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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
+14.58%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.5B
AUM Growth
-$222M
Cap. Flow
-$386M
Cap. Flow %
-25.65%
Top 10 Hldgs %
51.88%
Holding
131
New
16
Increased
28
Reduced
47
Closed
16

Top Buys

Rank Stock Value
1
RCI icon
Rogers Communications
RCI
+$68.8M
2
ADBE icon
Adobe
ADBE
+$68.6M
3
YUM icon
Yum! Brands
YUM
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$139M
2
SLB icon
SLB Ltd
SLB
+$88M
3
TRU icon
TransUnion
TRU
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

Sector Composition

Rank Sector Weight
1 Healthcare 22.58%
2 Technology 21.72%
3 Financials 16.54%
4 Communication Services 15.72%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTC icon
126
PTC
PTC
$16B
– –
-9,808
Closed -$1.52M
RXRX icon
127
Recursion Pharmaceuticals
RXRX
$1.73B
– –
-395,954
Closed -$2.09M
SLB icon
128
SLB Ltd
SLB
$75B
– –
-2,105,343
Closed -$88M
SWTX
129
DELISTED
SpringWorks Therapeutics
SWTX
– –
-46,671
Closed -$2.06M
TRMD icon
130
TORM
TRMD
$3.02B
– –
-80,000
Closed -$1.31M
FLG
131
Flagstar Bank National Association
FLG
$5.82B
– –
-26,302
Closed -$306K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Investment Management held 131 positions worth $1.5B, down 13% from $1.73B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $386M in Q2 2025, closing 16 positions and reducing 47 holdings. Its most notable exit was SLB Ltd, an estimated $88M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Rogers Communications worth $77.7M.

  • Platinum Investment Management's largest Q2 2025 buy was Rogers Communications: 2,624,304 shares worth $77.7M.
  • Platinum Investment Management added most to Adobe in Q2 2025, an estimated $68.6M increase.
  • Platinum Investment Management's biggest Q2 2025 reduction was ZTO Express, cutting an estimated $139M.
  • Platinum Investment Management fully exited SLB Ltd in Q2 2025, selling an estimated $88M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.5B portfolio in Q2 2025.
  • Platinum Investment Management opened 16 new positions and closed 16 in Q2 2025.
  • Platinum Investment Management's portfolio value fell 13% quarter-over-quarter to $1.5B.

Based on Platinum Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.