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
Hello Group Inc.	MOMO	Call	4,723	-5,148	45,388,000	45,342,000	0.00		Hist	06/30/2023
CIGNA CORP	CI	Com	286	-10	80,252,000	80,170,000	0.00		Hist	06/30/2023
OneMain Holdings, Inc.	OMF	COM	2,066	-122	90,264,000	90,199,000	0.00		Hist	06/30/2023
UNIVERSAL HEALTH SERVICES INC	UHS	Common	622	-207	98,133,000	98,060,000	0.00		Hist	06/30/2023
INTEL CORP	INTC	Common	7,628	-712	255,080,000	254,865,000	0.01		Hist	06/30/2023
Altimmune, Inc.	ALT	COM NEW	95,081	-23,649	335,636,000	334,120,000	0.01	0.19	Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	10,652	-10,774	551,134,000	550,277,000	0.02	0.00	Hist	06/30/2023
Alpha Teknova, Inc.	TKNO	COM	309,178	-28,213	825,505,000	824,378,000	0.03	1.10	Hist	06/30/2023
ANALOG DEVICES INC	ADI	Common	7,337	-10,808	1,429,321,000	1,426,793,000	0.05	0.00	Hist	06/30/2023
Wave Life Sciences Ltd.	WVE	Common	455,331	-143,281	1,657,405,000	1,655,244,000	0.06	0.46	Hist	06/30/2023
ERICSSON LM TELEPHONE CO	ERIC	ADR B	323,175	-107,725	1,761,304,000	1,758,831,000	0.06		Hist	06/30/2023
SKYWORKS SOLUTIONS, INC.	SWKS	Common	16,797	-9,660	1,859,260,000	1,857,004,000	0.06	0.01	Hist	06/30/2023
CIENA CORP	CIEN	Common	48,123	-1,201,843	2,044,746,000	1,994,210,000	0.07	0.03	Hist	06/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	15,029	-6,615	2,172,292,000	2,170,519,000	0.08	0.00	Hist	06/30/2023
HUTCHMED (China) Ltd	HCM	SPONSORED ADS	182,052	-58,339	2,184,624,000	2,182,494,000	0.08		Hist	06/30/2023
PROTHENA CORP PUBLIC LTD CO	PRTA	Common	41,508	-7,406	2,834,166,000	2,831,200,000	0.10	0.08	Hist	06/30/2023
BIO-RAD LABORATORIES, INC.	BIO	Common	8,636	-11,575	3,274,080,000	3,265,649,000	0.11		Hist	06/30/2023
Zai Lab Ltd	ZLAB	Common	134,783	-12,489	3,737,533,000	3,732,496,000	0.13		Hist	06/30/2023
Cogent Biosciences, Inc.	COGT	Common	477,080	-34,310	5,648,627,000	5,640,997,000	0.20	0.67	Hist	06/30/2023
Immunovant, Inc.		Common	328,842	-330,233	6,238,133,000	6,234,455,000	0.22	0.25	Hist	06/30/2023
NETFLIX INC	NFLX	Common	14,722	-3,781	6,484,894,000	6,480,538,000	0.23	0.00	Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	20,564	-1,748	7,002,865,000	6,997,669,000	0.24	0.00	Hist	06/30/2023
FREEPORT-MCMORAN INC	FCX	Common	198,478	-849,505	7,939,120,000	7,910,479,000	0.28		Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	13,148	-31,288	8,452,323,000	8,436,059,000	0.29	0.01	Hist	06/30/2023
SilverCrest Metals Inc.	SILV	COM	1,745,696	-16,481	10,229,779,000	10,220,034,000	0.35		Hist	06/30/2023
Iris Energy Ltd	IREN	Common	2,633,159	-140,754	12,270,521,000	12,259,065,000	0.43		Hist	06/30/2023
Planet Fitness, Inc.	PLNT	CL A	187,436	-1,791	12,640,684,000	12,629,773,000	0.44		Hist	06/30/2023
H World Group Ltd	HTHT	SPONSORED ADS	365,152	-1,003,891	14,160,595,000	14,114,677,000	0.49		Hist	06/30/2023
Quanterix Corp	QTRX	COM	716,001	-439,817	16,145,823,000	16,133,086,000	0.56	1.91	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
Ally Financial Inc.	ALLY	Common	643,460	-1,070	17,379,855,000	17,361,918,000	0.60		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
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
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
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
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