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| Name: |
PLATINUM INVESTMENT MANAGEMENT LTD |
| City: |
SYDNEY AUSTRALIA 2000 |
| State: |
C3 |
| Zip: |
00000 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ZTO |
Zto Express Cayman Inc |
1 |
- |
$17.78 |
$203,004,000 |
10,232,072 |
11.76% |
-32,505,000 |
-1,814,410 |
1.576 |
N/A |
|
|
TRU |
Transunion |
2 |
- |
$87.26 |
$142,027,000 |
1,711,379 |
8.23% |
-17,645,000 |
-10,897 |
0.841 |
N/A |
|
|
UBS |
UBS AG (USA) |
3 |
New |
$33.44 |
$131,702,000 |
4,336,796 |
7.63% |
131,702,000 |
4,336,796 |
0.117 |
Foreign Money Center ... |
|
|
GOOGL |
Alphabet Inc |
4 |
- |
$178.53 |
$114,600,000 |
741,079 |
6.64% |
-26,633,000 |
-5,000 |
0.012 |
Search Engines & Info... |
|
|
MRK |
Merck & Co Inc |
5 |
New |
$79.10 |
$92,921,000 |
1,035,220 |
5.38% |
92,921,000 |
1,035,220 |
0.041 |
Drug Manufacturers - ... |
|
|
VAL |
Valaris plc |
6 |
- |
$41.86 |
$88,423,000 |
2,252,249 |
5.12% |
52,407,000 |
1,438,139 |
1.129 |
Oil & Gas Drilling & ... |
|
|
SLB |
Schlumberger Ltd |
7 |
- |
$34.01 |
$88,003,000 |
2,105,343 |
5.1% |
7,171,000 |
-2,952 |
0.151 |
Oil & Gas Equipment &... |
|
|
AVGO |
Broadcom Limited |
8 |
- |
$269.35 |
$87,916,000 |
525,089 |
5.09% |
-34,333,000 |
-2,212 |
0.011 |
Semiconductor- Broad... |
|
|
ABBV |
Abbvie Inc. |
9 |
New |
$182.31 |
$87,656,000 |
418,367 |
5.08% |
87,656,000 |
418,367 |
0.024 |
Drug Manufacturers - ... |
|
|
LRCX |
Lam Research Corp |
10 |
- |
$97.20 |
$83,193,000 |
1,144,330 |
4.82% |
81,959,000 |
1,127,244 |
0.089 |
Semiconductor Equipme... |
|
|
MU |
Micron Technology Inc |
11 |
- |
$124.76 |
$81,400,000 |
936,814 |
4.72% |
40,317,000 |
448,665 |
0.084 |
Semiconductor - Memor... |
|
|
CCJ |
Cameco Corporation (USA) |
12 |
- |
$73.27 |
$81,345,000 |
1,976,297 |
4.71% |
27,758,000 |
933,572 |
0.499 |
Industrial Metals & M... |
|
|
ICE |
Intercontinental Exchange Inc |
13 |
- |
$181.75 |
$79,890,000 |
463,131 |
4.63% |
-44,895,000 |
-374,293 |
0.083 |
Business Services |
|
|
GOOG |
Alphabet Inc |
14 |
- |
$178.27 |
$56,651,000 |
362,613 |
3.28% |
-15,719,000 |
-17,402 |
0.006 |
Search Engines & Info... |
|
|
TCOM |
Trip.com Group Ltd |
15 |
- |
$58.67 |
$43,062,000 |
677,282 |
2.5% |
-3,440,000 |
0 |
0.114 |
Gambling/Resorts |
|
|
DDL |
Dingdong Cayman 2 Adr Repre... |
16 |
- |
$0.00 |
$21,940,000 |
8,125,973 |
1.27% |
-4,713,000 |
0 |
4.069 |
N/A |
|
|
JD |
JD.com |
17 |
- |
$33.07 |
$17,644,000 |
429,088 |
1.02% |
1,770,000 |
-28,777 |
0.032 |
Internet Service Prov... |
|
|
NOAH |
