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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
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

Rank Sector Weight
1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WHR icon
126
Whirlpool
WHR
$2.48B
– –
-919
Closed -$66.3K
WWW icon
127
Wolverine World Wide
WWW
$1.51B
– –
-200,000
Closed -$3.63M
PONY
128
Pony AI Inc
PONY
$2.89B
– –
-16,552
Closed -$240K
PSIX
129
Power Solutions International
PSIX
$697M
– –
-20,000
Closed -$1.14M
MICC
130
The Magnum Ice Cream Company N.V.
MICC
$11.4B
– –
-21,682
Closed -$347K
2 3 4 5
6

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EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
NL
Navalign LLC Encino, California $396M AUM 14.35% 1-Year Est. Return
TPWA
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LSA
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LL
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Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.