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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 |
- |
$19.36 |
$304,046,000 |
14,287,877 |
12.35% |
-41,941,000 |
-26,872 |
2.201 |
N/A |
|
|
PDD |
Bloom Energy Corp |
2 |
- |
$113.52 |
$184,602,000 |
1,261,721 |
7.5% |
39,324,000 |
-219,649 |
0.186 |
N/A |
|
|
ICE |
Intercontinental Exchange Inc |
3 |
- |
$129.90 |
$161,271,000 |
1,255,708 |
6.55% |
23,591,000 |
4,302 |
0.224 |
Business Services |
|
|
MCHP |
Microchip Technology Inc |
4 |
- |
$85.93 |
$141,991,000 |
1,574,531 |
5.77% |
-89,576,000 |
-1,392,376 |
0.283 |
Semiconductor - Speci... |
|
|
CCJ |
Cameco Corporation (USA) |
5 |
- |
$48.19 |
$132,673,000 |
3,074,251 |
5.39% |
10,068,000 |
-14,984 |
0.777 |
Industrial Metals & M... |
|
|
MU |
Micron Technology Inc |
6 |
- |
$121.77 |
$132,493,000 |
1,552,526 |
5.38% |
24,543,000 |
-34,269 |
0.14 |
Semiconductor - Memor... |
|
|
TRU |
Transunion |
7 |
- |
$69.77 |
$124,421,000 |
1,810,812 |
5.05% |
8,630,000 |
197,904 |
0.952 |
N/A |
|
|
TCOM |
Trip.com Group Ltd |
8 |
- |
$48.67 |
$115,890,000 |
3,218,278 |
4.71% |
-1,941,000 |
-151,217 |
0.543 |
Gambling/Resorts |
|
|
SLB |
Schlumberger Ltd |
9 |
- |
$51.41 |
$100,006,000 |
1,921,722 |
4.06% |
-12,175,000 |
-2,472 |
0.138 |
Oil & Gas Equipment &... |
|
|
VAL |
Valaris plc |
10 |
- |
$69.31 |
$67,662,000 |
986,759 |
2.75% |
-6,635,000 |
-4,130 |
0.495 |
Oil & Gas Drilling & ... |
|
|
BAX |
Baxter International Inc |
11 |
- |
$39.57 |
$63,052,000 |
1,630,942 |
2.56% |
7,915,000 |
169,970 |
0.319 |
Medical Instruments &... |
|
|
GOOG |
Alphabet Inc |
12 |
- |
$156.00 |
$60,649,000 |
430,347 |
2.46% |
1,728,000 |
-16,532 |
0.007 |
Search Engines & Info... |
|
|
BABA |
Alibaba Group Holding Limited |
13 |
- |
$69.61 |
$60,339,000 |
778,466 |
2.45% |
-8,326,000 |
-13,154 |
0.029 |
N/A |
|
|
FB |
Meta Platforms Inc |
14 |
- |
$499.76 |
$60,295,000 |
170,344 |
2.45% |
4,980,000 |
-13,910 |
0.007 |
Internet Service Prov... |
|
|
PBR |
Petroleo Brasileiro S.A. (ADR) |
15 |
- |
$15.65 |
$55,165,000 |
3,454,261 |
2.24% |
3,164,000 |
-14,795 |
0.053 |
Oil & Gas Drilling & ... |
|
|
MBLY |
Mobileye Global Inc. |
16 |
- |
$30.13 |
$43,137,000 |
995,770 |
1.75% |
1,636,000 |
-3,057 |
1.692 |
N/A |
|
|
NOAH |
Noah Holdings Ltd. American... |
17 |
- |
$12.04 |
$35,670,000 |
2,582,876 |
1.45% |
3,461,000 |
-47 |
5.738 |
Asset Management |
|
|
BLL |
Ball Corp |
18 |
- |
$63.77 |
$32,152,000 |
558,969 |
1.31% |
31,903,000 |
553,967 |
0.171 |
Packaging & Containers |
