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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
+20.25%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$433M
AUM Growth
-$1.11B
Cap. Flow
-$1.24B
Cap. Flow %
-286.47%
Top 10 Hldgs %
36.58%
Holding
142
New
22
Increased
8
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$3.06M
2
MOD icon
Modine Manufacturing
MOD
+$2.6M
3
CAVA icon
CAVA Group
CAVA
+$2.09M
4
BSX icon
Boston Scientific
BSX
+$1.92M
5
GEV icon
GE Vernova
GEV
+$1.86M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
2
MU icon
Micron Technology
MU
+$102M
3
ICE icon
Intercontinental Exchange
ICE
+$88.3M
4
MRK icon
Merck
MRK
+$82.2M
5
LRCX icon
Lam Research
LRCX
+$80.8M

Sector Composition

Rank Sector Weight
1 Healthcare 28.55%
2 Consumer Discretionary 23.32%
3 Technology 14.42%
4 Industrials 11.53%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBX
76
MBX Biosciences
MBX
$3.19B
$1.38M 0.32%
43,597
-25,831
-37% -$627K
SHOP icon
77
Shopify
SHOP
$200B
$1.31M 0.3%
+8,161
New +$1.31M
BCYC
78
Bicycle Therapeutics
BCYC
$288M
$1.31M 0.3%
184,603
– –
STOK icon
79
Stoke Therapeutics
STOK
$2.08B
$1.3M 0.3%
40,815
+7,914
+24% +$238K
PSIX
80
Power Solutions International
PSIX
$992M
$1.14M 0.26%
+20,000
New +$1.43M
CPNG icon
81
Coupang
CPNG
$29.1B
$1.13M 0.26%
47,735
-11,019
-19% -$313K
BKNG icon
82
Booking.com
BKNG
$160B
$1.07M 0.25%
5,000
– –
DFTX
83
Definium Therapeutics
DFTX
$5.99B
$937K 0.22%
+70,000
New +$866K
JD icon
84
JD.com
JD
$45.2B
$885K 0.2%
30,853
-6,217
-17% -$194K
ARVN icon
85
Arvinas
ARVN
$588M
$860K 0.2%
72,527
-14,403
-17% -$157K
ABSI icon
86
Absci
ABSI
$1.53B
$830K 0.19%
+237,764
New +$866K
BABA icon
87
Alibaba
BABA
$317B
$782K 0.18%
5,333
-7,773
-59% -$1.27M
MGTX icon
88
MeiraGTx Holdings
MGTX
$1.21B
$747K 0.17%
93,922
-33,612
-26% -$279K
AURA icon
89
Aura Biosciences
AURA
$796M
$610K 0.14%
111,865
-23,537
-17% -$140K
CDXS icon
90
Codexis
CDXS
$161M
$431K 0.1%
264,464
– –
MICC
91
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$347K 0.08%
+21,682
New +$340K
PONY
92
Pony AI Inc
PONY
$3.68B
$240K 0.06%
+16,552
New +$275K
INTC icon
93
Intel
INTC
$492B
$201K 0.05%
5,453
-38,970
-88% -$1.47M
PBR.A icon
94
Petrobras Class A
PBR.A
$106B
$182K 0.04%
16,148
-56,256
-78% -$649K
SKYE icon
95
Skye Bioscience
SKYE
$18.7M
$175K 0.04%
233,095
– –
BCC icon
96
Boise Cascade
BCC
$2.96B
$103K 0.02%
1,403
-3,607
-72% -$263K
LBRDK icon
97
Liberty Broadband Class C
LBRDK
$5.18B
$100K 0.02%
2,060
-5,226
-72% -$272K
JAZZ icon
98
Jazz Pharmaceuticals
JAZZ
$16.7B
$76.8K 0.02%
452
-1,745
-79% -$268K
OMF icon
99
OneMain Financial
OMF
$7.27B
$73.7K 0.02%
1,091
-3,656
-77% -$222K
GT icon
100
Goodyear
GT
$1.74B
$72.2K 0.02%
8,244
-25,670
-76% -$202K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Investment Management held 142 positions worth $433M, down 72% from $1.55B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Platinum Investment Management withdrew a net $1.24B in Q4 2025, closing 18 positions and reducing 84 holdings. Its most notable exit was Flutter Entertainment, an estimated $5.92M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Platinum Investment Management opened a new position in Caterpillar worth $3.15M.

  • Platinum Investment Management's largest Q4 2025 buy was Caterpillar: 5,500 shares worth $3.15M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q4 2025, an estimated $1.18M increase.
  • Platinum Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $104M.
  • Platinum Investment Management fully exited Flutter Entertainment in Q4 2025, selling an estimated $5.92M.
  • Platinum Investment Management's ten largest holdings make up 37% of its $433M portfolio in Q4 2025.
  • Platinum Investment Management opened 22 new positions and closed 18 in Q4 2025.
  • Platinum Investment Management's portfolio value fell 72% quarter-over-quarter to $433M.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.