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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 123 项
建仓 18
增持 28
减持 52
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$149.9M
12,046,482
-23%
减持
PDD
PDD HOLDINGS INC
-$98.4M
504,465
-54%
减持
CCJ
CAMECO CORP
-$86.0M
1,042,725
-64%
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。
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$57.6M
0
-100%
增持
AVGO
BROADCOM INC
+$55.3M
527,301
+36%
减持
TCOM
TRIP COM GROUP LTD
-$39.9M
677,282
-53%
减持
TRU
TRANSUNION
-$38.2M
1,722,276
-9%
增持
GOOGL
ALPHABET INC
+$34.9M
746,079
+16%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$30.2M
259,769
-52%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$29.8M
837,424
-13%
增持
GOOG
ALPHABET INC
+$24.5M
380,015
+33%
减持
BABA
ALIBABA GROUP HLDG LTD
-$19.5M
28,845
-86%
增持
NICE
NICE LTD
+$18.9M
405,309
+41%
减持
BAX
BAXTER INTL INC
-$16.3M
1,508,749
-5%
减持
MU
MICRON TECHNOLOGY INC
-$13.4M
488,149
-7%
减持
—
SCORPIO TANKERS INC
-$11.8M
402,043
-10%
减持
—
VALARIS LTD
-$11.7M
814,110
-5%
清仓
—
EXSCIENTIA PLC
-$7.1M
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$5.9M
2,108,295
+18%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$5.1M
2,175,491
-5%
增持
PYPL
PAYPAL HLDGS INC
+$5.0M
60,000
+4466%
建仓
ELF
E L F BEAUTY INC
+$4.7M
37,300
减持
JD
JD.COM INC
-$4.1M
457,865
-8%
建仓
—
PROQR THRAPEUTICS N V
+$4.1M
1,538,247
减持
DDL
DINGDONG CAYMAN LTD
-$3.7M
8,125,973
-5%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$3.7M
733,011
+294%
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$3.5M
0
-100%
清仓
ORCL
ORACLE CORP
-$3.4M
0
-100%
清仓
ADBE
ADOBE INC
-$3.3M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$3.2M
200
-80%
清仓
QTTB
Q32 BIO INC
-$3.0M
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$2.9M
5,425
清仓
ANAB
ANAPTYSBIO INC
-$2.5M
0
-100%
减持
HTHT
H WORLD GROUP LTD
-$2.4M
248,238
-13%
减持
NOAH
NOAH HLDGS LTD
-$2.3M
1,952,751
-4%
清仓
—
LAM RESEARCH CORP
-$2.2M
0
-100%
减持
—
AMER SPORTS INC
+$2.2M
250,000
-17%
减持
LW
LAMB WESTON HLDGS INC
-$2.1M
1,002,213
-6%
减持
APGE
APOGEE THERAPEUTICS INC
-$2.0M
95,646
-11%
清仓
ADI
ANALOG DEVICES INC
-$1.9M
0
-100%
增持
BCYC
BICYCLE THERAPEUTICS PLC
-$1.8M
309,059
+14%
减持
—
FLUTTER ENTMT PLC
-$1.7M
40,000
-22%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$1.7M
46,895
建仓
PTC
PTC INC
+$1.6M
8,455
清仓
MBLY
MOBILEYE GLOBAL INC
-$1.5M
0
-100%
增持
—
ADC THERAPEUTICS SA
-$1.3M
1,612,556
+12%
增持
CSGP
COSTAR GROUP INC
+$1.2M
70,000
+40%
建仓
LRCX
LAM RESEARCH CORP
+$1.2M
17,086
减持
META
META PLATFORMS INC
-$1.2M
19,463
-11%
清仓
KROS
KEROS THERAPEUTICS INC
-$1.2M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.1M
59,770
-7%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$1.1M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$1.1M
7,536
-33%
清仓
BIOA
BIOAGE LABS INC
-$1.0M
0
-100%
减持
VERA
VERA THERAPEUTICS INC
-$1.0M
119,664
-13%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$999.2K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$938.8K
15,563
增持
MBX
MBX BIOSCIENCES INC
-$909.7K
162,090
+8%
清仓
MASS
908 DEVICES INC
-$893.3K
0
-100%
减持
QTRX
QUANTERIX CORP
-$832.4K
260,181
-6%
清仓
—
NXP SEMICONDUCTORS N V
-$817.5K
0
-100%
增持
ADSK
AUTODESK INC
+$811.1K
4,336
+154%
建仓
CPNG
COUPANG INC
+$793.7K
36,111
减持
SKYE
SKYE BIOSCIENCE INC
-$668.8K
434,046
-11%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$668.8K
370,278
-14%
增持
IDYA
IDEAYA BIOSCIENCES INC
-$659.9K
152,713
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$603.5K
5,448
+43%
减持
GOSS
GOSSAMER BIO INC
-$600.1K
3,180,295
-10%
建仓
APH
AMPHENOL CORP NEW
+$588.5K
8,474
增持
GPCR
STRUCTURE THERAPEUTICS INC
-$480.5K
74,900
+31%
减持
TXN
TEXAS INSTRS INC
-$478.9K
10,993
-11%
增持
IMVT
IMMUNOVANT INC
-$469.3K
202,323
+5%
建仓
TTD
THE TRADE DESK INC
+$440.1K
3,745
减持
ANSS
ANSYS INC
-$436.1K
1,182
-55%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$431.1K
0
-100%
清仓
—
OMEGA THERAPEUTICS INC
-$422.5K
0
-100%
增持
SNPS
SYNOPSYS INC
+$408.3K
3,317
+40%
减持
ZYME
ZYMEWORKS INC
+$376.2K
306,460
-6%
增持
ABSI
ABSCI CORPORATION
-$303.2K
551,188
+21%
减持
—
ALLAKOS INC
+$294.8K
815,956
-23%
减持
AAPL
APPLE INC
-$277.6K
17,500
-13%
减持
V
VISA INC
-$238.2K
30,048
-15%
增持
—
TORM PLC
+$221.6K
152,439
+92%
增持
KURA
KURA ONCOLOGY INC
-$151.6K
76,533
+83%
增持
NVDA
NVIDIA CORPORATION
+$120.6K
1,582
+109%
增持
—
IMMATICS N.V
-$106.9K
311,722
+53%
清仓
—
HANESBRANDS INC
-$106.7K
0
-100%
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$106.3K
0
-100%
清仓
CSCO
CISCO SYS INC
-$105.9K
0
-100%
清仓
CRC
CALIFORNIA RES CORP
-$99.3K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$99.0K
0
-100%
清仓
T
AT&T INC
-$93.7K
0
-100%
减持
NFLX
NETFLIX INC
+$89.1K
3,618
-18%
建仓
CVS
CVS HEALTH CORP
+$88.9K
1,980
建仓
HCA
HCA HEALTHCARE INC
+$87.6K
292
建仓
BWA
BORGWARNER INC
+$87.4K
2,750
建仓
DG
DOLLAR GEN CORP NEW
+$87.2K
1,150
建仓
FUTU
FUTU HLDGS LTD
+$86.5K
1,081
减持
—
WAVE LIFE SCIENCES LTD
+$73.7K
311,992
-32%
清仓
FOXA
FOX CORP
-$54.4K
0
-100%
减持
INTC
INTEL CORP
-$51.1K
13,171
-2%
建仓
GL
GLOBE LIFE INC
+$44.9K
403
减持
ESPR
ESPERION THERAPEUTICS INC NE
+$44.9K
840,052
-23%
建仓
EC
ECOPETROL S A
+$44.4K
5,602
减持
LBRDK
LIBERTY BROADBAND CORP
-$43.7K
1,747
-23%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$43.2K
1,418
减持
LU
LUFAX HOLDING LTD
-$29.2K
17,947
-13%
减持
WHR
WHIRLPOOL CORP
-$14.8K
776
-20%
减持
CORT
CORCEPT THERAPEUTICS INC
-$13.8K
856
-30%
增持
KSS
KOHLS CORP
-$12.8K
6,108
+31%
减持
CLB
CORE LABORATORIES INC
-$12.2K
5,098
-6%
减持
SRE
SEMPRA
-$9.9K
1,476
-11%
减持
OMF
ONEMAIN HLDGS INC
-$7.9K
1,666
-17%
增持
—
NOBLE CORP PLC
-$7.8K
2,862
+6%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$7.5K
488
+18%
减持
TSN
TYSON FOODS INC
-$7.3K
1,523
-4%
增持
CI
THE CIGNA GROUP
-$7.3K
316
+16%
减持
JXN
JACKSON FINANCIAL INC
-$6.8K
488
-10%
减持
MOMO
HELLO GROUP INC
-$6.7K
5,747
-14%
增持
FLG
FLAGSTAR FINANCIAL INC
-$4.9K
9,510
+14%
增持
—
HERBALIFE LTD
-$2.6K
12,949
+4%
减持
WBD
WARNER BROS DISCOVERY INC
-$1.0K
4,140
-24%
减持
—
JAZZ PHARMACEUTICALS PLC
+$543
720
-9%
