PLATINUM INVESTMENT MANAGEMENT LTD Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.7B

Holdings

115

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (115 positions)

StockValue
ZTOZTO EXPRESS CAYMAN INC
$203.0M
TRUTRANSUNION
$142.0M
UBSUBS GROUP AG
$131.7M
GOOGLALPHABET INC
$114.6M
MRKMERCK & CO INC
$92.9M
VALVALARIS LTD
$88.4M
SLBSCHLUMBERGER LTD
$88.0M
AVGOBROADCOM INC
$87.9M
ABBVABBVIE INC
$87.7M
LRCXLAM RESEARCH CORP
$83.2M
MUMICRON TECHNOLOGY INC
$81.4M
CCOCAMECO CORP
$81.3M
ICEINTERCONTINENTAL EXCHANGE IN
$79.9M
GOOGALPHABET INC
$56.7M
CLVTRIP COM GROUP LTD
$43.1M
DDLDINGDONG CAYMAN LTD
$21.9M
JDJD.COM INC
$17.6M
NOAHNOAH HLDGS LTD
$17.5M
PDDPDD HOLDINGS INC
$13.0M
AMZNAMAZON COM INC
$10.4M
VVISA INC
$9.2M
HTHTH WORLD GROUP LTD
$9.2M
METAMETA PLATFORMS INC
$8.4M
FLUTFLUTTER ENTMT PLC
$8.4M
UBERUBER TECHNOLOGIES INC
$7.0M
ZTSZOETIS INC
$6.6M
JNJJOHNSON & JOHNSON
$6.0M
XYZBLOCK INC
$5.6M
BIRKBIRKENSTOCK HOLDING PLC
$5.5M
ASAMER SPORTS INC
$5.3M
CSGPCOSTAR GROUP INC
$5.1M
ROIVROIVANT SCIENCES LTD
$5.0M
BABAALIBABA GROUP HLDG LTD
$4.3M
CNTACENTESSA PHARMACEUTICALS PLC
$3.9M
VEEVVEEVA SYS INC
$3.8M
APGEAPOGEE THERAPEUTICS INC
$3.6M
MSFTMICROSOFT CORP
$3.5M
NFLXNETFLIX INC
$3.4M
VERAVERA THERAPEUTICS INC
$3.3M
ZYMEZYMEWORKS INC
$3.3M
ADCTADC THERAPEUTICS SA
$2.9M
MAMASTERCARD INCORPORATED
$2.9M
MRUSMERUS N V
$2.7M
IMVTIMMUNOVANT INC
$2.7M
NVDANVIDIA CORPORATION
$2.7M
WVEWAVE LIFE SCIENCES LTD
$2.5M
ELFE L F BEAUTY INC
$2.5M
IDYAIDEAYA BIOSCIENCES INC
$2.5M
BCYCBICYCLE THERAPEUTICS PLC
$2.4M
BBIOBRIDGEBIO PHARMA INC
$2.4M
RXRXRECURSION PHARMACEUTICALS IN
$2.1M
SWTXSPRINGWORKS THERAPEUTICS INC
$2.1M
PRQRPROQR THRAPEUTICS N V
$2.0M
GOSSGOSSAMER BIO INC
$1.9M
ANETARISTA NETWORKS INC
$1.7M
CDNSCADENCE DESIGN SYSTEM INC
$1.6M
PTCPTC INC
$1.5M
SNPSSYNOPSYS INC
$1.4M
MGTXMEIRAGTX HLDGS PLC
$1.4M
IMTXIMMATICS N.V
$1.4M
ACIUAC IMMUNE SA
$1.4M
MBXMBX BIOSCIENCES INC
$1.4M
APHAMPHENOL CORP NEW
$1.4M
TRMDTORM PLC
$1.3M
GPCRSTRUCTURE THERAPEUTICS INC
$1.3M
ARWRARROWHEAD PHARMACEUTICALS IN
$1.3M
AMATAPPLIED MATLS INC
$1.3M
RCUSARCUS BIOSCIENCES INC
$1.2M
ADSKAUTODESK INC
$1.1M
ADBEADOBE INC
$1.1M
DRUGBRIGHT MINDS BIOSCIENCES INC
$1.0M
CPNGCOUPANG INC
$999K
AURAAURA BIOSCIENCES INC
$951K
PJXPETROLEO BRASILEIRO SA PETRO
$929K
BKNGBOOKING HOLDINGS INC
$921K
CDXSCODEXIS INC
$851K
INTCINTEL CORP
$809K
COGTCOGENT BIOSCIENCES INC
$802K
KURAKURA ONCOLOGY INC
$505K
SKYESKYE BIOSCIENCE INC
$466K
LBRDKLIBERTY BROADBAND CORP
$425K
TXNTEXAS INSTRS INC
$408K
ADIANALOG DEVICES INC
$388K
AKXANSYS INC
$374K
DUOLDUOLINGO INC
$313K
DGDOLLAR GEN CORP NEW
$306K
QC10FLAGSTAR FINANCIAL INC
$306K
UHSUNIVERSAL HLTH SVCS INC
$302K
CLBCORE LABORATORIES INC
$300K
SRESEMPRA
$297K
CITHE CIGNA GROUP
$297K
HTDCORCEPT THERAPEUTICS INC
$297K
HCAHCA HEALTHCARE INC
$292K
NENOBLE CORP PLC
$291K
CVSCVS HEALTH CORP
$291K
RHRH
$290K
KSSKOHLS CORP
$290K
OMFONEMAIN HLDGS INC
$280K
TSNTYSON FOODS INC
$277K
GISGENERAL MLS INC
$271K
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