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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
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

Rank Sector Weight
1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EC icon
101
Ecopetrol
EC
$33.1B
– –
-3,107
Closed -$31.1K
FUTU icon
102
Futu Holdings
FUTU
$13.3B
– –
-390
Closed -$64K
GIS icon
103
General Mills
GIS
$20.3B
– –
-1,302
Closed -$60.5K
GL icon
104
Globe Life
GL
$14.3B
– –
-245
Closed -$34.3K
GOSS icon
105
Gossamer Bio
GOSS
$83.2M
– –
-561,951
Closed -$1.74M
GT icon
106
Goodyear
GT
$2.1B
– –
-8,244
Closed -$72.2K
HLF icon
107
Herbalife
HLF
$1.24B
– –
-3,783
Closed -$48.8K
HPQ icon
108
HP
HPQ
$22.7B
– –
-2,669
Closed -$59.5K
HUN icon
109
Huntsman Corp
HUN
$2.07B
– –
-6,761
Closed -$67.6K
INTC icon
110
Intel
INTC
$478B
– –
-5,453
Closed -$201K
JAZZ icon
111
Jazz Pharmaceuticals
JAZZ
$15.5B
– –
-452
Closed -$76.8K
JXN icon
112
Jackson Financial
JXN
$8.76B
– –
-342
Closed -$36.5K
LBRDK icon
113
Liberty Broadband Class C
LBRDK
$4.43B
– –
-2,060
Closed -$100K
LYB icon
114
LyondellBasell Industries
LYB
$19.1B
– –
-1,378
Closed -$59.7K
MOMO
115
Hello Group
MOMO
$886M
– –
-4,047
Closed -$26.5K
MTDR icon
116
Matador Resources
MTDR
$6.68B
– –
-1,573
Closed -$66.8K
NE icon
117
Noble Corp
NE
$6.62B
– –
-1,965
Closed -$55.5K
OMF icon
118
OneMain Financial
OMF
$6.97B
– –
-1,091
Closed -$73.7K
PBR.A icon
119
Petrobras Class A
PBR.A
$103B
– –
-16,148
Closed -$182K
SHOP icon
120
Shopify
SHOP
$160B
– –
-8,161
Closed -$1.31M
TGT icon
121
Target
TGT
$63.4B
– –
-673
Closed -$65.8K
UBER icon
122
Uber
UBER
$147B
– –
-63,217
Closed -$5.17M
UHS icon
123
Universal Health Services
UHS
$9.15B
– –
-285
Closed -$62.1K
UNH icon
124
UnitedHealth
UNH
$387B
– –
-201
Closed -$66.4K
VIST icon
125
Vista Energy
VIST
$7.13B
– –
-1,370
Closed -$66.7K
2 3 4
5
6

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EH
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RH
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NL
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TPWA
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Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.