PLATINUM INVESTMENT MANAGEMENT LTD Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.4T
Holdings
131
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 15,914,881 | $382.4B | 15.97% | |
| 2 | MCHPMICROCHIP TECHNOLOGY INC. | 4,018,598 | $245.3B | 10.24% | |
| 3 | CLVTRIP COM GROUP LTD | 6,550,870 | $178.9B | 7.47% | |
| 4 | MOSMOSAIC CO NEW | 2,842,540 | $137.4B | 5.74% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 1,423,374 | $113.9B | 4.75% | |
| 6 | SUSUNCOR ENERGY INC NEW | 4,016,785 | $113.8B | 4.75% | |
| 7 | MUMICRON TECHNOLOGY INC | 1,693,702 | $84.9B | 3.54% | |
| 8 | BKNGBOOKING HOLDINGS INC | 50,492 | $83.0B | 3.46% | |
| 9 | ICEINTERCONTINENTAL EXCHANGE IN | 915,701 | $82.7B | 3.45% | |
| 10 | GEGENERAL ELECTRIC CO | 919,668 | $56.9B | 2.38% | |
| 11 | SLBSCHLUMBERGER LTD | 1,568,350 | $56.3B | 2.35% | |
| 12 | CIENCIENA CORP | 1,249,966 | $50.5B | 2.11% | |
| 13 | GILDGILEAD SCIENCES INC | 796,837 | $49.2B | 2.05% | |
| 14 | HTHTH WORLD GROUP LTD | 1,369,043 | $45.9B | 1.92% | |
| 15 | METAMETA PLATFORMS INC | 283,034 | $38.4B | 1.60% | |
| 16 | SUZSUZANO S A | 4,245,182 | $35.0B | 1.46% | |
| 17 | NOAHNOAH HLDGS LTD | 2,465,977 | $32.6B | 1.36% | |
| 18 | JDJD.COM INC | 584,186 | $29.4B | 1.23% | |
| 19 | FCXFREEPORT-MCMORAN INC | 1,047,983 | $28.6B | 1.20% | |
| 20 | DDLDINGDONG CAYMAN LTD | 7,952,801 | $28.3B | 1.18% | |
| 21 | —BTRS HOLDINGS INC | 2,994,437 | $27.7B | 1.16% | |
| 22 | EFXEQUIFAX INC | 147,863 | $25.3B | 1.06% | |
| 23 | GOOGALPHABET INC | 256,980 | $24.7B | 1.03% | |
| 24 | LGIHLGI HOMES INC | 301,019 | $24.5B | 1.02% | |
| 25 | RXRXRECURSION PHARMACEUTICALS IN | 2,251,971 | $24.0B | 1.00% | |
| 26 | EXAIEUREXSCIENTIA PLC | 2,811,120 | $23.1B | 0.96% | |
| 27 | —PROMETHEUS BIOSCIENCES INC | 353,356 | $20.9B | 0.87% | |
| 28 | ALLYALLY FINL INC | 644,530 | $17.9B | 0.75% | |
| 29 | LRCXEURLAM RESEARCH CORP | 44,436 | $16.3B | 0.68% | |
| 30 | IDYAIDEAYA BIOSCIENCES INC | 1,011,467 | $15.1B | 0.63% | |
| 31 | YUMCYUM CHINA HLDGS INC | 300,257 | $14.2B | 0.59% | |
| 32 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,066,285 | $13.7B | 0.57% | |
| 33 | QTRXQUANTERIX CORP | 1,155,818 | $12.7B | 0.53% | |
| 34 | TWTRUSDTWITTER INC | 264,933 | $11.6B | 0.48% | |
| 35 | XYZBLOCK INC | 208,377 | $11.5B | 0.48% | |
| 36 | IRENIRIS ENERGY LTD | 2,773,913 | $11.5B | 0.48% | |
| 37 | ULTAULTA BEAUTY INC | 28,358 | $11.4B | 0.47% | |
| 38 | PLNTPLANET FITNESS INC | 189,227 | $10.9B | 0.46% | |
| 39 | GOOGLALPHABET INC | 102,042 | $9.8B | 0.41% | |
| 40 | SIL1EURSILVERCREST METALS INC | 1,762,177 | $9.7B | 0.41% | |
| 41 | ESPRESPERION THERAPEUTICS INC NE | 1,430,001 | $9.6B | 0.40% | |
| 42 | BUWABIO RAD LABS INC | 20,211 | $8.4B | 0.35% | |
| 43 | MASS908 DEVICES INC | 498,041 | $8.2B | 0.34% | |
| 44 | COGTCOGENT BIOSCIENCES INC | 511,390 | $7.6B | 0.32% | |
| 45 | DASHDOORDASH INC | 150,984 | $7.5B | 0.31% | |
| 46 | NSTGEURNANOSTRING TECHNOLOGIES INC | 507,405 | $6.5B | 0.27% | |
| 47 | —ICOSAVAX INC | 1,883,768 | $6.0B | 0.25% | |
| 48 | —MYOVANT SCIENCES LTD | 302,120 | $5.4B | 0.23% | |
| 49 | CHRSCOHERUS BIOSCIENCES INC | 549,899 | $5.3B | 0.22% | |
