PLATINUM INVESTMENT MANAGEMENT LTD

Long Only Manager • Value

PLATINUM INVESTMENT MANAGEMENT LTD is a Value-focused institution led by Jeffrey Franklin Peters, reporting $7.1B in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.

DirectorJeffrey Franklin Peters

Portfolio Value: $1.5B
Positions: 120
Top Holding: ICE at 6.49%
Last Reported: Q3 2025

AddressLevel 8, 7 Macquarie Place, Sydney, NSW 2000, Australia

Top Holdings

Largest long holdings in PLATINUM INVESTMENT MANAGEMENT LTD's portfolio (51.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$100.3M	6.49%	+$41.9M Bought	0.10% 595.5K shares	Q1 2021 Held for 4y 8m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$92.7M	5.99%	-$57.4M Sold	0.00% 381.3K shares	≤ Q2 2013 Held for 12y 5m+
3 AbbVie ABBV	Drug Manufacturers - General Healthcare	$85.7M	5.54%	+$1.1M Bought	0.02% 370.2K shares	Q1 2025 Held for 8 months
4 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$79.2M	5.12%	-$2.3M Sold	0.02% 427.0K shares	Q2 2023 Held for 2y 5m
5 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$78.8M	5.09%	+$5.3M Bought	0.04% 938.8K shares	Q1 2025 Held for 8 months
6 Micron Technology MU	Semiconductors Technology	$78.7M	5.09%	-$15.1M Sold	0.04% 470.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Lam Research LRCX	Semiconductors Technology	$77.0M	4.98%	-$21.1M Sold	0.05% 575.4K shares	Q2 2017 Held for 8y 5m
8 Broadcom Inc. AVGO	Semiconductors Technology	$70.3M	4.54%	-$23.1M Sold	0.00% 213.1K shares	Q4 2023 Held for 1y 11m
9 IQVIA IQV	Medical - Diagnostics & Research Healthcare	$69.8M	4.51%	-$4.4M Sold	0.22% 367.7K shares	Q2 2025 Held for 5 months
10 Adobe ADBE	Software - Infrastructure Technology	$67.4M	4.36%	+$3.6M Bought	0.05% 191.0K shares	Q2 2023 Held for 2y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PLATINUM INVESTMENT MANAGEMENT LTD's latest filing

See all changes

GthenC

Market Value

$1.5B

Prior: $1.5B

Q/Q Change

+2.89%

+$43.4M

Net Flows % of MV

-13.1%

Turnover Ratio

14.97%

New Purchases

13 stocks

$60.9M

Added To

26 stocks

+$68.7M

Sold Out Of

10 stocks

$12.5M

Reduced Holdings

59 stocks

-$319.9M

Increased Positions

Position	Shares Δ	Change
1 Kroger KR	New	0 → 425.6K +$28.7M
2 Fair Isaac FICO	New	0 → 5.2K +$7.7M
3 Home Depot HD	New	0 → 14.0K +$5.7M
4 Wolverine World Wide WWW	New	0 → 200.0K +$5.5M
5 Floor & Decor FND	New	0 → 60.0K +$4.4M

Decreased Positions

Position	Shares Δ	Change
1 Block XYZ	Sold	80.0K → 0 −$5.4M
2 Synopsys SNPS	Sold	3.4K → 0 −$1.7M
3 VRNA Verona Pharma VRNA	Sold	15.1K → 0 −$1.4M
4 Texas Instruments TXN	Sold	6.3K → 0 −$1.3M
5 Analog Devices ADI	Sold	3.6K → 0 −$856.9K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for PLATINUM INVESTMENT MANAGEMENT LTD

View analytics

GthenA

Sector Allocation

Healthcare

24.90%

Technology

21.60%

Communication Services

12.40%

Financial Services

11.10%

Consumer Cyclical

7.90%

Energy

6.70%

Industrials

3.60%

Consumer Defensive

2.20%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

31.73%

Large Cap ($10B - $200B)

50.45%

Mid Cap ($2B - $10B)

6.70%

Small Cap ($300M - $2B)

1.64%

Micro Cap ($50M - $300M)

0.21%

Nano Cap (< $50M)

0.06%

N/A (ETF or Unknown)

9.21%

Portfolio Concentration

Top 10 Holdings %

51.71%

Top 20 Holdings %

82.59%

Top 50 Holdings %

94.79%

Top 100 Holdings %

99.72%