PLATINUM INVESTMENT MANAGEMENT LTD Q3 2024 Filing
Filed November 8, 2024
Portfolio Value
$2.2T
Holdings
122
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 15,557,532 | $385.4B | 17.45% | |
| 2 | TRUTRANSUNION | 1,889,479 | $197.8B | 8.96% | |
| 3 | ICEINTERCONTINENTAL EXCHANGE IN | 962,585 | $154.6B | 7.00% | |
| 4 | PDDPDD HOLDINGS INC | 1,092,662 | $147.3B | 6.67% | |
| 5 | CCOCAMECO CORP | 2,923,463 | $139.6B | 6.32% | |
| 6 | GOOGLALPHABET INC | 641,408 | $106.4B | 4.82% | |
| 7 | CLVTRIP COM GROUP LTD | 1,453,757 | $86.4B | 3.91% | |
| 8 | SLBSCHLUMBERGER LTD | 1,785,365 | $74.9B | 3.39% | |
| 9 | LWLAMB WESTON HLDGS INC | 1,067,229 | $69.1B | 3.13% | |
| 10 | AVGOBROADCOM INC | 387,868 | $66.9B | 3.03% | |
| 11 | BAXBAXTER INTL INC | 1,587,070 | $60.3B | 2.73% | |
| 12 | MCHPMICROCHIP TECHNOLOGY INC. | 717,761 | $57.6B | 2.61% | |
| 13 | MUMICRON TECHNOLOGY INC | 525,741 | $54.5B | 2.47% | |
| 14 | AWMSKYWORKS SOLUTIONS INC | 539,333 | $53.3B | 2.41% | |
| 15 | NSYNICE LTD | 287,678 | $50.0B | 2.26% | |
| 16 | GOOGALPHABET INC | 286,068 | $47.8B | 2.17% | |
| 17 | VALVALARIS LTD | 856,630 | $47.8B | 2.16% | |
| 18 | PBRPETROLEO BRASILEIRO SA PETRO | 2,295,885 | $33.1B | 1.50% | |
| 19 | STNGSCORPIO TANKERS INC | 445,176 | $31.7B | 1.44% | |
| 20 | DDLDINGDONG CAYMAN LTD | 8,558,516 | $30.4B | 1.38% | |
| 21 | NOAHNOAH HLDGS LTD | 2,037,121 | $25.1B | 1.14% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 206,718 | $21.9B | 0.99% | |
| 23 | JDJD.COM INC | 500,318 | $20.0B | 0.91% | |
| 24 | METAMETA PLATFORMS INC | 21,977 | $12.6B | 0.57% | |
| 25 | FLUTFLUTTER ENTMT PLC | 51,000 | $12.1B | 0.55% | |
| 26 | AMZNAMAZON COM INC | 64,315 | $12.0B | 0.54% | |
| 27 | HTHTH WORLD GROUP LTD | 286,153 | $10.6B | 0.48% | |
| 28 | VVISA INC | 35,405 | $9.7B | 0.44% | |
| 29 | ZTSZOETIS INC | 40,000 | $7.8B | 0.35% | |
| 30 | EXAIEUREXSCIENTIA PLC | 1,456,058 | $7.1B | 0.32% | |
| 31 | CNTACENTESSA PHARMACEUTICALS PLC | 429,701 | $6.9B | 0.31% | |
| 32 | APGEAPOGEE THERAPEUTICS INC | 107,694 | $6.3B | 0.29% | |
| 33 | BCYCBICYCLE THERAPEUTICS PLC | 272,149 | $6.2B | 0.28% | |
| 34 | ROIVROIVANT SCIENCES LTD | 528,031 | $6.1B | 0.28% | |
| 35 | VERAVERA THERAPEUTICS INC | 137,389 | $6.1B | 0.27% | |
| 36 | JNJJOHNSON & JOHNSON | 35,942 | $5.8B | 0.26% | |
| 37 | IMVTIMMUNOVANT INC | 192,242 | $5.5B | 0.25% | |
| 38 | ASAMER SPORTS INC | 300,000 | $4.8B | 0.22% | |
| 39 | AAPLAPPLE INC | 20,000 | $4.7B | 0.21% | |
| 40 | IDYAIDEAYA BIOSCIENCES INC | 144,717 | $4.6B | 0.21% | |
| 41 | ADCTADC THERAPEUTICS SA | 1,444,516 | $4.6B | 0.21% | |
| 42 | BIRKBIRKENSTOCK HOLDING PLC | 90,000 | $4.4B | 0.20% | |
| 43 | BKNGBOOKING HOLDINGS INC | 1,000 | $4.2B | 0.19% | |
| 44 | ZYMEZYMEWORKS INC | 327,522 | $4.1B | 0.19% | |
| 45 | MBXMBX BIOSCIENCES INC | 150,000 | $3.9B | 0.18% | |
| 46 | MSFTMICROSOFT CORP | 8,989 | $3.9B | 0.18% | |
| 47 | WVEWAVE LIFE SCIENCES LTD | 461,667 | $3.8B | 0.17% | |
| 48 | CSGPCOSTAR GROUP INC | 50,000 | $3.8B | 0.17% | |
| 49 | ACIUAC IMMUNE SA | 952,069 | $3.6B | 0.16% | |
