PLATINUM INVESTMENT MANAGEMENT LTD Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 100
New Positions 7
Increased Positions 28
Decreased Positions 28
Positions with Activity 56
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,033

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

Sector Weighting

Basic Materials 13.72%
Capital Goods 3.54%
Conglomerates
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 1.56%
Energy 1.85%
Financial 1.23%
Healthcare 2.47%
Services 20.25%
Technology 48.64%
Transportation 0.13%
Utilities

100 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YY INC ADS REPCOM CLA 3,478 -4,526 (56.55) 63,000
BALLARD PWR SYS INC NEW COM 3,230 New 1,591,034
INCYTE CORP COM 3,139 New 33,264
GOLDCORP INC NEW COM 3,070 3,070 New 166,600
SENOMYX INC COM 2,878 New 642,482
GROUPON INC COM CL A 2,390 New 314,000
JUNO THERAPEUTICS INC COM 2,264 2,264 New 40,000
ALERE INC COM 2,167 -289 (11.77) 44,970
ICON PLC SHS 2,008 New 28,500
PERKINELMER INC COM 1,926 New 37,700
IRONWOOD PHARMACEUTICALS INC COM CL A 1,880 New 120,000
AERIE PHARMACEUTICALS INC COM 1,823 New 59,000
ALTERA CORP COM 1,820 133 7.90 41,000
APPLE INC COM 1,812 New 14,700
PFIZER INC COM 1,644 New 47,610
HALLIBURTON CO COM 1,557 New 36,000
INFINITY PHARMACEUTICALS INC COM 1,549 New 107,932
CARDINAL HEALTH INC COM 1,261 New 14,000
CITRIX SYS INC COM 1,221 New 19,200
MARVELL TECHNOLOGY GROUP LTD ORD 1,158 New 76,000