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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 119 项
建仓 9
增持 31
减持 65
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$138.9M
852,473
+688%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$95.6M
897,539
+91579%
建仓
LW
LAMB WESTON HLDGS INC
+$61.3M
729,393
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
PDD
PDD HOLDINGS INC
+$50.5M
867,447
+56%
减持
META
META PLATFORMS INC
-$47.4M
69,614
-59%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$40.1M
15,657,006
-10%
减持
BALL
BALL CORP
-$37.2M
6,505
-99%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$31.7M
966,008
-19%
减持
AVGO
BROADCOM INC
+$24.3M
101,915
-3%
减持
—
METALS ACQUISITION LIMITED
-$24.0M
25,902
-99%
减持
SLB
SCHLUMBERGER LTD
-$22.7M
1,752,344
-9%
减持
TRU
TRANSUNION
-$21.6M
1,880,280
-7%
减持
MU
MICRON TECHNOLOGY INC
-$20.4M
1,220,544
-20%
减持
BAX
BAXTER INTL INC
-$16.4M
1,592,535
-2%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$16.1M
2,304,234
-29%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$15.0M
1,341,580
-13%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$15.0M
395,673
-78%
减持
TCOM
TRIP COM GROUP LTD
-$13.4M
2,656,589
-16%
减持
—
EXSCIENTIA PLC
-$12.7M
1,932,204
-51%
减持
MBLY
MOBILEYE GLOBAL INC
-$12.0M
1,257,143
-15%
减持
—
VALARIS LTD
-$10.3M
858,902
-13%
建仓
—
FLUTTER ENTMT PLC
+$9.3M
51,000
减持
CCJ
CAMECO CORP
+$9.2M
2,908,862
-6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$8.0M
637,303
-14%
建仓
AAPL
APPLE INC
+$7.2M
34,133
减持
DDL
DINGDONG CAYMAN LTD
+$6.7M
9,064,805
-3%
减持
APGE
APOGEE THERAPEUTICS INC
-$5.4M
147,472
-12%
清仓
—
INHIBRX INC
-$5.1M
0
-100%
减持
ADBE
ADOBE INC
-$5.0M
7,189
-60%
减持
NOAH
NOAH HLDGS LTD
-$4.5M
2,155,022
-3%
减持
—
SCORPIO TANKERS INC
+$4.1M
446,568
-1%
建仓
—
ADC THERAPEUTICS SA
+$4.1M
1,296,153
清仓
BNTX
BIONTECH SE
-$3.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.8M
60,330
+39%
减持
GOOG
ALPHABET INC
+$3.8M
377,872
-12%
增持
ZTS
ZOETIS INC
+$3.6M
40,000
+100%
减持
ABSI
ABSCI CORPORATION
-$2.8M
530,682
-32%
减持
—
OMEGA THERAPEUTICS INC
-$2.5M
346,352
-61%
减持
GOSS
GOSSAMER BIO INC
-$2.4M
3,524,908
-25%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$2.4M
293,445
-12%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$2.1M
144,717
-11%
清仓
ADSK
AUTODESK INC
-$2.0M
0
-100%
减持
JD
JD.COM INC
-$1.9M
500,285
-8%
清仓
—
CUREVAC N V
-$1.9M
0
-100%
清仓
HCM
HUTCHMED CHINA LTD
-$1.9M
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$1.7M
8,815
减持
VERA
VERA THERAPEUTICS INC
-$1.7M
136,416
-11%
减持
HTHT
H WORLD GROUP LTD
-$1.6M
286,153
-1%
减持
ESPR
ESPERION THERAPEUTICS INC NE
-$1.6M
1,196,526
-25%
减持
RCUS
ARCUS BIOSCIENCES INC
-$1.5M
153,783
-25%
增持
QTRX
QUANTERIX CORP
-$1.5M
277,636
+28%
减持
MASS
908 DEVICES INC
-$1.4M
274,067
-26%
减持
KROS
KEROS THERAPEUTICS INC
-$1.4M
20,293
-42%
减持
LULU
LULULEMON ATHLETICA INC
-$1.2M
5,000
-29%
减持
ZYME
ZYMEWORKS INC
-$1.2M
373,002
-11%
减持
TKNO
ALPHA TEKNOVA INC
-$1.2M
531,414