| 50 | QTRXQUANTERIX CORP | 277,636 | $3.6B | 0.16% | |
| 51 | VEEVVEEVA SYS INC | 17,119 | $3.6B | 0.16% | |
| 52 | GOSSGOSSAMER BIO INC | 3,524,908 | $3.5B | 0.16% | |
| 53 | —LONGBOARD PHARMACEUTICALS IN | 103,858 | $3.5B | 0.16% | |
| 54 | MRUSMERUS N V | 69,085 | $3.5B | 0.16% | |
| 55 | ORCLORACLE CORP | 20,151 | $3.4B | 0.16% | |
| 56 | ADBEADOBE INC | 6,335 | $3.3B | 0.15% | |
| 57 | NFLXNETFLIX INC | 4,421 | $3.1B | 0.14% | |
| 58 | QTTBQ32 BIO INC | 66,801 | $3.0B | 0.13% | |
| 59 | TRMDTORM PLC | 79,199 | $2.7B | 0.12% | |
| 60 | TXNTEXAS INSTRS INC | 12,297 | $2.5B | 0.11% | |
| 61 | ANABANAPTYSBIO INC | 75,292 | $2.5B | 0.11% | |
| 62 | GPCRSTRUCTURE THERAPEUTICS INC | 57,230 | $2.5B | 0.11% | |
| 63 | RCUSARCUS BIOSCIENCES INC | 153,783 | $2.4B | 0.11% | |
| 64 | IMTXIMMATICS N.V | 203,614 | $2.3B | 0.11% | |
| 65 | AMATAPPLIED MATLS INC | 11,271 | $2.3B | 0.10% | |
| 66 | LRCXEURLAM RESEARCH CORP | 2,725 | $2.2B | 0.10% | |
| 67 | ADIANALOG DEVICES INC | 8,314 | $1.9B | 0.09% | |
| 68 | SKYESKYE BIOSCIENCE INC | 485,199 | $1.9B | 0.09% | |
| 69 | ESPRESPERION THERAPEUTICS INC NE | 1,092,862 | $1.8B | 0.08% | |
| 70 | ABSIABSCI CORPORATION | 457,403 | $1.7B | 0.08% | |
| 71 | ARWRARROWHEAD PHARMACEUTICALS IN | 88,425 | $1.7B | 0.08% | |
| 72 | COGTCOGENT BIOSCIENCES INC | 157,851 | $1.7B | 0.08% | |
| 73 | MBLYMOBILEYE GLOBAL INC | 111,659 | $1.5B | 0.07% | |
| 74 | AURAAURA BIOSCIENCES INC | 162,358 | $1.4B | 0.07% | |
| 75 | RXRXRECURSION PHARMACEUTICALS IN | 186,082 | $1.2B | 0.06% | |
| 76 | SNPSSYNOPSYS INC | 2,373 | $1.2B | 0.05% | |
| 77 | KROSKEROS THERAPEUTICS INC | 20,293 | $1.2B | 0.05% | |
| 78 | FDMT4D MOLECULAR THERAPEUTICS IN | 100,863 | $1.1B | 0.05% | |
| 79 | MGTXMEIRAGTX HLDGS PLC | 250,000 | $1.0B | 0.05% | |
| 80 | BIOABIOAGE LABS INC | 50,000 | $1.0B | 0.05% | |
| 81 | CDNSCADENCE DESIGN SYSTEM INC | 3,813 | $1.0B | 0.05% | |
| 82 | SRPTSAREPTA THERAPEUTICS INC | 8,001 | $999.2M | 0.05% | |
| 83 | MASS908 DEVICES INC | 257,423 | $893.3M | 0.04% | |
| 84 | AKXANSYS INC | 2,620 | $834.8M | 0.04% | |
| 85 | KURAKURA ONCOLOGY INC | 41,874 | $818.2M | 0.04% | |
| 86 | NXPINXP SEMICONDUCTORS N V | 3,406 | $817.5M | 0.04% | |
| 87 | ISRGINTUITIVE SURGICAL INC | 1,455 | $714.8M | 0.03% | |
| 88 | ALLKGUSDALLAKOS INC | 1,060,139 | $692.5M | 0.03% | |
| 89 | CDXSCODEXIS INC | 200,063 | $616.2M | 0.03% | |
| 90 | ADSKAUTODESK INC | 1,708 | $470.5M | 0.02% | |
| 91 | MANHMANHATTAN ASSOCIATES INC | 1,532 | $431.1M | 0.02% | |
| 92 | —OMEGA THERAPEUTICS INC | 346,352 | $422.5M | 0.02% | |
| 93 | INTCINTEL CORP | 13,434 | $315.2M | 0.01% | |
| 94 | LBRDKLIBERTY BROADBAND CORP | 2,255 | $174.3M | 0.01% | |
| 95 | SRESEMPRA | 1,666 | $139.3M | 0.01% | |
| 96 | HN9HANESBRANDS INC | 14,521 | $106.7M | 0.00% | |
| 97 | ALSNALLISON TRANSMISSION HLDGS I | 1,106 | $106.3M | 0.00% | |
| 98 | CSCOCISCO SYS INC | 1,989 | $105.9M | 0.00% | |
| 99 | WHRWHIRLPOOL CORP | 969 | $103.7M | 0.00% | |
| 100 | PYPLPAYPAL HLDGS INC | 1,314 | $102.5M | 0.00% |
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