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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
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
126
Texas Instruments
TXN
$256B
– –
-6,289
Closed -$1.31M
VRNA
127
DELISTED
Verona Pharma
VRNA
– –
-15,146
Closed -$1.43M
RDDT icon
128
Reddit
RDDT
$30.5B
– –
-2,322
Closed -$350K
SOLV icon
129
Solventum
SOLV
$14.5B
– –
-217
Closed -$16.5K
XYZ
130
Block Inc
XYZ
$47.5B
– –
-80,000
Closed -$5.43M
2 3 4 5
6

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

Platinum Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.