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Jane Stewart

Platinum Investment Management Ltd

Assets Managed
$396.752M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-8.3%(2Q avg: -40.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Platinum Investment Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Platinum Investment Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 396.752M in assets, with a quarterly growth rate of -8.3% and a 2-quarter average growth rate of -40.16%. The portfolio is managed by Jane Stewart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ZTO
Zto Express Cayman Inc-adr
Recent Activity
12.66%
$50.192M
1.994M shares@ $25.18 avg price
TCOM
Trip.com Group Ltd-adr
Recent Activity
Decreased -14.42%
4.77%
$18.906M
379,718 shares@ $49.79 avg price
DDL
Dingdong Cayman Ltd -spn Adr
Recent Activity
Increased 0.4%
4.21%
$16.67M
6.487M shares@ $2.58 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -16.84%
2.51%
$9.922M
46,439 shares@ $213.67 avg price
BIRK
Birkenstock Holding Plc
Recent Activity
Increased 11.07%
2.49%
$9.853M
275,000 shares@ $35.83 avg price
NOAH
Noah Holdings Ltd-spon Ads
Recent Activity
Decreased -6.16%
2.48%
$9.837M
993,612 shares@ $9.91 avg price
AZNCF
Astrazeneca Plc
Recent Activity
New Position
2.35%
$9.319M
48,088 shares@ $193.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -15.18%
2.05%
$8.105M
26,186 shares@ $309.52 avg price
PDD
Pdd Holdings Inc
Recent Activity
2.03%
$8.016M
78,445 shares@ $102.18 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -5.07%
2.02%
$7.992M
23,656 shares@ $337.84 avg price

1-10 of 89