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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
-2.99%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.7B
AUM Growth
-$507M
Cap. Flow
-$382M
Cap. Flow %
-22.43%
Top 10 Hldgs %
66.15%
Holding
139
New
17
Increased
28
Reduced
53
Closed
24

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$25.8M
2
NICE icon
Nice
NICE
+$21M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.6M
5
SLB icon
SLB Ltd
SLB
+$13.6M

Top Sells

Rank Stock Value
1
CCJ icon
Cameco
CCJ
+$102M
2
ZTO icon
ZTO Express
ZTO
+$77M
3
PDD icon
Pinduoduo
PDD
+$68.4M
4
MCHP icon
Microchip Technology
MCHP
+$57.6M
5
TCOM icon
Trip.com Group
TCOM
+$51.3M

Sector Composition

Rank Sector Weight
1 Financials 19.1%
2 Technology 16.24%
3 Industrials 13.83%
4 Communication Services 13.45%
5 Energy 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$18.2B
$236M 13.83%
12,046,482
-3,511,050
-23% -$77M
TRU icon
2
TransUnion
TRU
$16B
$160M 9.38%
1,722,276
-167,203
-9% -$16.9M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.12T
$141M 8.3%
746,079
+104,671
+16% +$18.3M
ICE icon
4
Intercontinental Exchange
ICE
$87.2B
$125M 7.33%
837,424
-125,161
-13% -$19.8M
AVGO icon
5
Broadcom
AVGO
$1.76T
$122M 7.18%
527,301
+139,433
+36% +$25.8M
SLB icon
6
SLB Ltd
SLB
$72.7B
$80.8M 4.75%
2,108,295
+322,930
+18% +$13.6M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.11T
$72.4M 4.25%
380,015
+93,947
+33% +$16.6M
NICE icon
8
Nice
NICE
$6.15B
$68.8M 4.04%
405,309
+117,631
+41% +$21M
LW icon
9
Lamb Weston
LW
$7.42B
$67M 3.93%
1,002,213
-65,016
-6% -$4.85M
CCJ icon
10
Cameco
CCJ
$36.8B
$53.6M 3.15%
1,042,725
-1,880,738
-64% -$102M
PDD icon
11
Pinduoduo
PDD
$126B
$48.9M 2.87%
504,465
-588,197
-54% -$68.4M
TCOM icon
12
Trip.com Group
TCOM
$29B
$46.5M 2.73%
677,282
-776,475
-53% -$51.3M
BAX icon
13
Baxter International
BAX
$12.8B
$44M 2.58%
1,508,749
-78,321
-5% -$2.64M
MU icon
14
Micron Technology
MU
$835B
$41.1M 2.41%
488,149
-37,592
-7% -$3.82M
VAL icon
15
Valaris
VAL
$5.14B
$36M 2.12%
814,110
-42,520
-5% -$2.05M
PBR icon
16
Petrobras
PBR
$120B
$28M 1.64%
2,175,491
-120,394
-5% -$1.68M
DDL
17
Dingdong
DDL
$525M
$26.7M 1.57%
8,125,973
-432,543
-5% -$1.67M
SWKS icon
18
Skyworks Solutions
SWKS
$9.21B
$23M 1.35%
259,769
-279,564
-52% -$25.4M
NOAH
19
Noah Holdings
NOAH
$590M
$22.9M 1.34%
1,952,751
-84,370
-4% -$1.04M
STNG icon
20
Scorpio Tankers
STNG
$3.91B
$20M 1.17%
402,043
-43,133
-10% -$2.46M
JD icon
21
JD.com
JD
$43.5B
$15.9M 0.93%
457,865
-42,453
-8% -$1.64M
AMZN icon
22
Amazon
AMZN
$2.44T
$13.1M 0.77%
59,770
-4,545
-7% -$930K
META icon
23
Meta Platforms (Facebook)
META
$1.49T
$11.4M 0.67%
19,463
-2,514
-11% -$1.48M
FLUT icon
24
Flutter Entertainment
FLUT
$18.7B
$10.4M 0.61%
40,000
-11,000
-22% -$2.78M
V icon
25
Visa
V
$677B
$9.5M 0.56%
30,048
-5,357
-15% -$1.61M
1
2 3 4 5

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GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
LCG
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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
STT
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ECA
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DL
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VC
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Platinum Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Platinum Investment Management held 139 positions worth $1.7B, down 23% from $2.21B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Platinum Investment Management withdrew a net $382M in Q4 2024, closing 24 positions and reducing 53 holdings. Its most notable exit was Microchip Technology, an estimated $57.6M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Platinum Investment Management opened a new position in ProQR Therapeutics worth $4.08M.

  • Platinum Investment Management's largest Q4 2024 buy was ProQR Therapeutics: 1,538,247 shares worth $4.08M.
  • Platinum Investment Management added most to Broadcom in Q4 2024, an estimated $25.8M increase.
  • Platinum Investment Management's biggest Q4 2024 reduction was Cameco, cutting an estimated $102M.
  • Platinum Investment Management fully exited Microchip Technology in Q4 2024, selling an estimated $57.6M.
  • Platinum Investment Management's ten largest holdings make up 66% of its $1.7B portfolio in Q4 2024.
  • Platinum Investment Management opened 17 new positions and closed 24 in Q4 2024.
  • Platinum Investment Management's portfolio value fell 23% quarter-over-quarter to $1.7B.

Based on Platinum Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.