HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ZTO EXPRESS CAYMAN INC |
15,675,041 | -414,103 | $393,130 |
| ZTO | 15,675,041 | -414,103 | $393,130 |
| MICROCHIP TECHNOLOGY INC. |
3,296,631 | -20,046 | $295,345 |
| MCHP | 3,296,631 | -20,046 | $295,345 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
1,472,785 | +88,576 | $166,543 |
| ICE | 1,472,785 | +88,576 | $166,543 |
| TRANSUNION |
1,966,233 | +1,654 | $154,015 |
| TRU | 1,966,233 | +1,654 | $154,015 |
| TRIP COM GROUP LTD |
3,714,199 | -528,037 | $129,997 |
| TCOM | 3,714,199 | -528,037 | $129,997 |
| MICRON TECHNOLOGY INC |
1,792,048 | -820,385 | $113,096 |
| MU | 1,792,048 | -820,385 | $113,096 |
| SCHLUMBERGER LTD |
2,143,525 | -5,257 | $105,290 |
| SLB | 2,143,525 | -5,257 | $105,290 |
| PDD HOLDINGS INC |
1,088,026 | +718,398 | $75,226 |
| PDD | 1,088,026 | +718,398 | $75,226 |
| CARLISLE COS INC |
284,263 | +37,708 | $72,922 |
| CSL | 284,263 | +37,708 | $72,922 |
| ALPHABET INC |
595,345 | +247,037 | $72,019 |
| GOOG | 595,345 | +247,037 | $72,019 |
| ALIBABA GROUP HLDG LTD |
863,607 | -26,335 | $71,982 |
| BABA | 863,607 | -26,335 | $71,982 |
| ALPHABET INC |
587,483 | +467,422 | $70,322 |
| GOOGL | 587,483 | +467,422 | $70,322 |
| BAXTER INTL INC |
1,488,169 | +1,486,011 | $67,801 |
| BAX | 1,488,169 | +1,486,011 | $67,801 |
| NXP SEMICONDUCTORS N V |
323,527 | -641 | $66,220 |
| NXPI | 323,527 | -641 | $66,220 |
| META PLATFORMS INC |
228,948 | -45,241 | $65,703 |
| META | 228,948 | -45,241 | $65,703 |
| RH |
195,375 | +195,375 | $64,394 |
| RH | 195,375 | +195,375 | $64,394 |
| GILEAD SCIENCES INC |
695,505 | -41,764 | $53,603 |
| GILD | 695,505 | -41,764 | $53,603 |
| SCORPIO TANKERS INC |
1,086,950 | -2,439 | $51,337 |
| STNG | 1,086,950 | -2,439 | $51,337 |
| VALARIS LIMITED |
781,539 | -1,836 | $49,182 |
| VAL | 781,539 | -1,836 | $49,182 |
| SUNCOR ENERGY INC NEW |
1,586,039 | -1,977,094 | $46,575 |
| SU | 1,586,039 | -1,977,094 | $46,575 |
| SUZANO S A |
4,744,031 | +495,249 | $43,740 |
| SUZ | 4,744,031 | +495,249 | $43,740 |
| PETROLEO BRASILEIRO SA PETRO |
2,930,925 | +1,487,450 | $40,535 |
| PBR | 2,930,925 | +1,487,450 | $40,535 |
| CAMECO CORP |
1,205,231 | +1,170 | $37,763 |
| CCJ | 1,205,231 | +1,170 | $37,763 |
| NOAH HLDGS LTD |
2,602,254 | -12,293 | $36,640 |
| NOAH | 2,602,254 | -12,293 | $36,640 |
| DINGDONG CAYMAN LTD |
9,646,339 | +534,335 | $29,807 |
| DDL | 9,646,339 | +534,335 | $29,807 |
| BOOKING HOLDINGS INC |
9,528 | -1,119 | $25,729 |
| BKNG | 9,528 | -1,119 | $25,729 |
