Platinum Investment Management Ltd (1256071) Portfolio


Number of Companies: 66
Inflow: $292,720 K
Outflow: $-326,096 K
Net Flow: $-33,376 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3051 57 Gilead Sciences Inc (GILD) Biotech 883,930 Added More 870,930 $91.86 $80,003 $81,197
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 801,450 New Holding 801,450 $77.90 $62,432 $62,432
2774 60 Level 3 Communications Inc (LVLT) Telecom Carriers 4,083,338 Added More 958,456 $52.84 $50,654 $215,804
2624 46 Mgic Investment Corp (MTG) Mortgage Finance 9,592,682 Added More 4,055,800 $7.67 $31,107 $73,575
3029 24 Coca-Cola Cothe (KO) Beverages 3,267,399 Added More 646,300 $46.38 $29,981 $151,574
582 5 Qiagen Nv (QGEN) Life Science Equipment 2,152,214 Added More 680,366 $22.34 $15,199 $48,080
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 1,310,500 Added More 89,200 $93.43 $8,333 $122,440
2169 42 Stillwater Mining Co (SWC) Precious Metal Mining 14,162,198 Added More 697,459 $10.65 $7,427 $150,827
3079 54 Apple Inc (AAPL) Communications Equipment 33,700 Added More 15,000 $108.98 $1,634 $3,672
250 7 Acadia Pharmaceuticals Inc (ACAD) Specialty Pharma 46,000 New Holding 46,000 $27.95 $1,286 $1,286
2756 51 Incyte Corp (INCY) Biotech 30,864 Added More 15,000 $72.47 $1,087 $2,236
258 7 Ariad Pharmaceuticals Inc (ARIA) Biotech 250,300 Added More 138,000 $6.39 $881 $1,599
2465 26 Perkinelmer Inc (PKI) Life Science Equipment 53,700 Added More 16,000 $49.45 $791 $2,656
3076 10 Johnson And Johnson (JNJ) Large Pharma 17,600 Added More 6,000 $108.19 $649 $1,904
173 4 Ironwood Pharmaceuticals Inc (IRWD) Specialty Pharma 173,000 Added More 53,000 $10.94 $579 $1,892
1626 37 Infinity Pharmaceuticals Inc (INFI) Biotech 206,932 Added More 60,000 $5.27 $316 $1,090
2035 44 Cirrus Logic Inc (CRUS) Semiconductor Devices 157,000 Added More 7,000 $36.41 $254 $5,716
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 9,598,832 Added More 3,400 $28.46 $96 $273,278
2869 51 Baker Hughes Inc (BHI) Oil And Gas Services And Equip 70,000 No Change 0 $43.83 $0 $3,068
757 5 51job Inc (JOBS) Internet Based Services 15,336 No Change 0 $31.02 $0 $475
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 172,000 No Change 0 $26.58 $0 $4,571
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 38,000 No Change 0 $26.65 $0 $1,012
936 25 Immunogen Inc (IMGN) Biotech 90,600 No Change 0 $8.52 $0 $771
2244 18 Groupon Inc (GRPN) Internet Media 407,000 No Change 0 $3.99 $0 $1,623
487 2 Callaway Golf Company (ELY) Sporting Goods 2,204,200 No Change 0 $9.12 $0 $20,102
495 6 Yandex Nv-A (YNDX) Internet Media 3,007,770 No Change 0 $15.32 $0 $46,079
6 1 Barrick Gold Corp (ABX) Precious Metal Mining 1,159,533 No Change 0 $13.58 $0 $15,746
2878 18 Estee Lauder Companies-Cl A (EL) Household Products 225,000 No Change 0 $94.30 $0 $21,219
3023 7 Merck And Co Inc (MRK) Large Pharma 18,800 No Change 0 $52.91 $0 $994
2033 5 E-House China Holdings (EJ) Real Estate Services 47,000 No Change 0 $6.22 $0 $292
2734 19 Fomento Economico Mex (FMX) Beverages 175,000 No Change 0 $96.30 $0 $16,854
2924 6 Cardinal Health Inc (CAH) Health Care Supply Chain 14,000 No Change 0 $81.94 $0 $1,147