Noah Holdings Ltd. American... |
18 |
- |
$12.03 |
$17,477,000 |
1,849,389 |
1.01% |
-5,390,000 |
-103,362 |
4.109 |
Asset Management |
|
|
PDD |
Bloom Energy Corp |
19 |
- |
$105.14 |
$13,049,000 |
110,255 |
0.76% |
-35,879,000 |
-394,210 |
0.016 |
N/A |
|
|
AMZN |
Amazon.com Inc |
20 |
- |
$223.30 |
$10,421,000 |
54,770 |
0.6% |
-2,692,000 |
-5,000 |
0.001 |
Internet Software & S... |
|
|
V |
Visa Inc |
21 |
- |
$348.61 |
$9,222,000 |
26,315 |
0.53% |
-274,000 |
-3,733 |
0.002 |
Business Services |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
22 |
- |
$34.23 |
$9,187,000 |
248,238 |
0.53% |
988,000 |
0 |
0.077 |
Lodging |
|
|
META |
Meta Platforms Inc |
23 |
- |
$733.63 |
$8,384,000 |
14,546 |
0.49% |
-3,012,000 |
-4,917 |
0.001 |
Internet Service Prov... |
|
|
FLUT |
Flutter Entertainment plc |
24 |
- |
$278.68 |
$8,370,000 |
38,000 |
0.49% |
-1,990,000 |
-2,000 |
0.021 |
N/A |
|
|
UBER |
Uber Technologies, Inc |
25 |
- |
$91.53 |
$6,989,000 |
95,923 |
0.4% |
6,050,000 |
80,360 |
0.005 |
N/A |
|
|
ZTS |
Zoetis Inc. |
26 |
- |
$156.17 |
$6,586,000 |
40,000 |
0.38% |
69,000 |
0 |
0.008 |
Drugs - Generic |
|
|
JNJ |
Johnson & Johnson |
27 |
- |
$152.41 |
$5,961,000 |
35,942 |
0.35% |
763,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
SQ |
Square Inc |
28 |
New |
$66.63 |
$5,594,000 |
102,959 |
0.32% |
5,594,000 |
102,959 |
0.019 |
N/A |
|
|
BIRK |
Birkenstock Holding |
29 |
- |
$0.00 |
$5,502,000 |
120,000 |
0.32% |
403,000 |
30,000 |
0.064 |
N/A |
|
|
AS |
Amer Sports Inc |
30 |
- |
$39.36 |
$5,346,000 |
200,000 |
0.31% |
-1,644,000 |
-50,000 |
0.04 |
N/A |
|
|
CSGP |
CoStar Group Inc |
31 |
- |
$80.76 |
$5,150,000 |
65,000 |
0.3% |
139,000 |
-5,000 |
0.016 |
Business Software & S... |
|
|
ROIV |
Roivant Sciences Ltd. |
32 |
- |
$11.39 |
$5,003,000 |
495,797 |
0.29% |
-1,244,000 |
-32,234 |
0.072 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
33 |
- |
$114.08 |
$4,274,000 |
32,319 |
0.25% |
1,828,000 |
3,474 |
0.001 |
N/A |
|
|
CNTA |
Centessa Pharmaceuticals Plc |
34 |
- |
$0.00 |
$3,852,000 |
267,887 |
0.22% |
-2,350,000 |
-102,391 |
0.204 |
N/A |
|
|
VEEV |
Veeva Systems Inc |
35 |
- |
$283.41 |
$3,824,000 |
16,508 |
0.22% |
225,000 |
-611 |
0.012 |
Healthcare Informatio... |
|
|
APGE |
Apogee Therapeutics, Inc. |
36 |
- |
$43.38 |
$3,573,000 |
95,646 |
0.21% |
-760,000 |
0 |
0.164 |
N/A |
|
|
MSFT |
Microsoft Corp |
37 |
- |
$495.94 |
$3,506,000 |
9,340 |
0.2% |
-283,000 |
351 |
0 |
Application Software |
|
|
NFLX |
Netflix Inc |
38 |
- |
$1,323.12 |
$3,374,000 |
3,618 |
