13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD
PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-21, with 115 holding rows worth $1,503,580,241.
- Accession
- 0001085146-25-003979
- Filer
- CIK 1256071
- Filed
- 2025-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 115 entries on the cover page, a total value of $1,503,580,241 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,503,580,246 with VALUE read as dollars as filed, 13F file number 028-14358. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 617,233 | $108,774,972 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 2,778,489 | $93,674,573 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 283,133 | $78,045,611 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 2,624,304 | $77,686,630 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 1,002,144 | $74,379,038 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 733,193 | $71,369,007 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 180,691 | $69,905,734 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 875,820 | $69,329,911 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 560,437 | $69,073,860 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 365,440 | $67,832,973 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 439,508 | $67,134,847 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 434,284 | $64,352,203 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 347,080 | $63,678,768 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 713,760 | $62,810,880 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 390,795 | $61,585,384 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 1,149,538 | $48,407,045 | dollars as filed | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 2,529,610 | $44,900,578 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 187,953 | $33,340,983 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 526,979 | $30,902,049 | dollars as filed | |
| NOAH HLDGS LTD | 65487X102 | SPON ADS CL A | 1,393,053 | $16,633,053 | dollars as filed | |
| Dingdong Cayman Ltd -Sp | 25445D101 | COM | 6,677,746 | $13,489,047 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 40,000 | $11,376,732 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 15,272 | $11,272,110 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 49,232 | $10,801,008 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 103,265 | $9,634,625 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 88,509 | $9,263,352 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 25,209 | $8,950,455 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 190,000 | $7,364,400 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 40,000 | $6,238,000 | dollars as filed | |
| H WORLD GROUP LTD SPONSORED ADS | 44332N106 | ADR | 183,111 | $6,211,125 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 120,000 | $5,901,600 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 80,000 | $5,434,400 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 481,335 | $5,424,645 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 65,000 | $5,226,000 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 40,000 | $4,977,600 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,340 | $4,645,809 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,399 | $4,644,748 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,152 | $4,220,938 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 290,836 | $3,821,585 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 159,751 | $3,763,734 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 86,512 | $3,757,216 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 1,387,265 | $3,717,870 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 12,646 | $3,641,795 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 166,917 | $3,508,595 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 75,708 | $3,269,071 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 195,727 | $3,131,632 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 92,596 | $3,022,333 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 238,391 | $2,991,807 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 1,450,969 | $2,959,977 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 8,297 | $2,556,721 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 44,940 | $2,363,844 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 355,353 | $2,309,795 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 22,933 | $2,264,634 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,714 | $2,087,045 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 6,000 | $2,020,440 | dollars as filed | |
| BICYCLE THERAPEUTICS PLC-ADR | 088786108 | SPONSORED ADS | 285,381 | $1,983,398 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 3,500 | $1,877,190 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 111,022 | $1,754,148 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 3,366 | $1,725,681 | dollars as filed | |
| GOSSAMER BIO INC COM | 38341P102 | Stock | 1,383,863 | $1,702,151 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 14,412 | $1,634,465 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 14,863 | $1,582,464 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 219,504 | $1,576,039 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 74,900 | $1,553,426 | dollars as filed | |
| VERONA PHARMA PLC | 925050106 | SPONSORED ADS | 15,146 | $1,432,509 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 45,541 | $1,364,408 | dollars as filed | |
| MEIRAGTX HOLDINGS PLC | G59665102 | COMMON STOCK | 208,308 | $1,358,168 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 6,289 | $1,305,722 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 112,743 | $1,286,398 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 153,783 | $1,251,794 | dollars as filed | |
| SKYE BIOSCIENCE INC | 83086J200 | COM NEW | 293,320 | $1,226,078 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 9,539 | $1,224,903 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,149 | $1,181,264 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 200 | $1,157,848 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,278 | $1,144,756 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V101 | SP ADR NON VTG | 78,190 | $902,313 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 8,663 | $886,312 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 3,600 | $856,872 | dollars as filed | |
| AURA BIOSCIENCES INC | 05153U107 | COMMON STOCK | 135,402 | $847,617 | dollars as filed | |
| Intel Corp | 458140100 | COM | 35,768 | $801,203 | dollars as filed | |
| CODEXIS INC | 192005106 | COM | 316,383 | $771,975 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 28,308 | $739,122 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 9,296 | $654,160 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 1,182 | $415,142 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 3,947 | $388,306 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 4,298 | $373,152 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,322 | $349,624 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 3,368 | $341,583 | dollars as filed | |
| FUTU HLDGS LTD SPON ADS CL A | 36118L106 | ADR | 2,624 | $324,300 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 4,291 | $295,993 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 5,104 | $290,928 | dollars as filed | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 10,878 | $288,811 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 917 | $286,076 | dollars as filed | |
| RH | 74967X103 | COM | 1,481 | $279,924 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 3,673 | $278,303 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 810 | $267,770 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 2,704 | $266,750 | dollars as filed | |
| KOHLS CORP | 500255104 | COM | 31,136 | $264,033 | dollars as filed | |
| CORE LABORATORIES INC | 21867A105 | COM | 22,869 | $263,451 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 3,617 | $262,413 | dollars as filed | |
| GOODYEAR TIRE & RUBBER CO | 382550101 | COM | 25,072 | $259,997 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 1,397 | $253,067 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 2,355 | $249,913 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 4,337 | $242,612 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4,535 | $234,958 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 389 | $211,386 | dollars as filed | |
| HELLO GROUP INC ADS | 423403104 | ADR | 18,490 | $156,056 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 13,185 | $151,100 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 1,970 | $144,598 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 1,134 | $140,945 | dollars as filed | |
| HERBALIFE LTD | G4412G101 | COM SHS | 16,214 | $139,765 | dollars as filed | |
| JACKSON FINANCIAL INC COM CL A | 46817M107 | Stock | 1,564 | $138,868 | dollars as filed | |
| ECOPETROL S A SPONSORED ADS | 279158109 | ADR | 14,711 | $130,192 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 217 | $16,457 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 205 | $8,602 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-003979 | this filing | 2025-07-21 | acceptance time not in the bulk data set |