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13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD

PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-12, with 146 holding rows worth $2,879,559,253.

Accession
0001085146-23-002252
Filed
2023-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 146 entries on the cover page, a total value of $2,879,559,253 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,879,559,253 with VALUE read as dollars as filed, 13F file number 028-14358. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ZTO EXPRESS CAYMAN INC98980A105SPONSORED ADS A16,089,144$461,114,867dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock3,316,677$277,871,199dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR4,242,236$159,805,030dollars as filed
Micron Technology,Inc.595112103COM2,612,433$157,634,207dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,384,209$144,359,157dollars as filed
TRANSUNION COM89400J107Stock1,964,579$122,078,939dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock3,563,133$110,464,620dollars as filed
Schlumberger Limited806857108COM2,148,782$105,505,196dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS889,942$90,934,274dollars as filed
General Electric Company369604301COM770,616$73,670,890dollars as filed
SCORPIO TANKERS INCY7542C130SHS1,089,389$61,343,495dollars as filed
Gilead Sciences,Inc.375558103COM737,269$61,171,209dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock324,168$60,449,228dollars as filed
META PLATFORMS INC CL A30303M102COM274,189$58,111,617dollars as filed
CARLISLE COS INC COM142339100Stock246,555$55,738,689dollars as filed
VALARIS LTDG9460G101CL A783,375$50,966,378dollars as filed
H WORLD GROUP LTD SPONSORED ADS44332N106ADR949,132$46,488,485dollars as filed
NOAH HLDGS LTD65487X102SPON ADS CL A2,614,547$43,270,753dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM348,308$36,224,032dollars as filed
Dingdong Cayman Ltd -Sp25445D101COM9,112,004$35,172,335dollars as filed
SUZANO S A SPON ADS86959K105ADR4,248,782$34,882,500dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock804,366$32,906,613dollars as filed
LGI HOMES INC COM50187T106Stock283,868$32,369,468dollars as filed
CAMECO CORP COM13321L108Stock1,204,061$31,507,179dollars as filed
Booking Holdings Inc.09857L108COM10,647$28,240,209dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR369,628$28,054,765dollars as filed
PROMETHEUS BIOSCIENCES INC74349U108COM231,521$24,846,834dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock291,893$23,943,983dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR512,249$22,482,609dollars as filed
EXSCIENTIA PLC30223G102ADS3,986,221$21,126,971dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A2,770,451$18,478,908dollars as filed
ALLY FINL INC COM02005N100Stock643,460$16,401,795dollars as filed
BLOCK INC CL A852234103Stock232,706$15,975,267dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR1,443,475$15,055,444dollars as filed
ICOSAVAX INC45114M109COM2,449,902$14,209,432dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock181,358$14,086,076dollars as filed
DOORDASH INC CL A25809K105Stock211,850$13,465,186dollars as filed
SILVERCREST METALS INC828363101COM1,745,696$12,464,269dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM120,061$12,453,928dollars as filed
NANOSTRING TECHNOLOGIES INC63009R109COM1,229,803$12,175,050dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock835,521$11,471,703dollars as filed
QUANTERIX CORP74766Q101COMMON STOCK1,005,870$11,336,155dollars as filed
ULTA BEAUTY INC COM90384S303Stock19,901$10,859,379dollars as filed
BIO RAD LABS INC090572207CL A18,342$8,786,185dollars as filed
IRENLTDFQ4982L109STOK2,735,780$8,371,487dollars as filed
BIONTECH SE SPONSORED ADS09075V102ADR63,338$7,890,015dollars as filed
LAM RESEARCH CORP512807108COM14,572$7,724,909dollars as filed
908 DEVICES INC COM65443P102Stock875,447$7,528,844dollars as filed
Netflix, Inc64110L106COM20,155$6,963,149dollars as filed
Microsoft Corp594918104COM20,564$5,928,601dollars as filed
MODERNA INC60770K107COM38,126$5,855,391dollars as filed
BIOGEN INC COM09062X103Stock20,511$5,702,673dollars as filed
OMEGA THERAPEUTICS INC68217N105COMMON STOCK923,291$5,567,445dollars as filed
IMMUNOVANT INC45258J102COM346,970$5,381,505dollars as filed
YUM CHINA HLDGS INC98850P109COM81,548$5,169,328dollars as filed
COGENT BIOSCIENCES INC19240Q201COM477,080$5,147,693dollars as filed
ROIVANT SCIENCES LTDG76279101SHS622,578$4,594,626dollars as filed
ZAI LAB LTD ADR98887Q104ADR134,783$4,482,883dollars as filed
MERUS N VN5749R100COM239,052$4,398,557dollars as filed
ROBLOX CORP CL A771049103Stock96,697$4,349,431dollars as filed
ARCUS BIOSCIENCES INC03969F109COM232,612$4,242,843dollars as filed
INHIBRX INC45720L107COM222,209$4,193,084dollars as filed
MATCH GROUP INC NEW57667L107COM107,826$4,139,440dollars as filed
ESPERION THERAPEUTICS INC NEW COM29664W105Stock2,580,575$4,103,114dollars as filed
CIENA CORP COM NEW171779309Stock71,693$3,765,316dollars as filed
COHERUS ONCOLOGY INC19249H103COM549,899$3,761,309dollars as filed
ZYMEWORKS INC98985Y108COM406,327$3,673,196dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock366,230$3,233,811dollars as filed
