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 99
New Positions 3
Increased Positions 18
Decreased Positions 46
Positions with Activity 64
Sold Out Positions 6
Total Mkt Value (in $ millions) 4,425

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

Sector Weighting

Basic Materials 17.97%
Capital Goods 3.13%
Conglomerates
Consumer Cyclical 0.43%
Consumer/Non-Cyclical 1.86%
Energy 5.45%
Financial 1.58%
Healthcare 2.56%
Services 16.32%
Technology 45.85%
Transportation 0.16%
Utilities

99 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SYNERON MEDICAL LTD ORD SHS 1,036 New 94,330
GT ADVANCED TECHNOLOGIES INC COM 901 New 2,530,408
E M C CORP MASS COM 878 New 33,000
OWENS CORNING NEW COM 801 New 20,000
ARIAD PHARMACEUTICALS INC COM 736 New 112,300
AUTOHOME INC SP ADR RP CL A 703 -35,532 (98.06) 19,000
LEJU HLDGS LTD SPONSORED ADS 633 -1,778 (73.75) 57,865
ULTRA PETROLEUM CORP COM 580 New 47,000
IMMUNOGEN INC COM 559 New 90,600
NXP SEMICONDUCTORS N V COM 435 -356 (45) 5,500
VERIZON COMMUNICATIONS INC COM 426 New 9,256
AVAGO TECHNOLOGIES LTD SHS 420 -420 (50) 4,000
ARISTA NETWORKS INC COM 262 -393 (60) 4,000
AGILENT TECHNOLOGIES INC COM -190 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -6,414 Sold Out 0
KEYSIGHT TECHNOLOGIES INC COM -83 Sold Out 0
LINKEDIN CORP COM CL A -193,498 Sold Out 0
SUNGY MOBILE LTD ADR REP ORD A -1,396 Sold Out 0
TRULIA INC COM -28,977 Sold Out 0


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