PLATINUM INVESTMENT MANAGEMENT LTD — 13F holdings

PLATINUM INVESTMENT MANAGEMENT LTD reported 85 holdings worth $407M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ZTO ZTO EXPRESS CAYMAN INC — $44.6M (11.0%)
2. MU MICRON TECHNOLOGY INC — $20.5M (5.0%)
3. LRCX LAM RESEARCH CORP — $20.1M (4.9%)
4. TCOM TRIP COM GROUP LTD — $14.0M (3.4%)
5. DDL DINGDONG CAYMAN LTD — $12.5M (3.1%)
6. NOAH NOAH HLDGS LTD — $9.93M (2.4%)
7. AVGO BROADCOM INC — $9.89M (2.4%)
8. BIRK BIRKENSTOCK HOLDING PLC — $9.04M (2.2%)
9. AZN ASTRAZENECA PLC — $9.00M (2.2%)
10. GOOG ALPHABET INC — $8.69M (2.1%)