PLATINUM INVESTMENT MANAGEMENT LTD Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$3.4T
Holdings
72
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 1,882,562 | $309.5B | 9.11% | |
| 2 | CSCOCISCO SYS INC | 7,282,986 | $220.1B | 6.48% | |
| 3 | GOOGALPHABET INC | 265,711 | $205.1B | 6.04% | |
| 4 | —LEVEL 3 COMMUNICATIONS INC | 3,507,638 | $197.7B | 5.82% | |
| 5 | CCLCARNIVAL CORP | 3,719,022 | $193.6B | 5.70% | |
| 6 | ORCLORACLE CORP | 4,410,500 | $169.6B | 4.99% | |
| 7 | —FMC TECHNOLOGIES INC | 4,718,900 | $167.7B | 4.94% | |
| 8 | GOOGLALPHABET INC | 208,102 | $164.9B | 4.86% | |
| 9 | PYPLPAYPAL HLDGS INC | 3,820,068 | $150.8B | 4.44% | |
| 10 | WYNNWYNN RESORTS LTD | 1,712,730 | $148.2B | 4.36% | |
| 11 | —SINA CORP | 2,280,002 | $138.6B | 4.08% | |
| 12 | INTCINTEL CORP | 3,716,351 | $134.8B | 3.97% | |
| 13 | WUBAUSD58 COM INC | 4,552,824 | $127.5B | 3.75% | |
| 14 | —NIELSEN HLDGS PLC | 2,993,264 | $125.6B | 3.70% | |
| 15 | KOCOCA COLA CO | 2,582,833 | $107.1B | 3.15% | |
| 16 | GILDGILEAD SCIENCES INC | 1,332,330 | $95.4B | 2.81% | |
| 17 | AWMSKYWORKS SOLUTIONS INC | 1,233,460 | $92.1B | 2.71% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 990,942 | $87.0B | 2.56% | |
| 19 | SLBSCHLUMBERGER LTD | 829,500 | $69.6B | 2.05% | |
| 20 | GDXVANECK VECTORS ETF TR | 3,157,900 | $66.1B | 1.94% | |
| 21 | JNJJOHNSON & JOHNSON | 530,500 | $61.1B | 1.80% | |
| 22 | EBAEBAY INC | 1,812,935 | $53.8B | 1.58% | |
| 23 | QIWQIWI PLC | 3,636,817 | $46.4B | 1.37% | |
| 24 | QGENQIAGEN NV | 1,471,580 | $41.2B | 1.21% | |
| 25 | JDJD COM INC | 1,455,692 | $37.0B | 1.09% | |
| 26 | —TRINA SOLAR LIMITED | 2,982,661 | $27.7B | 0.82% | |
| 27 | TIFEURTIFFANY & CO NEW | 296,000 | $22.9B | 0.67% | |
| 28 | —IHS MARKIT LTD | 545,300 | $19.3B | 0.57% | |
| 29 | CALYCALLAWAY GOLF CO | 1,643,500 | $18.0B | 0.53% | |
| 30 | FMXFOMENTO ECONOMICO MEXICANO S | 200,000 | $15.2B | 0.45% | |
| 31 | ABXBARRICK GOLD CORP | 632,295 | $10.1B | 0.30% | |
| 32 | —STILLWATER MNG CO | 362,065 | $5.8B | 0.17% | |
| 33 | NBISYANDEX N V | 278,100 | $5.6B | 0.16% | |
| 34 | NEMNEWMONT MINING CORP | 101,000 | $3.4B | 0.10% | |
| 35 | AAPLAPPLE INC | 28,200 | $3.3B | 0.10% | |
| 36 | CIENCIENA CORP | 116,900 | $2.9B | 0.08% | |
| 37 | INFNEURINFINERA CORPORATION | 329,800 | $2.8B | 0.08% | |
| 38 | MTGMGIC INVT CORP WIS | 274,700 | $2.8B | 0.08% | |
| 39 | MUMICRON TECHNOLOGY INC | 119,700 | $2.6B | 0.08% | |
| 40 | PKNPERKINELMER INC | 48,800 | $2.5B | 0.07% | |
| 41 | AERIEURAERIE PHARMACEUTICALS INC | 62,700 | $2.4B | 0.07% | |
| 42 | MRUSMERUS N V | 111,519 | $2.4B | 0.07% | |
| 43 | TEVATEVA PHARMACEUTICAL INDS LTD | 62,200 | $2.3B | 0.07% | |
| 44 | INCYINCYTE CORP | 20,464 | $2.1B | 0.06% | |
| 45 | —ARIAD PHARMACEUTICALS INC | 164,700 | $2.0B | 0.06% | |
| 46 | PRTAPROTHENA CORP PLC | 41,600 | $2.0B | 0.06% | |
| 47 | —FOUNDATION MEDICINE INC | 114,700 | $2.0B | 0.06% | |
| 48 | IRWDIRONWOOD PHARMACEUTICALS INC | 120,100 | $1.8B | 0.05% | |
| 49 | ICLRICON PLC | 23,500 | $1.8B | 0.05% | |
| 50 | SGENEURSEATTLE GENETICS INC | 32,000 | $1.7B | 0.05% | |
| 51 | NSTGEURNANOSTRING TECHNOLOGIES INC | 74,300 | $1.7B | 0.05% | |
| 52 | PFEPFIZER INC | 47,610 | $1.5B | 0.05% | |
| 53 | AGIOAGIOS PHARMACEUTICALS INC | 35,800 | $1.5B | 0.04% | |
| 54 | —CONFORMIS INC | 182,056 | $1.5B | 0.04% | |
| 55 | GRPNCHFGROUPON INC | 407,000 | $1.4B | 0.04% | |
| 56 | LIVNLIVANOVA PLC | 29,582 | $1.3B | 0.04% | |
| 57 | CRUSCIRRUS LOGIC INC | 21,000 | $1.2B | 0.03% | |
| 58 | BMRNBIOMARIN PHARMACEUTICAL INC | 13,820 | $1.1B | 0.03% | |
| 59 | BIIBBIOGEN INC | 4,000 | $1.1B | 0.03% | |
| 60 | MRKMERCK & CO INC | 18,800 | $1.1B | 0.03% | |
| 61 | ACADACADIA PHARMACEUTICALS INC | 38,300 | $1.1B | 0.03% | |
| 62 | NXPINXP SEMICONDUCTORS N V | 9,500 | $931.0M | 0.03% | |
| 63 | —DERMIRA INC | 29,200 | $885.0M | 0.03% | |
| 64 | UTXZUNITED TECHNOLOGIES CORP | 8,000 | $876.0M | 0.03% | |
| 65 | VECOVEECO INSTRS INC DEL | 25,000 | $728.0M | 0.02% | |
| 66 | TWXCHFTIME WARNER INC | 7,421 | $716.0M | 0.02% | |
| 67 | INFIQINFINITY PHARMACEUTICALS INC | 498,232 | $672.0M | 0.02% | |
| 68 | VRSNVERISIGN INC | 5,600 | $425.0M | 0.01% | |
| 69 | ATHMAUTOHOME INC | 14,000 | $353.0M | 0.01% | |
| 70 | METAFACEBOOK INC | 1,940 | $223.0M | 0.01% | |
| 71 | —AMEC FOSTER WHEELER PLC | 29,908 | $170.0M | 0.01% | |
| 72 | —CEMPRA INC | 50,400 | $141.0M | 0.00% |