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PLATINUM INVESTMENT MANAGEMENT LTD 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PLATINUM INVESTMENT MANAGEMENT LTD
报告期 2026-03-31 · CIK 0001256071
持仓数
89
前50大市值合计
$334.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 102 项
建仓 12
增持 41
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
LPX
LOUISIANA PAC CORP
-$83.4M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$78.5M
3,513,350
+0%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$65.8M
14,905,595
-6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
RBLX
ROBLOX CORP
+$57.5M
618,542
+642%
建仓
—
IRIS ENERGY LTD
+$43.9M
2,717,193
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$42.6M
3,955,641
+101%
增持
TCOM
TRIP COM GROUP LTD
-$41.6M
11,266,671
+9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$33.6M
1,073,727
-1%
建仓
—
EXSCIENTIA PLC
+$32.6M
1,648,154
建仓
LW
LAMB WESTON HLDGS INC
+$22.3M
351,679
减持
GILD
GILEAD SCIENCES INC
-$20.5M
1,120,332
-23%
清仓
HCC
WARRIOR MET COAL INC
-$18.5M
0
-100%
建仓
—
PARDES BIOSCIENCES INC
+$17.8M
1,087,070
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$15.1M
740,770
-1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$13.4M
337,061
-15%
增持
FCX
FREEPORT-MCMORAN INC
+$13.1M
1,284,358
+3%
减持
MOS
MOSAIC CO NEW
+$13.1M
3,822,804
-0%
清仓
—
FS DEVELOPMENT CORP II
-$9.6M
0
-100%
增持
MASS
908 DEVICES INC
+$9.5M
495,332
+391%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$9.5M
1,443,863
+118%
增持
—
CENTOGENE N V
-$9.3M
2,277,150
+18%
增持
—
GENETRON HLDGS LTD
-$9.2M
1,316,642
+6%
增持
NOAH
NOAH HLDGS LTD
-$8.8M
1,849,717
+5%
增持
—
PROMETHEUS BIOSCIENCES INC
+$8.7M
521,529
+4%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$8.5M
881,085
-24%
增持
ESPR
ESPERION THERAPEUTICS INC NE
-$7.1M
2,713,176
+58%
建仓
CRNC
CERENCE INC
+$6.7M
87,329
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$6.7M
0
-100%
减持
EFX
EQUIFAX INC
+$6.3M
182,984
-2%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$6.3M
0
-100%
减持
META
META PLATFORMS INC
-$5.2M
197,414
-6%
建仓
MRNA
MODERNA INC
+$4.9M
19,230
增持
ZLAB
ZAI LAB LTD
+$4.8M
140,591
+268%
减持
—
OMEGA THERAPEUTICS INC
-$4.7M
414,513
-17%
增持
—
ICOSAVAX INC
-$4.6M
816,366
+4%
清仓
FULC
FULCRUM THERAPEUTICS INC
-$4.3M
0
-100%
增持
—
BTRS HOLDINGS INC
-$3.8M
2,282,941
+12%
清仓
—
MEDALLIA INC
-$3.7M
0
-100%
减持
TAL
TAL EDUCATION GROUP
-$3.3M
2,936,719
-4%
建仓
—
ROIVANT SCIENCES LTD
+$3.3M
323,643
清仓
—
UNITED STATES STL CORP NEW
-$3.0M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$2.9M
38,150
+2%
增持
—
EPIZYME INC
-$2.7M
2,822,936
+48%
建仓
WDC
WESTERN DIGITAL CORP.
