Platinum Investment Management Ltd Top Holdings and 13F Report (2024) About Platinum Investment Management LtdInvestment ActivityPlatinum Investment Management Ltd has $2.21 billion in total holdings as of September 30, 2024.Platinum Investment Management Ltd owns shares of 122 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.10% of the portfolio was purchased this quarter.About 18.57% of the portfolio was sold this quarter.This quarter, Platinum Investment Management Ltd has purchased 134 new stocks and bought additional shares in 21 stocks.Platinum Investment Management Ltd sold shares of 65 stocks and completely divested from 27 stocks this quarter.Largest Holdings ZTO Express (Cayman) $385,360,068TransUnion $197,828,451Intercontinental Exchange $154,629,654PDD $147,301,764Cameco $139,635,863 Largest New Holdings this Quarter AMER SPORTS INC $4,785,000 HoldingBIRKENSTOCK HOLDING PLC $4,436,100 HoldingMBX BIOSCIENCES INC $3,897,000 HoldingSKYE BIOSCIENCE INC $1,897,128 HoldingSynopsys $1,201,663 Holding Largest Purchases this Quarter Broadcom 285,953 shares (about $49.33M)NICE 282,145 shares (about $49.00M)PDD 225,215 shares (about $30.36M)Lamb Weston 337,836 shares (about $21.87M)AMER SPORTS INC 300,000 shares (about $4.79M) Largest Sales this Quarter Micron Technology 694,803 shares (about $72.06M)Trip.com Group 1,202,832 shares (about $71.48M)Microchip Technology 623,819 shares (about $50.09M)Alibaba Group 430,585 shares (about $45.69M)Skyworks Solutions 358,206 shares (about $35.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatinum Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorZTOZTO Express (Cayman)$385,360,068$2,463,971 ▼-0.6%15,557,53217.4%TransportationTRUTransUnion$197,828,451$963,135 ▲0.5%1,889,4799.0%Business ServicesICEIntercontinental Exchange$154,629,654$549,871 ▼-0.4%962,5857.0%FinancePDDPDD$147,301,764$30,361,234 ▲26.0%1,092,6626.7%Multi-Sector ConglomeratesCCJCameco$139,635,863$697,400 ▲0.5%2,923,4636.3%Basic MaterialsGOOGLAlphabet$106,377,517$35,005,130 ▼-24.8%641,4084.8%Computer and TechnologyTCOMTrip.com Group$86,396,779$71,484,306 ▼-45.3%1,453,7573.9%Consumer DiscretionarySLBSchlumberger$74,896,062$1,385,231 ▲1.9%1,785,3653.4%Oils/EnergyLWLamb Weston$69,092,405$21,871,502 ▲46.3%1,067,2293.1%Consumer StaplesAVGOBroadcom$66,907,230$49,326,893 ▲280.6%387,8683.0%Computer and TechnologyBAXBaxter International$60,261,048$207,506 ▼-0.3%1,587,0702.7%MedicalMCHPMicrochip Technology$57,629,031$50,086,428 ▼-46.5%717,7612.6%Computer and TechnologyMUMicron Technology$54,524,599$72,058,019 ▼-56.9%525,7412.5%Computer and TechnologySWKSSkyworks Solutions$53,269,920$35,380,006 ▼-39.9%539,3332.4%Computer and TechnologyNICENICE$49,961,038$49,000,122 ▲5,099.3%287,6782.3%Computer and