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) 4,716

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

Sector Weighting

Basic Materials 17.46%
Capital Goods 7.5%
Conglomerates
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 1.79%
Energy 5.13%
Financial 1.58%
Healthcare 2.47%
Services 15.77%
Technology 45.17%
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
51JOB INC SP ADR REP COM 66,073 3,288 5.24 1,843,044
58 COM INC SPON ADR REP A 6,002 -126 (2.06) 142,500
AERIE PHARMACEUTICALS INC COM 1,815 1,815 New 59,000
AGILENT TECHNOLOGIES INC COM -207 Sold Out 0
ALCOA INC COM 302,796 -4,575 (1.49) 18,995,962
ALERE INC COM 1,957 New 50,970
ALLEGHENY TECHNOLOGIES INC COM 95,878 95,878 New 2,874,042
ALTERA CORP COM 1,414 -112 (7.32) 38,000
ANGLOGOLD ASHANTI LTD SPONSORED ADR 7,683 -1,365 (15.09) 880,044
APPLE INC COM 1,643 New 14,700
ARIAD PHARMACEUTICALS INC COM 811 New 112,300
ARISTA NETWORKS INC COM 266 -399 (60) 4,000
AUTOHOME INC SP ADR RP CL A 739 -37,348 (98.06) 19,000
AVAGO TECHNOLOGIES LTD SHS 401 -401 (50) 4,000
BAIDU INC SPON ADR REP A 282,693 -104,628 (27.01) 1,206,905
BAKER HUGHES INC COM 239,974 -4,172 (1.71) 4,199,020
BALLARD PWR SYS INC NEW COM 2,975 New 1,591,034
BANK AMER CORP COM 10,726 -142,403 (93) 608,765
BARRICK GOLD CORP COM 91,307 -192 (0.21) 8,430,945
BIOMARIN PHARMACEUTICAL INC COM 3,146 657 26.40 33,520


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