0.2% |
149,000 |
0 |
0.001 |
Music & Video Stores |
|
|
VERA |
Vera Therapeutics, Inc. |
39 |
- |
$0.00 |
$3,346,000 |
139,318 |
0.19% |
-1,715,000 |
19,654 |
0.254 |
N/A |
|
|
ZYME |
Zymeworks Inc |
40 |
- |
$12.47 |
$3,319,000 |
278,658 |
0.19% |
-1,168,000 |
-27,802 |
0.398 |
N/A |
|
|
ADCT |
ADC Therapeutics Sa |
41 |
- |
$2.71 |
$2,874,000 |
2,038,087 |
0.17% |
-335,000 |
425,531 |
2.882 |
N/A |
|
|
MA |
MasterCard Inc A |
42 |
- |
$550.32 |
$2,869,000 |
5,234 |
0.17% |
12,000 |
-191 |
0.001 |
Business Services |
|
|
MRUS |
Merus Nv |
43 |
- |
$52.99 |
$2,729,000 |
64,841 |
0.16% |
-176,000 |
-4,244 |
0.091 |
N/A |
|
|
IMVT |
Immunovant Inc |
44 |
- |
$0.00 |
$2,683,000 |
156,989 |
0.16% |
-2,329,000 |
-45,334 |
0.18 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
45 |
- |
$157.75 |
$2,653,000 |
24,479 |
0.15% |
2,441,000 |
22,897 |
0 |
Semiconductor - Speci... |
|
|
WVE |
Wave Life Sciences Ltd. |
46 |
- |
$6.67 |
$2,521,000 |
311,992 |
0.15% |
-1,338,000 |
0 |
0.262 |
N/A |
|
|
ELF |
E L F Beauty Inc |
47 |
- |
$126.33 |
$2,512,000 |
40,000 |
0.15% |
-2,171,000 |
2,700 |
0.072 |
N/A |
|
|
IDYA |
Ideaya Biosciences, Inc. |
48 |
- |
$0.00 |
$2,501,000 |
152,713 |
0.14% |
-1,424,000 |
0 |
0.157 |
N/A |
|
|
BCYC |
Bicycle Therapeutics Ltd |
49 |
- |
$0.00 |
$2,442,000 |
287,599 |
0.14% |
-1,885,000 |
-21,460 |
0.417 |
N/A |
|
|
BBIO |
Bridgebio Pharma, Inc. |
50 |
New |
$44.86 |
$2,432,000 |
70,350 |
0.14% |
2,432,000 |
70,350 |
0.04 |
N/A |
|
|
RXRX |
Recursion Pharmaceuticals, ... |
51 |
- |
$5.03 |
$2,095,000 |
395,954 |
0.12% |
-2,860,000 |
-337,057 |
0.145 |
N/A |
|
|
SWTX |
Springworks Therapeutics, Inc. |
52 |
- |
$0.00 |
$2,060,000 |
46,671 |
0.12% |
366,000 |
-224 |
0.056 |
N/A |
|
|
PRQR |
ProQR Therapeutics N.V. |
53 |
- |
$2.04 |
$2,046,000 |
1,538,247 |
0.12% |
-2,030,000 |
0 |
3.068 |
N/A |
|
|
GOSS |
Gossamer Bio Inc |
54 |
- |
$1.25 |
$1,904,000 |
1,731,355 |
0.11% |
-973,000 |
-1,448,940 |
0.768 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
55 |
New |
$99.39 |
$1,681,000 |
21,690 |
0.1% |
1,681,000 |
21,690 |
0.007 |
Diversified Computer ... |
|
|
CDNS |
Cadence Design Systems Inc |
56 |
- |
$305.20 |
$1,612,000 |
6,337 |
0.09% |
-25,000 |
889 |
0.002 |
Technical & System So... |
|
|
PTC |
PTC INC |
57 |
- |
$169.30 |
$1,520,000 |
9,808 |
0.09% |
-35,000 |
1,353 |
0.008 |
Technical & System So... |
|
|
SNPS |
Synopsys Inc |
58 |
- |
$502.63 |
$1,422,000 |
3,317 |
0.08% |
-188,000 |
0 |
0.002 |
Technical & System So... |
|
|
MGTX |
Meiragtx Holdings Plc |
