13F-HR filed by PLATINUM INVESTMENT MANAGEMENT LTD
PLATINUM INVESTMENT MANAGEMENT LTD filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 85 holding rows worth $406,746,419.
- Accession
- 0001256071-26-000007
- Filer
- CIK 1256071
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 85 entries on the cover page, a total value of $406,746,419 stated on the cover page (in dollars after the unit check, H1), rows summing to $406,746,419 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 | $44,628,562 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 17,782 | $20,525,585 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 46,439 | $20,123,412 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 351,921 | $14,020,533 | dollars as filed | |
| Dingdong Cayman Ltd -Sp | 25445D101 | COM | 6,486,507 | $12,518,959 | dollars as filed | |
| NOAH HLDGS LTD | 65487X102 | SPON ADS CL A | 993,612 | $9,926,184 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 26,186 | $9,891,762 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 210,000 | $9,036,300 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 48,088 | $8,997,357 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 24,592 | $8,689,091 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 63,316 | $8,136,106 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 58,314 | $7,740,017 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 30,102 | $7,574,867 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 27,830 | $7,067,985 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 39,847 | $6,369,941 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 78,445 | $5,983,785 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 154,220 | $5,968,314 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 117,507 | $5,834,569 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,191 | $5,640,737 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 144,671 | $5,574,174 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 64,752 | $5,277,936 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 138,708 | $5,169,647 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 26,708 | $5,160,520 | dollars as filed | |
| H WORLD GROUP LTD SPONSORED ADS | 44332N106 | ADR | 117,996 | $4,922,793 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 113,687 | $4,878,309 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 90,363 | $4,849,782 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 14,000 | $4,803,260 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,500 | $4,792,050 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 147,160 | $4,785,708 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 140,000 | $4,737,600 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 81,305 | $4,514,867 | dollars as filed | |
| KLA CORP | 482480100 | COM | 14,580 | $4,398,932 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 42,356 | $4,314,382 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,210 | $4,188,361 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 134,217 | $4,137,910 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 18,571 | $3,807,426 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 62,500 | $3,710,000 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,500 | $3,661,385 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 1,730,866 | $3,617,510 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 50,000 | $3,590,500 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 3,000 | $3,584,340 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 3,047 | $3,579,798 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 10,000 | $3,526,800 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 45,956 | $3,336,406 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 45,000 | $3,330,000 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 42,000 | $3,296,160 | dollars as filed | |
| DEFINIUM THERAPEUTICS INC | 24477V105 | COM SHS | 70,000 | $3,292,800 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 92,397 | $3,269,930 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 44,595 | $3,217,083 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 16,994 | $3,182,636 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 12,000 | $3,124,320 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 39,742 | $2,959,984 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 17,000 | $2,947,970 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 23,913 | $2,943,929 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 27,509 | $2,792,164 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 8,286 | $2,774,319 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 237,764 | $2,755,685 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 105,184 | $2,749,510 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 6,302 | $2,617,158 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 43,597 | $2,406,554 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 12,500 | $2,228,000 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5,485 | $2,178,477 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 1,159,428 | $2,156,536 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 30,000 | $2,142,000 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 20,000 | $1,985,600 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 10,000 | $1,845,300 | dollars as filed | |
| C4 THERAPEUTICS INC | 12529R107 | COM STK | 384,766 | $1,796,857 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,766 | $1,625,301 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 275,269 | $1,599,313 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 2,900 | $1,526,676 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 19,127 | $1,342,715 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 40,815 | $1,335,467 | dollars as filed | |
| M TRON INDUSTRIES INC | 55380K109 | COMMON STOCK | 12,839 | $1,272,987 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 40,000 | $1,132,800 | dollars as filed | |
| A10 NETWORKS INC | 002121101 | COM | 28,630 | $1,069,617 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 12,500 | $950,000 | dollars as filed | |
| AURA BIOSCIENCES INC | 05153U107 | COMMON STOCK | 111,865 | $794,242 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 28,650 | $730,002 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 10,000 | $718,600 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,685 | $686,233 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 581,609 | $622,322 | dollars as filed | |
| CODEXIS INC | 192005106 | COM | 264,464 | $597,689 | dollars as filed | |
| INHIBRX BIOSCIENCES INC | 45720N103 | COM | 6,146 | $582,334 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,283 | $411,082 | dollars as filed | |
| SKYE BIOSCIENCE INC | 83086J200 | COM NEW | 233,095 | $161,605 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001256071-26-000007 | this filing | 2026-08-13 | acceptance time not in the bulk data set |