We are live on ! Find out more
PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$677B
$8.3M 0.54%
24,309
-900
-4% -$311K
FICO icon
27
Fair Isaac
FICO
$22.5B
$7.72M 0.5%
+5,159
New +$7.76M
HTHT icon
28
Huazhu Hotels Group
HTHT
$13B
$7.16M 0.46%
183,111
– –
UBER icon
29
Uber
UBER
$153B
$7.08M 0.46%
72,307
-30,958
-30% -$2.9M
AS icon
30
Amer Sports
AS
$21.4B
$6.25M 0.4%
180,000
-10,000
-5% -$377K
FLUT icon
31
Flutter Entertainment
FLUT
$16.4B
$5.92M 0.38%
23,000
-17,000
-43% -$4.98M
ZTS icon
32
Zoetis
ZTS
$30B
$5.85M 0.38%
40,000
– –
HD icon
33
Home Depot
HD
$355B
$5.67M 0.37%
+14,000
New +$5.5M
META icon
34
Meta Platforms (Facebook)
META
$1.51T
$5.51M 0.36%
7,500
-7,772
-51% -$5.78M
WWW icon
35
Wolverine World Wide
WWW
$1.55B
$5.49M 0.35%
+200,000
New +$5.26M
NVDA icon
36
NVIDIA
NVDA
$5.42T
$5.26M 0.34%
28,191
-1,208
-4% -$211K
VERA icon
37
Vera Therapeutics
VERA
$2.36B
$4.64M 0.3%
159,751
– –
CSGP icon
38
CoStar Group
CSGP
$12.3B
$4.64M 0.3%
55,000
-10,000
-15% -$884K
ADCT icon
39
ADC Therapeutics
ADCT
$144M
$4.63M 0.3%
1,156,721
-230,544
-17% -$727K
IDYA icon
40
IDEAYA Biosciences
IDYA
$3.56B
$4.54M 0.29%
166,917
– –
CNTA
41
DELISTED
Centessa Pharmaceuticals
CNTA
$4.52M 0.29%
186,399
-104,437
-36% -$1.86M
MSFT icon
42
Microsoft
MSFT
$3.71T
$4.44M 0.29%
8,573
-767
-8% -$391K
FND icon
43
Floor & Decor
FND
$6.68B
$4.42M 0.29%
+60,000
New +$4.92M
ELF icon
44
e.l.f. Beauty
ELF
$5.81B
$3.97M 0.26%
30,000
-10,000
-25% -$1.23M
ARWR icon
45
Arrowhead Research
ARWR
$12.4B
$3.83M 0.25%
111,022
– –
APGE icon
46
Apogee Therapeutics
APGE
$10.2B
$3.72M 0.24%
93,728
+7,216
+8% +$276K
ROIV icon
47
Roivant Sciences
ROIV
$26.2B
$3.62M 0.23%
239,420
-241,915
-50% -$2.99M
GPCR icon
48
Structure Therapeutics
GPCR
$3.78B
$3.44M 0.22%
122,758
+47,858
+64% +$953K
VEEV icon
49
Veeva Systems
VEEV
$37.4B
$3.31M 0.21%
11,110
-1,536
-12% -$432K
BBIO icon
50
BridgeBio Pharma
BBIO
$16.5B
$3.23M 0.21%
62,244
-13,464
-18% -$657K
1
2
3 4 5

Similar funds

LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
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
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Platinum Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.