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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
+20.25%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$433M
AUM Growth
-$1.11B
Cap. Flow
-$1.24B
Cap. Flow %
-286.47%
Top 10 Hldgs %
36.58%
Holding
142
New
22
Increased
8
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$3.06M
2
MOD icon
Modine Manufacturing
MOD
+$2.6M
3
CAVA icon
CAVA Group
CAVA
+$2.09M
4
BSX icon
Boston Scientific
BSX
+$1.92M
5
GEV icon
GE Vernova
GEV
+$1.86M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
2
MU icon
Micron Technology
MU
+$102M
3
ICE icon
Intercontinental Exchange
ICE
+$88.3M
4
MRK icon
Merck
MRK
+$82.2M
5
LRCX icon
Lam Research
LRCX
+$80.8M

Sector Composition

Rank Sector Weight
1 Healthcare 28.55%
2 Consumer Discretionary 23.32%
3 Technology 14.42%
4 Industrials 11.53%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
51
Mastercard
MA
$493B
$3.25M 0.75%
5,689
+520
+10% +$291K
RCUS icon
52
Arcus Biosciences
RCUS
$3.65B
$3.2M 0.74%
134,217
-19,566
-13% -$399K
ELF icon
53
e.l.f. Beauty
ELF
$5.62B
$3.19M 0.74%
42,000
+12,000
+40% +$1.18M
CAT icon
54
Caterpillar
CAT
$385B
$3.15M 0.73%
+5,500
New +$3.06M
ZYME icon
55
Zymeworks
ZYME
$1.72B
$2.77M 0.64%
105,184
-19,600
-16% -$428K
ISRG icon
56
Intuitive Surgical
ISRG
$139B
$2.74M 0.63%
4,846
– –
PRQR icon
57
ProQR Therapeutics
PRQR
$255M
$2.5M 0.58%
1,235,514
– –
VEEV icon
58
Veeva Systems
VEEV
$38.1B
$2.48M 0.57%
11,110
– –
KLAC icon
59
KLA
KLAC
$252B
$2.48M 0.57%
20,390
-5,230
-20% -$613K
MOD icon
60
Modine Manufacturing
MOD
$10.2B
$2.33M 0.54%
+17,455
New +$2.6M
VAL icon
61
Valaris
VAL
$5.94B
$2.32M 0.54%
45,956
-918,767
-95% -$49.3M
BROS icon
62
Dutch Bros
BROS
$8.96B
$2.3M 0.53%
37,500
+12,500
+50% +$710K
CAVA icon
63
CAVA Group
CAVA
$7.18B
$2.2M 0.51%
+37,500
New +$2.09M
IDXX icon
64
Idexx Laboratories
IDXX
$46.9B
$2.03M 0.47%
3,000
-500
-14% -$341K
GEV icon
65
GE Vernova
GEV
$264B
$1.99M 0.46%
+3,047
New +$1.86M
VRT icon
66
Vertiv
VRT
$104B
$1.95M 0.45%
12,045
-7,087
-37% -$1.23M
WING icon
67
Wingstop
WING
$3.2B
$1.91M 0.44%
8,000
+2,000
+33% +$495K
BSX icon
68
Boston Scientific
BSX
$73.1B
$1.86M 0.43%
+19,554
New +$1.92M
GOSS icon
69
Gossamer Bio
GOSS
$85M
$1.74M 0.4%
561,951
-202,214
-26% -$577K
DRUG
70
Bright Minds Biosciences
DRUG
$789M
$1.7M 0.39%
21,730
-6,578
-23% -$440K
MSI icon
71
Motorola Solutions
MSI
$76.5B
$1.64M 0.38%
+4,275
New +$1.72M
ANET icon
72
Arista Networks
ANET
$241B
$1.63M 0.38%
12,456
-4,789
-28% -$659K
PALI icon
73
Palisade Bio
PALI
$365M
$1.56M 0.36%
+664,087
New +$1.28M
AMD icon
74
Advanced Micro Devices
AMD
$767B
$1.54M 0.36%
+7,210
New +$1.62M
RVMD icon
75
Revolution Medicines
RVMD
$44.4B
$1.49M 0.34%
18,652
-1,924
-9% -$126K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Investment Management held 142 positions worth $433M, down 72% from $1.55B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Platinum Investment Management withdrew a net $1.24B in Q4 2025, closing 18 positions and reducing 84 holdings. Its most notable exit was Flutter Entertainment, an estimated $5.92M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Platinum Investment Management opened a new position in Caterpillar worth $3.15M.

  • Platinum Investment Management's largest Q4 2025 buy was Caterpillar: 5,500 shares worth $3.15M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q4 2025, an estimated $1.18M increase.
  • Platinum Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $104M.
  • Platinum Investment Management fully exited Flutter Entertainment in Q4 2025, selling an estimated $5.92M.
  • Platinum Investment Management's ten largest holdings make up 37% of its $433M portfolio in Q4 2025.
  • Platinum Investment Management opened 22 new positions and closed 18 in Q4 2025.
  • Platinum Investment Management's portfolio value fell 72% quarter-over-quarter to $433M.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.