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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
+20.25%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$433M
AUM Growth
-$1.11B
Cap. Flow
-$1.24B
Cap. Flow %
-286.47%
Top 10 Hldgs %
36.58%
Holding
142
New
22
Increased
8
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$3.06M
2
MOD icon
Modine Manufacturing
MOD
+$2.6M
3
CAVA icon
CAVA Group
CAVA
+$2.09M
4
BSX icon
Boston Scientific
BSX
+$1.92M
5
GEV icon
GE Vernova
GEV
+$1.86M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
2
MU icon
Micron Technology
MU
+$102M
3
ICE icon
Intercontinental Exchange
ICE
+$88.3M
4
MRK icon
Merck
MRK
+$82.2M
5
LRCX icon
Lam Research
LRCX
+$80.8M

Sector Composition

Rank Sector Weight
1 Healthcare 28.55%
2 Consumer Discretionary 23.32%
3 Technology 14.42%
4 Industrials 11.53%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$5.42T
$5.26M 1.22%
28,191
– –
APGE icon
27
Apogee Therapeutics
APGE
$10.2B
$5.22M 1.21%
69,212
-24,516
-26% -$1.54M
UBER icon
28
Uber
UBER
$153B
$5.17M 1.19%
63,217
-9,090
-13% -$819K
ICE icon
29
Intercontinental Exchange
ICE
$84.4B
$5.16M 1.19%
31,856
-563,688
-95% -$88.3M
V icon
30
Visa
V
$677B
$5.16M 1.19%
14,700
-9,609
-40% -$3.27M
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$5.01M 1.16%
16,000
-365,253
-96% -$104M
ADBE icon
32
Adobe
ADBE
$105B
$4.85M 1.12%
13,846
-177,174
-93% -$60.3M
IMVT icon
33
Immunovant
IMVT
$8.25B
$4.62M 1.07%
181,774
-13,953
-7% -$311K
META icon
34
Meta Platforms (Facebook)
META
$1.51T
$4.62M 1.07%
7,000
-500
-7% -$334K
HD icon
35
Home Depot
HD
$355B
$4.58M 1.06%
13,300
-700
-5% -$256K
TERN
36
DELISTED
Terns Pharmaceuticals
TERN
$4.47M 1.03%
110,734
-14,422
-12% -$333K
CSGP icon
37
CoStar Group
CSGP
$12.3B
$4.37M 1.01%
65,000
+10,000
+18% +$708K
COGT icon
38
Cogent Biosciences
COGT
$7.24B
$4.31M 1%
121,229
-98,275
-45% -$2.76M
FND icon
39
Floor & Decor
FND
$6.68B
$4.2M 0.97%
68,900
+8,900
+15% +$577K
IDYA icon
40
IDEAYA Biosciences
IDYA
$3.56B
$4.17M 0.96%
120,604
-46,313
-28% -$1.48M
KR icon
41
Kroger
KR
$34.8B
$4.17M 0.96%
66,666
-358,918
-84% -$23.5M
MSFT icon
42
Microsoft
MSFT
$3.71T
$4.15M 0.96%
8,573
– –
ROIV icon
43
Roivant Sciences
ROIV
$26.2B
$4.1M 0.95%
189,146
-50,274
-21% -$992K
WVE icon
44
Wave Life Sciences
WVE
$1.2B
$3.92M 0.91%
230,687
-37,107
-14% -$377K
CNTA
45
DELISTED
Centessa Pharmaceuticals
CNTA
$3.88M 0.9%
155,101
-31,298
-17% -$793K
CCJ icon
46
Cameco
CCJ
$42.4B
$3.88M 0.9%
42,356
-632,134
-94% -$56.9M
TRU icon
47
TransUnion
TRU
$15.3B
$3.82M 0.88%
44,595
-569,967
-93% -$46.8M
BBIO icon
48
BridgeBio Pharma
BBIO
$16.5B
$3.65M 0.84%
47,756
-14,488
-23% -$951K
WWW icon
49
Wolverine World Wide
WWW
$1.55B
$3.63M 0.84%
200,000
– –
ADCT icon
50
ADC Therapeutics
ADCT
$144M
$3.5M 0.81%
990,778
-165,943
-14% -$673K
1
2
3 4 5

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LCG
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EH
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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
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FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Platinum Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Investment Management held 142 positions worth $433M, down 72% from $1.55B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Platinum Investment Management withdrew a net $1.24B in Q4 2025, closing 18 positions and reducing 84 holdings. Its most notable exit was Flutter Entertainment, an estimated $5.92M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Platinum Investment Management opened a new position in Caterpillar worth $3.15M.

  • Platinum Investment Management's largest Q4 2025 buy was Caterpillar: 5,500 shares worth $3.15M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q4 2025, an estimated $1.18M increase.
  • Platinum Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $104M.
  • Platinum Investment Management fully exited Flutter Entertainment in Q4 2025, selling an estimated $5.92M.
  • Platinum Investment Management's ten largest holdings make up 37% of its $433M portfolio in Q4 2025.
  • Platinum Investment Management opened 22 new positions and closed 18 in Q4 2025.
  • Platinum Investment Management's portfolio value fell 72% quarter-over-quarter to $433M.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.