Platinum Investment Management LTD has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $109M, Ubs Group Ag with a value of $94M, Broadcom Inc. with a value of $78M, Rogers Communications Inc with a value of $77.8M, and Cameco Corp with a value of $74.4M.
Examining the 13F form we can see an decrease of $217M in the current position value, from $1.61B to 1.4B.
Platinum Investment Management LTD is based out at Sydney Australia 2000, C3
Below you can find more details about Platinum Investment Management LTD portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
Healthcare: $330 Million
Technology: $253 Million
Communication Services: $236 Million
Financial Services: $186 Million
Consumer Cyclical: $132 Million
Energy: $123 Million
Industrials: $109 Million
Consumer Defensive: $19.3 Million
Other: $5.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
