PLATINUM INVESTMENT MANAGEMENT LTD

CIK 0001256071 · Q2 2026

13F Equity AUM

$406.7M

+2.5% QoQ

Positions

-4 QoQ

AUM Rank

#4,212

Top 48%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,698 · Top 20%

vs S&P -0.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 27.5%Top 10: 38.9%Top 20: 55.1%

ZTO11.0%

MU5.0%

LRCX5.0%

CLV3.5%

DDL3.1%

NOAH2.4%

AVGO2.4%

BIRK2.2%

AZN2.2%

GOOG2.1%

Others (75)61.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare29.0%

Technology22.1%

Consumer Cyclical16.1%

Industrials13.6%

Financial Services6.0%

Communication Services5.2%

Consumer Defensive5.0%

Other3.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 85Median: 0.87%Avg: 1.18%

0–0.5%

21(5.6%)

0.5–1%

29(21.8%)

1–3%

30(45.1%)

3–5%

3(11.5%)

5%+

2(16.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 85vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New10Increased10Decreased22Exited14

New Positions

DDOG0.8%

+12K

ADI0.5%

+5K

NOW0.5%

+20K

DASH0.5%

+10K

PANW0.4%

+5K

MPTI0.3%

+13K

ATEN0.3%

+29K

XYZ0.2%

+13K

SPGI0.2%

+2K

INBX0.1%

+6K

Increased

PALI0.9%

+499K(+41%)

IDYA1.3%

+47K(+51%)

COGT1.5%

+42K(+38%)

GPCR1.2%

+23K(+35%)

KR1.1%

+21K(+34%)

SATS0.7%

+15K(+120%)

KLAC1.1%

+13K(+900%)

BKNG0.6%

+12K(+2400%)

WING0.7%

+5K(+42%)

META0.9%

+2K(+30%)

Decreased

ADCT0.1%

-409,169(-41%)

PRQR0.5%

-76,086(-6%)

BIRK2.2%

-65,000(-24%)

CSGP0.3%

-37,500(-48%)

IMVT1.4%

-37,103(-20%)

ZTS0.2%

-32,000(-76%)

CLV3.5%

-27,797(-7%)

ELF0.8%

-27,500(-38%)

NFLX0.5%

-20,023(-40%)

AS1.2%

-10,000(-7%)

Exited

TERN

-110,734

CNTA

-137,741

GOOGL

-12,000

-5,689

-4,846

-11,110

-4,134

-9,440

-17,827

-14,168

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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