Platinum Investment Management Ltd
85 holdingsFiling period: 2026-06-30Current AUM: $366.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc | 1.99M | $44.6M | $39.8M | 10.86% | -- | 2026-06-30 |
| 2 | MU | Micron Technology Inc | 17.8K | $20.5M | $16.1M | 4.38% | -5,874 | 2026-06-30 |
| 3 | LRCX | Lam Research Corp | 46.4K | $20.1M | $11.0M | 3.01% | -- | 2026-06-30 |
| 4 | TCOM | Trip.com Group Ltd | 351.9K | $14.0M | $14.0M | 3.83% | -27,797 | 2026-06-30 |
| 5 | DDL | Dingdong Cayman Ltd | 6.49M | $12.5M | $12.8M | 3.50% | -- | 2026-06-30 |
| 6 | NOAH | Noah Hldgs Ltd | 993.6K | $9.9M | $6.8M | 1.87% | -- | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 26.2K | $9.9M | $8.6M | 2.35% | -- | 2026-06-30 |
| 8 | — | Birkenstock Holding PLC | 210.0K | $9.0M | $9.0M | 2.46% | -65,000 | 2026-06-30 |
| 9 | — | Astrazeneca PLC | 48.1K | $9.0M | $9.0M | 2.45% | -- | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 24.6K | $8.7M | $7.7M | 2.11% | -- | 2026-06-30 |
| 11 | MRK | Merck & Co Inc | 63.3K | $8.1M | $8.9M | 2.43% | -- | 2026-06-30 |
| 12 | APGE | Apogee Therapeutics Inc | 58.3K | $7.7M | $7.7M | 2.11% | -- | 2026-06-30 |
| 13 | ABBV | Abbvie Inc | 30.1K | $7.6M | $8.6M | 2.35% | -- | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson | 27.8K | $7.1M | $7.4M | 2.02% | -- | 2026-06-30 |
| 15 | YUM | Yum Brands Inc | 39.8K | $6.4M | $6.0M | 1.62% | -- | 2026-06-30 |
| 16 | PDD | Pdd Holdings Inc | 78.4K | $6.0M | $6.1M | 1.67% | -- | 2026-06-30 |
| 17 | COGT | Cogent Biosciences Inc | 154.2K | $6.0M | $4.8M | 1.30% | +42.2K | 2026-06-30 |
| 18 | — | UBS Group AG | 117.5K | $5.8M | $5.8M | 1.59% | -- | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 28.2K | $5.6M | $6.1M | 1.66% | -- | 2026-06-30 |
| 20 | IMVT | Immunovant Inc | 144.7K | $5.6M | $4.1M | 1.11% | -37,103 | 2026-06-30 |
| 21 | ARWR | Arrowhead Pharmaceuticals in | 64.8K | $5.3M | $3.8M | 1.04% | -- | 2026-06-30 |
| 22 | IDYA | Ideaya Biosciences Inc | 138.7K | $5.2M | $4.6M | 1.24% | +47.1K | 2026-06-30 |
| 23 | IQV | Iqvia Hldgs Inc | 26.7K | $5.2M | $7.3M | 1.99% | -- | 2026-06-30 |
| 24 | HTHT | H World Group Ltd | 118.0K | $4.9M | $5.6M | 1.52% | -- | 2026-06-30 |
| 25 | VERA | Vera Therapeutics Inc | 113.7K | $4.9M | $3.2M | 0.88% | -- | 2026-06-30 |
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