PLATINUM INVESTMENT MANAGEMENT LTD Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$1.5B
Holdings
115
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC | $108.8M |
UBSUBS GROUP AG | $93.7M |
AVGOBROADCOM INC | $78.0M |
RCI/BROGERS COMMUNICATIONS INC | $77.7M |
CCOCAMECO CORP | $74.4M |
LRCXLAM RESEARCH CORP | $71.4M |
ADBEADOBE INC | $69.9M |
MRKMERCK & CO INC | $69.3M |
MUMICRON TECHNOLOGY INC | $69.1M |
ABBVABBVIE INC | $67.8M |
JNJJOHNSON & JOHNSON | $67.1M |
YUMYUM BRANDS INC | $64.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $63.7M |
TRUTRANSUNION | $62.8M |
IQVIQVIA HLDGS INC | $61.6M |
VALVALARIS LTD | $48.4M |
ZTOZTO EXPRESS CAYMAN INC | $44.9M |
GOOGALPHABET INC | $33.3M |
CLVTRIP COM GROUP LTD | $30.9M |
NOAHNOAH HLDGS LTD | $16.6M |
DDLDINGDONG CAYMAN LTD | $13.5M |
FLUTFLUTTER ENTMT PLC | $11.4M |
METAMETA PLATFORMS INC | $11.3M |
AMZNAMAZON COM INC | $10.8M |
UBERUBER TECHNOLOGIES INC | $9.6M |
PDDPDD HOLDINGS INC | $9.3M |
VVISA INC | $9.0M |
ASAMER SPORTS INC | $7.4M |
ZTSZOETIS INC | $6.2M |
HTHTH WORLD GROUP LTD | $6.2M |
BIRKBIRKENSTOCK HOLDING PLC | $5.9M |
XYZBLOCK INC | $5.4M |
ROIVROIVANT SCIENCES LTD | $5.4M |
CSGPCOSTAR GROUP INC | $5.2M |
ELFE L F BEAUTY INC | $5.0M |
MSFTMICROSOFT CORP | $4.6M |
NVDANVIDIA CORPORATION | $4.6M |
NFLXNETFLIX INC | $4.2M |
CNTACENTESSA PHARMACEUTICALS PLC | $3.8M |
VERAVERA THERAPEUTICS INC | $3.8M |
APGEAPOGEE THERAPEUTICS INC | $3.8M |
ADCTADC THERAPEUTICS SA | $3.7M |
VEEVVEEVA SYS INC | $3.6M |
IDYAIDEAYA BIOSCIENCES INC | $3.5M |
BBIOBRIDGEBIO PHARMA INC | $3.3M |
IMVTIMMUNOVANT INC | $3.1M |
JDJD.COM INC | $3.0M |
ZYMEZYMEWORKS INC | $3.0M |
PRQRPROQR THRAPEUTICS N V | $3.0M |
CDNSCADENCE DESIGN SYSTEM INC | $2.6M |
MRUSMERUS N V | $2.4M |
WVEWAVE LIFE SCIENCES LTD | $2.3M |
APHAMPHENOL CORP NEW | $2.3M |
MAMASTERCARD INCORPORATED | $2.1M |
WINGWINGSTOP INC | $2.0M |
BCYCBICYCLE THERAPEUTICS PLC | $2.0M |
IDXXIDEXX LABS INC | $1.9M |
ARWRARROWHEAD PHARMACEUTICALS IN | $1.8M |
SNPSSYNOPSYS INC | $1.7M |
GOSSGOSSAMER BIO INC | $1.7M |
BABAALIBABA GROUP HLDG LTD | $1.6M |
BNTXBIONTECH SE | $1.6M |
COGTCOGENT BIOSCIENCES INC | $1.6M |
GPCRSTRUCTURE THERAPEUTICS INC | $1.6M |
VRNAVERONA PHARMA PLC | $1.4M |
CPNGCOUPANG INC | $1.4M |
MGTXMEIRAGTX HLDGS PLC | $1.4M |
TXNTEXAS INSTRS INC | $1.3M |
MBXMBX BIOSCIENCES INC | $1.3M |
RCUSARCUS BIOSCIENCES INC | $1.3M |
SKYESKYE BIOSCIENCE INC | $1.2M |
VRTVERTIV HOLDINGS CO | $1.2M |
NOWSERVICENOW INC | $1.2M |
BKNGBOOKING HOLDINGS INC | $1.2M |
KLACKLA CORP | $1.1M |
PJXPETROLEO BRASILEIRO SA PETRO | $902K |
ANETARISTA NETWORKS INC | $886K |
ADIANALOG DEVICES INC | $857K |
AURAAURA BIOSCIENCES INC | $848K |
INTCINTEL CORP | $801K |
CDXSCODEXIS INC | $772K |
DRUGBRIGHT MINDS BIOSCIENCES INC | $739K |
MCHPMICROCHIP TECHNOLOGY INC. | $654K |
AKXANSYS INC | $415K |
LBRDKLIBERTY BROADBAND CORP | $388K |
BCCBOISE CASCADE CO DEL | $373K |
RDDTREDDIT INC | $350K |
WHRWHIRLPOOL CORP | $342K |
FUTUFUTU HLDGS LTD | $324K |
CVSCVS HEALTH CORP | $296K |
OMFONEMAIN HLDGS INC | $291K |
NENOBLE CORP PLC | $289K |
UNHUNITEDHEALTH GROUP INC | $286K |
RHRH | $280K |
SRESEMPRA | $278K |
CITHE CIGNA GROUP | $268K |
DYHTARGET CORP | $267K |
KSSKOHLS CORP | $264K |
CLBCORE LABORATORIES INC | $263K |
TKRTIMKEN CO | $262K |
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