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) 212

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

Sector Weighting

Basic Materials 17.47%
Capital Goods 1.1%
Conglomerates
Consumer Cyclical 4.86%
Consumer/Non-Cyclical 0.07%
Energy 0.03%
Financial 4.58%
Healthcare 10.29%
Services 10.88%
Technology 45.04%
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 2,688 2,688 New 10,000
AMDOCS LTD SHS 458 458 New 10,000
GOOGLE INC CL A 5,970 5,970 New 11,000
RICHARDSON ELECTRS LTD COM 123 123 New 12,300
WELLS GARDNER ELECTRS CORP COM 16 16 New 14,600
ULTRA CLEAN HLDGS INC COM 117 117 New 15,200
ENVIROSTAR INC COM 43 43 New 17,125
MENS WEARHOUSE INC COM 804 804 New 18,000
AMAZON COM INC COM 6,259 5,493 716.33 20,000
SKYWORKS SOLUTIONS INC COM 1,074 1,074 New 20,000
AON PLC SHS CL A 1,781 94 5.57 21,800
BAIDU INC SPON ADR REP A 5,482 5,482 New 25,000
VISTEON CORP COM NEW 2,300 2,300 New 25,000
LAM RESEARCH CORP COM 1,976 1,976 New 27,500
INTEST CORP COM 151 151 New 32,414
GLOBAL PMTS INC COM 2,538 2,538 New 33,000
WEST CORP COM 1,017 1,017 New 34,100
PEDEVCO CORP COM NEW 34 34 New 34,444
YELP INC CL A 2,528 2,135 542.86 36,000
LIBERTY GLOBAL PLC SHS CL A 1,839 973 112.41 43,000


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