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) 219

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

Sector Weighting

Basic Materials 17.37%
Capital Goods 1.09%
Conglomerates
Consumer Cyclical 5.03%
Consumer/Non-Cyclical 0.07%
Energy 0.03%
Financial 4.61%
Healthcare 10.11%
Services 10.57%
Technology 45.47%
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 2,805 2,805 New 10,000
AMDOCS LTD SHS 469 469 New 10,000
GOOGLE INC CL A 6,148 6,148 New 11,000
RICHARDSON ELECTRS LTD COM 124 124 New 12,300
WELLS GARDNER ELECTRS CORP COM 18 18 New 14,600
ULTRA CLEAN HLDGS INC COM 126 126 New 15,200
ENVIROSTAR INC COM 45 45 New 17,125
MENS WEARHOUSE INC COM 839 839 New 18,000
AMAZON COM INC COM 5,912 5,188 716.33 20,000
SKYWORKS SOLUTIONS INC COM 1,116 1,116 New 20,000
AON PLC SHS CL A 1,820 96 5.57 21,800
BAIDU INC SPON ADR REP A 5,724 5,724 New 25,000
VISTEON CORP COM NEW 2,345 2,345 New 25,000
LAM RESEARCH CORP COM 2,082 2,082 New 27,500
INTEST CORP COM 148 148 New 32,414
GLOBAL PMTS INC COM 2,644 2,644 New 33,000
WEST CORP COM 1,066 1,066 New 34,100
PEDEVCO CORP COM NEW 33 33 New 34,444
YELP INC CL A 2,128 1,797 542.86 36,000
LIBERTY GLOBAL PLC SHS CL A 1,969 1,042 112.41 43,000