|
|
SUZBY |
Suzano Papel E Celulose SA |
19 |
- |
$11.60 |
$31,922,000 |
2,810,000 |
1.3% |
-17,742,000 |
-1,809,892 |
3.122 |
N/A |
|
|
MTAL |
Metals Acquisition Ord Shs ... |
20 |
- |
$0.00 |
$27,640,000 |
2,236,246 |
1.12% |
3,245,000 |
199,898 |
8.435 |
N/A |
|
|
STNG |
Scorpio Tankers Inc |
21 |
- |
$70.95 |
$27,328,000 |
449,478 |
1.11% |
2,873,000 |
-2,394 |
0.775 |
AirDelivery & Freight... |
|
|
EXAI |
Exscientia Adr |
22 |
- |
$0.00 |
$26,206,000 |
4,088,318 |
1.06% |
6,340,000 |
-306,740 |
3.396 |
N/A |
|
|
IDYA |
Ideaya Biosciences, Inc. |
23 |
- |
$0.00 |
$23,566,000 |
662,343 |
0.96% |
2,881,000 |
-104,339 |
1.377 |
N/A |
|
|
RXRX |
Recursion Pharmaceuticals, ... |
24 |
- |
$7.57 |
$22,421,000 |
2,273,964 |
0.91% |
4,557,000 |
-61,168 |
1.351 |
N/A |
|
|
ICVX |
Icosavax, Inc. |
25 |
- |
$0.00 |
$21,759,000 |
1,380,618 |
0.88% |
3,655,000 |
-955,374 |
3.505 |
N/A |
|
|
SQ |
Square Inc |
26 |
- |
$73.14 |
$21,274,000 |
275,040 |
0.86% |
9,700,000 |
13,549 |
0.051 |
N/A |
|
|
IREN |
Iris Energy Pty Ord Shs |
27 |
- |
$0.00 |
$18,071,000 |
2,527,367 |
0.73% |
8,399,000 |
-79,705 |
4.592 |
N/A |
|
|
JD |
JD.com |
28 |
- |
$25.06 |
$15,784,000 |
546,343 |
0.64% |
-160,000 |
-1,000 |
0.041 |
Internet Service Prov... |
|
|
DASH |
Doordash Inc |
29 |
- |
$133.84 |
$15,233,000 |
154,040 |
0.62% |
-411,000 |
-42,810 |
0.043 |
N/A |
|
|
QTRX |
Quanterix Corp |
30 |
- |
$15.94 |
$13,964,000 |
510,753 |
0.57% |
-3,934,000 |
-148,715 |
1.394 |
N/A |
|
|
DDL |
Dingdong Cayman 2 Adr Repre... |
31 |
- |
$0.00 |
$13,963,000 |
9,308,945 |
0.57% |
-3,864,000 |
166,736 |
4.662 |
N/A |
|
|
RYZB |
Rayzebio, Inc. |
32 |
- |
$62.49 |
$13,816,000 |
222,222 |
0.56% |
8,883,000 |
0 |
0.366 |
N/A |
|
|
BKNG |
Booking Holdings Inc |
33 |
- |
$3,467.77 |
$12,153,000 |
3,426 |
0.49% |
-72,000 |
-538 |
0.007 |
Internet Software & S... |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
34 |
- |
$38.24 |
$11,474,000 |
343,130 |
0.47% |
-2,139,000 |
-2,104 |
0.107 |
Lodging |
|
|
GOOGL |
Alphabet Inc |
35 |
- |
$154.40 |
$10,563,000 |
75,615 |
0.43% |
-2,370,000 |
-23,212 |
0.001 |
Search Engines & Info... |
|
|
ADBE |
Adobe Systems Inc |
36 |
- |
$476.22 |
$10,333,000 |
17,320 |
0.42% |
2,484,000 |
1,926 |
0.004 |
Application Software |
|
|
LRCX |
Lam Research Corp |
37 |
- |
$963.23 |
$10,023,000 |
12,796 |
0.41% |
1,806,000 |
-314 |
0.009 |
Semiconductor Equipme... |
|
|
PLNT |
Planet Fitness, Inc. |
38 |
- |
$60.76 |
$9,918,000 |
135,861 |
0.4% |
1,671,000 |
-31,824 |
0.151 |
