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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
-4.65%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.73B
AUM Growth
+$23.4M
Cap. Flow
+$158M
Cap. Flow %
9.17%
Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$145M
2
MRK icon
Merck
MRK
+$96.7M
3
LRCX icon
Lam Research
LRCX
+$88.8M
4
ABBV icon
AbbVie
ABBV
+$81.3M
5
VAL icon
Valaris
VAL
+$61.6M

Top Sells

Rank Stock Value
1
NICE icon
Nice
NICE
+$68.8M
2
LW icon
Lamb Weston
LW
+$67M
3
ICE icon
Intercontinental Exchange
ICE
+$61.3M
4
PDD icon
Pinduoduo
PDD
+$45.2M
5
BAX icon
Baxter International
BAX
+$44M

Sector Composition

Rank Sector Weight
1 Financials 22.28%
2 Technology 16.49%
3 Energy 15.11%
4 Healthcare 14.95%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$18.1B
$203M 11.76%
10,232,072
-1,814,410
-15% -$35.4M
TRU icon
2
TransUnion
TRU
$15.4B
$142M 8.23%
1,711,379
-10,897
-0.6% -$995K
UBS icon
3
UBS Group
UBS
$175B
$132M 7.63%
+4,336,796
New +$145M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.08T
$115M 6.64%
741,079
-5,000
-0.7% -$907K
MRK icon
5
Merck
MRK
$321B
$92.9M 5.38%
+1,035,220
New +$96.7M
VAL icon
6
Valaris
VAL
$5.23B
$88.4M 5.12%
2,252,249
+1,438,139
+177% +$61.6M
SLB icon
7
SLB Ltd
SLB
$72.6B
$88M 5.1%
2,105,343
-2,952
-0.1% -$121K
AVGO icon
8
Broadcom
AVGO
$1.85T
$87.9M 5.09%
525,089
-2,212
-0.4% -$468K
ABBV icon
9
AbbVie
ABBV
$455B
$87.7M 5.08%
+418,367
New +$81.3M
LRCX icon
10
Lam Research
LRCX
$373B
$83.2M 4.82%
1,144,330
+1,127,244
+6,597% +$88.8M
MU icon
11
Micron Technology
MU
$988B
$81.4M 4.72%
936,814
+448,665
+92% +$43.1M
CCJ icon
12
Cameco
CCJ
$38.4B
$81.3M 4.71%
1,976,297
+933,572
+90% +$43.9M
ICE icon
13
Intercontinental Exchange
ICE
$87.7B
$79.9M 4.63%
463,131
-374,293
-45% -$61.3M
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.08T
$56.7M 3.28%
362,613
-17,402
-5% -$3.19M
TCOM icon
15
Trip.com Group
TCOM
$29.3B
$43.1M 2.5%
677,282
– –
DDL
16
Dingdong
DDL
$529M
$21.9M 1.27%
8,125,973
– –
JD icon
17
JD.com
JD
$43.6B
$17.6M 1.02%
429,088
-28,777
-6% -$1.16M
NOAH
18
Noah Holdings
NOAH
$583M
$17.5M 1.01%
1,849,389
-103,362
-5% -$1.13M
PDD icon
19
Pinduoduo
PDD
$124B
$13M 0.76%
110,255
-394,210
-78% -$45.2M
AMZN icon
20
Amazon
AMZN
$2.53T
$10.4M 0.6%
54,770
-5,000
-8% -$1.09M
V icon
21
Visa
V
$684B
$9.22M 0.53%
26,315
-3,733
-12% -$1.26M
HTHT icon
22
Huazhu Hotels Group
HTHT
$13B
$9.19M 0.53%
248,238
– –
META icon
23
Meta Platforms (Facebook)
META
$1.37T
$8.38M 0.49%
14,546
-4,917
-25% -$3.17M
FLUT icon
24
Flutter Entertainment
FLUT
$17.7B
$8.37M 0.49%
38,000
-2,000
-5% -$518K
UBER icon
25
Uber
UBER
$143B
$6.99M 0.41%
95,923
+80,360
+516% +$5.79M
1
2 3 4 5

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EH
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TPWA
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STT
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ECA
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DL
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VC
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Platinum Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Platinum Investment Management held 130 positions worth $1.73B, up 1.4% from $1.7B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Platinum Investment Management deployed $158M of net new capital in Q1 2025, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was UBS Group: 4,336,796 shares worth $132M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Intercontinental Exchange, an estimated $61.3M trimmed.

  • Platinum Investment Management's largest Q1 2025 buy was UBS Group: 4,336,796 shares worth $132M.
  • Platinum Investment Management added most to Lam Research in Q1 2025, an estimated $88.8M increase.
  • Platinum Investment Management's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $61.3M.
  • Platinum Investment Management fully exited Nice in Q1 2025, selling an estimated $68.8M.
  • Platinum Investment Management's ten largest holdings make up 65% of its $1.73B portfolio in Q1 2025.
  • Platinum Investment Management opened 15 new positions and closed 15 in Q1 2025.
  • Platinum Investment Management's portfolio value rose 1.4% quarter-over-quarter to $1.73B.

Based on Platinum Investment Management's 13F filing for Q1 2025, filed 15 May 2025.