PLATINUM INVESTMENT MANAGEMENT LTD Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$1.5T
Holdings
115
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 617,233 | $108.8B | 7.23% | |
| 2 | UBSUBS GROUP AG | 2,778,489 | $93.7B | 6.23% | |
| 3 | AVGOBROADCOM INC | 283,133 | $78.0B | 5.19% | |
| 4 | RCI/BROGERS COMMUNICATIONS INC | 2,624,304 | $77.7B | 5.17% | |
| 5 | CCOCAMECO CORP | 1,002,144 | $74.4B | 4.95% | |
| 6 | LRCXLAM RESEARCH CORP | 733,193 | $71.4B | 4.75% | |
| 7 | ADBEADOBE INC | 180,691 | $69.9B | 4.65% | |
| 8 | MRKMERCK & CO INC | 875,820 | $69.3B | 4.61% | |
| 9 | MUMICRON TECHNOLOGY INC | 560,437 | $69.1B | 4.59% | |
| 10 | ABBVABBVIE INC | 365,440 | $67.8B | 4.51% | |
| 11 | JNJJOHNSON & JOHNSON | 439,508 | $67.1B | 4.46% | |
| 12 | YUMYUM BRANDS INC | 434,284 | $64.4B | 4.28% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 347,080 | $63.7B | 4.24% | |
| 14 | TRUTRANSUNION | 713,760 | $62.8B | 4.18% | |
| 15 | IQVIQVIA HLDGS INC | 390,795 | $61.6B | 4.10% | |
| 16 | VALVALARIS LTD | 1,149,538 | $48.4B | 3.22% | |
| 17 | ZTOZTO EXPRESS CAYMAN INC | 2,529,610 | $44.9B | 2.99% | |
| 18 | GOOGALPHABET INC | 187,953 | $33.3B | 2.22% | |
| 19 | CLVTRIP COM GROUP LTD | 526,979 | $30.9B | 2.06% | |
| 20 | NOAHNOAH HLDGS LTD | 1,393,053 | $16.6B | 1.11% | |
| 21 | DDLDINGDONG CAYMAN LTD | 6,677,746 | $13.5B | 0.90% | |
| 22 | FLUTFLUTTER ENTMT PLC | 40,000 | $11.4B | 0.76% | |
| 23 | METAMETA PLATFORMS INC | 15,272 | $11.3B | 0.75% | |
| 24 | AMZNAMAZON COM INC | 49,232 | $10.8B | 0.72% | |
| 25 | UBERUBER TECHNOLOGIES INC | 103,265 | $9.6B | 0.64% | |
| 26 | PDDPDD HOLDINGS INC | 88,509 | $9.3B | 0.62% | |
| 27 | VVISA INC | 25,209 | $9.0B | 0.60% | |
| 28 | ASAMER SPORTS INC | 190,000 | $7.4B | 0.49% | |
| 29 | ZTSZOETIS INC | 40,000 | $6.2B | 0.41% | |
| 30 | HTHTH WORLD GROUP LTD | 183,111 | $6.2B | 0.41% | |
| 31 | BIRKBIRKENSTOCK HOLDING PLC | 120,000 | $5.9B | 0.39% | |
| 32 | XYZBLOCK INC | 80,000 | $5.4B | 0.36% | |
| 33 | ROIVROIVANT SCIENCES LTD | 481,335 | $5.4B | 0.36% | |
| 34 | CSGPCOSTAR GROUP INC | 65,000 | $5.2B | 0.35% | |
| 35 | ELFE L F BEAUTY INC | 40,000 | $5.0B | 0.33% | |
| 36 | MSFTMICROSOFT CORP | 9,340 | $4.6B | 0.31% | |
| 37 | NVDANVIDIA CORPORATION | 29,399 | $4.6B | 0.31% | |
| 38 | NFLXNETFLIX INC | 3,152 | $4.2B | 0.28% | |
| 39 | CNTACENTESSA PHARMACEUTICALS PLC | 290,836 | $3.8B | 0.25% | |
| 40 | VERAVERA THERAPEUTICS INC | 159,751 | $3.8B | 0.25% | |
| 41 | APGEAPOGEE THERAPEUTICS INC | 86,512 | $3.8B | 0.25% | |
| 42 | ADCTADC THERAPEUTICS SA | 1,387,265 | $3.7B | 0.25% | |
| 43 | VEEVVEEVA SYS INC | 12,646 | $3.6B | 0.24% | |
| 44 | IDYAIDEAYA BIOSCIENCES INC | 166,917 | $3.5B | 0.23% | |
| 45 | BBIOBRIDGEBIO PHARMA INC | 75,708 | $3.3B | 0.22% | |
| 46 | IMVTIMMUNOVANT INC | 195,727 | $3.1B | 0.21% | |
| 47 | JDJD.COM INC | 92,596 | $3.0B | 0.20% | |
| 48 | ZYMEZYMEWORKS INC | 238,391 | $3.0B | 0.20% | |
| 49 | PRQRPROQR THRAPEUTICS N V | 1,450,969 | $3.0B | 0.20% | |
