13F HOLDINGS REPORT
PLATINUM INVESTMENT MANAGEMENT LTD
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001085146-24-005448
Total Value
$2.21B
Positions
122
Other Managers
0
Confidential Omitted
No
Holdings (122)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | ZTOEF | 15,557,532 | $385.4M | 17.45% |
| 2 | TRANSUNION | TRU | 1,889,479 | $197.8M | 8.96% |
| 3 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 962,585 | $154.6M | 7.00% |
| 4 | PDD HOLDINGS INC | PDD | 1,092,662 | $147.3M | 6.67% |
| 5 | CAMECO CORP | CCJ | 2,923,463 | $139.6M | 6.32% |
| 6 | ALPHABET INC | GOOG | 641,408 | $106.4M | 4.82% |
| 7 | TRIP COM GROUP LTD | TRPCF | 1,453,757 | $86.4M | 3.91% |
| 8 | SCHLUMBERGER LTD | SLB | 1,785,365 | $74.9M | 3.39% |
| 9 | LAMB WESTON HLDGS INC | LW | 1,067,229 | $69.1M | 3.13% |
| 10 | BROADCOM INC | AVGO | 387,868 | $66.9M | 3.03% |
| 11 | BAXTER INTL INC | 071813109 | 1,587,070 | $60.3M | 2.73% |
| 12 | MICROCHIP TECHNOLOGY INC. | MCHPP | 717,761 | $57.6M | 2.61% |
| 13 | MICRON TECHNOLOGY INC | MU | 525,741 | $54.5M | 2.47% |
| 14 | SKYWORKS SOLUTIONS INC | SWKS | 539,333 | $53.3M | 2.41% |
| 15 | NICE LTD | NCSYF | 287,678 | $50.0M | 2.26% |
| 16 | ALPHABET INC | GOOG | 286,068 | $47.8M | 2.17% |
| 17 | VALARIS LTD | VAL-WT | 856,630 | $47.8M | 2.16% |
| 18 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 2,295,885 | $33.1M | 1.50% |
| 19 | SCORPIO TANKERS INC | STNG | 445,176 | $31.7M | 1.44% |
| 20 | DINGDONG CAYMAN LTD | DDL | 8,558,516 | $30.4M | 1.38% |
| 21 | NOAH HLDGS LTD | NOAH | 2,037,121 | $25.1M | 1.14% |
| 22 | ALIBABA GROUP HLDG LTD | BBAAY | 206,718 | $21.9M | 0.99% |
| 23 | JD.COM INC | JDCMF | 500,318 | $20.0M | 0.91% |
| 24 | META PLATFORMS INC | META | 21,977 | $12.6M | 0.57% |
| 25 | FLUTTER ENTMT PLC | G3643J108 | 51,000 | $12.1M | 0.55% |
| 26 | AMAZON COM INC | AMZN | 64,315 | $12.0M | 0.54% |
| 27 | H WORLD GROUP LTD | HWLDF | 286,153 | $10.6M | 0.48% |
| 28 | VISA INC | V | 35,405 | $9.7M | 0.44% |
| 29 | ZOETIS INC | ZTS | 40,000 | $7.8M | 0.35% |
| 30 | EXSCIENTIA PLC | 30223G102 | 1,456,058 | $7.1M | 0.32% |
| 31 | CENTESSA PHARMACEUTICALS PLC | CNTA | 429,701 | $6.9M | 0.31% |
| 32 | APOGEE THERAPEUTICS INC | APGE | 107,694 | $6.3M | 0.29% |
| 33 | BICYCLE THERAPEUTICS PLC | BCYC | 272,149 | $6.2M | 0.28% |
| 34 | ROIVANT SCIENCES LTD | ROIV | 528,031 | $6.1M | 0.28% |
| 35 | VERA THERAPEUTICS INC | VERA | 137,389 | $6.1M | 0.27% |
| 36 | JOHNSON & JOHNSON | JNJ | 35,942 | $5.8M | 0.26% |
| 37 | IMMUNOVANT INC | IMVT | 192,242 | $5.5M | 0.25% |
| 38 | AMER SPORTS INC | AS | 300,000 | $4.8M | 0.22% |
