Plato Investment Management Ltd
Sector Allocation
- Technology45.8%$802.0M
- Financials13.6%$237.7M
- Healthcare10.8%$189.6M
- Consumer Discretionary8.5%$149.1M
- Industrials7.8%$135.9M
- Consumer Staples4.3%$75.2M
- Communication Services2.8%$48.3M
- Energy1.9%$32.4M
- Materials1.8%$31.9M
- Real Estate1.7%$29.4M
AUM History
13fpro.ai/research/fund/plato-investment-management-ltd-1984475
Conviction and streaks
Stable · top 10 = 33.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$120.5MAAPL
$108.4MMSFT
$65.1MAMZN
$58.3MGOOGL
$50.9MAVGO
$43.4MGOOG
$43.2MMU
$33.9MMETA
$29.1MTSLA
$27.0MAMD
$25.1MLLY
$24.8MJPM
$20.3MJNJ
$18.3MLRCX
$16.9MINTC
$16.3MV
$15.5MABBV
$15.4MCAT
$14.7MAMAT
$14.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/plato-investment-management-ltd-1984475
Plato Investment Management Ltd 13F holdings — Q2 2026
$1.8B portfolio (+17.7% QoQ) · 496 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$120.5M
6.9% of stocks
+1%This quarter-3.5%Since filed9+ qtrsHeld$108.4M
6.2% of stocks
+3%This quarter+9.8%Since filed9+ qtrsHeld$65.1M
3.7% of stocks
+3%This quarter+6.5%Since filed9+ qtrsHeld$58.3M
3.3% of stocks
+8%This quarter-9.3%Since filed7 qtrsHeld$50.9M
2.9% of stocks
+5%This quarter-11.1%Since filed7 qtrsHeld$43.4M
2.5% of stocks
+0.0%This quarter-23.1%Since filed9+ qtrsHeld$43.2M
2.5% of stocks
+0.0%This quarter-11.1%Since filed7 qtrsHeld$33.9M
1.9% of stocks
-5%This quarter+3.0%Since filed9+ qtrsHeld$29.1M
1.7% of stocks
+2%This quarter+6.5%Since filed9+ qtrsHeld$27.0M
1.5% of stocks
+2%This quarter+19.2%Since filed9+ qtrsHeld
All holdings — Plato Investment Management Ltd (Q2 2026)
496 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $25.1M | 1.4% | 43K | +0.5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $24.8M | 1.4% | 21K | -0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $20.3M | 1.2% | 62K | +2% | 9+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $18.3M | 1.0% | 72K | +4% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LAM RESEARCH CORP | Technology | $16.9M | 1.0% | 39K | -18% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | INTEL CORP | Technology | $16.3M | 0.9% | 117K | +29% | 9+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $15.5M | 0.9% | 45K | +5% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AbbVie Inc. | Healthcare | $15.4M | 0.9% | 62K | +9% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CATERPILLAR INC | Industrials | $14.7M | 0.8% | 14K | -1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED MATERIALS INC /DE | Technology | $14.3M | 0.8% | 20K | +0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VERISIGN INC/CA | Technology | $14.2M | 0.8% | 122K | New | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Mastercard Inc | Financials | $13.8M | 0.8% | 27K | +25% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BANK OF AMERICA CORP /DE/ | Financials | $13.0M | 0.7% | 230K | +30% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Edwards Lifesciences Corp | Healthcare | $12.6M | 0.7% | 23K | +126% | 9+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL ELECTRIC CO | Industrials | $12.2M | 0.7% | 33K | -0.2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $KLAC | KLA CORP | Technology | $12.1M | 0.7% | 40K | +655% | |||
| 27 | $GEV | GE Vernova Inc. | Industrials | $12.1M | 0.7% | 10K | -1% | |||
| 28 | $C | CITIGROUP INC | Financials | $11.9M | 0.7% | 86K | +26% | |||
| 29 | $KO | COCA COLA CO | Consumer Staples | $11.4M | 0.7% | 141K | +0.7% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $10.9M | 0.6% | 97K | -1% | |||
| 31 | $RTX | RTX Corp | Industrials | $10.3M | 0.6% | 63K | +641% | |||
| 32 | $MS | MORGAN STANLEY | Financials | $10.0M | 0.6% | 48K | +6% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $10.0M | 0.6% | 69K | +3% | |||
| 34 | $RY | ROYAL BANK OF CANADA | Financials | $9.8M | 0.6% | 48K | -2% | |||
