We are live on ! Find out more
PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
-4.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.73B
AUM Growth
+$23.4M
Cap. Flow
+$158M
Cap. Flow %
9.17%
Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$145M
2
MRK icon
Merck
MRK
+$96.7M
3
LRCX icon
Lam Research
LRCX
+$88.8M
4
ABBV icon
AbbVie
ABBV
+$81.3M
5
VAL icon
Valaris
VAL
+$61.6M

Top Sells

Rank Stock Value
1
NICE icon
Nice
NICE
+$68.8M
2
LW icon
Lamb Weston
LW
+$67M
3
ICE icon
Intercontinental Exchange
ICE
+$61.3M
4
PDD icon
Pinduoduo
PDD
+$45.2M
5
BAX icon
Baxter International
BAX
+$44M

Sector Composition

Rank Sector Weight
1 Financials 22.28%
2 Technology 16.49%
3 Energy 15.11%
4 Healthcare 14.95%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RXRX icon
51
Recursion Pharmaceuticals
RXRX
$1.76B
$2.09M 0.12%
395,954
-337,057
-46% -$2.46M
SWTX
52
DELISTED
SpringWorks Therapeutics
SWTX
$2.06M 0.12%
46,671
-224
-0.5% -$10.3K
PRQR icon
53
ProQR Therapeutics
PRQR
$255M
$2.05M 0.12%
1,538,247
– –
GOSS icon
54
Gossamer Bio
GOSS
$86.1M
$1.9M 0.11%
1,731,355
-1,448,940
-46% -$1.67M
ANET icon
55
Arista Networks
ANET
$242B
$1.68M 0.1%
+21,690
New +$2.2M
CDNS icon
56
Cadence Design Systems
CDNS
$91.4B
$1.61M 0.09%
6,337
+889
+16% +$247K
PTC icon
57
PTC
PTC
$16.4B
$1.52M 0.09%
9,808
+1,353
+16% +$233K
SNPS icon
58
Synopsys
SNPS
$78.8B
$1.42M 0.08%
3,317
– –
MGTX icon
59
MeiraGTx Holdings
MGTX
$1.21B
$1.41M 0.08%
208,308
-41,692
-17% -$280K
IMTX icon
60
Immatics
IMTX
$1.33B
$1.41M 0.08%
311,722
– –
ACIU icon
61
AC Immune
ACIU
$232M
$1.38M 0.08%
739,342
-212,727
-22% -$536K
MBX
62
MBX Biosciences
MBX
$3.19B
$1.37M 0.08%
185,932
+23,842
+15% +$252K
APH icon
63
Amphenol
APH
$207B
$1.35M 0.08%
20,632
+12,158
+143% +$829K
TRMD icon
64
TORM
TRMD
$2.99B
$1.31M 0.08%
80,000
-72,439
-48% -$1.4M
GPCR icon
65
Structure Therapeutics
GPCR
$3.82B
$1.3M 0.08%
74,900
– –
ARWR icon
66
Arrowhead Research
ARWR
$12.5B
$1.25M 0.07%
98,409
+9,984
+11% +$182K
AMAT icon
67
Applied Materials
AMAT
$415B
$1.25M 0.07%
8,620
+1,084
+14% +$182K
RCUS icon
68
Arcus Biosciences
RCUS
$3.66B
$1.21M 0.07%
153,783
– –
ADSK icon
69
Autodesk
ADSK
$54.1B
$1.14M 0.07%
4,336
– –
ADBE icon
70
Adobe
ADBE
$109B
$1.06M 0.06%
+2,769
New +$1.19M
DRUG
71
Bright Minds Biosciences
DRUG
$793M
$1.02M 0.06%
+28,308
New +$1.04M
CPNG icon
72
Coupang
CPNG
$29.1B
$999K 0.06%
45,541
+9,430
+26% +$219K
AURA icon
73
Aura Biosciences
AURA
$796M
$951K 0.06%
162,358
– –
PBR.A icon
74
Petrobras Class A
PBR.A
$106B
$929K 0.05%
+71,252
New +$895K
BKNG icon
75
Booking.com
BKNG
$160B
$921K 0.05%
5,000
– –
1 2
3
4 5

Similar funds

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
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Platinum Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Platinum Investment Management held 130 positions worth $1.73B, up 1.4% from $1.7B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management deployed $158M of net new capital in Q1 2025, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was UBS Group: 4,336,796 shares worth $132M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Intercontinental Exchange, an estimated $61.3M trimmed.

  • Platinum Investment Management's largest Q1 2025 buy was UBS Group: 4,336,796 shares worth $132M.
  • Platinum Investment Management added most to Lam Research in Q1 2025, an estimated $88.8M increase.
  • Platinum Investment Management's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $61.3M.
  • Platinum Investment Management fully exited Nice in Q1 2025, selling an estimated $68.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $1.73B portfolio in Q1 2025.
  • Platinum Investment Management opened 15 new positions and closed 15 in Q1 2025.
  • Platinum Investment Management's portfolio value rose 1.4% quarter-over-quarter to $1.73B.

Based on Platinum Investment Management's 13F filing for Q1 2025, filed 15 May 2025.