PLATINUM INVESTMENT MANAGEMENT LTD: 13F holdings
CIK 12560712026Q2
| Positions | 85 |
|---|
| Reported value | $406.7m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 85 (-4 vs prior quarter) |
|---|
| Reported value | $406.7m (+2.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ZTO ZTO EXPRESS CAYMAN INC | 1,994,127 | $44.6m | 11.0% |
| MU MICRON TECHNOLOGY INC | 17,782 | $20.5m | 5.0% |
| LRCX LAM RESEARCH CORP | 46,439 | $20.1m | 4.9% |
| TCOM TRIP COM GROUP LTD | 351,921 | $14.0m | 3.4% |
| DDL DINGDONG CAYMAN LTD | 6,486,507 | $12.5m | 3.1% |
| NOAH NOAH HLDGS LTD | 993,612 | $9.9m | 2.4% |
| AVGO BROADCOM INC | 26,186 | $9.9m | 2.4% |
| BIRKENSTOCK HOLDING PLC | 210,000 | $9.0m | 2.2% |
| ASTRAZENECA PLC | 48,088 | $9.0m | 2.2% |
| GOOG ALPHABET INC | 24,592 | $8.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1256071")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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