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13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD

PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-13, with 139 holding rows worth $2,480,583,263.

Accession
0001085146-24-002443
Filed
2024-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 139 entries on the cover page, a total value of $2,480,583,263 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,480,583,263 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 A17,428,610$364,955,093dollars as filed
Micron Technology,Inc.595112103COM1,535,099$180,972,821dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,192,693$163,911,799dollars as filed
TRANSUNION COM89400J107Stock2,018,068$161,041,826dollars as filed
Broadcom Inc.11135F101COM105,132$139,343,004dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR3,150,961$138,295,678dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock1,536,050$137,799,046dollars as filed
CAMECO CORP COM13321L108Stock3,092,417$133,971,476dollars as filed
Schlumberger Limited806857108COM1,921,722$105,329,583dollars as filed
META PLATFORMS INC CL A30303M102COM169,850$82,475,763dollars as filed
VALARIS LTDG9460G101CL A986,759$74,263,482dollars as filed
BAXTER INTL INC071813109COM1,630,942$69,706,461dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM430,528$65,552,193dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR557,833$64,848,086dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS745,017$53,909,430dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR3,254,679$49,503,668dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A1,471,599$47,311,908dollars as filed
BALL CORP058498106COM558,340$37,609,782dollars as filed
SCORPIO TANKERS INCY7542C130SHS449,478$32,160,151dollars as filed
NOAH HLDGS LTD65487X102SPON ADS CL A2,211,081$25,272,656dollars as filed
MAC Copper LtdG60409110Common Stock1,897,023$24,376,746dollars as filed
EXSCIENTIA PLC30223G102ADS3,946,818$22,575,799dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A1,800,469$17,950,676dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM108,231$16,335,305dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR542,506$14,859,239dollars as filed
Dingdong Cayman Ltd -Sp25445D101COM9,316,162$11,365,718dollars as filed
H WORLD GROUP LTD SPONSORED ADS44332N106ADR288,942$11,182,055dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock167,878$11,155,493dollars as filed
Visa Inc92826C839COM34,544$9,640,540dollars as filed
Adobe Inc00724F101COM17,768$8,965,733dollars as filed
BICYCLE THERAPEUTICS PLC-ADR088786108SPONSORED ADS333,001$8,291,725dollars as filed
Amazon.com, Inc023135106COM43,330$7,815,865dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock162,554$7,132,870dollars as filed
ROIVANT SCIENCES LTDG76279101SHS669,047$7,051,755dollars as filed
VERA THERAPEUTICS INC92337R101COMMON STOCK153,932$6,637,548dollars as filed
Johnson & Johnson478160104COM39,813$6,298,018dollars as filed
IMMUNOVANT INC45258J102COM190,656$6,160,095dollars as filed
GOSSAMER BIO INC COM38341P102Stock4,694,065$5,538,997dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS485,174$5,482,466dollars as filed
QUANTERIX CORP74766Q101COMMON STOCK217,442$5,122,934dollars as filed
INHIBRX INC45720L107COM145,966$5,102,971dollars as filed
COSTAR GROUP INC COM22160N109Stock50,000$4,830,000dollars as filed
MERUS N VN5749R100COM99,490$4,480,035dollars as filed
ABSCI CORPORATION00091E109COM776,602$4,411,099dollars as filed
ZYMEWORKS INC98985Y108COM418,376$4,401,316dollars as filed
Booking Holdings Inc.09857L108COM1,185$4,299,038dollars as filed
ESPERION THERAPEUTICS INC NEW COM29664W105Stock1,597,542$4,281,413dollars as filed
Netflix, Inc64110L106COM6,648$4,037,530dollars as filed
ARCUS BIOSCIENCES INC03969F109COM204,398$3,859,034dollars as filed
BIONTECH SE SPONSORED ADS09075V102ADR41,815$3,857,434dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock600,155$3,702,956dollars as filed
Microsoft Corp594918104COM8,589$3,613,564dollars as filed
ZOETIS INC CL A98978V103Stock20,000$3,384,200dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY77,093$3,304,206dollars as filed
AC IMMUNE SAH00263105SHS1,095,026$3,241,277dollars as filed
OMEGA THERAPEUTICS INC68217N105COMMON STOCK886,782$3,236,754dollars as filed
VEEVA SYS INC CL A COM922475108Stock13,614$3,154,228dollars as filed
IMMATICS N.VN44445109SHS288,689$3,034,121dollars as filed
908 DEVICES INC COM65443P102Stock372,300$2,810,865dollars as filed
TORM PLC SHS CL AG89479102Stock79,825$2,789,884dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM97,168$2,779,005dollars as filed
LONGBOARD PHARMACEUTICALS IN54300N103COM127,048$2,744,237dollars as filed
LULULEMON ATHLETICA INC550021109COM7,000$2,734,550dollars as filed
Oracle Corporation68389X105COM21,762$2,733,525dollars as filed
LAM RESEARCH CORP512807108COM2,705$2,628,097dollars as filed
