PLATINUM INVESTMENT MANAGEMENT LTD Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$4.4B
Holdings
146
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (146 positions)
| Stock | Value |
|---|---|
GEGENERAL ELECTRIC CO | $333.8M |
MUMICRON TECHNOLOGY INC | $315.2M |
MCHPMICROCHIP TECHNOLOGY INC. | $286.5M |
CLVTRIP COM GROUP LTD | $264.4M |
BKNGBOOKING HOLDINGS INC | $239.8M |
ALLYALLY FINL INC | $236.1M |
ZTOZTO EXPRESS CAYMAN INC | $199.3M |
FDXFEDEX CORP | $151.2M |
METAFACEBOOK INC | $143.6M |
FCXFREEPORT-MCMORAN INC | $129.9M |
HTHTHUAZHU GROUP LTD | $112.6M |
BABAALIBABA GROUP HLDG LTD | $111.6M |
ABXBARRICK GOLD CORP | $107.0M |
AWMSKYWORKS SOLUTIONS INC | $98.3M |
GILDGILEAD SCIENCES INC | $92.0M |
GOOGALPHABET INC | $90.8M |
CARRCARRIER GLOBAL CORPORATION | $83.6M |
NOAHNOAH HLDGS LTD | $81.6M |
YUMCYUM CHINA HLDGS INC | $76.7M |
LPXLOUISIANA PAC CORP | $76.2M |
LRCXEURLAM RESEARCH CORP | $74.2M |
—MEDALLIA INC | $67.5M |
LYBLYONDELLBASELL INDUSTRIES N | $64.8M |
JDJD.COM INC | $63.9M |
AEOAMERICAN EAGLE OUTFITTERS IN | $63.5M |
WABWABTEC | $56.0M |
ULTAULTA BEAUTY INC | $55.1M |
MLCOMELCO RESORTS AND ENTMNT LTD | $50.4M |
GOOGLALPHABET INC | $48.6M |
ESPRESPERION THERAPEUTICS INC NE | $40.6M |
—ONECONNECT FINL TECHNOLOGY C | $37.3M |
EFXEQUIFAX INC | $35.4M |
STLDSTEEL DYNAMICS INC | $32.7M |
USX1UNITED STATES STL CORP NEW | $24.6M |
—BLUEBIRD BIO INC | $23.2M |
AMBAAMBARELLA INC | $21.3M |
FTITECHNIPFMC PLC | $20.8M |
NSTGEURNANOSTRING TECHNOLOGIES INC | $18.1M |
HCCWARRIOR MET COAL INC | $17.3M |
BNTXBIONTECH SE | $16.6M |
QTRXQUANTERIX CORP | $14.8M |
PLNTPLANET FITNESS INC | $14.5M |
CVNACARVANA CO | $11.7M |
PACBPACIFIC BIOSCIENCES CALIF IN | $11.4M |
—IHS MARKIT LTD | $9.0M |
KSSKOHLS CORP | $8.8M |
SIXEURSIX FLAGS ENTMT CORP NEW | $8.3M |
SIGSIGNET JEWELERS LIMITED | $7.9M |
FUNCEDAR FAIR L P | $7.4M |
ZLABZAI LAB LTD | $7.3M |
SBUXSTARBUCKS CORP | $7.2M |
PRKSSEAWORLD ENTMT INC | $7.2M |
WHWYNDHAM HOTELS & RESORTS INC | $6.3M |
—MYOVANT SCIENCES LTD | $6.2M |
—GENETRON HLDGS LTD | $5.9M |
MSFTMICROSOFT CORP | $5.6M |
COGTCOGENT BIOSCIENCES INC | $5.3M |
ASMBASSEMBLY BIOSCIENCES INC | $5.0M |
MTNVAIL RESORTS INC | $4.8M |
—CENTOGENE N V | $4.4M |
—FIVE PRIME THERAPEUTICS INC | $4.1M |
MRUSMERUS N V | $4.0M |
JNJJOHNSON & JOHNSON | $4.0M |
GOOSCANADA GOOSE HLDGS INC | $3.5M |
BCRXBIOCRYST PHARMACEUTICALS INC | $3.4M |
GBYSANGAMO THERAPEUTICS INC | $3.4M |
8INSYNEOS HEALTH INC | $3.3M |
ALKSALKERMES PLC | $3.2M |
CAHCARDINAL HEALTH INC | $3.2M |
PYPLPAYPAL HLDGS INC | $3.1M |
2L9BLUEPRINT MEDICINES CORP | $3.0M |
AGIOAGIOS PHARMACEUTICALS INC | $3.0M |
—MERSANA THERAPEUTICS INC | $3.0M |
ORTXUSDORCHARD THERAPEUTICS PLC | $2.9M |
—MAGENTA THERAPEUTICS INC | $2.8M |
LIVNLIVANOVA PLC | $2.8M |
HCMHUTCHISON CHINA MEDITECH LTD | $2.7M |
IDYAIDEAYA BIOSCIENCES INC | $2.7M |
ADIANALOG DEVICES INC | $2.7M |
DNLIDENALI THERAPEUTICS INC | $2.6M |
—ZYMEWORKS INC | $2.5M |
IMTXIMMATICS N.V | $2.5M |
CHRSCOHERUS BIOSCIENCES INC | $2.5M |
NTLAINTELLIA THERAPEUTICS INC | $2.4M |
LPTXEURLEAP THERAPEUTICS INC | $2.4M |
BCABBIOATLA INC | $2.4M |
BUWABIO RAD LABS INC | $2.3M |
RCUSARCUS BIOSCIENCES INC | $2.3M |
ORCLORACLE CORP | $2.1M |
PKNPERKINELMER INC | $2.0M |
CTMXCYTOMX THERAPEUTICS INC | $2.0M |
INBXUSDINHIBRX INC | $2.0M |
BCELATRECA INC | $1.9M |
ARCTARCTURUS THERAPEUTICS HLDGS | $1.9M |
ROKUROKU INC | $1.9M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $1.8M |
XLRNACCELERON PHARMA INC | $1.8M |
AAPLAPPLE INC | $1.7M |
INTCINTEL CORP | $1.7M |
WVEWAVE LIFE SCIENCES LTD | $1.6M |
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