Plato Investment Management Ltd
13F Reported Value
ⓘ$1.8B
Holdings
496
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Plato Investment Management Ltd disclosed 496 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.9% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 52 new positions and exited 73 — including a new stake in $PEG and a full exit from $COST. The portfolio is most concentrated in Technology (46.6% of disclosed assets). All figures are sourced directly from Plato Investment Management Ltd’s Form 13F-HR filing with the SEC under CIK 1984475.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$120.5M605,743 sh - 76.4#84
Quality
$108.4M376,892 sh - 79.8#31
Quality
$65.1M175,526 sh - 68.7
Quality
$58.3M245,991 sh - 78.2
Quality
$50.9M143,346 sh - 84.5
Quality
$43.4M115,497 sh - 78.2
Quality
$43.2M122,845 sh - 86.2
Quality
$33.9M29,519 sh - 79.6
Quality
$29.1M52,003 sh - 53.9
Quality
$27.0M64,537 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $120.5M | 605,743 |
 Apple Inc.$AAPL | 76.4#84 | $108.4M | 376,892 |
 MICROSOFT CORP$MSFT | 79.8#31 | $65.1M | 175,526 |
 AMAZON COM INC$AMZN | 68.7 | $58.3M | 245,991 |
 Alphabet Inc.$GOOG | 78.2 | $50.9M | 143,346 |
 Broadcom Inc.$AVGO | 84.5 | $43.4M | 115,497 |
 Alphabet Inc.$GOOGL | 78.2 | $43.2M | 122,845 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $33.9M | 29,519 |
 Meta Platforms, Inc.$META | 79.6 | $29.1M | 52,003 |
 Tesla, Inc.$TSLA | 53.9 | $27.0M | 64,537 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Plato Investment Management Ltd's 496 positions.
Showing top 10 of 496 holdings.
Sector Allocation
Technology
$817.0M
Financials
$237.6M
Healthcare
$178.7M
Industrials
$164.8M
Consumer Discretionary
$136.0M
Consumer Staples
$59.7M
Communication Services
$48.3M
Energy
$32.4M
Top Holdings — Plato Investment Management Ltd (Q2 2026)
Top 150 of 496 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $120.5M | 6.9% | +1% | 85.9 |
| 2 | $AAPL | Apple Inc. | $108.4M | 6.2% | +3% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $65.1M | 3.7% | +3% | 79.8 |
| 4 | $AMZN | AMAZON COM INC | $58.3M | 3.3% | +8% | 68.7 |
| 5 | $GOOG | Alphabet Inc. | $50.9M | 2.9% | +5% | 78.2 |
| 6 | $AVGO | Broadcom Inc. | $43.4M | 2.5% | +0% | 84.5 |
| 7 | $GOOGL | Alphabet Inc. | $43.2M | 2.5% | +0% | 78.2 |
| 8 | $MU | MICRON TECHNOLOGY INC | $33.9M | 1.9% | -5% | 86.2 |
| 9 | $META | Meta Platforms, Inc. | $29.1M | 1.7% | +2% | 79.6 |
| 10 | $TSLA | Tesla, Inc. | $27.0M | 1.5% | +2% | 53.9 |
| 11 |  $AMD | ADVANCED MICRO DEVICES INC | $25.1M | 1.4% | +1% | 79.8 |