SAGE THERAPEUTICS INC78667J108COM75,920$3,185,603dollars as filed
SIX FLAGS ENTERTAINMENT CORP83001A102COM116,697$3,116,977dollars as filed
GOSSAMER BIO INC COM38341P102Stock2,363,170$2,977,594dollars as filed
ALLAKOS INC01671P100COM635,023$2,825,852dollars as filed
TORM PLC SHS CL AG89479102Stock89,264$2,778,788dollars as filed
Applied Materials,Inc.038222105COM21,276$2,613,331dollars as filed
MOSAIC CO COM61945C103Stock56,622$2,597,817dollars as filed
AC IMMUNE SAH00263105SHS1,082,462$2,532,961dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM56,171$2,527,133dollars as filed
HUTCHMED CHINA LTD SPONSORED ADS44842L103ADR182,052$2,370,317dollars as filed
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608ADR403,678$2,361,516dollars as filed
WESTERN DIGITAL CORP958102105COM59,988$2,259,748dollars as filed
PROTHENA CORP PLC SHSG72800108Stock41,508$2,011,893dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock16,731$1,973,923dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock455,331$1,971,583dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM76,208$1,935,683dollars as filed
IMMATICS N.VN44445109SHS268,211$1,850,656dollars as filed
Oracle Corporation68389X105COM17,628$1,637,994dollars as filed
PAYPALHLDGSINC70450Y103STOK21,417$1,626,407dollars as filed
CENTOGENE N VN1976T109COM2,377,150$1,554,418dollars as filed
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS35969L108ADR199,091$1,515,083dollars as filed
CF INDUSTRIES HOLD COM125269100Stock20,108$1,457,629dollars as filed
TAL ED GROUP SPONSORED ADS874080104ADR226,309$1,450,641dollars as filed
Analog Devices,Inc.032654105COM7,337$1,447,003dollars as filed
SAREPTA THERAPEUTICS INC803607100COM10,034$1,382,986dollars as filed
PARDES BIOSCIENCES INC69945Q105COM1,020,507$1,347,069dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock55,341$1,275,057dollars as filed
Mersana Therapeutics Inc59045L106Common Stock290,298$1,193,125dollars as filed
BLACK KNIGHT INC COM09215C105Stock20,512$1,180,671dollars as filed
LIBERTY MEDIA CORP DEL531229854COM SER C FRMLA15,300$1,144,899dollars as filed
ALECTOR INC014442107COMMON STOCK181,689$1,124,655dollars as filed
SINGULAR GENOMICS SYSTEMS IN82933R100COM881,068$1,066,092dollars as filed
ABSCI CORPORATION00091E109COM581,524$1,017,667dollars as filed
PIERIS PHARMACEUTICALS INC720795103COM975,012$951,612dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR10,000$942,900dollars as filed
ALPHA TEKNOVA INC02080L102COMMON STOCK309,178$915,167dollars as filed
EBAY INC. COM278642103Stock17,009$754,689dollars as filed
ASSEMBLY BIOSCIENCES INC045396108COM890,736$748,575dollars as filed
ORCHARD THERAPEUTICS PLC68570P200ADR119,128$639,717dollars as filed
Cisco Systems,Inc.17275R102COM10,670$557,774dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,546$467,929dollars as filed
ALTIMMUNE INC02155H200COM NEW95,081$401,242dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY15,000$356,850dollars as filed
Intel Corp458140100COM9,274$302,982dollars as filed
CROWN HLDGS INC COM228368106Stock3,251$268,890dollars as filed
BALL CORP058498106COM3,718$204,899dollars as filed
ALLISON TRANSMISSION HLDGS I01973R101COM4,206$190,279dollars as filed
CORE LABORATORIES N VN22717107COM6,545$144,317dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM373$133,389dollars as filed
NEW YORK COMMUNITY BANCORP649445103COM13,876$125,439dollars as filed
CAPRI HOLDINGS LIMITEDG1890L107SHS2,104$98,888dollars as filed
RALPH LAUREN CORP751212101CL A842$98,236dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock2,613$96,890dollars as filed
HANESBRANDS INC410345102COM18,419$96,884dollars as filed
KOHLS CORP500255104COM4,084$96,137dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock2,535$94,834dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock731$92,910dollars as filed
BEST BUY INC COM086516101Stock1,154$90,324dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock616$90,139dollars as filed
LEAP THERAPEUTICS INC52187K101COM264,413$89,900dollars as filed
TYSON FOODS INC CL A902494103Stock1,479$87,734dollars as filed
BAXTER INTL INC071813109COM2,158$87,528dollars as filed
AT&T Inc00206R102COM4,524$87,087dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock1,403$85,485dollars as filed
3M CO COM88579Y101Stock763$80,199dollars as filed
HERBALIFE LTDG4412G101COM SHS4,917$79,164dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK2,055$79,118dollars as filed
Cigna Corporation125523100COM286$73,082dollars as filed
TWILIO INC CL A90138F102Stock891$59,367dollars as filed
HENRY JACK & ASSOC INC426281101COM385$58,027dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock3,023$45,647dollars as filed
FOX CORP CL A COM35137L105Stock1,324$45,082dollars as filed
HELLO GROUP INC ADS423403104ADR4,723$42,979dollars as filed
HARMONY BIOSCIENCES HLDGS IN413197104COM1,315$42,935dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A898$38,856dollars as filed
Vital Energy Inc516806205Common Stock849$38,663dollars as filed
LUFAX HOLDING LTD54975P102ADS REP SHS CL A18,148$37,022dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK241$3,557dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-002252this filing2023-05-12acceptance time not in the bulk data set