13F-HR 1 piml1.txt Form 13F Cover Page Report for the Calendar Year or Quarter End: December 31, 2010 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- 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 submission. 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 Notice 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 --------------------------- ------------------------- ------- ------- ---- ---- -------- ------- -------- -------- -------- ADVANCED MICRO DEVICES INC COM 007903107 67761 8283768 SH SOLE 7181277 0 1102491 ALERE INC COM 01449J105 472 12900 SH SOLE 12900 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 83 8388 SH SOLE 8388 0 0 AMDOCS LTD ORD G02602103 72260 2630506 SH SOLE 2252613 0 377893 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 171656 3486815 SH SOLE 2945160 0 541655 APPLE INC COM 037833100 806 2500 SH SOLE 2500 0 0 APPLIED MATLS INC COM 038222105 64223 4571031 SH SOLE 3732205 0 838826 ARIAD PHARMACEUTICALS INC COM 04033A100 1285 251900 SH SOLE 251900 0 0 BANK OF AMERICA CORPORATION COM 060505104 211986 15891000 SH SOLE 13599700 0 2291300 BARRICK GOLD CORP COM 067901108 211076 3969090 SH SOLE 3334290 0 634800 BIOMARIN PHARMACEUTICAL INC COM 09061G101 183 6800 SH SOLE 6800 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 1022 193180 SH SOLE 193180 0 0 CALIPER LIFE SCIENCES INC COM 130872104 30099 4747403 SH SOLE 3841350 0 906053 CEPHALON INC COM 156708109 414 6700 SH SOLE 6700 0 0 CEPHEID COM 15670R107 369 16233 SH SOLE 16233 0 0 CHANGYOU COM LTD ADS REP CL A 15911M107 1426 50000 SH SOLE 50000 0 0 CHARM COMMUNICATIONS INC ADR SHS CL A 16112R101 261 26500 SH SOLE 26500 0 0 CHEMSPEC INTL LTD ADR 163868102 90 12000 SH SOLE 12000 0 0 CISCO SYS INC COM 17275R102 325576 16093700 SH SOLE 13746000 0 2347700 CORNING INC COM 219350105 773 40000 SH SOLE 40000 0 0 DOMTAR CORP COM NEW 257559203 3796 50000 SH SOLE 50000 0 0 EBAY INC COM 278642103 4264 153200 SH SOLE 153200 0 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 27888 1864143 SH SOLE 1712943 0 151200 ELECTRONIC ARTS INC COM 285512109 147321 8993985 SH SOLE 7580061 0 1413924 ENER1 INC COM NEW 29267A203 8947 2360575 SH SOLE 2156764 0 203811 LAUDER ESTEE COS INC CL A 518439104 13800 171000 SH SOLE 171000 0 0 FOMENTO ECONOMICO MEXICANOS SPON ADR UNITS 344419106 6207 111000 SH SOLE 111000 0 0 FOSTER WHEELER AG COM H27178104 43304 1254463 SH SOLE 1071890 0 182573 GIANT INTERACTIVE GROUP INC ADR 374511103 2924 410634 SH SOLE 354939 0 55695 GILEAD SCIENCES INC COM 375558103 178 4900 SH SOLE 4900 0 0 GOOGLE INC CL A 38259P508 505 850 SH SOLE 850 0 0 ICON PUB LTD CO SPONSORED ADR 45103T107 131 5960 SH SOLE 5960 0 0 IMMUNOGEN INC COM 45253H101 422 45600 SH SOLE 45600 0 0 INCYTE CORP COM 45337C102 540 32604 SH SOLE 32604 0 0 INFINITY PHARMACEUTICALS INC COM 45665G303 187 31582 SH SOLE 31582 0 0 INTL PAPER CO COM 460146103 271383 9962649 SH SOLE 8830843 0 1131806 JACOBS ENGR GROUP INC DEL COM 469814107 22822 497743 SH SOLE 431991 0 65752 JOHNSON & JOHNSON COM 478160104 279306 4515860 SH SOLE 3836860 0 679000 KBR INC COM 48242W106 65396 2146232 SH SOLE 1834835 0 311397 KENDLE INTERNATIONAL INC COM 48880L107 232 21300 SH SOLE 21300 0 0 MERCER INTL INC COM 588056101 54958 7091356 SH SOLE 7091356 0 0 MERCK & CO INC NEW COM 58933Y105 190370 5282200 SH SOLE 4512500 0 769700 MGIC INVT CORP WIS COM 552848103 52971 5198300 SH SOLE 4583200 0 615100 MICRON TECHNOLOGY INC COM 595112103 2406 300000 SH SOLE 300000 0 0 MICROSOFT CORP COM 594918104 298237 10685670 SH SOLE 9160800 0 1524870 NEWMONT MINING CORP COM 651639106 125978 2050750 SH SOLE 1668250 0 382500 PEPSICO INC COM 713448108 15353 235000 SH SOLE 235000 0 0 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 1213 51300 SH SOLE 51300 0 0 PERKINELMER INC COM 714046109 325 12600 SH SOLE 12600 0 0 PFIZER INC COM 717081103 2516 143700 SH SOLE 143700 0 0 PHARMASSET INC COM 71715N106 261 6000 SH SOLE 6000 0 0 RIGEL PHARMACEUTICALS INC COM NEW 766559603 160 21300 SH SOLE 21300 0 0 ROFIN SINAR TECHNOLOGIES INC COM 775043102 1134 32000 SH SOLE 32000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 25201 377380 SH SOLE 320770 0 56610 SENOMYX INC COM 81724Q107 4014 563000 SH SOLE 563000 0 0 SHANDA INTERACTIVE ENTMT LTD SPONSORED ADR 81941Q203 82467 2080394 SH SOLE 1847412 0 232982 SINA CORP ORD G81477104 87167 1266600 SH SOLE 1148500 0 118100 SK TELECOM LTD SPONSORED ADR 78440P108 68749 3690215 SH SOLE 3561084 0 129131 SMURFIT-STONE CONTAINER CORP COM 83272A104 3135 122451 SH SOLE 102452 0 19999 SOHU COM INC COM 83408W103 2343 36900 SH SOLE 36900 0 0 SOTHEBYS COM 835898107 102075 2268337 SH SOLE 1918199 0 350138 STILLWATER MNG CO COM 86074Q102 10763 504133 SH SOLE 481833 0 22300 SYNERON MEDICAL LTD ORD SHS M87245102 365 35800 SH SOLE 35800 0 0 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 189 5300 SH SOLE 5300 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 427 8200 SH SOLE 8200 0 0 THOMPSON CREEK METALS CO INC COM 884768102 41174 2797168 SH SOLE 2676068 0 121100 TIME WARNER INC COM NEW 887317303 375 11666 SH SOLE 11666 0 0 XOMA LTD SHS G9825R206 2670 520510 SH SOLE 413193 0 107317 YAHOO INC COM 984332106 190216 11438100 SH SOLE 9754100 0 1684000