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Fund Holdings of PLATINUM INVESTMENT MANAGEMENT LTD Filed on 2012-02-14

Link to Original SEC 13F filings sorted on filing date: 2012-02-14 | 2011-11-14 | 2011-08-12 | 2011-05-13 | 2011-02-14 |

1. Fund Information

Fund NamePLATINUM INVESTMENT MANAGEMENT LTD
Fund Manager
AddressC/O PLATINUM INVESTMENT MANAGEMENT, LEVEL 8, 7 MACQUARIE PLACE
SYDNEY AUSTRALIA 2000, C3, 00000
::Google Map
Phone61292557533
13F Asset Last Qtr$3,553,232,000
13F Asset This Qtr$3,492,200,000
Asset Change-1.72%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)MICROSOFT CORPORATIONMSFT9,242,670$239,939Cut -7.39%6.87%
2.)NEXEN INC.NXY13,452,850$214,034Added 17.49%6.13%
3.)CISCO SYSTEMS, INC.CSCO11,405,700$206,215Cut -9.25%5.91%
4.)BANK OF AMERICA CORP.BAC35,217,884$195,811Added 22.15%5.61%
5.)PEPSICO INC.PEP2,903,338$192,636Cut -1.09%5.52%
6.)MARVELL TECHNOLOGY GROUP, LTD.MRVL12,121,992$167,889Added 0.60%4.81%
7.)JACOBS ENGINEERING GROUP, INC.JEC3,715,843$150,788Unchanged4.32%
8.)FOSTER WHEELER AG.FWLT7,494,711$143,448Added 12.96%4.11%
9.)YAHOO! INC.YHOO8,505,612$137,195Cut -25.89%3.93%
10.)STILLWATER MINING CO.SWC13,097,596$137,000Added 17.03%3.92%
11.)JOHNSON & JOHNSONJNJ1,983,328$130,066Cut -39.92%3.72%
12.)GILEAD SCIENCES, INC.GILD3,143,731$128,672Cut -9.97%3.68%
13.)ADVANCED MICRO DEVICES, INC.AMD23,283,403$125,730Cut -3.26%3.60%
14.)CIENA CORPORATIONCIEN10,005,300$121,064Added 16.53%3.47%
15.)SINA CORPORATIONSINA2,116,758$110,071Added 137.64%3.15%
16.)ELECTRONIC ARTS INC.ERTS5,248,677$108,122Cut -15.07%3.10%
17.)BARRICK GOLD CORP.ABX2,238,090$101,273Cut -18.26%2.90%
18.)GUESS ?, INC.GES3,046,434$90,844Cut -2.58%2.60%
19.)ANGLOGOLD ASHANTI LTDAU1,937,815$82,260Cut -21.89%2.36%
20.)KBR INCKBR2,027,232$56,498Cut -1.79%1.62%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)HALLIBURTON COMPANYHAL1,432,000$49,4181.42%
2.)NRG ENERGY INCNRG2,359,174$42,7481.22%
3.)FIRST SOLAR, INC.FSLR271,000$9,1480.26%
4.)ULTRA PETROLEUM CORP.UPL261,000$7,7330.22%
5.)WEYERHAEUSER CO.WY213,346$3,9830.11%
6.)LOUISIANA-PACIFIC CORP.LPX297,898$2,4040.07%
7.)CHARM COMMUNICATIONS INC ADR SHS CL ACHRM21,993$1900.01%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)CALIPER LIFE SCIENCES INCCALP3,142,143$32,8980.93%
2.)PHARMASSET, INC.VRUS6,400$5270.02%
3.)ENER1 INCHEV1,712,007$2340.01%