Plato Investment Management Ltd — 13F Holdings & Portfolio
CIK 1984475 · latest 13F-HR filed 2026-08-07
Plato Investment Management Ltd manages $1.75B in 13F-reported U.S. long-equity assets across 503 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.88%), AAPL (6.19%), MSFT (3.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 55 new positions, exited 75, added to 225, and trimmed 148.
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.
264 GEORGE STREET
SYDNEY, NSW, C3 2000
$1.75B
Long-equity book
503
Distinct positions
2026-06-30
Filed 2026-08-07
+55 / −75 / ↑225 / ↓148
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Micron Technology Inc$23.3M +221.2%
- Advanced Micro Devices Inc$16.3M +185.3%
- NVIDIA Corp$16.1M +15.4%
- Apple Inc$15.6M +16.9%
- Cisco Systems Inc$14.2M +951632.3%
Top Trims
- Exxon Mobil Corp-$5.9M -46.5%
- Chevron Corp-$5.7M -69.6%
- Wheaton Precious Metals Corp-$5.4M -89.6%
- Berkshire Hathaway Inc-$3.2M -35.1%
- EOG Resources Inc-$2.4M -56.7%
New Positions
- Public Service Enterprise Grou$3.8M
- Tower Semiconductor Ltd$3.5M
- Flex Ltd$2.1M
- TFI International Inc$1.8M
- Hewlett Packard Enterprise Co$1.7M
Exited Positions
- Costco Wholesale Corp$12.5M
- Cisco Systems Inc$9.2M
- Salesforce Inc$7.0M
- American Homes 4 Rent$1.4M
- Crowdstrike Holdings Inc$1.4M
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 | $120.5M | 6.88% | 605,743 | SH |
| 2 | Apple Inc | AAPL | 037833100 | $108.4M | 6.19% | 376,892 | SH |
| 3 | Microsoft Corp | MSFT | 594918104 | $65.1M | 3.72% | 175,526 | SH |
| 4 | Amazon.com Inc | AMZN | 023135106 | $58.3M | 3.33% | 245,991 | SH |
| 5 | Alphabet Inc | GOOGL | 02079K305 | $50.9M | 2.91% | 143,346 | SH |
| 6 | Broadcom Inc | AVGO | 11135F101 | $43.4M | 2.48% | 115,497 | SH |
| 7 | Alphabet Inc | GOOG | 02079K107 | $43.2M | 2.46% | 122,845 | SH |
| 8 | Micron Technology Inc | MU | 595112103 | $33.9M | 1.93% | 29,519 | SH |
| 9 | Meta Platforms Inc | META | 30303M102 | $29.1M | 1.66% | 52,003 | SH |
| 10 | Tesla Inc | TSLA | 88160R101 | $27.0M | 1.54% | 64,537 | SH |
| 11 | Advanced Micro Devices Inc | AMD | 007903107 | $25.1M | 1.43% | 43,401 | SH |
| 12 | Eli Lilly & Co | LLY | 532457108 | $24.8M | 1.41% | 20,772 | SH |
| 13 | JPMorgan Chase & Co | JPM | 46625H100 | $20.3M | 1.16% | 62,447 | SH |
| 14 | Johnson & Johnson | JNJ | 478160104 | $18.3M | 1.04% | 72,416 | SH |
| 15 | Lam Research Corp | LRCX | 512807306 | $16.9M | 0.97% | 39,281 | SH |
| 16 | Intel Corp | INTC | 458140100 | $16.3M | 0.93% | 117,493 | SH |
| 17 | Visa Inc | V | 92826C839 | $15.5M | 0.88% | 45,340 | SH |
| 18 | AbbVie Inc | ABBV | 00287Y109 | $15.4M | 0.88% | 61,586 | SH |
| 19 | Caterpillar Inc | CAT | 149123101 | $14.7M | 0.84% | 13,863 | SH |
| 20 | Applied Materials Inc | AMAT | 038222105 | $14.3M | 0.82% | 19,885 | SH |
| 21 | Cisco Systems Inc | VRSN | 92343E102 | $14.2M | 0.81% | 121,506 | SH |
| 22 | Mastercard Inc | MA | 57636Q104 | $13.8M | 0.79% | 27,058 | SH |
| 23 | Bank of America Corp | BAC | 060505104 | $13.0M | 0.74% | 230,368 | SH |
| 24 | General Electric Co | GE | 369604301 | $12.2M | 0.69% | 32,722 | SH |
| 25 | KLA Corp | KLAC | 482480100 | $12.1M | 0.69% | 40,481 | SH |
| 26 | GE Vernova Inc | GEV | 36828A101 | $12.1M | 0.69% | 10,345 | SH |
| 27 | Citigroup Inc | C | 172967424 | $11.9M | 0.68% | 85,879 | SH |
| 28 | Costco Wholesale Corp | EW | 28176E108 | $11.7M | 0.67% | 12,544 | SH |
| 29 | Coca-Cola Co/The | KO | 191216100 | $11.4M | 0.65% | 140,677 | SH |
| 30 | Walmart Inc | WMT | 931142103 | $10.9M | 0.62% | 96,939 | SH |
| 31 | Morgan Stanley | MS | 617446448 | $10.0M | 0.57% | 48,226 | SH |
| 32 | Procter & Gamble Co/The | PG | 742718109 | $10.0M | 0.57% | 68,665 | SH |
| 33 | Royal Bank of Canada | RY | 780087102 | $9.8M | 0.56% | 47,573 | SH |
| 34 | UnitedHealth Group Inc | UNH | 91324P102 | $9.6M | 0.55% | 23,178 | SH |
| 35 | PepsiCo Inc | PEP | 713448108 | $9.5M | 0.54% | 70,534 | SH |
| 36 | Merck & Co Inc | MRK | 58933Y105 | $9.5M | 0.54% | 74,299 | SH |
| 37 | Amphenol Corp | APH | 032095101 | $8.7M | 0.50% | 49,634 | SH |
| 38 | Verizon Communications Inc | VZ | 92343V104 | $8.5M | 0.48% | 201,623 | SH |
| 39 | Analog Devices Inc | ADI | 032654105 | $8.5M | 0.48% | 21,489 | SH |
| 40 | Netflix Inc | NFLX | 64110L106 | $8.4M | 0.48% | 119,014 | SH |
| 41 | Salesforce Inc | RTX | 75513E101 | $8.1M | 0.46% | 52,009 | SH |
| 42 | Amgen Inc | AMGN | 031162100 | $8.1M | 0.46% | 22,412 | SH |
| 43 | Texas Instruments Inc | TXN | 882508104 | $7.9M | 0.45% | 26,712 | SH |
| 44 | Home Depot Inc/The | HD | 437076102 | $7.8M | 0.45% | 22,240 | SH |
| 45 | American Express Co | AXP | 025816109 | $7.7M | 0.44% | 22,911 | SH |
| 46 | Walt Disney Co/The | DIS | 254687106 | $7.6M | 0.43% | 79,394 | SH |
| 47 | Toronto-Dominion Bank/The | TD | 891160509 | $7.6M | 0.43% | 62,530 | SH |
| 48 | Magna International Inc | MGA | 559222401 | $7.5M | 0.43% | 114,356 | SH |
| 49 | Canadian Imperial Bank of Comm | CM | 136069101 | $6.9M | 0.39% | 59,922 | SH |
| 50 | Exxon Mobil Corp | XOM | 30231G102 | $6.8M | 0.39% | 49,688 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |