PLATINUM INVESTMENT MANAGEMENT LTD Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$3.6T
Holdings
144
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 14,905,595 | $420.6B | 11.71% | |
| 2 | MCHPMICROCHIP TECHNOLOGY INC. | 3,955,641 | $344.4B | 9.59% | |
| 3 | MUMICRON TECHNOLOGY INC | 3,513,350 | $327.3B | 9.11% | |
| 4 | CLVTRIP COM GROUP LTD | 11,266,671 | $277.4B | 7.72% | |
| 5 | MOSMOSAIC CO NEW | 3,822,804 | $150.2B | 4.18% | |
| 6 | ABXBARRICK GOLD CORP | 7,137,871 | $135.6B | 3.77% | |
| 7 | BABAALIBABA GROUP HLDG LTD | 1,073,727 | $127.5B | 3.55% | |
| 8 | CIENCIENA CORP | 1,352,330 | $104.1B | 2.90% | |
| 9 | ICEINTERCONTINENTAL EXCHANGE IN | 740,770 | $101.3B | 2.82% | |
| 10 | LRCXEURLAM RESEARCH CORP | 133,951 | $96.3B | 2.68% | |
| 11 | BKNGBOOKING HOLDINGS INC | 38,150 | $91.5B | 2.55% | |
| 12 | GEGENERAL ELECTRIC CO | 940,067 | $88.8B | 2.47% | |
| 13 | GILDGILEAD SCIENCES INC | 1,120,332 | $81.3B | 2.26% | |
| 14 | GOOGALPHABET INC | 23,679 | $68.5B | 1.91% | |
| 15 | METAMETA PLATFORMS INC | 197,414 | $66.4B | 1.85% | |
| 16 | RBLXROBLOX CORP | 618,542 | $63.8B | 1.78% | |
| 17 | NOAHNOAH HLDGS LTD | 1,849,717 | $56.8B | 1.58% | |
| 18 | HTHTHUAZHU GROUP LTD | 1,519,462 | $56.7B | 1.58% | |
| 19 | FCXFREEPORT-MCMORAN INC | 1,284,358 | $53.6B | 1.49% | |
| 20 | EFXEQUIFAX INC | 182,984 | $53.6B | 1.49% | |
| 21 | AWMSKYWORKS SOLUTIONS INC | 337,061 | $52.3B | 1.46% | |
| 22 | IRENIRIS ENERGY LTD | 2,717,193 | $43.9B | 1.22% | |
| 23 | JDJD.COM INC | 522,239 | $36.6B | 1.02% | |
| 24 | EXAIEUREXSCIENTIA PLC | 1,648,154 | $32.6B | 0.91% | |
| 25 | ALLYALLY FINL INC | 645,162 | $30.7B | 0.85% | |
| 26 | GOOGLALPHABET INC | 9,690 | $28.1B | 0.78% | |
| 27 | RXRXRECURSION PHARMACEUTICALS IN | 1,443,863 | $24.7B | 0.69% | |
| 28 | FDXFEDEX CORP | 94,276 | $24.4B | 0.68% | |
| 29 | QTRXQUANTERIX CORP | 565,610 | $24.0B | 0.67% | |
| 30 | LWLAMB WESTON HLDGS INC | 351,679 | $22.3B | 0.62% | |
| 31 | SIL1EURSILVERCREST METALS INC | 2,804,448 | $22.2B | 0.62% | |
| 32 | MLCOMELCO RESORTS AND ENTMNT LTD | 2,066,285 | $21.0B | 0.59% | |
| 33 | IDYAIDEAYA BIOSCIENCES INC | 881,085 | $20.8B | 0.58% | |
| 34 | —PROMETHEUS BIOSCIENCES INC | 521,529 | $20.6B | 0.57% | |
| 35 | —ICOSAVAX INC | 816,366 | $18.7B | 0.52% | |
| 36 | —BTRS HOLDINGS INC | 2,282,941 | $17.9B | 0.50% | |
| 37 | —PARDES BIOSCIENCES INC | 1,087,070 | $17.8B | 0.50% | |
| 38 | NSTGEURNANOSTRING TECHNOLOGIES INC | 350,719 | $14.8B | 0.41% | |
| 39 | ESPRESPERION THERAPEUTICS INC NE | 2,713,176 | $13.6B | 0.38% | |
| 40 | SUZSUZANO S A | 1,241,314 | $13.4B | 0.37% | |
| 41 | XYZBLOCK INC | 81,988 | $13.2B | 0.37% | |
| 42 | MASS908 DEVICES INC | 495,332 | $12.8B | 0.36% | |
| 43 | —CENTOGENE N V | 2,277,150 | $11.9B | 0.33% | |
| 44 | ULTAULTA BEAUTY INC | 28,358 | $11.7B | 0.33% | |
| 45 | TALTAL EDUCATION GROUP | 2,936,719 | $11.5B | 0.32% | |
| 46 | FXLVF45 TRAINING HLDGS INC | 970,744 | $10.6B | 0.29% | |
| 47 | PLNTPLANET FITNESS INC | 106,440 | $9.6B | 0.27% | |
| 48 | MSFTMICROSOFT CORP | 28,431 | $9.6B | 0.27% | |
| 49 | COGTCOGENT BIOSCIENCES INC | 1,050,699 | $9.0B | 0.25% | |