+$2.5M
38,586
清仓
—
ALKERMES PLC
-$2.5M
0
-100%
清仓
—
ACCELERON PHARMA INC
-$2.4M
0
-100%
增持
—
F45 TRAINING HLDGS INC
+$2.3M
970,744
+76%
清仓
—
AVIDITY BIOSCIENCES INC
-$2.3M
0
-100%
增持
—
MERSANA THERAPEUTICS INC
+$2.0M
495,481
+347%
减持
GOOGL
ALPHABET INC
-$2.0M
9,690
-14%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$2.0M
129,562
-47%
减持
PYPL
PAYPAL HLDGS INC
-$1.9M
6,029
-48%
增持
—
SINGULAR GENOMICS SYSTEMS IN
+$1.8M
263,443
+146%
增持
QTRX
QUANTERIX CORP
-$1.6M
565,610
+10%
清仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
-$1.4M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$1.3M
350,719
+25%
增持
—
ASSEMBLY BIOSCIENCES INC
-$1.3M
1,909,498
+16%
减持
CTMX
CYTOMX THERAPEUTICS INC
-$1.2M
980,085
-9%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$1.2M
221,699
+71%
建仓
—
LIBERTY MEDIA CORP DEL
+$980.0K
15,500
增持
HCM
HUTCHMED CHINA LTD
+$920.0K
191,156
+21%
增持
ABSI
ABSCI CORPORATION
-$902.0K
297,823
+4%
减持
CVNA
CARVANA CO
-$794.0K
7,396
-11%
减持
PLNT
PLANET FITNESS INC
-$766.0K
106,440
-20%
增持
COGT
COGENT BIOSCIENCES INC
+$754.0K
1,050,699
+7%
增持
DNLI
DENALI THERAPEUTICS INC
+$720.0K
50,971
+66%
增持
—
ORCHARD THERAPEUTICS PLC
-$718.0K
1,335,174
+24%
减持
CHRS
COHERUS BIOSCIENCES INC
-$708.0K
535,108
-7%
增持
—
ZYMEWORKS INC
-$656.0K
235,299
+51%
减持
ORCL
ORACLE CORP
-$638.0K
17,875
-29%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$552.0K
37,797
清仓
TWLO
TWILIO INC
-$474.0K
0
-100%
增持
SQ
BLOCK INC
+$429.0K
81,988
+53%
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$427.0K
114,418
+40%
增持
IMVT
IMMUNOVANT INC
+$423.0K
615,900
+11%
增持
—
WAVE LIFE SCIENCES LTD
+$392.0K
1,336,105
+72%
清仓
—
INOVALON HLDGS INC
-$355.0K
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$347.0K
28,358
-15%
减持
—
INHIBRX INC
+$346.0K
86,929
-16%
减持
—
MERUS N V
+$332.0K
176,509
-26%
减持
AAPL
APPLE INC
-$322.0K
8,378
-34%
增持
—
ALBIREO PHARMA INC
-$304.0K
315,662
+29%
减持
MSI
MOTOROLA SOLUTIONS INC
-$273.0K
1,406
-50%
增持
TKNO
ALPHA TEKNOVA INC
-$268.0K
169,237
+13%
减持
—
SYNEOS HEALTH INC
+$259.0K
71,397
-12%
减持
—
XILINX INC
+$232.0K
7,650
-17%
增持
—
DISH NETWORK CORPORATION
+$228.0K
15,940
+140%
增持
—
BIOATLA INC
+$123.0K
91,262
+61%
减持
CTRA
COTERRA ENERGY INC
-$50.0K
7,742
-14%
减持
MOMO
HELLO GROUP INC
-$19.0K
6,286
-12%
增持
T
AT&T INC
+$16.0K
5,810
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.0K
1,426
+11%
减持
SFM
SPROUTS FMRS MKT INC
+$10.0K
1,722
-3%
减持
FOXA
FOX CORP
-$7.0K
1,027
-8%
减持
—
CREDICORP LTD
-$7.0K
326
-23%
减持
CVS
CVS HEALTH CORP
+$7.0K
1,311
-13%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$7.0K
418
-11%
建仓
—
XP INC
+$5.0K
159
增持
UHS
UNIVERSAL HLTH SVCS INC
+$5.0K
657
+14%
建仓
KD
KYNDRYL HLDGS INC
+$4.0K
241
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$3.0K
7,866
-9%
减持
COR
AMERISOURCEBERGEN CORP
+$0
657
-10%
