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) 204

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 2.47%
Conglomerates
Consumer Cyclical 7.98%
Consumer/Non-Cyclical
Energy 0.01%
Financial 2.61%
Healthcare 16.16%
Services 18.5%
Technology 45.13%
Transportation 0.02%
Utilities

39 New Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ERICSSON ADR B SEK 10 1,251 1,251 New 98,000
EMMIS COMMUNICATIONS CORP CL A 42 42 New 15,840
LAMAR ADVERTISING CO CL A 878 878 New 16,940
AMAZON COM INC COM 794 794 New 2,450
ARAMARK COM 1,338 1,338 New 49,000
AVIS BUDGET GROUP COM 828 828 New 14,000
CARE COM INC COM 281 281 New 28,000
CDW CORP COM 2,865 2,865 New 92,400
CISCO SYS INC COM 6,272 6,272 New 241,500
COMMSCOPE HLDG CO INC COM 3,777 3,777 New 161,419
DANA HLDG CORP COM 2,134 2,134 New 90,300
DST SYS INC DEL COM 1,307 1,307 New 14,000
FASTENAL CO COM 2,450 2,450 New 54,250
GLOBALSCAPE INC COM 56 56 New 20,882
HARMAN INTL INDS INC COM 773 773 New 6,790
HD SUPPLY HLDGS INC COM 4,723 4,723 New 175,703
MARKETO INC COM 628 628 New 22,260
MERCADOLIBRE INC COM 570 570 New 6,300
TENNECO INC COM 5,285 5,285 New 77,700
TEXAS INSTRS INC COM 1,865 1,865 New 39,830