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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
+14.58%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.5B
AUM Growth
-$222M
Cap. Flow
-$386M
Cap. Flow %
-25.65%
Top 10 Hldgs %
51.88%
Holding
131
New
16
Increased
28
Reduced
47
Closed
16

Top Buys

Rank Stock Value
1
RCI icon
Rogers Communications
RCI
+$68.8M
2
ADBE icon
Adobe
ADBE
+$68.6M
3
YUM icon
Yum! Brands
YUM
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$139M
2
SLB icon
SLB Ltd
SLB
+$88M
3
TRU icon
TransUnion
TRU
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

Sector Composition

Rank Sector Weight
1 Healthcare 22.58%
2 Technology 21.72%
3 Financials 16.54%
4 Communication Services 15.72%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBR.A icon
76
Petrobras Class A
PBR.A
$103B
$902K 0.06%
78,190
+6,938
+10% +$77.3K
ANET icon
77
Arista Networks
ANET
$238B
$886K 0.06%
8,663
-13,027
-60% -$1.13M
ADI icon
78
Analog Devices
ADI
$190B
$857K 0.06%
3,600
+1,678
+87% +$349K
AURA icon
79
Aura Biosciences
AURA
$826M
$848K 0.06%
135,402
-26,956
-17% -$158K
INTC icon
80
Intel
INTC
$513B
$801K 0.05%
35,768
+148
+0.4% +$3.07K
CDXS icon
81
Codexis
CDXS
$158M
$772K 0.05%
316,383
– –
DRUG
82
Bright Minds Biosciences
DRUG
$778M
$739K 0.05%
28,308
– –
MCHP icon
83
Microchip Technology
MCHP
$46B
$654K 0.04%
+9,296
New +$511K
ANSS
84
DELISTED
Ansys
ANSS
$415K 0.03%
1,182
– –
LBRDK icon
85
Liberty Broadband Class C
LBRDK
$5.15B
$388K 0.03%
3,947
-1,051
-21% -$94.2K
BCC icon
86
Boise Cascade
BCC
$3.02B
$373K 0.02%
+4,298
New +$390K
RDDT icon
87
Reddit
RDDT
$31.1B
$350K 0.02%
2,322
+95
+4% +$10.8K
WHR icon
88
Whirlpool
WHR
$2.82B
$342K 0.02%
3,368
+363
+12% +$30.2K
FUTU icon
89
Futu Holdings
FUTU
$15.3B
$324K 0.02%
2,624
+214
+9% +$21.9K
CVS icon
90
CVS Health
CVS
$122B
$296K 0.02%
4,291
– –
OMF icon
91
OneMain Financial
OMF
$7.47B
$291K 0.02%
5,104
-617
-11% -$30.8K
NE icon
92
Noble Corp
NE
$6.51B
$289K 0.02%
10,878
-1,390
-11% -$33.4K
UNH icon
93
UnitedHealth
UNH
$370B
$286K 0.02%
+917
New +$350K
RH icon
94
RH
RH
$3.71B
$280K 0.02%
1,481
+243
+20% +$45.1K
SRE icon
95
Sempra
SRE
$54.8B
$278K 0.02%
3,673
-486
-12% -$36.1K
CI icon
96
Cigna
CI
$74.6B
$268K 0.02%
810
-92
-10% -$29.7K
TGT icon
97
Target
TGT
$68B
$267K 0.02%
2,704
+230
+9% +$22.1K
KSS icon
98
Kohl's
KSS
$2.19B
$264K 0.02%
31,136
-4,293
-12% -$33K
CLB icon
99
Core Laboratories
CLB
$521M
$263K 0.02%
22,869
+2,844
+14% +$33.7K
TKR icon
100
Timken Company
TKR
$9.03B
$262K 0.02%
+3,617
New +$246K
2 3
4
5 6

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 Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Investment Management held 131 positions worth $1.5B, down 13% from $1.73B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $386M in Q2 2025, closing 16 positions and reducing 47 holdings. Its most notable exit was SLB Ltd, an estimated $88M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Rogers Communications worth $77.7M.

  • Platinum Investment Management's largest Q2 2025 buy was Rogers Communications: 2,624,304 shares worth $77.7M.
  • Platinum Investment Management added most to Adobe in Q2 2025, an estimated $68.6M increase.
  • Platinum Investment Management's biggest Q2 2025 reduction was ZTO Express, cutting an estimated $139M.
  • Platinum Investment Management fully exited SLB Ltd in Q2 2025, selling an estimated $88M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.5B portfolio in Q2 2025.
  • Platinum Investment Management opened 16 new positions and closed 16 in Q2 2025.
  • Platinum Investment Management's portfolio value fell 13% quarter-over-quarter to $1.5B.

Based on Platinum Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.