| 12 |  $LLY | ELI LILLY & Co | $24.8M | 1.4% | -0% | 87.5 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $20.3M | 1.2% | +2% | 70.7 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $18.3M | 1.0% | +4% | 69 |
| 15 |  $LRCX | LAM RESEARCH CORP | $16.9M | 1.0% | -18% | 79.4 |
| 16 |  $INTC | INTEL CORP | $16.3M | 0.9% | +29% | 45.6 |
| 17 |  $V | VISA INC. | $15.5M | 0.9% | +5% | 82.9 |
| 18 |  $ABBV | AbbVie Inc. | $15.4M | 0.9% | +9% | 72.6 |
| 19 |  $CAT | CATERPILLAR INC | $14.7M | 0.8% | -1% | 66.5 |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $14.3M | 0.8% | +0% | 72.3 |
| 21 |  $VRSN | VERISIGN INC/CA | $14.2M | 0.8% | NEW | 71.3 |
| 22 |  $MA | Mastercard Inc | $13.8M | 0.8% | +25% | 85.1 |
| 23 |  $BAC | BANK OF AMERICA CORP /DE/ | $13.0M | 0.7% | +30% | 67.6 |
| 24 |  $EW | Edwards Lifesciences Corp | $12.6M | 0.7% | +126% | 69.4 |
| 25 |  $GE | GENERAL ELECTRIC CO | $12.2M | 0.7% | -0% | 73.8 |
| 26 |  $KLAC | KLA CORP | $12.1M | 0.7% | +655% | 78.6 |
| 27 |  $GEV | GE Vernova Inc. | $12.1M | 0.7% | -1% | 81.1 |
| 28 |  $C | CITIGROUP INC | $11.9M | 0.7% | +26% | 65 |
| 29 |  $KO | COCA COLA CO | $11.4M | 0.7% | +1% | 69.5 |
| 30 |  $WMT | Walmart Inc. | $10.9M | 0.6% | -1% | 60.2 |
| 31 |  $RTX | RTX Corp | $10.3M | 0.6% | +641% | 73.2 |
| 32 |  $MS | MORGAN STANLEY | $10.0M | 0.6% | +6% | 75.8 |
| 33 |  $PG | PROCTER & GAMBLE Co | $10.0M | 0.6% | +3% | 64.6 |
| 34 |  $RY | ROYAL BANK OF CANADA | $9.8M | 0.6% | -2% | 74.8 |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $9.6M | 0.6% | +27% | 62.7 |
| 36 |  $PEP | PEPSICO INC | $9.5M | 0.5% | +10% | 63.4 |
| 37 |  $MRK | Merck & Co., Inc. | $9.5M | 0.5% | +15% | 59.9 |
| 38 |  $APH | AMPHENOL CORP /DE/ | $8.7M | 0.5% | +11% | 79.3 |
| 39 |  $VZ | VERIZON COMMUNICATIONS INC | $8.5M | 0.5% | +16% | 65.8 |
| 40 |  $ADI | ANALOG DEVICES INC | $8.5M | 0.5% | -2% | 79.2 |
| 41 |  $NFLX | NETFLIX INC | $8.4M | 0.5% | +17% | 78.8 |
| 42 |  $AMGN | AMGEN INC | $8.1M | 0.5% | +3% | 79.2 |
| 43 |  $TXN | TEXAS INSTRUMENTS INC | $7.9M | 0.5% | +67% | 73.4 |
| 44 |  $HD | HOME DEPOT, INC. | $7.8M | 0.5% | +1% | 60.3 |
| 45 |  $AXP | AMERICAN EXPRESS CO | $7.7M | 0.4% | +0% | 69.4 |
| 46 |  $DIS | Walt Disney Co | $7.6M | 0.4% | +9% | 60.1 |
| 47 |  $TD | TORONTO DOMINION BANK | $7.6M | 0.4% | +30% | 80.5 |
| 48 |  $MGA | MAGNA INTERNATIONAL INC | $7.5M | 0.4% | +57% | — |
| 49 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $6.9M | 0.4% | +0% | 76.4 |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $6.8M | 0.4% | -33% | 57.9 |