Applied Materials,Inc.038222105COM12,616$2,601,798dollars as filed
MODERNA INC60770K107COM23,573$2,511,939dollars as filed
KEROS THERAPEUTICS INC COM492327101Stock34,715$2,298,133dollars as filed
AUTODESK INC COM052769106Stock7,769$2,023,203dollars as filed
ALPHA TEKNOVA INC02080L102COMMON STOCK727,761$1,928,567dollars as filed
CUREVAC N VN2451R105COM626,684$1,898,853dollars as filed
Q32 BIO INC746964105Common Stock109,964$1,873,787dollars as filed
HUTCHMED CHINA LTD SPONSORED ADS44842L103ADR110,366$1,854,149dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock6,866$1,701,189dollars as filed
BIO-TECHNE CORP09073M104COM22,824$1,606,581dollars as filed
ANAPTYSBIO INC032724106COM66,154$1,489,788dollars as filed
Advanced Micro Devices,Inc.007903107COM8,232$1,485,794dollars as filed
ALLAKOS INC01671P100COM1,172,061$1,476,797dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR10,000$1,455,900dollars as filed
AURA BIOSCIENCES INC05153U107COMMON STOCK180,145$1,414,138dollars as filed
Analog Devices,Inc.032654105COM6,965$1,377,607dollars as filed
SAREPTA THERAPEUTICS INC803607100COM10,275$1,330,202dollars as filed
4D MOLECULAR THERAPEUTICS INC COM35104E100Stock40,767$1,298,837dollars as filed
COGENT BIOSCIENCES INC19240Q201COM186,254$1,251,627dollars as filed
Salesforce.com, Inc79466L302COM3,862$1,163,157dollars as filed
CYTOKINETICS INC23282W605COM NEW16,126$1,130,594dollars as filed
Qualcomm Incorporated747525103COM6,636$1,123,475dollars as filed
PROTHENA CORP PLC SHSG72800108Stock41,508$1,028,153dollars as filed
KURA ONCOLOGY INC COM50127T109Stock46,789$998,009dollars as filed
CENTOGENE N VN1976T109COM1,186,102$842,132dollars as filed
CODEXIS INC192005106COM229,667$801,538dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,808$562,794dollars as filed
SAGIMET BIOSCIENCES INC A786700104COMMON STOCK90,633$491,231dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM5,018$476,007dollars as filed
MATCH GROUP INC NEW57667L107COM12,780$463,658dollars as filed
BIOGEN INC COM09062X103Stock2,140$461,448dollars as filed
CORE & MAIN INC CL A21874C102Stock7,084$405,559dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock8,124$381,990dollars as filed
SUZANO S A SPON ADS86959K105ADR29,319$374,697dollars as filed
ERO COPPER CORP COM296006109Stock18,738$361,658dollars as filed
CROWN HLDGS INC COM228368106Stock4,003$317,278dollars as filed
AIR PRODS & CHEMS INC009158106COM1,273$308,410dollars as filed
ATKORE INC047649108COMMON STOCK1,594$303,434dollars as filed
NVIDIA Corp67066G104COM331$299,078dollars as filed
Intel Corp458140100COM6,570$290,197dollars as filed
ARDAGH METAL PACKAGING S AL02235106SHS66,982$229,748dollars as filed
ALLISON TRANSMISSION HLDGS I01973R101COM2,708$219,781dollars as filed
CORTEVA INC COM22052L104Stock3,329$191,983dollars as filed
AUTOLIV INC052800109COM1,372$165,230dollars as filed
SEMPRA COM816851109Stock2,005$144,019dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM486$141,246dollars as filed
HERBALIFE LTDG4412G101COM SHS11,374$114,309dollars as filed
BEST BUY INC COM086516101Stock1,387$113,776dollars as filed
TYSON FOODS INC CL A902494103Stock1,872$109,943dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock1,659$109,726dollars as filed
KOHLS CORP500255104COM3,754$109,429dollars as filed
CORE LABORATORIES INC21867A105COM6,351$108,475dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock2,234$108,327dollars as filed
3M CO COM88579Y101Stock1,020$108,191dollars as filed
AT&T Inc00206R102COM6,087$107,131dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock2,094$106,982dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock586$106,922dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK1,930$106,343dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock979$106,045dollars as filed
HANESBRANDS INC410345102COM17,943$104,069dollars as filed
Cisco Systems,Inc.17275R102COM2,083$103,963dollars as filed
Cigna Corporation125523100COM286$103,872dollars as filed
RALPH LAUREN CORP751212101CL A543$101,954dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock821$98,865dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock1,278$93,665dollars as filed
NEW YORK COMMUNITY BANCORP649445103COM17,543$56,488dollars as filed
HELLO GROUP INC ADS423403104ADR8,971$55,710dollars as filed
FOX CORP CL A COM35137L105Stock1,724$53,909dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock5,967$52,092dollars as filed
CF INDUSTRIES HOLD COM125269100Stock600$49,926dollars as filed
Lufax Holding Ltd-Adr54975P201COM11,394$48,083dollars as filed
Vital Energy Inc516806205Common Stock857$45,027dollars as filed
TPI Composites Inc87266J104Common Stock5,011$14,582dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK241$5,244dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-002443this filing2024-05-13acceptance time not in the bulk data set