Platinum Investment Management Ltd Top Holdings and 13F Report (2026) About Platinum Investment Management LtdInvestment ActivityPlatinum Investment Management Ltd has $396.75 million in total holdings as of March 31, 2026.Platinum Investment Management Ltd owns shares of 89 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 8.22% of the portfolio was purchased this quarter.About 14.67% of the portfolio was sold this quarter.This quarter, Platinum Investment Management Ltd has purchased 124 new stocks and bought additional shares in 16 stocks.Platinum Investment Management Ltd sold shares of 30 stocks and completely divested from 42 stocks this quarter.Largest Holdings ZTO Express (Cayman) $50,192,177Trip.com Group $18,906,159Dingdong (Cayman) $16,670,323LAM RESEARCH CORP $9,922,157BIRKENSTOCK HOLDING PLC $9,853,250 Largest New Holdings this Quarter G0593M107 - AstraZeneca $9,319,429 Holding64110L106 - Netflix $4,809,711 Holding278768106 - EchoStar $1,464,429 Holding24477V105 - DEFINIUM THERAPEUTICS INC $1,323,000 Holding032095101 - Amphenol $1,192,744 Holding Largest Purchases this Quarter AstraZeneca 48,088 shares (about $9.32M)Netflix 50,023 shares (about $4.81M)Caterpillar 3,000 shares (about $2.13M)e.l.f. Beauty 30,500 shares (about $1.85M)EchoStar 12,509 shares (about $1.46M) Largest Sales this Quarter Alphabet 12,251 shares (about $3.51M)Trip.com Group 64,000 shares (about $3.19M)Modine Manufacturing 13,822 shares (about $3.00M)Roivant Sciences 96,749 shares (about $2.68M)LAM RESEARCH CORP 9,406 shares (about $2.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatinum Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorZTOZTO Express (Cayman)$50,192,1770.0%1,994,12712.7%TransportationTCOMTrip.com Group$18,906,159$3,186,560 â–¼-14.4%379,7184.8%Consumer DiscretionaryDDLDingdong (Cayman)$16,670,323$65,838 â–²0.4%6,486,5074.2%Retail/WholesaleLAM RESEARCH CORP$9,922,157$2,009,686 â–¼-16.8%46,4392.5%COM NEWBIRKENSTOCK HOLDING PLC$9,853,250$981,742 â–²11.1%275,0002.5%COM SHSNOAHNoah$9,836,759$646,470 â–¼-6.2%993,6122.5%FinanceAZNCFAstraZeneca$9,319,429$9,319,429 â–²New Holding48,0882.3%MedicalAVGOBroadcom$8,104,829$1,450,983 â–¼-15.2%26,1862.0%Computer and TechnologyPDDPDD$8,015,5100.0%78,4452.0%Retail/WholesaleMUMicron Technology$7,991,943$427,030 â–¼-5.1%23,6562.0%Computer and TechnologyMRKMerck & Co., Inc.