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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
-19.62%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$2.96B
AUM Growth
-$565M
Cap. Flow
+$186M
Cap. Flow %
6.28%
Top 10 Hldgs %
56.87%
Holding
97
New
7
Increased
34
Reduced
22
Closed
6

Top Buys

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$96.2M
2
ZTO icon
ZTO Express
ZTO
+$55M
3
SWKS icon
Skyworks Solutions
SWKS
+$32.9M
4
MCHP icon
Microchip Technology
MCHP
+$32.7M
5
WUBA
58.com Inc
WUBA
+$31.8M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$63.6M
2
BITA
Bitauto Holdings Limited
BITA
+$41.4M
3
JOYY
JOYY Inc
JOYY
+$17.5M
4
QGEN icon
Qiagen
QGEN
+$16.3M
5
NOMD icon
Nomad Foods
NOMD
+$15.6M

Sector Composition

Rank Sector Weight
1 Communication Services 24.29%
2 Industrials 17.63%
3 Technology 14.05%
4 Energy 11.84%
5 Healthcare 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.51T
$247M 8.33%
1,882,051
+112,611
+6% +$16.3M
ZTO icon
2
ZTO Express
ZTO
$18.1B
$204M 6.87%
12,866,097
+3,417,672
+36% +$55M
SINA
3
DELISTED
Sina Corp
SINA
$190M 6.41%
3,541,571
+76,799
+2% +$4.74M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.99T
$175M 5.91%
3,351,440
-2,600
-0.1% -$141K
INTC icon
5
Intel
INTC
$462B
$174M 5.87%
3,706,795
-2,636
-0.1% -$123K
FTI icon
6
TechnipFMC
FTI
$29.9B
$162M 5.45%
11,087,302
-276,467
-2% -$5.14M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.99T
$155M 5.23%
2,993,160
+14,280
+0.5% +$764K
MCHP icon
8
Microchip Technology
MCHP
$42.3B
$127M 4.29%
3,534,928
+924,848
+35% +$32.7M
GILD icon
9
Gilead Sciences
GILD
$162B
$126M 4.26%
2,019,030
– –
GOGL
10
DELISTED
Golden Ocean Group
GOGL
$126M 4.24%
2,400,000
+400,000
+20% +$3M
CF icon
11
CF Industries
CF
$18.4B
$116M 3.92%
2,671,833
– –
RIG icon
12
Transocean
RIG
$5.84B
$115M 3.88%
16,559,983
+2,067,056
+14% +$21.1M
BABA icon
13
Alibaba
BABA
$276B
$109M 3.69%
797,815
-50,039
-6% -$7.4M
SWKS icon
14
Skyworks Solutions
SWKS
$9.54B
$104M 3.5%
1,545,399
+426,639
+38% +$32.9M
ALLY icon
15
Ally Financial
ALLY
$13.3B
$89.4M 3.02%
3,944,041
-33,059
-0.8% -$827K
EFX icon
16
Equifax
EFX
$20.8B
$79.5M 2.68%
853,411
+155,708
+22% +$16.6M
WUBA
17
DELISTED
58.com Inc
WUBA
$77.8M 2.63%
1,435,972
+521,583
+57% +$31.8M
GE icon
18
GE Aerospace
GE
$375B
$77.3M 2.61%
+2,131,239
New +$96.2M
WB icon
19
Weibo
WB
$1.92B
$74.2M 2.5%
1,269,962
-132,593
-9% -$8.03M
BTU icon
20
Peabody Energy
BTU
$2.81B
$74.2M 2.5%
2,434,111
– –
HCC icon
21
Warrior Met Coal
HCC
$4.26B
$38.7M 1.31%
1,605,800
– –
PYPL icon
22
PayPal
PYPL
$49.5B
$38.6M 1.3%
459,044
-163,477
-26% -$13.6M
QIWI
23
DELISTED
QIWI PLC
QIWI
$29.9M 1.01%
2,113,485
– –
INFO
24
DELISTED
IHS Markit Ltd. Common Shares
INFO
$24.2M 0.82%
505,500
– –
MRNA icon
25
Moderna
MRNA
$22.1B
$22.6M 0.76%
+1,477,127
New +$24.3M
1
2 3 4

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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
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
STT
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ECA
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DL
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Platinum Investment Management's Q4 2018 Portfolio in Review

As of Q4 2018, Platinum Investment Management held 97 positions worth $2.96B, down 16% from $3.53B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Platinum Investment Management deployed $186M of net new capital in Q4 2018, opening 7 new positions and adding to 34 existing holdings. Its largest new stake was GE Aerospace: 2,131,239 shares worth $77.3M.

By sector, the portfolio is most concentrated in Communication Services at 24% of assets, down from 27% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was Baidu, an estimated $63.6M trimmed.

  • Platinum Investment Management's largest Q4 2018 buy was GE Aerospace: 2,131,239 shares worth $77.3M.
  • Platinum Investment Management added most to ZTO Express in Q4 2018, an estimated $55M increase.
  • Platinum Investment Management's biggest Q4 2018 reduction was Baidu, cutting an estimated $63.6M.
  • Platinum Investment Management fully exited Nomad Foods in Q4 2018, selling an estimated $15.6M.
  • Platinum Investment Management's ten largest holdings make up 57% of its $2.96B portfolio in Q4 2018.
  • Platinum Investment Management opened 7 new positions and closed 6 in Q4 2018.
  • Platinum Investment Management's portfolio value fell 16% quarter-over-quarter to $2.96B.

Based on Platinum Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.