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PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

Rank Sector Weight
1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
26
Cameco
CCJ
$37.3B
$4.6M 1.16%
42,356
– –
VERA icon
27
Vera Therapeutics
VERA
$2.76B
$4.57M 1.15%
113,687
-5,697
-5% -$245K
IQV icon
28
IQVIA
IQV
$34.4B
$4.55M 1.15%
26,708
– –
V icon
29
Visa
V
$682B
$4.53M 1.14%
15,000
+300
+2% +$96.5K
IMVT icon
30
Immunovant
IMVT
$8.27B
$4.52M 1.14%
181,774
– –
ADBE icon
31
Adobe
ADBE
$94.3B
$4.51M 1.14%
18,571
+4,725
+34% +$1.31M
VAL icon
32
Valaris
VAL
$5.3B
$4.51M 1.14%
45,956
– –
UBS icon
33
UBS Group
UBS
$173B
$4.5M 1.13%
117,507
– –
KR icon
34
Kroger
KR
$36B
$4.4M 1.11%
60,743
-5,923
-9% -$401K
ELF icon
35
e.l.f. Beauty
ELF
$4.34B
$4.39M 1.11%
72,500
+30,500
+73% +$2.48M
COGT icon
36
Cogent Biosciences
COGT
$6.68B
$4.31M 1.09%
112,066
-9,163
-8% -$338K
ARWR icon
37
Arrowhead Research
ARWR
$10.5B
$4.06M 1.02%
64,752
-24,732
-28% -$1.57M
HD icon
38
Home Depot
HD
$338B
$3.78M 0.95%
11,500
-1,800
-14% -$656K
ICE icon
39
Intercontinental Exchange
ICE
$79B
$3.76M 0.95%
23,913
-7,943
-25% -$1.3M
ADCT icon
40
ADC Therapeutics
ADCT
$172M
$3.72M 0.94%
990,778
– –
BBIO icon
41
BridgeBio Pharma
BBIO
$15.9B
$3.66M 0.92%
49,269
+1,513
+3% +$110K
CAVA icon
42
CAVA Group
CAVA
$8.02B
$3.64M 0.92%
45,000
+7,500
+20% +$547K
FICO icon
43
Fair Isaac
FICO
$29.2B
$3.63M 0.91%
3,400
-459
-12% -$630K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.23T
$3.45M 0.87%
12,000
-4,000
-25% -$1.26M
FND icon
45
Floor & Decor
FND
$6.14B
$3.43M 0.86%
67,500
-1,400
-2% -$91.1K
GPCR icon
46
Structure Therapeutics
GPCR
$3.45B
$3.22M 0.81%
66,864
-21,010
-24% -$1.44M
CSGP icon
47
CoStar Group
CSGP
$12.2B
$3.13M 0.79%
77,500
+12,500
+19% +$651K
TRU icon
48
TransUnion
TRU
$15.4B
$3.09M 0.78%
44,595
– –
IDYA icon
49
IDEAYA Biosciences
IDYA
$3.47B
$3.05M 0.77%
91,637
-28,967
-24% -$972K
RCUS icon
50
Arcus Biosciences
RCUS
$3.44B
$2.9M 0.73%
134,217
– –
1
2
3 4 5

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Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.