |
| 55 | YUMCYUM CHINA HLDGS INC | 109,179 | $6.3B | 0.18% | |
| 56 | RBLXROBLOX CORP | 83,344 | $6.3B | 0.18% | |
| 57 | LYBLYONDELLBASELL INDUSTRIES N | 66,802 | $6.3B | 0.18% | |
| 58 | HCMHUTCHMED CHINA LTD | 158,054 | $5.8B | 0.16% | |
| 59 | ASMBASSEMBLY BIOSCIENCES INC | 1,653,009 | $5.8B | 0.16% | |
| 60 | CTMXCYTOMX THERAPEUTICS INC | 1,078,103 | $5.5B | 0.15% | |
| 61 | XGNEXAGEN INC | 400,000 | $5.4B | 0.15% | |
| 62 | LPTXEURLEAP THERAPEUTICS INC | 1,327,952 | $5.3B | 0.15% | |
| 63 | PIRSPIERIS PHARMACEUTICALS INC | 1,028,322 | $5.3B | 0.15% | |
| 64 | MRUSMERUS N V | 240,037 | $5.3B | 0.15% | |
| 65 | BUWABIO RAD LABS INC | 6,485 | $4.8B | 0.14% | |
| 66 | IMVTIMMUNOVANT INC | 555,065 | $4.8B | 0.14% | |
| 67 | CLFCLEVELAND-CLIFFS INC NEW | 242,246 | $4.8B | 0.14% | |
| 68 | JTKWYJUST EAT TAKEAWAY COM N V | 319,228 | $4.6B | 0.13% | |
| 69 | —ZYMEWORKS INC | 155,412 | $4.5B | 0.13% | |
| 70 | —MYOVANT SCIENCES LTD | 195,211 | $4.4B | 0.12% | |
| 71 | IMTXIMMATICS N.V | 332,356 | $4.3B | 0.12% | |
| 72 | PRTAPROTHENA CORP PLC | 60,512 | $4.3B | 0.12% | |
| 73 | FULCFULCRUM THERAPEUTICS INC | 152,186 | $4.3B | 0.12% | |
| 74 | —ONECONNECT FINL TECHNOLOGY C | 1,000,847 | $4.1B | 0.12% | |
| 75 | ZLABZAI LAB LTD | 38,170 | $4.0B | 0.11% | |
| 76 | WVEWAVE LIFE SCIENCES LTD | 776,121 | $3.8B | 0.11% | |
| 77 | TKNOALPHA TEKNOVA INC | 150,000 | $3.7B | 0.11% | |
| 78 | —MEDALLIA INC | 109,307 | $3.7B | 0.10% | |
| 79 | HOWLWEREWOLF THERAPEUTICS INC | 213,381 | $3.7B | 0.10% | |
| 80 | INBXUSDINHIBRX INC | 103,583 | $3.5B | 0.10% | |
| 81 | ABSIABSCI CORPORATION | 287,560 | $3.3B | 0.09% | |
| 82 | MASS908 DEVICES INC | 100,961 | $3.3B | 0.09% | |
| 83 | ADIANALOG DEVICES INC | 18,145 | $3.0B | 0.09% | |
| 84 | PYPLPAYPAL HLDGS INC | 11,543 | $3.0B | 0.08% | |
| 85 | USX1UNITED STATES STL CORP NEW | 136,600 | $3.0B | 0.08% | |
| 86 | 2L9BLUEPRINT MEDICINES CORP | 27,121 | $2.8B | 0.08% | |
| 87 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 81,894 | $2.8B | 0.08% | |
| 88 | OVIDOVID THERAPEUTICS INC | 766,901 | $2.6B | 0.07% | |
| 89 | CVNACARVANA CO | 8,316 | $2.5B | 0.07% | |
| 90 | BCELATRECA INC | 398,541 | $2.5B | 0.07% | |
| 91 | ORTXUSDORCHARD THERAPEUTICS PLC | 1,078,315 | $2.5B | 0.07% | |
| 92 | ALKSALKERMES PLC | 80,185 | $2.5B | 0.07% | |
| 93 | XLRNACCELERON PHARMA INC | 13,872 | $2.4B | 0.07% | |
| 94 | —MAGENTA THERAPEUTICS INC | 320,698 | $2.3B | 0.07% | |
| 95 | RNAAVIDITY BIOSCIENCES INC | 94,496 | $2.3B | 0.07% | |
| 96 | ORCLORACLE CORP | 25,213 | $2.2B | 0.06% | |
| 97 | YMMFULL TRUCK ALLIANCE CO LTD | 141,924 | $2.2B | 0.06% | |
| 98 | RCUSARCUS BIOSCIENCES INC | 61,780 | $2.2B | 0.06% | |
| 99 | BNTXBIONTECH SE | 7,492 | $2.0B | 0.06% | |
| 100 | GBYSANGAMO THERAPEUTICS INC | 218,336 | $2.0B | 0.06% |
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