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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
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

Rank Sector Weight
1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.64T
$2.86M 0.72%
5,000
-2,000
-29% -$1.28M
MA icon
52
Mastercard
MA
$480B
$2.84M 0.72%
5,689
– –
MSI icon
53
Motorola Solutions
MSI
$68.6B
$2.73M 0.69%
6,302
+2,027
+47% +$878K
GEV icon
54
GE Vernova
GEV
$284B
$2.66M 0.67%
3,047
– –
BROS icon
55
Dutch Bros
BROS
$9.38B
$2.66M 0.67%
52,500
+15,000
+40% +$820K
ZYME icon
56
Zymeworks
ZYME
$1.78B
$2.63M 0.66%
105,184
– –
ROIV icon
57
Roivant Sciences
ROIV
$24.8B
$2.56M 0.65%
92,397
-96,749
-51% -$2.49M
VRT icon
58
Vertiv
VRT
$111B
$2.54M 0.64%
10,127
-1,918
-16% -$426K
ISRG icon
59
Intuitive Surgical
ISRG
$122B
$2.23M 0.56%
4,846
– –
PALI icon
60
Palisade Bio
PALI
$342M
$2.15M 0.54%
1,231,414
+567,327
+85% +$1.03M
KLAC icon
61
KLA
KLAC
$278B
$2.15M 0.54%
14,580
-5,810
-28% -$850K
BKNG icon
62
Booking.com
BKNG
$141B
$2.11M 0.53%
12,500
+7,500
+150% +$1.38M
RVMD icon
63
Revolution Medicines
RVMD
$39.6B
$2.02M 0.51%
20,813
+2,161
+12% +$218K
PRQR icon
64
ProQR Therapeutics
PRQR
$240M
$2M 0.5%
1,235,514
– –
WVE icon
65
Wave Life Sciences
WVE
$1.12B
$2M 0.5%
275,269
+44,582
+19% +$581K
VEEV icon
66
Veeva Systems
VEEV
$31.7B
$1.95M 0.49%
11,110
– –
WING icon
67
Wingstop
WING
$3.88B
$1.86M 0.47%
12,000
+4,000
+50% +$961K
IDXX icon
68
Idexx Laboratories
IDXX
$44.8B
$1.69M 0.42%
3,000
– –
MSFT icon
69
Microsoft
MSFT
$2.93T
$1.53M 0.39%
4,134
-4,439
-52% -$1.86M
AMD icon
70
Advanced Micro Devices
AMD
$808B
$1.47M 0.37%
7,210
– –
ECHO
71
EchoStar
ECHO
$26.7B
$1.46M 0.37%
+12,509
New +$1.44M
DRUG
72
Bright Minds Biosciences
DRUG
$747M
$1.4M 0.35%
19,127
-2,603
-12% -$210K
STOK icon
73
Stoke Therapeutics
STOK
$1.81B
$1.33M 0.34%
40,815
– –
DFTX
74
Definium Therapeutics
DFTX
$5.88B
$1.32M 0.33%
70,000
– –
MBX
75
MBX Biosciences
MBX
$2.99B
$1.3M 0.33%
43,597
– –
1 2
3
4 5

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TPWA
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LSA
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Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.