PLATINUM MANAGEMENT (NY) LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 85
New Positions 22
Increased Positions 38
Decreased Positions 46
Positions with Activity 84
Sold Out Positions 33
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 16.3%
Capital Goods 1.2%
Conglomerates
Consumer Cyclical 4.73%
Consumer/Non-Cyclical 0.08%
Energy 0.04%
Financial 4.32%
Healthcare 10.11%
Services 11.44%
Technology 45.95%
Transportation 0%
Utilities

38 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALLIANCE DATA SYSTEMS CORP COM 2,463 2,463 New 10,000
AMDOCS LTD SHS 475 475 New 10,000
APPLE INC COM 7,067 7,067 New 70,000
BAIDU INC SPON ADR REP A 5,623 5,623 New 25,000
ENVIROSTAR INC COM 44 44 New 17,125
FACEBOOK INC CL A 3,506 3,506 New 45,000
GLOBAL PMTS INC COM 2,344 2,344 New 33,000
GOOGLE INC CL A 6,659 6,659 New 11,000
INTEST CORP COM 173 173 New 32,414
LAM RESEARCH CORP COM 2,089 2,089 New 27,500
MENS WEARHOUSE INC COM 879 879 New 18,000
ON SEMICONDUCTOR CORP COM 5,379 5,379 New 550,000
PEDEVCO CORP COM NEW 52 52 New 34,444
RICHARDSON ELECTRS LTD COM 124 124 New 12,300
SEAGATE TECHNOLOGY PLC SHS 5,685 5,685 New 97,500
SKYWORKS SOLUTIONS INC COM 1,154 1,154 New 20,000
SUMMER INFANT INC COM 172 172 New 45,600
ULTRA CLEAN HLDGS INC COM 142 142 New 15,200
VISTEON CORP COM NEW 2,620 2,620 New 25,000
WELLS GARDNER ELECTRS CORP COM 18 18 New 14,600