| GE HEALTHCARE TECHNOLOGIES I |
291,893 | +291,893 | $23,713 |
| GEHC | 291,893 | +291,893 | $23,713 |
| EXSCIENTIA PLC |
3,989,632 | +3,411 | $23,619 |
| EXAI | 3,989,632 | +3,411 | $23,619 |
| ICOSAVAX INC |
2,335,350 | -114,552 | $23,190 |
| ICVX | 2,335,350 | -114,552 | $23,190 |
| METALS ACQUISITION LIMITED |
2,032,801 | +2,032,801 | $20,938 |
| MTAL | 2,032,801 | +2,032,801 | $20,938 |
| RECURSION PHARMACEUTICALS IN |
2,711,148 | -59,303 | $20,252 |
| RXRX | 2,711,148 | -59,303 | $20,252 |
| IDEAYA BIOSCIENCES INC |
814,670 | -20,851 | $19,145 |
| IDYA | 814,670 | -20,851 | $19,145 |
| ALLY FINL INC |
643,460 | UNCH | $17,380 |
| ALLY | 643,460 | UNCH | $17,380 |
| BLOCK INC |
258,202 | +25,496 | $17,189 |
| SQ | 258,202 | +25,496 | $17,189 |
| JD.COM INC |
485,214 | -27,035 | $16,560 |
| JD | 485,214 | -27,035 | $16,560 |
| DOORDASH INC |
211,850 | UNCH | $16,190 |
| DASH | 211,850 | UNCH | $16,190 |
| QUANTERIX CORP |
716,001 | -289,869 | $16,146 |
| QTRX | 716,001 | -289,869 | $16,146 |
| H WORLD GROUP LTD |
365,152 | -583,980 | $14,161 |
| HTHT | 365,152 | -583,980 | $14,161 |
| PLANET FITNESS INC |
187,436 | +6,078 | $12,641 |
| PLNT | 187,436 | +6,078 | $12,641 |
| MOBILEYE GLOBAL INC |
324,921 | +324,023 | $12,483 |
| MBLY | 324,921 | +324,023 | $12,483 |
| IRIS ENERGY LTD |
2,633,159 | -102,621 | $12,271 |
| IREN | 2,633,159 | -102,621 | $12,271 |
| SILVERCREST METALS INC |
1,745,696 | UNCH | $10,230 |
| SILV | 1,745,696 | UNCH | $10,230 |
| LAM RESEARCH CORP |
13,148 | -1,424 | $8,452 |
| LRCX | 13,148 | -1,424 | $8,452 |
| FREEPORT MCMORAN INC |
198,478 | -605,888 | $7,939 |
| FCX | 198,478 | -605,888 | $7,939 |
| ROIVANT SCIENCES LTD |
758,575 | +135,997 | $7,646 |
| ROIV | 758,575 | +135,997 | $7,646 |
| BIONTECH SE |
65,838 | +2,500 | $7,106 |
| BNTX | 65,838 | +2,500 | $7,106 |
| JOHNSON & JOHNSON |
42,647 | +42,647 | $7,059 |
| JNJ | 42,647 | +42,647 | $7,059 |
| MICROSOFT CORP |
20,564 | UNCH | $7,003 |
| MSFT | 20,564 | UNCH | $7,003 |
| BIOGEN INC |
24,044 | +3,533 | $6,849 |
| BIIB | 24,044 | +3,533 | $6,849 |
| NETFLIX INC |
14,722 | -5,433 | $6,485 |
| NFLX | 14,722 | -5,433 | $6,485 |
See Full List: All Stocks Held By Platinum Investment Management Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Platinum Investment Management Ltd.
|
Size ($ in 1000's)
At 06/30/2023: $2,881,888 At 03/31/2023: $2,879,559 Platinum Investment Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Platinum Investment Management Ltd. 13F filings. Link to 13F filings: SEC filings |
