13F-HR 1 piml6.txt Form 13F Cover Page Report for the Calendar Year or Quarter End: March 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 May 15, 2012 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:78 Form 13F Information Table Value Total:$4,140,548($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 15941 280366 SH SOLE 223032 0 57334 7 DAYS GROUP HLDGS LTD ADR 81783J101 476 38000 SH SOLE 38000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 182875 22802403 SH SOLE 19053996 0 3748407 ALERE INC COM 01449J105 541 20800 SH SOLE 20800 0 0 AMDOCS LTD ORD G02602103 2495 79009 SH SOLE 79009 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 71544 1937815 SH SOLE 1698420 0 239395 APPLE INC COM 037833100 1055 1760 SH SOLE 1760 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 754 47220 SH SOLE 47220 0 0 BALLARD PWR SYS INC NEW COM 058586108 629 440524 SH SOLE 440524 0 0 BANK OF AMERICA CORPORATION COM 060505104 285424 29824884 SH SOLE 25012678 0 4812206 BARRICK GOLD CORP COM 067901108 91920 2114090 SH SOLE 1793859 0 320231 BIOMARIN PHARMACEUTICAL INC COM 09061G101 554 16180 SH SOLE 16180 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 938 163180 SH SOLE 163180 0 0 CAPSTONE TURBINE CORP COM 14067D102 3386 3320470 SH SOLE 3320470 0 0 CARNIVAL CORP PAIRED CTF 143658300 126619 3947000 SH SOLE 3198991 0 748009 CEPHEID COM 15670R107 210 5033 SH SOLE 5033 0 0 CHANGYOU COM LTD ADS REP CL A 15911M107 760 28000 SH SOLE 28000 0 0 CHARM COMMUNICATIONS INC ADR SHS CL A 16112R101 110 11993 SH SOLE 11993 0 0 CIENA CORP COM NEW 171779309 157695 9740300 SH SOLE 7993716 0 1746584 CISCO SYS INC COM 17275R102 266356 12593700 SH SOLE 10491597 0 2102103 COMPLETE GENOMICS INC COM 20454K104 298 105700 SH SOLE 105700 0 0 DOMTAR CORP COM NEW 257559203 2432 25500 SH SOLE 25500 0 0 EBAY INC COM 278642103 11291 306000 SH SOLE 306000 0 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 28181 4858871 SH SOLE 4427556 0 431315 ELECTRONIC ARTS INC COM 285512109 87431 5303677 SH SOLE 4408650 0 895027 LAUDER ESTEE COS INC CL A 518439104 19263 311000 SH SOLE 311000 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 13245 161000 SH SOLE 161000 0 0 FERRO CORP COM 315405100 4669 786134 SH SOLE 786134 0 0 FINISAR CORP COM NEW 31787A507 8583 426000 SH SOLE 353000 0 73000 FOSTER WHEELER AG COM H27178104 180912 7948711 SH SOLE 6565048 0 1383663 GILEAD SCIENCES INC COM 375558103 142413 2914731 SH SOLE 2434500 0 480231 GOOGLE INC CL A 38259P508 359 560 SH SOLE 560 0 0 GROUPON INC COM CL A 399473107 2260 123000 SH SOLE 123000 0 0 GUESS INC COM 401617105 41904 1340941 SH SOLE 1088414 0 252527 HALLIBURTON CO COM 406216101 54464 1641000 SH SOLE 1365421 0 275579 HEWLETT PACKARD CO COM 428236103 262 11000 SH SOLE 11000 0 0 ICON PUB LTD CO SPONSORED ADR 45103T107 258 12160 SH SOLE 12160 0 0 IMMUNOGEN INC COM 45253H101 656 45600 SH SOLE 45600 0 0 INCYTE CORP COM 45337C102 629 32604 SH SOLE 32604 0 0 INFINERA CORPORATION COM 45667G103 73224 9017835 SH SOLE 7691586 0 1326249 INFINITY PHARMACEUTICALS INC COM 45665G303 377 31582 SH SOLE 31582 0 0 INTL PAPER CO COM 460146103 27363 779582 SH SOLE 779582 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 157873 3558119 SH SOLE 2863324 0 694795 JOHNSON & JOHNSON COM 478160104 129039 1956328 SH SOLE 1657990 0 298338 KBR INC COM 48242W106 60585 1704232 SH SOLE 1494835 0 209397 KROGER CO COM 501044101 896 37000 SH SOLE 37000 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 187910 11945992 SH SOLE 9971086 0 1974906 MERCER INTL INC COM 588056101 61256 7666671 SH SOLE 7666671 0 0 MERCK & CO INC NEW COM 58933Y105 6343 165190 SH SOLE 165190 0 0 MGIC INVT CORP WIS COM 552848103 29120 5871125 SH SOLE 5338634 0 532491 MICROSOFT CORP COM 594918104 275027 8526670 SH SOLE 7307800 0 1218870 NEWMONT MINING CORP COM 651639106 38308 747185 SH SOLE 667185 0 80000 NEXEN INC COM 65334H102 246823 13450850 SH SOLE 11092677 0 2358173 NRG ENERGY INC COM NEW 629377508 36968 2359174 SH SOLE 1925528 0 433646 ORACLE CORP COM 68389X105 13296 456000 SH SOLE 456000 0 0 PEPSICO INC COM 713448108 193963 2923338 SH SOLE 2440870 0 482468 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 263 16300 SH SOLE 16300 0 0 PERKINELMER INC COM 714046109 348 12600 SH SOLE 12600 0 0 PFIZER INC COM 717081103 566 25000 SH SOLE 25000 0 0 QIAGEN NV REG SHS N72482107 28508 1831000 SH SOLE 1554011 0 276989 RIGEL PHARMACEUTICALS INC COM NEW 766559603 171 21300 SH SOLE 21300 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 966 13775 SH SOLE 13775 0 0 SENOMYX INC COM 81724Q107 1542 563000 SH SOLE 563000 0 0 SINA CORP ORD G81477104 195244 3003758 SH SOLE 2642670 0 361088 SIX FLAGS ENTMT CORP NEW COM 83001A102 5705 122000 SH SOLE 122000 0 0 SK TELECOM LTD SPONSORED ADR 78440P108 6005 431720 SH SOLE 431720 0 0 SOHU COM INC COM 83408W103 115532 2094125 SH SOLE 1797054 0 297071 SOTHEBYS COM 835898107 57367 1458261 SH SOLE 1214756 0 243505 STILLWATER MNG CO COM 86074Q102 161345 12764710 SH SOLE 10792274 0 1972436 SYNERON MEDICAL LTD ORD SHS M87245102 457 42720 SH SOLE 42720 0 0 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 160 5300 SH SOLE 5300 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 991 22000 SH SOLE 22000 0 0 THOMPSON CREEK METALS CO INC COM 884768102 10457 1546913 SH SOLE 1300389 0 246524 TIME WARNER INC COM NEW 887317303 213 5666 SH SOLE 5666 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 58466 8200129 SH SOLE 7436227 0 763902 ULTRA PETROLEUM CORP COM 903914109 6426 284000 SH SOLE 284000 0 0 YAHOO INC COM 984332106 112850 7414612 SH SOLE 6472830 0 941782 YOUKU INC SPONSORED ADR 98742U100 28803 1309850 SH SOLE 1309850 0 0