CIK: 0001984475
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 516
Plato Investment Management Ltd disclosed 516 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 19.0%.
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Plato Investment Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 60 equally-sized positions, well below its 516 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.77), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+2.2% -$17.9M
Trim TSLA
+0.1% -$5.0M
Add GEV
+35.9% $4.1M
Add XOM
+0.8% $3.7M
Trim META
+0.2% -$4.6M
Add AMAT
+38.8% $3.1M
Showing top 200 holdings (of 516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.01% | -0.18% | +1.82% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.23% | -0.17% | +1.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -1.05% | +2.23% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.19% | -0.16% | +3.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | -0.09% | +2.89% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.40% | -0.09% | +5.36% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | -0.14% | +0.96% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.25% | +0.19% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.58% | -0.29% | +0.13% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | — | +14.75% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | — | +1.83% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | +0.22% | +2.74% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.09% | +2.78% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | +0.27% | +0.82% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | +0.14% | +2.00% | |
| 16 | ABBV | Abbvie INC | Stock-Healthcare | 0.82% | — | +11.48% | |
| 17 | WMT | Walmart INC | Stock-Consumer Staples | 0.82% | — | — | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 0.73% | — | +3.73% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | — | -8.31% | |
| 20 | MU | Micron Technology INC | Stock-Tech | 0.71% | +0.18% | +11.35% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 0.69% | — | -11.42% | |
| 22 | CAT | Caterpillar INC | Stock-Industrials | 0.67% | +0.15% | +1.96% | |
| 23 | PEP | Pepsico INC | Stock-Consumer Staples | 0.67% | — | +2.56% | |
| 24 | NFLX | Netflix INC | Stock-Comm Services | 0.65% | — | +1.33% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | — | +4.61% | |
| 26 | GE | General Electric | Stock-Industrials | 0.63% | — | +7.27% | |
| 27 | CSCO | Cisco Systems INC | Stock-Tech | 0.62% | — | +2.84% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | — | — | |
| 29 | GEV | GE Vernova INC | Stock-Industrials | 0.62% | +0.29% | +35.91% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | — | +7.99% | |
| 31 | VZ | Verizon Communications INC | Stock-Comm Services | 0.59% | +0.20% | +19.60% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | -0.10% | -5.33% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | — | +9.63% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.55% | +0.14% | -3.39% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.53% | — | -3.28% | |
| 36 | RY | Royal Bank Of Canada | Stock-Financials | 0.53% | — | +1.36% | |
| 37 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.52% | — | -4.60% | |
| 38 | C | Citigroup INC | Stock-Financials | 0.52% | — | -2.95% | |
| 39 | AMGN | Amgen INC | Stock-Healthcare | 0.52% | — | +6.80% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.50% | — | +16.60% | |
| 41 | HD | Home Depot INC | Stock-Consumer Disc | 0.49% | — | -0.09% | |
| 42 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.48% | — | +4.97% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | — | +3.06% | |
| 44 | ADI | Analog Devices INC | Stock-Tech | 0.47% | +0.15% | +23.73% | |
| 45 | CRM | Salesforce INC | Stock-Tech | 0.47% | -0.15% | +4.57% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.47% | — | +7.50% | |
| 47 | AMAT | Applied Materials INC | Stock-Tech | 0.46% | +0.22% | +38.85% | |
