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Institutional Investment Manager
PLATINUM INVESTMENT MANAGEMENT LTD
PLATINUM INVESTMENT MANAGEMENT LTD (CIK: 0001256071), located at C/O Platinum Asset Management, Sydney Australia 2000, C3. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 74 holdings with a total value of $3,608,609,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BAIDU INC 1,884,212 325,064,000 9.01%
2 CISCO SYS INC 6,979,486 235,906,000 6.54%
3 SINA CORP 2,912,881 210,076,000 5.82%
4 ALPHABET INC 243,211 201,758,000 5.59%
5 ORACLE CORP 4,436,700 197,921,000 5.48%
6 WYNN RESORTS LTD 1,724,330 197,625,000 5.48%
7 58 COM INC 5,170,041 182,967,000 5.07%
8 TECHNIPFMC PLC 5,411,700 175,880,000 4.87%
9 ALPHABET INC 204,302 173,207,000 4.80%
10 GILEAD SCIENCES INC 2,469,830 167,750,000 4.65%
11 ALIBABA GROUP HLDG LTD 1,511,262 162,959,000 4.52%
12 PAYPAL HLDGS INC 3,573,468 153,730,000 4.26%
13 INTEL CORP 3,607,651 130,127,000 3.61%
14 COCA COLA CO 2,697,733 114,491,000 3.17%
15 NIELSEN HLDGS PLC 2,740,064 113,192,000 3.14%
16 SKYWORKS SOLUTIONS INC 1,108,560 108,616,000 3.01%
17 SCHLUMBERGER LTD 990,700 77,373,000 2.14%
18 VANECK ETF TRUST 3,308,500 75,466,000 2.09%
19 JOHNSON & JOHNSON 532,800 66,360,000 1.84%
20 EBAY INC 1,665,335 55,905,000 1.55%
21 JD COM INC 1,786,822 55,588,000 1.54%
22 CARNIVAL CORP 894,969 52,722,000 1.46%
23 HANESBRANDS INC 1,983,800 41,183,000 1.14%
24 QIAGEN NV 1,330,511 38,544,000 1.07%
25 JONES LANG LASALLE 303,700 33,847,000 0.94%
26 QIWI PLC 1,830,040 31,385,000 0.87%
27 CALLAWAY GOLF CO 2,327,400 25,764,000 0.71%
28 IHS MARKIT LTD SHS 545,300 22,875,000 0.63%
29 HOLLYFRONTIER CORP 723,726 20,510,000 0.57%
30 FOMENTO ECONOMICO MEXICANO S 200,000 17,704,000 0.49%
31 LEVEL 3 COMM 288,500 16,507,000 0.46%
32 GILDAN ACTIVEWEAR INC 545,500 14,750,000 0.41%
33 BITAUTO HLDGS LIMITED SPONSORED ADS 573,100 14,677,000 0.41%
34 TIFFANY & CO NEW 152,400 14,523,000 0.40%
35 BARRICK GOLD CORP 586,595 11,139,000 0.31%
36 YANDEX N V 278,100 6,098,000 0.17%
37 APPLE INC 28,200 4,051,000 0.11%
38 PROTHENA CORP PLC 61,400 3,425,000 0.09%
39 INFINERA CORPORATION 329,800 3,373,000 0.09%
40 NEWMONT CORP 101,000 3,328,000 0.09%
41 Foundation Medicine 97,300 3,137,000 0.09%
42 PERKINELMER INC 48,800 2,833,000 0.08%
43 INFINITY PHARMACEUTICALS INC 810,232 2,617,000 0.07%
44 Merus NV 102,219 2,492,000 0.07%
45 CIENA CORP 103,900 2,453,000 0.07%
46 MICRON TECHNOLOGY INC 84,700 2,447,000 0.07%
47 AGIOS PHARMACEUTICALS INC 35,800 2,090,000 0.06%
48 SEATTLE GENETICS INC 32,000 2,011,000 0.06%
49 TEVA PHARMACEUTICAL INDS LTD 62,200 1,995,000 0.06%
50 AERIE PHARMACEUTICALS INC COM 42,500 1,927,000 0.05%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001256071-17-000010, filed 2017.05.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.