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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
-4.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.73B
AUM Growth
+$23.4M
Cap. Flow
+$158M
Cap. Flow %
9.17%
Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$145M
2
MRK icon
Merck
MRK
+$96.7M
3
LRCX icon
Lam Research
LRCX
+$88.8M
4
ABBV icon
AbbVie
ABBV
+$81.3M
5
VAL icon
Valaris
VAL
+$61.6M

Top Sells

Rank Stock Value
1
NICE icon
Nice
NICE
+$68.8M
2
LW icon
Lamb Weston
LW
+$67M
3
ICE icon
Intercontinental Exchange
ICE
+$61.3M
4
PDD icon
Pinduoduo
PDD
+$45.2M
5
BAX icon
Baxter International
BAX
+$44M

Sector Composition

Rank Sector Weight
1 Financials 22.28%
2 Technology 16.49%
3 Energy 15.11%
4 Healthcare 14.95%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WHR icon
101
Whirlpool
WHR
$2.75B
$271K 0.02%
3,005
+2,229
+287% +$236K
BWA icon
102
BorgWarner
BWA
$14.1B
$260K 0.02%
9,092
+6,342
+231% +$192K
TGT icon
103
Target
TGT
$69B
$258K 0.02%
+2,474
New +$309K
JAZZ icon
104
Jazz Pharmaceuticals
JAZZ
$16.7B
$257K 0.01%
2,068
+1,348
+187% +$176K
FUTU icon
105
Futu Holdings
FUTU
$15.2B
$247K 0.01%
2,410
+1,329
+123% +$136K
RDDT icon
106
Reddit
RDDT
$30.5B
$234K 0.01%
+2,227
New +$368K
EC icon
107
Ecopetrol
EC
$35.1B
$154K 0.01%
14,711
+9,109
+163% +$87K
GL icon
108
Globe Life
GL
$14.2B
$149K 0.01%
1,134
+731
+181% +$89.4K
WBD icon
109
Warner Bros
WBD
$67.4B
$141K 0.01%
13,185
+9,045
+218% +$94.6K
HLF icon
110
Herbalife
HLF
$1.21B
$140K 0.01%
16,214
+3,265
+25% +$23.2K
JXN icon
111
Jackson Financial
JXN
$8.83B
$135K 0.01%
1,617
+1,129
+231% +$100K
LU icon
112
Lufax Holding
LU
$1.44B
$134K 0.01%
45,211
+27,264
+152% +$75.6K
MOMO
113
Hello Group
MOMO
$870M
$117K 0.01%
18,490
+12,743
+222% +$92.1K
SOLV icon
114
Solventum
SOLV
$14.5B
$16.5K ﹤0.01%
217
– –
KD icon
115
Kyndryl
KD
$2.97B
$6.44K ﹤0.01%
205
– –
AAPL icon
116
Apple
AAPL
$4.5T
– –
-17,500
Closed -$4.38M
ABSI icon
117
Absci
ABSI
$1.53B
– –
-551,188
Closed -$1.44M
ALLK
118
DELISTED
Allakos
ALLK
– –
-815,956
Closed -$987K
BAX icon
119
Baxter International
BAX
$14.4B
– –
-1,508,749
Closed -$44M
ESPR
120
DELISTED
Esperion Therapeutics
ESPR
– –
-840,052
Closed -$1.85M
ISRG icon
121
Intuitive Surgical
ISRG
$139B
– –
-1,455
Closed -$759K
LW icon
122
Lamb Weston
LW
$7.12B
– –
-1,002,213
Closed -$67M
NICE icon
123
Nice
NICE
$6.01B
– –
-405,309
Closed -$68.8M
PBR icon
124
Petrobras
PBR
$118B
– –
-2,175,491
Closed -$28M
PYPL icon
125
PayPal
PYPL
$50.5B
– –
-60,000
Closed -$5.12M
2 3 4
5
6

Similar funds

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
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Platinum Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Platinum Investment Management held 130 positions worth $1.73B, up 1.4% from $1.7B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management deployed $158M of net new capital in Q1 2025, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was UBS Group: 4,336,796 shares worth $132M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Intercontinental Exchange, an estimated $61.3M trimmed.

  • Platinum Investment Management's largest Q1 2025 buy was UBS Group: 4,336,796 shares worth $132M.
  • Platinum Investment Management added most to Lam Research in Q1 2025, an estimated $88.8M increase.
  • Platinum Investment Management's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $61.3M.
  • Platinum Investment Management fully exited Nice in Q1 2025, selling an estimated $68.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $1.73B portfolio in Q1 2025.
  • Platinum Investment Management opened 15 new positions and closed 15 in Q1 2025.
  • Platinum Investment Management's portfolio value rose 1.4% quarter-over-quarter to $1.73B.

Based on Platinum Investment Management's 13F filing for Q1 2025, filed 15 May 2025.