CIK: 0001256071
Total reported value
$396.8M
Reporting period: 2026-03-31 · Number of holdings: 89
PLATINUM INVESTMENT MANAGEMENT LTD disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $396.8M and a quarterly turnover rate of 32.8%.
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Platinum Investment Management LTD's disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 33 equally-sized positions, well below its 89 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.31), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add ZTO
0.0% $8.5M
Trim TCOM
-14.4% -$13.0M
Trim GOOG
-33.3% -$4.5M
Add CAT
+54.5% $2.9M
Trim FICO
-11.9% -$2.9M
Trim GPCR
-23.9% -$2.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 12.65% | +3.02% | — | |
| 2 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 4.77% | -2.60% | -14.42% | |
| 3 | DDL | Dingdong Cayman LTD -spn Adr | Stock-Other | 4.20% | — | +0.40% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 2.50% | — | -16.84% | |
| 5 | BIRK | Birkenstock Holding plc | Stock-Other | 2.48% | — | +11.07% | |
| 6 | NOAH | Noah Holdings Ltd-spon Ads | Stock-Other | 2.48% | +0.02% | -6.17% | |
| 7 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.35% | +2.35% | NEW | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 2.04% | -0.43% | -15.18% | |
| 9 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 2.02% | -0.04% | — | |
| 10 | MU | Micron Technology INC | Stock-Tech | 2.01% | +0.37% | -5.07% | |
| 11 | MRK | Merck & Co. INC. | Stock-Healthcare | 1.92% | +0.38% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | -0.89% | -33.25% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | +0.38% | — | |
| 14 | ABBV | Abbvie INC | Stock-Healthcare | 1.65% | — | — | |
| 15 | YUM | Yum! Brands INC | Stock-Consumer Disc | 1.56% | — | — | |
| 16 | CAT | Caterpillar INC | Stock-Industrials | 1.52% | +0.79% | +54.55% | |
| 17 | HTHT | H World Group Ltd-adr | Stock-Other | 1.50% | — | — | |
| 18 | 430 | Terns Pharmaceuticals INC | Stock-Other | 1.47% | +0.44% | — | |
| 19 | RCI | Rogers Communications Inc-b | Stock-Other | 1.42% | — | — | |
| 20 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.38% | +0.48% | -11.19% | |
| 21 | ZTS | Zoetis INC | Stock-Healthcare | 1.25% | — | — | |
| 22 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 1.24% | -0.14% | -6.25% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | — | — | |
| 24 | APGE | Apogee Therapeutics INC | Stock-Other | 1.24% | — | -15.75% | |
| 25 | NFLX | Netflix INC | Stock-Comm Services | 1.21% | +1.21% | NEW | |
| 26 | CCJ | Cameco CORP | Stock-Energy | 1.16% | — | — | |
| 27 | VERA | Vera Therapeutics INC | Stock-Other | 1.15% | -0.25% | -4.77% | |
| 28 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.15% | -0.24% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | — | +2.04% | |
| 30 | IMVT | Immunovant INC | Stock-Other | 1.14% | — | — | |
| 31 | ADBE | Adobe INC | Stock-Tech | 1.14% | — | +34.13% | |
| 32 | VAL | Valaris Limited | Stock-Energy | 1.14% | +0.60% | — | |
| 33 | UBS | UBS Group AG | Stock-Financials | 1.13% | -0.14% | — | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 1.11% | — | -8.88% | |
| 35 | ELF | Elf Beauty INC | Stock-Consumer Staples | 1.11% | +0.37% | +72.62% | |
| 36 | COGT | Cogent Biosciences INC | Stock-Other | 1.09% | — | -7.56% | |