| 50 | ZLABZAI LAB LTD | 140,591 | $8.8B | 0.25% | |
| 51 | CHRSCOHERUS BIOSCIENCES INC | 535,108 | $8.5B | 0.24% | |
| 52 | —GENETRON HLDGS LTD | 1,316,642 | $8.0B | 0.22% | |
| 53 | BDQMALBIREO PHARMA INC | 315,662 | $7.4B | 0.20% | |
| 54 | 8INSYNEOS HEALTH INC | 71,397 | $7.3B | 0.20% | |
| 55 | —EPIZYME INC | 2,822,936 | $7.1B | 0.20% | |
| 56 | HCMHUTCHMED CHINA LTD | 191,156 | $6.7B | 0.19% | |
| 57 | CRNCCERENCE INC | 87,329 | $6.7B | 0.19% | |
| 58 | MRUSMERUS N V | 176,509 | $5.6B | 0.16% | |
| 59 | YUMCYUM CHINA HLDGS INC | 109,179 | $5.4B | 0.15% | |
| 60 | ACIUAC IMMUNE SA | 1,062,462 | $5.3B | 0.15% | |
| 61 | IMVTIMMUNOVANT INC | 615,900 | $5.2B | 0.15% | |
| 62 | BUWABIO RAD LABS INC | 6,485 | $4.9B | 0.14% | |
| 63 | MRNAMODERNA INC | 19,230 | $4.9B | 0.14% | |
| 64 | —OMEGA THERAPEUTICS INC | 414,513 | $4.7B | 0.13% | |
| 65 | XGNEXAGEN INC | 400,000 | $4.7B | 0.13% | |
| 66 | IMTXIMMATICS N.V | 332,356 | $4.5B | 0.12% | |
| 67 | ASMBASSEMBLY BIOSCIENCES INC | 1,909,498 | $4.4B | 0.12% | |
| 68 | LPTXEURLEAP THERAPEUTICS INC | 1,327,952 | $4.3B | 0.12% | |
| 69 | CTMXCYTOMX THERAPEUTICS INC | 980,085 | $4.2B | 0.12% | |
| 70 | WVEWAVE LIFE SCIENCES LTD | 1,336,105 | $4.2B | 0.12% | |
| 71 | PIRSPIERIS PHARMACEUTICALS INC | 1,028,322 | $3.9B | 0.11% | |
| 72 | —ZYMEWORKS INC | 235,299 | $3.9B | 0.11% | |
| 73 | INBXUSDINHIBRX INC | 86,929 | $3.8B | 0.11% | |
| 74 | TKNOALPHA TEKNOVA INC | 169,237 | $3.5B | 0.10% | |
| 75 | JTKWYJUST EAT TAKEAWAY COM N V | 319,228 | $3.4B | 0.10% | |
| 76 | ROIVROIVANT SCIENCES LTD | 323,643 | $3.3B | 0.09% | |
| 77 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 114,418 | $3.2B | 0.09% | |
| 78 | ADIANALOG DEVICES INC | 18,145 | $3.2B | 0.09% | |
| 79 | —MERSANA THERAPEUTICS INC | 495,481 | $3.1B | 0.09% | |
| 80 | BCRXBIOCRYST PHARMACEUTICALS INC | 221,699 | $3.1B | 0.09% | |
| 81 | —SINGULAR GENOMICS SYSTEMS IN | 263,443 | $3.0B | 0.08% | |
| 82 | —MYOVANT SCIENCES LTD | 195,211 | $3.0B | 0.08% | |
| 83 | PRTAPROTHENA CORP PLC | 60,512 | $3.0B | 0.08% | |
| 84 | 2L9BLUEPRINT MEDICINES CORP | 27,121 | $2.9B | 0.08% | |
| 85 | CLFCLEVELAND-CLIFFS INC NEW | 129,562 | $2.8B | 0.08% | |
| 86 | HOWLWEREWOLF THERAPEUTICS INC | 213,381 | $2.5B | 0.07% | |
| 87 | WDCWESTERN DIGITAL CORP. | 38,586 | $2.5B | 0.07% | |
| 88 | RCUSARCUS BIOSCIENCES INC | 61,780 | $2.5B | 0.07% | |
| 89 | —ONECONNECT FINL TECHNOLOGY C | 1,000,847 | $2.5B | 0.07% | |
| 90 | OVIDOVID THERAPEUTICS INC | 766,901 | $2.5B | 0.07% | |
| 91 | ABSIABSCI CORPORATION | 297,823 | $2.4B | 0.07% | |
| 92 | DNLIDENALI THERAPEUTICS INC | 50,971 | $2.3B | 0.06% | |
| 93 | CSCOCISCO SYS INC | 35,700 | $2.3B | 0.06% | |
| 94 | BNTXBIONTECH SE | 7,492 | $1.9B | 0.05% | |
| 95 | —IHS MARKIT LTD | 14,338 | $1.9B | 0.05% | |
| 96 | BCABBIOATLA INC | 91,262 | $1.8B | 0.05% | |
| 97 | ORTXUSDORCHARD THERAPEUTICS PLC | 1,335,174 | $1.8B | 0.05% | |
| 98 | CVNACARVANA CO | 7,396 | $1.7B | 0.05% | |
| 99 | GBYSANGAMO THERAPEUTICS INC | 218,336 | $1.6B | 0.05% | |
| 100 | XLNXEURXILINX INC | 7,650 | $1.6B | 0.05% |
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