PLATINUM MANAGEMENT (NY) LLC Information

250 WEST 55TH STREET, NEW YORK, New York, 10019, (212) 581-2401

Report Date: 09/30/2014

Position Statistics

Total Positions 89
New Positions 38
Increased Positions 54
Decreased Positions 33
Positions with Activity 87
Sold Out Positions 19
Total Mkt Value (in $ millions) 218

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.07%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.03%
Energy 0.01%
Financial 5.4%
Healthcare 13.29%
Services 9.8%
Technology 52.5%
Transportation
Utilities

87 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
XILINX INC COM 3,850 3,850 New 99,800
NICE SYS LTD SPONSORED ADR 3,779 -4,381 (53.69) 77,200
PMC-SIERRA INC COM 3,746 3,746 New 423,800
SKYWORKS SOLUTIONS INC COM 3,206 1,545 93 38,600
SYNAPTICS INC COM 3,188 3,188 New 41,500
JD COM INC SPON ADR CL A 3,040 3,040 New 122,400
IAC INTERACTIVECORP COM PAR $.001 2,672 2,672 New 43,840
SINA CORP ORD 2,615 1,891 261 72,200
VISA INC COM CL A 2,600 2,600 New 10,200
AMAZON COM INC COM 2,517 -4,573 (64.5) 7,100
YELP INC CL A 2,477 588 31.11 47,200
ON SEMICONDUCTOR CORP COM 2,404 -3,102 (56.34) 240,132
E M C CORP MASS COM 2,201 2,201 New 84,900
WEST CORP COM 1,817 702 62.92 55,557
CSG SYS INTL INC COM 1,792 1,792 New 73,100
RF MICRODEVICES INC COM 1,598 1,598 New 96,300
LATTICE SEMICONDUCTOR CORP COM 1,443 1,443 New 202,400
APPLIED MATLS INC COM 1,124 1,124 New 49,213
LAM RESEARCH CORP COM 1,093 -1,009 (48) 14,300
ARRIS GROUP INC NEW COM 1,038 1,038 New 39,600