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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 |
- |
$20.99 |
$304,046,000 |
14,287,877 |
12.35% |
-41,941,000 |
-26,872 |
2.201 |
N/A |
|
|
PDD |
Bloom Energy Corp |
2 |
- |
$125.18 |
$184,602,000 |
1,261,721 |
7.5% |
39,324,000 |
-219,649 |
0.186 |
N/A |
|
|
MCHP |
Microchip Technology Inc |
4 |
- |
$91.98 |
$141,991,000 |
1,574,531 |
5.77% |
-89,576,000 |
-1,392,376 |
0.283 |
Semiconductor - Speci... |
|
|
CCJ |
Cameco Corporation (USA) |
5 |
- |
$45.63 |
$132,673,000 |
3,074,251 |
5.39% |
10,068,000 |
-14,984 |
0.777 |
Industrial Metals & M... |
|
|
MU |
Micron Technology Inc |
6 |
- |
$112.96 |
$132,493,000 |
1,552,526 |
5.38% |
24,543,000 |
-34,269 |
0.14 |
Semiconductor - Memor... |
|
|
TCOM |
Trip.com Group Ltd |
8 |
- |
$48.26 |
$115,890,000 |
3,218,278 |
4.71% |
-1,941,000 |
-151,217 |
0.543 |
Gambling/Resorts |
|
|
SLB |
Schlumberger Ltd |
9 |
- |
$47.48 |
$100,006,000 |
1,921,722 |
4.06% |
-12,175,000 |
-2,472 |
0.138 |
Oil & Gas Equipment &... |
|
|
VAL |
Valaris plc |
10 |
- |
$65.06 |
$67,662,000 |
986,759 |
2.75% |
-6,635,000 |
-4,130 |
0.495 |
Oil & Gas Drilling & ... |
|
|
GOOG |
Alphabet Inc |
12 |
- |
$164.64 |
$60,649,000 |
430,347 |
2.46% |
1,728,000 |
-16,532 |
0.007 |
Search Engines & Info... |
|
|
BABA |
Alibaba Group Holding Limited |
13 |
- |
$74.85 |
$60,339,000 |
778,466 |
2.45% |
-8,326,000 |
-13,154 |
0.029 |
N/A |
|
|
FB |
Meta Platforms Inc |
14 |
- |
$430.17 |
$60,295,000 |
170,344 |
2.45% |
4,980,000 |
-13,910 |
0.007 |
Internet Service Prov... |
|
|
PBR |
Petroleo Brasileiro S.A. (ADR) |
15 |
- |
$16.97 |
$55,165,000 |
3,454,261 |
2.24% |
3,164,000 |
-14,795 |
0.053 |
Oil & Gas Drilling & ... |
|
|
MBLY |
Mobileye Global Inc. |
16 |
- |
$27.55 |
$43,137,000 |
995,770 |
1.75% |
1,636,000 |
-3,057 |
1.692 |
N/A |
|
|
NOAH |
Noah Holdings Ltd. American... |
17 |
- |
$12.57 |
$35,670,000 |
2,582,876 |
1.45% |
3,461,000 |
-47 |
5.738 |
Asset Management |
|
|
SUZBY |
Suzano Papel E Celulose SA |
19 |
- |
$11.24 |
$31,922,000 |
2,810,000 |
1.3% |
-17,742,000 |
-1,809,892 |
3.122 |
N/A |
|
|
STNG |
Scorpio Tankers Inc |
21 |
- |
$70.36 |
$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 |
- |
$7.82 |
$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 |
|
|
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 |
- |
$28.89 |
$15,784,000 |
546,343 |
0.64% |
-160,000 |
-1,000 |
0.041 |
Internet Service Prov... |
|
|
DASH |
Doordash Inc |
29 |
- |
$129.26 |
$15,233,000 |
154,040 |
0.62% |
-411,000 |
-42,810 |
0.043 |
N/A |
|
|
QTRX |
Quanterix Corp |
30 |
- |
$16.12 |
$13,964,000 |
510,753 |
0.57% |
-3,934,000 |
-148,715 |
1.394 |
N/A |
|
|
BKNG |
Booking Holdings Inc |
33 |
- |
$3,452.03 |
$12,153,000 |
3,426 |
0.49% |
-72,000 |
-538 |
0.007 |
Internet Software & S... |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
34 |
- |
$36.71 |
$11,474,000 |
343,130 |
0.47% |
-2,139,000 |
-2,104 |
0.107 |
Lodging |
|
|
GOOGL |
Alphabet Inc |
35 |
- |
$162.78 |
$10,563,000 |
75,615 |
0.43% |
-2,370,000 |
-23,212 |
0.001 |
Search Engines & Info... |
|
|
LRCX |