N/A |
|
|
MSFT |
Microsoft Corp |
39 |
- |
$414.58 |
$9,773,000 |
25,989 |
0.4% |
3,226,000 |
5,253 |
0 |
Application Software |
|
|
IMVT |
Immunovant Inc |
40 |
- |
$0.00 |
$9,638,000 |
228,765 |
0.39% |
964,000 |
2,826 |
0.263 |
N/A |
|
|
MASS |
908 Devices Inc. |
41 |
- |
$5.79 |
$8,773,000 |
781,871 |
0.36% |
3,213,000 |
-52,953 |
3.013 |
N/A |
|
|
ESPR |
Esperion Therapeutics, Inc. |
42 |
- |
$1.91 |
$8,404,000 |
2,810,555 |
0.34% |
5,278,000 |
-378,962 |
3.323 |
Biotechnology |
|
|
BNTX |
Biontech Se Adr |
43 |
- |
$0.00 |
$8,396,000 |
79,552 |
0.34% |
972,000 |
11,214 |
0.033 |
N/A |
|
|
MRNA |
Moderna, Inc. |
44 |
- |
$0.00 |
$8,081,000 |
81,252 |
0.33% |
-320,000 |
-84 |
0.021 |
N/A |
|
|
APGE |
Apogee Therapeutics, Inc. |
45 |
- |
$50.66 |
$7,926,000 |
283,683 |
0.32% |
1,884,000 |
0 |
0.763 |
N/A |
|
|
ACIU |
AC Immune SA |
46 |
- |
$2.45 |
$7,578,000 |
1,515,585 |
0.31% |
3,809,000 |
193,123 |
2.113 |
N/A |
|
|
ROIV |
Roivant Sciences Ltd. |
47 |
- |
$10.71 |
$7,513,000 |
669,047 |
0.31% |
520,000 |
70,315 |
0.097 |
N/A |
|
|
V |
Visa Inc |
48 |
New |
$271.35 |
$7,210,000 |
27,693 |
0.29% |
7,210,000 |
27,693 |
0.002 |
Business Services |
|
|
JNJ |
Johnson & Johnson |
49 |
- |
$144.45 |
$6,684,000 |
42,647 |
0.27% |
42,000 |
0 |
0.002 |
Drug Manufacturers - ... |
|
|
BCYC |
Bicycle Therapeutics Ltd |
50 |
- |
$0.00 |
$6,546,000 |
362,080 |
0.27% |
811,000 |
76,601 |
1.231 |
N/A |
|
|
INBX |
Inhibrx, Inc. |
51 |
- |
$0.00 |
$6,375,000 |
167,763 |
0.26% |
2,172,000 |
-61,273 |
0.445 |
N/A |
|
|
GOSS |
Gossamer Bio Inc |
52 |
- |
$0.82 |
$6,346,000 |
6,954,110 |
0.26% |
1,884,000 |
1,596,332 |
7.36 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
53 |
- |
$195.15 |
$6,216,000 |
24,020 |
0.25% |
36,000 |
-24 |
0.016 |
Biotechnology |
|
|
ALLE |
Allegion Plc |
54 |
- |
$126.38 |
$5,568,000 |
43,948 |
0.23% |
2,285,000 |
12,441 |
0.048 |
N/A |
|
|
CHWY |
Chewy, Inc. |
55 |
- |
$16.56 |
$4,737,000 |
200,448 |
0.19% |
3,507,000 |
133,066 |
0.046 |
N/A |
|
|
ZYME |
Zymeworks Inc |
56 |
- |
$8.93 |
$4,258,000 |
409,839 |
0.17% |
1,660,000 |
0 |
0.641 |
N/A |
|
|
MNST |
Monster Beverage Corporation |
57 |
New |
$54.69 |
$3,997,000 |
69,386 |
0.16% |
3,997,000 |
69,386 |
0.01 |
Beverage Soft Drinks... |
|
|
MRUS |
Merus Nv |
58 |
- |
$40.31 |
$3,906,000 |
142,029 |
0.16% |
557,000 |
0 |
0.333 |
N/A |
|
|
RCUS |
Arcus Biosciences Inc |
59 |
- |
$15.87 |
$3,904,000 |
204,398 |
0.16% |
235,000 |
0 |
0.315 |
N/A |
|
|
NFLX |
Netflix Inc |
60 |
- |
$617.52 |