TechnologyGOOGAlphabet$47,827,709$15,348,711 ▼-24.3%286,0682.2%Computer and TechnologyVALValaris$47,757,123$126,664 ▼-0.3%856,6302.2%Oils/EnergyPBRPetróleo Brasileiro S.A. - Petrobras$33,083,703$120,309 ▼-0.4%2,295,8851.5%Oils/EnergySTNGScorpio Tankers$31,741,049$99,250 ▼-0.3%445,1761.4%TransportationDDLDingdong (Cayman)$30,382,732$1,797,326 ▼-5.6%8,558,5161.4%Retail/WholesaleNOAHNoah$25,117,702$1,453,719 ▼-5.5%2,037,1211.1%FinanceBABAAlibaba Group$21,936,914$45,693,680 ▼-67.6%206,7181.0%Retail/WholesaleJDJD.com$20,012,720$1,320 ▲0.0%500,3180.9%Retail/WholesaleMETAMeta Platforms$12,580,514$27,269,325 ▼-68.4%21,9770.6%Computer and TechnologyFLUTTER ENTMT PLC$12,060,1690.0%51,0000.5%SHSAMZNAmazon.com$11,983,814$742,525 ▲6.6%64,3150.5%Retail/WholesaleHTHTH World Group$10,644,8920.0%286,1530.5%Consumer DiscretionaryVVisa$9,734,605$236,732 ▲2.5%35,4050.4%Business ServicesZTSZoetis$7,815,2000.0%40,0000.4%MedicalEXAIExscientia$7,105,563$2,323,592 ▼-24.6%1,456,0580.3%MedicalCNTACentessa Pharmaceuticals$6,870,919$1,058,442 ▼-13.3%429,7010.3%MedicalAPOGEE THERAPEUTICS INC$6,325,946$2,336,560 ▼-27.0%107,6940.3%COMBCYCBicycle Therapeutics$6,158,732$481,928 ▼-7.3%272,1490.3%MedicalROIVRoivant Sciences$6,093,478$481,380 ▼-7.3%528,0310.3%MedicalVERAVera Therapeutics$6,072,594$43,007 ▲0.7%137,3890.3%MedicalJNJJohnson & Johnson$5,824,7610.0%35,9420.3%MedicalIMVTImmunovant$5,480,8190.0%192,2420.2%MedicalAMER SPORTS INC$4,785,000$4,785,000 ▲New Holding300,0000.2%COM SHSAAPLApple$4,660,000$3,292,989 ▼-41.4%20,0000.2%Computer and TechnologyIDYAIDEAYA Biosciences$4,584,6350.0%144,7170.2%MedicalADCTADC Therapeutics$4,550,225$467,343 ▲11.4%1,444,5160.2%MedicalBIRKENSTOCK HOLDING PLC$4,436,100$4,436,100 ▲New Holding90,0000.2%COM SHSBKNGBooking$4,212,120$779,242 ▼-15.6%1,0000.2%Retail/WholesaleZYMEZymeworks$4,110,401$570,774 ▼-12.2%327,5220.2%MedicalMBX BIOSCIENCES INC$3,897,000$3,897,000 ▲New Holding150,0000.2%COMMSFTMicrosoft$3,867,967$172,120 ▲4.7%8,9890.2%Computer and TechnologyWVEWave Life Sciences$3,785,669$620,560 ▼-14.1%461,6670.2%MedicalCSGPCoStar Group$3,772,0000.0%50,0000.2%Computer and TechnologyACIUAC Immune$3,598,8210.0%952,0690.2%MedicalQTRXQuanterix$3,598,1630.0%277,6360.2%MedicalVEEVVeeva Systems$3,592,765$342,508 ▲10.5%17,1190.2%Computer and TechnologyGOSSGossamer Bio$3,476,9690.0%3,524,9080.2%MedicalLBPHLongboard Pharmaceuticals$3,461,587$339,599 ▼-8.9%103,8580.2%MedicalMRUSMerus$3,451,487$231,665 ▼-6.3%69,0850.2%MedicalORCLOracle$3,433,730$274,514 ▼-7.4%20,1510.2%Computer and TechnologyADBEAdobe$3,280,136$442,184 ▼-11.9%6,3350.1%Computer and TechnologyNFLXNetflix$3,135,683$1,579,544 ▼-33.5%4,4210.1%Consumer DiscretionaryQ32 BIO INC$2,980,661$1,010,866 ▼-25.3%66,8010.1%COMTRMDTORM$2,707,814$21,403 ▼-0.8%79,1990.1%TransportationTXNTexas Instruments$2,540,191$719,277 ▲39.5%12,2970.1%Computer and TechnologyANABAnaptysBio$2,522,282$238,152 ▼-8.6%75,2920.1%MedicalGPCRStructure Therapeutics$2,511,8250.0%57,2300.1%MedicalRCUSArcus Biosciences$2,351,3420.0%153,7830.1%MedicalIMTXImmatics$2,323,2360.0%203,6140.1%MedicalAMATApplied Materials$2,277,306$271,757 ▼-10.7%11,2710.1%Computer and TechnologyLRCXLam Research$2,223,818$16,322 ▲0.7%2,7250.1%Computer and TechnologyADIAnalog Devices$1,913,633$203,010 ▼-9.6%8,3140.1%Computer and TechnologySKYE BIOSCIENCE INC$1,897,128$1,897,128 ▲New Holding485,1990.1%COM NEWESPREsperion Therapeutics$1,803,222$171,046 ▼-8.7%1,092,8620.1%MedicalABSIAbsci$1,747,279$279,926 ▼-13.8%457,4030.1%MedicalARWRArrowhead Pharmaceuticals$1,712,7920.0%88,4250.1%MedicalCOGTCogent Biosciences$1,704,7910.0%157,8510.1%MedicalMBLYMobileye Global$1,529,728$15,693,128 ▼-91.1%111,6590.1%Auto/Tires/TrucksAURAAura Biosciences$1,446,6100.0%162,3580.1%MedicalRXRXRecursion Pharmaceuticals$1,226,280$1,381,204 ▼-53.0%186,0820.1%MedicalSNPSSynopsys$1,201,663$1,201,663 ▲New Holding2,3730.1%Computer and TechnologyKROSKeros Therapeutics$1,178,4150.0%20,2930.1%MedicalFDMT4D Molecular Therapeutics$1,090,329$694,986 ▲175.8%100,8630.0%MedicalMGTXMeiraGTx$1,042,500$1,042,500 ▲New Holding250,0000.0%MedicalBIOAGE LABS INC$1,040,000$1,040,000 ▲New Holding50,0000.0%COMCDNSCadence Design Systems$1,033,437$508,181 ▲96.7%3,8130.0%Computer and TechnologySRPTSarepta Therapeutics$999,245$412,137 ▼-29.2%8,0010.0%MedicalMASS908 Devices$893,258$57,755 ▼-6.1%257,4230.0%MedicalANSSANSYS$834,811$834,811 ▲New Holding2,6200.0%Computer and TechnologyKURAKura Oncology$818,2180.0%41,8740.0%MedicalNXPINXP Semiconductors$817,474$830,435 ▼-50.4%3,4060.0%Computer and TechnologyISRGIntuitive Surgical$714,798$714,798 ▲New Holding1,4550.0%MedicalALLKAllakos$692,4830.0%1,060,1390.0%MedicalCDXSCodexis$616,1940.0%200,0630.0%MedicalADSKAutodesk$470,520$470,520 ▲New Holding1,7080.0%Computer and TechnologyMANHManhattan Associates$431,074$431,074 ▲New Holding1,5320.0%Computer and TechnologyOMGAOmega Therapeutics$422,5490.0%346,3520.0%MedicalINTCIntel$315,162$73,711 ▲30.5%13,4340.0%Computer and TechnologyLBRDKLiberty Broadband$174,289$174,289 ▲New Holding2,2550.0%Consumer DiscretionarySRESempra$139,328$48,589 ▼-25.9%1,6660.0%UtilitiesHBIHanesbrands$106,729$49,193 ▼-31.5%14,5210.0%Consumer DiscretionaryALSNAllison Transmission$106,253$153,904 ▼-59.2%1,1060.0%Auto/Tires/TrucksCSCOCisco Systems$105,855$18,680 ▼-15.0%1,9890.0%Computer and TechnologyWHRWhirlpool$103,683$27,499 ▼-21.0%9690.0%Consumer DiscretionaryPYPLPayPal$102,531$102,531 ▲New Holding1,3140.0%Computer and TechnologyShowing largest 100 holdings. 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