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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
-4.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.73B
AUM Growth
+$23.4M
Cap. Flow
+$158M
Cap. Flow %
9.17%
Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$145M
2
MRK icon
Merck
MRK
+$96.7M
3
LRCX icon
Lam Research
LRCX
+$88.8M
4
ABBV icon
AbbVie
ABBV
+$81.3M
5
VAL icon
Valaris
VAL
+$61.6M

Top Sells

Rank Stock Value
1
NICE icon
Nice
NICE
+$68.8M
2
LW icon
Lamb Weston
LW
+$67M
3
ICE icon
Intercontinental Exchange
ICE
+$61.3M
4
PDD icon
Pinduoduo
PDD
+$45.2M
5
BAX icon
Baxter International
BAX
+$44M

Sector Composition

Rank Sector Weight
1 Financials 22.28%
2 Technology 16.49%
3 Energy 15.11%
4 Healthcare 14.95%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
26
Zoetis
ZTS
$29.8B
$6.59M 0.38%
40,000
– –
JNJ icon
27
Johnson & Johnson
JNJ
$624B
$5.96M 0.35%
35,942
– –
XYZ
28
Block Inc
XYZ
$47.5B
$5.59M 0.32%
+102,959
New +$7.69M
BIRK icon
29
Birkenstock
BIRK
$7.07B
$5.5M 0.32%
120,000
+30,000
+33% +$1.58M
AS icon
30
Amer Sports
AS
$21.3B
$5.35M 0.31%
200,000
-50,000
-20% -$1.48M
CSGP icon
31
CoStar Group
CSGP
$12.4B
$5.15M 0.3%
65,000
-5,000
-7% -$380K
ROIV icon
32
Roivant Sciences
ROIV
$26.4B
$5M 0.29%
495,797
-32,234
-6% -$349K
BABA icon
33
Alibaba
BABA
$308B
$4.27M 0.25%
32,319
+3,474
+12% +$401K
CNTA
34
DELISTED
Centessa Pharmaceuticals
CNTA
$3.85M 0.22%
267,887
-102,391
-28% -$1.68M
VEEV icon
35
Veeva Systems
VEEV
$37.7B
$3.82M 0.22%
16,508
-611
-4% -$140K
APGE icon
36
Apogee Therapeutics
APGE
$10.2B
$3.57M 0.21%
95,646
– –
MSFT icon
37
Microsoft
MSFT
$3.76T
$3.51M 0.2%
9,340
+351
+4% +$143K
NFLX icon
38
Netflix
NFLX
$307B
$3.37M 0.2%
36,180
– –
VERA icon
39
Vera Therapeutics
VERA
$2.32B
$3.35M 0.19%
139,318
+19,654
+16% +$632K
ZYME icon
40
Zymeworks
ZYME
$1.7B
$3.32M 0.19%
278,658
-27,802
-9% -$379K
ADCT icon
41
ADC Therapeutics
ADCT
$146M
$2.87M 0.17%
2,038,087
+425,531
+26% +$723K
MA icon
42
Mastercard
MA
$495B
$2.87M 0.17%
5,234
-191
-4% -$104K
MRUS
43
DELISTED
Merus
MRUS
$2.73M 0.16%
64,841
-4,244
-6% -$185K
IMVT icon
44
Immunovant
IMVT
$8.22B
$2.68M 0.16%
156,989
-45,334
-22% -$948K
NVDA icon
45
NVIDIA
NVDA
$5.39T
$2.65M 0.15%
24,479
+22,897
+1,447% +$2.9M
WVE icon
46
Wave Life Sciences
WVE
$1.2B
$2.52M 0.15%
311,992
– –
ELF icon
47
e.l.f. Beauty
ELF
$5.49B
$2.51M 0.15%
40,000
+2,700
+7% +$235K
IDYA icon
48
IDEAYA Biosciences
IDYA
$3.58B
$2.5M 0.14%
152,713
– –
BCYC
49
Bicycle Therapeutics
BCYC
$293M
$2.44M 0.14%
287,599
-21,460
-7% -$253K
BBIO icon
50
BridgeBio Pharma
BBIO
$16.7B
$2.43M 0.14%
+70,350
New +$2.37M
1
2
3 4 5

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Platinum Investment Management held 130 positions worth $1.73B, up 1.4% from $1.7B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management deployed $158M of net new capital in Q1 2025, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was UBS Group: 4,336,796 shares worth $132M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Intercontinental Exchange, an estimated $61.3M trimmed.

  • Platinum Investment Management's largest Q1 2025 buy was UBS Group: 4,336,796 shares worth $132M.
  • Platinum Investment Management added most to Lam Research in Q1 2025, an estimated $88.8M increase.
  • Platinum Investment Management's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $61.3M.
  • Platinum Investment Management fully exited Nice in Q1 2025, selling an estimated $68.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $1.73B portfolio in Q1 2025.
  • Platinum Investment Management opened 15 new positions and closed 15 in Q1 2025.
  • Platinum Investment Management's portfolio value rose 1.4% quarter-over-quarter to $1.73B.

Based on Platinum Investment Management's 13F filing for Q1 2025, filed 15 May 2025.