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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
-4.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.73B
AUM Growth
+$23.4M
Cap. Flow
+$158M
Cap. Flow %
9.17%
Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$145M
2
MRK icon
Merck
MRK
+$96.7M
3
LRCX icon
Lam Research
LRCX
+$88.8M
4
ABBV icon
AbbVie
ABBV
+$81.3M
5
VAL icon
Valaris
VAL
+$61.6M

Top Sells

Rank Stock Value
1
NICE icon
Nice
NICE
+$68.8M
2
LW icon
Lamb Weston
LW
+$67M
3
ICE icon
Intercontinental Exchange
ICE
+$61.3M
4
PDD icon
Pinduoduo
PDD
+$45.2M
5
BAX icon
Baxter International
BAX
+$44M

Sector Composition

Rank Sector Weight
1 Financials 22.28%
2 Technology 16.49%
3 Energy 15.11%
4 Healthcare 14.95%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDXS icon
76
Codexis
CDXS
$161M
$851K 0.05%
316,383
+116,320
+58% +$451K
INTC icon
77
Intel
INTC
$492B
$809K 0.05%
35,620
+22,449
+170% +$491K
COGT icon
78
Cogent Biosciences
COGT
$7.1B
$802K 0.05%
133,910
-23,941
-15% -$188K
KURA icon
79
Kura Oncology
KURA
$874M
$505K 0.03%
76,533
– –
SKYE icon
80
Skye Bioscience
SKYE
$18.7M
$466K 0.03%
293,320
-140,726
-32% -$384K
LBRDK icon
81
Liberty Broadband Class C
LBRDK
$5.18B
$425K 0.02%
4,998
+3,251
+186% +$261K
TXN icon
82
Texas Instruments
TXN
$256B
$408K 0.02%
2,270
-8,723
-79% -$1.63M
ADI icon
83
Analog Devices
ADI
$187B
$388K 0.02%
+1,922
New +$415K
ANSS
84
DELISTED
Ansys
ANSS
$374K 0.02%
1,182
– –
DUOL icon
85
Duolingo
DUOL
$6.42B
$313K 0.02%
+1,007
New +$344K
DG icon
86
Dollar General
DG
$27B
$306K 0.02%
3,476
+2,326
+202% +$176K
FLG
87
Flagstar Bank National Association
FLG
$5.82B
$306K 0.02%
26,302
+16,792
+177% +$189K
UHS icon
88
Universal Health Services
UHS
$10.2B
$302K 0.02%
1,608
+1,120
+230% +$204K
CLB icon
89
Core Laboratories
CLB
$561M
$300K 0.02%
20,025
+14,927
+293% +$250K
SRE icon
90
Sempra
SRE
$55.1B
$297K 0.02%
4,159
+2,683
+182% +$209K
CI icon
91
Cigna
CI
$73.6B
$297K 0.02%
902
+586
+185% +$177K
CORT icon
92
Corcept Therapeutics
CORT
$12.3B
$297K 0.02%
2,598
+1,742
+204% +$106K
HCA icon
93
HCA Healthcare
HCA
$89.6B
$292K 0.02%
846
+554
+190% +$178K
NE icon
94
Noble Corp
NE
$6.95B
$291K 0.02%
12,268
+9,406
+329% +$269K
CVS icon
95
CVS Health
CVS
$122B
$291K 0.02%
4,291
+2,311
+117% +$138K
RH icon
96
RH
RH
$3.47B
$290K 0.02%
+1,238
New +$429K
KSS icon
97
Kohl's
KSS
$2.16B
$290K 0.02%
35,429
+29,321
+480% +$340K
OMF icon
98
OneMain Financial
OMF
$7.27B
$280K 0.02%
5,721
+4,055
+243% +$215K
TSN icon
99
Tyson Foods
TSN
$20.1B
$277K 0.02%
4,337
+2,814
+185% +$165K
GIS icon
100
General Mills
GIS
$19.9B
$271K 0.02%
+4,535
New +$272K
2 3
4
5 6

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VC
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IVLAV
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GPC
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BA
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FI
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HBFP
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Platinum Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Platinum Investment Management held 130 positions worth $1.73B, up 1.4% from $1.7B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management deployed $158M of net new capital in Q1 2025, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was UBS Group: 4,336,796 shares worth $132M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Intercontinental Exchange, an estimated $61.3M trimmed.

  • Platinum Investment Management's largest Q1 2025 buy was UBS Group: 4,336,796 shares worth $132M.
  • Platinum Investment Management added most to Lam Research in Q1 2025, an estimated $88.8M increase.
  • Platinum Investment Management's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $61.3M.
  • Platinum Investment Management fully exited Nice in Q1 2025, selling an estimated $68.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $1.73B portfolio in Q1 2025.
  • Platinum Investment Management opened 15 new positions and closed 15 in Q1 2025.
  • Platinum Investment Management's portfolio value rose 1.4% quarter-over-quarter to $1.73B.

Based on Platinum Investment Management's 13F filing for Q1 2025, filed 15 May 2025.