PLATINUM INVESTMENT MANAGEMENT LTD
PLATINUM INVESTMENT MANAGEMENT LTD reported 85 positions worth $406.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ZTO (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ZTO | SH | $44.6M | 10.97% | 1,994,127 | — | — | |
| ▸ 2 | MU | SH | $20.5M | 5.05% | 17,782 | — | — | |
| ▸ 3 | LRCX | SH | $20.1M | 4.95% | 46,439 | — | — | |
| ▸ 4 | TCOM | SH | $14.0M | 3.45% | 351,921 | — | — | |
| ▸ 5 | DDL | SH | $12.5M | 3.08% | 6,486,507 | — | — | |
| ▸ 6 | NOAH | SH | $9.9M | 2.44% | 993,612 | — | — | |
| ▸ 7 | AVGO | SH | $9.9M | 2.43% | 26,186 | — | — | |
| ▸ 8 | BIRK | SH | $9.0M | 2.22% | 210,000 | — | — | |
| ▸ 9 | AZN | SH | $9.0M | 2.21% | 48,088 | — | — | |
| ▸ 10 | GOOG | SH | $8.7M | 2.14% | 24,592 | — | — |
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Frequently Asked Questions
What stocks does PLATINUM INVESTMENT MANAGEMENT LTD hold as of Q2 2026?
PLATINUM INVESTMENT MANAGEMENT LTD reported 85 positions worth $406.7M in its Q2 2026 13F filing. Largest positions: ZTO (11.0%), MU (5.0%), LRCX (4.9%), TCOM (3.4%) and DDL (3.1%).
What did PLATINUM INVESTMENT MANAGEMENT LTD buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PLATINUM INVESTMENT MANAGEMENT LTD sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.