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) 4,408

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

Sector Weighting

Basic Materials 18.28%
Capital Goods 3.18%
Conglomerates
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 1.84%
Energy 5.57%
Financial 1.57%
Healthcare 2.53%
Services 16.11%
Technology 45.7%
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
LINKEDIN CORP COM CL A -197,254 Sold Out 0
EBAY INC COM 191,129 -123,050 (39.17) 3,606,200
BANK AMER CORP COM 9,223 -122,440 (93) 608,765
BAIDU INC SPON ADR REP A 263,009 -97,343 (27.01) 1,206,905
MARVELL TECHNOLOGY GROUP LTD ORD 1,177 -52,155 (97.79) 76,000
JACOBS ENGR GROUP INC DEL COM 24,660 -44,286 (64.23) 647,253
SOHU COM INC COM 49,009 -38,116 (43.75) 872,986
AUTOHOME INC SP ADR RP CL A 677 -34,225 (98.06) 19,000
TRULIA INC COM -28,621 Sold Out 0
E HOUSE CHINA HLDGS LTD ADR 7,951 -22,336 (73.75) 1,157,305
CIENA CORP COM NEW 120,812 -22,074 (15.45) 6,523,325
AMEC PLC SPONSORED ADR 80,133 -19,767 (19.79) 6,739,521
INFINERA CORPORATION COM 29,488 -19,497 (39.8) 1,829,293
MICROSOFT CORP COM 110,041 -14,382 (11.56) 2,723,785
ZILLOW INC CL A 32,859 -13,592 (29.26) 339,036
MERCER INTL INC COM 86,820 -13,354 (13.33) 6,846,979
STILLWATER MNG CO COM 203,100 -7,655 (3.63) 14,857,362
CTRIP COM INTL LTD AMERICAN DEP SHS -6,230 Sold Out 0
CISCO SYS INC COM 58,623 -5,800 (9) 2,223,517
JOHNSON & JOHNSON COM 25,506 -5,317 (17.25) 254,700


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