PLATINUM MANAGEMENT (NY) LLC Information

152 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 581-2401

Report Date: 03/31/2014

Position Statistics

Total Positions 87
New Positions 39
Increased Positions 60
Decreased Positions 26
Positions with Activity 86
Sold Out Positions 24
Total Mkt Value (in $ millions) 206

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 2.53%
Conglomerates
Consumer Cyclical 7.88%
Consumer/Non-Cyclical
Energy 0.01%
Financial 2.59%
Healthcare 16.27%
Services 18.31%
Technology 45.4%
Transportation 0.02%
Utilities

60 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMMSCOPE HLDG CO INC COM 3,593 3,593 New 161,419
WESCO INTL INC COM 3,576 3,576 New 42,085
PRICELINE GRP INC COM NEW 3,575 3,575 New 2,940
ECHO THERAPEUTICS INC COM NEW 3,532 3,532 New 1,605,424
TIME WARNER CABLE INC COM 3,473 2,730 367.60 23,380
CONCUR TECHNOLOGIES INC COM 3,201 2,896 949.77 35,692
LEVEL 3 COMMUNICATIONS INC COM NEW 3,161 353 12.58 70,700
CDW CORP COM 2,947 2,947 New 92,400
MADISON SQUARE GARDEN CO CL A 2,882 2,046 244.85 46,900
FASTENAL CO COM 2,612 2,612 New 54,250
SENSATA TECHNOLOGIES HLDG NV SHS 2,600 731 39.10 54,250
DANA HLDG CORP COM 2,154 2,154 New 90,300
TEXAS INSTRS INC COM 1,951 1,951 New 39,830
AON PLC SHS CL A 1,858 1,858 New 20,650
FIDELITY NATL INFORMATION SVCS COM 1,813 1,592 722.50 32,900
VISA INC COM CL A 1,667 1,322 383.25 7,732
WESTERN DIGITAL CORP COM 1,336 1,336 New 14,000
ARAMARK COM 1,315 1,315 New 49,000
DST SYS INC DEL COM 1,289 1,289 New 14,000
ERICSSON ADR B SEK 10 1,143 1,143 New 98,000


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