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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
+14.58%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.5B
AUM Growth
-$222M
Cap. Flow
-$386M
Cap. Flow %
-25.65%
Top 10 Hldgs %
51.88%
Holding
131
New
16
Increased
28
Reduced
47
Closed
16

Top Buys

Rank Stock Value
1
RCI icon
Rogers Communications
RCI
+$68.8M
2
ADBE icon
Adobe
ADBE
+$68.6M
3
YUM icon
Yum! Brands
YUM
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$139M
2
SLB icon
SLB Ltd
SLB
+$88M
3
TRU icon
TransUnion
TRU
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

Sector Composition

Rank Sector Weight
1 Healthcare 22.58%
2 Technology 21.72%
3 Financials 16.54%
4 Communication Services 15.72%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GT icon
101
Goodyear
GT
$1.85B
$260K 0.02%
+25,072
New +$265K
UHS icon
102
Universal Health Services
UHS
$10.5B
$253K 0.02%
1,397
-211
-13% -$38.1K
JAZZ icon
103
Jazz Pharmaceuticals
JAZZ
$16.7B
$250K 0.02%
2,355
+287
+14% +$31.2K
TSN icon
104
Tyson Foods
TSN
$20.4B
$243K 0.02%
4,337
– –
GIS icon
105
General Mills
GIS
$19.7B
$235K 0.02%
4,535
– –
ISRG icon
106
Intuitive Surgical
ISRG
$134B
$211K 0.01%
+389
New +$203K
MOMO
107
Hello Group
MOMO
$866M
$156K 0.01%
18,490
– –
WBD icon
108
Warner Bros
WBD
$67.1B
$151K 0.01%
13,185
– –
CORT icon
109
Corcept Therapeutics
CORT
$12B
$145K 0.01%
1,970
-628
-24% -$45.5K
GL icon
110
Globe Life
GL
$14.3B
$141K 0.01%
1,134
– –
HLF icon
111
Herbalife
HLF
$1.29B
$140K 0.01%
16,214
– –
JXN icon
112
Jackson Financial
JXN
$8.8B
$139K 0.01%
1,564
-53
-3% -$4.29K
EC icon
113
Ecopetrol
EC
$34.5B
$130K 0.01%
14,711
– –
SOLV icon
114
Solventum
SOLV
$14.1B
$16.5K ﹤0.01%
217
– –
KD icon
115
Kyndryl
KD
$3.05B
$8.6K ﹤0.01%
205
– –
ACIU icon
116
AC Immune
ACIU
$240M
– –
-739,342
Closed -$1.38M
ADSK icon
117
Autodesk
ADSK
$52.6B
– –
-4,336
Closed -$1.14M
AMAT icon
118
Applied Materials
AMAT
$428B
– –
-8,620
Closed -$1.25M
BWA icon
119
BorgWarner
BWA
$13.9B
– –
-9,092
Closed -$260K
DG icon
120
Dollar General
DG
$27.9B
– –
-3,476
Closed -$306K
DUOL icon
121
Duolingo
DUOL
$6.12B
– –
-1,007
Closed -$313K
HCA icon
122
HCA Healthcare
HCA
$89.5B
– –
-846
Closed -$292K
IMTX icon
123
Immatics
IMTX
$1.32B
– –
-311,722
Closed -$1.41M
KURA icon
124
Kura Oncology
KURA
$850M
– –
-76,533
Closed -$505K
LU icon
125
Lufax Holding
LU
$1.3B
– –
-45,211
Closed -$134K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Investment Management held 131 positions worth $1.5B, down 13% from $1.73B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $386M in Q2 2025, closing 16 positions and reducing 47 holdings. Its most notable exit was SLB Ltd, an estimated $88M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Rogers Communications worth $77.7M.

  • Platinum Investment Management's largest Q2 2025 buy was Rogers Communications: 2,624,304 shares worth $77.7M.
  • Platinum Investment Management added most to Adobe in Q2 2025, an estimated $68.6M increase.
  • Platinum Investment Management's biggest Q2 2025 reduction was ZTO Express, cutting an estimated $139M.
  • Platinum Investment Management fully exited SLB Ltd in Q2 2025, selling an estimated $88M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.5B portfolio in Q2 2025.
  • Platinum Investment Management opened 16 new positions and closed 16 in Q2 2025.
  • Platinum Investment Management's portfolio value fell 13% quarter-over-quarter to $1.5B.

Based on Platinum Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.