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PLATINUM INVESTMENT MANAGEMENT LTD

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SYDNEY AUSTRALIA 2000 C3 Investment Advisor Hedge Fund
13F Summary

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WhaleScore 2.0 ?

85

S&P 500
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WhaleScore 1.0 ?

Platinum Investment Management LTD is based out of Sydney Australia 2000. Platinum Investment Management LTD is a hedge fund with 25 clients and discretionary assets under management (AUM) of $11,045,982,002 (Form ADV from 2023-09-26). Their last reported 13F filing for Q4 2023 included $2,462,787,745 in managed 13F securities and a top 10 holdings concentration of 59.49%. Platinum Investment Management LTD's largest holding is ZTO Express Cayman Inc ADR with shares held of 14,287,877. Whalewisdom has at least 64 13F filings, and 148 13G filings

2023-12-31

Top Buys (13F)

Name % Change
BALL Ball Corp. 1.3%
ICE Intercontinental Exc 1.18%
TRU TransUnion 0.54%
SQ Block Inc. 0.41%
BAX Baxter International 0.41%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
ZTO ZTO Express Cayman I 12.35%
PDD PDD Holdings Inc. 7.5%
ICE Intercontinental Exc 6.55%
MCHP Microchip Technology 5.77%
CCJ Cameco Corp. 5.39%

2023-12-31

13F Activity

Market Value $2.46b, Prior: $2.56b
New Purchases 14 stocks
Added To 44 stocks
Sold out of 16 stocks
Reduced holdings in 53 stocks
Top 10 Holdings % 59.49%
Turnover %[1] 21.13%
Turnover Alt %[2] 4.19%
Time Held Top 20 7.65 quarters
Time Held Top 10 9 quarters
Time Held All 9.51 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance