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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NOAH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,836,758 | 993,612 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,631,476 | 1,058,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,954,403 | 1,290,285 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,633,052 | 1,393,053 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $17,476,726 | 1,849,389 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,866,714 | 1,952,751 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $25,117,701 | 2,037,121 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,795,962 | 2,155,022 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,272,655 | 2,211,081 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,669,517 | 2,582,876 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,209,049 | 2,582,923 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,639,736 | 2,602,254 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $43,270,752 | 2,614,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,945,205 | 2,577,110 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,575,556 | 2,465,977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,019,620 | 2,126,526 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $43,523,841 | 1,849,717 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,767,814 | 1,849,717 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $65,532,185 | 1,764,939 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $64,748,440 | 1,371,789 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $64,677,080 | 1,456,691 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $81,624,244 | 1,707,263 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $49,163,118 | 1,885,812 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,952,308 | 1,450,817 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $46,491,082 | 1,797,799 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||