-27%
清仓
CRM
SALESFORCE INC
-$1.2M
0
-100%
增持
IMVT
IMMUNOVANT INC
-$1.1M
192,242
+1%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$1.1M
57,230
-26%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
35,942
-10%
减持
—
ROIVANT SCIENCES LTD
-$1.0M
569,745
-15%
清仓
—
PROTHENA CORP PLC
-$1.0M
0
-100%
减持
—
WAVE LIFE SCIENCES LTD
-$1.0M
537,345
-10%
增持
—
CENTESSA PHARMACEUTICALS PLC
-$1.0M
495,895
+2%
建仓
NICE
NICE LTD
+$951.5K
5,533
清仓
—
CENTOGENE N V
-$842.1K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$721.5K
9,196
+32%
减持
—
IMMATICS N.V
-$668.1K
203,614
-29%
增持
QCOM
QUALCOMM INC
+$616.2K
8,734
+32%
增持
ANAB
ANAPTYSBIO INC
+$575.2K
82,401
+25%
减持
—
AC IMMUNE SA
+$557.5K
952,069
-13%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$531.2K
36,572
-10%
清仓
SGMT
SAGIMET BIOSCIENCES INC
-$491.2K
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$480.8K
88,425
-9%
清仓
—
BLUEPRINT MEDICINES CORP
-$476.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$463.7K
0
-100%
清仓
BIIB
BIOGEN INC
-$461.4K
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$455.4K
11,301
+10%
建仓
FIVN
FIVE9 INC
+$444.8K
10,087
减持
—
ALLAKOS INC
-$416.7K
1,060,139
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$364.8K
6,911
-16%
减持
MRNA
MODERNA INC
-$351.5K
18,193
-23%
减持
CYTK
CYTOKINETICS INC
-$346.2K
14,478
-10%
减持
—
LONGBOARD PHARMACEUTICALS IN
+$338.5K
114,047
-10%
增持
VEEV
VEEVA SYS INC
-$320.0K
15,487
+14%
减持
QTTB
Q32 BIO INC
-$268.1K
89,456
-19%
减持
FCX
FREEPORT-MCMORAN INC
-$198.5K
3,775
-54%
减持
AURA
AURA BIOSCIENCES INC
-$186.7K
162,358
-10%
减持
CDXS
CODEXIS INC
-$181.3K
200,063
-13%
减持
ERO
ERO COPPER CORP
-$164.0K
9,249
-51%
减持
TECH
BIO-TECHNE CORP
-$141.4K
20,449
-10%
减持
CNM
CORE & MAIN INC
-$138.7K
5,453
-23%
减持
KURA
KURA ONCOLOGY INC
-$135.8K
41,874
-11%
建仓
WHR
WHIRLPOOL CORP
+$125.3K
1,226
减持
—
MERUS N V
-$117.9K
73,722
-26%
清仓
BBY
BEST BUY INC
-$113.8K
0
-100%
清仓
RL
RALPH LAUREN CORP
-$102.0K
0
-100%
减持
COGT
COGENT BIOSCIENCES INC
+$79.1K
157,851
-15%
增持
—
NEW YORK CMNTY BANCORP INC
+$56.4K
35,044
+100%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$35.7K
592
+22%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$33.6K
1,938
+7%
增持
SUZ
SUZANO S A
-$29.3K
33,633
+15%
增持
INTC
INTEL CORP
+$28.5K
10,292
+57%
增持
SRE
SEMPRA
+$26.9K
2,247
+12%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$19.4K
1,663
+30%
减持
—
HERBALIFE LTD
-$16.1K
9,452
-17%
建仓
SOLV
SOLVENTUM CORP
+$13.5K
255
增持
CRC
CALIFORNIA RES CORP
+$12.1K
2,225
+15%
增持
LU
LUFAX HOLDING LTD
+$9.5K
24,292
+113%
增持
CSCO
CISCO SYS INC
+$7.2K
2,340
+12%
减持
JXN
JACKSON FINANCIAL INC
-$5.3K
1,406
-15%
增持
KSS
KOHLS CORP
+$4.4K
4,953
+32%
增持
—
VITAL ENERGY INC
+$3.3K
1,079
+26%
增持
WBD
WARNER BROS DISCOVERY INC
+$2.8K
7,381
+24%
增持
—
NOBLE CORP PLC
+$2.6K
2,485
+11%
增持
CI
THE CIGNA GROUP
+$2.2K
321
+12%
增持
NVDA
NVIDIA CORPORATION
+$1.2K
2,431
+634%
增持
—
HANESBRANDS INC
+$516
21,214
+18%
增持
—
JAZZ PHARMACEUTICALS PLC
+$394
930
+13%