| 35 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $9.6M | 0.6% | 23K | +27% | |||
| 36 | $PEP | PEPSICO INC | Consumer Staples | $9.5M | 0.5% | 71K | +10% | |||
| 37 | $MRK | Merck & Co., Inc. | Healthcare | $9.5M | 0.5% | 74K | +15% | |||
| 38 | $APH | AMPHENOL CORP /DE/ | Technology | $8.7M | 0.5% | 50K | +11% | |||
| 39 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $8.5M | 0.5% | 202K | +16% | |||
| 40 | $ADI | ANALOG DEVICES INC | Technology | $8.5M | 0.5% | 21K | -2% | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $8.4M | 0.5% | 119K | +17% | |||
| 42 | $AMGN | AMGEN INC | Healthcare | $8.1M | 0.5% | 22K | +3% | |||
| 43 | $TXN | TEXAS INSTRUMENTS INC | Technology | $7.9M | 0.5% | 27K | +67% | |||
| 44 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.8M | 0.5% | 22K | +1% | |||
| 45 | $AXP | AMERICAN EXPRESS CO | Financials | $7.7M | 0.4% | 23K | — | |||
| 46 | $DIS | Walt Disney Co | Communication Services | $7.6M | 0.4% | 79K | +9% | |||
| 47 | $TD | TORONTO DOMINION BANK | Financials | $7.6M | 0.4% | 63K | +30% | |||
| 48 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $7.5M | 0.4% | 114K | +57% | |||
| 49 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $6.9M | 0.4% | 60K | — | |||
| 50 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.8M | 0.4% | 50K | -33% | |||
| 51 | $CCZ | COMCAST CORP | Communication Services | $6.6M | 0.4% | 271K | +53% | |||
| 52 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $6.5M | 0.4% | 37K | +2399% | |||
| 53 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $6.4M | 0.4% | 51K | -1% | |||
| 54 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.3M | 0.4% | 42K | +12% | |||
| 55 | $MRVL | Marvell Technology, Inc. | Technology | $6.2M | 0.3% | 21K | -1% | |||
| 56 | $ECL | ECOLAB INC. | Materials | $6.2M | 0.3% | 22K | +28% | |||
| 57 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.1M | 0.3% | 75K | +2% | |||
| 58 | $PLTR | Palantir Technologies Inc. | Technology | $6.1M | 0.3% | 53K | -7% | |||
| 59 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $6.1M | 0.3% | 107K | +7% | |||
| 60 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.0M | 0.3% | 66K | +15% | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.0M | 0.3% | 12K | -37% | |||
| 62 | $DELL | Dell Technologies Inc. | Technology | $5.9M | 0.3% | 14K | +8% | |||
| 63 | $AZN | ASTRAZENECA PLC | Healthcare | $5.9M | 0.3% | 32K | — | |||
| 64 | $TMUS | T-Mobile US, Inc. | Communication Services | $5.9M | 0.3% | 35K | +85% | |||
| 65 | $STX | Seagate Technology Holdings plc | Technology | $5.6M | 0.3% | 5,807 | -9% | |||
| 66 | $T | AT&T INC. | Communication Services | $5.5M | 0.3% | 266K | +37% | |||
| 67 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.5M | 0.3% | 20K | -8% | |||
| 68 | $ETN | Eaton Corp plc | Industrials | $5.4M | 0.3% | 13K | -12% | |||
| 69 | $PFE | PFIZER INC | Healthcare | $5.4M | 0.3% | 225K | +41% | |||
| 70 | $CVS | CVS HEALTH Corp | Healthcare | $5.3M | 0.3% | 52K | +7% | |||
| 71 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $5.3M | 0.3% | 24K | +2% | |||
| 72 | $PANW | Palo Alto Networks Inc | Technology | $5.2M | 0.3% | 15K | +22% | |||
| 73 | $HWM | Howmet Aerospace Inc. | Materials | $5.1M | 0.3% | 19K | -1% | |||
| 74 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $5.1M | 0.3% | 10K | +112% | |||
| 75 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.1M | 0.3% | 19K | +0.2% | |||
| 76 | $WDC | WESTERN DIGITAL CORP | Technology | $5.0M | 0.3% | 7,949 | -23% | |||
| 77 | $ORCL | ORACLE CORP | Technology | $5.0M | 0.3% | 34K | +2% | |||
| 78 | $UBS | UBS Group AG | Financials | $4.9M | 0.3% | 100K | -8% | |||
| 79 | $VRT | Vertiv Holdings Co | Technology | $4.9M | 0.3% | 15K | -7% | |||
| 80 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $4.8M | 0.3% | 2,412 | +4% | |||
| 81 | $BNY | Bank of New York Mellon Corp | Financials | $4.7M | 0.3% | 33K | -8% | |||