| 37 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 1.02% | -0.35% | -27.64% | |
| 38 | HD | Home Depot INC | Stock-Consumer Disc | 0.95% | -0.11% | -13.53% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.95% | -0.24% | -24.93% | |
| 40 | ✓ | Adc Therapeutics SA | Stock-Other | 0.94% | — | — | |
| 41 | BBIO | Bridgebio Pharma INC | Stock-Healthcare | 0.92% | — | +3.17% | |
| 42 | CAVA | Cava Group INC | Stock-Consumer Disc | 0.92% | +0.41% | +20.00% | |
| 43 | FICO | Fair Isaac CORP | Stock-Tech | 0.91% | -0.60% | -11.89% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.29% | -25.00% | |
| 45 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.86% | — | -2.03% | |
| 46 | GPCR | Structure Therapeutics INC | Stock-Other | 0.81% | -0.60% | -23.91% | |
| 47 | CSGP | Costar Group INC | Stock-Real Estate | 0.79% | -0.22% | +19.23% | |
| 48 | TRU | Transunion | Stock-Financials | 0.78% | — | — | |
| 49 | IDYA | Ideaya Biosciences INC | Stock-Other | 0.77% | -0.19% | -24.02% | |
| 50 | RCUS | Arcus Biosciences INC | Stock-Other | 0.73% | — | — |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+60.9%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 89 | $396.8M | 33 | |
| 2025-12-31 | 124 | $432.7M | 100 | |
| 2025-09-30 | 120 | $1.5B | 73 | |
| 2025-06-30 | 115 | $1.5B | 0 | |
| 2025-03-31 | 115 | $1.7B | 100 | |
| 2024-12-31 | 115 | $1.7B | 0 | |
| 2024-09-30 | 122 | $2.2B | 0 | |
| 2024-06-30 | 134 | $2.5B | 0 | |
| 2024-03-31 | 139 | $2.5B | 0 | |
| 2023-12-31 | 142 | $2.5B | 0 | |
| 2023-09-30 | 144 | $2.6B | 0 | |
| 2023-06-30 | 143 | $2.9B | 0 | |
| 2023-03-31 | 146 | $2.9B | 0 | |
| 2022-12-31 | 132 | $2.6B | 0 | |
| 2022-09-30 | 131 | $2.4B | 0 | |
| 2022-06-30 | 130 | $2.6B | 0 | |
| 2022-03-31 | 135 | $3.3B | 0 | |
| 2021-12-31 | 144 | $3.6B | 0 | |
| 2021-09-30 | 146 | $3.6B | 0 | |
| 2021-06-30 | 145 | $4.3B | 100 | |
| 2021-03-31 | 142 | $4.5B | 33 | |
| 2020-12-31 | 146 | $4.4B | 35 | |
| 2020-09-30 | 147 | $4.0B | 36 | |
| 2020-06-30 | 124 | $4.4B | 36 | |
| 2020-03-31 | 117 | $4.0B | 48 | |
| 2019-12-31 | 98 | $5.0B | 27 | |
| 2019-09-30 | 99 | $4.5B | 20 | |
| 2019-06-30 | 97 | $4.3B | 28 | |
| 2019-03-31 | 100 | $4.2B | 47 | |
| 2018-12-31 | 91 | $3.0B | 32 | |
| 2018-09-30 | 90 | $3.5B | 38 | |
| 2018-06-30 | 90 | $4.2B | 29 | |
| 2018-03-31 | 85 | $3.6B | 37 | |
| 2017-12-31 | 78 | $3.8B | 31 | |
| 2017-09-30 | 75 | $4.0B | 29 | |
| 2017-06-30 | 73 | $3.7B | 26 | |
| 2017-03-31 | 74 | $3.6B | 41 | |
| 2016-12-31 | 72 | $3.4B | 33 | |
| 2016-09-30 | 78 | $4.3B | 24 | |
| 2016-06-30 | 76 | $4.0B | 28 | |
| 2016-03-31 | 80 | $4.5B | 24 | |
| 2015-12-31 | 84 | $4.5B | 41 | |
| 2015-09-30 | 80 | $3.7B | 57 | |
| 2015-06-30 | 86 | $5.0B | 22 | |
| 2015-03-31 | 88 | $5.0B | 24 | |
| 2014-12-31 | 94 | $5.2B | 39 | |
| 2014-09-30 | 92 | $4.9B | 29 | |
| 2014-06-30 | 95 | $5.8B | 27 | |
| 2014-03-31 | 92 | $5.6B | 30 | |
| 2013-12-31 | 87 | $5.8B | 23 | |
| 2013-09-30 | 82 | $5.5B | 42 | |
| 2013-06-30 | 80 | $5.2B | 0 |
Platinum Investment Management LTD's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Amazon.com INC (AMZN); Sold out: Uber Technologies INC (UBER); New buy: Netflix INC (NFLX); Sold out: Wolverine World Wide INC (WWW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc-adr | +3% | — | Unchanged |
