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PEA

Platinum Equity Advisors Portfolio holdings

AUM $8.96B
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
+17.03%
1 Year Est. Return
+31.4%
3 Year Est. Return
-20.94%
5 Year Est. Return
+3.58%
10 Year Est. Return
–
AUM
$5.26B
AUM Growth
+$761M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 83.66%
2 Industrials 16.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INGM
1
Ingram Micro Holding
INGM
$6.41B
$4.4B 83.65%
210,952,854
– –
CTOS icon
2
Custom Truck One Source
CTOS
$2.22B
$774M 14.73%
156,743,635
– –
RYZ
3
Ryerson Holding Corp
RYZ
$1.26B
$84.7M 1.61%
3,924,478
– –
IMXI icon
4
International Money Express
IMXI
$429M
$323K 0.01%
32,016
– –

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Platinum Equity Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Equity Advisors held 4 positions worth $5.26B, up 17% from $4.49B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Platinum Equity Advisors opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 84% of assets, up from 83% a quarter earlier, followed by Industrials.

  • Platinum Equity Advisors's ten largest holdings make up 100% of its $5.26B portfolio in Q2 2025.
  • Platinum Equity Advisors opened 0 new positions and closed 0 in Q2 2025.
  • Platinum Equity Advisors's portfolio value rose 17% quarter-over-quarter to $5.26B.

Based on Platinum Equity Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.