PLATINUM INVESTMENT MANAGEMENT LTD Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.7T
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 10,232,072 | $203.0B | 11.76% | |
| 2 | TRUTRANSUNION | 1,711,379 | $142.0B | 8.23% | |
| 3 | UBSUBS GROUP AG | 4,336,796 | $131.7B | 7.63% | |
| 4 | GOOGLALPHABET INC | 741,079 | $114.6B | 6.64% | |
| 5 | MRKMERCK & CO INC | 1,035,220 | $92.9B | 5.38% | |
| 6 | VALVALARIS LTD | 2,252,249 | $88.4B | 5.12% | |
| 7 | SLBSCHLUMBERGER LTD | 2,105,343 | $88.0B | 5.10% | |
| 8 | AVGOBROADCOM INC | 525,089 | $87.9B | 5.09% | |
| 9 | ABBVABBVIE INC | 418,367 | $87.7B | 5.08% | |
| 10 | LRCXLAM RESEARCH CORP | 1,144,330 | $83.2B | 4.82% | |
| 11 | MUMICRON TECHNOLOGY INC | 936,814 | $81.4B | 4.72% | |
| 12 | CCOCAMECO CORP | 1,976,297 | $81.3B | 4.71% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 463,131 | $79.9B | 4.63% | |
| 14 | GOOGALPHABET INC | 362,613 | $56.7B | 3.28% | |
| 15 | CLVTRIP COM GROUP LTD | 677,282 | $43.1B | 2.50% | |
| 16 | DDLDINGDONG CAYMAN LTD | 8,125,973 | $21.9B | 1.27% | |
| 17 | JDJD.COM INC | 429,088 | $17.6B | 1.02% | |
| 18 | NOAHNOAH HLDGS LTD | 1,849,389 | $17.5B | 1.01% | |
| 19 | PDDPDD HOLDINGS INC | 110,255 | $13.0B | 0.76% | |
| 20 | AMZNAMAZON COM INC | 54,770 | $10.4B | 0.60% | |
| 21 | VVISA INC | 26,315 | $9.2B | 0.53% | |
| 22 | HTHTH WORLD GROUP LTD | 248,238 | $9.2B | 0.53% | |
| 23 | METAMETA PLATFORMS INC | 14,546 | $8.4B | 0.49% | |
| 24 | FLUTFLUTTER ENTMT PLC | 38,000 | $8.4B | 0.48% | |
| 25 | UBERUBER TECHNOLOGIES INC | 95,923 | $7.0B | 0.40% | |
| 26 | ZTSZOETIS INC | 40,000 | $6.6B | 0.38% | |
| 27 | JNJJOHNSON & JOHNSON | 35,942 | $6.0B | 0.35% | |
| 28 | XYZBLOCK INC | 102,959 | $5.6B | 0.32% | |
| 29 | BIRKBIRKENSTOCK HOLDING PLC | 120,000 | $5.5B | 0.32% | |
| 30 | ASAMER SPORTS INC | 200,000 | $5.3B | 0.31% | |
| 31 | CSGPCOSTAR GROUP INC | 65,000 | $5.1B | 0.30% | |
| 32 | ROIVROIVANT SCIENCES LTD | 495,797 | $5.0B | 0.29% | |
| 33 | BABAALIBABA GROUP HLDG LTD | 32,319 | $4.3B | 0.25% | |
| 34 | CNTACENTESSA PHARMACEUTICALS PLC | 267,887 | $3.9B | 0.22% | |
| 35 | VEEVVEEVA SYS INC | 16,508 | $3.8B | 0.22% | |
| 36 | APGEAPOGEE THERAPEUTICS INC | 95,646 | $3.6B | 0.21% | |
| 37 | MSFTMICROSOFT CORP | 9,340 | $3.5B | 0.20% | |
| 38 | NFLXNETFLIX INC | 3,618 | $3.4B | 0.20% | |
| 39 | VERAVERA THERAPEUTICS INC | 139,318 | $3.3B | 0.19% | |
| 40 | ZYMEZYMEWORKS INC | 278,658 | $3.3B | 0.19% | |
| 41 | ADCTADC THERAPEUTICS SA | 2,038,087 | $2.9B | 0.17% | |
| 42 | MAMASTERCARD INCORPORATED | 5,234 | $2.9B | 0.17% | |
| 43 | MRUSMERUS N V | 64,841 | $2.7B | 0.16% | |
| 44 | IMVTIMMUNOVANT INC | 156,989 | $2.7B | 0.16% | |
| 45 | NVDANVIDIA CORPORATION | 24,479 | $2.7B | 0.15% | |
| 46 | WVEWAVE LIFE SCIENCES LTD | 311,992 | $2.5B | 0.15% | |
| 47 | ELFE L F BEAUTY INC | 40,000 | $2.5B | 0.15% | |
| 48 | IDYAIDEAYA BIOSCIENCES INC | 152,713 | $2.5B | 0.14% | |
| 49 | BCYCBICYCLE THERAPEUTICS PLC | 287,599 | $2.4B | 0.14% | |
| 50 | BBIOBRIDGEBIO PHARMA INC | 70,350 | $2.4B | 0.14% | |
