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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
+3.1%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.59B
AUM Growth
+$41.6M
Cap. Flow
+$65.7M
Cap. Flow %
1.83%
Top 10 Hldgs %
58.03%
Holding
157
New
11
Increased
42
Reduced
36
Closed
13

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$52M
2
IREN icon
Iris Energy
IREN
+$47.7M
3
EXAI
Exscientia Plc American Depositary Shares
EXAI
+$34.6M
4
TCOM icon
Trip.com Group
TCOM
+$25.3M
5
LW icon
Lamb Weston
LW
+$20.3M

Top Sells

Rank Stock Value
1
LPX icon
Louisiana-Pacific
LPX
+$83.4M
2
ZTO icon
ZTO Express
ZTO
+$28.7M
3
GILD icon
Gilead Sciences
GILD
+$23.3M
4
HCC icon
Warrior Met Coal
HCC
+$18.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$9.89M

Sector Composition

Rank Sector Weight
1 Technology 27.52%
2 Consumer Discretionary 17.85%
3 Industrials 16.75%
4 Healthcare 13.27%
5 Materials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
126
AT&T
T
$162B
$143K ﹤0.01%
7,692
+1,477
+24% +$27.6K
CVS icon
127
CVS Health
CVS
$122B
$135K ﹤0.01%
1,311
-198
-13% -$18.3K
CI icon
128
Cigna
CI
$74.2B
$96K ﹤0.01%
418
– –
HCA icon
129
HCA Healthcare
HCA
$89.8B
$93K ﹤0.01%
362
– –
VRTX icon
130
Vertex Pharmaceuticals
VRTX
$134B
$92K ﹤0.01%
418
-53
-11% -$10.3K
AMGN icon
131
Amgen
AMGN
$223B
$91K ﹤0.01%
403
– –
CPB icon
132
Campbell Soup
CPB
$6.73B
$89K ﹤0.01%
2,043
– –
COR icon
133
Cencora
COR
$62B
$87K ﹤0.01%
657
-69
-10% -$8.49K
PBR icon
134
Petrobras
PBR
$117B
$86K ﹤0.01%
7,866
-743
-9% -$7.84K
UHS icon
135
Universal Health Services
UHS
$10.5B
$85K ﹤0.01%
657
+82
+14% +$10.5K
HLF icon
136
Herbalife
HLF
$1.23B
$84K ﹤0.01%
2,048
– –
MMP
137
DELISTED
Magellan Midstream Partners, L.P.
MMP
$78K ﹤0.01%
1,669
– –
MOMO
138
Hello Group
MOMO
$867M
$56K ﹤0.01%
6,286
-843
-12% -$9.65K
SFM icon
139
Sprouts Farmers Market
SFM
$8.04B
$51K ﹤0.01%
1,722
-60
-3% -$1.5K
BAP icon
140
Credicorp
BAP
$30.6B
$40K ﹤0.01%
326
-98
-23% -$12K
FOXA icon
141
Fox Class A
FOXA
$26.5B
$38K ﹤0.01%
1,027
-93
-8% -$3.66K
ITUB icon
142
Itaú Unibanco
ITUB
$87.7B
$26K ﹤0.01%
7,831
-1,668
-18% -$6.01K
XP icon
143
XP
XP
$8.39B
$5K ﹤0.01%
+159
New +$5.18K
KD icon
144
Kyndryl
KD
$2.97B
$4K ﹤0.01%
+241
New +$5.2K
ALKS icon
145
Alkermes
ALKS
$8.22B
– –
-80,185
Closed -$2.47M
ARCT icon
146
Arcturus Therapeutics
ARCT
$208M
– –
-28,300
Closed -$1.35M
FULC icon
147
Fulcrum Therapeutics
FULC
$291M
– –
-152,186
Closed -$4.29M
HCC icon
148
Warrior Met Coal
HCC
$4.94B
– –
-795,295
Closed -$18.5M
LPX icon
149
Louisiana-Pacific
LPX
$5.24B
– –
-1,359,426
Closed -$83.4M
LYB icon
150
LyondellBasell Industries
LYB
$19.9B
– –
-66,802
Closed -$6.27M
3 4 5
6
7

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EH
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TPWA
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VC
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IVLAV
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GPC
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BA
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FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Platinum Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, Platinum Investment Management held 157 positions worth $3.59B, up 1.2% from $3.55B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Platinum Investment Management's Q4 2021 filing shows 11 new, 42 increased, 36 reduced and 13 closed positions. Its largest new stake was Iris Energy: 2,717,193 shares worth $43.9M. The largest sale was Louisiana-Pacific, an estimated $83.4M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Platinum Investment Management's largest Q4 2021 buy was Iris Energy: 2,717,193 shares worth $43.9M.
  • Platinum Investment Management added most to Roblox in Q4 2021, an estimated $52M increase.
  • Platinum Investment Management's biggest Q4 2021 reduction was ZTO Express, cutting an estimated $28.7M.
  • Platinum Investment Management fully exited Louisiana-Pacific in Q4 2021, selling an estimated $83.4M.
  • Platinum Investment Management's ten largest holdings make up 58% of its $3.59B portfolio in Q4 2021.
  • Platinum Investment Management opened 11 new positions and closed 13 in Q4 2021.
  • Platinum Investment Management's portfolio value rose 1.2% quarter-over-quarter to $3.59B.

Based on Platinum Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.