| 39 | APPLE INC | AAPL | 20,000 | $4.7M | 0.21% |
| 40 | IDEAYA BIOSCIENCES INC | IDYA | 144,717 | $4.6M | 0.21% |
| 41 | ADC THERAPEUTICS SA | ADCT | 1,444,516 | $4.6M | 0.21% |
| 42 | BIRKENSTOCK HOLDING PLC | BIRK | 90,000 | $4.4M | 0.20% |
| 43 | BOOKING HOLDINGS INC | BKNG | 1,000 | $4.2M | 0.19% |
| 44 | ZYMEWORKS INC | ZYME | 327,522 | $4.1M | 0.19% |
| 45 | MBX BIOSCIENCES INC | MBX | 150,000 | $3.9M | 0.18% |
| 46 | MICROSOFT CORP | MSFT | 8,989 | $3.9M | 0.18% |
| 47 | WAVE LIFE SCIENCES LTD | WVE | 461,667 | $3.8M | 0.17% |
| 48 | COSTAR GROUP INC | CSGP | 50,000 | $3.8M | 0.17% |
| 49 | AC IMMUNE SA | ACIU | 952,069 | $3.6M | 0.16% |
| 50 | QUANTERIX CORP | QTRX | 277,636 | $3.6M | 0.16% |
| 51 | VEEVA SYS INC | VEEV | 17,119 | $3.6M | 0.16% |
| 52 | GOSSAMER BIO INC | GOSS | 3,524,908 | $3.5M | 0.16% |
| 53 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 103,858 | $3.5M | 0.16% |
| 54 | MERUS N V | N5749R100 | 69,085 | $3.5M | 0.16% |
| 55 | ORACLE CORP | ORCL-PD | 20,151 | $3.4M | 0.16% |
| 56 | ADOBE INC | ADBE | 6,335 | $3.3M | 0.15% |
| 57 | NETFLIX INC | NFLX | 4,421 | $3.1M | 0.14% |
| 58 | Q32 BIO INC | QTTB | 66,801 | $3.0M | 0.13% |
| 59 | TORM PLC | TRMD | 79,199 | $2.7M | 0.12% |
| 60 | TEXAS INSTRS INC | 882508104 | 12,297 | $2.5M | 0.11% |
| 61 | ANAPTYSBIO INC | ANABV | 75,292 | $2.5M | 0.11% |
| 62 | STRUCTURE THERAPEUTICS INC | GPCR | 57,230 | $2.5M | 0.11% |
| 63 | ARCUS BIOSCIENCES INC | RCUS | 153,783 | $2.4M | 0.11% |
| 64 | IMMATICS N.V | IMTX | 203,614 | $2.3M | 0.11% |
| 65 | APPLIED MATLS INC | 038222105 | 11,271 | $2.3M | 0.10% |
| 66 | LAM RESEARCH CORP | LRCX | 2,725 | $2.2M | 0.10% |
| 67 | ANALOG DEVICES INC | ADI | 8,314 | $1.9M | 0.09% |
| 68 | SKYE BIOSCIENCE INC | SKYE | 485,199 | $1.9M | 0.09% |
| 69 | ESPERION THERAPEUTICS INC NE | ESPR | 1,092,862 | $1.8M | 0.08% |
| 70 | ABSCI CORPORATION | ABSI | 457,403 | $1.7M | 0.08% |
| 71 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 88,425 | $1.7M | 0.08% |
| 72 | COGENT BIOSCIENCES INC | COGT | 157,851 | $1.7M | 0.08% |
| 73 | MOBILEYE GLOBAL INC | MBLY | 111,659 | $1.5M | 0.07% |
| 74 | AURA BIOSCIENCES INC | AURA | 162,358 | $1.4M | 0.07% |
| 75 | RECURSION PHARMACEUTICALS IN | RXRX | 186,082 | $1.2M | 0.06% |
| 76 | SYNOPSYS INC | SNPS | 2,373 | $1.2M | 0.05% |
| 77 | KEROS THERAPEUTICS INC | KROS | 20,293 | $1.2M | 0.05% |
| 78 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 100,863 | $1.1M | 0.05% |
| 79 | MEIRAGTX HLDGS PLC | MGTX | 250,000 | $1.0M | 0.05% |
| 80 | BIOAGE LABS INC | BIOA | 50,000 | $1.0M | 0.05% |
