PLATINUM INVESTMENT MANAGEMENT LTD Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$1.7B

Holdings

115

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (115 positions)

StockValue
ZTOZTO EXPRESS CAYMAN INC
$235.5M
TRUTRANSUNION
$159.7M
GOOGLALPHABET INC
$141.2M
ICEINTERCONTINENTAL EXCHANGE IN
$124.8M
AVGOBROADCOM INC
$122.2M
SLBSCHLUMBERGER LTD
$80.8M
GOOGALPHABET INC
$72.4M
NSYNICE LTD
$68.8M
LWLAMB WESTON HLDGS INC
$67.0M
CCOCAMECO CORP
$53.6M
PDDPDD HOLDINGS INC
$48.9M
CLVTRIP COM GROUP LTD
$46.5M
BAXBAXTER INTL INC
$44.0M
MUMICRON TECHNOLOGY INC
$41.1M
VALVALARIS LTD
$36.0M
PBRPETROLEO BRASILEIRO SA PETRO
$28.0M
DDLDINGDONG CAYMAN LTD
$26.7M
AWMSKYWORKS SOLUTIONS INC
$23.0M
NOAHNOAH HLDGS LTD
$22.9M
STNGSCORPIO TANKERS INC
$20.0M
JDJD.COM INC
$15.9M
AMZNAMAZON COM INC
$13.1M
METAMETA PLATFORMS INC
$11.4M
FLUTFLUTTER ENTMT PLC
$10.4M
VVISA INC
$9.5M
HTHTH WORLD GROUP LTD
$8.2M
ASAMER SPORTS INC
$7.0M
ZTSZOETIS INC
$6.5M
ROIVROIVANT SCIENCES LTD
$6.2M
CNTACENTESSA PHARMACEUTICALS PLC
$6.2M
JNJJOHNSON & JOHNSON
$5.2M
PYPLPAYPAL HLDGS INC
$5.1M
BIRKBIRKENSTOCK HOLDING PLC
$5.1M
VERAVERA THERAPEUTICS INC
$5.1M
IMVTIMMUNOVANT INC
$5.0M
CSGPCOSTAR GROUP INC
$5.0M
RXRXRECURSION PHARMACEUTICALS IN
$5.0M
ELFE L F BEAUTY INC
$4.7M
ZYMEZYMEWORKS INC
$4.5M
AAPLAPPLE INC
$4.4M
APGEAPOGEE THERAPEUTICS INC
$4.3M
BCYCBICYCLE THERAPEUTICS PLC
$4.3M
PRQRPROQR THRAPEUTICS N V
$4.1M
IDYAIDEAYA BIOSCIENCES INC
$3.9M
WVEWAVE LIFE SCIENCES LTD
$3.9M
MSFTMICROSOFT CORP
$3.8M
VEEVVEEVA SYS INC
$3.6M
NFLXNETFLIX INC
$3.2M
ADCTADC THERAPEUTICS SA
$3.2M
MBXMBX BIOSCIENCES INC
$3.0M
TRMDTORM PLC
$2.9M
MRUSMERUS N V
$2.9M
GOSSGOSSAMER BIO INC
$2.9M
MAMASTERCARD INCORPORATED
$2.9M
QTRXQUANTERIX CORP
$2.8M
ACIUAC IMMUNE SA
$2.6M
BABAALIBABA GROUP HLDG LTD
$2.4M
RCUSARCUS BIOSCIENCES INC
$2.3M
IMTXIMMATICS N.V
$2.2M
TXNTEXAS INSTRS INC
$2.1M
GPCRSTRUCTURE THERAPEUTICS INC
$2.0M
ESPRESPERION THERAPEUTICS INC NE
$1.8M
SWTXSPRINGWORKS THERAPEUTICS INC
$1.7M
ARWRARROWHEAD PHARMACEUTICALS IN
$1.7M
CDNSCADENCE DESIGN SYSTEM INC
$1.6M
SNPSSYNOPSYS INC
$1.6M
PTCPTC INC
$1.6M
MGTXMEIRAGTX HLDGS PLC
$1.5M
ABSIABSCI CORPORATION
$1.4M
AURAAURA BIOSCIENCES INC
$1.3M
ADSKAUTODESK INC
$1.3M
LRCXLAM RESEARCH CORP
$1.2M
COGTCOGENT BIOSCIENCES INC
$1.2M
SKYESKYE BIOSCIENCE INC
$1.2M
AMATAPPLIED MATLS INC
$1.2M
BKNGBOOKING HOLDINGS INC
$994K
ALLKGUSDALLAKOS INC
$987K
CDXSCODEXIS INC
$954K
UBERUBER TECHNOLOGIES INC
$939K
CPNGCOUPANG INC
$794K
ISRGINTUITIVE SURGICAL INC
$759K
KURAKURA ONCOLOGY INC
$667K
APHAMPHENOL CORP NEW
$589K
TTDTHE TRADE DESK INC
$440K
AKXANSYS INC
$399K
INTCINTEL CORP
$264K
NVDANVIDIA CORPORATION
$212K
LBRDKLIBERTY BROADBAND CORP
$131K
SRESEMPRA
$129K
NENOBLE CORP PLC
$90K
CVSCVS HEALTH CORP
$89K
WHRWHIRLPOOL CORP
$89K
QC10FLAGSTAR FINANCIAL INC
$89K
JAZZJAZZ PHARMACEUTICALS PLC
$89K
CLBCORE LABORATORIES INC
$88K
HCAHCA HEALTHCARE INC
$88K
UHSUNIVERSAL HLTH SVCS INC
$88K
TSNTYSON FOODS INC
$87K
BWABORGWARNER INC
$87K
CITHE CIGNA GROUP
$87K
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