| 51 | RXRXRECURSION PHARMACEUTICALS IN | 395,954 | $2.1B | 0.12% | |
| 52 | SWTXSPRINGWORKS THERAPEUTICS INC | 46,671 | $2.1B | 0.12% | |
| 53 | PRQRPROQR THRAPEUTICS N V | 1,538,247 | $2.0B | 0.12% | |
| 54 | GOSSGOSSAMER BIO INC | 1,731,355 | $1.9B | 0.11% | |
| 55 | ANETARISTA NETWORKS INC | 21,690 | $1.7B | 0.10% | |
| 56 | CDNSCADENCE DESIGN SYSTEM INC | 6,337 | $1.6B | 0.09% | |
| 57 | PTCPTC INC | 9,808 | $1.5B | 0.09% | |
| 58 | SNPSSYNOPSYS INC | 3,317 | $1.4B | 0.08% | |
| 59 | MGTXMEIRAGTX HLDGS PLC | 208,308 | $1.4B | 0.08% | |
| 60 | IMTXIMMATICS N.V | 311,722 | $1.4B | 0.08% | |
| 61 | ACIUAC IMMUNE SA | 739,342 | $1.4B | 0.08% | |
| 62 | MBXMBX BIOSCIENCES INC | 185,932 | $1.4B | 0.08% | |
| 63 | APHAMPHENOL CORP NEW | 20,632 | $1.4B | 0.08% | |
| 64 | TRMDTORM PLC | 80,000 | $1.3B | 0.08% | |
| 65 | GPCRSTRUCTURE THERAPEUTICS INC | 74,900 | $1.3B | 0.08% | |
| 66 | ARWRARROWHEAD PHARMACEUTICALS IN | 98,409 | $1.3B | 0.07% | |
| 67 | AMATAPPLIED MATLS INC | 8,620 | $1.3B | 0.07% | |
| 68 | RCUSARCUS BIOSCIENCES INC | 153,783 | $1.2B | 0.07% | |
| 69 | ADSKAUTODESK INC | 4,336 | $1.1B | 0.07% | |
| 70 | ADBEADOBE INC | 2,769 | $1.1B | 0.06% | |
| 71 | DRUGBRIGHT MINDS BIOSCIENCES INC | 28,308 | $1.0B | 0.06% | |
| 72 | CPNGCOUPANG INC | 45,541 | $998.7M | 0.06% | |
| 73 | AURAAURA BIOSCIENCES INC | 162,358 | $951.4M | 0.06% | |
| 74 | PJXPETROLEO BRASILEIRO SA PETRO | 71,252 | $929.1M | 0.05% | |
| 75 | BKNGBOOKING HOLDINGS INC | 200 | $921.4M | 0.05% | |
| 76 | CDXSCODEXIS INC | 316,383 | $851.1M | 0.05% | |
| 77 | INTCINTEL CORP | 35,620 | $808.9M | 0.05% | |
| 78 | COGTCOGENT BIOSCIENCES INC | 133,910 | $802.1M | 0.05% | |
| 79 | KURAKURA ONCOLOGY INC | 76,533 | $505.1M | 0.03% | |
| 80 | SKYESKYE BIOSCIENCE INC | 293,320 | $466.4M | 0.03% | |
| 81 | LBRDKLIBERTY BROADBAND CORP | 4,998 | $425.1M | 0.02% | |
| 82 | TXNTEXAS INSTRS INC | 2,270 | $407.9M | 0.02% | |
| 83 | ADIANALOG DEVICES INC | 1,922 | $387.6M | 0.02% | |
| 84 | AKXANSYS INC | 1,182 | $374.2M | 0.02% | |
| 85 | DUOLDUOLINGO INC | 1,007 | $312.7M | 0.02% | |
| 86 | DGDOLLAR GEN CORP NEW | 3,476 | $305.6M | 0.02% | |
| 87 | QC10FLAGSTAR FINANCIAL INC | 26,302 | $305.6M | 0.02% | |
| 88 | UHSUNIVERSAL HLTH SVCS INC | 1,608 | $302.1M | 0.02% | |
| 89 | CLBCORE LABORATORIES INC | 20,025 | $300.2M | 0.02% | |
| 90 | SRESEMPRA | 4,159 | $296.8M | 0.02% | |
| 91 | CITHE CIGNA GROUP | 902 | $296.8M | 0.02% | |
| 92 | HTDCORCEPT THERAPEUTICS INC | 2,598 | $296.7M | 0.02% | |
| 93 | HCAHCA HEALTHCARE INC | 846 | $292.3M | 0.02% | |
| 94 | NENOBLE CORP PLC | 12,268 | $290.8M | 0.02% | |
| 95 | CVSCVS HEALTH CORP | 4,291 | $290.7M | 0.02% | |
| 96 | RHRH | 1,238 | $290.2M | 0.02% | |
| 97 | KSSKOHLS CORP | 35,429 | $289.8M | 0.02% | |
| 98 | OMFONEMAIN HLDGS INC | 5,721 | $279.6M | 0.02% | |
| 99 | TSNTYSON FOODS INC | 4,337 | $276.7M | 0.02% | |
| 100 | GISGENERAL MLS INC | 4,535 | $271.1M | 0.02% |
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