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 17.04%
Capital Goods 1.15%
Conglomerates
Consumer Cyclical 5.07%
Consumer/Non-Cyclical 0.09%
Energy 0.04%
Financial 4.44%
Healthcare 10.64%
Services 11.45%
Technology 44.26%
Transportation 0%
Utilities

22 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
WELLS GARDNER ELECTRS CORP COM 19 19 New 14,600
ENVIROSTAR INC COM 41 41 New 17,125
PEDEVCO CORP COM NEW 63 63 New 34,444
RICHARDSON ELECTRS LTD COM 124 124 New 12,300
INTEST CORP COM 153 153 New 32,414
ULTRA CLEAN HLDGS INC COM 153 153 New 15,200
SUMMER INFANT INC COM 187 187 New 45,600
AMDOCS LTD SHS 458 458 New 10,000
MENS WEARHOUSE INC COM 940 940 New 18,000
WEST CORP COM 980 980 New 34,100
SKYWORKS SOLUTIONS INC COM 1,086 1,086 New 20,000
LAM RESEARCH CORP COM 1,943 1,943 New 27,500
GLOBAL PMTS INC COM 2,361 2,361 New 33,000
VISTEON CORP COM NEW 2,474 2,474 New 25,000
ALLIANCE DATA SYSTEMS CORP COM 2,645 2,645 New 10,000
FACEBOOK INC CL A 3,357 3,357 New 45,000
ON SEMICONDUCTOR CORP COM 4,906 4,906 New 550,000
BAIDU INC SPON ADR REP A 5,481 5,481 New 25,000
SEAGATE TECHNOLOGY PLC SHS 5,774 5,774 New 97,500
GOOGLE INC CL A 6,520 6,520 New 11,000


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