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PIM

Platinum Investment Management Portfolio holdings

AUM $407M
1-Year Est. Return 87.11%
This Fund
S&P 500
This Quarter Est. Return
+30.75%
1 Year Est. Return
+87.11%
3 Year Est. Return
+190.46%
5 Year Est. Return
+214.93%
10 Year Est. Return
+884.81%
AUM
$407M
AUM Growth
+$9.99M
Cap. Flow
-$33M
Cap. Flow %
-8.12%
Top 10 Hldgs %
38.93%
Holding
99
New
10
Increased
8
Reduced
22
Closed
14

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$2.23M
2
ADI icon
Analog Devices
ADI
+$2.17M
3
NOW icon
ServiceNow
NOW
+$1.98M
4
ECHO
EchoStar
ECHO
+$1.83M
5
DASH icon
DoorDash
DASH
+$1.65M

Top Sells

Rank Stock Value
1
TERN
Terns Pharmaceuticals
TERN
+$5.84M
2
CNTA
Centessa Pharmaceuticals
CNTA
+$5.47M
3
MU icon
Micron Technology
MU
+$4.4M
4
CAT icon
Caterpillar
CAT
+$3.51M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M

Sector Composition

Rank Sector Weight
1 Healthcare 29.01%
2 Technology 21.39%
3 Consumer Discretionary 16.56%
4 Industrials 13.71%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPCR icon
26
Structure Therapeutics
GPCR
$3.38B
$4.85M 1.19%
90,363
+23,499
+35% +$1.04M
V icon
27
Visa
V
$700B
$4.8M 1.18%
14,000
-1,000
-7% -$321K
CAT icon
28
Caterpillar
CAT
$374B
$4.79M 1.18%
4,500
-4,000
-47% -$3.51M
RCI icon
29
Rogers Communications
RCI
$20.3B
$4.79M 1.18%
147,160
– –
AS icon
30
Amer Sports
AS
$17.2B
$4.74M 1.16%
140,000
-10,000
-7% -$350K
KR icon
31
Kroger
KR
$35.9B
$4.51M 1.11%
81,305
+20,562
+34% +$1.34M
KLAC icon
32
KLA
KLAC
$242B
$4.4M 1.08%
14,580
– –
CCJ icon
33
Cameco
CCJ
$43.9B
$4.31M 1.06%
42,356
– –
AMD icon
34
Advanced Micro Devices
AMD
$780B
$4.19M 1.03%
7,210
– –
RCUS icon
35
Arcus Biosciences
RCUS
$3.78B
$4.14M 1.02%
134,217
– –
ADBE icon
36
Adobe
ADBE
$106B
$3.81M 0.94%
18,571
– –
FND icon
37
Floor & Decor
FND
$5.35B
$3.71M 0.91%
62,500
-5,000
-7% -$253K
META icon
38
Meta Platforms (Facebook)
META
$1.57T
$3.66M 0.9%
6,500
+1,500
+30% +$917K
PALI icon
39
Palisade Bio
PALI
$364M
$3.62M 0.89%
1,730,866
+499,452
+41% +$983K
BROS icon
40
Dutch Bros
BROS
$6.43B
$3.59M 0.88%
50,000
-2,500
-5% -$143K
FICO icon
41
Fair Isaac
FICO
$20.1B
$3.58M 0.88%
3,000
-400
-12% -$448K
GEV icon
42
GE Vernova
GEV
$251B
$3.58M 0.88%
3,047
– –
HD icon
43
Home Depot
HD
$320B
$3.53M 0.87%
10,000
-1,500
-13% -$488K
VAL icon
44
Valaris
VAL
$6.02B
$3.34M 0.82%
45,956
– –
ELF icon
45
e.l.f. Beauty
ELF
$6.47B
$3.33M 0.82%
45,000
-27,500
-38% -$1.67M
CAVA icon
46
CAVA Group
CAVA
$7.1B
$3.3M 0.81%
42,000
-3,000
-7% -$252K
DFTX
47
Definium Therapeutics
DFTX
$5.12B
$3.29M 0.81%
70,000
– –
ROIV icon
48
Roivant Sciences
ROIV
$25.2B
$3.27M 0.8%
92,397
– –
TRU icon
49
TransUnion
TRU
$15.3B
$3.22M 0.79%
44,595
– –
RVMD icon
50
Revolution Medicines
RVMD
$45B
$3.18M 0.78%
16,994
-3,819
-18% -$558K
1
2
3 4

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BDFN
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PCP
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WG
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Platinum Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Platinum Investment Management held 99 positions worth $407M, up 2.5% from $397M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Platinum Investment Management withdrew a net $33M in Q2 2026, closing 14 positions and reducing 22 holdings. Its most notable exit was Terns Pharmaceuticals, an estimated $5.84M position sold in full.

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

Against the trend, Platinum Investment Management opened a new position in Datadog worth $3.12M.

  • Platinum Investment Management's largest Q2 2026 buy was Datadog: 12,000 shares worth $3.12M.
  • Platinum Investment Management added most to EchoStar in Q2 2026, an estimated $1.83M increase.
  • Platinum Investment Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $4.4M.
  • Platinum Investment Management fully exited Terns Pharmaceuticals in Q2 2026, selling an estimated $5.84M.
  • Platinum Investment Management's ten largest holdings make up 39% of its $407M portfolio in Q2 2026.
  • Platinum Investment Management opened 10 new positions and closed 14 in Q2 2026.
  • Platinum Investment Management's portfolio value rose 2.5% quarter-over-quarter to $407M.

Based on Platinum Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.