CIK: 0001984475
申告総資産額
$14.9億
報告対象四半期: 2026-03-31 · 銘柄数: 516
Plato Investment Management Ltdは最新の13F報告書で516件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$14.9億、四半期回転率は19.0%です。
Plato Investment Management Ltdが開示している保有銘柄のハーフィンダール集中度指数は 0.017 で、これは約 60 件の均等加重ポジションに相当し、実際の開示銘柄数 516 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 2.77）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 MSFT
+2.2% -$1792.3万
減少 TSLA
+0.1% -$502.7万
増加 GEV
+35.9% $409.5万
増加 XOM
+0.8% $370.2万
減少 META
+0.2% -$455.4万
増加 AMAT
+38.8% $309.9万
上位200銘柄を表示中（全516銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 7.01% | -0.18% | +1.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.23% | -0.17% | +1.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.25% | -1.05% | +2.23% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | -0.16% | +3.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.65% | -0.09% | +2.89% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.40% | -0.09% | +5.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.37% | -0.14% | +0.96% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | -0.25% | +0.19% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 1.58% | -0.29% | +0.13% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.29% | — | +14.75% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | — | +1.83% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.22% | +2.74% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.09% | +2.78% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.27% | +0.82% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.84% | +0.14% | +2.00% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | — | +11.48% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | — | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 0.73% | — | +3.73% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | -8.31% | |
| 20 | MU | Micron Technology INC | 株式-IT | 0.71% | +0.18% | +11.35% | |
| 21 | LRCX | Lam Research CORP | 株式-IT | 0.69% | — | -11.42% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.15% | +1.96% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +2.56% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | +1.33% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +4.61% | |
| 26 | GE | General Electric | 株式-資本財 | 0.63% | — | +7.27% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +2.84% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 29 | GEV | GE Vernova INC | 株式-資本財 | 0.62% | +0.29% | +35.91% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.59% | — | +7.99% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | +0.20% | +19.60% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | -0.10% | -5.33% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.56% | — | +9.63% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.14% | -3.39% | |
| 35 | KLAC | Kla CORP | 株式-IT | 0.53% | — | -3.28% | |
| 36 | RY | Royal Bank Of Canada | 株式-金融 | 0.53% | — | +1.36% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -4.60% | |
| 38 | C | Citigroup INC | 株式-金融 | 0.52% | — | -2.95% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | +6.80% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.50% | — | +16.60% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | -0.09% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.48% | — | +4.97% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +3.06% | |
| 44 | ADI | Analog Devices INC | 株式-IT | 0.47% | +0.15% | +23.73% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.47% | -0.15% | +4.57% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.47% | — | +7.50% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.46% | +0.22% | +38.85% | |
| 48 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.41% | -0.12% | -2.60% | |
| 49 | AZN | AstraZeneca PLC | 株式-ヘルスケア | 0.41% | +0.41% | NEW | |
| 50 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.41% | — | -22.77% |
Q3 2026のパフォーマンス
+3.4%
直近4四半期のパフォーマンス
+21.9%
価格取得が可能な保有銘柄（報告価値の78%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 516 | $14.9億 | 19 | |
| 2025-12-31 | 513 | $15.3億 | 15 | |
| 2025-09-30 | 516 | $14.8億 | 32 | |
