PLATINUM MANAGEMENT (NY) LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 71
New Positions 19
Increased Positions 23
Decreased Positions 47
Positions with Activity 70
Sold Out Positions 24
Total Mkt Value (in $ millions) 331

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

Sector Weighting

Basic Materials 0.11%
Capital Goods 0.53%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 0%
Financial 0.83%
Healthcare 5.2%
Services 3.68%
Technology 81.32%
Transportation 8.34%
Utilities

71 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A -3,094 Sold Out 0
GOOGLE INC CL A 348 -1,690 (82.93) 640
MADISON SQUARE GARDEN CO CL A 754 -1,741 (69.78) 13,600
MASTERCARD INC CL A 297 -1,093 (78.67) 4,000
TWENTY FIRST CENTY FOX INC CL A 715 -3,489 (82.99) 22,000
VANTIV INC CL A 592 -6,065 (91.11) 20,000
YELP INC CL A 1,609 -945 (37.02) 24,800
CABLEVISION SYS CORP CL A NY CABLVS -1,473 Sold Out 0
CBS CORP (CLASS B) CL B -5,762 Sold Out 0
GOOGLE INC CL C 343 -1,667 (82.93) 640
ADTRAN INC COM 236,691 236,691 New 10,519,608
ALLIANCE DATA SYSTEMS CORP COM 1,274 -4,423 (77.63) 5,200
AMAZON COM INC COM -3,314 Sold Out 0
AMERICAN EXPRESS CO COM 621 -3,285 (84.11) 7,200
ARRIS GROUP INC NEW COM -1,459 Sold Out 0
AUTODESK INC COM 363 -1,547 (81) 7,480
BORGWARNER INC COM -1,549 Sold Out 0
BROADSOFT INC COM 335 335 New 13,078
COMPUWARE CORP COM 1,829 -2,864 (61.03) 180,000
CONCUR TECHNOLOGIES INC COM 316 316 New 3,400