13F Filings for PLATINUM INVESTMENT MANAGEMENT LTD (CIK: 1256071)
View the most recent portfolio holdings disclosed by PLATINUM INVESTMENT MANAGEMENT LTD in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 617.23K | $108.77M | 7.23% | Decreased | 123.85K (16.0%, $5.83M) |
| UBS - UBS GROUP AG(Class: SHS) | 2.78M | $93.67M | 6.23% | Decreased | 1.56M (35.0%, $38.03M) |
| AVGO - BROADCOM INC(Class: COM) | 283.13K | $78.05M | 5.19% | Decreased | 241.96K (46.0%, $9.87M) |
| RCI - ROGERS COMMUNICATIONS INC(Class: CL B) | 2.62M | $77.69M | 5.17% | New | 2.62M ($77.69M) |
| CCJ - CAMECO CORP(Class: COM) | 1M | $74.38M | 4.95% | Decreased | 974.15K (49.0%, $6.97M) |
| LRCX - LAM RESEARCH CORP(Class: COM NEW) | 733.19K | $71.37M | 4.75% | Decreased | 411.14K (35.0%, $11.82M) |
| ADBE - ADOBE INC(Class: COM) | 180.69K | $69.91M | 4.65% | Increased | 177.92K (6425.0%, $68.84M) |
| MRK - MERCK CO INC(Class: COM) | 875.82K | $69.33M | 4.61% | Decreased | 159.40K (15.0%, $23.59M) |
| MU - MICRON TECHNOLOGY INC(Class: COM) | 560.44K | $69.07M | 4.59% | Decreased | 376.38K (40.0%, $12.33M) |
| ABBV - ABBVIE INC(Class: COM) | 365.44K | $67.83M | 4.51% | Decreased | 52.93K (12.0%, $19.82M) |
| JNJ - JOHNSON JOHNSON(Class: COM) | 439.51K | $67.13M | 4.46% | Increased | 403.57K (1122.0%, $61.17M) |
| YUM - YUM BRANDS INC(Class: COM) | 434.28K | $64.35M | 4.28% | New | 434.28K ($64.35M) |
| ICE - INTERCONTINENTAL EXCHANGE IN(Class: COM) | 347.08K | $63.68M | 4.24% | Decreased | 116.05K (25.0%, $16.21M) |
| TRU - TRANSUNION(Class: COM) | 713.76K | $62.81M | 4.18% | Decreased | 997.62K (58.0%, $79.22M) |
| IQV - IQVIA HLDGS INC(Class: COM) | 390.80K | $61.59M | 4.10% | New | 390.80K ($61.59M) |
| VAL - VALARIS LTD(Class: CL A) | 1.15M | $48.41M | 3.22% | Decreased | 1.10M (48.0%, $40.02M) |
| ZTO - ZTO EXPRESS CAYMAN INC(Class: SPONSORED ADS A) | 2.53M | $44.90M | 2.99% | Decreased | 7.70M (75.0%, $158.10M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 187.95K | $33.34M | 2.22% | Decreased | 174.66K (48.0%, $23.31M) |
| TCOM - TRIP COM GROUP LTD(Class: ADS) | 526.98K | $30.90M | 2.06% | Decreased | 150.30K (22.0%, $12.16M) |
| NOAH - NOAH HLDGS LTD(Class: SPON ADS) | 1.39M | $16.63M | 1.11% | Decreased | 456.34K (24.0%, $843.67K) |
| DDL - DINGDONG CAYMAN LTD(Class: ADS) | 6.68M | $13.49M | 0.90% | Decreased | 1.45M (17.0%, $8.45M) |
| FLUT - FLUTTER ENTMT PLC(Class: SHS) | 40K | $11.38M | 0.76% | Increased | 2K (5.0%, $3.01M) |
| META - META PLATFORMS INC(Class: CL A) | 15.27K | $11.27M | 0.75% | Increased | 726 (4.0%, $2.89M) |
| AMZN - AMAZON COM INC(Class: COM) | 49.23K | $10.80M | 0.72% | Decreased | 5.54K (10.0%, $380.47K) |
| UBER - UBER TECHNOLOGIES INC(Class: COM) | 103.27K | $9.63M | 0.64% | Increased | 7.34K (7.0%, $2.65M) |