PLATINUM INVESTMENT MANAGEMENT LTD [Rocket]

Holdings

PLATINUM INVESTMENT MANAGEMENT LTD

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ZTO EXPRESS CAYMAN INC	ZTO	CMN	15,675,041	-239,840	393,130,028,000	392,747,593,000	13.64		Hist	06/30/2023
MICROCHIP TECHNOLOGY INC	MCHP	Common	3,296,631	-721,967	295,345,171,000	295,099,916,000	10.25	0.60	Hist	06/30/2023
Intercontinental Exchange, Inc.	ICE	COM	1,472,785	557,084	166,542,528,000	166,459,794,000	5.78	0.26	Hist	06/30/2023
TransUnion	TRU	COM	1,966,233	1,966,233	154,015,031,000	154,015,031,000	5.34	1.02	Hist	06/30/2023
Trip.com Group Ltd	CTRP	Common	3,714,199	-2,836,671	129,996,965,000	129,818,061,000	4.51	0.57	Hist	06/30/2023
MICRON TECHNOLOGY INC	MU	Common	1,792,048	98,346	113,096,149,000	113,011,295,000	3.92	0.16	Hist	06/30/2023
SCHLUMBERGER LIMITED/NV	SLB	Common	2,143,525	575,175	105,289,948,000	105,233,644,000	3.65	0.15	Hist	06/30/2023
PDD Holdings Inc.	PDD	SPONSORED ADS	1,088,026	1,088,026	75,226,118,000	75,226,118,000	2.61		Hist	06/30/2023
CARLISLE COMPANIES INC	CSL	Common	284,263	284,263	72,921,987,000	72,921,987,000	2.53	0.56	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	595,345	338,365	72,018,885,000	71,994,176,000	2.50		Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	863,607	-559,767	71,981,643,000	71,867,787,000	2.50		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	587,483	485,441	70,321,715,000	70,311,955,000	2.44		Hist	06/30/2023
BAXTER INTERNATIONAL INC	BAX	Common	1,488,169	1,488,169	67,800,980,000	67,800,980,000	2.35		Hist	06/30/2023
NXP Semiconductors N.V.	NXPI	COM	323,527	323,527	66,219,506,000	66,219,506,000	2.30	0.12	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	228,948	-54,086	65,703,497,000	65,665,095,000	2.28		Hist	06/30/2023
RH	RH	Common Stock	195,375	195,375	64,393,646,000	64,393,646,000	2.23	0.89	Hist	06/30/2023
GILEAD SCIENCES, INC.	GILD	Common	695,505	-101,332	53,602,570,000	53,553,413,000	1.86	0.06	Hist	06/30/2023
Scorpio Tankers Inc.	STNG	COM	1,086,950	1,086,950	51,336,649,000	51,336,649,000	1.78	1.77	Hist	06/30/2023
Valaris Ltd	VAL	Common	781,539	781,539	49,182,249,000	49,182,249,000	1.71		Hist	06/30/2023
SUNCOR ENERGY INC	SU	COM	1,586,039	-2,430,746	46,574,938,000	46,461,184,000	1.62		Hist	06/30/2023
BAHIA SUL CELULOSE S A /FI	SUZBY	COM	4,744,031	498,849	43,739,966,000	43,704,943,000	1.52		Hist	06/30/2023
PETROBRAS - PETROLEO BRASILEIRO SA	PBR	Common	2,930,925	2,918,549	40,534,693,000	40,534,540,000	1.41		Hist	06/30/2023
CAMECO CORP	CCJ	Common	1,205,231	1,202,211	37,763,132,000	37,763,051,000	1.31		Hist	06/30/2023
Noah Holdings Ltd	NOAH	COM	2,602,254	136,277	36,639,736,000	36,607,160,000	1.27		Hist	06/30/2023
Dingdong (Cayman) Ltd	DDL	Common	9,646,339	1,693,538	29,807,188,000	29,778,876,000	1.03	2.72	Hist	06/30/2023
Booking Holdings Inc.	BKNG	COMMON STOCK	9,528	-40,964	25,728,744,000	25,645,775,000	0.89	0.03	Hist	06/30/2023
GE HealthCare Technologies Inc.	GEHC	Common	291,893	291,893	23,713,387,000	23,713,387,000	0.82		Hist	06/30/2023
Exscientia plc	EXAI	Common	3,989,632	1,178,512	23,618,621,000	23,595,542,000	0.82	3.24	Hist	06/30/2023
Icosavax, Inc.	ICVX	Common	2,335,350	451,582	23,190,026,000	23,184,073,000	0.80	5.64	Hist	06/30/2023
Metals Acquisition Ltd	MTAL	Common	2,032,801	2,032,801	20,937,850,000	20,937,850,000	0.73		Hist	06/30/2023
RECURSION PHARMACEUTICALS, INC.	RXRX	Common	2,711,148	459,177	20,252,276,000	20,228,315,000	0.70		Hist	06/30/2023
IDEAYA Biosciences, Inc.	IDYA	Common	814,670	-196,797	19,144,745,000	19,129,654,000	0.66	1.68	Hist	06/30/2023
Ally Financial Inc.	ALLY	Common	643,460	-1,070	17,379,855,000	17,361,918,000	0.60		Hist	06/30/2023
Block, Inc.	SQ	Common	258,202	49,825	17,188,507,000	17,177,048,000	0.60		Hist	06/30/2023
JD.com, Inc.	JD	Common	485,214	-98,972	16,560,354,000	16,530,969,000	0.57		Hist	06/30/2023
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