Stock Taper 
PLATINUM INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CAVA Group, Inc. | CAVA | 42K | $3.3M |
 Cameco Corporation | CCJ | 42.36K | $4.31M |
 TransUnion | TRU | 44.59K | $3.22M |
 e.l.f. Beauty, Inc. | ELF | 45K | $3.33M |
 Valaris Limited | VAL | 45.96K | $3.34M |
 Lam Research Corporation | LRCX | 46.44K | $20.12M |
 AstraZeneca PLC | AZN | 48.09K | $9M |
 Dutch Bros Inc. | BROS | 50K | $3.59M |
 Apogee Therapeutics, Inc. | APGE | 58.31K | $7.74M |
 Floor & Decor Holdings, Inc. | FND | 62.5K | $3.71M |
 Merck & Co., Inc. | MRK | 63.32K | $8.14M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 64.75K | $5.28M |
 Definium Therapeutics, Inc. | DFTX | 70K | $3.29M |
 PDD Holdings Inc. | PDD | 78.44K | $5.98M |
 The Kroger Co. | KR | 81.31K | $4.51M |
 Roivant Sciences Ltd. | ROIV | 92.4K | $3.27M |
 Zymeworks Inc. | ZYME | 105.18K | $2.75M |
 Aura Biosciences, Inc. | AURA | 111.86K | $794.24K |
 Vera Therapeutics, Inc. | VERA | 113.69K | $4.88M |
 UBS Group AG | UBS | 117.51K | $5.83M |