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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
+9.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$2.48B
AUM Growth
+$17.8M
Cap. Flow
-$127M
Cap. Flow %
-5.1%
Top 10 Hldgs %
64.83%
Holding
157
New
15
Increased
31
Reduced
63
Closed
18

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$126M
2
ZTO icon
ZTO Express
ZTO
+$60.1M
3
TRU icon
TransUnion
TRU
+$15.2M
4
MBLY icon
Mobileye
MBLY
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.67M

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$92.2M
2
SUZ icon
Suzano
SUZ
+$31.3M
3
ICVX
Icosavax, Inc. Common Stock
ICVX
+$21.8M
4
IDYA icon
IDEAYA Biosciences
IDYA
+$21.5M
5
XYZ
Block Inc
XYZ
+$21.3M

Sector Composition

Rank Sector Weight
1 Technology 19.71%
2 Energy 16.06%
3 Consumer Discretionary 15.49%
4 Industrials 14.8%
5 Financials 14.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
126
Cisco
CSCO
$483B
$104K ﹤0.01%
2,083
+293
+16% +$14.6K
CI icon
127
Cigna
CI
$73.6B
$104K ﹤0.01%
286
-56
-16% -$18.4K
RL icon
128
Ralph Lauren
RL
$24.2B
$102K ﹤0.01%
543
-151
-22% -$25K
JAZZ icon
129
Jazz Pharmaceuticals
JAZZ
$16.7B
$98.9K ﹤0.01%
821
+124
+18% +$15.2K
CTSH icon
130
Cognizant
CTSH
$26.3B
$93.7K ﹤0.01%
1,278
-125
-9% -$9.55K
FLG
131
Flagstar Bank National Association
FLG
$5.82B
$56.5K ﹤0.01%
5,848
+2,676
+84% +$49.5K
MOMO
132
Hello Group
MOMO
$870M
$55.7K ﹤0.01%
8,971
+4,700
+110% +$29.8K
FOXA icon
133
Fox Class A
FOXA
$26.6B
$53.9K ﹤0.01%
1,724
+183
+12% +$5.56K
WBD icon
134
Warner Bros
WBD
$67.4B
$52.1K ﹤0.01%
5,967
+1,766
+42% +$17K
CF icon
135
CF Industries
CF
$18.4B
$49.9K ﹤0.01%
600
-1,721
-74% -$137K
LU icon
136
Lufax Holding
LU
$1.44B
$48.1K ﹤0.01%
11,394
-3,027
-21% -$8.48K
VTLE
137
DELISTED
Vital Energy
VTLE
$45K ﹤0.01%
857
– –
TPIC
138
DELISTED
TPI Composites
TPIC
$14.6K ﹤0.01%
5,011
– –
KD icon
139
Kyndryl
KD
$2.97B
$5.24K ﹤0.01%
241
– –
AEE icon
140
Ameren
AEE
$29.6B
– –
-2,192
Closed -$159K
ALLE icon
141
Allegion
ALLE
$14.1B
– –
-43,948
Closed -$5.57M
APTV icon
142
Aptiv
APTV
$10.3B
– –
-980
Closed -$87.9K
CHWY icon
143
Chewy
CHWY
$9.25B
– –
-200,448
Closed -$4.74M
CMS icon
144
CMS Energy
CMS
$21.7B
– –
-2,975
Closed -$173K
DASH icon
145
DoorDash
DASH
$90.9B
– –
-154,040
Closed -$15.2M
DUK icon
146
Duke Energy
DUK
$94.5B
– –
-909
Closed -$88.2K
FWONK icon
147
Liberty Media Series C
FWONK
$25.8B
– –
-15,300
Closed -$966K
IREN icon
148
Iris Energy
IREN
$13.8B
– –
-2,527,367
Closed -$18.1M
KZIA
149
Kazia Therapeutics
KZIA
$159M
– –
-36,438
Closed -$801K
MNST icon
150
Monster Beverage
MNST
$89.6B
– –
-138,772
Closed -$4M
3 4 5
6
7

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EH
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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
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HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

Platinum Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Platinum Investment Management held 157 positions worth $2.48B, up 0.72% from $2.46B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management withdrew a net $127M in Q1 2024, closing 18 positions and reducing 63 holdings. Its most notable exit was Icosavax, Inc. Common Stock, an estimated $21.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Energy and Consumer Discretionary.

Against the trend, Platinum Investment Management opened a new position in CoStar Group worth $4.83M.

  • Platinum Investment Management's largest Q1 2024 buy was CoStar Group: 50,000 shares worth $4.83M.
  • Platinum Investment Management added most to Broadcom in Q1 2024, an estimated $126M increase.
  • Platinum Investment Management's biggest Q1 2024 reduction was Pinduoduo, cutting an estimated $92.2M.
  • Platinum Investment Management fully exited Icosavax, Inc. Common Stock in Q1 2024, selling an estimated $21.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $2.48B portfolio in Q1 2024.
  • Platinum Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • Platinum Investment Management's portfolio value rose 0.72% quarter-over-quarter to $2.48B.

Based on Platinum Investment Management's 13F filing for Q1 2024, filed 13 May 2024.