0001256071-11-000008.txt : 20110513 0001256071-11-000008.hdr.sgml : 20110513 20110512192226 ACCESSION NUMBER: 0001256071-11-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110513 DATE AS OF CHANGE: 20110512 EFFECTIVENESS DATE: 20110513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PLATINUM INVESTMENT MANAGEMENT LTD CENTRAL INDEX KEY: 0001256071 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14358 FILM NUMBER: 11837344 BUSINESS ADDRESS: STREET 1: C/O PLATINUM INVESTMENT MANAGEMENT STREET 2: LEVEL 8, 7 MACQUARIE PLACE CITY: SYDNEY AUSTRALIA 2000 STATE: C3 ZIP: 00000 BUSINESS PHONE: 61292557533 MAIL ADDRESS: STREET 1: C/O PLATINUM INVESTMENT MANAGEMENT STREET 2: LEVEL 8, 7 MACQUARIE PLACE CITY: SYDNEY AUSTRALIA 2000 STATE: C3 ZIP: 00000 FORMER COMPANY: FORMER CONFORMED NAME: PLATINUM ASSET MANAGEMENT LTD DATE OF NAME CHANGE: 20030722 13F-HR 1 piml2.txt Form 13F Cover Page Report for the Calendar Year or Quarter End: March 31, 2011 Check here if Amendment x;Amendment Number:1 This Amendment: x is a restatement. adds new holding entries. Institutional Investment Manager Filing this Report: Name: Platinum Investment Mangement Limited Address: Level 8, 7 Macquarie Place, Sydney, NSW 2000, Australian 13F File Number: 28-14358 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager; Name: Marcia Venegas Title: Chief Compliance & Risk Officer Phone: + 61 2 9255 7500 Signature, Place, and Date of Signing: Marcia Venegas, Sydney Australia February 11, 2011 Report Type: 13F Holdings Report Form 13 F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13 F Information Table Entry Total: Form 13F Information Table Value Total; List of Other Included Managers: NONE FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE --------------------------- ------------------------- ------- ------- ---- ---- -------- ------- -------- -------- -------- 7 DAYS GROUP HLDGS LTD ADR 81783J101 5831 287500 SH SOLE 287500 0 0 ADVANCED MICRO DEVICES INC COM 007903107 119151 13854768 SH SOLE 11974577 0 1880191 ALERE INC COM 01449J105 407 10400 SH SOLE 10400 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 80 8388 SH SOLE 8388 0 0 AMDOCS LTD ORD G02602103 39683 1375506 SH SOLE 1173713 0 201793 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 150027 3128815 SH SOLE 2657160 0 471655 APPLE INC COM 037833100 871 2500 SH SOLE 2500 0 0 APPLIED MATLS INC COM 038222105 346 22169 SH SOLE 22169 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 1676 222820 SH SOLE 222820 0 0 BANK OF AMERICA CORPORATION COM 060505104 201056 15083000 SH SOLE 12924700 0 2158300 BARRICK GOLD CORP COM 067901108 186154 3586090 SH SOLE 3008290 0 577800 BIOMARIN PHARMACEUTICAL INC COM 09061G101 171 6800 SH SOLE 6800 0 0 BROCADE COMMUNICATIONS SYS COM NEW 111621306 1188 193180 SH SOLE 193180 0 0 CALIPER LIFE SCIENCES INC COM 130872104 31901 4719103 SH SOLE 3813050 0 906053 CEPHALON INC COM 156708109 510 6700 SH SOLE 6700 0 0 CEPHEID COM 15670R107 382 13633 SH SOLE 13633 0 0 CHANGYOU COM LTD ADS REP CL A 15911M107 1414 44000 SH SOLE 44000 0 0 CHARM COMMUNICATIONS INC ADR SHS CL A 16112R101 263 26500 SH SOLE 26500 0 0 CHEMSPEC INTL LTD ADR 163868102 88 12000 SH SOLE 12000 0 0 CISCO SYS INC COM 17275R102 154585 9013700 SH SOLE 7651986 0 1361714 COMPLETE GENOMICS INC COM 20454K104 297 32900 SH SOLE 32900 0 0 CORNING INC COM 219350105 206 10000 SH SOLE 10000 0 0 DOMTAR