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
AGILENT TECHNOLOGIES INC COM -207 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -5,921 Sold Out 0
KEYSIGHT TECHNOLOGIES INC COM -85 Sold Out 0
LINKEDIN CORP COM CL A -205,917 Sold Out 0
SUNGY MOBILE LTD ADR REP ORD A -1,359 Sold Out 0
TRULIA INC COM -31,572 Sold Out 0
ARISTA NETWORKS INC COM 266 -399 (60) 4,000
AVAGO TECHNOLOGIES LTD SHS 401 -401 (50) 4,000
NXP SEMICONDUCTORS N V COM 421 -344 (45) 5,500
VERIZON COMMUNICATIONS INC COM 435 New 9,256
IMMUNOGEN INC COM 554 New 90,600
LEJU HLDGS LTD SPONSORED ADS 619 -1,739 (73.75) 57,865
OWENS CORNING NEW COM 690 New 20,000
AUTOHOME INC SP ADR RP CL A 739 -37,348 (98.06) 19,000
ULTRA PETROLEUM CORP COM 741 New 47,000
ARIAD PHARMACEUTICALS INC COM 811 New 112,300
SYNERON MEDICAL LTD ORD SHS 912 New 94,330
E M C CORP MASS COM 995 New 33,000
SKYWORKS SOLUTIONS INC COM 1,018 -364 (26.32) 14,000
GT ADVANCED TECHNOLOGIES INC COM 1,073 New 2,530,408