StockDriftsStockDriftsTop 50 Platinum Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | 12.65% | 1.99M | $50.2M | +0.00%(+0) | $24.24(-4.77%) | 2026-03-31 | |
| TCOM | TRIP COM GROUP LTD | 4.77% | 379.7K | $18.9M | -14.42%(-64.00K) | $29.57(+38.64%) | 2026-03-31 | |
| DDL | DINGDONG CAYMAN LTD | 4.2% | 6.49M | $16.7M | +0.40%(+25.62K) | $5.48(-64.59%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.5% | 46.4K | $9.9M | -16.84%(-9.41K) | $71.82(+389.28%) | 2026-03-31 | |
| BIRK | BIRKENSTOCK HOLDING PLC | 2.48% | 275.0K | $9.9M | +11.07%(+27.40K) | $48.20(-4.58%) | 2026-03-31 | |
| NOAH | NOAH HLDGS LTD | 2.48% | 993.6K | $9.8M | -6.17%(-65.30K) | $31.47(-68.13%) | 2026-03-31 | |
| AZN | ASTRAZENECA PLC | 2.35% | 48.1K | $9.3M | new | $190.54(+2.42%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.04% | 26.2K | $8.1M | -15.18%(-4.69K) | $142.72(+152.56%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 2.02% | 78.4K | $8.0M | +0.00%(+0) | $102.28(-19.45%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.01% | 23.7K | $8.0M | -5.07%(-1.26K) | $63.59(+1434.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.27% | +45.32% |
| Top 20 Holdings Unweighted | +11.66% | +39.22% |
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