PLATINUM INVESTMENT MANAGEMENT LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 98
New Positions 3
Increased Positions 18
Decreased Positions 45
Positions with Activity 63
Sold Out Positions 6
Total Mkt Value (in $ millions) 4,912

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

Sector Weighting

Basic Materials 17.57%
Capital Goods 7.84%
Conglomerates
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 1.76%
Energy 5.4%
Financial 1.56%
Healthcare 2.41%
Services 14.68%
Technology 45.62%
Transportation 0.15%
Utilities

98 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCER INTL INC COM 95,378 -14,671 (13.33) 6,846,979
51JOB INC SP ADR REP COM 67,492 3,358 5.24 1,843,044
MGIC INVT CORP WIS COM 64,777 New 6,927,974
CISCO SYS INC COM 60,980 -6,034 (9) 2,223,517
QUNAR CAYMAN IS LTD SPNS ADR CL B 57,381 -2,318 (3.88) 2,202,712
PEPSICO INC COM 45,492 -3,179 (6.53) 457,900
SOHU COM INC COM 44,182 -34,362 (43.75) 872,986
QIWI PLC SPON ADR REP B 44,080 969 2.25 1,541,808
QIAGEN NV REG SHS 43,058 New 1,781,076
ZILLOW INC CL A 40,756 -16,858 (29.26) 339,036
JACOBS ENGR GROUP INC DEL COM 30,725 -55,177 (64.23) 647,253
MINDRAY MEDICAL INTL LTD SPON ADR 29,612 -215 (0.72) 964,256
LAUDER ESTEE COS INC CL A 27,307 New 373,000
JOHNSON & JOHNSON COM 27,306 -5,693 (17.25) 254,700
INFINERA CORPORATION COM 25,025 -16,546 (39.8) 1,829,293
TIFFANY & CO NEW COM 24,853 New 234,000
CHINA LODGING GROUP LTD SPONSORED ADR 21,876 -100 (0.46) 871,900
TIME WARNER INC COM NEW 21,338 New 254,666
MARKIT LTD SHS 18,498 18,498 New 722,572
CALLAWAY GOLF CO COM 18,151 New 2,466,200


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