PLATINUM INVESTMENT MANAGEMENT LTD Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$2.5B
Holdings
142
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (142 positions)
| Stock | Value |
|---|---|
ZTOZTO EXPRESS CAYMAN INC | $304.0M |
PDDPDD HOLDINGS INC | $184.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $161.3M |
MCHPMICROCHIP TECHNOLOGY INC. | $142.0M |
CCOCAMECO CORP | $132.7M |
MUMICRON TECHNOLOGY INC | $132.5M |
TRUTRANSUNION | $124.4M |
CLVTRIP COM GROUP LTD | $115.9M |
SLBSCHLUMBERGER LTD | $100.0M |
VALVALARIS LTD | $67.7M |
BAXBAXTER INTL INC | $63.1M |
GOOGALPHABET INC | $60.6M |
BABAALIBABA GROUP HLDG LTD | $60.3M |
METAMETA PLATFORMS INC | $60.3M |
PBRPETROLEO BRASILEIRO SA PETRO | $55.2M |
MBLYMOBILEYE GLOBAL INC | $43.1M |
NOAHNOAH HLDGS LTD | $35.7M |
BALLBALL CORP | $32.2M |
SUZSUZANO S A | $31.9M |
—METALS ACQUISITION LIMITED | $27.6M |
STNGSCORPIO TANKERS INC | $27.3M |
EXAIEUREXSCIENTIA PLC | $26.2M |
IDYAIDEAYA BIOSCIENCES INC | $23.6M |
RXRXRECURSION PHARMACEUTICALS IN | $22.4M |
—ICOSAVAX INC | $21.8M |
XYZBLOCK INC | $21.3M |
IRENIRIS ENERGY LTD | $18.1M |
JDJD.COM INC | $15.8M |
DASHDOORDASH INC | $15.2M |
QTRXQUANTERIX CORP | $14.0M |
DDLDINGDONG CAYMAN LTD | $14.0M |
—RAYZEBIO INC | $13.8M |
BKNGBOOKING HOLDINGS INC | $12.2M |
HTHTH WORLD GROUP LTD | $11.5M |
GOOGLALPHABET INC | $10.6M |
ADBEADOBE INC | $10.3M |
LRCXEURLAM RESEARCH CORP | $10.0M |
PLNTPLANET FITNESS INC | $9.9M |
MSFTMICROSOFT CORP | $9.8M |
IMVTIMMUNOVANT INC | $9.6M |
MASS908 DEVICES INC | $8.8M |
ESPRESPERION THERAPEUTICS INC NE | $8.4M |
BNTXBIONTECH SE | $8.4M |
MRNAMODERNA INC | $8.1M |
APGEAPOGEE THERAPEUTICS INC | $7.9M |
ACIUAC IMMUNE SA | $7.6M |
ROIVROIVANT SCIENCES LTD | $7.5M |
VVISA INC | $7.2M |
JNJJOHNSON & JOHNSON | $6.7M |
BCYCBICYCLE THERAPEUTICS PLC | $6.5M |
INBXUSDINHIBRX INC | $6.4M |
GOSSGOSSAMER BIO INC | $6.3M |
BIIBBIOGEN INC | $6.2M |
ALLEALLEGION PLC | $5.6M |
CHWYCHEWY INC | $4.7M |
ZYMEZYMEWORKS INC | $4.3M |
MNSTMONSTER BEVERAGE CORP NEW | $4.0M |
MRUSMERUS N V | $3.9M |
RCUSARCUS BIOSCIENCES INC | $3.9M |
NFLXNETFLIX INC | $3.9M |
AMZNAMAZON COM INC | $3.7M |
ABSIABSCI CORPORATION | $3.5M |
AVGOBROADCOM INC | $3.5M |
WVEWAVE LIFE SCIENCES LTD | $3.3M |
IMTXIMMATICS N.V | $3.3M |
GPCRSTRUCTURE THERAPEUTICS INC | $3.1M |
VERAVERA THERAPEUTICS INC | $3.1M |
CNTACENTESSA PHARMACEUTICALS PLC | $3.0M |
ARWRARROWHEAD PHARMACEUTICALS IN | $3.0M |
VEEVVEEVA SYS INC | $2.9M |
—CENTOGENE N V | $2.9M |
COGTCOGENT BIOSCIENCES INC | $2.8M |
TKNOALPHA TEKNOVA INC | $2.7M |
—OMEGA THERAPEUTICS INC | $2.7M |
ORCLORACLE CORP | $2.5M |
TRMDTORM PLC | $2.4M |
AMATAPPLIED MATLS INC | $2.4M |
HCMHUTCHMED CHINA LTD | $2.3M |
CVACCUREVAC N V | $2.1M |
NSTGEURNANOSTRING TECHNOLOGIES INC | $2.1M |
KROSKEROS THERAPEUTICS INC | $1.9M |
NXPINXP SEMICONDUCTORS N V | $1.7M |
ADIANALOG DEVICES INC | $1.7M |
ALLKGUSDALLAKOS INC | $1.7M |
CYTKCYTOKINETICS INC | $1.6M |
AURAAURA BIOSCIENCES INC | $1.6M |
PRTAPROTHENA CORP PLC | $1.5M |
RYAAYRYANAIR HOLDINGS PLC | $1.3M |
INTCINTEL CORP | $1.2M |
QCOMQUALCOMM INC | $1.0M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
SRPTSAREPTA THERAPEUTICS INC | $991K |
FWONALIBERTY MEDIA CORP DEL | $966K |
KZIAUSDKAZIA THERAPEUTICS LTD | $801K |
—LONGBOARD PHARMACEUTICALS IN | $766K |
SGMTSAGIMET BIOSCIENCES INC | $606K |
CDNSCADENCE DESIGN SYSTEM INC | $492K |
2L9BLUEPRINT MEDICINES CORP | $463K |
CCKCROWN HLDGS INC | $369K |
NVDANVIDIA CORPORATION | $299K |
Page 1 of 2Next