59 |
- |
$6.61 |
$1,412,000 |
208,308 |
0.08% |
-111,000 |
-41,692 |
0.327 |
N/A |
|
|
IMTX |
Immatics N.V |
60 |
- |
$5.43 |
$1,406,000 |
311,722 |
0.08% |
-810,000 |
0 |
0.302 |
N/A |
|
|
ACIU |
AC Immune SA |
61 |
- |
$2.01 |
$1,383,000 |
739,342 |
0.08% |
-1,188,000 |
-212,727 |
1.031 |
N/A |
|
|
MBX |
Mbx Biosciences, Inc. |
62 |
- |
$0.00 |
$1,372,000 |
185,932 |
0.08% |
-1,615,000 |
23,842 |
0.556 |
N/A |
|
|
APH |
Amphenol Corp |
63 |
- |
$97.67 |
$1,353,000 |
20,632 |
0.08% |
764,000 |
12,158 |
0.002 |
Diversified Electronics |
|
|
TRMD |
Torm A/S (ADR) |
64 |
- |
$17.08 |
$1,306,000 |
80,000 |
0.08% |
-1,623,000 |
-72,439 |
0.107 |
Water Transportation |
|
|
GPCR |
Structure Therapeutics Inc. |
65 |
- |
$21.08 |
$1,297,000 |
74,900 |
0.08% |
-734,000 |
0 |
0.119 |
N/A |
|
|
ARWR |
Arrowhead Pharmaceuticals Inc |
66 |
- |
$16.08 |
$1,254,000 |
98,409 |
0.07% |
-408,000 |
9,984 |
0.096 |
Business Services |
|
|
AMAT |
Applied Materials Inc |
67 |
- |
$183.21 |
$1,251,000 |
8,620 |
0.07% |
25,000 |
1,084 |
0.001 |
Semiconductor Equipme... |
|
|
RCUS |
Arcus Biosciences Inc |
68 |
- |
$7.95 |
$1,207,000 |
153,783 |
0.07% |
-1,083,000 |
0 |
0.237 |
N/A |
|
|
ADSK |
Autodesk Inc |
69 |
- |
$305.13 |
$1,135,000 |
4,336 |
0.07% |
-147,000 |
0 |
0.002 |
Technical & System So... |
|
|
ADBE |
Adobe Systems Inc |
70 |
- |
$385.83 |
$1,062,000 |
2,769 |
0.06% |
1,062,000 |
2,769 |
0.001 |
Application Software |
|
|
DRUG |
Bright Minds Biosciences Or... |
71 |
New |
$0.00 |
$1,021,000 |
28,308 |
0.06% |
1,021,000 |
28,308 |
0.315 |
N/A |
|
|
CPNG |
Coupang, Inc. |
72 |
- |
$0.00 |
$999,000 |
45,541 |
0.06% |
205,000 |
9,430 |
0.003 |
N/A |
|
|
AURA |
Aura Biosciences, Inc. |
73 |
- |
$0.00 |
$951,000 |
162,358 |
0.06% |
-384,000 |
0 |
0.33 |
N/A |
|
|
PBR.A |
Petroleo Brasileiro S.A Cla... |
74 |
New |
$11.39 |
$929,000 |
71,252 |
0.05% |
929,000 |
71,252 |
0.002 |
Oil & Gas Refining, P... |
|
|
BKNG |
Booking Holdings Inc |
75 |
- |
$5,693.13 |
$921,000 |
200 |
0.05% |
-73,000 |
0 |
0 |
Internet Software & S... |
|
|
CDXS |
Codexis Inc |
76 |
- |
$2.39 |
$851,000 |
316,383 |
0.05% |
-103,000 |
116,320 |
0.488 |
Biotechnology |
|
|
INTC |
Intel Corp |
77 |
- |
$22.69 |
$809,000 |
35,620 |
0.05% |
545,000 |
22,449 |
0.001 |
Semiconductor- Broad... |
|
|
COGT |
Cogent Biosciences, Inc. |
78 |
- |
$7.10 |
$802,000 |
133,910 |
0.05% |
-429,000 |
-23,941 |
0.103 |
N/A |
|
|
KURA |
Kura Oncology Inc |
79 |
- |
$5.67 |
$505,000 |
76,533 |
0.03% |
-162,000 |
0 |
0.091 |
N/A |
|
|
SKYE |