| 82 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.7M | 0.3% | 9,440 | — | |||
| 83 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $4.6M | 0.3% | 26K | +85% | |||
| 84 | $ACN | Accenture plc | Technology | $4.6M | 0.3% | 37K | +43% | |||
| 85 | $QCOM | QUALCOMM INC/DE | Technology | $4.6M | 0.3% | 25K | -25% | |||
| 86 | $SHW | SHERWIN WILLIAMS CO | Materials | $4.6M | 0.3% | 13K | +17% | |||
| 87 | $PLD | Prologis, Inc. | Real Estate | $4.5M | 0.3% | 34K | +2% | |||
| 88 | $CNC | CENTENE CORP | Healthcare | $4.4M | 0.3% | 69K | +178% | |||
| 89 | $TT | Trane Technologies plc | Technology | $4.3M | 0.3% | 8,869 | -4% | |||
| 90 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.3M | 0.3% | 11K | +0.6% | |||
| 91 | $FTI | TechnipFMC plc | Energy | $4.3M | 0.3% | 65K | +8390% | |||
| 92 | $BKR | Baker Hughes Co | Energy | $4.3M | 0.2% | 77K | -9% | |||
| 93 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $4.2M | 0.2% | 19K | -15% | |||
| 94 | $ADBE | ADOBE INC. | Technology | $4.2M | 0.2% | 21K | +6% | |||
| 95 | $ANET | Arista Networks, Inc. | Technology | $4.2M | 0.2% | 25K | +0.1% | |||
| 96 | $INTU | INTUIT INC. | Technology | $4.1M | 0.2% | 16K | +57% | |||
| 97 | $ES | EVERSOURCE ENERGY | Utilities | $4.1M | 0.2% | 58K | +0.3% | |||
| 98 | $SLB | SLB LIMITED/NV | Energy | $4.1M | 0.2% | 88K | -18% | |||
| 99 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.0M | 0.2% | 45K | +0.4% | |||
| 100 | $SPGI | S&P Global Inc. | Financials | $4.0M | 0.2% | 9,773 | +0.1% | |||
| 101 | $AWK | American Water Works Company, Inc. | Utilities | $3.9M | 0.2% | 30K | — | |||
| 102 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.9M | 0.2% | 43K | +7% | |||
| 103 | $PWR | QUANTA SERVICES, INC. | Industrials | $3.9M | 0.2% | 7,982 | +103% | |||
| 104 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $3.8M | 0.2% | 47K | New | |||
| 105 | $SYK | STRYKER CORP | Healthcare | $3.8M | 0.2% | 12K | — | |||
| 106 | $CMI | CUMMINS INC | Industrials | $3.7M | 0.2% | 5,203 | +0.3% | |||
| 107 | $MDT | Medtronic plc | Healthcare | $3.7M | 0.2% | 47K | +1% | |||
| 108 | $BNS | BANK OF NOVA SCOTIA | Financials | $3.6M | 0.2% | 42K | -0.6% | |||
| 109 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.6M | 0.2% | 13K | -9% | |||
| 110 | $UBER | Uber Technologies, Inc | Technology | $3.6M | 0.2% | 50K | -0.0% | |||
| 111 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.6M | 0.2% | 7,511 | -16% | |||
| 112 | $GM | General Motors Co | Consumer Discretionary | $3.5M | 0.2% | 46K | -0.1% | |||
| 113 | $MNST | Monster Beverage Corp | Consumer Staples | $3.5M | 0.2% | 37K | -0.7% | |||
| 114 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $3.5M | 0.2% | 14K | New | |||
| 115 | $BLK | BlackRock, Inc. | Financials | $3.5M | 0.2% | 3,645 | -3% | |||
| 116 | $PH | Parker-Hannifin Corp | Industrials | $3.5M | 0.2% | 3,575 | +0.6% | |||
| 117 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $3.5M | 0.2% | 24K | +148% | |||
| 118 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $3.4M | 0.2% | 31K | +71% | |||
| 119 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.3M | 0.2% | 17K | +0.5% | |||
| 120 | $CTVA | Corteva, Inc. | Consumer Staples | $3.2M | 0.2% | 39K | +21% | |||
| 121 | $MSI | Motorola Solutions, Inc. | Technology | $3.2M | 0.2% | 7,792 | -16% | |||
| 122 | $USB | US BANCORP \DE\ | Financials | $3.2M | 0.2% | 53K | +47% | |||
| 123 | $WELL | WELLTOWER INC. | Real Estate | $3.2M | 0.2% | 14K | +57% | |||
| 124 | $NOW | ServiceNow, Inc. | Technology | $3.1M | 0.2% | 31K | -2% | |||
| 125 | $ABNB | Airbnb, Inc. | Technology | $3.1M | 0.2% | 22K | +21% | |||
| 126 | $LOGI | LOGITECH INTERNATIONAL S.A. | Technology | $3.1M | 0.2% | 33K | +37% | |||
| 127 | $SHOP | SHOPIFY INC. | Technology | $3.0M | 0.2% | 27K | +42% | |||
| 128 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.0M | 0.2% | 61K | +38% | |||
