PLATINUM INVESTMENT MANAGEMENT LTD Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.5B
Holdings
120
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (120 positions)
| Stock | Value |
|---|---|
ICEINTERCONTINENTAL EXCHANGE IN | $100.3M |
GOOGLALPHABET INC | $92.7M |
ABBVABBVIE INC | $85.7M |
JNJJOHNSON & JOHNSON | $79.2M |
MRKMERCK & CO INC | $78.8M |
MUMICRON TECHNOLOGY INC | $78.7M |
LRCXLAM RESEARCH CORP | $77.0M |
AVGOBROADCOM INC | $70.3M |
IQVIQVIA HLDGS INC | $69.8M |
ADBEADOBE INC | $67.4M |
YUMYUM BRANDS INC | $66.0M |
UBSUBS GROUP AG | $59.0M |
RCI/BROGERS COMMUNICATIONS INC | $58.7M |
CCOCAMECO CORP | $56.6M |
TRUTRANSUNION | $51.5M |
VALVALARIS LTD | $47.0M |
ZTOZTO EXPRESS CAYMAN INC | $43.1M |
CLVTRIP COM GROUP LTD | $35.7M |
GOOGALPHABET INC | $31.4M |
KRKROGER CO | $28.7M |
NOAHNOAH HLDGS LTD | $15.0M |
DDLDINGDONG CAYMAN LTD | $13.8M |
BIRKBIRKENSTOCK HOLDING PLC | $11.8M |
PDDPDD HOLDINGS INC | $11.7M |
AMZNAMAZON COM INC | $9.3M |
VVISA INC | $8.3M |
FICOFAIR ISAAC CORP | $7.7M |
HTHTH WORLD GROUP LTD | $7.2M |
UBERUBER TECHNOLOGIES INC | $7.1M |
ASAMER SPORTS INC | $6.3M |
FLUTFLUTTER ENTMT PLC | $5.9M |
ZTSZOETIS INC | $5.9M |
HDHOME DEPOT INC | $5.7M |
METAMETA PLATFORMS INC | $5.5M |
WWWWOLVERINE WORLD WIDE INC | $5.5M |
NVDANVIDIA CORPORATION | $5.3M |
VERAVERA THERAPEUTICS INC | $4.6M |
CSGPCOSTAR GROUP INC | $4.6M |
ADCTADC THERAPEUTICS SA | $4.6M |
IDYAIDEAYA BIOSCIENCES INC | $4.5M |
CNTACENTESSA PHARMACEUTICALS PLC | $4.5M |
MSFTMICROSOFT CORP | $4.4M |
FNDFLOOR & DECOR HLDGS INC | $4.4M |
ELFE L F BEAUTY INC | $4.0M |
ARWRARROWHEAD PHARMACEUTICALS IN | $3.8M |
APGEAPOGEE THERAPEUTICS INC | $3.7M |
ROIVROIVANT SCIENCES LTD | $3.6M |
GPCRSTRUCTURE THERAPEUTICS INC | $3.4M |
VEEVVEEVA SYS INC | $3.3M |
BBIOBRIDGEBIO PHARMA INC | $3.2M |
IMVTIMMUNOVANT INC | $3.2M |
COGTCOGENT BIOSCIENCES INC | $3.2M |
NFLXNETFLIX INC | $3.1M |
MAMASTERCARD INCORPORATED | $2.9M |
VRTVERTIV HOLDINGS CO | $2.9M |
KLACKLA CORP | $2.8M |
MRUSMERUS N V | $2.7M |
PRQRPROQR THRAPEUTICS N V | $2.6M |
ANETARISTA NETWORKS INC | $2.5M |
APHAMPHENOL CORP NEW | $2.5M |
BABAALIBABA GROUP HLDG LTD | $2.3M |
IDXXIDEXX LABS INC | $2.2M |
ISRGINTUITIVE SURGICAL INC | $2.2M |
TELTE CONNECTIVITY PLC | $2.1M |
ZYMEZYMEWORKS INC | $2.1M |
RCUSARCUS BIOSCIENCES INC | $2.1M |
GOSSGOSSAMER BIO INC | $2.0M |
WVEWAVE LIFE SCIENCES LTD | $2.0M |
CPNGCOUPANG INC | $1.9M |
DRUGBRIGHT MINDS BIOSCIENCES INC | $1.7M |
BNTXBIONTECH SE | $1.7M |
CDNSCADENCE DESIGN SYSTEM INC | $1.6M |
NOWSERVICENOW INC | $1.5M |
WINGWINGSTOP INC | $1.5M |
INTCINTEL CORP | $1.5M |
BCYCBICYCLE THERAPEUTICS PLC | $1.4M |
BROSDUTCH BROS INC | $1.3M |
JDJD.COM INC | $1.3M |
MBXMBX BIOSCIENCES INC | $1.2M |
GRABGRAB HOLDINGS LIMITED | $1.1M |
BKNGBOOKING HOLDINGS INC | $1.1M |
MGTXMEIRAGTX HLDGS PLC | $1.0M |
RVMDREVOLUTION MEDICINES INC | $961K |
TERNTERNS PHARMACEUTICALS INC | $940K |
SKYESKYE BIOSCIENCE INC | $916K |
PLTRPALANTIR TECHNOLOGIES INC | $856K |
PJXPETROLEO BRASILEIRO SA PETRO | $856K |
DRSLEONARDO DRS INC | $838K |
AURAAURA BIOSCIENCES INC | $837K |
STOKSTOKE THERAPEUTICS INC | $773K |
ARVNARVINAS INC | $741K |
CDXSCODEXIS INC | $645K |
LBRDKLIBERTY BROADBAND CORP | $463K |
BCCBOISE CASCADE CO DEL | $387K |
UHSUNIVERSAL HLTH SVCS INC | $314K |
BBYBEST BUY INC | $305K |
SRESEMPRA | $305K |
CVSCVS HEALTH CORP | $299K |
CLBCORE LABORATORIES INC | $294K |
DYHTARGET CORP | $293K |
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