| 50 | CDNSCADENCE DESIGN SYSTEM INC | 8,297 | $2.6B | 0.17% | |
| 51 | MRUSMERUS N V | 44,940 | $2.4B | 0.16% | |
| 52 | WVEWAVE LIFE SCIENCES LTD | 355,353 | $2.3B | 0.15% | |
| 53 | APHAMPHENOL CORP NEW | 22,933 | $2.3B | 0.15% | |
| 54 | MAMASTERCARD INCORPORATED | 3,714 | $2.1B | 0.14% | |
| 55 | WINGWINGSTOP INC | 6,000 | $2.0B | 0.13% | |
| 56 | BCYCBICYCLE THERAPEUTICS PLC | 285,381 | $2.0B | 0.13% | |
| 57 | IDXXIDEXX LABS INC | 3,500 | $1.9B | 0.12% | |
| 58 | ARWRARROWHEAD PHARMACEUTICALS IN | 111,022 | $1.8B | 0.12% | |
| 59 | SNPSSYNOPSYS INC | 3,366 | $1.7B | 0.11% | |
| 60 | GOSSGOSSAMER BIO INC | 1,383,863 | $1.7B | 0.11% | |
| 61 | BABAALIBABA GROUP HLDG LTD | 14,412 | $1.6B | 0.11% | |
| 62 | BNTXBIONTECH SE | 14,863 | $1.6B | 0.11% | |
| 63 | COGTCOGENT BIOSCIENCES INC | 219,504 | $1.6B | 0.10% | |
| 64 | GPCRSTRUCTURE THERAPEUTICS INC | 74,900 | $1.6B | 0.10% | |
| 65 | VRNAVERONA PHARMA PLC | 15,146 | $1.4B | 0.10% | |
| 66 | CPNGCOUPANG INC | 45,541 | $1.4B | 0.09% | |
| 67 | MGTXMEIRAGTX HLDGS PLC | 208,308 | $1.4B | 0.09% | |
| 68 | TXNTEXAS INSTRS INC | 6,289 | $1.3B | 0.09% | |
| 69 | MBXMBX BIOSCIENCES INC | 112,743 | $1.3B | 0.09% | |
| 70 | RCUSARCUS BIOSCIENCES INC | 153,783 | $1.3B | 0.08% | |
| 71 | SKYESKYE BIOSCIENCE INC | 293,320 | $1.2B | 0.08% | |
| 72 | VRTVERTIV HOLDINGS CO | 9,539 | $1.2B | 0.08% | |
| 73 | NOWSERVICENOW INC | 1,149 | $1.2B | 0.08% | |
| 74 | BKNGBOOKING HOLDINGS INC | 200 | $1.2B | 0.08% | |
| 75 | KLACKLA CORP | 1,278 | $1.1B | 0.08% | |
| 76 | PJXPETROLEO BRASILEIRO SA PETRO | 78,190 | $902.3M | 0.06% | |
| 77 | ANETARISTA NETWORKS INC | 8,663 | $886.3M | 0.06% | |
| 78 | ADIANALOG DEVICES INC | 3,600 | $856.9M | 0.06% | |
| 79 | AURAAURA BIOSCIENCES INC | 135,402 | $847.6M | 0.06% | |
| 80 | INTCINTEL CORP | 35,768 | $801.2M | 0.05% | |
| 81 | CDXSCODEXIS INC | 316,383 | $772.0M | 0.05% | |
| 82 | DRUGBRIGHT MINDS BIOSCIENCES INC | 28,308 | $739.1M | 0.05% | |
| 83 | MCHPMICROCHIP TECHNOLOGY INC. | 9,296 | $654.2M | 0.04% | |
| 84 | AKXANSYS INC | 1,182 | $415.1M | 0.03% | |
| 85 | LBRDKLIBERTY BROADBAND CORP | 3,947 | $388.3M | 0.03% | |
| 86 | BCCBOISE CASCADE CO DEL | 4,298 | $373.2M | 0.02% | |
| 87 | RDDTREDDIT INC | 2,322 | $349.6M | 0.02% | |
| 88 | WHRWHIRLPOOL CORP | 3,368 | $341.6M | 0.02% | |
| 89 | FUTUFUTU HLDGS LTD | 2,624 | $324.3M | 0.02% | |
| 90 | CVSCVS HEALTH CORP | 4,291 | $296.0M | 0.02% | |
| 91 | OMFONEMAIN HLDGS INC | 5,104 | $290.9M | 0.02% | |
| 92 | NENOBLE CORP PLC | 10,878 | $288.8M | 0.02% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 917 | $286.1M | 0.02% | |
| 94 | RHRH | 1,481 | $279.9M | 0.02% | |
| 95 | SRESEMPRA | 3,673 | $278.3M | 0.02% | |
| 96 | CITHE CIGNA GROUP | 810 | $267.8M | 0.02% | |
| 97 | DYHTARGET CORP | 2,704 | $266.8M | 0.02% | |
| 98 | KSSKOHLS CORP | 31,136 | $264.0M | 0.02% | |
| 99 | CLBCORE LABORATORIES INC | 22,869 | $263.5M | 0.02% | |
| 100 | TKRTIMKEN CO | 3,617 | $262.4M | 0.02% |
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