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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
+10.04%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$2.21B
AUM Growth
-$263M
Cap. Flow
-$363M
Cap. Flow %
-16.42%
Top 10 Hldgs %
64.67%
Holding
148
New
14
Increased
20
Reduced
67
Closed
26

Top Buys

Rank Stock Value
1
NICE icon
Nice
NICE
+$48.4M
2
PDD icon
Pinduoduo
PDD
+$27.7M
3
LW icon
Lamb Weston
LW
+$22.3M
4
BIRK icon
Birkenstock
BIRK
+$4.9M
5
AS icon
Amer Sports
AS
+$3.84M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$101M
2
MU icon
Micron Technology
MU
+$72.7M
3
TCOM icon
Trip.com Group
TCOM
+$55.7M
4
MCHP icon
Microchip Technology
MCHP
+$51.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$38M

Sector Composition

Rank Sector Weight
1 Financials 17.55%
2 Industrials 17.45%
3 Energy 14.94%
4 Consumer Discretionary 14.75%
5 Technology 14.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
51
Veeva Systems
VEEV
$38.1B
$3.59M 0.16%
17,119
+1,632
+11% +$323K
GOSS icon
52
Gossamer Bio
GOSS
$86.1M
$3.48M 0.16%
3,524,908
– –
LBPH
53
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
$3.46M 0.16%
103,858
-10,189
-9% -$351K
MRUS
54
DELISTED
Merus
MRUS
$3.45M 0.16%
69,085
-4,637
-6% -$242K
ORCL icon
55
Oracle
ORCL
$435B
$3.43M 0.16%
20,151
-1,611
-7% -$233K
ADBE icon
56
Adobe
ADBE
$109B
$3.28M 0.15%
6,335
-854
-12% -$468K
NFLX icon
57
Netflix
NFLX
$318B
$3.14M 0.14%
44,210
-22,270
-33% -$1.49M
QTTB icon
58
Q32 Bio
QTTB
$466M
$2.98M 0.13%
66,801
-22,655
-25% -$832K
TRMD icon
59
TORM
TRMD
$2.99B
$2.71M 0.12%
79,199
-626
-0.8% -$23K
TXN icon
60
Texas Instruments
TXN
$256B
$2.54M 0.12%
12,297
+3,482
+40% +$700K
ANAB icon
61
AnaptysBio
ANAB
$1.64B
$2.52M 0.11%
75,292
-7,109
-9% -$243K
GPCR icon
62
Structure Therapeutics
GPCR
$3.82B
$2.51M 0.11%
57,230
– –
RCUS icon
63
Arcus Biosciences
RCUS
$3.66B
$2.35M 0.11%
153,783
– –
IMTX icon
64
Immatics
IMTX
$1.33B
$2.32M 0.11%
203,614
– –
AMAT icon
65
Applied Materials
AMAT
$415B
$2.28M 0.1%
11,271
-1,345
-11% -$276K
LRCX icon
66
Lam Research
LRCX
$383B
$2.22M 0.1%
27,250
+200
+0.7% +$17.4K
ADI icon
67
Analog Devices
ADI
$187B
$1.91M 0.09%
8,314
-882
-10% -$199K
SKYE icon
68
Skye Bioscience
SKYE
$18.7M
$1.9M 0.09%
+485,199
New +$2.72M
ESPR
69
DELISTED
Esperion Therapeutics
ESPR
$1.8M 0.08%
1,092,862
-103,664
-9% -$209K
ABSI icon
70
Absci
ABSI
$1.53B
$1.75M 0.08%
457,403
-73,279
-14% -$291K
ARWR icon
71
Arrowhead Research
ARWR
$12.5B
$1.71M 0.08%
88,425
– –
COGT icon
72
Cogent Biosciences
COGT
$7.1B
$1.7M 0.08%
157,851
– –
MBLY icon
73
Mobileye
MBLY
$2.21B
$1.53M 0.07%
111,659
-1,145,484
-91% -$20.1M
AURA icon
74
Aura Biosciences
AURA
$796M
$1.45M 0.07%
162,358
– –
RXRX icon
75
Recursion Pharmaceuticals
RXRX
$1.76B
$1.23M 0.06%
186,082
-209,591
-53% -$1.5M
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 2024 Portfolio in Review

As of Q3 2024, Platinum Investment Management held 148 positions worth $2.21B, down 11% from $2.47B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management withdrew a net $363M in Q3 2024, closing 26 positions and reducing 67 holdings. Its most notable exit was Moderna, an estimated $2.16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 12% a quarter earlier, followed by Industrials and Energy.

Against the trend, Platinum Investment Management opened a new position in Birkenstock worth $4.44M.

  • Platinum Investment Management's largest Q3 2024 buy was Birkenstock: 90,000 shares worth $4.44M.
  • Platinum Investment Management added most to Nice in Q3 2024, an estimated $48.4M increase.
  • Platinum Investment Management's biggest Q3 2024 reduction was Broadcom, cutting an estimated $101M.
  • Platinum Investment Management fully exited Moderna in Q3 2024, selling an estimated $2.16M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $2.21B portfolio in Q3 2024.
  • Platinum Investment Management opened 14 new positions and closed 26 in Q3 2024.
  • Platinum Investment Management's portfolio value fell 11% quarter-over-quarter to $2.21B.

Based on Platinum Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.