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) 221

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 5.37%
Healthcare 13.85%
Services 9.63%
Technology 52.3%
Transportation
Utilities

54 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 2,530 2,530 New 10,200
YELP INC CL A 2,498 593 31.11 47,200
E M C CORP MASS COM 2,241 2,241 New 84,900
WEST CORP COM 1,918 741 62.92 55,557
CSG SYS INTL INC COM 1,847 1,847 New 73,100
RF MICRODEVICES INC COM 1,598 1,598 New 96,300
LATTICE SEMICONDUCTOR CORP COM 1,490 1,490 New 202,400
APPLIED MATLS INC COM 1,162 1,162 New 49,213
ARRIS GROUP INC NEW COM 1,063 1,063 New 39,600
SPANSION INC COM CL A NEW 1,057 1,057 New 28,800
MICRON TECHNOLOGY INC COM 998 998 New 33,600
TABLEAU SOFTWARE INC CL A 813 813 New 10,100
TWITTER INC COM 356 356 New 9,700
TRINET GROUP INC COM 285 285 New 8,500
DLH HLDGS CORP COM 139 139 New 66,025
PC-TEL INC COM 136 136 New 16,400
CHECKPOINT SYS INC COM 136 136 New 10,100
IXYS CORP COM 134 134 New 11,400
GLOBALSCAPE INC COM 128 128 New 53,421
EMMIS COMMUNICATIONS CORP CL A 119 24 25.16 59,200