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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
+20.25%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$433M
AUM Growth
-$1.11B
Cap. Flow
-$1.24B
Cap. Flow %
-286.47%
Top 10 Hldgs %
36.58%
Holding
142
New
22
Increased
8
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$3.06M
2
MOD icon
Modine Manufacturing
MOD
+$2.6M
3
CAVA icon
CAVA Group
CAVA
+$2.09M
4
BSX icon
Boston Scientific
BSX
+$1.92M
5
GEV icon
GE Vernova
GEV
+$1.86M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
2
MU icon
Micron Technology
MU
+$102M
3
ICE icon
Intercontinental Exchange
ICE
+$88.3M
4
MRK icon
Merck
MRK
+$82.2M
5
LRCX icon
Lam Research
LRCX
+$80.8M

Sector Composition

Rank Sector Weight
1 Healthcare 28.55%
2 Consumer Discretionary 23.32%
3 Technology 14.42%
4 Industrials 11.53%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUN icon
101
Huntsman Corp
HUN
$1.8B
$67.6K 0.02%
+6,761
New +$61.9K
CLB icon
102
Core Laboratories
CLB
$549M
$67.3K 0.02%
4,196
-19,562
-82% -$291K
MTDR icon
103
Matador Resources
MTDR
$6.46B
$66.8K 0.02%
+1,573
New +$66.1K
VIST icon
104
Vista Energy
VIST
$7.63B
$66.7K 0.02%
+1,370
New +$61.9K
UNH icon
105
UnitedHealth
UNH
$372B
$66.4K 0.02%
201
-633
-76% -$215K
WHR icon
106
Whirlpool
WHR
$2.76B
$66.3K 0.02%
919
-2,369
-72% -$175K
CVS icon
107
CVS Health
CVS
$122B
$65.9K 0.02%
830
-3,140
-79% -$248K
TGT icon
108
Target
TGT
$69.5B
$65.8K 0.02%
673
-2,596
-79% -$239K
DOW icon
109
Dow Inc
DOW
$21.9B
$65.4K 0.02%
+2,798
New +$64.3K
CPB icon
110
Campbell Soup
CPB
$6.73B
$64.1K 0.01%
+2,301
New +$69.2K
FUTU icon
111
Futu Holdings
FUTU
$15.2B
$64K 0.01%
390
-1,192
-75% -$205K
CI icon
112
Cigna
CI
$73.5B
$62.8K 0.01%
228
-768
-77% -$215K
UHS icon
113
Universal Health Services
UHS
$10.5B
$62.1K 0.01%
285
-1,249
-81% -$276K
ALSN icon
114
Allison Transmission
ALSN
$10.1B
$61.9K 0.01%
+632
New +$55.4K
GIS icon
115
General Mills
GIS
$19.8B
$60.5K 0.01%
1,302
-4,191
-76% -$199K
LYB icon
116
LyondellBasell Industries
LYB
$20B
$59.7K 0.01%
+1,378
New +$62.4K
HPQ icon
117
HP
HPQ
$27.7B
$59.5K 0.01%
+2,669
New +$68K
BBY icon
118
Best Buy
BBY
$17.4B
$57.1K 0.01%
853
-3,179
-79% -$243K
NE icon
119
Noble Corp
NE
$6.94B
$55.5K 0.01%
1,965
-7,582
-79% -$224K
HLF icon
120
Herbalife
HLF
$1.22B
$48.8K 0.01%
3,783
-12,431
-77% -$132K
JXN icon
121
Jackson Financial
JXN
$8.92B
$36.5K 0.01%
342
-1,056
-76% -$105K
GL icon
122
Globe Life
GL
$14.3B
$34.3K 0.01%
245
-792
-76% -$107K
EC icon
123
Ecopetrol
EC
$35.5B
$31.1K 0.01%
3,107
-11,604
-79% -$111K
MOMO
124
Hello Group
MOMO
$876M
$26.5K 0.01%
4,047
-15,614
-79% -$107K
APH icon
125
Amphenol
APH
$209B
– –
-20,171
Closed -$2.5M
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 Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Investment Management held 142 positions worth $433M, down 72% from $1.55B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Platinum Investment Management withdrew a net $1.24B in Q4 2025, closing 18 positions and reducing 84 holdings. Its most notable exit was Flutter Entertainment, an estimated $5.92M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Platinum Investment Management opened a new position in Caterpillar worth $3.15M.

  • Platinum Investment Management's largest Q4 2025 buy was Caterpillar: 5,500 shares worth $3.15M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q4 2025, an estimated $1.18M increase.
  • Platinum Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $104M.
  • Platinum Investment Management fully exited Flutter Entertainment in Q4 2025, selling an estimated $5.92M.
  • Platinum Investment Management's ten largest holdings make up 37% of its $433M portfolio in Q4 2025.
  • Platinum Investment Management opened 22 new positions and closed 18 in Q4 2025.
  • Platinum Investment Management's portfolio value fell 72% quarter-over-quarter to $433M.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.