$7,616,2820.0%63,3161.9%MedicalGOOGAlphabet$7,054,461$3,514,322 â–¼-33.3%24,5921.8%Computer and TechnologyJNJJohnson & Johnson$6,802,7650.0%27,8301.7%MedicalABBVAbbVie$6,546,8840.0%30,1021.7%MedicalYUMYum! Brands$6,195,4120.0%39,8471.6%Retail/WholesaleCATCaterpillar$6,021,910$2,125,380 â–²54.5%8,5001.5%IndustrialsHTHTH World Group$5,934,0190.0%117,9961.5%Consumer DiscretionaryTERNTerns Pharmaceuticals$5,837,8960.0%110,7341.5%MedicalRCIRogers Communication$5,640,1320.0%147,1601.4%UtilitiesCNTACentessa Pharmaceuticals$5,471,073$689,539 â–¼-11.2%137,7411.4%MedicalZTSZoetis$4,964,8200.0%42,0001.3%MedicalAMER SPORTS INC$4,938,000$329,200 â–¼-6.3%150,0001.2%COM SHSNVDANVIDIA$4,916,5100.0%28,1911.2%Computer and TechnologyAPOGEE THERAPEUTICS INC$4,908,289$917,285 â–¼-15.7%58,3141.2%COMNFLXNetflix$4,809,711$4,809,711 â–²New Holding50,0231.2%Consumer DiscretionaryCCJCameco$4,600,2850.0%42,3561.2%Basic MaterialsVERAVera Therapeutics$4,573,628$229,190 â–¼-4.8%113,6871.2%MedicalIQVIQVIA$4,554,7820.0%26,7081.1%MedicalVVisa$4,533,600$90,672 â–²2.0%15,0001.1%Business ServicesIMVTImmunovant$4,515,2660.0%181,7741.1%MedicalADBEAdobe$4,514,239$1,148,553 â–²34.1%18,5711.1%Computer and TechnologyVALValaris$4,505,5260.0%45,9561.1%EnergyUBSUBS Group$4,497,4340.0%117,5071.1%FinanceKRKroger$4,395,363$428,588 â–¼-8.9%60,7431.1%Retail/WholesaleELFe.l.f. Beauty$4,394,225$1,848,605 â–²72.6%72,5001.1%Consumer StaplesCOGTCogent Biosciences$4,313,420$352,684 â–¼-7.6%112,0661.1%MedicalARWRArrowhead Pharmaceuticals$4,059,950$1,550,696 â–¼-27.6%64,7521.0%MedicalHDHome Depot$3,782,235$592,002 â–¼-13.5%11,5001.0%Retail/WholesaleICEIntercontinental Exchange$3,761,037$1,249,275 â–¼-24.9%23,9130.9%FinanceADCTADC Therapeutics$3,715,4180.0%990,7780.9%MedicalBBIOBridgeBio Pharma$3,658,716$112,355 â–²3.2%49,2690.9%MedicalCAVACAVA Group$3,640,500$606,750 â–²20.0%45,0000.9%Retail/WholesaleFICOFair Isaac$3,629,636$490,001 â–¼-11.9%3,4000.9%Computer and TechnologyGOOGLAlphabet$3,450,720$1,150,240 â–¼-25.0%12,0000.9%Computer and TechnologyFNDFloor & Decor$3,429,000$71,120 â–¼-2.0%67,5000.9%Retail/WholesaleGPCRStructure Therapeutics$3,222,845$1,012,682 â–¼-23.9%66,8640.8%MedicalCSGPCoStar Group$3,126,350$504,250 â–²19.2%77,5000.8%Computer and TechnologyTRUTransUnion$3,085,5280.0%44,5950.8%Business ServicesIDYAIDEAYA Biosciences$3,053,345$965,180 â–¼-24.0%91,6370.8%MedicalRCUSArcus Biosciences$2,899,0870.0%134,2170.7%MedicalMETAMeta Platforms$2,860,650$1,144,260 â–¼-28.6%5,0000.7%Computer and TechnologyMAMastercard$2,842,5660.0%5,6890.7%Business ServicesMSIMotorola Solutions$2,734,879$879,657 â–²47.4%6,3020.7%Computer and TechnologyGE VERNOVA INC$2,659,7260.0%3,0470.7%COMBROSDutch Bros$2,659,650$759,900 â–²40.0%52,5000.7%Retail/WholesaleZYMEWORKS INC$2,633,8070.0%105,1840.7%COMROIVRoivant Sciences$2,559,397$2,679,947 â–¼-51.2%92,3970.6%MedicalVRTVertiv$2,537,624$480,613 