0001256071-13-000001.txt : 20130214 0001256071-13-000001.hdr.sgml : 20130214 20130214164352 ACCESSION NUMBER: 0001256071-13-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 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: 13615064 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 piml9.txt Form 13F Cover Page Report for the Calendar Year or Quarter End: December 31, 2012 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 14, 2013 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:83 Form 13F Information Table Value Total:$4,467,973($1000) 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 --------------------------- ------------------------- ------- ------- ---- ---- -------- ------- -------- -------- -------- 51JOB INC SP ADR REP COM 316827104 33375 713915 EQ SOLE 641581 0 72334 7 DAYS GROUP HLDGS LTD ADR 81783J101 458 38000 EQ SOLE 38000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 6008 2503618 EQ SOLE 2503618 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 1023 25000 EQ SOLE 25000 0 0 ALERE INC COM 01449J105 868 46970 EQ SOLE 46970 0 0 AMDOCS LTD ORD G02602103 2481 73009 EQ SOLE 73009 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 69165 2204815 EQ SOLE 2151677 0 53138 ARIAD PHARMACEUTICALS INC COM 04033A100 677 35300 EQ SOLE 35300 0 0 BAIDU INC SPON ADR REP A 056752108 125852 1254885 EQ SOLE 1211544 0 43341 BAKER HUGHES INC COM 057224107 89908 2201041 EQ SOLE 1981393 0 219648 BALLARD PWR SYS INC NEW COM 058586108 816 1336034 EQ SOLE 1336034 0 0 BANK OF AMERICA CORPORATION COM 060505104 433968 37378884 EQ SOLE 34554643 0 2824241 BARRICK GOLD CORP COM 067901108 101532 2900090 EQ SOLE 2707237 0 192853 BEST BUY INC COM 086516101 912 77000 EQ SOLE 77000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 419 8520 EQ SOLE 8520 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 869 163180 EQ SOLE 163180 0 0 CAPSTONE TURBINE CORP COM 14067D102 14907 16750489 EQ SOLE 13307270 0 3443219 CARNIVAL CORP PAIRED CTF 143658300 96374 2621000 EQ SOLE 2377575 0 243425 CHANGYOU COM LTD ADS REP CL A 15911M107 737 28000 EQ SOLE 28000 0 0 CIENA CORP COM NEW 171779309 104816 6676200 EQ SOLE 6092220 0 583980 CISCO SYS INC COM 17275R102 249261 12685700 EQ SOLE 11821344 0 864356 CLOUD PEAK ENERGY INC COM 18911Q102 17049 882000 EQ SOLE 882000 0 0 COMPLETE GENOMICS INC COM 20454K104 441 140000 EQ SOLE 140000 0 0 DOMTAR CORP COM NEW 257559203 1545 18500 EQ SOLE 18500 0 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 25258 6160556 EQ SOLE 5729241 0 431315 ELECTRONIC ARTS INC COM 285512109 75715 5214533 EQ SOLE 4805832 0 408701 LAUDER ESTEE COS INC CL A 518439104 20591 344000 EQ SOLE 344000 0 0 FEDEX CORP COM 31428X106 16105 175597 EQ SOLE 163607 0 11990 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12688 126000 EQ SOLE 126000 0 0 FERRO CORP COM 315405100 1011 242000 EQ SOLE 242000 0 0 FINISAR CORP COM NEW 31787A507 15717 964875 EQ SOLE 873240 0 91635 FOSTER WHEELER AG COM H27178104 226759 9323977 EQ SOLE 8521913 0 802064 GILEAD SCIENCES INC COM 375558103 69531 946651 EQ SOLE 876020 0 70631 GOOGLE INC CL A 38259P508 261270 369350 EQ SOLE 341834 0 27516 GROUPON INC COM CL A 399473107 6838 1407000 EQ SOLE 1407000 0 0 GT ADVANCED TECHNOLOGIES INC COM 