2857 53 Biomarin Pharmaceutical Inc (BMRN) Biotech 17,220 No Change 0 $82.48 $0 $1,420
127 4 Micron Technology Inc (MU) Semiconductor Devices 890,700 No Change 0 $10.47 $0 $9,325
2976 33 Oracle Corp (ORCL) Infrastructure Software 3,960,300 No Change 0 $40.91 $0 $162,015
3031 8 Pfizer Inc (PFE) Large Pharma 47,610 No Change 0 $29.63 $0 $1,411
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 857,750 No Change 0 $73.75 $0 $63,259
2634 3 Tiffany And Co (TIF) Jewelry And Watch Stores 296,000 No Change 0 $73.37 $0 $21,720
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 4,427,394 No Change 0 $23.86 $0 $105,637
3074 26 Facebook Inc-A (FB) Internet Media 1,940 No Change 0 $114.09 $0 $221
2543 50 Infinera Corp (INFN) Communications Equipment 213,000 No Change 0 $16.05 $0 $3,420
2544 50 Seattle Genetics Inc (SGEN) Biotech 34,000 No Change 0 $35.09 $0 $1,193
2739 9 Teva Pharmaceutical (TEVA) Generic Pharma 62,200 No Change 0 $53.50 $0 $3,328
1083 12 Veeco Instruments Inc (VECO) Semiconductor Mfg 25,000 No Change 0 $19.48 $0 $487
2504 49 Ciena Corp (CIEN) Communications Equipment 937,377 No Change 0 $19.02 $0 $17,828
1517 33 Verastem Inc (VSTM) Biotech 688,924 No Change 0 $1.58 $0 $1,088
674 18 Ceva Inc (CEVA) Semiconductor Devices 0 Sold All -21,000 $22.50 $-472 $0
3053 58 Biogen Inc (BIIB) Biotech 4,000 Sold Some -2,500 $260.32 $-650 $1,041
2703 9 Owens Corning (OC) Non Wood Building Materials 0 Sold All -20,000 $47.27 $-945 $0
3020 26 United Technologies Corp (UTX) Aircraft And Parts 8,000 Sold Some -10,000 $100.09 $-1,001 $800
2823 28 Discover Financial Services (DFS) Consumer Finance 0 Sold All -20,000 $50.91 $-1,018 $0
2213 47 Turkcell Iletisim Hizmet (TKC) Telecom Carriers 0 Sold All -102,370 $10.51 $-1,075 $0
629 7 Baidu Inc (BIDU) Internet Media 1,747,692 Sold Some -9,690 $190.88 $-1,849 $333,599
3024 13 Time Warner Inc (TWX) Entertainment Content 229,666 Sold Some -27,000 $72.55 $-1,958 $16,662
7 1 Alere Inc (ALR) Life Science Equipment 0 Sold All -44,970 $50.61 $-2,275 $0
1497 9 Soufun Holdings Ltd (SFUN) Internet Based Services 15,891,875 Sold Some -783,700 $5.99 $-4,694 $95,192
2441 20 Sina Corp (SINA) Internet Media 4,293,202 Sold Some -143,891 $47.36 $-6,816 $203,368
2609 22 Yy Inc (YY) Internet Media 0 Sold All -286,056 $61.59 $-17,618 $0
3030 69 Intel Corp (INTC) Semiconductor Devices 5,864,892 Sold Some -549,400 $32.34 $-17,773 $189,729
3068 39 Mcdonalds Corp (MCD) Restaurants 1,138,100 Sold Some -145,800 $125.68 $-18,324 $143,036
1132 6 Allegheny Technologies Inc (ATI) Steel Producers 4,396,901 Sold Some -1,153,735 $16.29 $-18,805 $71,669
440 2 Kbr Inc (KBR) Infrastructure Construction 2,925,685 Sold Some -1,386,684 $15.48 $-21,465 $45,289
2837 2 Carnival Corp (CCL) Cruise Lines 5,455,364 Sold Some -450,400 $52.77 $-23,767 $287,879
2470 16 Trina Solar Ltd (TSL) Renewable Energy Equipment 8,308,792 Sold Some -3,575,885 $9.94 $-35,544 $82,589
419 14 Qlik Technologies Inc (QLIK) Application Software 2,638,414 Sold Some -1,385,879 $28.92 $-40,079 $76,302
2994 16 Corning Inc (GLW) Electronics Components 1,695,000 Sold Some -5,263,711 $20.88 $-109,958 $35,408