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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
-4.38%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.4B
AUM Growth
-$889M
Cap. Flow
-$676M
Cap. Flow %
-19.9%
Top 10 Hldgs %
56.74%
Holding
79
New
1
Increased
13
Reduced
28
Closed
7

Top Buys

Rank Stock Value
1
FTI icon
TechnipFMC
FTI
+$116M
2
WUBA
58.com Inc
WUBA
+$33.9M
3
ORCL icon
Oracle
ORCL
+$26.4M
4
BIDU icon
Baidu
BIDU
+$25.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$18.9M

Top Sells

Rank Stock Value
1
SWC
Stillwater Mining Co
SWC
+$181M
2
PYPL icon
PayPal
PYPL
+$122M
3
MCD icon
McDonald's
MCD
+$115M
4
MTG icon
MGIC Investment
MTG
+$76.9M
5
BABA icon
Alibaba
BABA
+$64.5M

Sector Composition

Rank Sector Weight
1 Communication Services 20.82%
2 Technology 19.4%
3 Consumer Discretionary 15.83%
4 Industrials 10.91%
5 Energy 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSL
26
DELISTED
Trina Solar Limited
TSL
$27.7M 0.82%
2,982,661
-2,537,308
-46% -$25.4M
TIF
27
DELISTED
Tiffany & Co.
TIF
$22.9M 0.67%
296,000
– –
INFO
28
DELISTED
IHS Markit Ltd. Common Shares
INFO
$19.3M 0.57%
545,300
– –
CALY
29
Callaway Golf Company
CALY
$3.14B
$18M 0.53%
1,643,500
-294,000
-15% -$3.33M
FMX icon
30
Fomento Económico Mexicano
FMX
$41.7B
$15.2M 0.45%
200,000
– –
B
31
Barrick Mining
B
$73.2B
$10.1M 0.3%
632,295
+45,700
+8% +$725K
SWC
32
DELISTED
Stillwater Mining Co
SWC
$5.83M 0.17%
362,065
-12,648,064
-97% -$181M
NBIS
33
Nebius Group N.V.
NBIS
$47.7B
$5.6M 0.16%
+278,100
New +$5.47M
NEM icon
34
Newmont
NEM
$119B
$3.44M 0.1%
101,000
– –
AAPL icon
35
Apple
AAPL
$4.57T
$3.27M 0.1%
112,800
-22,000
-16% -$624K
CIEN icon
36
Ciena
CIEN
$58.4B
$2.85M 0.08%
116,900
-12,000
-9% -$262K
INFN
37
DELISTED
Infinera Corporation Common Stock
INFN
$2.8M 0.08%
329,800
– –
MTG icon
38
MGIC Investment
MTG
$6.25B
$2.8M 0.08%
274,700
-8,521,275
-97% -$76.9M
MU icon
39
Micron Technology
MU
$991B
$2.62M 0.08%
119,700
-42,000
-26% -$789K
RVTY icon
40
Revvity
RVTY
$12.8B
$2.54M 0.07%
48,800
-4,900
-9% -$256K
AERI
41
DELISTED
Aerie Pharmaceuticals
AERI
$2.37M 0.07%
62,700
-16,300
-21% -$616K
MRUS
42
DELISTED
Merus
MRUS
$2.35M 0.07%
111,519
– –
TEVA icon
43
Teva Pharmaceuticals
TEVA
$41.2B
$2.25M 0.07%
62,200
– –
INCY icon
44
Incyte
INCY
$24.4B
$2.05M 0.06%
20,464
-10,400
-34% -$1.01M
ARIA
45
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$2.05M 0.06%
164,700
– –
PRTA icon
46
Prothena Corp
PRTA
$459M
$2.05M 0.06%
41,600
-3,500
-8% -$193K
FMI
47
DELISTED
Foundation Medicine, Inc.
FMI
$2.03M 0.06%
114,700
-13,300
-10% -$287K
IRWD icon
48
Ironwood Pharmaceuticals
IRWD
$711M
$1.84M 0.05%
143,399
-39,999
-22% -$505K
ICLR icon
49
Icon
ICLR
$12.7B
$1.77M 0.05%
23,500
-5,000
-18% -$388K
SGEN
50
DELISTED
Seagen Inc. Common Stock
SGEN
$1.69M 0.05%
32,000
-17,100
-35% -$1.03M
1
2
3 4

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EH
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TPWA
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VC
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IVLAV
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GPC
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BA
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FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Platinum Investment Management's Q4 2016 Portfolio in Review

As of Q4 2016, Platinum Investment Management held 79 positions worth $3.4B, down 21% from $4.29B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Platinum Investment Management withdrew a net $676M in Q4 2016, closing 7 positions and reducing 28 holdings. Its most notable exit was McDonald's, an estimated $115M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 21% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in Nebius Group N.V. worth $5.6M.

  • Platinum Investment Management's largest Q4 2016 buy was Nebius Group N.V.: 278,100 shares worth $5.6M.
  • Platinum Investment Management added most to TechnipFMC in Q4 2016, an estimated $116M increase.
  • Platinum Investment Management's biggest Q4 2016 reduction was Stillwater Mining Co, cutting an estimated $181M.
  • Platinum Investment Management fully exited McDonald's in Q4 2016, selling an estimated $115M.
  • Platinum Investment Management's ten largest holdings make up 57% of its $3.4B portfolio in Q4 2016.
  • Platinum Investment Management opened 1 new position and closed 7 in Q4 2016.
  • Platinum Investment Management's portfolio value fell 21% quarter-over-quarter to $3.4B.

Based on Platinum Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.