$3,865,000 |
7,938 |
0.16% |
1,154,000 |
759 |
0.002 |
Music & Video Stores |
|
|
AMZN |
Amazon.com Inc |
61 |
- |
$183.32 |
$3,747,000 |
24,663 |
0.15% |
872,000 |
2,050 |
0 |
Internet Software & S... |
|
|
ABSI |
Absci Corp |
62 |
- |
$5.38 |
$3,518,000 |
837,596 |
0.14% |
1,793,000 |
-469,072 |
0.91 |
N/A |
|
|
AVGO |
Broadcom Limited |
63 |
New |
$1,329.06 |
$3,489,000 |
3,126 |
0.14% |
3,489,000 |
3,126 |
0.001 |
Semiconductor- Broad... |
|
|
WVE |
Wave Life Sciences Ltd. |
64 |
- |
$5.26 |
$3,309,000 |
655,331 |
0.13% |
691,000 |
200,000 |
0.755 |
N/A |
|
|
IMTX |
Immatics N.V |
65 |
- |
$10.38 |
$3,302,000 |
313,574 |
0.13% |
196,000 |
45,363 |
0.498 |
N/A |
|
|
GPCR |
Structure Therapeutics Inc. |
66 |
- |
$37.82 |
$3,142,000 |
77,093 |
0.13% |
497,000 |
24,632 |
0.201 |
N/A |
|
|
VERA |
Vera Therapeutics, Inc. |
67 |
- |
$0.00 |
$3,081,000 |
200,302 |
0.13% |
335,000 |
0 |
0.473 |
N/A |
|
|
CNTA |
Centessa Pharmaceuticals Plc |
68 |
- |
$0.00 |
$3,033,000 |
381,083 |
0.12% |
849,000 |
43,539 |
0.436 |
N/A |
|
|
ARWR |
Arrowhead Pharmaceuticals Inc |
69 |
- |
$23.67 |
$2,973,000 |
97,168 |
0.12% |
362,000 |
0 |
0.095 |
Business Services |
|
|
VEEV |
Veeva Systems Inc |
70 |
- |
$200.37 |
$2,875,000 |
14,935 |
0.12% |
2,160,000 |
11,423 |
0.011 |
Healthcare Informatio... |
|
|
CNTG |
Centogene |
71 |
- |
$0.00 |
$2,852,000 |
2,376,442 |
0.12% |
332,000 |
-708 |
10.871 |
N/A |
|
|
COGT |
Cogent Biosciences, Inc. |
72 |
- |
$6.46 |
$2,797,000 |
475,634 |
0.11% |
-1,842,000 |
-203 |
0.601 |
N/A |
|
|
TKNO |
Alpha Teknova, Inc. |
73 |
- |
$2.60 |
$2,747,000 |
736,540 |
0.11% |
419,000 |
-97,989 |
2.63 |
N/A |
|
|
OMGA |
Omega Therapeutics, Inc. |
74 |
- |
$2.41 |
$2,669,000 |
886,782 |
0.11% |
762,000 |
-235 |
1.682 |
N/A |
|
|
ORCL |
Oracle Corp |
75 |
- |
$120.62 |
$2,545,000 |
24,143 |
0.1% |
-12,000 |
0 |
0.001 |
Application Software |
|
|
TRMD |
Torm A/S (ADR) |
76 |
- |
$33.23 |
$2,427,000 |
79,825 |
0.1% |
230,000 |
0 |
0.107 |
Water Transportation |
|
|
AMAT |
Applied Materials Inc |
77 |
- |
$209.48 |
$2,408,000 |
14,855 |
0.1% |
351,000 |
0 |
0.002 |
Semiconductor Equipme... |
|
|
HCM |
Hutchison China MediTech Ltd |
78 |
- |
$16.68 |
$2,306,000 |
127,338 |
0.09% |
-778,000 |
-54,714 |
0.09 |
Mortgage Investment |
|
|
CVAC |
Curevac NV |
79 |
- |
$2.67 |
$2,096,000 |
497,906 |
0.09% |
-385,000 |
134,626 |
0.28 |
N/A |
|
|
NSTG |
Nanostring Technologies Inc |
80 |
- |
$0.08 |
$2,077,000 |
2,775,853 |
0.08% |
-1,853,000 |
490,716 |
5.722 |
Biotechnology |
|
