PLATINUM INVESTMENT MANAGEMENT LTD Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$1.7T
Holdings
115
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 12,046,482 | $235.5B | 13.83% | |
| 2 | TRUTRANSUNION | 1,722,276 | $159.7B | 9.38% | |
| 3 | GOOGLALPHABET INC | 746,079 | $141.2B | 8.30% | |
| 4 | ICEINTERCONTINENTAL EXCHANGE IN | 837,424 | $124.8B | 7.33% | |
| 5 | AVGOBROADCOM INC | 527,301 | $122.2B | 7.18% | |
| 6 | SLBSCHLUMBERGER LTD | 2,108,295 | $80.8B | 4.75% | |
| 7 | GOOGALPHABET INC | 380,015 | $72.4B | 4.25% | |
| 8 | NSYNICE LTD | 405,309 | $68.8B | 4.04% | |
| 9 | LWLAMB WESTON HLDGS INC | 1,002,213 | $67.0B | 3.93% | |
| 10 | CCOCAMECO CORP | 1,042,725 | $53.6B | 3.15% | |
| 11 | PDDPDD HOLDINGS INC | 504,465 | $48.9B | 2.87% | |
| 12 | CLVTRIP COM GROUP LTD | 677,282 | $46.5B | 2.73% | |
| 13 | BAXBAXTER INTL INC | 1,508,749 | $44.0B | 2.58% | |
| 14 | MUMICRON TECHNOLOGY INC | 488,149 | $41.1B | 2.41% | |
| 15 | VALVALARIS LTD | 814,110 | $36.0B | 2.12% | |
| 16 | PBRPETROLEO BRASILEIRO SA PETRO | 2,175,491 | $28.0B | 1.64% | |
| 17 | DDLDINGDONG CAYMAN LTD | 8,125,973 | $26.7B | 1.57% | |
| 18 | AWMSKYWORKS SOLUTIONS INC | 259,769 | $23.0B | 1.35% | |
| 19 | NOAHNOAH HLDGS LTD | 1,952,751 | $22.9B | 1.34% | |
| 20 | STNGSCORPIO TANKERS INC | 402,043 | $20.0B | 1.17% | |
| 21 | JDJD.COM INC | 457,865 | $15.9B | 0.93% | |
| 22 | AMZNAMAZON COM INC | 59,770 | $13.1B | 0.77% | |
| 23 | METAMETA PLATFORMS INC | 19,463 | $11.4B | 0.67% | |
| 24 | FLUTFLUTTER ENTMT PLC | 40,000 | $10.4B | 0.61% | |
| 25 | VVISA INC | 30,048 | $9.5B | 0.56% | |
| 26 | HTHTH WORLD GROUP LTD | 248,238 | $8.2B | 0.48% | |
| 27 | ASAMER SPORTS INC | 250,000 | $7.0B | 0.41% | |
| 28 | ZTSZOETIS INC | 40,000 | $6.5B | 0.38% | |
| 29 | ROIVROIVANT SCIENCES LTD | 528,031 | $6.2B | 0.37% | |
| 30 | CNTACENTESSA PHARMACEUTICALS PLC | 370,278 | $6.2B | 0.36% | |
| 31 | JNJJOHNSON & JOHNSON | 35,942 | $5.2B | 0.31% | |
| 32 | PYPLPAYPAL HLDGS INC | 60,000 | $5.1B | 0.30% | |
| 33 | BIRKBIRKENSTOCK HOLDING PLC | 90,000 | $5.1B | 0.30% | |
| 34 | VERAVERA THERAPEUTICS INC | 119,664 | $5.1B | 0.30% | |
| 35 | IMVTIMMUNOVANT INC | 202,323 | $5.0B | 0.29% | |
| 36 | CSGPCOSTAR GROUP INC | 70,000 | $5.0B | 0.29% | |
| 37 | RXRXRECURSION PHARMACEUTICALS IN | 733,011 | $5.0B | 0.29% | |
| 38 | ELFE L F BEAUTY INC | 37,300 | $4.7B | 0.28% | |
| 39 | ZYMEZYMEWORKS INC | 306,460 | $4.5B | 0.26% | |
| 40 | AAPLAPPLE INC | 17,500 | $4.4B | 0.26% | |
| 41 | APGEAPOGEE THERAPEUTICS INC | 95,646 | $4.3B | 0.25% | |
| 42 | BCYCBICYCLE THERAPEUTICS PLC | 309,059 | $4.3B | 0.25% | |
| 43 | PRQRPROQR THRAPEUTICS N V | 1,538,247 | $4.1B | 0.24% | |
| 44 | IDYAIDEAYA BIOSCIENCES INC | 152,713 | $3.9B | 0.23% | |
| 45 | WVEWAVE LIFE SCIENCES LTD | 311,992 | $3.9B | 0.23% | |
| 46 | MSFTMICROSOFT CORP | 8,989 | $3.8B | 0.22% | |
| 47 | VEEVVEEVA SYS INC | 17,119 | $3.6B | 0.21% | |
| 48 | NFLXNETFLIX INC | 3,618 | $3.2B | 0.19% | |
| 49 | ADCTADC THERAPEUTICS SA | 1,612,556 | $3.2B | 0.19% | |
