Filer Name: PLATINUM INVESTMENT MANAGEMENT LTD
CIK: 1256071
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 115
Portfolio Value: $1.70B

Platinum Investment Management Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ZTO US ZTO EXPRESS CAYMAN INC-ADR 12,046,482 $236M 13.83% -22.6% -
TRU US TRANSUNION 1,722,276 $160M 9.38% -8.8% -
GOOGL US ALPHABET INC-CL A 746,079 $141M 8.30% 16.3% -
ICE US INTERCONTINENTAL EXCHANGE IN 837,424 $125M 7.33% -13.0% -
AVGO US BROADCOM INC 527,301 $122M 7.18% 35.9% -
SLB US SCHLUMBERGER LTD 2,108,295 $81M 4.75% 18.1% -
GOOG US ALPHABET INC-CL C 380,015 $72M 4.25% 32.8% -
NICE US NICE LTD - SPON ADR 405,309 $69M 4.04% 40.9% -
LW US LAMB WESTON HOLDINGS INC 1,002,213 $67M 3.93% -6.1% -
CCJ US CAMECO CORP 1,042,725 $54M 3.15% -64.3% -
PDD US PDD HOLDINGS INC 504,465 $49M 2.87% -53.8% -
TCOM US TRIP.COM GROUP LTD-ADR 677,282 $47M 2.73% -53.4% -
BAX US BAXTER INTERNATIONAL INC 1,508,749 $44M 2.58% -4.9% -
MU US MICRON TECHNOLOGY INC 488,149 $41M 2.41% -7.2% -
VAL US VALARIS LTD 814,110 $36M 2.12% -5.0% -
PBR US PETROLEO BRASILEIRO-SPON ADR 2,175,491 $28M 1.64% -5.2% -
DDL US DINGDONG CAYMAN LTD -SPN ADR 8,125,973 $27M 1.57% -5.1% -
SWKS US SKYWORKS SOLUTIONS INC 259,769 $23M 1.35% -51.8% -
NOAH US NOAH HOLDINGS LTD-SPON ADS 1,952,751 $23M 1.34% -4.1% -
STNG US SCORPIO TANKERS INC 402,043 $20M 1.17% -9.7% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us