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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
+6.41%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$4.23B
AUM Growth
+$643M
Cap. Flow
+$389M
Cap. Flow %
9.2%
Top 10 Hldgs %
60.34%
Holding
98
New
13
Increased
20
Reduced
11
Closed
8

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$141M
2
ZTO icon
ZTO Express
ZTO
+$59.4M
3
JOYY
JOYY Inc
JOYY
+$55.5M
4
BIDU icon
Baidu
BIDU
+$54.7M
5
RIG icon
Transocean
RIG
+$47.8M

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$48M
2
NLSN
Nielsen Holdings plc
NLSN
+$35.2M
3
BABA icon
Alibaba
BABA
+$32.5M
4
HBI
Hanesbrands
HBI
+$25.4M
5
KO icon
Coca-Cola
KO
+$18.9M

Sector Composition

Rank Sector Weight
1 Communication Services 22.6%
2 Energy 15.57%
3 Consumer Discretionary 13.2%
4 Industrials 11.21%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
51
Apple
AAPL
$4.57T
$2.35M 0.06%
50,800
– –
MRUS
52
DELISTED
Merus
MRUS
$2.33M 0.06%
102,219
– –
MSFT icon
53
Microsoft
MSFT
$3.71T
$2.29M 0.05%
23,200
– –
ORCL icon
54
Oracle
ORCL
$423B
$2.23M 0.05%
50,500
– –
INFI
55
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$2.16M 0.05%
1,130,432
-168,800
-13% -$341K
PRTA icon
56
Prothena Corp
PRTA
$450M
$1.97M 0.05%
135,200
+57,000
+73% +$1.13M
CHRS icon
57
Coherus Oncology
CHRS
$196M
$1.92M 0.05%
137,000
– –
CCL icon
58
Carnival Corporation Ltd
CCL
$39.7B
$1.68M 0.04%
29,260
– –
IRWD icon
59
Ironwood Pharmaceuticals
IRWD
$714M
$1.54M 0.04%
96,356
-28,417
-23% -$421K
CSCO icon
60
Cisco
CSCO
$479B
$1.54M 0.04%
35,700
– –
NTLA icon
61
Intellia Therapeutics
NTLA
$1.67B
$1.5M 0.04%
55,000
– –
FPRX
62
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$1.49M 0.04%
94,200
– –
INCY icon
63
Incyte
INCY
$24.4B
$1.41M 0.03%
20,964
+11,300
+117% +$773K
HCC icon
64
Warrior Met Coal
HCC
$4.86B
$1.35M 0.03%
+48,900
New +$1.29M
BMRN icon
65
BioMarin Pharmaceuticals
BMRN
$12.4B
$1.3M 0.03%
13,820
– –
MYOV
66
DELISTED
Myovant Sciences Ltd.
MYOV
$1.24M 0.03%
54,200
– –
WVE icon
67
Wave Life Sciences
WVE
$1.2B
$1.23M 0.03%
32,200
– –
LRCX icon
68
Lam Research
LRCX
$390B
$1.16M 0.03%
67,000
– –
MRK icon
69
Merck
MRK
$318B
$1.14M 0.03%
19,702
– –
EBAY icon
70
eBay
EBAY
$49.8B
$1.11M 0.03%
30,700
– –
MU icon
71
Micron Technology
MU
$991B
$1.06M 0.03%
20,200
-3,800
-16% -$206K
TRIL
72
DELISTED
Trillium Therapeutics Inc.
TRIL
$1.05M 0.02%
175,339
– –
RTX icon
73
RTX Corp
RTX
$301B
$1M 0.02%
12,712
– –
PRGO icon
74
Perrigo
PRGO
$1.78B
$780K 0.02%
+10,700
New +$825K
VRSN icon
75
VeriSign
VRSN
$26.6B
$770K 0.02%
5,600
– –
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
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 Q2 2018 Portfolio in Review

As of Q2 2018, Platinum Investment Management held 98 positions worth $4.23B, up 18% from $3.59B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Platinum Investment Management deployed $389M of net new capital in Q2 2018, opening 13 new positions and adding to 20 existing holdings. Its largest new stake was JOYY Inc: 531,860 shares worth $53.4M.

By sector, the portfolio is most concentrated in Communication Services at 23% of assets, up from 17% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the largest reduction was PayPal, an estimated $48M trimmed.

  • Platinum Investment Management's largest Q2 2018 buy was JOYY Inc: 531,860 shares worth $53.4M.
  • Platinum Investment Management added most to Meta Platforms (Facebook) in Q2 2018, an estimated $141M increase.
  • Platinum Investment Management's biggest Q2 2018 reduction was PayPal, cutting an estimated $48M.
  • Platinum Investment Management fully exited Coca-Cola in Q2 2018, selling an estimated $18.9M.
  • Platinum Investment Management's ten largest holdings make up 60% of its $4.23B portfolio in Q2 2018.
  • Platinum Investment Management opened 13 new positions and closed 8 in Q2 2018.
  • Platinum Investment Management's portfolio value rose 18% quarter-over-quarter to $4.23B.

Based on Platinum Investment Management's 13F filing for Q2 2018, filed 15 Aug 2018.