Platinum Asset Management, an investment management firm, released its Q3 2025 investor letter for the “Platinum International Technology Fund.” A copy of the letter can be downloaded here. The fund rose 6% in the third quarter, driven by strong performance in AI-oriented holdings. The portfolio owns around 30% of its stake in AI infrastructure stocks and is positioned to benefit from significant investment in AI development. Additionally, you can check out the fund’s top 5 holdings to see your best picks for 2025.
In its Q3 2025 investor letter, Platinum International Technology Fund highlighted stocks like Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is a technology company that develops products to connect people. Meta Platforms, Inc. (NASDAQ:META)’s monthly performance was 11.32% and its shares gained 10.04% of its value in the last 52 weeks. On December 16, 2025, shares of Meta Platforms, Inc. (NASDAQ:META) closed at $657.15 per share, with a market capitalization of $1.656 billion.
Platinum International Technology Fund stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its Q3 2025 investor letter:
“The risk of Metaplatformas, Inc. (NASDAQ:META) is further away, but it could be just as serious. There is some anecdotal data to suggest that hyper-personalized chatbot messages can be addictive. It is also interesting that in the NBER data set, “self-expression,” which included “general talk” and “personal relationships and reflections,” was one of the fastest-growing categories (~8 times more in the last year).
Meta Platforms, Inc. (NASDAQ:META) comes in at number three on our list of the 30 most popular stocks among hedge funds. According to our database, Meta Platforms, Inc. (NASDAQ:META) had 273 hedge fund portfolios at the end of the third quarter, up from 260 in the previous quarter. In Q3 2025, Meta Platforms, Inc. (NASDAQ:META) reported revenue of $51.2 billion, up 26% or 25% in constant currency. While we recognize the potential of Meta Platforms, Inc. (NASDAQ:META) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that’s also benefiting significantly from Trump-era tariffs and the offshoring trend, check out our free report on best short-term AI stock.