PLATINUM INVESTMENT MANAGEMENT LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 95
New Positions 0
Increased Positions 22
Decreased Positions 26
Positions with Activity 48
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,181

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

Sector Weighting

Basic Materials 7.49%
Capital Goods 4.29%
Conglomerates
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 1.14%
Energy 0.11%
Financial 1.4%
Healthcare 2.05%
Services 18.32%
Technology 53.76%
Transportation 0%
Utilities

95 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
51JOB INC SP ADR REP COM 40,639 -15,684 (27.85) 1,329,808
58 COM INC SPON ADR REP A 16,421 7,958 94.04 276,500
AERIE PHARMACEUTICALS INC COM 1,070 New 59,000
ALCOA INC COM 78,478 -77,340 (49.64) 7,951,154
ALERE INC COM 2,186 New 44,970
ALLEGHENY TECHNOLOGIES INC COM 103,134 5,149 5.26 4,837,416
ALTERA CORP COM 1,788 -248 (12.2) 36,000
AMEC FOSTER WHEELER PLC SPONSORED ADR 72,442 New 5,699,621
ANGLOGOLD ASHANTI LTD SPONSORED ADR 4,970 New 812,044
APPLE INC COM 1,783 New 14,700
ARIAD PHARMACEUTICALS INC COM 916 New 112,300
ARISTA NETWORKS INC COM -338 Sold Out 0
AUTOHOME INC SP ADR RP CL A 737 New 19,000
BAIDU INC SPON ADR REP A 212,407 224 .11 1,230,205
BAKER HUGHES INC COM 4,071 -79,954 (95.16) 70,000
BALLARD PWR SYS INC NEW COM -2,148 Sold Out 0
BARRICK GOLD CORP COM 56,005 -1,527 (2.65) 7,932,788
BIOMARIN PHARMACEUTICAL INC COM 3,104 -1,799 (36.7) 21,220
CALLAWAY GOLF CO COM 22,590 New 2,466,200
CAPSTONE TURBINE CORP COM 2,046 -3,081 (60.09) 5,845,479