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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
-2.99%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.7B
AUM Growth
-$507M
Cap. Flow
-$382M
Cap. Flow %
-22.43%
Top 10 Hldgs %
66.15%
Holding
139
New
17
Increased
28
Reduced
53
Closed
24

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$25.8M
2
NICE icon
Nice
NICE
+$21M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.6M
5
SLB icon
SLB Ltd
SLB
+$13.6M

Top Sells

Rank Stock Value
1
CCJ icon
Cameco
CCJ
+$102M
2
ZTO icon
ZTO Express
ZTO
+$77M
3
PDD icon
Pinduoduo
PDD
+$68.4M
4
MCHP icon
Microchip Technology
MCHP
+$57.6M
5
TCOM icon
Trip.com Group
TCOM
+$51.3M

Sector Composition

Rank Sector Weight
1 Financials 19.1%
2 Technology 16.24%
3 Industrials 13.83%
4 Communication Services 13.45%
5 Energy 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
101
Dollar General
DG
$27.2B
$87.2K 0.01%
+1,150
New +$90.6K
OMF icon
102
OneMain Financial
OMF
$7.25B
$86.8K 0.01%
1,666
-347
-17% -$18K
HLF icon
103
Herbalife
HLF
$1.21B
$86.6K 0.01%
12,949
+532
+4% +$3.95K
FUTU icon
104
Futu Holdings
FUTU
$15.2B
$86.5K 0.01%
+1,081
New +$101K
KSS icon
105
Kohl's
KSS
$2.19B
$85.8K 0.01%
6,108
+1,436
+31% +$24.7K
GL icon
106
Globe Life
GL
$14.3B
$44.9K ﹤0.01%
+403
New +$43.5K
EC icon
107
Ecopetrol
EC
$35.5B
$44.4K ﹤0.01%
+5,602
New +$45.1K
MOMO
108
Hello Group
MOMO
$876M
$44.3K ﹤0.01%
5,747
-951
-14% -$6.76K
WBD icon
109
Warner Bros
WBD
$67.5B
$43.8K ﹤0.01%
4,140
-1,286
-24% -$11.9K
SMCI icon
110
Super Micro Computer
SMCI
$20.5B
$43.2K ﹤0.01%
+1,418
New +$51.5K
CORT icon
111
Corcept Therapeutics
CORT
$12.3B
$43.1K ﹤0.01%
856
-375
-30% -$19.6K
LU icon
112
Lufax Holding
LU
$1.51B
$42.9K ﹤0.01%
17,947
-2,711
-13% -$7.48K
JXN icon
113
Jackson Financial
JXN
$8.93B
$42.5K ﹤0.01%
488
-52
-10% -$5.08K
SOLV icon
114
Solventum
SOLV
$14.6B
$14.3K ﹤0.01%
217
– –
KD icon
115
Kyndryl
KD
$2.98B
$7.09K ﹤0.01%
205
– –
ADBE icon
116
Adobe
ADBE
$108B
– –
-6,335
Closed -$3.28M
ADI icon
117
Analog Devices
ADI
$189B
– –
-8,314
Closed -$1.91M
ALSN icon
118
Allison Transmission
ALSN
$10.1B
– –
-1,106
Closed -$106K
ANAB icon
119
AnaptysBio
ANAB
$1.65B
– –
-75,292
Closed -$2.52M
CRC icon
120
California Resources
CRC
$4.86B
– –
-1,892
Closed -$99.3K
CSCO icon
121
Cisco
CSCO
$489B
– –
-1,989
Closed -$106K
CTSH icon
122
Cognizant
CTSH
$26.3B
– –
-1,283
Closed -$99K
FDMT icon
123
4D Molecular Therapeutics
FDMT
$573M
– –
-100,863
Closed -$1.09M
FOXA icon
124
Fox Class A
FOXA
$26.6B
– –
-1,284
Closed -$54.4K
HBI
125
DELISTED
Hanesbrands
HBI
– –
-14,521
Closed -$107K
2 3 4
5
6

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LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
EH
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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 2024 Portfolio in Review

As of Q4 2024, Platinum Investment Management held 139 positions worth $1.7B, down 23% from $2.21B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Platinum Investment Management withdrew a net $382M in Q4 2024, closing 24 positions and reducing 53 holdings. Its most notable exit was Microchip Technology, an estimated $57.6M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Platinum Investment Management opened a new position in ProQR Therapeutics worth $4.08M.

  • Platinum Investment Management's largest Q4 2024 buy was ProQR Therapeutics: 1,538,247 shares worth $4.08M.
  • Platinum Investment Management added most to Broadcom in Q4 2024, an estimated $25.8M increase.
  • Platinum Investment Management's biggest Q4 2024 reduction was Cameco, cutting an estimated $102M.
  • Platinum Investment Management fully exited Microchip Technology in Q4 2024, selling an estimated $57.6M.
  • Platinum Investment Management's ten largest holdings make up 66% of its $1.7B portfolio in Q4 2024.
  • Platinum Investment Management opened 17 new positions and closed 24 in Q4 2024.
  • Platinum Investment Management's portfolio value fell 23% quarter-over-quarter to $1.7B.

Based on Platinum Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.