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
-4.38%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.4B
AUM Growth
-$889M
Cap. Flow
-$676M
Cap. Flow %
-19.9%
Top 10 Hldgs %
56.74%
Holding
79
New
1
Increased
13
Reduced
28
Closed
7

Top Buys

Rank Stock Value
1
FTI icon
TechnipFMC
FTI
+$116M
2
WUBA
58.com Inc
WUBA
+$33.9M
3
ORCL icon
Oracle
ORCL
+$26.4M
4
BIDU icon
Baidu
BIDU
+$25.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$18.9M

Top Sells

Rank Stock Value
1
SWC
Stillwater Mining Co
SWC
+$181M
2
PYPL icon
PayPal
PYPL
+$122M
3
MCD icon
McDonald's
MCD
+$115M
4
MTG icon
MGIC Investment
MTG
+$76.9M
5
BABA icon
Alibaba
BABA
+$64.5M

Sector Composition

Rank Sector Weight
1 Communication Services 20.82%
2 Technology 19.4%
3 Consumer Discretionary 15.83%
4 Industrials 10.91%
5 Energy 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WB icon
76
Weibo
WB
$1.95B
– –
-425,883
Closed -$21.4M
IMGN
77
DELISTED
Immunogen Inc
IMGN
– –
-90,600
Closed -$242K
BHI
78
DELISTED
Baker Hughes
BHI
– –
-43,400
Closed -$2.19M
1 2 3
4

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 2016 Portfolio in Review

As of Q4 2016, Platinum Investment Management held 79 positions worth $3.4B, down 21% from $4.29B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Platinum Investment Management withdrew a net $676M in Q4 2016, closing 7 positions and reducing 28 holdings. Its most notable exit was McDonald's, an estimated $115M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 21% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in Nebius Group N.V. worth $5.6M.

  • Platinum Investment Management's largest Q4 2016 buy was Nebius Group N.V.: 278,100 shares worth $5.6M.
  • Platinum Investment Management added most to TechnipFMC in Q4 2016, an estimated $116M increase.
  • Platinum Investment Management's biggest Q4 2016 reduction was Stillwater Mining Co, cutting an estimated $181M.
  • Platinum Investment Management fully exited McDonald's in Q4 2016, selling an estimated $115M.
  • Platinum Investment Management's ten largest holdings make up 57% of its $3.4B portfolio in Q4 2016.
  • Platinum Investment Management opened 1 new position and closed 7 in Q4 2016.
  • Platinum Investment Management's portfolio value fell 21% quarter-over-quarter to $3.4B.

Based on Platinum Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.