Platinum Investment Management
$407M 13F equity value
99 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Platinum Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | 1,994,127 | $45M | 11.0% |
| MU | MICRON TECHNOLOGY INC | 17,782 | $21M | 5.0% |
| LRCX | LAM RESEARCH CORP | 46,439 | $20M | 4.9% |
| TCOM | TRIP COM GROUP LTD | 351,921 | $14M | 3.4% |
| DDL | DINGDONG CAYMAN LTD | 6,486,507 | $13M | 3.1% |
| NOAH | NOAH HLDGS LTD | 993,612 | $10M | 2.4% |
| AVGO | BROADCOM INC | 26,186 | $10M | 2.4% |
| BIRK | BIRKENSTOCK HOLDING PLC | 210,000 | $9M | 2.2% |
| AZN | ASTRAZENECA PLC | 48,088 | $9M | 2.2% |
| GOOG | ALPHABET INC | 24,592 | $9M | 2.1% |
Track Platinum Investment Management's 13F portfolio: $407M in reported holdings, 99 positions. Top holdings and quarterly changes on SentiSense.
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