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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
+20.25%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$433M
AUM Growth
-$1.11B
Cap. Flow
-$1.24B
Cap. Flow %
-286.47%
Top 10 Hldgs %
36.58%
Holding
142
New
22
Increased
8
Reduced
84
Closed
18

Top Buys

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$3.06M
2
MOD icon
Modine Manufacturing
MOD
+$2.6M
3
CAVA icon
CAVA Group
CAVA
+$2.09M
4
BSX icon
Boston Scientific
BSX
+$1.92M
5
GEV icon
GE Vernova
GEV
+$1.86M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
2
MU icon
Micron Technology
MU
+$102M
3
ICE icon
Intercontinental Exchange
ICE
+$88.3M
4
MRK icon
Merck
MRK
+$82.2M
5
LRCX icon
Lam Research
LRCX
+$80.8M

Sector Composition

Rank Sector Weight
1 Healthcare 28.55%
2 Consumer Discretionary 23.32%
3 Technology 14.42%
4 Industrials 11.53%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$18.2B
$41.7M 9.63%
1,994,127
-251,598
-11% -$4.98M
TCOM icon
2
Trip.com Group
TCOM
$29B
$31.9M 7.37%
443,718
-30,398
-6% -$2.17M
DDL
3
Dingdong
DDL
$525M
$16.1M 3.72%
6,460,889
-216,857
-3% -$432K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.11T
$11.6M 2.67%
36,843
-92,260
-71% -$26.4M
AVGO icon
5
Broadcom
AVGO
$1.76T
$10.7M 2.47%
30,874
-182,187
-86% -$65.2M
NOAH
6
Noah Holdings
NOAH
$590M
$10.6M 2.46%
1,058,912
-231,373
-18% -$2.51M
BIRK icon
7
Birkenstock
BIRK
$7.64B
$10.1M 2.34%
247,600
-12,400
-5% -$525K
LRCX icon
8
Lam Research
LRCX
$316B
$9.56M 2.21%
55,845
-519,524
-90% -$80.8M
PDD icon
9
Pinduoduo
PDD
$126B
$8.89M 2.06%
78,445
-10,064
-11% -$1.25M
AMZN icon
10
Amazon
AMZN
$2.44T
$7.17M 1.66%
31,080
-11,313
-27% -$2.59M
MU icon
11
Micron Technology
MU
$835B
$7.11M 1.64%
24,920
-445,371
-95% -$102M
ABBV icon
12
AbbVie
ABBV
$465B
$6.88M 1.59%
30,102
-340,057
-92% -$77.5M
MRK icon
13
Merck
MRK
$322B
$6.66M 1.54%
63,316
-875,470
-93% -$82.2M
FICO icon
14
Fair Isaac
FICO
$31.8B
$6.52M 1.51%
3,859
-1,300
-25% -$2.24M
GPCR icon
15
Structure Therapeutics
GPCR
$3.37B
$6.11M 1.41%
87,874
-34,884
-28% -$1.42M
VERA icon
16
Vera Therapeutics
VERA
$2.33B
$6.05M 1.4%
119,384
-40,367
-25% -$1.43M
YUM icon
17
Yum! Brands
YUM
$41.9B
$6.03M 1.39%
39,847
-394,437
-91% -$58.4M
IQV icon
18
IQVIA
IQV
$40.7B
$6.02M 1.39%
26,708
-340,977
-93% -$74.2M
AS icon
19
Amer Sports
AS
$21B
$5.98M 1.38%
160,000
-20,000
-11% -$686K
ARWR icon
20
Arrowhead Research
ARWR
$12.1B
$5.94M 1.37%
89,484
-21,538
-19% -$1.06M
JNJ icon
21
Johnson & Johnson
JNJ
$640B
$5.76M 1.33%
27,830
-399,147
-93% -$78.9M
RCI icon
22
Rogers Communications
RCI
$18.8B
$5.56M 1.29%
147,160
-1,556,894
-91% -$58.4M
HTHT icon
23
Huazhu Hotels Group
HTHT
$13.3B
$5.55M 1.28%
117,996
-65,115
-36% -$2.81M
UBS icon
24
UBS Group
UBS
$170B
$5.48M 1.27%
117,507
-1,325,071
-92% -$53.5M
ZTS icon
25
Zoetis
ZTS
$32.7B
$5.28M 1.22%
42,000
+2,000
+5% +$261K
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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Platinum Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Platinum Investment Management held 142 positions worth $433M, down 72% from $1.55B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Platinum Investment Management withdrew a net $1.24B in Q4 2025, closing 18 positions and reducing 84 holdings. Its most notable exit was Flutter Entertainment, an estimated $5.92M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Platinum Investment Management opened a new position in Caterpillar worth $3.15M.

  • Platinum Investment Management's largest Q4 2025 buy was Caterpillar: 5,500 shares worth $3.15M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q4 2025, an estimated $1.18M increase.
  • Platinum Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $104M.
  • Platinum Investment Management fully exited Flutter Entertainment in Q4 2025, selling an estimated $5.92M.
  • Platinum Investment Management's ten largest holdings make up 37% of its $433M portfolio in Q4 2025.
  • Platinum Investment Management opened 22 new positions and closed 18 in Q4 2025.
  • Platinum Investment Management's portfolio value fell 72% quarter-over-quarter to $433M.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.