13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD
PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 89 holding rows worth $396,751,545.
- Accession
- 0001256071-26-000005
- Filer
- CIK 1256071
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 89 entries on the cover page, a total value of $396,751,545 stated on the cover page (in dollars after the unit check, H1), rows summing to $396,751,545 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 |
|---|---|---|---|---|---|---|
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 1,994,127 | $50,192,177 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 379,718 | $18,906,159 | dollars as filed | |
| Dingdong Cayman Ltd -Sp | 25445D101 | COM | 6,486,507 | $16,670,323 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 46,439 | $9,922,157 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 275,000 | $9,853,250 | dollars as filed | |
| NOAH HLDGS LTD | 65487X102 | SPON ADS CL A | 993,612 | $9,836,759 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 48,088 | $9,319,429 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 26,186 | $8,104,829 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 78,445 | $8,015,510 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 23,656 | $7,991,943 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 63,316 | $7,616,282 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 24,592 | $7,054,461 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 27,830 | $6,802,765 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 30,102 | $6,546,884 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 39,847 | $6,195,412 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 8,500 | $6,021,910 | dollars as filed | |
| H WORLD GROUP LTD SPONSORED ADS | 44332N106 | ADR | 117,996 | $5,934,019 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 110,734 | $5,837,896 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 147,160 | $5,640,132 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 137,741 | $5,471,073 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 42,000 | $4,964,820 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 150,000 | $4,938,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,191 | $4,916,510 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 58,314 | $4,908,289 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 50,023 | $4,809,711 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 42,356 | $4,600,285 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 113,687 | $4,573,628 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 26,708 | $4,554,782 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,000 | $4,533,600 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 181,774 | $4,515,266 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 18,571 | $4,514,239 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 45,956 | $4,505,526 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 117,507 | $4,497,434 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 60,743 | $4,395,363 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 72,500 | $4,394,225 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 112,066 | $4,313,420 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 64,752 | $4,059,950 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 11,500 | $3,782,235 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 23,913 | $3,761,037 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 990,778 | $3,715,418 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 49,269 | $3,658,716 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 45,000 | $3,640,500 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 3,400 | $3,629,636 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 12,000 | $3,450,720 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 67,500 | $3,429,000 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 66,864 | $3,222,845 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 77,500 | $3,126,350 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 44,595 | $3,085,528 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 91,637 | $3,053,345 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 134,217 | $2,899,087 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,000 | $2,860,650 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 5,689 | $2,842,566 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 6,302 | $2,734,879 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 3,047 | $2,659,726 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 52,500 | $2,659,650 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 105,184 | $2,633,807 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 92,397 | $2,559,397 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 10,127 | $2,537,624 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 4,846 | $2,233,958 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 1,231,414 | $2,154,975 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,458 | $2,146,774 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 500 | $2,105,160 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 20,813 | $2,024,064 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 1,235,514 | $2,001,533 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 275,269 | $1,995,700 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 11,110 | $1,951,583 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 12,000 | $1,859,640 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 3,000 | $1,685,670 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,134 | $1,530,283 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,210 | $1,466,730 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 12,509 | $1,464,429 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 19,127 | $1,395,697 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 40,815 | $1,328,936 | dollars as filed | |
| DEFINIUM THERAPEUTICS INC | 24477V105 | COM SHS | 70,000 | $1,323,000 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 43,597 | $1,301,370 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 9,440 | $1,192,744 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 17,827 | $1,118,644 | dollars as filed | |
| C4 THERAPEUTICS INC | 12529R107 | COM STK | 384,766 | $1,011,935 | dollars as filed | |
| GLOBALSTAR INC | 378973507 | COMMON STOCK | 14,168 | $941,039 | dollars as filed | |
| BICYCLE THERAPEUTICS PLC-ADR | 088786108 | SPONSORED ADS | 184,603 | $856,558 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 28,650 | $847,181 | dollars as filed | |
| MEIRAGTX HOLDINGS PLC | G59665102 | COMMON STOCK | 93,922 | $813,365 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 3,633 | $787,307 | dollars as filed | |
| ARVINAS INC | 04335A105 | COM | 72,527 | $768,786 | dollars as filed | |
| AURA BIOSCIENCES INC | 05153U107 | COMMON STOCK | 111,865 | $748,377 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 237,764 | $713,292 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,283 | $537,345 | dollars as filed | |
| CODEXIS INC | 192005106 | COM | 264,464 | $431,076 | dollars as filed | |
| SKYE BIOSCIENCE INC | 83086J200 | COM NEW | 233,095 | $143,260 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001256071-26-000005 | this filing | 2026-05-14 | acceptance time not in the bulk data set |