PLATINUM INVESTMENT MANAGEMENT LTD Q3 2023 Filing
Filed November 3, 2023
Portfolio Value
$2.6B
Holdings
144
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
ZTOZTO EXPRESS CAYMAN INC | $346.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $231.6M |
PDDPDD HOLDINGS INC | $145.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $137.7M |
CCOCAMECO CORP | $122.6M |
CLVTRIP COM GROUP LTD | $117.8M |
TRUTRANSUNION | $115.8M |
SLBSCHLUMBERGER LTD | $112.2M |
MUMICRON TECHNOLOGY INC | $107.9M |
CSLCARLISLE COS INC | $83.9M |
VALVALARIS LTD | $74.3M |
BABAALIBABA GROUP HLDG LTD | $68.7M |
NXPINXP SEMICONDUCTORS N V | $62.1M |
GOOGALPHABET INC | $58.9M |
METAMETA PLATFORMS INC | $55.3M |
BAXBAXTER INTL INC | $55.1M |
PBRPETROLEO BRASILEIRO SA PETRO | $52.0M |
SUZSUZANO S A | $49.7M |
MBLYMOBILEYE GLOBAL INC | $41.5M |
NOAHNOAH HLDGS LTD | $32.2M |
RHRH | $25.2M |
STNGSCORPIO TANKERS INC | $24.5M |
—METALS ACQUISITION LIMITED | $24.4M |
IDYAIDEAYA BIOSCIENCES INC | $20.7M |
EXAIEUREXSCIENTIA PLC | $19.9M |
—ICOSAVAX INC | $18.1M |
QTRXQUANTERIX CORP | $17.9M |
RXRXRECURSION PHARMACEUTICALS IN | $17.9M |
DDLDINGDONG CAYMAN LTD | $17.8M |
JDJD.COM INC | $15.9M |
DASHDOORDASH INC | $15.6M |
HTHTH WORLD GROUP LTD | $13.6M |
GOOGLALPHABET INC | $12.9M |
BKNGBOOKING HOLDINGS INC | $12.2M |
XYZBLOCK INC | $11.6M |
IRENIRIS ENERGY LTD | $9.7M |
IMVTIMMUNOVANT INC | $8.7M |
MRNAMODERNA INC | $8.4M |
PLNTPLANET FITNESS INC | $8.2M |
LRCXEURLAM RESEARCH CORP | $8.2M |
ADBEADOBE INC | $7.8M |
BNTXBIONTECH SE | $7.4M |
FCXFREEPORT-MCMORAN INC | $7.4M |
ROIVROIVANT SCIENCES LTD | $7.0M |
JNJJOHNSON & JOHNSON | $6.6M |
MSFTMICROSOFT CORP | $6.5M |
BIIBBIOGEN INC | $6.2M |
APGEAPOGEE THERAPEUTICS INC | $6.0M |
BCYCBICYCLE THERAPEUTICS PLC | $5.7M |
MASS908 DEVICES INC | $5.6M |
—RAYZEBIO INC | $4.9M |
COGTCOGENT BIOSCIENCES INC | $4.6M |
GOSSGOSSAMER BIO INC | $4.5M |
INBXUSDINHIBRX INC | $4.2M |
NSTGEURNANOSTRING TECHNOLOGIES INC | $3.9M |
ACIUAC IMMUNE SA | $3.8M |
RCUSARCUS BIOSCIENCES INC | $3.7M |
SGMTSAGIMET BIOSCIENCES INC | $3.4M |
MRUSMERUS N V | $3.3M |
ALLEALLEGION PLC | $3.3M |
ESPRESPERION THERAPEUTICS INC NE | $3.1M |
MTCHMATCH GROUP INC NEW | $3.1M |
IMTXIMMATICS N.V | $3.1M |
BUWABIO RAD LABS INC | $3.1M |
HCMHUTCHMED CHINA LTD | $3.1M |
AMZNAMAZON COM INC | $2.9M |
VERAVERA THERAPEUTICS INC | $2.7M |
NFLXNETFLIX INC | $2.7M |
GPCRSTRUCTURE THERAPEUTICS INC | $2.6M |
WVEWAVE LIFE SCIENCES LTD | $2.6M |
ARWRARROWHEAD PHARMACEUTICALS IN | $2.6M |
ZYMEZYMEWORKS INC | $2.6M |
ORCLORACLE CORP | $2.6M |
—CENTOGENE N V | $2.5M |
CVACCUREVAC N V | $2.5M |
TKNOALPHA TEKNOVA INC | $2.3M |
TRMDTORM PLC | $2.2M |
CNTACENTESSA PHARMACEUTICALS PLC | $2.2M |
AMATAPPLIED MATLS INC | $2.1M |
PRTAPROTHENA CORP PLC | $2.0M |
—ORCHARD THERAPEUTICS PLC | $1.9M |
—OMEGA THERAPEUTICS INC | $1.9M |
ABSIABSCI CORPORATION | $1.7M |
CIENCIENA CORP | $1.6M |
ERICERICSSON | $1.6M |
ALLKGUSDALLAKOS INC | $1.4M |
SCHWSCHWAB CHARLES CORP | $1.4M |
SRPTSAREPTA THERAPEUTICS INC | $1.2M |
CHWYCHEWY INC | $1.2M |
ADIANALOG DEVICES INC | $1.2M |
RYAAYRYANAIR HOLDINGS PLC | $972K |
FWONALIBERTY MEDIA CORP DEL | $953K |
VEEVVEEVA SYS INC | $715K |
PYPLPAYPAL HLDGS INC | $477K |
CSCOCISCO SYS INC | $453K |
TWLOTWILIO INC | $289K |
CCKCROWN HLDGS INC | $288K |
INTCINTEL CORP | $275K |
NVDANVIDIA CORPORATION | $262K |
2L9BLUEPRINT MEDICINES CORP | $252K |
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