PLATINUM INVESTMENT MANAGEMENT LTD Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 89
New Positions 6
Increased Positions 27
Decreased Positions 26
Positions with Activity 53
Sold Out Positions 9
Total Mkt Value (in $ millions) 4,301

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

Sector Weighting

Basic Materials 5.13%
Capital Goods 0.99%
Conglomerates
Consumer Cyclical 0.5%
Consumer/Non-Cyclical 4.17%
Energy 1.57%
Financial 3.78%
Healthcare 3.37%
Services 25.17%
Technology 43.42%
Transportation
Utilities

89 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOMARIN PHARMACEUTICAL INC COM 1,472 New 17,220
GROUPON INC COM CL A 1,388 New 407,000
SEATTLE GENETICS INC COM 1,340 New 34,000
LIVANOVA PLC SHS 1,184 New 23,982
CARDINAL HEALTH INC COM 1,074 New 14,000
BIOGEN INC COM 1,059 -662 (38.46) 4,000
E M C CORP MASS COM 1,053 New 38,000
MERCK & CO INC NEW COM 1,032 New 18,800
INFINITY PHARMACEUTICALS INC COM 1,010 293 40.84 206,932
JUNO THERAPEUTICS INC COM 1,001 -607 (37.76) 24,895
VERASTEM INC COM 985 New 688,924
UNITED TECHNOLOGIES CORP COM 791 -989 (55.56) 8,000
CONFORMIS INC COM 758 758 New 112,000
IMMUNOGEN INC COM 504 New 90,600
51JOB INC SP ADR REP COM 449 New 15,336
VEECO INSTRS INC DEL COM 426 New 25,000
AUTOHOME INC SP ADR RP CL A 344 New 14,000
E HOUSE CHINA HLDGS LTD ADR 305 New 47,000
FACEBOOK INC CL A 225 New 1,940
LEJU HLDGS LTD SPONSORED ADS 27 New 5,930