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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
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMVT icon
51
Immunovant
IMVT
$8.24B
$3.16M 0.2%
195,727
– –
COGT icon
52
Cogent Biosciences
COGT
$7.1B
$3.15M 0.2%
219,504
– –
NFLX icon
53
Netflix
NFLX
$318B
$3.06M 0.2%
25,520
-6,000
-19% -$732K
MA icon
54
Mastercard
MA
$493B
$2.94M 0.19%
5,169
+1,455
+39% +$836K
VRT icon
55
Vertiv
VRT
$104B
$2.89M 0.19%
19,132
+9,593
+101% +$1.28M
KLAC icon
56
KLA
KLAC
$252B
$2.76M 0.18%
25,620
+12,840
+100% +$1.2M
MRUS
57
DELISTED
Merus
MRUS
$2.73M 0.18%
29,018
-15,922
-35% -$1.04M
PRQR icon
58
ProQR Therapeutics
PRQR
$255M
$2.63M 0.17%
1,235,514
-215,455
-15% -$471K
ANET icon
59
Arista Networks
ANET
$242B
$2.51M 0.16%
17,245
+8,582
+99% +$1.11M
APH icon
60
Amphenol
APH
$207B
$2.5M 0.16%
20,171
-2,762
-12% -$303K
BABA icon
61
Alibaba
BABA
$317B
$2.34M 0.15%
13,106
-1,306
-9% -$171K
IDXX icon
62
Idexx Laboratories
IDXX
$46.9B
$2.24M 0.14%
3,500
– –
ISRG icon
63
Intuitive Surgical
ISRG
$139B
$2.17M 0.14%
4,846
+4,457
+1,146% +$2.14M
TEL icon
64
TE Connectivity
TEL
$62B
$2.15M 0.14%
+9,783
New +$1.96M
ZYME icon
65
Zymeworks
ZYME
$1.71B
$2.13M 0.14%
124,784
-113,607
-48% -$1.63M
RCUS icon
66
Arcus Biosciences
RCUS
$3.66B
$2.09M 0.14%
153,783
– –
GOSS icon
67
Gossamer Bio
GOSS
$86.1M
$2.01M 0.13%
764,165
-619,698
-45% -$1.37M
WVE icon
68
Wave Life Sciences
WVE
$1.2B
$1.96M 0.13%
267,794
-87,559
-25% -$708K
CPNG icon
69
Coupang
CPNG
$29.1B
$1.89M 0.12%
58,754
+13,213
+29% +$399K
DRUG
70
Bright Minds Biosciences
DRUG
$793M
$1.72M 0.11%
28,308
– –
BNTX icon
71
BioNTech
BNTX
$23.3B
$1.67M 0.11%
16,902
+2,039
+14% +$218K
CDNS icon
72
Cadence Design Systems
CDNS
$91.4B
$1.59M 0.1%
4,535
-3,762
-45% -$1.29M
NOW icon
73
ServiceNow
NOW
$132B
$1.54M 0.1%
8,385
+2,640
+46% +$493K
WING icon
74
Wingstop
WING
$3.2B
$1.51M 0.1%
6,000
– –
INTC icon
75
Intel
INTC
$492B
$1.49M 0.1%
44,423
+8,655
+24% +$210K
1 2
3
4 5

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VC
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IVLAV
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GPC
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BA
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FI
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HBFP
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Platinum Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.