Skye Bioscience Inc |
80 |
- |
$4.11 |
$466,000 |
293,320 |
0.03% |
-762,000 |
-140,726 |
1.045 |
N/A |
|
|
LBRDK |
Liberty Broadband Corporation |
81 |
- |
$96.16 |
$425,000 |
4,998 |
0.02% |
294,000 |
3,251 |
0.003 |
N/A |
|
|
TXN |
Texas Instruments Inc |
82 |
- |
$207.08 |
$408,000 |
2,270 |
0.02% |
-1,653,000 |
-8,723 |
0 |
Semiconductor- Broad... |
|
|
ADI |
Analog Devices Inc |
83 |
- |
$236.96 |
$388,000 |
1,922 |
0.02% |
388,000 |
1,922 |
0 |
Semiconductor- Broad... |
|
|
ANSS |
ANSYS Inc |
84 |
- |
$347.19 |
$374,000 |
1,182 |
0.02% |
-25,000 |
0 |
0.001 |
Technical & System So... |
|
|
DUOL |
Duolingo, Inc. |
85 |
New |
$411.26 |
$313,000 |
1,007 |
0.02% |
313,000 |
1,007 |
0.003 |
N/A |
|
|
DG |
Dollar General Corp |
87 |
- |
$114.45 |
$306,000 |
3,476 |
0.02% |
219,000 |
2,326 |
0 |
Discount, Variety Stores |
|
|
NYCB |
New York Community Bancorp Inc |
86 |
- |
$10.81 |
$306,000 |
26,302 |
0.02% |
217,000 |
16,792 |
0.003 |
Savings & Loans |
|
|
UHS |
Universal Health Services Inc |
88 |
- |
$178.08 |
$302,000 |
1,608 |
0.02% |
214,000 |
1,120 |
0.002 |
Hospitals |
|
|
CLB |
Core Laboratories N V |
89 |
- |
$11.74 |
$300,000 |
20,025 |
0.02% |
212,000 |
14,927 |
0.025 |
Oil & Gas Equipment &... |
|
|
CORT |
Corcept Therapeutics Inc |
90 |
- |
$73.22 |
$297,000 |
2,598 |
0.02% |
254,000 |
1,742 |
0.003 |
Biotechnology |
|
|
CI |
Cigna Corporation |
91 |
- |
$326.31 |
$297,000 |
902 |
0.02% |
210,000 |
586 |
0 |
Health Care Plans |
|
|
SRE |
Sempra Energy |
92 |
- |
$71.98 |
$297,000 |
4,159 |
0.02% |
168,000 |
2,683 |
0 |
Electric Utilities |
|
|
HCA |
HCA Holdings Inc |
93 |
- |
$379.30 |
$292,000 |
846 |
0.02% |
204,000 |
554 |
0 |
Hospitals |
|
|
CVS |
CVS/Caremark Corp |
95 |
- |
$68.49 |
$291,000 |
4,291 |
0.02% |
202,000 |
2,311 |
0 |
Drug Stores |
|
|
NE |
Noble Corp |
94 |
- |
$26.77 |
$291,000 |
12,268 |
0.02% |
201,000 |
9,406 |
0.009 |
Oil & Gas Drilling & ... |
|
|
KSS |
Kohls Corporation |
97 |
- |
$8.44 |
$290,000 |
35,429 |
0.02% |
204,000 |
29,321 |
0 |
Department Stores |
|
|
RH |
Restoration Hardware Holdin... |
96 |
New |
$190.83 |
$290,000 |
1,238 |
0.02% |
290,000 |
1,238 |
0.028 |
Home Furnishing Stores |
|
|
OMF |
OneMain Holdings Inc |
98 |
- |
$56.65 |
$280,000 |
5,721 |
0.02% |
193,000 |
4,055 |
0.004 |
Credit Services |
|
|
TSN |
Tyson Foods Inc |
99 |
- |
$55.24 |
$277,000 |
4,337 |
0.02% |
190,000 |
2,814 |
0.001 |
Meat Products |
|
|
WHR |
Whirlpool Corp |
100 |
- |
$104.67 |
$271,000 |
3,005 |
0.02% |
182,000 |
2,229 |
0.006 |
Appliances |
|
