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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
+4.34%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.77B
AUM Growth
-$185M
Cap. Flow
-$295M
Cap. Flow %
-7.83%
Top 10 Hldgs %
61.18%
Holding
83
New
8
Increased
14
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$68.9M
2
CF icon
CF Industries
CF
+$61.3M
3
ALLY icon
Ally Financial
ALLY
+$56.2M
4
SINA
Sina Corp
SINA
+$49.8M
5
BTU icon
Peabody Energy
BTU
+$38.2M

Top Sells

Rank Stock Value
1
WUBA
58.com Inc
WUBA
+$174M
2
BIDU icon
Baidu
BIDU
+$153M
3
JLL icon
Jones Lang LaSalle
JLL
+$78.4M
4
ORCL icon
Oracle
ORCL
+$56.1M
5
PYPL icon
PayPal
PYPL
+$51.9M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.67%
2 Energy 14.26%
3 Communication Services 13.11%
4 Technology 10.49%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$269B
$382M 10.14%
2,217,055
-189,990
-8% -$34M
SINA
2
DELISTED
Sina Corp
SINA
$338M 8.95%
3,365,882
+466,731
+16% +$49.8M
FTI icon
3
TechnipFMC
FTI
$30.6B
$259M 6.88%
11,134,368
+517,843
+5% +$10.7M
GILD icon
4
Gilead Sciences
GILD
$161B
$218M 5.78%
3,044,930
+145,300
+5% +$11M
WYNN icon
5
Wynn Resorts
WYNN
$10.1B
$212M 5.63%
1,260,130
-104,700
-8% -$16.1M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$207M 5.48%
3,952,620
-438,000
-10% -$22.3M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$189M 5%
3,580,040
+6,000
+0.2% +$310K
ORCL icon
8
Oracle
ORCL
$331B
$181M 4.8%
3,831,300
-1,144,200
-23% -$56.1M
PYPL icon
9
PayPal
PYPL
$49.5B
$172M 4.55%
2,330,468
-717,900
-24% -$51.9M
BTU icon
10
Peabody Energy
BTU
$2.78B
$149M 3.95%
3,787,899
+1,176,200
+45% +$38.2M
SLB icon
11
SLB Ltd
SLB
$77.8B
$122M 3.25%
1,816,800
+268,100
+17% +$17.4M
KO icon
12
Coca-Cola
KO
$354B
$121M 3.22%
2,642,733
– –
SWKS icon
13
Skyworks Solutions
SWKS
$9.06B
$106M 2.8%
1,113,760
+4,900
+0.4% +$511K
NLSN
14
DELISTED
Nielsen Holdings plc
NLSN
$103M 2.72%
2,821,135
-72,005
-2% -$2.74M
WUBA
15
DELISTED
58.com Inc
WUBA
$93.6M 2.48%
1,308,285
-2,507,896
-66% -$174M
MLCO icon
16
Melco Resorts & Entertainment
MLCO
$2.1B
$92.3M 2.45%
3,179,248
+1,247,778
+65% +$31.8M
ALLY icon
17
Ally Financial
ALLY
$13.1B
$91.6M 2.43%
3,142,900
+2,117,500
+207% +$56.2M
EFX icon
18
Equifax
EFX
$20.3B
$82.3M 2.18%
697,703
+233,603
+50% +$26.3M
INTC icon
19
Intel
INTC
$466B
$74.5M 1.98%
1,613,831
-181,400
-10% -$7.92M
ZTO icon
20
ZTO Express
ZTO
$18.2B
$69.3M 1.84%
+4,373,741
New +$68.9M
CF icon
21
CF Industries
CF
$19.2B
$69.1M 1.83%
+1,623,833
New +$61.3M
HBI
22
DELISTED
Hanesbrands
HBI
$51M 1.35%
2,437,800
+347,200
+17% +$7.41M
BITA
23
DELISTED
Bitauto Holdings Limited
BITA
$46.1M 1.22%
1,449,388
-506,270
-26% -$20.6M
WB icon
24
Weibo
WB
$1.9B
$41.4M 1.1%
400,016
+71,990
+22% +$7.44M
QGEN icon
25
Qiagen
QGEN
$8.53B
$34.3M 0.91%
1,044,962
– –
1
2 3 4

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EH
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RH
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NL
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TPWA
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STT
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ECA
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Platinum Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, Platinum Investment Management held 83 positions worth $3.77B, down 4.7% from $3.96B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Platinum Investment Management withdrew a net $295M in Q4 2017, closing 5 positions and reducing 16 holdings. Its most notable exit was Jones Lang LaSalle, an estimated $78.4M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, up from 21% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Platinum Investment Management opened a new position in ZTO Express worth $69.3M.

  • Platinum Investment Management's largest Q4 2017 buy was ZTO Express: 4,373,741 shares worth $69.3M.
  • Platinum Investment Management added most to Ally Financial in Q4 2017, an estimated $56.2M increase.
  • Platinum Investment Management's biggest Q4 2017 reduction was 58.com Inc, cutting an estimated $174M.
  • Platinum Investment Management fully exited Jones Lang LaSalle in Q4 2017, selling an estimated $78.4M.
  • Platinum Investment Management's ten largest holdings make up 61% of its $3.77B portfolio in Q4 2017.
  • Platinum Investment Management opened 8 new positions and closed 5 in Q4 2017.
  • Platinum Investment Management's portfolio value fell 4.7% quarter-over-quarter to $3.77B.

Based on Platinum Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.