| 51 |  $CCZ | COMCAST CORP | $6.6M | 0.4% | +53% | 59.5 |
| 52 |  $BKNG | Booking Holdings Inc. | $6.5M | 0.4% | +2399% | 58.5 |
| 53 |  $GILD | GILEAD SCIENCES, INC. | $6.4M | 0.4% | -1% | 57.4 |
| 54 |  $TJX | TJX COMPANIES INC /DE/ | $6.3M | 0.4% | +12% | 68.7 |
| 55 |  $MRVL | Marvell Technology, Inc. | $6.2M | 0.3% | -1% | 76.5 |
| 56 |  $ECL | ECOLAB INC. | $6.2M | 0.3% | +28% | 63.3 |
| 57 |  $WFC | WELLS FARGO & COMPANY/MN | $6.1M | 0.3% | +2% | 61.8 |
| 58 |  $PLTR | Palantir Technologies Inc. | $6.1M | 0.3% | -7% | 84.6 |
| 59 |  $BMY | BRISTOL MYERS SQUIBB CO | $6.1M | 0.3% | +7% | 70.4 |
| 60 |  $SCHW | SCHWAB CHARLES CORP | $6.0M | 0.3% | +15% | 79.4 |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.0M | 0.3% | -37% | 73.8 |
| 62 |  $DELL | Dell Technologies Inc. | $5.9M | 0.3% | +8% | 71.2 |
| 63 |  $AZN | ASTRAZENECA PLC | $5.9M | 0.3% | +0% | — |
| 64 |  $TMUS | T-Mobile US, Inc. | $5.9M | 0.3% | +85% | 69.1 |
| 65 |  $STX | Seagate Technology Holdings plc | $5.6M | 0.3% | -9% | — |
| 66 |  $T | AT&T INC. | $5.5M | 0.3% | +37% | 65.7 |
| 67 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.5M | 0.3% | -8% | 70 |
| 68 |  $ETN | Eaton Corp plc | $5.4M | 0.3% | -12% | — |
| 69 |  $PFE | PFIZER INC | $5.4M | 0.3% | +41% | 62 |
| 70 |  $CVS | CVS HEALTH Corp | $5.3M | 0.3% | +7% | 59.4 |
| 71 |  $ADP | AUTOMATIC DATA PROCESSING INC | $5.3M | 0.3% | +2% | 69.8 |
| 72 |  $PANW | Palo Alto Networks Inc | $5.2M | 0.3% | +22% | 65.5 |
| 73 |  $HWM | Howmet Aerospace Inc. | $5.1M | 0.3% | -1% | 73.9 |
| 74 |  $TRV | TRAVELERS COMPANIES, INC. | $5.1M | 0.3% | +112% | 75.9 |
| 75 |  $MCD | MCDONALDS CORP | $5.1M | 0.3% | +0% | 69 |
| 76 |  $WDC | WESTERN DIGITAL CORP | $5.0M | 0.3% | -23% | 80.7 |
| 77 |  $ORCL | ORACLE CORP | $5.0M | 0.3% | +2% | 66.2 |
| 78 |  $UBS | UBS Group AG | $4.9M | 0.3% | -8% | — |
| 79 |  $VRT | Vertiv Holdings Co | $4.9M | 0.3% | -7% | 81 |
| 80 |  $FIX | COMFORT SYSTEMS USA INC | $4.8M | 0.3% | +4% | 77.7 |
| 81 |  $BNY | Bank of New York Mellon Corp | $4.7M | 0.3% | -8% | 74.1 |
| 82 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.7M | 0.3% | +0% | 65.1 |
| 83 |  $BMO | BANK OF MONTREAL /CAN/ | $4.6M | 0.3% | +85% | 76 |
| 84 |  $ACN | Accenture plc | $4.6M | 0.3% | +43% | — |
| 85 |  $QCOM | QUALCOMM INC/DE | $4.6M | 0.3% | -25% | 70.5 |
| 86 |  $SHW | SHERWIN WILLIAMS CO | $4.6M | 0.3% | +17% | 61.3 |
| 87 |  $PLD | Prologis, Inc. | $4.5M | 0.3% | +2% | 68.3 |
| 88 |  $CNC | CENTENE CORP | $4.4M | 0.3% | +178% | 58.2 |
