Universe · entity
PLATINUM INVESTMENT MANAGEMENT LTD
Institutional manager (13F) · CIK 1256071
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $334M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | $50M | 1,994,127 |
| 2 | TRIP COM GROUP LTD | $19M | 379,718 |
| 3 | DINGDONG CAYMAN LTD | $17M | 6,486,507 |
| 4 | LAM RESEARCH CORP | $10M | 46,439 |
| 5 | BIRKENSTOCK HOLDING PLC | $10M | 275,000 |
| 6 | NOAH HLDGS LTD | $10M | 993,612 |
| 7 | ASTRAZENECA PLC | $9M | 48,088 |
| 8 | BROADCOM INC | $8M | 26,186 |
| 9 | PDD HOLDINGS INC | $8M | 78,445 |
| 10 | MICRON TECHNOLOGY INC | $8M | 23,656 |
| 11 | MERCK & CO INC | $8M | 63,316 |
| 12 | ALPHABET INC | $7M | 24,592 |
| 13 | JOHNSON & JOHNSON | $7M | 27,830 |
| 14 | ABBVIE INC | $7M | 30,102 |
| 15 | YUM BRANDS INC | $6M | 39,847 |
| 16 | CATERPILLAR INC | $6M | 8,500 |
| 17 | H WORLD GROUP LTD | $6M | 117,996 |
| 18 | TERNS PHARMACEUTICALS INC | $6M | 110,734 |
| 19 | ROGERS COMMUNICATIONS INC | $6M | 147,160 |
| 20 | CENTESSA PHARMACEUTICALS PLC | $5M | 137,741 |
| 21 | ZOETIS INC | $5M | 42,000 |
| 22 | AMER SPORTS INC | $5M | 150,000 |
| 23 | NVIDIA CORPORATION | $5M | 28,191 |
| 24 | APOGEE THERAPEUTICS INC | $5M | 58,314 |
| 25 | NETFLIX INC. | $5M | 50,023 |
| 26 | CAMECO CORP | $5M | 42,356 |
| 27 | VERA THERAPEUTICS INC | $5M | 113,687 |
| 28 | IQVIA HLDGS INC | $5M | 26,708 |
| 29 | VISA INC | $5M | 15,000 |
| 30 | IMMUNOVANT INC | $5M | 181,774 |
| 31 | ADOBE INC | $5M | 18,571 |
| 32 | VALARIS LTD | $5M | 45,956 |
| 33 | UBS GROUP AG | $4M | 117,507 |
| 34 | KROGER CO | $4M | 60,743 |
| 35 | E L F BEAUTY INC | $4M | 72,500 |
| 36 | COGENT BIOSCIENCES INC | $4M | 112,066 |
| 37 | ARROWHEAD PHARMACEUTICALS IN | $4M | 64,752 |
| 38 | HOME DEPOT INC | $4M | 11,500 |
| 39 | INTERCONTINENTAL EXCHANGE IN | $4M | 23,913 |
| 40 | ADC THERAPEUTICS SA | $4M | 990,778 |
| 41 | BRIDGEBIO PHARMA INC | $4M | 49,269 |
| 42 | CAVA GROUP INC | $4M | 45,000 |
| 43 | FAIR ISAAC CORP | $4M | 3,400 |
| 44 | ALPHABET INC | $3M | 12,000 |
| 45 | FLOOR & DECOR HLDGS INC | $3M | 67,500 |
| 46 | STRUCTURE THERAPEUTICS INC | $3M | 66,864 |
| 47 | COSTAR GROUP INC | $3M | 77,500 |
| 48 | TRANSUNION | $3M | 44,595 |
| 49 | IDEAYA BIOSCIENCES INC | $3M | 91,637 |
| 50 | ARCUS BIOSCIENCES INC | $3M | 134,217 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.