PI
Plato Investment Management Ltd — 13F Portfolio Changes & Top Buys (Q2 2026)
Plato Investment Management LtdCIK: 0001984475
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$1.7B
Reporting period: 2026-06-30 · Number of holdings: 503
Plato Investment Management Ltd disclosed 503 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.7B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 6.73
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 60.26
- Diversification
- 100
- Sizing Uniformity
- 72.86
Plato Investment Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 59 equally-sized positions, well below its 503 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 2.71), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
-5.4% $23.3M
Add AMD
+0.5% $16.3M
Sold out COST
Add VRSN
+2025100.0% $14.2M
Add INTC
+29.3% $12.3M
Sold out CSCO
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.92% | -0.09% | +1.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.23% | — | +3.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.51% | +2.81% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.16% | +7.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | +0.27% | +4.55% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.09% | +0.00% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | +0.11% | +0.03% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 1.95% | +1.23% | -5.38% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.28% | +2.33% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.55% | -0.03% | +1.87% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | +0.85% | +0.55% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.13% | -0.13% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.04% | +1.69% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.09% | +3.94% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 0.97% | +0.28% | -18.33% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.94% | +0.67% | +29.28% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.01% | +4.51% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.06% | +9.13% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | +0.17% | -1.47% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.36% | +0.09% | |
| 21 | VRSN | Verisign Inc | Stock-Tech | 0.81% | +0.81% | +2025100.00% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | +0.06% | +25.03% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.17% | +29.78% | |
| 24 | GE | General Electric | Stock-Industrials | 0.70% | +0.07% | -0.19% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 0.70% | +0.17% | +655.38% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.07% | -1.42% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.17% | +25.87% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.06% | +0.74% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.19% | -1.08% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.59% | +0.48% | +641.02% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.58% | +0.08% | +6.01% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.08% | +2.60% | |
| 33 | RY | Royal Bank Of Canada | Stock-Financials | 0.56% | +0.03% | -2.48% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.22% | +26.55% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.12% | +10.24% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | +0.03% | +15.33% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | +0.12% | +11.33% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.10% | +15.93% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | +0.02% | -2.44% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.16% | +17.44% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.06% | +2.75% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.24% | +66.76% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.04% | +1.21% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.44% | -0.03% | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.03% | +8.83% | |
| 46 | TD | Toronto-dominion Bank | Stock-Financials | 0.43% | +0.13% | +30.46% | |
| 47 | MGA | Magna International Inc | Stock-Consumer Disc | 0.43% | +0.16% | +56.56% | |
| 48 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.39% | +0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.46% | -33.13% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | +0.04% | +53.02% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3%
Performance Last 4 Quarters
+20.7%
- Stdev
- +12.2%
- Beta
- +1
- Alpha
- +0.1%
- Max Drawdown
- -7.9%
- Annualized Perf
- +19.5%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.09
- Stutzer
- +0.45
- Treynor
- +0.19
- Sterling
- +1.14
- Calmar
- +2.46
- Information Ratio
- +0.12
- Tracking Error
- +1.4%
- Stdev Down
- +6%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +31.2%
- Worst 12 Months
- +7.4%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.53
- Stdev Sectors
- +10%
- Skewness
- -0.04
- Kurtosis
- +0.23
- Upside Potential
- +4.58
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Plato Investment Management Ltd's most significant position changes for 2026-06-30: Sold out: Costco Wholesale CORP (COST); Sold out: Cisco Systems Inc (CSCO); Sold out: Salesforce Inc (CRM); New buy: Public Service Enterprise Gp (PEG); New buy: Tower Semiconductor Ltd. (TSEM).