â–¼-15.9%10,1270.6%Computer and TechnologyISRGIntuitive Surgical$2,233,9580.0%4,8460.6%MedicalPALISADE BIO INC$2,154,975$992,822 â–²85.4%1,231,4140.5%COMKLACKLA$2,146,774$855,470 â–¼-28.5%1,4580.5%Computer and TechnologyBKNGBooking$2,105,160$1,263,096 â–²150.0%5000.5%Retail/WholesaleRVMDRevolution Medicines$2,024,064$210,157 â–²11.6%20,8130.5%MedicalPRQRProQR Therapeutics$2,001,5330.0%1,235,5140.5%MedicalWVEWAVE Life Sciences$1,995,700$323,219 â–²19.3%275,2690.5%MedicalVEEVVeeva Systems$1,951,5830.0%11,1100.5%MedicalWINGWingstop$1,859,640$619,880 â–²50.0%12,0000.5%Retail/WholesaleIDXXIDEXX Laboratories$1,685,6700.0%3,0000.4%MedicalMSFTMicrosoft$1,530,283$1,643,185 â–¼-51.8%4,1340.4%Computer and TechnologyAMDAdvanced Micro Devices$1,466,7300.0%7,2100.4%Computer and TechnologySATSEchoStar$1,464,429$1,464,429 â–²New Holding12,5090.4%Computer and TechnologyBRIGHT MINDS BIOSCIENCES INC$1,395,697$189,941 â–¼-12.0%19,1270.4%COM NEWSTOKStoke Therapeutics$1,328,9360.0%40,8150.3%MedicalDEFINIUM THERAPEUTICS INC$1,323,000$1,323,000 â–²New Holding70,0000.3%COM SHSMBX BIOSCIENCES INC$1,301,3700.0%43,5970.3%COMAPHAmphenol$1,192,744$1,192,744 â–²New Holding9,4400.3%Computer and TechnologyBSXBoston Scientific$1,118,644$108,369 â–¼-8.8%17,8270.3%MedicalCCCCC4 Therapeutics$1,011,935$1,011,935 â–²New Holding384,7660.3%MedicalGLOBALSTAR INC$941,039$941,039 â–²New Holding14,1680.2%COM NEWBCYCBicycle Therapeutics$856,5580.0%184,6030.2%MedicalJDJD.com$847,181$65,143 â–¼-7.1%28,6500.2%Retail/WholesaleMGTXMeiraGTx$813,3650.0%93,9220.2%MedicalMODModine Manufacturing$787,307$2,995,364 â–¼-79.2%3,6330.2%Auto/Tires/TrucksARVNArvinas$768,7860.0%72,5270.2%MedicalAURAAura Biosciences$748,3770.0%111,8650.2%MedicalABSIAbsci$713,2920.0%237,7640.2%MedicalBABAAlibaba Group$537,345$131,733 â–¼-19.7%4,2830.1%Retail/WholesaleCDXSCodexis$431,0760.0%264,4640.1%MedicalSKYE BIOSCIENCE INC$143,2600.0%233,0950.0%COM NEWAMZNAmazon.com$0$7,173,886 â–¼-100.0%00.0%Retail/WholesaleUBERUber Technologies$0$5,165,461 â–¼-100.0%00.0%Computer and TechnologyWWWWolverine World Wide$0$3,630,000 â–¼-100.0%00.0%Consumer DiscretionaryGOSSGossamer Bio$0$1,742,048 â–¼-100.0%00.0%MedicalARISTA NETWORKS INC$0$1,632,110 â–¼-100.0%00.0%COM SHSSHOPIFY INC$0$1,313,676 â–¼-100.0%00.0%CL A SUB VTG SHSPOWER SOLUTIONS INTL INC$0$1,142,800 â–¼-100.0%00.0%COM NEWCPNGCoupang$0$1,126,069 â–¼-100.0%00.0%Retail/WholesaleMNMDMind Medicine (MindMed)$0$937,300 â–¼-100.0%00.0%MedicalMAGNUM ICE CREAM CO NV$0$346,668 â–¼-100.0%00.0%ORD SHSPONY AI INC$0$240,004 â–¼-100.0%00.0%SPONSORED ADSShowing largest 100 holdings. 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