PLATINUM INVESTMENT MANAGEMENT LTD

13F filer, CIK 1256071, SYDNEY AUSTRALIA 2000, Australia

PLATINUM INVESTMENT MANAGEMENT LTD reported $2,208,923,213 across 122 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-08. Its ten largest share positions make up 64.67% of the portfolio.

Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005448

Period: 2024-09-30
Reported value: $2.21B
Holdings: 122
Top 10 weight: 64.67%
New: 15
Sold out: 27

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+285,953	$49.3M
NICEadded	+282,145	$49M
PDDadded	+225,215	$30.4M
LWadded	+337,836	$21.9M
ASnew	+300,000	$4.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MUreduced	-694,803	-$72.1M
TCOMreduced	-1,202,832	-$71.5M
MCHPreduced	-623,819	-$50.1M
BABAreduced	-430,585	-$45.7M
SWKSreduced	-358,206	-$35.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005448, largest first. % of portfolio is the value over $2,208,923,213, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ZTOZTO EXPRESS CAYMAN INC	15,557,532	$385M	17.45%	-99,474	Timeline
TRUTRANSUNION	1,889,479	$198M	8.96%	+9,199	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	962,585	$155M	7%	-3,423	Timeline
PDDPDD HOLDINGS INC	1,092,662	$147M	6.67%	+225,215	Timeline
CCJCAMECO CORP	2,923,463	$140M	6.32%	+14,601	Timeline
GOOGLALPHABET INC	641,408	$106M	4.82%	-211,065	Timeline
TCOMTRIP COM GROUP LTD	1,453,757	$86.4M	3.91%	-1,202,832	Timeline
SLBSLB LIMITED	1,785,365	$74.9M	3.39%	+33,021	Timeline
LWLAMB WESTON HLDGS INC	1,067,229	$69.1M	3.13%	+337,836	Timeline
AVGOBROADCOM INC	387,868	$66.9M	3.03%	+285,953	Timeline
BAXBAXTER INTL INC	1,587,070	$60.3M	2.73%	-5,465	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	717,761	$57.6M	2.61%	-623,819	Timeline
MUMICRON TECHNOLOGY INC	525,741	$54.5M	2.47%	-694,803	Timeline
SWKSSKYWORKS SOLUTIONS INC	539,333	$53.3M	2.41%	-358,206	Timeline
NICENICE LTD	287,678	$50M	2.26%	+282,145	Timeline
GOOGALPHABET INC	286,068	$47.8M	2.17%	-91,804	Timeline
VALVALARIS LTD	856,630	$47.8M	2.16%	-2,272	Timeline
PBRPETROLEO BRASILEIRO S A	2,295,885	$33.1M	1.5%	-8,349	Timeline
STNGSCORPIO TANKERS INC	445,176	$31.7M	1.44%	-1,392	Timeline
DDLDINGDONG CAYMAN LTD	8,558,516	$30.4M	1.38%	-506,289	Timeline
NOAHNOAH HLDGS LTD	2,037,121	$25.1M	1.14%	-117,901	Timeline
BABAALIBABA GROUP HLDG LTD	206,718	$21.9M	0.99%	-430,585	Timeline
JDJD.COM INC	500,318	$20M	0.91%	+33	Timeline
METAMETA PLATFORMS INC	21,977	$12.6M	0.57%	-47,637	Timeline
FLUTFLUTTER ENTMT PLC	51,000	$12.1M	0.55%	0	Timeline
AMZNAMAZON COM INC	64,315	$12M	0.54%	+3,985	Timeline
HTHTH WORLD GROUP LTD	286,153	$10.6M	0.48%	0	Timeline
VVISA INC	35,405	$9.73M	0.44%	+861	Timeline
ZTSZOETIS INC	40,000	$7.82M	0.35%	0	Timeline
EXSCIENTIA PLCEXSCIENTIA PLC	1,456,058	$7.11M	0.32%	-476,146
CNTACENTESSA PHARMACEUTICALS PLC	429,701	$6.87M	0.31%	-66,194	Timeline
APGEAPOGEE THERAPEUTICS INC	107,694	$6.33M	0.29%	-39,778	Timeline
BCYCBICYCLE THERAPEUTICS PLC	272,149	$6.16M	0.28%	-21,296	Timeline
ROIVROIVANT SCIENCES LTD	528,031	$6.09M	0.28%	-41,714	Timeline
VERAVERA THERAPEUTICS INC	137,389	$6.07M	0.27%	+973	Timeline
