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13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD

PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-11, with 115 holding rows worth $1,702,308,254.

Accession
0001085146-25-000949
Filed
2025-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 115 entries on the cover page, a total value of $1,702,308,254 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,702,308,254 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 A12,046,482$235,508,723dollars as filed
TRANSUNION COM89400J107Stock1,722,276$159,672,208dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM746,079$141,232,755dollars as filed
Intercontinental Exchange,Inc.45866F104COM837,424$124,784,550dollars as filed
Broadcom Inc.11135F101COM527,301$122,249,464dollars as filed
Schlumberger Limited806857108COM2,108,295$80,832,030dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM380,015$72,370,057dollars as filed
NICE LTD SPONSORED ADR653656108ADR405,309$68,837,681dollars as filed
LAMB WESTON HLDGS INC513272104COM1,002,213$66,977,895dollars as filed
CAMECO CORP COM13321L108Stock1,042,725$53,586,698dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR504,465$48,928,060dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR677,282$46,502,182dollars as filed
BAXTER INTL INC071813109COM1,508,749$43,995,121dollars as filed
Micron Technology,Inc.595112103COM488,149$41,082,620dollars as filed
VALARIS LTDG9460G101CL A814,110$36,016,226dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR2,175,491$27,976,814dollars as filed
Dingdong Cayman Ltd -Sp25445D101COM8,125,973$26,653,191dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock259,769$23,036,315dollars as filed
NOAH HLDGS LTD65487X102SPON ADS CL A1,952,751$22,866,714dollars as filed
SCORPIO TANKERS INCY7542C130SHS402,043$19,977,517dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR457,865$15,874,180dollars as filed
Amazon.com, Inc023135106COM59,770$13,112,940dollars as filed
META PLATFORMS INC CL A30303M102COM19,463$11,395,781dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock40,000$10,359,782dollars as filed
Visa Inc92826C839COM30,048$9,496,370dollars as filed
H WORLD GROUP LTD SPONSORED ADS44332N106ADR248,238$8,199,301dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK250,000$6,990,000dollars as filed
ZOETIS INC CL A98978V103Stock40,000$6,517,200dollars as filed
ROIVANT SCIENCES LTDG76279101SHS528,031$6,246,607dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS370,278$6,202,157dollars as filed
Johnson & Johnson478160104COM35,942$5,197,932dollars as filed
PAYPALHLDGSINC70450Y103STOK60,000$5,121,000dollars as filed
BIRKENSTOCK HOLDING PLCM2029K104COM SHS90,000$5,099,400dollars as filed
VERA THERAPEUTICS INC92337R101COMMON STOCK119,664$5,060,591dollars as filed
IMMUNOVANT INC45258J102COM202,323$5,011,541dollars as filed
COSTAR GROUP INC COM22160N109Stock70,000$5,011,300dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A733,011$4,955,154dollars as filed
ELFBEAUTYINC26856L103STOK37,300$4,683,015dollars as filed
ZYMEWORKS INC98985Y108COM306,460$4,486,574dollars as filed
Apple Inc037833100COM17,500$4,382,350dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock95,646$4,332,764dollars as filed
BICYCLE THERAPEUTICS PLC-ADR088786108SPONSORED ADS309,059$4,326,826dollars as filed
PROQR THERAPEUTICS NVN71542109SHS EURO1,538,247$4,076,355dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock152,713$3,924,724dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock311,992$3,859,341dollars as filed
Microsoft Corp594918104COM8,989$3,788,864dollars as filed
VEEVA SYS INC CL A COM922475108Stock17,119$3,599,270dollars as filed
Netflix, Inc64110L106COM3,618$3,224,796dollars as filed
ADC THERAPEUTICS SAH0036K147COMMON STOCK1,612,556$3,208,986dollars as filed
MBX BIOSCIENCES INC COM55287L101Stock162,090$2,987,319dollars as filed
TORM PLC SHS CL AG89479102Stock152,439$2,929,388dollars as filed
MERUS N VN5749R100COM69,085$2,905,024dollars as filed
GOSSAMER BIO INC COM38341P102Stock3,180,295$2,876,895dollars as filed