CORP COM NEW 257559203 3488 38000 SH SOLE 38000 0 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 32748 2787050 SH SOLE 2635850 0 151200 EBAY INC COM 278642103 4656 150000 SH SOLE 150000 0 0 ELECTRONIC ARTS INC COM 285512109 146846 7519019 SH SOLE 6315139 0 1203880 ENER1 INC COM NEW 29267A203 6047 2042875 SH SOLE 1843464 0 199411 FOMENTO ECONOMICO MEXICANOS SPON ADR UNITS 344419106 8159 139000 SH SOLE 139000 0 0 FOSTER WHEELER AG COM H27178104 48734 1295421 SH SOLE 1108553 0 186868 GIANT INTERACTIVE GROUP INC ADR 374511103 1200 161100 SH SOLE 161100 0 0 GILEAD SCIENCES INC COM 375558103 106137 2499100 SH SOLE 2177100 0 322000 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 3284 83000 SH SOLE 83000 0 0 ICON PUB LTD CO SPONSORED ADR 45103T107 129 5960 SH SOLE 5960 0 0 IMMUNOGEN INC COM 45253H101 414 45600 SH SOLE 45600 0 0 INCYTE CORP COM 45337C102 517 32604 SH SOLE 32604 0 0 INFINERA CORPORATION COM 45667G103 31708 3779228 SH SOLE 3314879 0 464349 INFINITY PHARMACEUTICALS INC COM 45665G303 186 31582 SH SOLE 31582 0 0 INTL PAPER CO COM 460146103 286337 9487649 SH SOLE 8423843 0 1063806 JACOBS ENGR GROUP INC DEL COM 469814107 26885 522743 SH SOLE 452891 0 69852 JOHNSON & JOHNSON COM 478160104 267565 4515860 SH SOLE 3836860 0 679000 KBR INC COM 48242W106 78948 2090232 SH SOLE 1778835 0 311397 KENDLE INTERNATIONAL INC COM 48880L107 228 21300 SH SOLE 21300 0 0 LAUDER ESTEE COS INC CL A 518439104 16478 171000 SH SOLE 171000 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 56742 3649000 SH SOLE 3187000 0 462000 MERCER INTL INC COM 588056101 97091 7165356 SH SOLE 7165356 0 0 MERCK & CO INC NEW COM 58933Y105 136503 4135200 SH SOLE 3526500 0 608700 MGIC INVT CORP WIS COM 552848103 67318 7572300 SH SOLE 6741200 0 831100 MICROSOFT CORP COM 594918104 256354 10096670 SH SOLE 8639800 0 1456870 NEWMONT MINING CORP COM 651639106 52274 957750 SH SOLE 733250 0 224500 NEXEN INC COM 65334H102 93001 3732000 SH SOLE 3223000 0 509000 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 178 5300 SH SOLE 5300 0 0 PEPSICO INC COM 713448108 123474 1917000 SH SOLE 1682000 0 235000 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 1279 60300 SH SOLE 60300 0 0 PERKINELMER INC COM 714046109 331 12600 SH SOLE 12600 0 0 PFIZER INC COM 717081103 2919 143700 SH SOLE 143700 0 0 PHARMASSET INC COM 71715N106 378 4800 SH SOLE 4800 0 0 RIGEL PHARMACEUTICALS INC COM NEW 766559603 151 21300 SH SOLE 21300 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 27496 377380 SH SOLE 320770 0 56610 SENOMYX INC COM 81724Q107 3401 563000 SH SOLE 563000 0 0 SHANDA INTERACTIVE ENTMT LTD SPONSORED ADR 81941Q203 107278 2554856 SH SOLE 2313880 0 240976 SINA CORP ORD G81477104 114779 1072300 SH SOLE 973200 0 99100 SK TELECOM LTD SPONSORED ADR 78440P108 34272 1822000 SH SOLE 1822000 0 0 SOHU COM INC COM 83408W103 3128 35000 SH SOLE 35000 0 0 SOTHEBYS COM 835898107 95487 1815337 SH SOLE 1534199 0 281138 STILLWATER MNG CO COM 86074Q102 12891 562175 SH SOLE 537678 0 24497 SYNERON MEDICAL LTD ORD SHS M87245102 467 35800 SH SOLE 35800 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 411 8200 SH SOLE 8200 0 0 THOMPSON CREEK METALS CO INC COM 884768102 35076 2797168 SH SOLE 2676068 0 121100 TIME WARNER INC COM NEW 887317303 202 5666 SH SOLE 5666 0 0 XOMA LTD SHS G9825R206 45 16033 SH SOLE 16033 0 0 YAHOO INC COM 984332106 199811 11979100 SH SOLE 10296100 0 1683000