JNJJOHNSON & JOHNSON	35,942	$5.82M	0.26%	0	Timeline
IMVTIMMUNOVANT INC	192,242	$5.48M	0.25%	0	Timeline
ASAMER SPORTS INC	300,000	$4.79M	0.22%	new	Timeline
AAPLAPPLE INC	20,000	$4.66M	0.21%	-14,133	Timeline
IDYAIDEAYA BIOSCIENCES INC	144,717	$4.58M	0.21%	0	Timeline
ADCTADC THERAPEUTICS SA	1,444,516	$4.55M	0.21%	+148,363	Timeline
BIRKBIRKENSTOCK HOLDING PLC	90,000	$4.44M	0.2%	new	Timeline
BKNGBOOKING HOLDINGS INC	1,000	$4.21M	0.19%	-185	Timeline
ZYMEZYMEWORKS INC	327,522	$4.11M	0.19%	-45,480	Timeline
MBXMBX BIOSCIENCES INC	150,000	$3.9M	0.18%	new	Timeline
MSFTMICROSOFT CORP	8,989	$3.87M	0.18%	+400	Timeline
WVEWAVE LIFE SCIENCES LTD	461,667	$3.79M	0.17%	-75,678	Timeline
CSGPCOSTAR GROUP INC	50,000	$3.77M	0.17%	0	Timeline
ACIUAC IMMUNE SA	952,069	$3.6M	0.16%	0	Timeline
QTRXQUANTERIX CORP	277,636	$3.6M	0.16%	0	Timeline
VEEVVEEVA SYS INC	17,119	$3.59M	0.16%	+1,632	Timeline
GOSSGOSSAMER BIO INC	3,524,908	$3.48M	0.16%	0	Timeline
LONGBOARD PHARMACEUTICALS INLONGBOARD PHARMACEUTICALS IN	103,858	$3.46M	0.16%	-10,189
MERUS N VMERUS N V	69,085	$3.45M	0.16%	-4,637
ORCLORACLE CORP	20,151	$3.43M	0.16%	-1,611	Timeline
ADBEADOBE INC	6,335	$3.28M	0.15%	-854	Timeline
NFLXNETFLIX INC.	4,421	$3.14M	0.14%	-2,227	Timeline
QTTBQ32 BIO INC	66,801	$2.98M	0.13%	-22,655	Timeline
TRMDTORM PLC	79,199	$2.71M	0.12%	-626	Timeline
TXNTEXAS INSTRS INC	12,297	$2.54M	0.11%	+3,482	Timeline
ANABANAPTYSBIO INC	75,292	$2.52M	0.11%	-7,109	Timeline
GPCRSTRUCTURE THERAPEUTICS INC	57,230	$2.51M	0.11%	0	Timeline
RCUSARCUS BIOSCIENCES INC	153,783	$2.35M	0.11%	0	Timeline
IMTXIMMATICS N.V	203,614	$2.32M	0.11%	0	Timeline
AMATAPPLIED MATLS INC	11,271	$2.28M	0.1%	-1,345	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	2,725	$2.22M	0.1%	+20
ADIANALOG DEVICES INC	8,314	$1.91M	0.09%	-882	Timeline
SKYESKYE BIOSCIENCE INC	485,199	$1.9M	0.09%	new	Timeline
ESPRESPERION THERAPEUTICS INC NE	1,092,862	$1.8M	0.08%	-103,664	Timeline
ABSIABSCI CORPORATION	457,403	$1.75M	0.08%	-73,279	Timeline
ARWRARROWHEAD PHARMACEUTICALS IN	88,425	$1.71M	0.08%	0	Timeline
COGTCOGENT BIOSCIENCES INC	157,851	$1.7M	0.08%	0	Timeline
MBLYMOBILEYE GLOBAL INC	111,659	$1.53M	0.07%	-1,145,484	Timeline
AURAAURA BIOSCIENCES INC	162,358	$1.45M	0.07%	0	Timeline
RXRXRECURSION PHARMACEUTICALS IN	186,082	$1.23M	0.06%	-209,591	Timeline
SNPSSYNOPSYS INC	2,373	$1.2M	0.05%	new	Timeline
KROSKEROS THERAPEUTICS INC	20,293	$1.18M	0.05%	0	Timeline
FDMT4D MOLECULAR THERAPEUTICS IN	100,863	$1.09M	0.05%	+64,291	Timeline
MGTXMEIRAGTX HLDGS PLC	250,000	$1.04M	0.05%	new	Timeline
BIOABIOAGE LABS INC	50,000	$1.04M	0.05%	new	Timeline
CDNSCADENCE DESIGN SYSTEM INC	3,813	$1.03M	0.05%	+1,875	Timeline
SRPTSAREPTA THERAPEUTICS INC	8,001	$999K	0.05%	-3,300	Timeline
MASS908 DEVICES INC	257,423	$893K	0.04%	-16,644	Timeline
ANSYS INCANSYS INC	2,620	$835K	0.04%	new
KURAKURA ONCOLOGY INC	41,874	$818K	0.04%	0	Timeline
NXPINXP SEMICONDUCTORS N V	3,406	$817K	0.04%	-3,460	Timeline
ISRGINTUITIVE SURGICAL INC	1,455	$715K	0.03%	new	Timeline
ALLAKOS INCALLAKOS INC	1,060,139	$692K	0.03%	0
CDXSCODEXIS INC	200,063	$616K	0.03%	0	Timeline
ADSKAUTODESK INC	1,708	$471K	0.02%	new	Timeline
