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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
AAPL icon
51
Apple
AAPL
$4.56T
$2.15M 0.06%
50,800
-44,000
-46% -$1.84M
INFN
52
DELISTED
Infinera Corporation Common Stock
INFN
$2.09M 0.06%
329,800
– –
GRPN icon
53
Groupon
GRPN
$955M
$2.08M 0.06%
20,350
– –
AGIO icon
54
Agios Pharmaceuticals
AGIO
$1.91B
$2.05M 0.05%
35,800
– –
MSFT icon
55
Microsoft
MSFT
$3.71T
$1.98M 0.05%
23,200
– –
MRUS
56
DELISTED
Merus
MRUS
$1.98M 0.05%
102,219
– –
IRWD icon
57
Ironwood Pharmaceuticals
IRWD
$701M
$1.57M 0.04%
124,773
– –
EBAY icon
58
eBay
EBAY
$48.9B
$1.51M 0.04%
40,000
– –
FPRX
59
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$1.38M 0.04%
62,800
+42,000
+202% +$1.35M
CSCO icon
60
Cisco
CSCO
$476B
$1.37M 0.04%
35,700
– –
INCY icon
61
Incyte
INCY
$24B
$1.27M 0.03%
13,464
– –
BMRN icon
62
BioMarin Pharmaceuticals
BMRN
$11.9B
$1.23M 0.03%
13,820
– –
NXPI icon
63
NXP Semiconductors
NXPI
$58.4B
$1.11M 0.03%
9,500
– –
MRK icon
64
Merck
MRK
$317B
$1.06M 0.03%
19,702
– –
RTX icon
65
RTX Corp
RTX
$301B
$1.02M 0.03%
12,712
– –
MU icon
66
Micron Technology
MU
$996B
$986K 0.03%
24,000
– –
ACAD icon
67
Acadia Pharmaceuticals
ACAD
$4.9B
$972K 0.03%
32,300
– –
CHRS icon
68
Coherus Oncology
CHRS
$194M
$960K 0.03%
109,200
– –
NSTG
69
DELISTED
NanoString Technologies, Inc.
NSTG
$903K 0.02%
121,000
– –
CFMS
70
DELISTED
Conformis, Inc. Common Stock
CFMS
$797K 0.02%
13,406
– –
XLNX
71
DELISTED
Xilinx Inc
XLNX
$755K 0.02%
11,200
– –
TWX
72
DELISTED
Time Warner Inc
TWX
$678K 0.02%
7,421
– –
ZLAB icon
73
Zai Lab
ZLAB
$2.36B
$424K 0.01%
+20,000
New +$532K
LRCX icon
74
Lam Research
LRCX
$383B
$404K 0.01%
22,000
– –
LBTYA icon
75
Liberty Global Class A
LBTYA
$3.68B
$387K 0.01%
10,800
– –
1 2
3
4

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
STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
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
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 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.