MasterCard, Inc57636Q104COM5,425$2,856,642dollars as filed
QUANTERIX CORP74766Q101COMMON STOCK260,181$2,765,724dollars as filed
AC IMMUNE SAH00263105SHS952,069$2,570,586dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS28,845$2,445,768dollars as filed
ARCUS BIOSCIENCES INC03969F109COM153,783$2,289,829dollars as filed
IMMATICS N.VN44445109SHS311,722$2,216,343dollars as filed
Texas Instruments Incorporated882508104COM10,993$2,061,297dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY74,900$2,031,288dollars as filed
ESPERION THERAPEUTICS INC NEW COM29664W105Stock840,052$1,848,114dollars as filed
SPRINGWORKS THERAPEUTICS INC85205L107COM46,895$1,694,316dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM88,425$1,662,390dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock5,448$1,636,906dollars as filed
SYNOPSYS INC COM871607107Stock3,317$1,609,939dollars as filed
PTC INC COM69370C100Stock8,455$1,554,621dollars as filed
MEIRAGTX HOLDINGS PLCG59665102COMMON STOCK250,000$1,522,500dollars as filed
ABSCI CORPORATION00091E109COM551,188$1,444,113dollars as filed
AURA BIOSCIENCES INC05153U107COMMON STOCK162,358$1,334,583dollars as filed
AUTODESK INC COM052769106Stock4,336$1,281,592dollars as filed
Lam Research Corporation512807306COM17,086$1,234,122dollars as filed
COGENT BIOSCIENCES INC19240Q201COM157,851$1,231,238dollars as filed
SKYE BIOSCIENCE INC83086J200COM NEW434,046$1,228,350dollars as filed
Applied Materials,Inc.038222105COM7,536$1,225,580dollars as filed
Booking Holdings Inc.09857L108COM200$993,684dollars as filed
ALLAKOS INC01671P100COM815,956$987,307dollars as filed
CODEXIS INC192005106COM200,063$954,301dollars as filed
Uber Technologies90353T100COM15,563$938,760dollars as filed
COUPANG INC22266T109CL A36,111$793,720dollars as filed
Intuitive Surgical,Inc.46120E602COM1,455$759,452dollars as filed
KURA ONCOLOGY INC COM50127T109Stock76,533$666,602dollars as filed
AMPHENOL CORP NEW032095101COM8,474$588,519dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK3,745$440,150dollars as filed
ANSYS INC COM03662Q105COM1,182$398,724dollars as filed
Intel Corp458140100COM13,171$264,079dollars as filed
NVIDIA Corp67066G104COM1,582$212,447dollars as filed
LIBERTY BROADBAND CORP530307305COM SER C1,747$130,606dollars as filed
SEMPRA COM816851109Stock1,476$129,475dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock2,862$89,867dollars as filed
CVS Health Corporation126650100COM1,980$88,882dollars as filed
WHIRLPOOL CORP COM963320106Stock776$88,836dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW9,510$88,728dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock720$88,668dollars as filed
CORE LABORATORIES INC21867A105COM5,098$88,246dollars as filed
HCA Healthcare Inc40412C101COM292$87,644dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock488$87,557dollars as filed
TYSON FOODS INC CL A902494103Stock1,523$87,481dollars as filed
BORGWARNER INC COM099724106Stock2,750$87,423dollars as filed
Cigna Corporation125523100COM316$87,260dollars as filed
DOLLAR GEN CORP COM256677105Stock1,150$87,193dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock1,666$86,849dollars as filed
HERBALIFE LTDG4412G101COM SHS12,949$86,629dollars as filed
FUTU HLDGS LTD SPON ADS CL A36118L106ADR1,081$86,469dollars as filed
KOHLS CORP500255104COM6,108$85,756dollars as filed
GLOBE LIFE INC37959E102COM403$44,943dollars as filed
ECOPETROL S A SPONSORED ADS279158109ADR5,602$44,368dollars as filed
HELLO GROUP INC ADS423403104ADR5,747$44,309dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock4,140$43,760dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW1,418$43,221dollars as filed
CORCEPT THERAPEUTICS INC218352102COM856$43,134dollars as filed
Lufax Holding Ltd-Adr54975P201COM17,947$42,893dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock488$42,495dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock217$14,335dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK205$7,093dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000949this filing2025-02-11acceptance time not in the bulk data set