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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
+15.38%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.96B
AUM Growth
+$274M
Cap. Flow
-$225M
Cap. Flow %
-5.68%
Top 10 Hldgs %
62.42%
Holding
80
New
7
Increased
13
Reduced
18
Closed
5

Top Buys

Rank Stock Value
1
BTU icon
Peabody Energy
BTU
+$73.7M
2
BABA icon
Alibaba
BABA
+$61.8M
3
EFX icon
Equifax
EFX
+$61.4M
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$42M
5
SLB icon
SLB Ltd
SLB
+$36.9M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$190M
2
EBAY icon
eBay
EBAY
+$53.3M
3
INTC icon
Intel
INTC
+$52.2M
4
CSCO icon
Cisco
CSCO
+$48.6M
5
SINA
Sina Corp
SINA
+$45.4M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.18%
2 Communication Services 15.76%
3 Energy 11.12%
4 Technology 10.98%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATHM icon
76
Autohome
ATHM
$2.62B
– –
-7,000
Closed -$317K
FMX icon
77
Fomento Económico Mexicano
FMX
$41.6B
– –
-175,200
Closed -$17.2M
QCOM icon
78
Qualcomm
QCOM
$168B
– –
-6,000
Closed -$331K
TWTR
79
PUT
DELISTED
Twitter, Inc.
TWTR
– –
-2,900
Closed -$30K
TIF
80
DELISTED
Tiffany & Co.
TIF
– –
-141,500
Closed -$13.3M
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
STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
CF
Cypress Funds Los Angeles, California $398M AUM 8.77% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 1-Year Est. Return

Platinum Investment Management's Q3 2017 Portfolio in Review

As of Q3 2017, Platinum Investment Management held 80 positions worth $3.96B, up 7.5% from $3.68B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Platinum Investment Management withdrew a net $225M in Q3 2017, closing 5 positions and reducing 18 holdings. Its most notable exit was Fomento Económico Mexicano, an estimated $17.2M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, up from 19% a quarter earlier, followed by Communication Services and Energy.

Against the trend, Platinum Investment Management opened a new position in Peabody Energy worth $75.8M.

  • Platinum Investment Management's largest Q3 2017 buy was Peabody Energy: 2,611,699 shares worth $75.8M.
  • Platinum Investment Management added most to Alibaba in Q3 2017, an estimated $61.8M increase.
  • Platinum Investment Management's biggest Q3 2017 reduction was Baidu, cutting an estimated $190M.
  • Platinum Investment Management fully exited Fomento Económico Mexicano in Q3 2017, selling an estimated $17.2M.
  • Platinum Investment Management's ten largest holdings make up 62% of its $3.96B portfolio in Q3 2017.
  • Platinum Investment Management opened 7 new positions and closed 5 in Q3 2017.
  • Platinum Investment Management's portfolio value rose 7.5% quarter-over-quarter to $3.96B.

Based on Platinum Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.