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) 4,763

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

Sector Weighting

Basic Materials 17.22%
Capital Goods 7.5%
Conglomerates
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 1.8%
Energy 5.01%
Financial 1.62%
Healthcare 2.43%
Services 15.76%
Technology 45.49%
Transportation 0.15%
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 -206,479 Sold Out 0
BANK AMER CORP COM 10,946 -145,312 (93) 608,765
EBAY INC COM 205,698 -132,430 (39.17) 3,606,200
BAIDU INC SPON ADR REP A 283,478 -104,919 (27.01) 1,206,905
JACOBS ENGR GROUP INC DEL COM 28,842 -51,795 (64.23) 647,253
FOSTER WHEELER AG COM 206,125 -50,846 (19.79) 7,490,021
MARVELL TECHNOLOGY GROUP LTD ORD 1,092 -48,384 (97.79) 76,000
AUTOHOME INC SP ADR RP CL A 711 -35,974 (98.06) 19,000
SOHU COM INC COM 45,736 -35,570 (43.75) 872,986
TRULIA INC COM -30,512 Sold Out 0
E HOUSE CHINA HLDGS LTD ADR 8,888 -24,970 (73.75) 1,157,305
CIENA CORP COM NEW 129,488 -23,659 (15.45) 6,523,325
INFINERA CORPORATION COM 27,275 -18,033 (39.8) 1,829,293
MICROSOFT CORP COM 130,415 -17,045 (11.56) 2,723,785
ZILLOW INC CL A 35,416 -14,649 (29.26) 339,036
MERCER INTL INC COM 87,710 -13,491 (13.33) 6,846,979
STILLWATER MNG CO COM 220,780 -8,322 (3.63) 14,857,362
CISCO SYS INC COM 63,037 -6,237 (9) 2,223,517
CTRIP COM INTL LTD AMERICAN DEP SHS -5,942 Sold Out 0
JOHNSON & JOHNSON COM 26,759 -5,579 (17.25) 254,700


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