Showing top 200 changes by size (of 571 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -5.38% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.9% | +0.55% | Add |
| 3 | VRSN | Verisign Inc | +0.8% | +2025100.00% | Add |
| 4 | INTC | Intel CORP | +0.7% | +29.28% | Add |
| 5 | RTX | Rtx CORP | +0.5% | +641.02% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | +0.09% | Add |
| 7 | LRCX | Lam Research CORP | +0.3% | -18.33% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.55% | Add |
| 9 | FTI | TechnipFMC plc | +0.3% | +8390.12% | Add |
| 10 | TXN | Texas Instruments Inc | +0.2% | +66.76% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | +26.55% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.2% | -1.13% | Trim |
| 13 | PEG | Public Service Enterprise Gp | +0.2% | NEW | New buy |
| 14 | DELL | Dell Technologies -c | +0.2% | +7.59% | Add |
| 15 | TRV | Travelers Cos Inc/the | +0.2% | +112.03% | Add |
| 16 | CNC | Centene CORP | +0.2% | +178.39% | Add |
| 17 | TSEM | Tower Semiconductor Ltd. | +0.2% | NEW | New buy |
| 18 | CAT | Caterpillar Inc | +0.2% | -1.47% | Trim |
| 19 | BAC | Bank Of America CORP | +0.2% | +29.78% | Add |
| 20 | KLAC | Kla CORP | +0.2% | +655.38% | Add |
| 21 | C | Citigroup Inc | +0.2% | +25.87% | Add |
| 22 | AMZN | Amazon.com Inc | +0.2% | +7.80% | Add |
| 23 | MGA | Magna International Inc | +0.2% | +56.56% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.2% | +21.72% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.2% | -9.05% | Trim |
| 26 | BMO | Bank Of Montreal | +0.1% | +84.89% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | -0.13% | Trim |
| 28 | TD | Toronto-dominion Bank | +0.1% | +30.46% | Add |
| 29 | SLF | Sun Life Financial Inc | +0.1% | +245.43% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +11.33% | Add |
| 31 | GLW | Corning Inc | +0.1% | +217.97% | Add |
| 32 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | Add |
| 34 | TPR | Tapestry Inc | +0.1% | +147.92% | Add |
| 35 | TFII | Tfi International Inc | +0.1% | NEW | New buy |
| 36 | WDC | Western Digital CORP | +0.1% | -22.67% | Trim |
| 37 | NEM | Newmont CORP | +0.1% | +420.15% | Add |
| 38 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 39 | AVGO | Broadcom Inc | +0.1% | +0.00% | Add |
| 40 | AIG | American International Group | +0.1% | +260.44% | Add |
| 41 | ELV | Elevance Health Inc | +0.1% | +497.63% | Add |
| 42 | O | Realty Income CORP | +0.1% | +198.73% | Add |
| 43 | MS | Morgan Stanley | +0.1% | +6.01% | Add |
| 44 | CVS | Cvs Health CORP | +0.1% | +6.91% | Add |
| 45 | PWR | Quanta Services Inc | +0.1% | +103.31% | Add |
| 46 | RPM | Rpm International Inc | +0.1% | +71.39% | Add |
| 47 | SNOW | Snowflake Inc | +0.1% | +217.32% | Add |
| 48 | GEV | GE Vernova Inc | +0.1% | -1.42% | Trim |
| 49 | GE | General Electric | +0.1% | -0.19% | Trim |
| 50 | TMUS | T-mobile US Inc | +0.1% | +84.80% | Add |
1–50 of 200
Filing History
FAQ
What is Plato Investment Management Ltd and what type of investor is it?
Plato Investment Management Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.7B, spread across 503 disclosed positions.
What are Plato Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, Plato Investment Management Ltd's top holdings by market value are:
1. Nvidia CORP (NVDA) — $120.5M (6.9%)
2. Apple Inc (AAPL) — $108.4M (6.2%)
3. Microsoft CORP (MSFT) — $65.1M (3.7%)
4. Amazon.com Inc (AMZN) — $58.3M (3.4%)
5. Alphabet Inc-cl A (GOOGL) — $50.9M (2.9%)
What changes did Plato Investment Management Ltd make in its most recent portfolio filing?
In the latest reported quarter, Plato Investment Management Ltd made 196 notable position adjustments: 15 new positions were initiated, 99 existing holdings were added to, 64 positions were partially reduced, and 18 were completely exited. The largest of these moves: Sold out: Costco Wholesale CORP (COST); Sold out: Cisco Systems Inc (CSCO); Sold out: Salesforce Inc (CRM); New buy: Public Service Enterprise Gp (PEG); New buy: Tower Semiconductor Ltd. (TSEM)
What sectors does Plato Investment Management Ltd focus on?
Plato Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.7%
• Financials: 13.2%
• Health Care: 11.4%
• Communication Services: 10.0%
• Consumer Discretionary: 9.3%
• Industrials: 8.3%
Investment Profile
Plato Investment Management Ltd returned an annualized 19.5% over the trailing 30 months — outperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.7% of the portfolio concentrated in Information Technology.
It has added to its MU position over the past two quarters (+$25.8M, now $33.9M), while trimming WPM over the same stretch (-$6.4M, still holding $630.7K).
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Developer Access
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