Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Technology Fund”. The fund was up 6% in the third quarter, driven by strong performance from AI-oriented holdings. The portfolio holds around 30% of its stake in AI infrastructure stocks and is positioned to benefit from significant investment in the AI build-out. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.
A copy of Platinum International Fund’s Q3 2025 investor letter can be downloaded here.Create a free account, or log in to read the full article
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