| 48 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.41% | -0.12% | -2.60% | |
| 49 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.41% | +0.41% | NEW | |
| 50 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.41% | — | -22.77% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+21.9%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 516 | $1.5B | 19 | |
| 2025-12-31 | 513 | $1.5B | 15 | |
| 2025-09-30 | 516 | $1.5B | 32 | |
| 2025-06-30 | 516 | $1.3B | 0 | |
| 2025-03-31 | 527 | $1.2B | 0 | |
| 2024-12-31 | 585 | $1.4B | 0 | |
| 2024-09-30 | 547 | $1.2B | 0 | |
| 2024-06-30 | 495 | $1.1B | 0 | |
| 2024-03-31 | 489 | $967.2M | 0 | |
| 2023-12-31 | 455 | $81.6M | 0 |
Plato Investment Management Ltd's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Seagate Technology Holdings plc (STX); New buy: Totalenergies Se (TTE); New buy: Citizens Financial Group (CFG); Add: Microsoft CORP (MSFT) — shares +2.23%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova INC | +0.3% | +35.91% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.82% | Add |
| 3 | AMAT | Applied Materials INC | +0.2% | +38.85% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.74% | Add |
| 5 | VZ | Verizon Communications INC | +0.2% | +19.60% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +87.52% | Add |
| 7 | MU | Micron Technology INC | +0.2% | +11.35% | Add |
| 8 | ADI | Analog Devices INC | +0.2% | +23.73% | Add |
| 9 | CAT | Caterpillar INC | +0.2% | +1.96% | Add |
| 10 | CVX | Chevron CORP | +0.1% | -3.39% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.1% | +2.00% | Add |
| 12 | BMO | Bank Of Montreal | +0.1% | +2950.11% | Add |
| 13 | CM | Can Imperial Bk Of Commerce | +0.1% | +42.60% | Add |
| 14 | SLB | Slb LTD | +0.1% | +11.02% | Add |
| 15 | F | Ford Motor Co | +0.1% | +193.79% | Add |
| 16 | TER | Teradyne INC | +0.1% | +113.24% | Add |
| 17 | TFC | Truist Financial CORP | +0.1% | +475.12% | Add |
| 18 | T | At&t INC | +0.1% | +19.48% | Add |
| 19 | BKR | Baker Hughes Co | +0.1% | +7.09% | Add |
| 20 | AER | AerCap Holdings N.V. | +0.1% | +1039.70% | Add |
| 21 | TPL | Texas Pacific Land CORP | +0.1% | +38.32% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.89% | Add |
| 23 | AVGO | Broadcom INC | -0.1% | +5.36% | Add |
| 24 | V | Visa Inc-class A Shares | -0.1% | +2.78% | Add |
| 25 | BAC | Bank Of America CORP | -0.1% | -5.33% | Trim |
| 26 | SPGI | S&p Global INC | -0.1% | -14.08% | Trim |
| 27 | ROP | Roper Technologies INC | -0.1% | -49.53% | Trim |
| 28 | TEL | TE Connectivity plc | -0.1% | -30.76% | Trim |
| 29 | PYPL | Paypal Holdings INC | -0.1% | -79.44% | Trim |
| 30 | ADBE | Adobe INC | -0.1% | +2.58% | Add |
| 31 | BKNG | Booking Holdings INC | -0.1% | -2.60% | Trim |
| 32 | INTU | Intuit INC | -0.1% | +4.51% | Add |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +0.96% | Add |
| 34 | TRI4EUR | Thomson Reuters CORP | -0.1% | -88.54% | Trim |
| 35 | CRM | Salesforce INC | -0.2% | +4.57% | Add |
| 36 | ORCL | Oracle CORP | -0.2% | -10.01% | Trim |
| 37 | APP | Applovin Corp-class A | -0.2% | -21.46% | Trim |
| 38 | AMZN | Amazon.com INC | -0.2% | +3.40% | Add |
| 39 | LOGI | Logitech International S.A. | -0.2% | -46.66% | Trim |
| 40 | AAPL | Apple INC | -0.2% | +1.85% | Add |
| 41 | NVDA | Nvidia CORP | -0.2% | +1.82% | Add |
| 42 | QCOM | Qualcomm INC | -0.2% | -20.50% | Trim |
| 43 | KGC | Kinross Gold CORP | -0.2% | -65.83% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.3% | +0.19% | Add |
| 45 | TSLA | Tesla INC | -0.3% | +0.13% | Add |
| 46 | MSFT | Microsoft CORP | -1.1% | +2.23% | Add |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 49 | TTE | Totalenergies Se | — | NEW | New buy |
| 50 | CFG | Citizens Financial Group | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-04 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-20 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-06 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-17 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
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