|
KROS |
Keros Therapeutics, Inc. |
81 |
New |
$0.00 |
$1,944,000 |
48,883 |
0.08% |
1,944,000 |
48,883 |
0.211 |
N/A |
|
|
NXPI |
NXP Semiconductors NV |
82 |
- |
$230.68 |
$1,744,000 |
7,591 |
0.07% |
-60,310,000 |
-302,804 |
0.003 |
Semiconductor- Broad... |
|
|
ADI |
Analog Devices Inc |
83 |
- |
$191.23 |
$1,736,000 |
8,743 |
0.07% |
563,000 |
2,045 |
0.002 |
Semiconductor- Broad... |
|
|
ALLK |
Allakos Inc. |
84 |
- |
$1.05 |
$1,734,000 |
635,023 |
0.07% |
292,000 |
0 |
0.745 |
N/A |
|
|
CYTK |
Cytokinetics Inc |
85 |
New |
$69.00 |
$1,598,000 |
19,138 |
0.06% |
1,598,000 |
19,138 |
0.017 |
Biotechnology |
|
|
AURA |
Aura Biosciences, Inc. |
86 |
New |
$0.00 |
$1,596,000 |
180,145 |
0.06% |
1,596,000 |
180,145 |
0.617 |
N/A |
|
|
PRTA |
Prothena Corp Plc |
87 |
- |
$21.34 |
$1,508,000 |
41,508 |
0.06% |
-495,000 |
0 |
0.08 |
N/A |
|
|
RYAAY |
Ryanair Holdings Plc (ADR) |
88 |
- |
$135.81 |
$1,334,000 |
10,000 |
0.05% |
362,000 |
0 |
0.004 |
Regional Airlines |
|
|
INTC |
Intel Corp |
89 |
- |
$36.26 |
$1,173,000 |
23,340 |
0.05% |
898,000 |
15,603 |
0.001 |
Semiconductor- Broad... |
|
|
QCOM |
QUALCOMM Inc |
90 |
New |
$168.58 |
$1,046,000 |
7,232 |
0.04% |
1,046,000 |
7,232 |
0.001 |
Communication Equipment |
|
|
AMD |
Advanced Micro Devices Inc |
91 |
New |
$163.46 |
$1,008,000 |
6,838 |
0.04% |
1,008,000 |
6,838 |
0.001 |
Semiconductor- Broad... |
|
|
SRPT |
Sarepta Therapeutics Inc |
92 |
- |
$117.29 |
$991,000 |
10,275 |
0.04% |
-255,000 |
0 |
0.012 |
Drug Manufacturers - ... |
|
|
FWONK |
Liberty Media Corporation |
93 |
- |
$0.00 |
$966,000 |
15,300 |
0.04% |
13,000 |
0 |
0.007 |
N/A |
|
|
KZIA |
Kazia Therapeutics Limited-ADR |
94 |
New |
$0.29 |
$801,000 |
1,821,887 |
0.03% |
801,000 |
1,821,887 |
3.77 |
N/A |
|
|
LBPH |
Longboard Pharmaceuticals, ... |
95 |
New |
$0.00 |
$766,000 |
127,048 |
0.03% |
766,000 |
127,048 |
0.751 |
N/A |
|
|
SGMT |
Sagimet Biosciences Inc. |
96 |
- |
$4.18 |
$606,000 |
111,752 |
0.02% |
-2,772,000 |
-272,161 |
0.523 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
97 |
- |
$300.81 |
$492,000 |
1,808 |
0.02% |
436,000 |
1,567 |
0.001 |
Technical & System So... |
|
|
BPMC |
Blueprint Medicines Corp |
98 |
- |
$86.09 |
$463,000 |
5,018 |
0.02% |
211,000 |
0 |
0.008 |
N/A |
|
|
CCK |
Crown Holdings Inc |
99 |
- |
$76.98 |
$369,000 |
4,003 |
0.01% |
81,000 |
752 |
0.003 |
Packaging & Containers |
|
|
NVDA |
NVIDIA Corporation |
100 |
- |
$874.15 |
$299,000 |
603 |
0.01% |
37,000 |
0 |
0 |
Semiconductor - Speci... |
|
