HF Best Ideas
AnalysesQuarterly LettersInsightsCharts✦Warren AI
AnalysesQuarterly LettersInsightsCharts✦Warren AI
Platinum Asset Management

Platinium AM Platinum Asia Fund

Sep 2026 → Sep 2026

Our archive holds 1 letter from this strategy and positions in 42 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year · follow all of Platinum Asset Management for every strategy.

Also held

  • Vera Therapeutics
  • Cie de Saint-Gobain
  • Rightmove
  • Mitsubishi UFJ Financial Group
  • Caterpillar
  • Banca Transilvania
  • Immunovant
  • Visa
  • Lloyds Banking Group
  • JX Advanced Metals
  • DMG Mori
  • Daifuku
  • Galderma Group
  • AerCap
  • Societe Generale
  • ASML Holding
  • SpeeDx
  • e.l.f. Beauty
  • Birkenstock Holding
  • Oxford Nanopore Technologies
  • BNP Paribas
  • Amer Sports
  • Syntara
  • Mitsubishi Estate
  • Cogent Biosciences
  • Danaher
  • Games Workshop Group
  • Nabtesco
  • Amazon.com
  • Alphabet
  • Siemens
  • FANUC
  • Meta Platforms
  • Epiroc
  • Arcus Biosciences
  • Experian
  • Imricor Medical Systems
  • Booking Holdings
  • BeOne Medicines
  • Keyence
  • Sony Group
  • Industria de Diseno Textil
  • Ideaya Biosciences
  • Mitsubishi Electric

Every letter

2026

  • September 2026

Other Platinum Asset Management strategies

  • Platinium AM3
  • Platinium AM Platinum Trust3
© 2026 HF Best Ideas
ExploreCompanies A–Z·Research·Charts·Fund overlap tool
Privacy·Terms·Disclosures·Contact