PLATINUM INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DDL | 6.68M | $13.82M |
 | ZTO | 2.25M | $43.12M |
 | RCI | 1.70M | $58.68M |
 | UBS | 1.44M | $58.97M |
 | NOAH | 1.29M | $14.95M |
 | PRQR | 1.24M | $2.63M |
 | ADCT | 1.16M | $4.63M |
 | VAL | 965K | $47.05M |
 | MRK | 939K | $78.79M |
 | GOSS | 764K | $2.01M |
 | CCJ | 674K | $56.57M |
 | TRU | 615K | $51.49M |
 | ICE | 596K | $100.34M |
 | LRCX | 575K | $77.04M |
 | TCOM | 474K | $35.65M |
 | MU | 470K | $78.69M |
 | YUM | 434K | $66.01M |
 | JNJ | 427K | $79.17M |
 | KR | 426K | $28.69M |
 | GOOGL | 381K | $92.68M |
Dingdong (Cayman) Limited
DDL
Shares Held
6.68M
Value
$13.82M
ZTO Express (Cayman) Inc.
ZTO
Shares Held
2.25M
Value
$43.12M
Rogers Communications Inc.
RCI
Shares Held
1.70M
Value
$58.68M
UBS Group AG
UBS
Shares Held
1.44M
Value
$58.97M
Noah Holdings Limited
NOAH
Shares Held
1.29M
Value
$14.95M
ProQR Therapeutics N.V.
PRQR
Shares Held
1.24M
Value
$2.63M
ADC Therapeutics S.A.
ADCT
Shares Held
1.16M
Value
$4.63M
Valaris Limited
VAL
Shares Held
965K
Value
$47.05M
Merck & Co., Inc.
MRK
Shares Held
939K
Value
$78.79M
Gossamer Bio, Inc.
GOSS
Shares Held
764K
Value
$2.01M
Cameco Corporation
CCJ
Shares Held
674K
Value
$56.57M
TransUnion
TRU
Shares Held
615K
Value
$51.49M
Intercontinental Exchange, Inc.
ICE
Shares Held
596K
Value
$100.34M
Lam Research Corporation
LRCX
Shares Held
575K
Value
$77.04M
Trip.com Group Limited
TCOM
Shares Held
474K
Value
$35.65M
Micron Technology, Inc.
MU
Shares Held
470K
Value
$78.69M
Yum! Brands, Inc.
YUM
Shares Held
434K
Value
$66.01M
Johnson & Johnson
JNJ
Shares Held
427K
Value
$79.17M
The Kroger Co.
KR
Shares Held
426K
Value
$28.69M
Alphabet Inc.
GOOGL
Shares Held
381K
Value
$92.68M