Plato Investment Management Ltd — 13F Holdings & Portfolio
CIK 1984475 · latest 13F-HR filed 2026-05-05
Plato Investment Management Ltd manages $1.49B in 13F-reported U.S. long-equity assets across 516 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.01%), AAPL (6.23%), MSFT (4.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 41 new positions, exited 38, added to 148, and trimmed 238.
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.
$1.49B
Long-equity book
516
Distinct positions
2026-03-31
Filed 2026-05-05
+41 / −38 / ↑148 / ↓238
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GE Vernova Inc$4.1M +80.8%
- Exxon Mobil Corp$3.7M +41.5%
- Applied Materials Inc$3.1M +83.9%
- Johnson & Johnson$2.9M +20.8%
- Verizon Communications Inc$2.8M +46.8%
Top Trims
- Microsoft Corp-$17.9M -22.1%
- NVIDIA Corp-$5.7M -5.2%
- Apple Inc-$5.2M -5.3%
- Tesla Inc-$5.0M -17.6%
- Meta Platforms Inc-$4.6M -13.5%
New Positions
- AstraZeneca PLC$6.2M
- Seagate Technology Holdings PL$2.5M
- TotalEnergies SE$2.3M
- Citizens Financial Group Inc$1.7M
- Lumentum Holdings Inc$1.3M
Exited Positions
- Old Republic International Cor$1.1M
- Robinhood Markets Inc$1.1M
- Flutter Entertainment PLC$1.0M
- Lennar Corp$790.0K
- CAE Inc$551.8K
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 | $104.4M | 7.01% | 598,154 | SH |
| 2 | Apple Inc | AAPL | 037833100 | $92.8M | 6.23% | 365,355 | SH |
| 3 | Microsoft Corp | MSFT | 594918104 | $63.2M | 4.25% | 170,727 | SH |
| 4 | Amazon.com Inc | AMZN | 023135106 | $47.6M | 3.19% | 228,191 | SH |
| 5 | Alphabet Inc | GOOGL | 02079K305 | $39.4M | 2.65% | 137,106 | SH |
| 6 | Broadcom Inc | AVGO | 11135F101 | $35.8M | 2.40% | 115,492 | SH |
| 7 | Alphabet Inc | GOOG | 02079K107 | $35.2M | 2.37% | 122,805 | SH |
| 8 | Meta Platforms Inc | META | 30303M102 | $29.1M | 1.95% | 50,817 | SH |
| 9 | Tesla Inc | TSLA | 88160R101 | $23.6M | 1.58% | 63,353 | SH |
| 10 | Eli Lilly & Co | LLY | 532457108 | $19.1M | 1.29% | 20,799 | SH |
| 11 | JPMorgan Chase & Co | JPM | 46625H100 | $18.1M | 1.21% | 61,411 | SH |
| 12 | Johnson & Johnson | JNJ | 478160104 | $17.0M | 1.14% | 69,673 | SH |
| 13 | Visa Inc | V | 92826C839 | $13.1M | 0.88% | 43,383 | SH |
| 14 | Exxon Mobil Corp | XOM | 30231G102 | $12.6M | 0.85% | 74,305 | SH |
| 15 | Costco Wholesale Corp | COST | 22160K105 | $12.5M | 0.84% | 12,533 | SH |
| 16 | AbbVie Inc | ABBV | 00287Y109 | $12.3M | 0.82% | 56,432 | SH |
| 17 | Walmart Inc | WMT | 931142103 | $12.2M | 0.82% | 97,998 | SH |
| 18 | Mastercard Inc | MA | 57636Q104 | $10.8M | 0.73% | 21,641 | SH |
| 19 | Coca-Cola Co/The | KO | 191216100 | $10.6M | 0.71% | 139,650 | SH |
| 20 | Micron Technology Inc | MU | 595112103 | $10.5M | 0.71% | 31,198 | SH |
| 21 | Lam Research Corp | LRCX | 512807306 | $10.3M | 0.69% | 48,095 | SH |
| 22 | Caterpillar Inc | CAT | 149123101 | $10.0M | 0.67% | 14,070 | SH |
| 23 | PepsiCo Inc | PEP | 713448108 | $9.9M | 0.67% | 63,981 | SH |
| 24 | Netflix Inc | NFLX | 64110L106 | $9.7M | 0.65% | 101,340 | SH |
| 25 | Procter & Gamble Co/The | PG | 742718109 | $9.7M | 0.65% | 66,927 | SH |
| 26 | General Electric Co | GE | 369604301 | $9.3M | 0.63% | 32,783 | SH |
| 27 | Cisco Systems Inc | CSCO | 17275R102 | $9.2M | 0.62% | 119,126 | SH |
| 28 | Berkshire Hathaway Inc | BRK.B | 084670702 | $9.2M | 0.62% | 19,147 | SH |
| 29 | GE Vernova Inc | GEV | 36828A101 | $9.2M | 0.62% | 10,494 | SH |
| 30 | Advanced Micro Devices Inc | AMD | 007903107 | $8.8M | 0.59% | 43,165 | SH |
| 31 | Verizon Communications Inc | VZ | 92343V104 | $8.7M | 0.59% | 173,917 | SH |
| 32 | Bank of America Corp | BAC | 060505104 | $8.7M | 0.58% | 177,510 | SH |
| 33 | Palantir Technologies Inc | PLTR | 69608A108 | $8.3M | 0.56% | 56,825 | SH |
| 34 | Chevron Corp | CVX | 166764100 | $8.2M | 0.55% | 39,718 | SH |
| 35 | KLA Corp | KLAC | 482480100 | $7.9M | 0.53% | 5,359 | SH |
| 36 | Royal Bank of Canada | RY | 780087102 | $7.9M | 0.53% | 48,783 | SH |
| 37 | Merck & Co Inc | MRK | 58933Y105 | $7.8M | 0.52% | 64,422 | SH |
| 38 | Citigroup Inc | C | 172967424 | $7.7M | 0.52% | 68,227 | SH |
| 39 | Amgen Inc | AMGN | 031162100 | $7.7M | 0.52% | 21,813 | SH |
| 40 | Morgan Stanley | MS | 617446448 | $7.5M | 0.50% | 45,493 | SH |
| 41 | Home Depot Inc/The | HD | 437076102 | $7.2M | 0.49% | 21,974 | SH |
| 42 | Gilead Sciences Inc | GILD | 375558103 | $7.2M | 0.48% | 51,281 | SH |
| 43 | Walt Disney Co/The | DIS | 254687106 | $7.0M | 0.47% | 72,951 | SH |
| 44 | Analog Devices Inc | ADI | 032654105 | $7.0M | 0.47% | 22,027 | SH |
| 45 | Salesforce Inc | CRM | 79466L302 | $7.0M | 0.47% | 37,384 | SH |
| 46 | American Express Co | AXP | 025816109 | $6.9M | 0.47% | 22,911 | SH |
| 47 | Applied Materials Inc | AMAT | 038222105 | $6.8M | 0.46% | 19,868 | SH |
| 48 | Booking Holdings Inc | BKNG | 09857L108 | $6.2M | 0.41% | 1,461 | SH |
| 49 | AstraZeneca PLC | AZN | G0593M107 | $6.2M | 0.41% | 31,725 | SH |
| 50 | Wheaton Precious Metals Corp | WPM | 962879102 | $6.0M | 0.41% | 46,190 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $1.49B | 516 | 0001984475-26-000003 |
| 2025-12-31 | 2026-02-04 | $1.53B | 513 | 0001984475-26-000001 |