Platinum Asset Management saw a 6% increase in its “Platinum International Technology Fund” in Q3 2025, largely due to AI-oriented holdings. The fund has around 30% of its stake in AI infrastructure stocks and is well-positioned to benefit from the ongoing AI build-out.

Meta Platforms, Inc. (NASDAQ:META) was a highlighted stock in Platinum International Technology Fund’s Q3 2025 investor letter. The company saw a 11.32% one-month return and its shares gained 10.04% over the last 52 weeks. As of December 16, 2025, META stock closed at $657.15 per share with a market cap of $1.656 trillion.

Platinum International Technology Fund expressed concerns about Meta Platforms, Inc. (NASDAQ:META) in its Q3 2025 investor letter, citing potential addiction to hyper-personalized chatbot messages. The company’s self-expression category has seen significant growth, indicating potential risks for META.

Meta Platforms, Inc. (NASDAQ:META) ranked third among the 30 most popular stocks among hedge funds in Q3 2025. The company reported revenue of $51.2 billion in Q3 2025, representing a 26% increase. While META has investment potential, certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Here’s Platinum International Technology Fund’s Thoughts on the Impact of ChatGPT on Meta Platforms (META)