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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
+16.22%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
-$172M
Cap. Flow %
-11.14%
Top 10 Hldgs %
51.71%
Holding
130
New
15
Increased
26
Reduced
59
Closed
10

Top Buys

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$44.4M
2
KR icon
Kroger
KR
+$29.6M
3
FICO icon
Fair Isaac
FICO
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$51.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.4M
3
RCI icon
Rogers Communications
RCI
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

Rank Sector Weight
1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICE icon
1
Intercontinental Exchange
ICE
$88.4B
$100M 6.49%
595,544
+248,464
+72% +$44.4M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.08T
$92.7M 5.99%
381,253
-235,980
-38% -$49.4M
ABBV icon
3
AbbVie
ABBV
$455B
$85.7M 5.54%
370,159
+4,719
+1% +$961K
JNJ icon
4
Johnson & Johnson
JNJ
$617B
$79.2M 5.12%
426,977
-12,531
-3% -$2.15M
MRK icon
5
Merck
MRK
$321B
$78.8M 5.09%
938,786
+62,966
+7% +$5.19M
MU icon
6
Micron Technology
MU
$988B
$78.7M 5.09%
470,291
-90,146
-16% -$11.5M
LRCX icon
7
Lam Research
LRCX
$372B
$77M 4.98%
575,369
-157,824
-22% -$16.7M
AVGO icon
8
Broadcom
AVGO
$1.85T
$70.3M 4.54%
213,061
-70,072
-25% -$21.5M
IQV icon
9
IQVIA
IQV
$39.1B
$69.8M 4.51%
367,685
-23,110
-6% -$4.2M
ADBE icon
10
Adobe
ADBE
$98.5B
$67.4M 4.36%
191,020
+10,329
+6% +$3.71M
YUM icon
11
Yum! Brands
YUM
$43.3B
$66M 4.27%
434,284
– –
UBS icon
12
UBS Group
UBS
$175B
$59M 3.81%
1,442,578
-1,335,911
-48% -$51.9M
RCI icon
13
Rogers Communications
RCI
$18.4B
$58.7M 3.79%
1,704,054
-920,250
-35% -$31.7M
CCJ icon
14
Cameco
CCJ
$38.4B
$56.6M 3.66%
674,490
-327,654
-33% -$25.4M
TRU icon
15
TransUnion
TRU
$15.4B
$51.5M 3.33%
614,562
-99,198
-14% -$9.01M
VAL icon
16
Valaris
VAL
$5.23B
$47M 3.04%
964,723
-184,815
-16% -$9.01M
ZTO icon
17
ZTO Express
ZTO
$18.1B
$43.1M 2.79%
2,245,725
-283,885
-11% -$5.43M
TCOM icon
18
Trip.com Group
TCOM
$29.3B
$35.7M 2.3%
474,116
-52,863
-10% -$3.53M
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.08T
$31.4M 2.03%
129,103
-58,850
-31% -$12.4M
KR icon
20
Kroger
KR
$35.4B
$28.7M 1.85%
+425,584
New +$29.6M
NOAH
21
Noah Holdings
NOAH
$583M
$15M 0.97%
1,290,285
-102,768
-7% -$1.23M
DDL
22
Dingdong
DDL
$529M
$13.8M 0.89%
6,677,746
– –
BIRK icon
23
Birkenstock
BIRK
$7.45B
$11.8M 0.76%
260,000
+140,000
+117% +$6.85M
PDD icon
24
Pinduoduo
PDD
$124B
$11.7M 0.76%
88,509
– –
AMZN icon
25
Amazon
AMZN
$2.53T
$9.31M 0.6%
42,393
-6,839
-14% -$1.55M
1
2 3 4 5

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TPWA
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STT
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Platinum Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Platinum Investment Management held 130 positions worth $1.55B, up 2.9% from $1.5B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Platinum Investment Management withdrew a net $172M in Q3 2025, closing 10 positions and reducing 59 holdings. Its most notable exit was Block Inc, an estimated $5.43M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

Against the trend, Platinum Investment Management opened a new position in Kroger worth $28.7M.

  • Platinum Investment Management's largest Q3 2025 buy was Kroger: 425,584 shares worth $28.7M.
  • Platinum Investment Management added most to Intercontinental Exchange in Q3 2025, an estimated $44.4M increase.
  • Platinum Investment Management's biggest Q3 2025 reduction was UBS Group, cutting an estimated $51.9M.
  • Platinum Investment Management fully exited Block Inc in Q3 2025, selling an estimated $5.43M.
  • Platinum Investment Management's ten largest holdings make up 52% of its $1.55B portfolio in Q3 2025.
  • Platinum Investment Management opened 15 new positions and closed 10 in Q3 2025.
  • Platinum Investment Management's portfolio value rose 2.9% quarter-over-quarter to $1.55B.

Based on Platinum Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.