| 81 | CADENCE DESIGN SYSTEM INC | CDNS | 3,813 | $1.0M | 0.05% |
| 82 | SAREPTA THERAPEUTICS INC | SRPT | 8,001 | $999,245 | 0.05% |
| 83 | 908 DEVICES INC | MASS | 257,423 | $893,258 | 0.04% |
| 84 | ANSYS INC | 03662Q105 | 2,620 | $834,811 | 0.04% |
| 85 | KURA ONCOLOGY INC | KURA | 41,874 | $818,218 | 0.04% |
| 86 | NXP SEMICONDUCTORS N V | NXPI | 3,406 | $817,474 | 0.04% |
| 87 | INTUITIVE SURGICAL INC | ISRG | 1,455 | $714,798 | 0.03% |
| 88 | ALLAKOS INC | 01671P100 | 1,060,139 | $692,483 | 0.03% |
| 89 | CODEXIS INC | CDXS | 200,063 | $616,194 | 0.03% |
| 90 | AUTODESK INC | ADSK | 1,708 | $470,520 | 0.02% |
| 91 | MANHATTAN ASSOCIATES INC | MANH | 1,532 | $431,074 | 0.02% |
| 92 | OMEGA THERAPEUTICS INC | 68217N105 | 346,352 | $422,549 | 0.02% |
| 93 | INTEL CORP | INTC | 13,434 | $315,162 | 0.01% |
| 94 | LIBERTY BROADBAND CORP | LBRDP | 2,255 | $174,289 | 0.01% |
| 95 | SEMPRA | SREA | 1,666 | $139,328 | 0.01% |
| 96 | HANESBRANDS INC | 410345102 | 14,521 | $106,729 | 0.00% |
| 97 | ALLISON TRANSMISSION HLDGS I | ALSN | 1,106 | $106,253 | 0.00% |
| 98 | CISCO SYS INC | CSCO | 1,989 | $105,855 | 0.00% |
| 99 | WHIRLPOOL CORP | WHR-PA | 969 | $103,683 | 0.00% |
| 100 | PAYPAL HLDGS INC | PYPL | 1,314 | $102,531 | 0.00% |
| 101 | CORE LABORATORIES INC | CLB | 5,420 | $100,433 | 0.00% |
| 102 | CALIFORNIA RES CORP | CRC | 1,892 | $99,273 | 0.00% |
| 103 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 1,283 | $99,022 | 0.00% |
| 104 | KOHLS CORP | KSS | 4,672 | $98,579 | 0.00% |
| 105 | NOBLE CORP PLC | NE-WT | 2,703 | $97,686 | 0.00% |
| 106 | UNIVERSAL HLTH SVCS INC | 913903100 | 415 | $95,039 | 0.00% |
| 107 | TYSON FOODS INC | TSN | 1,592 | $94,820 | 0.00% |
| 108 | ONEMAIN HLDGS INC | OMF | 2,013 | $94,752 | 0.00% |
| 109 | THE CIGNA GROUP | 125523100 | 273 | $94,578 | 0.00% |
| 110 | AT&T INC | T-PC | 4,258 | $93,676 | 0.00% |
| 111 | NEW YORK CMNTY BANCORP INC | FLG-PU | 8,335 | $93,602 | 0.00% |
| 112 | NVIDIA CORPORATION | NVDA | 756 | $91,809 | 0.00% |
| 113 | HERBALIFE LTD | HLF | 12,417 | $89,278 | 0.00% |
| 114 | JAZZ PHARMACEUTICALS PLC | JAZZ | 791 | $88,125 | 0.00% |
| 115 | LUFAX HOLDING LTD | LU | 20,658 | $72,096 | 0.00% |
| 116 | CORCEPT THERAPEUTICS INC | CORT | 1,231 | $56,971 | 0.00% |
| 117 | FOX CORP | FOX | 1,284 | $54,352 | 0.00% |
| 118 | HELLO GROUP INC | MOMO | 6,698 | $50,972 | 0.00% |
| 119 | JACKSON FINANCIAL INC | JXN-PA | 540 | $49,264 | 0.00% |
| 120 | WARNER BROS DISCOVERY INC | WBD | 5,426 | $44,765 | 0.00% |
| 121 | SOLVENTUM CORP | SOLV | 217 | $15,129 | 0.00% |
| 122 | KYNDRYL HLDGS INC | KD | 205 | $4,711 | 0.00% |