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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 9
增持 37
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
BARRICK GOLD CORP
-$96.0M
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$56.3M
1,568,350
增持
BABA
ALIBABA GROUP HLDG LTD
-$47.3M
1,423,374
+0%
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
ZTO
ZTO EXPRESS CAYMAN INC
-$38.2M
15,914,881
+4%
减持
—
LAM RESEARCH CORP
-$34.5M
44,436
-63%
清仓
LW
LAMB WESTON HLDGS INC
-$19.9M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$19.8M
4,018,598
+4%
减持
TCOM
TRIP COM GROUP LTD
-$18.8M
6,550,870
-9%
减持
MU
MICRON TECHNOLOGY INC
-$16.2M
1,693,702
-7%
减持
HTHT
H WORLD GROUP LTD
-$12.6M
1,369,043
-11%
建仓
—
TWITTER INC
+$11.6M
264,933
减持
LGIH
LGI HOMES INC
-$11.5M
301,019
-27%
增持
SU
SUNCOR ENERGY INC NEW
+$10.5M
4,016,785
+36%
增持
NOAH
NOAH HLDGS LTD
-$10.4M
2,465,977
+16%
减持
GILD
GILEAD SCIENCES INC
-$10.4M
796,837
-17%
清仓
—
EPIZYME INC
-$9.7M
0
-100%
减持
—
PROMETHEUS BIOSCIENCES INC
+$8.7M
353,356
-18%
增持
DDL
DINGDONG CAYMAN LTD
+$7.6M
7,952,801
+113%
增持
META
META PLATFORMS INC
-$6.7M
283,034
+1%
清仓
CVNA
CARVANA CO
-$6.0M
0
-100%
增持
SUZ
SUZANO S A
-$5.1M
4,245,182
+0%
减持
YUMC
YUM CHINA HLDGS INC
-$5.0M
300,257
-24%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.8M
915,701
+11%
建仓
NFLX
NETFLIX INC
+$4.4M
18,503
增持
GOOGL
ALPHABET INC
-$4.2M
102,042
+1495%
减持
MASS
908 DEVICES INC
-$3.5M
498,041
-13%
增持
BKNG
BOOKING HOLDINGS INC
+$3.4M
50,492
+11%
增持
—
ICOSAVAX INC
-$3.4M
1,883,768
+15%
增持
GOOG
ALPHABET INC
-$3.4M
256,980
+1900%
减持
RXRX
RECURSION PHARMACEUTICALS IN
+$3.3M
2,251,971
-11%
清仓
—
OATLY GROUP AB
-$3.1M
0
-100%
减持
—
SILVERCREST METALS INC
-$2.8M
1,762,177
-14%
增持
—
CENTOGENE N V
-$2.7M
2,377,150
+5%
增持
PLNT
PLANET FITNESS INC
+$2.7M
189,227
+56%
增持
QTRX
QUANTERIX CORP
+$2.4M
1,155,818
+81%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$2.4M
1,011,467
+10%
建仓
BC
BRUNSWICK CORP
+$2.3M
35,178
增持
FCX
FREEPORT-MCMORAN INC
-$2.0M
1,047,983
+0%
增持
GE
GENERAL ELECTRIC CO
+$1.7M
919,668
+6%
减持
—
GENETRON HLDGS LTD
-$1.7M
746,861
-43%
减持
—
WAVE LIFE SCIENCES LTD
-$1.5M
598,612
-47%
减持
TAL
TAL EDUCATION GROUP
-$1.4M
226,309
-56%
减持
XGN
EXAGEN INC
-$1.3M
351,071
-12%
减持
—
PROTHENA CORP PLC
+$1.3M
48,914
-19%
减持
—
SIX FLAGS ENTMT CORP NEW
-$1.3M
198,629
-10%
增持
BIO
BIO RAD LABS INC
+$1.2M
20,211
+37%
减持
—
ASSEMBLY BIOSCIENCES INC
-$963.0K
1,450,328
-9%
减持
CHRS
COHERUS BIOSCIENCES INC
+$953.0K
549,899
-8%
清仓
SGMOQ
SANGAMO THERAPEUTICS INC
-$904.0K
0
-100%
增持
TKNO
ALPHA TEKNOVA INC
-$886.0K
337,391
+41%
增持
ALT
ALTIMMUNE INC
+$851.0K
118,730
+109%
减持
—
INHIBRX INC
+$807.0K
146,210
-9%
减持
—
OMEGA THERAPEUTICS INC
+$781.0K
631,079
-9%
减持
ESPR
ESPERION THERAPEUTICS INC NE
-$744.0K
1,430,001
-12%
增持
—
ZYMEWORKS INC
+$734.0K
373,992
+27%
增持
HCM
HUTCHMED CHINA LTD
-$709.0K
240,391
+7%
增持
—
PIERIS PHARMACEUTICALS INC
-$651.0K
1,220,798
+11%
减持
MOS
MOSAIC CO NEW
+$648.0K
2,842,540
-2%
减持
IMVT
IMMUNOVANT INC
+$645.0K
659,075
-15%
增持
—
NANOSTRING TECHNOLOGIES INC
+$631.0K
507,405
+10%
增持
—
ALBIREO PHARMA INC
+$624.0K
266,917
+17%
增持
—
SINGULAR GENOMICS SYSTEMS IN
+$563.0K
881,068
+105%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$508.0K
263,491
-11%
减持
COGT
COGENT BIOSCIENCES INC
-$501.0K
511,390
-43%
减持
HOWL
WEREWOLF THERAPEUTICS INC
-$379.0K
109,530
-49%
建仓
—
THIRD HARMONIC BIO INC
+$338.0K
17,825
减持
—
MERSANA THERAPEUTICS INC
-$327.0K
290,298
-41%
减持
—
IMMATICS N.V
-$324.0K
257,120
-23%
增持
ALEC
ALECTOR INC
+$307.0K
145,840
+38%
增持
—
MERUS N V
-$304.0K
146,264
+2%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$295.0K
0
-100%
减持
ORCL
ORACLE CORP
-$243.0K
7,459
-25%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$204.0K
26,457
-0%
增持
—
EXSCIENTIA PLC
+$181.0K
2,811,120
+34%
减持
—
BLUEPRINT MEDICINES CORP
+$144.0K
32,862
-18%
建仓
BALL
BALL CORP
+$117.0K
2,424
建仓
CCJ
CAMECO CORP
+$81.0K
3,020
建仓
BBY
BEST BUY INC
+$70.0K
1,108
减持
CSCO
CISCO SYS INC
-$69.0K
21,426
-1%
建仓
SWK
STANLEY BLACK & DECKER INC
+$63.0K
842
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$48.0K
1,644
-38%
清仓
SFM
SPROUTS FMRS MKT INC
-$45.0K
0
-100%
增持
INTC
INTEL CORP
+$44.0K
8,340
+82%
增持
—
CORE LABORATORIES N V
-$39.0K
15,955
+24%
减持
—
HANESBRANDS INC
-$34.0K
7,697
-10%
增持
—
LUFAX HOLDING LTD
-$22.0K
8,281
+14%
减持
—
HERBALIFE NUTRITION LTD
-$19.0K
2,859
-23%
减持
HCA
HCA HEALTHCARE INC
-$10.0K
401
-19%
增持
ABSI
ABSCI CORPORATION
+$6.0K
317,772
+7%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$5.0K
12,376
-9%
减持
FOXA
FOX CORP
-$5.0K
1,177
-9%
减持
CI
CIGNA CORP NEW
-$4.0K
296
-10%
增持
—
LAREDO PETROLEUM INC
+$3.0K
623
+18%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.0K
3,026
+20%