| 2 | CAT | Caterpillar INC | +0.8% | +54.55% | Add |
| 3 | VAL | Valaris Limited | +0.6% | — | Unchanged |
| 4 | 260 | Centessa Pharmaceuticals-adr | +0.5% | -11.19% | Trim |
| 5 | 430 | Terns Pharmaceuticals INC | +0.4% | — | Unchanged |
| 6 | CAVA | Cava Group INC | +0.4% | +20.00% | Add |
| 7 | JNJ | Johnson & Johnson | +0.4% | — | Unchanged |
| 8 | MRK | Merck & Co. INC. | +0.4% | — | Unchanged |
| 9 | ELF | Elf Beauty INC | +0.4% | +72.62% | Add |
| 10 | MU | Micron Technology INC | +0.4% | -5.07% | Trim |
| 11 | MSI | Motorola Solutions INC | +0.3% | +47.42% | Add |
| 12 | BKNG | Booking Holdings INC | +0.3% | +150.00% | Add |
| 13 | NOAH | Noah Holdings Ltd-spon Ads | 0% | -6.17% | Trim |
| 14 | PDD | Pdd Holdings INC | 0% | — | Unchanged |
| 15 | HD | Home Depot INC | -0.1% | -13.53% | Trim |
| 16 | AS | Amer Sports, Inc. | -0.1% | -6.25% | Trim |
| 17 | UBS | UBS Group AG | -0.1% | — | Unchanged |
| 18 | IDYA | Ideaya Biosciences INC | -0.2% | -24.02% | Trim |
| 19 | CSGP | Costar Group INC | -0.2% | +19.23% | Add |
| 20 | IQV | Iqvia Holdings INC | -0.2% | — | Unchanged |
| 21 | ICE | Intercontinental Exchange In | -0.2% | -24.93% | Trim |
| 22 | VERA | Vera Therapeutics INC | -0.3% | -4.77% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | -0.3% | -25.00% | Trim |
| 24 | ROIV | Roivant Sciences Ltd. | -0.3% | -51.15% | Trim |
| 25 | MOD | Modine Manufacturing Co | -0.3% | -79.19% | Trim |
| 26 | ARWR | Arrowhead Pharmaceuticals In | -0.4% | -27.64% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.4% | -28.57% | Trim |
| 28 | WVE | Wave Life Sciences Ltd. | -0.4% | +19.33% | Add |
| 29 | AVGO | Broadcom INC | -0.4% | -15.18% | Trim |
| 30 | MSFT | Microsoft CORP | -0.6% | -51.78% | Trim |
| 31 | FICO | Fair Isaac CORP | -0.6% | -11.89% | Trim |
| 32 | GPCR | Structure Therapeutics INC | -0.6% | -23.91% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | -0.9% | -33.25% | Trim |
| 34 | TCOM | Trip.com Group Ltd-adr | -2.6% | -14.42% | Trim |
| 35 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 36 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 37 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 38 | NFLX | Netflix INC | — | NEW | New buy |
| 39 | WWW | Wolverine World Wide INC | — | EXIT | Sold out |
| 40 | GOSS | Gossamer Bio INC | — | EXIT | Sold out |
| 41 | ANET | Arista Networks INC | — | EXIT | Sold out |
| 42 | ECHO | Echostar Corp-a | — | NEW | New buy |
| 43 | DFTX | Definium Therapeutics INC | — | NEW | New buy |
| 44 | SHOP | Shopify INC - Class A | — | EXIT | Sold out |
| 45 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 46 | PSIX | Power Solutions Internationa | — | EXIT | Sold out |
| 47 | CPNG | Coupang INC | — | EXIT | Sold out |
| 48 | CCCC | C4 Therapeutics INC | — | NEW | New buy |
| 49 | GSAT | Globalstar INC | — | NEW | New buy |
| 50 | BRD1EUR | Mind Medicine Mindmed INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-15 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-22 | Amendment | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-16 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-15 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-16 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-13 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
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