| 50 | MSFTMICROSOFT CORP | 22,312 | $5.2B | 0.22% | |
| 51 | BDQMALBIREO PHARMA INC | 266,917 | $5.2B | 0.22% | |
| 52 | ZLABZAI LAB LTD | 147,272 | $5.0B | 0.21% | |
| 53 | RBLXROBLOX CORP | 132,222 | $4.7B | 0.20% | |
| 54 | NFLXNETFLIX INC | 18,503 | $4.4B | 0.18% | |
| 55 | IMVTIMMUNOVANT INC | 659,075 | $3.7B | 0.15% | |
| 56 | SIXEURSIX FLAGS ENTMT CORP NEW | 198,629 | $3.5B | 0.15% | |
| 57 | —OMEGA THERAPEUTICS INC | 631,079 | $3.4B | 0.14% | |
| 58 | FXLVF45 TRAINING HLDGS INC | 1,103,358 | $3.4B | 0.14% | |
| 59 | ACIUAC IMMUNE SA | 1,059,462 | $3.3B | 0.14% | |
| 60 | PRTAPROTHENA CORP PLC | 48,914 | $3.0B | 0.12% | |
| 61 | MRUSMERUS N V | 146,264 | $2.9B | 0.12% | |
| 62 | BCRXBIOCRYST PHARMACEUTICALS INC | 221,699 | $2.8B | 0.12% | |
| 63 | —CENTOGENE N V | 2,377,150 | $2.7B | 0.11% | |
| 64 | INBXUSDINHIBRX INC | 146,210 | $2.6B | 0.11% | |
| 65 | IMTXIMMATICS N.V | 257,120 | $2.6B | 0.11% | |
| 66 | ADIANALOG DEVICES INC | 18,145 | $2.5B | 0.11% | |
| 67 | ERICERICSSON | 430,900 | $2.5B | 0.10% | |
| 68 | ASMBASSEMBLY BIOSCIENCES INC | 1,450,328 | $2.4B | 0.10% | |
| 69 | BCBRUNSWICK CORP | 35,178 | $2.3B | 0.10% | |
| 70 | —ZYMEWORKS INC | 373,992 | $2.3B | 0.10% | |
| 71 | AWMSKYWORKS SOLUTIONS INC | 26,457 | $2.3B | 0.09% | |
| 72 | —PARDES BIOSCIENCES INC | 1,215,967 | $2.3B | 0.09% | |
| 73 | —SINGULAR GENOMICS SYSTEMS IN | 881,068 | $2.2B | 0.09% | |
| 74 | 2L9BLUEPRINT MEDICINES CORP | 32,862 | $2.2B | 0.09% | |
| 75 | WVEWAVE LIFE SCIENCES LTD | 598,612 | $2.2B | 0.09% | |
| 76 | HCMHUTCHMED CHINA LTD | 240,391 | $2.1B | 0.09% | |
| 77 | —MERSANA THERAPEUTICS INC | 290,298 | $2.0B | 0.08% | |
| 78 | WDCWESTERN DIGITAL CORP. | 59,988 | $2.0B | 0.08% | |
| 79 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 263,491 | $1.9B | 0.08% | |
| 80 | PYPLPAYPAL HLDGS INC | 20,870 | $1.8B | 0.07% | |
| 81 | CTMXCYTOMX THERAPEUTICS INC | 1,229,545 | $1.8B | 0.07% | |
| 82 | AMATAPPLIED MATLS INC | 21,644 | $1.8B | 0.07% | |
| 83 | ROIVROIVANT SCIENCES LTD | 505,577 | $1.6B | 0.07% | |
| 84 | RCUSARCUS BIOSCIENCES INC | 61,780 | $1.6B | 0.07% | |
| 85 | DNLIDENALI THERAPEUTICS INC | 50,971 | $1.6B | 0.07% | |
| 86 | ALTALTIMMUNE INC | 118,730 | $1.5B | 0.06% | |
| 87 | PIRSPIERIS PHARMACEUTICALS INC | 1,220,798 | $1.4B | 0.06% | |
| 88 | ALECALECTOR INC | 145,840 | $1.4B | 0.06% | |
| 89 | ELUTAZIYO BIOLOGICS INC | 188,181 | $1.4B | 0.06% | |
| 90 | YMMFULL TRUCK ALLIANCE CO LTD | 199,091 | $1.3B | 0.05% | |
| 91 | —AFFIMED N V | 579,131 | $1.2B | 0.05% | |
| 92 | LPTXEURLEAP THERAPEUTICS INC | 1,327,952 | $1.2B | 0.05% | |
| 93 | TKNOALPHA TEKNOVA INC | 337,391 | $1.1B | 0.05% | |
| 94 | TALTAL EDUCATION GROUP | 226,309 | $1.1B | 0.05% | |
| 95 | ABSIABSCI CORPORATION | 317,772 | $995.0M | 0.04% | |
| 96 | XGNEXAGEN INC | 351,071 | $951.0M | 0.04% | |
| 97 | FWONALIBERTY MEDIA CORP DEL | 15,300 | $895.0M | 0.04% | |
| 98 | CSCOCISCO SYS INC | 21,426 | $857.0M | 0.04% | |
| 99 | EBAEBAY INC. | 22,679 | $835.0M | 0.03% | |
| 100 | INFIQINFINITY PHARMACEUTICALS INC | 545,508 | $649.0M | 0.03% |
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