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 TCOM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,906,159 | 379,718 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,907,761 | 443,718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,653,523 | 474,116 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,902,048 | 526,979 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $43,061,589 | 677,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,502,182 | 677,282 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $86,396,778 | 1,453,757 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $124,859,683 | 2,656,589 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $138,295,678 | 3,150,961 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $115,890,190 | 3,218,278 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $117,831,240 | 3,369,495 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $129,996,965 | 3,714,199 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $159,805,030 | 4,242,236 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $198,317,032 | 5,765,030 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $178,904,259 | 6,550,870 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $197,705,111 | 7,202,372 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $265,873,225 | 11,499,707 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $277,385,440 | 11,266,671 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $319,008,802 | 10,374,270 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $272,112,132 | 7,673,777 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $301,568,566 | 7,609,603 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $264,426,469 | 7,839,504 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $228,208,555 | 7,328,470 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $204,516,809 | 7,890,309 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $135,582,436 | 5,781,767 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||