| 2025-06-30 | 516 | $13.3億 | 0 | |
| 2025-03-31 | 527 | $11.9億 | 0 | |
| 2024-12-31 | 585 | $13.6億 | 0 | |
| 2024-09-30 | 547 | $12.3億 | 0 | |
| 2024-06-30 | 495 | $10.7億 | 0 | |
| 2024-03-31 | 489 | $9.7億 | 0 | |
| 2023-12-31 | 455 | $8155.1万 | 0 |
Plato Investment Management Ltdの2026-03-31時点における主要なポジション変更： 新規購入: AstraZeneca PLC (AZN); 新規購入: Seagate Technology Holdings plc (STX); 新規購入: Totalenergies Se (TTE); 新規購入: Citizens Financial Group (CFG); 増加: Microsoft CORP (MSFT) — 保有株数 +2.23%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova INC | +0.3% | +35.91% | 増加 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.82% | 増加 |
| 3 | AMAT | Applied Materials INC | +0.2% | +38.85% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.74% | 増加 |
| 5 | VZ | Verizon Communications INC | +0.2% | +19.60% | 増加 |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +87.52% | 増加 |
| 7 | MU | Micron Technology INC | +0.2% | +11.35% | 増加 |
| 8 | ADI | Analog Devices INC | +0.2% | +23.73% | 増加 |
| 9 | CAT | Caterpillar INC | +0.2% | +1.96% | 増加 |
| 10 | CVX | Chevron CORP | +0.1% | -3.39% | 減少 |
| 11 | COST | Costco Wholesale CORP | +0.1% | +2.00% | 増加 |
| 12 | BMO | Bank Of Montreal | +0.1% | +2950.11% | 増加 |
| 13 | CM | Can Imperial Bk Of Commerce | +0.1% | +42.60% | 増加 |
| 14 | SLB | Slb LTD | +0.1% | +11.02% | 増加 |
| 15 | F | Ford Motor Co | +0.1% | +193.79% | 増加 |
| 16 | TER | Teradyne INC | +0.1% | +113.24% | 増加 |
| 17 | TFC | Truist Financial CORP | +0.1% | +475.12% | 増加 |
| 18 | T | At&t INC | +0.1% | +19.48% | 増加 |
| 19 | BKR | Baker Hughes Co | +0.1% | +7.09% | 増加 |
| 20 | AER | AerCap Holdings N.V. | +0.1% | +1039.70% | 増加 |
| 21 | TPL | Texas Pacific Land CORP | +0.1% | +38.32% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.89% | 増加 |
| 23 | AVGO | Broadcom INC | -0.1% | +5.36% | 増加 |
| 24 | V | Visa Inc-class A Shares | -0.1% | +2.78% | 増加 |
| 25 | BAC | Bank Of America CORP | -0.1% | -5.33% | 減少 |
| 26 | SPGI | S&p Global INC | -0.1% | -14.08% | 減少 |
| 27 | ROP | Roper Technologies INC | -0.1% | -49.53% | 減少 |
| 28 | TEL | TE Connectivity plc | -0.1% | -30.76% | 減少 |
| 29 | PYPL | Paypal Holdings INC | -0.1% | -79.44% | 減少 |
| 30 | ADBE | Adobe INC | -0.1% | +2.58% | 増加 |
| 31 | BKNG | Booking Holdings INC | -0.1% | -2.60% | 減少 |
| 32 | INTU | Intuit INC | -0.1% | +4.51% | 増加 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +0.96% | 増加 |
| 34 | TRI4EUR | Thomson Reuters CORP | -0.1% | -88.54% | 減少 |
| 35 | CRM | Salesforce INC | -0.2% | +4.57% | 増加 |
| 36 | ORCL | Oracle CORP | -0.2% | -10.01% | 減少 |
| 37 | APP | Applovin Corp-class A | -0.2% | -21.46% | 減少 |
| 38 | AMZN | Amazon.com INC | -0.2% | +3.40% | 増加 |
| 39 | LOGI | Logitech International S.A. | -0.2% | -46.66% | 減少 |
| 40 | AAPL | Apple INC | -0.2% | +1.85% | 増加 |
| 41 | NVDA | Nvidia CORP | -0.2% | +1.82% | 増加 |
| 42 | QCOM | Qualcomm INC | -0.2% | -20.50% | 減少 |
| 43 | KGC | Kinross Gold CORP | -0.2% | -65.83% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | +0.19% | 増加 |
| 45 | TSLA | Tesla INC | -0.3% | +0.13% | 増加 |
| 46 | MSFT | Microsoft CORP | -1.1% | +2.23% | 増加 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 49 | TTE | Totalenergies Se | — | NEW | 新規購入 |
| 50 | CFG | Citizens Financial Group | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-04 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-05 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-08-05 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-05-20 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-06 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-06 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-09 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-17 | 修正 | EDGARで見る |
| 2024-03-31 | 2024-05-15 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-02-13 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
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申告総資産額
$14.9億
254 stks
2026-03-31
運用資産規模の差はわずか0.0%
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申告総資産額
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運用資産規模の差はわずか0.1%
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