PLATINUM INVESTMENT MANAGEMENT LTD — 13F Holdings & Portfolio

CIK 1256071 · latest 13F-HR filed 2026-08-13

PLATINUM INVESTMENT MANAGEMENT LTD manages $406.7M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ZTO (10.97%), MU (5.05%), LRCX (4.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 14, added to 39, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
C/O PLATINUM ASSET MANAGEMENT
LEVEL 8, 7 MACQUARIE PLACE
SYDNEY AUSTRALIA 2000, C3 00000
Phone
61292557533
Filing Manager
PLATINUM INVESTMENT MANAGEMENT LTD
SYDNEY AUSTRALIA 2000, C3
Signatory
Jane Stewart
Chief Legal and Compliance Officer
Loading holdings…
AUM

$406.7M

Long-equity book

Holdings

85

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+10 / −14 / ↑39 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$12.5M +156.8%
  • LAM RESEARCH CORP$10.2M +102.8%
  • APOGEE THERAPEUTICS INC$2.8M +57.7%
  • ADVANCED MICRO DEVICES INC$2.7M +185.6%
  • KLA CORP$2.3M +104.9%
Show all 39

Top Trims

  • ZTO EXPRESS CAYMAN INC-$5.6M -11.1%
  • TRIP COM GROUP LTD-$4.9M -25.8%
  • ZOETIS INC-$4.2M -85.5%
  • DINGDONG CAYMAN LTD-$4.2M -24.9%
  • ADC THERAPEUTICS SA-$3.1M -83.3%
Show all 24

New Positions

  • DATADOG INC$3.1M
  • ANALOG DEVICES INC$2.2M
  • SERVICENOW INC$2.0M
  • DOORDASH INC$1.8M
  • PALO ALTO NETWORKS INC$1.6M
Show all 10

Exited Positions

  • TERNS PHARMACEUTICALS INC$5.8M
  • CENTESSA PHARMACEUTICALS PLC$5.5M
  • ALPHABET INC$3.5M
  • MASTERCARD INCORPORATED$2.8M
  • INTUITIVE SURGICAL INC$2.2M
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ZTO EXPRESS CAYMAN INC ZTO 98980A105 $44.6M 10.97% 1,994,127 SH
2 MICRON TECHNOLOGY INC MU 595112103 $20.5M 5.05% 17,782 SH
3 LAM RESEARCH CORP LRCX 512807306 $20.1M 4.95% 46,439 SH
4 TRIP COM GROUP LTD TCOM 89677Q107 $14.0M 3.45% 351,921 SH
5 DINGDONG CAYMAN LTD DDL 25445D101 $12.5M 3.08% 6,486,507 SH
6 NOAH HLDGS LTD NOAH 65487X102 $9.9M 2.44% 993,612 SH
7 BROADCOM INC AVGO 11135F101 $9.9M 2.43% 26,186 SH
8 BIRKENSTOCK HOLDING PLC BIRK M2029K104 $9.0M 2.22% 210,000 SH
9 ASTRAZENECA PLC AZN G0593M107 $9.0M 2.21% 48,088 SH
10 ALPHABET INC GOOG 02079K107 $8.7M 2.14% 24,592 SH
11 MERCK & CO INC MRK 58933Y105 $8.1M 2.00% 63,316 SH
12 APOGEE THERAPEUTICS INC APGE 03770N101 $7.7M 1.90% 58,314 SH
13 ABBVIE INC ABBV 00287Y109 $7.6M 1.86% 30,102 SH
14 JOHNSON & JOHNSON JNJ 478160104 $7.1M 1.74% 27,830 SH
15 YUM BRANDS INC YUM 988498101 $6.4M 1.57% 39,847 SH
16 PDD HOLDINGS INC PDD 722304102 $6.0M 1.47% 78,445 SH
17 COGENT BIOSCIENCES INC COGT 19240Q201 $6.0M 1.47% 154,220 SH
18 UBS GROUP AG UBS H42097107 $5.8M 1.43% 117,507 SH
19 NVIDIA CORPORATION NVDA 67066G104 $5.6M 1.39% 28,191 SH
20 IMMUNOVANT INC IMVT 45258J102 $5.6M 1.37% 144,671 SH
21 ARROWHEAD PHARMACEUTICALS IN ARWR 04280A100 $5.3M 1.30% 64,752 SH
22 IDEAYA BIOSCIENCES INC IDYA 45166A102 $5.2M 1.27% 138,708 SH
23 IQVIA HLDGS INC IQV 46266C105 $5.2M 1.27% 26,708 SH
24 H WORLD GROUP LTD HTHT 44332N106 $4.9M 1.21% 117,996 SH
25 VERA THERAPEUTICS INC VERA 92337R101 $4.9M 1.20% 113,687 SH
26 STRUCTURE THERAPEUTICS INC GPCR 86366E106 $4.8M 1.19% 90,363 SH
27 VISA INC V 92826C839 $4.8M 1.18% 14,000 SH
28 CATERPILLAR INC CAT 149123101 $4.8M 1.18% 4,500 SH
29 ROGERS COMMUNICATIONS INC RCI 775109200 $4.8M 1.18% 147,160 SH
30 AMER SPORTS INC AS G0260P102 $4.7M 1.16% 140,000 SH
31 KROGER CO KR 501044101 $4.5M 1.11% 81,305 SH
32 KLA CORP KLAC 482480100 $4.4M 1.08% 14,580 SH
33 CAMECO CORP CCJ 13321L108 $4.3M 1.06% 42,356 SH
34 ADVANCED MICRO DEVICES INC AMD 007903107 $4.2M 1.03% 7,210 SH
35 ARCUS BIOSCIENCES INC RCUS 03969F109 $4.1M 1.02% 134,217 SH
36 ADOBE INC ADBE 00724F101 $3.8M 0.94% 18,571 SH
37 FLOOR & DECOR HLDGS INC FND 339750101 $3.7M 0.91% 62,500 SH
38 META PLATFORMS INC META 30303M102 $3.7M 0.90% 6,500 SH
39 PALISADE BIO INC PALI 696389402 $3.6M 0.89% 1,730,866 SH
40 DUTCH BROS INC BROS 26701L100 $3.6M 0.88% 50,000 SH
41 FAIR ISAAC CORP FICO 303250104 $3.6M 0.88% 3,000 SH
42 GE VERNOVA INC GEV 36828A101 $3.6M 0.88% 3,047 SH
43 HOME DEPOT INC HD 437076102 $3.5M 0.87% 10,000 SH
44 VALARIS LTD VAL G9460G101 $3.3M 0.82% 45,956 SH
45 E L F BEAUTY INC ELF 26856L103 $3.3M 0.82% 45,000 SH
46 CAVA GROUP INC CAVA 148929102 $3.3M 0.81% 42,000 SH
47 DEFINIUM THERAPEUTICS INC DFTX 24477V105 $3.3M 0.81% 70,000 SH
48 ROIVANT SCIENCES LTD ROIV G76279101 $3.3M 0.80% 92,397 SH
49 TRANSUNION TRU 89400J107 $3.2M 0.79% 44,595 SH
50 REVOLUTION MEDICINES INC RVMD 76155X100 $3.2M 0.78% 16,994 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $406.7M 85 0001256071-26-000007
2026-03-31 2026-05-14 $396.8M 89 0001256071-26-000005
2025-12-31 2026-02-13 $432.7M 124 0001256071-26-000004
2025-09-30 2025-11-13 $1.55B 120 0001256071-25-000009