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PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
+11.7%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$5.78B
AUM Growth
+$296M
Cap. Flow
-$288M
Cap. Flow %
-4.99%
Top 10 Hldgs %
53.5%
Holding
90
New
8
Increased
20
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
SOHU
Sohu.com
SOHU
+$156M
2
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
+$37.6M
3
B
Barrick Mining
B
+$37M
4
CCL icon
Carnival Corporation Ltd
CCL
+$35.1M
5
INTC icon
Intel
INTC
+$24.6M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$199M
2
BIDU icon
Baidu
BIDU
+$96.9M
3
BAC icon
Bank of America
BAC
+$80.6M
4
BID
Sotheby's
BID
+$59.7M
5
KBR icon
KBR
KBR
+$33.5M

Sector Composition

Rank Sector Weight
1 Technology 26.57%
2 Communication Services 17.99%
3 Consumer Discretionary 11.86%
4 Industrials 8.43%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSTM icon
51
Verastem
VSTM
$592M
$3.94M 0.07%
+28,795
New +$3.78M
TKC icon
52
Turkcell
TKC
$4.79B
$2.8M 0.05%
210,000
+15,000
+8% +$227K
EA
53
DELISTED
Electronic Arts
EA
$2.48M 0.04%
108,000
– –
BLDP
54
Ballard Power Systems
BLDP
$790M
$2.41M 0.04%
1,591,034
– –
TEVA icon
55
Teva Pharmaceuticals
TEVA
$41.2B
$2.13M 0.04%
53,200
– –
AAPL icon
56
Apple
AAPL
$4.57T
$1.96M 0.03%
98,000
+47,600
+94% +$899K
ALR
57
DELISTED
Alere Inc
ALR
$1.84M 0.03%
50,970
– –
HAL icon
58
Halliburton
HAL
$26.6B
$1.83M 0.03%
36,000
– –
UFS
59
DELISTED
DOMTAR CORPORATION (New)
UFS
$1.75M 0.03%
37,000
– –
INCY icon
60
Incyte
INCY
$24.4B
$1.68M 0.03%
33,264
-3,000
-8% -$131K
MMYT icon
61
MakeMyTrip
MMYT
$5.64B
$1.67M 0.03%
86,880
– –
RVTY icon
62
Revvity
RVTY
$12.8B
$1.55M 0.03%
37,700
– –
PFE icon
63
Pfizer
PFE
$153B
$1.46M 0.03%
50,181
– –
SWKS icon
64
Skyworks Solutions
SWKS
$10.6B
$1.43M 0.02%
50,000
– –
GNC
65
DELISTED
GNC Holdings, Inc.
GNC
$1.4M 0.02%
24,000
– –
ELOS
66
DELISTED
Syneron Medical Ltd
ELOS
$1.16M 0.02%
94,330
– –
ICLR icon
67
Icon
ICLR
$12.7B
$1.15M 0.02%
28,500
– –
DFS
68
DELISTED
Discover Financial Services
DFS
$1.12M 0.02%
+20,000
New +$1.05M
CMPR icon
69
Cimpress
CMPR
$2.31B
$1.08M 0.02%
19,000
– –
IMGN
70
DELISTED
Immunogen Inc
IMGN
$1.08M 0.02%
73,600
– –
UPL
71
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$1.02M 0.02%
47,000
– –
NXPI icon
72
NXP Semiconductors
NXPI
$60.4B
$918K 0.02%
20,000
– –
A icon
73
Agilent Technologies
A
$41.2B
$857K 0.01%
20,970
-13,980
-40% -$531K
AVGO icon
74
Broadcom
AVGO
$2.04T
$846K 0.01%
+160,000
New +$736K
OC icon
75
Owens Corning
OC
$12.4B
$814K 0.01%
20,000
– –
1 2
3
4

Similar funds

LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Platinum Investment Management's Q4 2013 Portfolio in Review

As of Q4 2013, Platinum Investment Management held 90 positions worth $5.78B, up 5.4% from $5.48B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Platinum Investment Management withdrew a net $288M in Q4 2013, closing 3 positions and reducing 25 holdings. Its most notable exit was Sotheby's, an estimated $59.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in Huazhu Hotels Group worth $19.8M.

  • Platinum Investment Management's largest Q4 2013 buy was Huazhu Hotels Group: 2,604,000 shares worth $19.8M.
  • Platinum Investment Management added most to Sohu.com in Q4 2013, an estimated $156M increase.
  • Platinum Investment Management's biggest Q4 2013 reduction was Micron Technology, cutting an estimated $199M.
  • Platinum Investment Management fully exited Sotheby's in Q4 2013, selling an estimated $59.7M.
  • Platinum Investment Management's ten largest holdings make up 53% of its $5.78B portfolio in Q4 2013.
  • Platinum Investment Management opened 8 new positions and closed 3 in Q4 2013.
  • Platinum Investment Management's portfolio value rose 5.4% quarter-over-quarter to $5.78B.

Based on Platinum Investment Management's 13F filing for Q4 2013, filed 13 Feb 2014.