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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
+9.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$2.48B
AUM Growth
+$17.8M
Cap. Flow
-$127M
Cap. Flow %
-5.1%
Top 10 Hldgs %
64.83%
Holding
157
New
15
Increased
31
Reduced
63
Closed
18

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$126M
2
ZTO icon
ZTO Express
ZTO
+$60.1M
3
TRU icon
TransUnion
TRU
+$15.2M
4
MBLY icon
Mobileye
MBLY
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.67M

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$92.2M
2
SUZ icon
Suzano
SUZ
+$31.3M
3
ICVX
Icosavax, Inc. Common Stock
ICVX
+$21.8M
4
IDYA icon
IDEAYA Biosciences
IDYA
+$21.5M
5
XYZ
Block Inc
XYZ
+$21.3M

Sector Composition

Rank Sector Weight
1 Technology 19.71%
2 Energy 16.06%
3 Consumer Discretionary 15.49%
4 Industrials 14.8%
5 Financials 14.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANAB icon
76
AnaptysBio
ANAB
$1.64B
$1.49M 0.06%
+66,154
New +$1.57M
AMD icon
77
Advanced Micro Devices
AMD
$767B
$1.49M 0.06%
8,232
+1,394
+20% +$244K
ALLK
78
DELISTED
Allakos
ALLK
$1.48M 0.06%
1,172,061
+537,038
+85% +$834K
RYAAY icon
79
Ryanair
RYAAY
$30.9B
$1.46M 0.06%
25,000
– –
AURA icon
80
Aura Biosciences
AURA
$796M
$1.41M 0.06%
180,145
– –
ADI icon
81
Analog Devices
ADI
$187B
$1.38M 0.06%
6,965
-1,778
-20% -$342K
SRPT icon
82
Sarepta Therapeutics
SRPT
$1.81B
$1.33M 0.05%
10,275
– –
FDMT icon
83
4D Molecular Therapeutics
FDMT
$582M
$1.3M 0.05%
+40,767
New +$1.04M
COGT icon
84
Cogent Biosciences
COGT
$7.1B
$1.25M 0.05%
186,254
-289,380
-61% -$1.79M
CRM icon
85
Salesforce
CRM
$162B
$1.16M 0.05%
+3,862
New +$1.11M
CYTK icon
86
Cytokinetics
CYTK
$10.5B
$1.13M 0.05%
16,126
-3,012
-16% -$233K
QCOM icon
87
Qualcomm
QCOM
$170B
$1.12M 0.05%
6,636
-596
-8% -$92.1K
PRTA icon
88
Prothena Corp
PRTA
$468M
$1.03M 0.04%
41,508
– –
KURA icon
89
Kura Oncology
KURA
$874M
$998K 0.04%
+46,789
New +$910K
CNTG
90
DELISTED
Centogene N.V. Common Shares
CNTG
$842K 0.03%
1,186,102
-1,190,340
-50% -$1.13M
CDXS icon
91
Codexis
CDXS
$161M
$802K 0.03%
+229,667
New +$724K
CDNS icon
92
Cadence Design Systems
CDNS
$91.4B
$563K 0.02%
1,808
– –
SGMT icon
93
Sagimet Biosciences
SGMT
$591M
$491K 0.02%
90,633
-21,119
-19% -$152K
BPMC
94
DELISTED
Blueprint Medicines
BPMC
$476K 0.02%
5,018
– –
MTCH icon
95
Match Group
MTCH
$8.43B
$464K 0.02%
+12,780
New +$462K
BIIB icon
96
Biogen
BIIB
$30.6B
$461K 0.02%
2,140
-21,880
-91% -$5.12M
CNM icon
97
Core & Main
CNM
$8.67B
$406K 0.02%
+7,084
New +$324K
FCX icon
98
Freeport-McMoran
FCX
$98.7B
$382K 0.02%
8,124
+3,461
+74% +$140K
SUZ icon
99
Suzano
SUZ
$10B
$375K 0.02%
29,319
-2,780,681
-99% -$31.3M
ERO icon
100
Ero Copper
ERO
$3.81B
$362K 0.01%
18,738
+2,564
+16% +$42.3K
2 3
4
5 6

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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
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Platinum Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Platinum Investment Management held 157 positions worth $2.48B, up 0.72% from $2.46B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management withdrew a net $127M in Q1 2024, closing 18 positions and reducing 63 holdings. Its most notable exit was Icosavax, Inc. Common Stock, an estimated $21.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Energy and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in CoStar Group worth $4.83M.

  • Platinum Investment Management's largest Q1 2024 buy was CoStar Group: 50,000 shares worth $4.83M.
  • Platinum Investment Management added most to Broadcom in Q1 2024, an estimated $126M increase.
  • Platinum Investment Management's biggest Q1 2024 reduction was Pinduoduo, cutting an estimated $92.2M.
  • Platinum Investment Management fully exited Icosavax, Inc. Common Stock in Q1 2024, selling an estimated $21.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $2.48B portfolio in Q1 2024.
  • Platinum Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • Platinum Investment Management's portfolio value rose 0.72% quarter-over-quarter to $2.48B.

Based on Platinum Investment Management's 13F filing for Q1 2024, filed 13 May 2024.