| 89 |  $TT | Trane Technologies plc | $4.3M | 0.3% | -4% | — |
| 90 |  $ISRG | INTUITIVE SURGICAL INC | $4.3M | 0.3% | +1% | 79.9 |
| 91 |  $FTI | TechnipFMC plc | $4.3M | 0.3% | +8390% | — |
| 92 |  $BKR | Baker Hughes Co | $4.3M | 0.2% | -9% | 60.7 |
| 93 |  $PGR | PROGRESSIVE CORP/OH/ | $4.2M | 0.2% | -15% | 80.1 |
| 94 |  $ADBE | ADOBE INC. | $4.2M | 0.2% | +6% | 77.6 |
| 95 |  $ANET | Arista Networks, Inc. | $4.2M | 0.2% | +0% | 81.9 |
| 96 |  $INTU | INTUIT INC. | $4.1M | 0.2% | +57% | 79.3 |
| 97 |  $ES | EVERSOURCE ENERGY | $4.1M | 0.2% | +0% | 66.1 |
| 98 |  $SLB | SLB LIMITED/NV | $4.1M | 0.2% | -18% | 57.9 |
| 99 |  $ABT | ABBOTT LABORATORIES | $4.0M | 0.2% | +0% | 65.5 |
| 100 |  $SPGI | S&P Global Inc. | $4.0M | 0.2% | +0% | 76.1 |
| 101 |  $AWK | American Water Works Company, Inc. | $3.9M | 0.2% | +0% | 58.1 |
| 102 |  $CL | COLGATE PALMOLIVE CO | $3.9M | 0.2% | +7% | 61.3 |
| 103 |  $PWR | QUANTA SERVICES, INC. | $3.9M | 0.2% | +103% | 72.1 |
| 104 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.8M | 0.2% | NEW | 60.9 |
| 105 |  $SYK | STRYKER CORP | $3.8M | 0.2% | +0% | 72.1 |
| 106 |  $CMI | CUMMINS INC | $3.7M | 0.2% | +0% | 58.1 |
| 107 |  $MDT | Medtronic plc | $3.7M | 0.2% | +1% | 68.7 |
| 108 |  $BNS | BANK OF NOVA SCOTIA | $3.6M | 0.2% | -1% | 71.1 |
| 109 |  $ITW | ILLINOIS TOOL WORKS INC | $3.6M | 0.2% | -9% | 63.6 |
| 110 |  $UBER | Uber Technologies, Inc | $3.6M | 0.2% | -0% | 73.5 |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.6M | 0.2% | -16% | — |
| 112 |  $GM | General Motors Co | $3.5M | 0.2% | -0% | 54.3 |
| 113 |  $MNST | Monster Beverage Corp | $3.5M | 0.2% | -1% | 71.3 |
| 114 |  $TSEM | TOWER SEMICONDUCTOR LTD | $3.5M | 0.2% | NEW | — |
| 115 |  $BLK | BlackRock, Inc. | $3.5M | 0.2% | -3% | 70 |
| 116 |  $PH | Parker-Hannifin Corp | $3.5M | 0.2% | +1% | 65.8 |
| 117 |  $TPR | TAPESTRY, INC. | $3.5M | 0.2% | +148% | 72.7 |
| 118 |  $RPM | RPM INTERNATIONAL INC/DE/ | $3.4M | 0.2% | +71% | 59.6 |
| 119 |  $DHR | DANAHER CORP /DE/ | $3.3M | 0.2% | +1% | 64.8 |
| 120 |  $CTVA | Corteva, Inc. | $3.2M | 0.2% | +21% | 47.2 |
| 121 |  $MSI | Motorola Solutions, Inc. | $3.2M | 0.2% | -16% | 71.8 |
| 122 |  $USB | US BANCORP \DE\ | $3.2M | 0.2% | +47% | 65.3 |
| 123 |  $WELL | WELLTOWER INC. | $3.2M | 0.2% | +57% | 59.8 |
| 124 |  $NOW | ServiceNow, Inc. | $3.1M | 0.2% | -2% | 72.9 |
| 125 |  $ABNB | Airbnb, Inc. | $3.1M | 0.2% | +21% | 71 |
| 126 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $3.1M | 0.2% | +37% | — |
| 127 |  $SHOP | SHOPIFY INC. | $3.0M | 0.2% | +42% | 64.9 |
