Legal Name: PLATINUM INVESTMENT MANAGEMENT LIMITED
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Facebook Inc (30303M102)
|
2,204,516 |
$425,472k |
|
|
INTEL CORP (458140100)
|
5,518,881 |
$264,189k |
|
|
TechnipFMC PLC (G87110105)
|
9,070,608 |
$235,292k |
|
|
ALPHABET INC (02079K305)
|
200,061 |
$216,626k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,232,370 |
$208,825k |
|
|
SKYWORKS SOLUTIONS INC (83088m102)
|
2,553,417 |
$197,303k |
|
|
Booking Holdings, Inc. (09857L108)
|
103,658 |
$194,329k |
|
|
MICRON TECHNOLOGY (595112103)
|
5,021,110 |
$193,765k |
|
|
ZTO EXPRESS CAYMAN INC (98980A105)
|
10,041,186 |
$191,987k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
2,062,349 |
$178,806k |
|
|
GOLDEN OCEAN GROUP LTD (G39637205)
|
3,350,000 |
$165,356k |
|
|
GILEAD SCIENCES INC (375558103)
|
2,015,993 |
$136,200k |
|
|
WEIBO CORP (948596101)
|
3,096,729 |
$134,863k |
|
|
Alphabet Inc (02079K107)
|
112,813 |
$121,941k |
|
|
ALLY FINL INC (02005N100)
|
3,779,719 |
$117,133k |
|
|
TRANSOCEAN LTD (H8817H100)
|
18,203,700 |
$116,686k |
|
|
CF Industries Holdings Inc (125269100)
|
2,494,161 |
$116,502k |
|
|
AUTOHOME INC (05278C107)
|
1,333,635 |
$114,186k |
|
|
GENERAL ELECTRIC CO (369604103)
|
10,213,829 |
$107,245k |
|
|
MOMO INC (60879B107)
|
2,676,938 |
$95,834k |
|
|
OWENS CORNING (690742101)
|
1,579,148 |
$91,906k |
|
|
MELCO RESORTS & ENTERT-ADR (585464100)
|
3,668,215 |
$79,674k |
|
|
58 COM INC (31680Q104)
|
1,174,879 |
$73,042k |
|
|
PEABODY ENERGY CORP (704551100)
|
2,434,111 |
$58,662k |
|
|
American Eagle Outfitters, Inc (02553E106)
|
2,434,299 |
$41,140k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
824,389 |
$38,087k |
|
|
SINA CORPORATION (G81477104)
|
845,530 |
$36,468k |
|
|
EQUIFAX INC (294429105)
|
241,892 |
$32,713k |
|
|
IHS MARKIT LTD (G47567105)
|
485,898 |
$30,961k |
|
|
MODERNA INC (60770K107)
|
1,482,545 |
$21,704k |
|
|
Warrior Met Coal, Inc. (93627C101)
|
812,600 |
$21,225k |
|
|
QIWI PLC (74735M108)
|
970,122 |
$18,985k |
|
|
STARS GROUP INC(THE) COM NPV ISIN #CA85570W1005 SEDOL #BDG1MJ0 (85570W100)
|
686,487 |
$11,718k |
|
|
Cellular Biomedicine Group Inc (15117P102)
|
672,885 |
$11,123k |
|
|
BRF SA (10552T107)
|
1,436,005 |
$10,914k |
|
|
HANESBRANDS INC (410345102)
|
593,205 |
$10,215k |
|
|
CARVANA CO CL A (146869102)
|
153,487 |
$9,607k |
|
|
Baidu Inc (056752108)
|
64,264 |
$7,542k |
|
|
Callaway Golf (131193104)
|
414,060 |
$7,105k |
|
|
NIELSEN HOLDINGS PLC (G6518L108)
|
240,481 |
$5,435k |
|
|
CENTURYLINK INC (156700106)
|
432,343 |
$5,084k |
|
|
QUANTERIX CORP COM (74766Q101)
|
141,220 |
$4,772k |
|
|
ZAI LAB LIMITED ADS EACH REP 1 ORD SHS (98887Q104)
|
121,122 |
$4,224k |
|
|
NanoString Technologies Inc (63009R109)
|
138,115 |
$4,192k |
|
|
WABTEC (929740108)
|
54,855 |
$3,936k |
|
|
COHERUS BIOSCIENCES INC (19249H103)
|
