DOSSIER · 13F-HR · Q1 2026

PLATINUM INVESTMENT MANAGEMENT LTD

PLATINUM INVESTMENT's holding co. based in Greenwich, CT $397M in tracked AUM across 89 positions as of Q1 2026.

PI
PLATINUM INVESTMENT·Greenwich, CT·Holding Co.
CIK 0001256071 · last filed Mar 31, 2026
Total AUM
$397M
6.3%
vs prior
Holdings
89
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
Top sector
Financials
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: PLATINUM INVESTMENT MANAGEMENT LTD
1. Portfolio Overview

Platinum Investment Management Ltd reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 28.4%, dropping from $1.50 billion to $1.08 billion. This reduction is attributable not only to potential market depreciation but also to substantial active deleveraging, as evidenced by the exit fro...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ZTO
ZTO EXPRESS CAYMAN INC
$50M2.0M12.7%
02
TCOM
TRIP COM GROUP LTD
$19M380K4.8%
03
DDL
DINGDONG CAYMAN LTD
$17M6.5M4.2%
04
LRCX
LAM RESEARCH CORP
$10M46K2.5%
05
M2029K104
BIRKENSTOCK HOLDING PLC
$10M275K2.5%
06
NOAH
NOAH HLDGS LTD
$10M994K2.5%
07
G0593M107
ASTRAZENECA PLC
$9M48K2.3%
08
AVGO
BROADCOM INC
$8M26K2.0%
09
PDD
PDD HOLDINGS INC
$8M78K2.0%
10
MU
MICRON TECHNOLOGY INC
$8M24K2.0%

Filing history

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