account_balance
Investment manager · 13F filer · SEC CIK 1256071
Platinum Investment Management Ltd
Reported value$407Mas of Jun 30, 2026
Positions85 10 new, 14 sold out
Top 10 weight38.9%ZTO alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ZTOZto Express Cayman Inc
11.0%
MUMicron Technology Inc
5.0%Trimmed −25%
LRCXLam Research Corp
4.9%
TCOMTrip Com Group Ltd
3.4%Trimmed −7%
DDLDingdong Cayman Ltd
3.1%
NOAHNoah Hldgs Ltd
2.4%
AVGOBroadcom Inc
2.4%
BIRKBirkenstock Holding PLC
2.2%Trimmed −24%
AZNAstrazeneca PLC
2.2%
GOOGAlphabet Inc
2.1%
MRKMerck & Co Inc
2.0%
APGEApogee Therapeutics Inc
1.9%
ZTOZto Express Cayman Inc
11.0%
MU5.0%LRCX4.9%TCOM3.4%DDL3.1%NOAH2.4%AVGO2.4%BIRK2.2%AZN2.2%GOOG2.1%MRK2.0%APGE1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ZTO Zto Express Cayman Inc 11.0% HeldMU Micron Technology Inc 5.0% Trimmed −25%LRCX Lam Research Corp 4.9% HeldTCOM Trip Com Group Ltd 3.4% Trimmed −7%DDL Dingdong Cayman Ltd 3.1% HeldNOAH Noah Hldgs Ltd 2.4% HeldAVGO Broadcom Inc 2.4% HeldBIRK Birkenstock Holding PLC 2.2% Trimmed −24%AZN Astrazeneca PLC 2.2% HeldGOOG Alphabet Inc 2.1% HeldMRK Merck & Co Inc 2.0% Held
APGE Apogee Therapeutics Inc 1.9% Held
What changed