Platinum International Technology Fund Video Update
Jimmy Su
Portfolio Manager, Platinum International Technology Fund
Investing in the Next Wave of Technology Innovation
Technology continues to reshape industries, economies and consumer behaviour at an accelerating pace, creating both significant disruption and compelling long-term investment opportunities.
In this latest Platinum International Technology Fund webinar update, Portfolio Manager Jimmy Su explores the major themes driving global technology markets, including artificial intelligence, semiconductor demand, digital infrastructure and the increasing role of software and automation across the global economy.
Jimmy discusses how the Fund identifies high-quality technology businesses positioned to benefit from long-term structural growth, while navigating the volatility and rapid change that often characterise the sector. The webinar also highlights several portfolio holdings demonstrating how innovation, scale and technological leadership can create enduring competitive advantages.
Video Chapters
- Market overview (0:33)
- Portfolio performance (2:02)
- AI data centre build out (4:15)
- Semiconductor supply chain (6:12)
- Defence spending (7:25)
The presentation deck is available here.
Released May 26, 2026.
Explore the Platinum International Technology Fund
Discover how the Platinum International Technology Fund invests in innovative global technology businesses benefiting from long-term structural growth, digital transformation and evolving technology trends.
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This presentation has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221035, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum International Technology Fund (the “Fund”). The latest Platinum Trust® Product Disclosure Statement (the “PDS”) provides detail about the Fund. You can obtain a copy of the PDS from Platinum’s website www.platinum.com.au, or by contacting Investor Services on 1300 726 700 (Australian investors only), or 0800 700 726 (New Zealand investors only), or 02 9255 7500, or via invest@platinum.com.au.
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