PLATINUM INVESTMENT MANAGEMENT LTD
SEC Form 13F institutional filer · CIK 0001256071
13F-HR · 36 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
48.4%
PLATINUM INVESTMENT MANAGEMENT LTD — $147M AUM allocation strategy
PLATINUM INVESTMENT MANAGEMENT LTD files SEC Form 13F and reports $147M of long US equity value across 36 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 26.5%, followed by Health Care 20.7% and Communication Services 10.4%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PLATINUM INVESTMENT MANAGEMENT LTD — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$147M
total across 36 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSGP +12.5K sh · −$1.24M+$ADBE +4.72K sh · −$332K+$CAT +3K sh · +$2.87M
Biggest trims (shares)
−$GOOGL −12.3K sh · −$4.51M−$LRCX −9.41K sh · +$363K−$ICE −7.94K sh · −$1.4M
Exited to nil (held last quarter, gone now)
$AMZN ($7.17M last qtr)$UBER ($5.17M last qtr)$ANET ($1.63M last qtr)$INTC ($201K last qtr)$UNH ($66.4K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.3%—
- Pharmaceuticals13.2%—
- Interactive Media & Services7.2%—
- Semiconductor Materials & Equipment6.7%—
- Application Software5.6%—
- Biotechnology4.5%—
- Restaurants4.2%—
- Construction Machinery & Heavy Transportation Equipment4.1%—
- Other holdings40.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LRCX | Lam Research Corporation | 46.4K | $9.92M | -9.41K | 6.7% |
| $AVGO | Broadcom Inc | 26.2K | $8.1M | -4.69K | 5.5% |
| $MU | Micron Technology Inc | 23.7K | $7.99M | -1.26K | 5.4% |
| $MRK | Merck & Company Inc | 63.3K | $7.62M | +0 | 5.2% |
| $GOOGL | Alphabet Inc | 24.6K | $7.05M | -12.3K | 4.8% |
| $JNJ | Johnson & Johnson | 27.8K | $6.8M | +0 | 4.6% |
| $ABBV | AbbVie Inc | 30.1K | $6.55M | +0 | 4.4% |
| $YUM | Yum! Brands Inc | 39.8K | $6.2M | +0 | 4.2% |
| $CAT | Caterpillar Inc | 8.5K | $6.02M | +3K | 4.1% |
| $ZTS | Zoetis Inc | 42K | $4.96M | +0 | 3.4% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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