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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
+4.34%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.77B
AUM Growth
-$185M
Cap. Flow
-$295M
Cap. Flow %
-7.83%
Top 10 Hldgs %
61.18%
Holding
83
New
8
Increased
14
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$68.9M
2
CF icon
CF Industries
CF
+$61.3M
3
ALLY icon
Ally Financial
ALLY
+$56.2M
4
SINA
Sina Corp
SINA
+$49.8M
5
BTU icon
Peabody Energy
BTU
+$38.2M

Top Sells

Rank Stock Value
1
WUBA
58.com Inc
WUBA
+$174M
2
BIDU icon
Baidu
BIDU
+$153M
3
JLL icon
Jones Lang LaSalle
JLL
+$78.4M
4
ORCL icon
Oracle
ORCL
+$56.1M
5
PYPL icon
PayPal
PYPL
+$51.9M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.67%
2 Energy 14.26%
3 Communication Services 13.11%
4 Technology 10.49%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JD icon
26
JD.com
JD
$44.5B
$29.9M 0.79%
722,812
-1,145,000
-61% -$45.1M
QIWI
27
DELISTED
QIWI PLC
QIWI
$25M 0.66%
1,443,139
– –
MCHP icon
28
Microchip Technology
MCHP
$43.8B
$24M 0.64%
+545,600
New +$24.7M
INFO
29
DELISTED
IHS Markit Ltd. Common Shares
INFO
$22.8M 0.61%
505,500
– –
CALY
30
Callaway Golf Company
CALY
$3.52B
$21.9M 0.58%
1,575,000
– –
BIDU icon
31
Baidu
BIDU
$38.2B
$19.1M 0.51%
81,714
-626,066
-88% -$153M
GIL icon
32
Gildan
GIL
$10.5B
$15.3M 0.4%
472,800
– –
CCL icon
33
Carnival Corporation Ltd
CCL
$40.5B
$10.6M 0.28%
159,955
– –
B
34
Barrick Mining
B
$64B
$8.49M 0.23%
586,595
– –
DINO icon
35
HF Sinclair
DINO
$15.7B
$6.89M 0.18%
134,600
-859,000
-86% -$36.3M
LUMN icon
36
Lumen
LUMN
$6.91B
$6.87M 0.18%
+412,151
New +$6.99M
NBIS
37
Nebius Group N.V.
NBIS
$57.3B
$5.29M 0.14%
161,500
– –
JNJ icon
38
Johnson & Johnson
JNJ
$614B
$4.58M 0.12%
32,800
– –
NEM icon
39
Newmont
NEM
$103B
$3.79M 0.1%
101,000
– –
QTRX icon
40
Quanterix
QTRX
$175M
$3.76M 0.1%
+175,000
New +$3.42M
FMI
41
DELISTED
Foundation Medicine, Inc.
FMI
$3.61M 0.1%
52,900
-37,800
-42% -$1.96M
RVTY icon
42
Revvity
RVTY
$12.4B
$3.14M 0.08%
43,000
– –
PRTA icon
43
Prothena Corp
PRTA
$444M
$2.64M 0.07%
70,400
+8,400
+14% +$428K
INFI
44
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$2.61M 0.07%
1,286,032
-125,800
-9% -$261K
DERM
45
DELISTED
Dermira, Inc.
DERM
$2.57M 0.07%
92,400
– –
XLRN
46
DELISTED
Acceleron Pharma
XLRN
$2.48M 0.07%
58,500
– –
LIVN icon
47
LivaNova
LIVN
$4.69B
$2.35M 0.06%
29,382
-4,400
-13% -$349K
AERI
48
DELISTED
Aerie Pharmaceuticals
AERI
$2.25M 0.06%
37,600
– –
ICLR icon
49
Icon
ICLR
$12.1B
$2.19M 0.06%
19,500
– –
SGEN
50
DELISTED
Seagen Inc. Common Stock
SGEN
$2.17M 0.06%
40,500
– –
1
2
3 4

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GF
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LCG
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EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
STT
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VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
CF
Cypress Funds Los Angeles, California $398M AUM 8.77% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return

Platinum Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, Platinum Investment Management held 83 positions worth $3.77B, down 4.7% from $3.96B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Platinum Investment Management withdrew a net $295M in Q4 2017, closing 5 positions and reducing 16 holdings. Its most notable exit was Jones Lang LaSalle, an estimated $78.4M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, up from 21% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Platinum Investment Management opened a new position in ZTO Express worth $69.3M.

  • Platinum Investment Management's largest Q4 2017 buy was ZTO Express: 4,373,741 shares worth $69.3M.
  • Platinum Investment Management added most to Ally Financial in Q4 2017, an estimated $56.2M increase.
  • Platinum Investment Management's biggest Q4 2017 reduction was 58.com Inc, cutting an estimated $174M.
  • Platinum Investment Management fully exited Jones Lang LaSalle in Q4 2017, selling an estimated $78.4M.
  • Platinum Investment Management's ten largest holdings make up 61% of its $3.77B portfolio in Q4 2017.
  • Platinum Investment Management opened 8 new positions and closed 5 in Q4 2017.
  • Platinum Investment Management's portfolio value fell 4.7% quarter-over-quarter to $3.77B.

Based on Platinum Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.