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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
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

Rank Sector Weight
1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
76
Amphenol
APH
$186B
$1.19M 0.3%
+9,440
New +$1.33M
BSX icon
77
Boston Scientific
BSX
$65.4B
$1.12M 0.28%
17,827
-1,727
-9% -$138K
CCCC icon
78
C4 Therapeutics
CCCC
$408M
$1.01M 0.26%
+384,766
New +$906K
GSAT icon
79
Globalstar
GSAT
$10.2B
$941K 0.24%
+14,168
New +$864K
BCYC
80
Bicycle Therapeutics
BCYC
$294M
$857K 0.22%
184,603
– –
JD icon
81
JD.com
JD
$40B
$847K 0.21%
28,650
-2,203
-7% -$62.3K
MGTX icon
82
MeiraGTx Holdings
MGTX
$1.15B
$813K 0.21%
93,922
– –
MOD icon
83
Modine Manufacturing
MOD
$12.2B
$787K 0.2%
3,633
-13,822
-79% -$2.6M
ARVN icon
84
Arvinas
ARVN
$517M
$769K 0.19%
72,527
– –
AURA icon
85
Aura Biosciences
AURA
$723M
$748K 0.19%
111,865
– –
ABSI icon
86
Absci
ABSI
$1.4B
$713K 0.18%
237,764
– –
BABA icon
87
Alibaba
BABA
$276B
$537K 0.14%
4,283
-1,050
-20% -$158K
CDXS icon
88
Codexis
CDXS
$204M
$431K 0.11%
264,464
– –
SKYE icon
89
Skye Bioscience
SKYE
$22.8M
$143K 0.04%
233,095
– –
ALSN icon
90
Allison Transmission
ALSN
$9.42B
– –
-632
Closed -$61.9K
AMZN icon
91
Amazon
AMZN
$2.66T
– –
-31,080
Closed -$7.17M
ANET icon
92
Arista Networks
ANET
$212B
– –
-12,456
Closed -$1.63M
BBY icon
93
Best Buy
BBY
$18B
– –
-853
Closed -$57.1K
BCC icon
94
Boise Cascade
BCC
$2.72B
– –
-1,403
Closed -$103K
CI icon
95
Cigna
CI
$74.5B
– –
-228
Closed -$62.8K
CLB icon
96
Core Laboratories
CLB
$523M
– –
-4,196
Closed -$67.3K
CPB icon
97
Campbell Soup
CPB
$6.58B
– –
-2,301
Closed -$64.1K
CPNG icon
98
Coupang
CPNG
$29.8B
– –
-47,735
Closed -$1.13M
CVS icon
99
CVS Health
CVS
$137B
– –
-830
Closed -$65.9K
DOW icon
100
Dow Inc
DOW
$21.6B
– –
-2,798
Closed -$65.4K
2 3
4
5 6

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GF
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LCG
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EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
NL
Navalign LLC Encino, California $396M AUM 14.35% 1-Year Est. Return
TPWA
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LSA
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LL
LPWM LLC Minneapolis, Minnesota $396M AUM 14.89% 1-Year Est. Return

Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.