Lam Research Corp |
37 |
- |
$894.41 |
$10,023,000 |
12,796 |
0.41% |
1,806,000 |
-314 |
0.009 |
Semiconductor Equipme... |
|
|
PLNT |
Planet Fitness, Inc. |
38 |
- |
$59.84 |
$9,918,000 |
135,861 |
0.4% |
1,671,000 |
-31,824 |
0.151 |
N/A |
|
|
MASS |
908 Devices Inc. |
41 |
- |
$5.70 |
$8,773,000 |
781,871 |
0.36% |
3,213,000 |
-52,953 |
3.013 |
N/A |
|
|
ESPR |
Esperion Therapeutics, Inc. |
42 |
- |
$1.97 |
$8,404,000 |
2,810,555 |
0.34% |
5,278,000 |
-378,962 |
3.323 |
Biotechnology |
|
|
MRNA |
Moderna, Inc. |
44 |
- |
$0.00 |
$8,081,000 |
81,252 |
0.33% |
-320,000 |
-84 |
0.021 |
N/A |
|
|
INBX |
Inhibrx, Inc. |
51 |
- |
$0.00 |
$6,375,000 |
167,763 |
0.26% |
2,172,000 |
-61,273 |
0.445 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
53 |
- |
$214.82 |
$6,216,000 |
24,020 |
0.25% |
36,000 |
-24 |
0.016 |
Biotechnology |
|
|
ABSI |
Absci Corp |
62 |
- |
$4.74 |
$3,518,000 |
837,596 |
0.14% |
1,793,000 |
-469,072 |
0.91 |
N/A |
|
|
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 |
- |
$6.50 |
$2,797,000 |
475,634 |
0.11% |
-1,842,000 |
-203 |
0.601 |
N/A |
|
|
TKNO |
Alpha Teknova, Inc. |
73 |
- |
$1.78 |
$2,747,000 |
736,540 |
0.11% |
419,000 |
-97,989 |
2.63 |
N/A |
|
|
OMGA |
Omega Therapeutics, Inc. |
74 |
- |
$2.23 |
$2,669,000 |
886,782 |
0.11% |
762,000 |
-235 |
1.682 |
N/A |
|
|
HCM |
Hutchison China MediTech Ltd |
78 |
- |
$18.51 |
$2,306,000 |
127,338 |
0.09% |
-778,000 |
-54,714 |
0.09 |
Mortgage Investment |
|
|
NXPI |
NXP Semiconductors NV |
82 |
- |
$256.19 |
$1,744,000 |
7,591 |
0.07% |
-60,310,000 |
-302,804 |
0.003 |
Semiconductor- Broad... |
|
|
SGMT |
Sagimet Biosciences Inc. |
96 |
- |
$3.90 |
$606,000 |
111,752 |
0.02% |
-2,772,000 |
-272,161 |
0.523 |
N/A |
|
|
FCX |
Freeport McMoRan Copper & G... |
103 |
- |
$49.94 |
$199,000 |
4,663 |
0.01% |
-7,202,000 |
-193,815 |
0 |
Copper |
|
|
ALV |
Autoliv Inc |
109 |
- |
$114.83 |
$151,000 |
1,372 |
0.01% |
-24,000 |
-444 |
0.002 |
Auto Parts |
|
|
KSS |
Kohls Corporation |
114 |
- |
$23.94 |
$108,000 |
3,754 |
0% |
12,000 |
-816 |
0.004 |
Department Stores |
|
|
OMF |
OneMain Holdings Inc |
119 |
- |
$52.11 |
$103,000 |
2,094 |
0% |
7,000 |
-312 |
0 |
Credit Services |
|
|
T |
AT&T Corp |
120 |
- |
$16.89 |
$102,000 |
6,087 |
0% |
1,000 |
-649 |
0 |
Long Distance Carriers |
|
|
RL |
Ralph Lauren Corporation |
123 |
- |
$163.64 |
$100,000 |
694 |
0% |
1,000 |
-160 |
0.002 |
Textile - Apparel Clo... |
|
|
UHS |
Universal Health Services Inc |
126 |
- |
$170.43 |
$99,000 |
648 |
0% |
8,000 |
-79 |
0 |
Hospitals |
|
|
SWKS |
Skyworks Solutions Inc |
125 |
- |
$106.59 |
$99,000 |
880 |
0% |
1,000 |
-115 |
0.001 |
Semiconductor - Integ... |
|
|
JXN |
Jackson Financial Inc. |
128 |
- |
$68.32 |
$97,000 |
1,887 |
0% |
0 |
-648 |
0.004 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
131 |
- |
$46.98 |
$90,000 |
1,790 |
0% |
-363,000 |
-6,645 |
0 |
Networking & Communic... |
|
|
APTV |
Aptiv PLC |
133 |
- |
$74.95 |
$88,000 |
980 |
0% |
-67,000 |
-597 |
0 |
Auto Parts |
|
|
LU |
Lufax Hldg 2 American Depos... |
138 |
- |
$0.00 |
$44,000 |
14,421 |
0% |
25,000 |
-3,727 |
0.001 |
N/A |
|
