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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
+14.58%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.5B
AUM Growth
-$222M
Cap. Flow
-$386M
Cap. Flow %
-25.65%
Top 10 Hldgs %
51.88%
Holding
131
New
16
Increased
28
Reduced
47
Closed
16

Top Buys

Rank Stock Value
1
RCI icon
Rogers Communications
RCI
+$68.8M
2
ADBE icon
Adobe
ADBE
+$68.6M
3
YUM icon
Yum! Brands
YUM
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$139M
2
SLB icon
SLB Ltd
SLB
+$88M
3
TRU icon
TransUnion
TRU
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

Sector Composition

Rank Sector Weight
1 Healthcare 22.58%
2 Technology 21.72%
3 Financials 16.54%
4 Communication Services 15.72%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.08T
$109M 7.23%
617,233
-123,846
-17% -$20.3M
UBS icon
2
UBS Group
UBS
$171B
$93.7M 6.23%
2,778,489
-1,558,307
-36% -$48.2M
AVGO icon
3
Broadcom
AVGO
$1.81T
$78M 5.19%
283,133
-241,956
-46% -$52.5M
RCI icon
4
Rogers Communications
RCI
$18.8B
$77.7M 5.17%
+2,624,304
New +$68.8M
CCJ icon
5
Cameco
CCJ
$37.9B
$74.4M 4.95%
1,002,144
-974,153
-49% -$52M
LRCX icon
6
Lam Research
LRCX
$337B
$71.4M 4.75%
733,193
-411,137
-36% -$32.6M
ADBE icon
7
Adobe
ADBE
$99B
$69.9M 4.65%
180,691
+177,922
+6,425% +$68.6M
MRK icon
8
Merck
MRK
$326B
$69.3M 4.61%
875,820
-159,400
-15% -$12.7M
MU icon
9
Micron Technology
MU
$927B
$69.1M 4.59%
560,437
-376,377
-40% -$35.2M
ABBV icon
10
AbbVie
ABBV
$465B
$67.8M 4.51%
365,440
-52,927
-13% -$9.84M
JNJ icon
11
Johnson & Johnson
JNJ
$643B
$67.1M 4.47%
439,508
+403,566
+1,123% +$62M
YUM icon
12
Yum! Brands
YUM
$41.4B
$64.4M 4.28%
+434,284
New +$63.4M
ICE icon
13
Intercontinental Exchange
ICE
$86.4B
$63.7M 4.24%
347,080
-116,051
-25% -$19.9M
TRU icon
14
TransUnion
TRU
$16.1B
$62.8M 4.18%
713,760
-997,619
-58% -$83.2M
IQV icon
15
IQVIA
IQV
$40B
$61.6M 4.1%
+390,795
New +$58.8M
VAL icon
16
Valaris
VAL
$5.16B
$48.4M 3.22%
1,149,538
-1,102,711
-49% -$41.5M
ZTO icon
17
ZTO Express
ZTO
$18.2B
$44.9M 2.99%
2,529,610
-7,702,462
-75% -$139M
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.07T
$33.3M 2.22%
187,953
-174,660
-48% -$28.9M
TCOM icon
19
Trip.com Group
TCOM
$28.5B
$30.9M 2.06%
526,979
-150,303
-22% -$9.03M
NOAH
20
Noah Holdings
NOAH
$594M
$16.6M 1.11%
1,393,053
-456,336
-25% -$4.61M
DDL
21
Dingdong
DDL
$527M
$13.5M 0.9%
6,677,746
-1,448,227
-18% -$3.27M
FLUT icon
22
Flutter Entertainment
FLUT
$18.9B
$11.4M 0.76%
40,000
+2,000
+5% +$491K
META icon
23
Meta Platforms (Facebook)
META
$1.51T
$11.3M 0.75%
15,272
+726
+5% +$449K
AMZN icon
24
Amazon
AMZN
$2.48T
$10.8M 0.72%
49,232
-5,538
-10% -$1.1M
UBER icon
25
Uber
UBER
$144B
$9.63M 0.64%
103,265
+7,342
+8% +$604K
1
2 3 4 5

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EH
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RH
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TPWA
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STT
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DL
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Platinum Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Platinum Investment Management held 131 positions worth $1.5B, down 13% from $1.73B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $386M in Q2 2025, closing 16 positions and reducing 47 holdings. Its most notable exit was SLB Ltd, an estimated $88M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Rogers Communications worth $77.7M.

  • Platinum Investment Management's largest Q2 2025 buy was Rogers Communications: 2,624,304 shares worth $77.7M.
  • Platinum Investment Management added most to Adobe in Q2 2025, an estimated $68.6M increase.
  • Platinum Investment Management's biggest Q2 2025 reduction was ZTO Express, cutting an estimated $139M.
  • Platinum Investment Management fully exited SLB Ltd in Q2 2025, selling an estimated $88M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.5B portfolio in Q2 2025.
  • Platinum Investment Management opened 16 new positions and closed 16 in Q2 2025.
  • Platinum Investment Management's portfolio value fell 13% quarter-over-quarter to $1.5B.

Based on Platinum Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.