168,237 |
$3,718k |
|
|
MICROSOFT CORP (594918104)
|
25,835 |
$3,461k |
|
|
MAGENTA THERAPEUTICS INC COM (55910K108)
|
226,558 |
$3,342k |
|
|
PerkinElmer Inc (714046109)
|
32,975 |
$3,177k |
|
|
At Home Group Inc. (04650Y100)
|
415,383 |
$2,766k |
|
|
MERUS N V (N5749R100)
|
176,835 |
$2,591k |
|
|
ALECTOR INC (014442107)
|
120,859 |
$2,296k |
|
|
MYOVANT SCIENCES (G637AM102)
|
238,398 |
$2,158k |
|
|
Acceleron Pharma Inc (00434H108)
|
51,489 |
$2,115k |
|
|
LAM RESEARCH CORP (512807108)
|
11,069 |
$2,079k |
|
|
INFINITY PHARMACEUTICALS INC (45665G303)
|
1,137,647 |
$2,048k |
|
|
Incyte Corp (45337C102)
|
24,033 |
$2,042k |
|
|
PROTHENA CORP PLC (G72800108)
|
189,991 |
$2,008k |
|
|
Intellia Therapeutics Inc (45826J105)
|
120,854 |
$1,978k |
|
|
CISCO SYSTEMS INC (17275R102)
|
35,700 |
$1,954k |
|
|
PayPal Holdings Inc (70450Y103)
|
16,437 |
$1,881k |
|
|
PIERIS PHARMACEUTICALS INC (720795103)
|
398,228 |
$1,872k |
|
|
AGIOS PHARMACEUTICALS INC (00847X104)
|
37,436 |
$1,867k |
|
|
MERCK & CO INC (58933Y105)
|
22,093 |
$1,852k |
|
|
WAVE LIFE SCIENCES LTD (Y95308105)
|
70,942 |
$1,851k |
|
|
JOHNSON & JOHNSON (478160104)
|
13,279 |
$1,849k |
|
|
SANGAMO THERAPEUTICS (800677106)
|
168,585 |
$1,816k |
|
|
MEDICINES CO (584688105)
|
46,813 |
$1,707k |
|
|
BITAUTO HOLDINGS LTD ADR (091727107)
|
162,911 |
$1,706k |
|
|
QIAGEN NV (N72482123)
|
47,117 |
$1,682k |
|
|
ORACLE CORP (68389X105)
|
29,418 |
$1,676k |
|
|
ALNYLAM PHARMACEUTICALS INC (02043Q107)
|
22,655 |
$1,644k |
|
|
LIVANOVA PLC (G5509L101)
|
22,698 |
$1,633k |
|
|
AERIE PHARMACEUTICALS INC (00771V108)
|
54,384 |
$1,607k |
|
|
Apple Inc (037833100)
|
7,680 |
$1,520k |
|
|
CARNIVAL CORP (143658300)
|
29,260 |
$1,362k |
|
|
ASLAN PHARMACEUTICALS LTD (04522R101)
|
415,450 |
$1,275k |
|
|
ANALOG DEVICES INC (032654105)
|
10,720 |
$1,210k |
|
|
BLUEPRINT MEDICINES CORP (09627Y109)
|
12,746 |
$1,202k |
|
|
BIOMARIN PHARMACEUTICAL INC (09061G101)
|
13,820 |
$1,184k |
|
|
ARCUS BIOSCIENCES INC COM (03969F109)
|
146,193 |
$1,162k |
|
|
FIVE PRIME THERAPEUTICS INC (33830X104)
|
191,237 |
$1,153k |
|
|
SEATTLE GENETICS INC (812578102)
|
16,660 |
$1,153k |
|
|
EBAY INC (278642103)
|
28,417 |
$1,122k |
|
|
DERMIRA INC (24983L104)
|
116,325 |
$1,112k |
|
|
Xilinx Inc (983919101)
|
9,209 |
$1,086k |
|
|
JD.com Inc (47215P106)
|
35,800 |
$1,084k |
|
|
ROKU INC (77543R102)
|
10,101 |
$915k |
|
|
Barrick Gold Corp (067901108)
|
56,000 |
$883k |
|
|
Twilio Inc (90138F102)
|
4,229 |
$577k |
|
|
UNUM THERAPEUTICS (903214104)
|
170,700 |
$447k |
|
|
LIBERTY GLOBAL PLC (G5480U104)
|
14,800 |
$399k |
|
|
CRITEO S.A (226718104)
|
20,551 |
$354k |
|
|
NETGEAR INC (64111Q104)
|
7,100 |
$180k |
|
|
STAMPS.COM INC (NEW) (852857200)
|
2,600 |
$118k |
|
|
ARLO TECHNOLOGIES INC (04206A101)
|
14,060 |
$56k |
|
|
STOKE THERAPEUTICS INC COM (86150R107)
|
1,000 |
$29k |
|