| 128 |  $TFC | TRUIST FINANCIAL CORP | $3.0M | 0.2% | +38% | 76.4 |
| 129 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.0M | 0.2% | +2% | 75.4 |
| 130 |  $TGT | TARGET CORP | $3.0M | 0.2% | +25% | 60.7 |
| 131 |  $SPG | SIMON PROPERTY GROUP INC. | $2.9M | 0.2% | +4% | 76.7 |
| 132 |  $TER | TERADYNE, INC | $2.9M | 0.2% | -28% | 77.3 |
| 133 |  $CI | Cigna Group | $2.9M | 0.2% | +0% | 66.2 |
| 134 |  $SLF | SUN LIFE FINANCIAL INC | $2.9M | 0.2% | +245% | — |
| 135 |  $MDLZ | Mondelez International, Inc. | $2.9M | 0.2% | +0% | 56.4 |
| 136 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.9M | 0.2% | +0% | 66.2 |
| 137 |  $CLS | CELESTICA INC | $2.9M | 0.2% | +67% | 69.8 |
| 138 |  $AMP | AMERIPRISE FINANCIAL INC | $2.9M | 0.2% | +54% | 68.7 |
| 139 |  $LOW | LOWES COMPANIES INC | $2.8M | 0.2% | -9% | 60.8 |
| 140 |  $DE | DEERE & CO | $2.8M | 0.2% | -1% | 55.4 |
| 141 |  $COP | CONOCOPHILLIPS | $2.8M | 0.2% | +75% | 70.2 |
| 142 |  $EIX | EDISON INTERNATIONAL | $2.8M | 0.2% | -11% | 61.2 |
| 143 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $2.8M | 0.2% | +0% | 66 |
| 144 |  $MCK | MCKESSON CORP | $2.7M | 0.2% | -9% | 63.4 |
| 145 |  $TEL | TE Connectivity plc | $2.7M | 0.2% | -4% | — |
| 146 |  $CME | CME GROUP INC. | $2.7M | 0.2% | -25% | 69.5 |
| 147 |  $HCA | HCA Healthcare, Inc. | $2.7M | 0.1% | +17% | 68.9 |
| 148 |  $GLW | CORNING INC /NY | $2.6M | 0.1% | +218% | 73.7 |
| 149 |  $AME | AMETEK INC/ | $2.6M | 0.1% | +0% | 69.7 |
| 150 |  $FTNT | Fortinet, Inc. | $2.6M | 0.1% | +21% | 80.1 |
New Positions (52)
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC$3.8M$TSEM TOWER SEMICONDUCTOR LTD$3.5M
$FLEX FLEX LTD.$2.1M
$TFII TFI International Inc.$1.8M
$HPE Hewlett Packard Enterprise Co$1.7M
$HST HOST HOTELS & RESORTS, INC.$1.1M
$FNV FRANCO NEVADA Corp$1.1M
$FDX FEDEX CORP$936,088
$PAAS PAN AMERICAN SILVER CORP$856,004
$HDB HDFC BANK LTD$804,250
$EFX EQUIFAX INC$803,803
$COHR COHERENT CORP.$719,629
$BWLP BW LPG Ltd$708,037
$KB KB Financial Group Inc.$648,312
$IBN ICICI BANK LTD$530,199Exited Positions (73)
$COST COSTCO WHOLESALE CORP /NEW
$CSCO CISCO SYSTEMS, INC.
$CRM Salesforce, Inc.
$AMH American Homes 4 Rent
$CRWD CrowdStrike Holdings, Inc.
$CCJ CAMECO CORP
$BKE BUCKLE INC
$DVN DEVON ENERGY CORP/DE
$PNFP Pinnacle Financial Partners, Inc.
$GIB CGI INC
$ENB ENBRIDGE INC
$FITB FIFTH THIRD BANCORP
$RBLX Roblox Corp
$DT Dynatrace, Inc.
$GPN GLOBAL PAYMENTS INCBrowse Top Institutional Investors
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