| 50 | MBXMBX BIOSCIENCES INC | 162,090 | $3.0B | 0.18% | |
| 51 | TRMDTORM PLC | 152,439 | $2.9B | 0.17% | |
| 52 | MRUSMERUS N V | 69,085 | $2.9B | 0.17% | |
| 53 | GOSSGOSSAMER BIO INC | 3,180,295 | $2.9B | 0.17% | |
| 54 | MAMASTERCARD INCORPORATED | 5,425 | $2.9B | 0.17% | |
| 55 | QTRXQUANTERIX CORP | 260,181 | $2.8B | 0.16% | |
| 56 | ACIUAC IMMUNE SA | 952,069 | $2.6B | 0.15% | |
| 57 | BABAALIBABA GROUP HLDG LTD | 28,845 | $2.4B | 0.14% | |
| 58 | RCUSARCUS BIOSCIENCES INC | 153,783 | $2.3B | 0.13% | |
| 59 | IMTXIMMATICS N.V | 311,722 | $2.2B | 0.13% | |
| 60 | TXNTEXAS INSTRS INC | 10,993 | $2.1B | 0.12% | |
| 61 | GPCRSTRUCTURE THERAPEUTICS INC | 74,900 | $2.0B | 0.12% | |
| 62 | ESPRESPERION THERAPEUTICS INC NE | 840,052 | $1.8B | 0.11% | |
| 63 | SWTXSPRINGWORKS THERAPEUTICS INC | 46,895 | $1.7B | 0.10% | |
| 64 | ARWRARROWHEAD PHARMACEUTICALS IN | 88,425 | $1.7B | 0.10% | |
| 65 | CDNSCADENCE DESIGN SYSTEM INC | 5,448 | $1.6B | 0.10% | |
| 66 | SNPSSYNOPSYS INC | 3,317 | $1.6B | 0.09% | |
| 67 | PTCPTC INC | 8,455 | $1.6B | 0.09% | |
| 68 | MGTXMEIRAGTX HLDGS PLC | 250,000 | $1.5B | 0.09% | |
| 69 | ABSIABSCI CORPORATION | 551,188 | $1.4B | 0.08% | |
| 70 | AURAAURA BIOSCIENCES INC | 162,358 | $1.3B | 0.08% | |
| 71 | ADSKAUTODESK INC | 4,336 | $1.3B | 0.08% | |
| 72 | LRCXLAM RESEARCH CORP | 17,086 | $1.2B | 0.07% | |
| 73 | COGTCOGENT BIOSCIENCES INC | 157,851 | $1.2B | 0.07% | |
| 74 | SKYESKYE BIOSCIENCE INC | 434,046 | $1.2B | 0.07% | |
| 75 | AMATAPPLIED MATLS INC | 7,536 | $1.2B | 0.07% | |
| 76 | BKNGBOOKING HOLDINGS INC | 200 | $993.7M | 0.06% | |
| 77 | ALLKGUSDALLAKOS INC | 815,956 | $987.3M | 0.06% | |
| 78 | CDXSCODEXIS INC | 200,063 | $954.3M | 0.06% | |
| 79 | UBERUBER TECHNOLOGIES INC | 15,563 | $938.8M | 0.06% | |
| 80 | CPNGCOUPANG INC | 36,111 | $793.7M | 0.05% | |
| 81 | ISRGINTUITIVE SURGICAL INC | 1,455 | $759.5M | 0.04% | |
| 82 | KURAKURA ONCOLOGY INC | 76,533 | $666.6M | 0.04% | |
| 83 | APHAMPHENOL CORP NEW | 8,474 | $588.5M | 0.03% | |
| 84 | TTDTHE TRADE DESK INC | 3,745 | $440.1M | 0.03% | |
| 85 | AKXANSYS INC | 1,182 | $398.7M | 0.02% | |
| 86 | INTCINTEL CORP | 13,171 | $264.1M | 0.02% | |
| 87 | NVDANVIDIA CORPORATION | 1,582 | $212.4M | 0.01% | |
| 88 | LBRDKLIBERTY BROADBAND CORP | 1,747 | $130.6M | 0.01% | |
| 89 | SRESEMPRA | 1,476 | $129.5M | 0.01% | |
| 90 | NENOBLE CORP PLC | 2,862 | $89.9M | 0.01% | |
| 91 | CVSCVS HEALTH CORP | 1,980 | $88.9M | 0.01% | |
| 92 | WHRWHIRLPOOL CORP | 776 | $88.8M | 0.01% | |
| 93 | QC10FLAGSTAR FINANCIAL INC | 9,510 | $88.7M | 0.01% | |
| 94 | JAZZJAZZ PHARMACEUTICALS PLC | 720 | $88.7M | 0.01% | |
| 95 | CLBCORE LABORATORIES INC | 5,098 | $88.2M | 0.01% | |
| 96 | HCAHCA HEALTHCARE INC | 292 | $87.6M | 0.01% | |
| 97 | UHSUNIVERSAL HLTH SVCS INC | 488 | $87.6M | 0.01% | |
| 98 | TSNTYSON FOODS INC | 1,523 | $87.5M | 0.01% | |
| 99 | BWABORGWARNER INC | 2,750 | $87.4M | 0.01% | |
| 100 | CITHE CIGNA GROUP | 316 | $87.3M | 0.01% |
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