PLATINUM INVESTMENT MANAGEMENT LTD Information

C/O PLATINUM INVESTMENT MANAGEMENT, SYDNEY AUSTRALIA 2000, , 00000, (129) 255-7533

Report Date: 03/31/2015

Position Statistics

Total Positions 94
New Positions 0
Increased Positions 21
Decreased Positions 26
Positions with Activity 47
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,572

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 10.61%
Capital Goods 4.25%
Conglomerates
Consumer Cyclical 0.43%
Consumer/Non-Cyclical 1.07%
Energy 0.13%
Financial 1.27%
Healthcare 1.84%
Services 18.36%
Technology 53.89%
Transportation 0%
Utilities

94 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CARNIVAL CORP PAIRED CTF 449,450 57 .01 9,482,064
INTEL CORP COM 402,432 302 .08 11,994,992
YOUKU TUDOU INC SPONSORED ADR 329,974 New 12,234,838
EBAY INC COM 254,588 11,560 4.76 4,261,600
CISCO SYS INC COM 249,022 15,283 6.54 8,461,487
BAIDU INC SPON ADR REP A 246,201 260 .11 1,230,205
GOOGLE INC CL C 203,354 11,154 5.80 374,840
KBR INC COM 202,873 31,226 18.19 10,942,455
GOOGLE INC CL A 196,598 New 353,080
SINA CORP ORD 196,085 8,824 4.71 4,599,690
QLIK TECHNOLOGIES INC COM 194,063 193,319 25,990.79 5,218,158
STILLWATER MNG CO COM 191,925 -1,703 (0.88) 13,718,739
ORACLE CORP COM 173,471 39,157 29.15 3,917,600
ALLEGHENY TECHNOLOGIES INC COM 166,455 8,310 5.26 4,837,416
NIELSEN N V COM 154,543 16,262 11.76 3,378,737
CIENA CORP COM NEW 151,889 New 6,563,925
QIWI PLC SPON ADR REP B 135,237 64,694 91.71 4,188,202
CORNING INC COM 133,338 New 6,110,801
TRINA SOLAR LIMITED SPON ADR 132,569 New 10,631,030
QUNAR CAYMAN IS LTD SPNS ADR CL B 120,680 New 2,281,712