| 129 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.0M | 0.2% | 6,083 | +2% | |||
| 130 | $TGT | TARGET CORP | Consumer Staples | $3.0M | 0.2% | 23K | +25% | |||
| 131 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $2.9M | 0.2% | 13K | +4% | |||
| 132 | $TER | TERADYNE, INC | Technology | $2.9M | 0.2% | 6,038 | -28% | |||
| 133 | $CI | Cigna Group | Healthcare | $2.9M | 0.2% | 11K | +0.1% | |||
| 134 | $SLF | SUN LIFE FINANCIAL INC | Financials | $2.9M | 0.2% | 37K | +245% | |||
| 135 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.9M | 0.2% | 50K | — | |||
| 136 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.9M | 0.2% | 17K | — | |||
| 137 | $CLS | CELESTICA INC | Technology | $2.9M | 0.2% | 7,871 | +67% | |||
| 138 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $2.9M | 0.2% | 6,249 | +54% | |||
| 139 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.8M | 0.2% | 13K | -9% | |||
| 140 | $DE | DEERE & CO | Industrials | $2.8M | 0.2% | 4,493 | -0.8% | |||
| 141 | $COP | CONOCOPHILLIPS | Energy | $2.8M | 0.2% | 27K | +75% | |||
| 142 | $EIX | EDISON INTERNATIONAL | Utilities | $2.8M | 0.2% | 38K | -11% | |||
| 143 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $2.8M | 0.2% | 17K | — | |||
| 144 | $MCK | MCKESSON CORP | Consumer Staples | $2.7M | 0.2% | 3,658 | -9% | |||
| 145 | $TEL | TE Connectivity plc | Technology | $2.7M | 0.2% | 14K | -4% | |||
| 146 | $CME | CME GROUP INC. | Financials | $2.7M | 0.2% | 12K | -25% | |||
| 147 | $HCA | HCA Healthcare, Inc. | Healthcare | $2.7M | 0.1% | 6,919 | +17% | |||
| 148 | $GLW | CORNING INC /NY | Materials | $2.6M | 0.1% | 10K | +218% | |||
| 149 | $AME | AMETEK INC/ | Industrials | $2.6M | 0.1% | 11K | — | |||
| 150 | $FTNT | Fortinet, Inc. | Technology | $2.6M | 0.1% | 20K | +21% |
What changed in Q2 2026
Against the previous quarter's 13F: 52 new, 164 added to, 162 trimmed, 73 sold out. Share-count changes; largest moves by dollar size first.
New positions (52)
$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$3.8M
first bought this quarter
$TSEMTOWER SEMICONDUCTOR LTD$3.5M
first bought this quarter
$FLEXFLEX LTD.$2.1M
first bought this quarter
$TFIITFI International Inc.$1.8M
first bought this quarter
$HPEHewlett Packard Enterprise Co$1.7M
first bought this quarter
$HSTHOST HOTELS & RESORTS, INC.$1.1M
first bought this quarter
+46 more in the Excel export
Added to (164)
$KLACKLA CORP+655%
now $12.1M · held 9+ qtrs
$RTXRTX Corp+641%
now $10.3M · held 9+ qtrs, 3 adds in a row
$EWEdwards Lifesciences Corp+126%
now $12.6M · held 9+ qtrs, 3 adds in a row
$BKNGBooking Holdings Inc.+2399%
now $6.5M · held 9+ qtrs
$FTITechnipFMC plc+8390%
now $4.3M · held 7 qtrs, 2 adds in a row
now $58.3M · held 7 qtrs, 2 adds in a row
+158 more in the Excel export
Trimmed (162)
$WPMWheaton Precious Metals Corp.-88%
now $631K
$CVXCHEVRON CORP-62%
now $2.5M
now $16.9M · held 9+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-37%
now $6.0M · held 7 qtrs
$XOM.R34088EXXON MOBIL CORP-33%
now $6.8M · held 9+ qtrs
$FFORD MOTOR CO-77%
now $775K
+156 more in the Excel export
Holdings by quarter
Every 13F Plato Investment Management Ltd has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Plato Investment Management Ltd?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Plato Investment Management Ltd's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 18% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (45.8% of disclosed assets). All figures are sourced directly from Plato Investment Management Ltd’s Form 13F-HR filing with the SEC under CIK 1984475.
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AI-Powered Hedge Fund Analysis: Plato Investment Management Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Plato Investment Management Ltd (SEC CIK: 1984475), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Plato Investment Management Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.