MANHMANHATTAN ASSOCIATES INC	1,532	$431K	0.02%	new	Timeline
OMEGA THERAPEUTICS INCOMEGA THERAPEUTICS INC	346,352	$423K	0.02%	0
INTCINTEL CORP	13,434	$315K	0.01%	+3,142	Timeline
LBRDKLIBERTY BROADBAND CORP	2,255	$174K	0.01%	new	Timeline
SRESEMPRA	1,666	$139K	0.01%	-581	Timeline
HANESBRANDS INCHANESBRANDS INC	14,521	$107K	<0.01%	-6,693
ALSNALLISON TRANSMISSION HLDGS I	1,106	$106K	<0.01%	-1,602	Timeline
CSCOCISCO SYS INC	1,989	$106K	<0.01%	-351	Timeline
WHRWHIRLPOOL CORP	969	$104K	<0.01%	-257	Timeline
PYPLPAYPAL HLDGS INC	1,314	$103K	<0.01%	new	Timeline
CLBCORE LABORATORIES INC	5,420	$100K	<0.01%	-931	Timeline
CRCCALIFORNIA RES CORP	1,892	$99.3K	<0.01%	-333	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	1,283	$99K	<0.01%	-380	Timeline
KSSKOHLS CORP	4,672	$98.6K	<0.01%	-281	Timeline
NENOBLE CORP PLC	2,703	$97.7K	<0.01%	+218	Timeline
UHSUNIVERSAL HLTH SVCS INC	415	$95K	<0.01%	-171	Timeline
TSNTYSON FOODS INC	1,592	$94.8K	<0.01%	-280	Timeline
OMFONEMAIN HLDGS INC	2,013	$94.8K	<0.01%	-81	Timeline
CITHE CIGNA GROUP	273	$94.6K	<0.01%	-48	Timeline
TAT&T INC	4,258	$93.7K	<0.01%	-1,829	Timeline
FLGFLAGSTAR BANK NATIONAL ASSOC	8,335	$93.6K	<0.01%	new	Timeline
NVDANVIDIA CORPORATION	756	$91.8K	<0.01%	-1,675	Timeline
HLFHERBALIFE LTD	12,417	$89.3K	<0.01%	+2,965	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	791	$88.1K	<0.01%	-139	Timeline
LULUFAX HOLDING LTD	20,658	$72.1K	<0.01%	-3,634	Timeline
CORTCORCEPT THERAPEUTICS INC	1,231	$57K	<0.01%	new	Timeline
FOXAFOX CORP	1,284	$54.4K	<0.01%	-440	Timeline
MOMOHELLO GROUP INC	6,698	$51K	<0.01%	-2,273	Timeline
JXNJACKSON FINANCIAL INC	540	$49.3K	<0.01%	-866	Timeline
WBDWARNER BROS DISCOVERY INC	5,426	$44.8K	<0.01%	-1,955	Timeline
SOLVSOLVENTUM CORP	217	$15.1K	<0.01%	-38	Timeline
KDKYNDRYL HLDGS INC	205	$4.71K	<0.01%	-36	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MRNAMODERNA INC	18,193	$2.16M	shares
QCOMQUALCOMM INC	8,734	$1.74M	shares
LULULULULEMON ATHLETICA INC	5,000	$1.49M	shares
TECHBIO-TECHNE CORP	20,449	$1.47M	shares
RYAAYRYANAIR HOLDINGS PLC	10,000	$1.16M	shares
AMDADVANCED MICRO DEVICES INC	6,911	$1.12M	shares
CYTKCYTOKINETICS INC	14,478	$784K	shares
TKNOALPHA TEKNOVA INC	531,414	$728K	shares
FIVNFIVE9 INC	10,087	$445K	shares
BALLBALL CORP	6,505	$390K	shares
MAC Copper LtdMAC Copper Ltd	25,902	$355K	shares
SUZSUZANO S A	33,633	$345K	shares
APDAIR PRODUCTS AND CHEMICALS I	1,273	$328K	shares
CCKCROWN HLDGS INC	4,003	$298K	shares
CNMCORE & MAIN INC	5,453	$267K	shares
AMBPARDAGH METAL PACKAGING S A	66,982	$228K	shares
ATKRATKORE INC	1,594	$215K	shares
EROERO COPPER CORP	9,249	$198K	shares
FCXFREEPORT MCMORAN INC	3,775	$183K	shares
CTVACORTEVA INC	3,329	$180K	shares
CHTRCHARTER COMMUNICATIONS INC	592	$177K	shares
ALVAUTOLIV INC	1,372	$147K	shares
NEW YORK COMMUNITY BANCORPNEW YORK COMMUNITY BANCORP	35,044	$113K	shares
MMM3M CO	1,020	$104K	shares
Vital Energy IncVital Energy Inc	1,079	$48.4K	shares
CFCF INDUSTRIES HOLD	600	$44.5K	shares
TPICQTPI COMPOSITES INC COM	5,011	$20K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005448	base		2024-11-08	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC