Holdings
Platinum Investment Management LTD
As of Jun 30, 2026, Platinum Investment Management LTD reported 73 positions worth US$344M. Largest: Zto Express (cayman), Inc. Class A, Micron Technology, Inc. and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Zto Express (cayman), Inc. Class A | 1.99M | US$44.6M | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 17,782 | US$20.5M | −5,874 | Jun 30, 2026 |
| Lam Research Corporation | 46,439 | US$20.1M | no change | Jun 30, 2026 |
| Trip.com Group Ltd. | 352K | US$14M | −27,797 | Jun 30, 2026 |
| Broadcom Inc. | 26,186 | US$9.89M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,314 | US$8.69M | −12,218 | Jun 30, 2026 |
| Merck & Company, Inc. | 63,316 | US$8.14M | no change | Jun 30, 2026 |
| Apogee Therapeutics, Inc. | 58,314 | US$7.74M | no change | Jun 30, 2026 |
| Abbvie Inc. | 30,102 | US$7.57M | no change | Jun 30, 2026 |
| Johnson & Johnson | 27,830 | US$7.07M | no change | Jun 30, 2026 |