PLATINUM INVESTMENT MANAGEMENT LTD Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 89
New Positions 6
Increased Positions 27
Decreased Positions 26
Positions with Activity 53
Sold Out Positions 9
Total Mkt Value (in $ millions) 4,301

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

Sector Weighting

Basic Materials 5.13%
Capital Goods 0.99%
Conglomerates
Consumer Cyclical 0.5%
Consumer/Non-Cyclical 4.17%
Energy 1.57%
Financial 3.78%
Healthcare 3.37%
Services 25.17%
Technology 43.42%
Transportation
Utilities

89 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALERE INC COM -1,831 Sold Out 0
BIOTELEMETRY INC COM -1,976 Sold Out 0
CEVA INC COM -563 Sold Out 0
CIMPRESS N V SHS EURO -1,130 Sold Out 0
DISCOVER FINL SVCS COM -1,094 Sold Out 0
OWENS CORNING NEW COM -1,019 Sold Out 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW -915 Sold Out 0
WESTERN DIGITAL CORP COM -338 Sold Out 0
YY INC ADS REPCOM CLA -12,275 Sold Out 0
LEJU HLDGS LTD SPONSORED ADS 27 New 5,930
FACEBOOK INC CL A 225 New 1,940
E HOUSE CHINA HLDGS LTD ADR 305 New 47,000
AUTOHOME INC SP ADR RP CL A 344 New 14,000
VEECO INSTRS INC DEL COM 426 New 25,000
51JOB INC SP ADR REP COM 449 New 15,336
IMMUNOGEN INC COM 504 New 90,600
CONFORMIS INC COM 758 758 New 112,000
UNITED TECHNOLOGIES CORP COM 791 -989 (55.56) 8,000
VERASTEM INC COM 985 New 688,924
JUNO THERAPEUTICS INC COM 1,001 -607 (37.76) 24,895