36191U106 7223 2384108 EQ SOLE 2384108 0 0 GUESS INC COM 401617105 6782 276391 EQ SOLE 251595 0 24796 HALLIBURTON CO COM 406216101 52680 1518613 EQ SOLE 1372282 0 146331 ICON PUB LTD CO SPONSORED ADR 45103T107 791 28500 EQ SOLE 28500 0 0 IMMUNOGEN INC COM 45253H101 823 64600 EQ SOLE 64600 0 0 INCYTE CORP COM 45337C102 602 36264 EQ SOLE 36264 0 0 INFINERA CORPORATION COM 45667G103 44444 7649603 EQ SOLE 7061072 0 588531 INFINITY PHARMACEUTICALS INC COM 45665G303 732 20932 EQ SOLE 20932 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 454 41000 EQ SOLE 41000 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 182770 4293419 EQ SOLE 3923983 0 369436 JOHNSON & JOHNSON COM 478160104 193800 2764628 EQ SOLE 2552790 0 211838 JOHNSON CTLS INC COM 478366107 1073 35000 EQ SOLE 35000 0 0 JUNIPER NETWORKS INC COM 48203R104 275 14000 EQ SOLE 14000 0 0 KBR INC COM 48242W106 76118 2544053 EQ SOLE 2368053 0 176000 KROGER CO COM 501044101 962 37000 EQ SOLE 37000 0 0 LAS VEGAS SANDS CORP COM 517834107 74317 1610000 EQ SOLE 1460000 0 150000 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 67949 9358196 EQ SOLE 8680792 0 677404 MERCER INTL INC COM 588056101 54893 7666671 EQ SOLE 7666671 0 0 MERCK & CO INC NEW COM 58933Y105 6680 163190 EQ SOLE 163190 0 0 MGIC INVT CORP WIS COM 552848103 16262 6113864 EQ SOLE 6113864 0 0 MICRON TECHNOLOGY INC COM 595112103 43195 6813113 EQ SOLE 6216563 0 596550 MICROSOFT CORP COM 594918104 347915 13025670 EQ SOLE 12148670 0 877000 NEWMONT MINING CORP COM 651639106 20836 448685 EQ SOLE 412685 0 36000 NEXEN INC COM 65334H102 95182 3533118 EQ SOLE 3206911 0 326207 OWENS CORNING NEW COM 690742101 739 20000 EQ SOLE 20000 0 0 PEPSICO INC COM 713448108 188753 2758338 EQ SOLE 2558045 0 200293 PERKINELMER INC COM 714046109 847 26700 EQ SOLE 26700 0 0 PFIZER INC COM 717081103 1194 47610 EQ SOLE 47610 0 0 QIAGEN NV REG SHS N72482107 42815 2358976 EQ SOLE 2133903 0 225073 RIGEL PHARMACEUTICALS INC COM NEW 766559603 437 67300 EQ SOLE 67300 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 949 13775 EQ SOLE 13775 0 0 SCHLUMBERGER LTD COM 806857108 48440 699000 EQ SOLE 629000 0 70000 SENOMYX INC COM 81724Q107 945 563000 EQ SOLE 563000 0 0 SINA CORP ORD G81477104 242758 4833908 EQ SOLE 4548413 0 285495 SK TELECOM LTD SPONSORED ADR 78440P108 6834 431720 EQ SOLE 431720 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1015 50000 EQ SOLE 50000 0 0 SOHU COM INC COM 83408W103 113827 2404466 EQ SOLE 2192720 0 211746 SOTHEBYS COM 835898107 47262 1405777 EQ SOLE 1267315 0 138462 STILLWATER MNG CO COM 86074Q102 202213 15822640 EQ SOLE 14697830 0 1124810 SYNERON MEDICAL LTD ORD SHS M87245102 817 94330 EQ SOLE 94330 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 933 25000 EQ SOLE 25000 0 0 THOMPSON CREEK METALS CO INC COM 884768102 7961 1918324 EQ SOLE 1682327 0 235997 TIME WARNER INC COM NEW 887317303 12515 261666 EQ SOLE 261666 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 42476 9787293 EQ SOLE 9282050 0 505243 ULTRA PETROLEUM CORP COM 903914109 10134 559000 EQ SOLE 559000 0 0 VISTAPRINT N V SHS N93540107 624 19000 EQ SOLE 19000 0 0 YAHOO INC COM 984332106 7860 394995 EQ SOLE 394995 0 0 YOUKU TUDOU INC SPONSORED ADR 98742U100 103923 5697577 EQ SOLE 5458339 0 239238