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Plato Investment Management Ltd — 13F Holdings & Portfolio

CIK 1984475 · latest 13F-HR filed 2026-11-05

Backtest portfolio

Plato Investment Management Ltd manages $1.90B in 13F-reported U.S. long-equity assets across 473 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.74%), AAPL (7.02%), MSFT (4.99%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 43 new positions and exited 66; 170 existing positions rose in reported value and 190 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.90B

Long-equity book

Holdings
473

Distinct positions

Period
2026-09-30

Filed 2026-11-05

Q/Q Activity
+43 / −66 / ↑170 / ↓190

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.7% · +6%AAPL7.0% · +6%MSFT5.0% · +5%AMZN3.4% · +4%GOOGL2.7% · +2%GOOG2.3% · +3%AVGO2.2% · +4%META2.1% · +6%MU1.8% · +5%AMD1.4% · +3%LLY1.3% · +2%TSLA1.2% · +3%JPM1.2% · +10%JNJ0.9% · -7%ABBV0.9% · +2%V0.9% · -0%INTC0.8% · +4%MA0.8% · -4%BAC0.7% · +4%CSCO0.7% · newLRCX0.7% · +1%CRM0.7% · newKO0.7% · +3%COST0.6% · newCAT0.6% · +0%GE0.6% · +9%MS0.6% · +21%UNH0.6% · +29%VZ0.6% · +17%C0.6% · -3%MRK0.6% · -0%TXN0.6% · +40%AMGN0.6% · +11%AMAT0.5% · -0%WMT0.5% · +0%RY0.5% · 0%MGA0.5% · +27%PG0.5% · -8%BNS0.5% · +138%PLTR0.5% · -9%AXP0.5% · +28%DELL0.5% · +17%GILD0.5% · +15%KLAC0.5% · +9%GEV0.5% · -13%NFLX0.4% · +2%BMY0.4% · +26%DIS0.4% · -0%ADI0.4% · -5%ADBE0.4% · +63%SNDK0.4% · +823%CVS0.4% · +78%APH0.4% · +89%PEP0.4% · -12%WFC0.4% · +27%PFE0.4% · +9%XOM0.4% · -14%ACN0.4% · -1%PANW0.4% · +10%SCHW0.3% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 35.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 170 →

Top Trims

Show all 190 →

New Positions

Show all 43 →

Exited Positions

Show all 66 →

Plato Investment Management Ltd Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp NVDA 67066G104 $147.3M 7.74% 642,392 SH
2 Apple Inc AAPL 037833100 $133.5M 7.02% 399,196 SH
3 Microsoft Corp MSFT 594918104 $94.9M 4.99% 184,369 SH
4 Amazon.com Inc AMZN 023135106 $63.8M 3.35% 255,048 SH
5 Alphabet Inc GOOGL 02079K305 $50.5M 2.66% 146,228 SH
6 Alphabet Inc GOOG 02079K107 $43.2M 2.27% 126,401 SH
7 Broadcom Inc AVGO 11135F101 $42.5M 2.24% 120,628 SH
8 Meta Platforms Inc META 30303M102 $39.9M 2.10% 54,843 SH
9 Micron Technology Inc MU 595112103 $33.3M 1.75% 31,119 SH
10 Advanced Micro Devices Inc AMD 007903107 $27.5M 1.44% 44,726 SH
11 Eli Lilly & Co LLY 532457108 $24.5M 1.29% 21,096 SH
12 Tesla Inc TSLA 88160R101 $23.8M 1.25% 66,758 SH
13 JPMorgan Chase & Co JPM 46625H100 $22.8M 1.20% 68,723 SH
14 Johnson & Johnson JNJ 478160104 $17.9M 0.94% 67,507 SH
15 AbbVie Inc ABBV 00287Y109 $16.5M 0.87% 62,766 SH
16 Visa Inc V 92826C839 $16.3M 0.86% 45,126 SH
17 Intel Corp INTC 458140100 $14.7M 0.78% 122,142 SH
18 Mastercard Inc MA 57636Q104 $14.4M 0.75% 25,933 SH
19 Bank of America Corp BAC 060505104 $13.1M 0.69% 240,516 SH
20 Cisco Systems Inc CSCO 17275R102 $13.1M 0.69% 121,541 SH
21 Lam Research Corp LRCX 512807306 $13.0M 0.68% 39,501 SH
22 Salesforce Inc CRM 79466L302 $12.7M 0.67% 55,089 SH
23 Coca-Cola Co/The KO 191216100 $12.5M 0.66% 144,691 SH
24 Costco Wholesale Corp COST 22160K105 $11.5M 0.60% 12,538 SH
25 Caterpillar Inc CAT 149123101 $11.3M 0.59% 13,874 SH
26 General Electric Co GE 369604301 $11.1M 0.59% 35,532 SH
27 Morgan Stanley MS 617446448 $11.1M 0.58% 58,569 SH
28 UnitedHealth Group Inc UNH 91324P102 $11.0M 0.58% 29,879 SH
29 Verizon Communications Inc VZ 92343V104 $10.9M 0.57% 236,470 SH
30 Citigroup Inc C 172967424 $10.8M 0.57% 83,444 SH
31 Merck & Co Inc MRK 58933Y105 $10.8M 0.57% 74,220 SH
32 Texas Instruments Inc TXN 882508104 $10.5M 0.55% 37,496 SH
33 Amgen Inc AMGN 031162100 $10.5M 0.55% 24,793 SH
34 Applied Materials Inc AMAT 038222105 $10.2M 0.54% 19,841 SH
35 Walmart Inc WMT 931142103 $10.1M 0.53% 97,044 SH
36 Royal Bank of Canada RY 780087102 $9.5M 0.50% 47,573 SH
37 Magna International Inc MGA 559222401 $9.3M 0.49% 145,406 SH
38 Procter & Gamble Co/The PG 742718109 $9.2M 0.49% 63,401 SH
39 Bank of Nova Scotia/The BNS 064149107 $9.1M 0.48% 99,242 SH
40 Palantir Technologies Inc PLTR 69608A108 $9.1M 0.48% 48,311 SH
41 American Express Co AXP 025816109 $9.0M 0.47% 29,346 SH
42 Dell Technologies Inc DELL 24703L202 $8.7M 0.46% 16,168 SH
43 Gilead Sciences Inc GILD 375558103 $8.7M 0.46% 57,948 SH
44 KLA Corp KLAC 482480100 $8.6M 0.45% 44,193 SH
45 GE Vernova Inc GEV 36828A101 $8.6M 0.45% 9,025 SH
46 Netflix Inc NFLX 64110L106 $8.4M 0.44% 120,861 SH
47 Bristol-Myers Squibb Co BMY 110122108 $8.4M 0.44% 134,281 SH
48 Walt Disney Co/The DIS 254687106 $8.3M 0.44% 79,226 SH
49 Analog Devices Inc ADI 032654105 $8.1M 0.43% 20,329 SH
50 Adobe Inc ADBE 00724F101 $8.1M 0.43% 33,575 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-05 $1.90B 473 0001984475-26-000008
2026-06-30 2026-08-07 $1.75B 503 0001984475-26-000004
2026-03-31 2026-05-05 $1.49B 516 0001984475-26-000003
2025-12-31 2026-02-04 $1.53B 513 0001984475-26-000001
Filer Information
Address
LEVEL 25, AUSTRALIA SQUARE TOWER
264 GEORGE STREET
SYDNEY, NSW, C3 2000
Phone
(130) 001-0311
Filing Manager
Plato Investment Management Ltd
SYDNEY, C3
Signatory
Ian Wang
Investment Compliance Manager