PLATINUM INVESTMENT MANAGEMENT LTD
Top Portfolio Positions
88 positions ·
$389,973,363 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ZTO |
ZTO Express (Cayman) Inc.
Industrials
|
1,994,127 | $50,192,176 | 12.87% |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
379,718 | $18,906,159 | 4.85% |
| DDL |
Dingdong (Cayman) Ltd
Consumer Defensive
|
6,486,507 | $16,670,322 | 4.27% |
| LRCX |
Lam Research Corp
Technology
|
46,439 | $9,922,156 | 2.54% |
| BIRK |
Birkenstock Holding plc
Consumer Cyclical
|
275,000 | $9,853,250 | 2.53% |
| NOAH |
Noah Holdings Ltd
Financial Services
|
993,612 | $9,836,758 | 2.52% |
| AZN |
Astrazeneca Plc
Healthcare
|
48,088 | $9,483,915 | 2.43% |
| AVGO |
Broadcom Inc.
Technology
|
26,186 | $8,104,828 | 2.08% |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
78,445 | $8,015,510 | 2.06% |
| MU |
Micron Technology Inc
Technology
|
23,656 | $7,991,943 | 2.05% |
Holdings in ELF
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,394,225 | 72,500 | Shares | Sole | 2026-05-14 | |
| No quarters match your search. | ||||||