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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
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAZZ icon
101
Jazz Pharmaceuticals
JAZZ
$16.7B
$290K 0.02%
2,197
-158
-7% -$19K
UNH icon
102
UnitedHealth
UNH
$371B
$288K 0.02%
834
-83
-9% -$25.1K
CI icon
103
Cigna
CI
$73.6B
$287K 0.02%
996
+186
+23% +$55K
TSN icon
104
Tyson Foods
TSN
$20.1B
$279K 0.02%
5,138
+801
+18% +$44.2K
GIS icon
105
General Mills
GIS
$19.9B
$277K 0.02%
5,493
+958
+21% +$48K
FUTU icon
106
Futu Holdings
FUTU
$15.2B
$275K 0.02%
1,582
-1,042
-40% -$173K
TKR icon
107
Timken Company
TKR
$8.77B
$272K 0.02%
3,617
– –
NE icon
108
Noble Corp
NE
$6.95B
$270K 0.02%
9,547
-1,331
-12% -$37.7K
OMF icon
109
OneMain Financial
OMF
$7.27B
$268K 0.02%
4,747
-357
-7% -$21.1K
WHR icon
110
Whirlpool
WHR
$2.75B
$258K 0.02%
3,288
-80
-2% -$7.34K
GT icon
111
Goodyear
GT
$1.74B
$254K 0.02%
33,914
+8,842
+35% +$83.1K
KSS icon
112
Kohl's
KSS
$2.16B
$251K 0.02%
16,332
-14,804
-48% -$197K
WBD icon
113
Warner Bros
WBD
$67.4B
$152K 0.01%
7,793
-5,392
-41% -$73.5K
GL icon
114
Globe Life
GL
$14.2B
$148K 0.01%
1,037
-97
-9% -$13.1K
MOMO
115
Hello Group
MOMO
$870M
$146K 0.01%
19,661
+1,171
+6% +$9.57K
CORT icon
116
Corcept Therapeutics
CORT
$12.3B
$145K 0.01%
1,750
-220
-11% -$15.9K
JXN icon
117
Jackson Financial
JXN
$8.83B
$142K 0.01%
1,398
-166
-11% -$15.5K
HLF icon
118
Herbalife
HLF
$1.21B
$137K 0.01%
16,214
– –
EC icon
119
Ecopetrol
EC
$35.1B
$135K 0.01%
14,711
– –
KD icon
120
Kyndryl
KD
$2.97B
$6.16K ﹤0.01%
205
– –
ADI icon
121
Analog Devices
ADI
$187B
– –
-3,600
Closed -$857K
ANSS
122
DELISTED
Ansys
ANSS
– –
-1,182
Closed -$415K
MCHP icon
123
Microchip Technology
MCHP
$44.2B
– –
-9,296
Closed -$654K
RH icon
124
RH
RH
$3.47B
– –
-1,481
Closed -$280K
SNPS icon
125
Synopsys
SNPS
$78.8B
– –
-3,366
Closed -$1.73M
2 3 4
5
6

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EH
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VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
IVLAV
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.