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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
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCYC
76
Bicycle Therapeutics
BCYC
$288M
$1.43M 0.09%
184,603
-100,778
-35% -$761K
BROS icon
77
Dutch Bros
BROS
$8.96B
$1.31M 0.08%
+25,000
New +$1.58M
JD icon
78
JD.com
JD
$45.2B
$1.3M 0.08%
37,070
-55,526
-60% -$1.81M
MBX
79
MBX Biosciences
MBX
$3.19B
$1.21M 0.08%
69,428
-43,315
-38% -$579K
GRAB icon
80
Grab
GRAB
$15B
$1.13M 0.07%
+188,091
New +$998K
BKNG icon
81
Booking.com
BKNG
$160B
$1.08M 0.07%
5,000
– –
MGTX icon
82
MeiraGTx Holdings
MGTX
$1.21B
$1.05M 0.07%
127,534
-80,774
-39% -$639K
RVMD icon
83
Revolution Medicines
RVMD
$44.4B
$961K 0.06%
+20,576
New +$806K
TERN
84
DELISTED
Terns Pharmaceuticals
TERN
$940K 0.06%
+125,156
New +$799K
SKYE icon
85
Skye Bioscience
SKYE
$18.7M
$916K 0.06%
233,095
-60,225
-21% -$227K
PLTR icon
86
Palantir
PLTR
$421B
$856K 0.06%
+4,694
New +$761K
PBR.A icon
87
Petrobras Class A
PBR.A
$106B
$856K 0.06%
72,404
-5,786
-7% -$66.9K
DRS icon
88
Leonardo DRS
DRS
$12B
$838K 0.05%
+18,462
New +$804K
AURA icon
89
Aura Biosciences
AURA
$796M
$837K 0.05%
135,402
– –
STOK icon
90
Stoke Therapeutics
STOK
$2.08B
$773K 0.05%
+32,901
New +$564K
ARVN icon
91
Arvinas
ARVN
$588M
$741K 0.05%
+86,930
New +$659K
CDXS icon
92
Codexis
CDXS
$161M
$645K 0.04%
264,464
-51,919
-16% -$142K
LBRDK icon
93
Liberty Broadband Class C
LBRDK
$5.18B
$463K 0.03%
7,286
+3,339
+85% +$233K
BCC icon
94
Boise Cascade
BCC
$2.96B
$387K 0.03%
5,010
+712
+17% +$61K
UHS icon
95
Universal Health Services
UHS
$10.5B
$314K 0.02%
1,534
+137
+10% +$24.6K
BBY icon
96
Best Buy
BBY
$17.4B
$305K 0.02%
+4,032
New +$289K
SRE icon
97
Sempra
SRE
$55.1B
$305K 0.02%
3,388
-285
-8% -$23.1K
CVS icon
98
CVS Health
CVS
$122B
$299K 0.02%
3,970
-321
-7% -$22K
CLB icon
99
Core Laboratories
CLB
$561M
$294K 0.02%
23,758
+889
+4% +$10.4K
TGT icon
100
Target
TGT
$69B
$293K 0.02%
3,269
+565
+21% +$55.6K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.