Plato Investment Management Ltd
Filing Date
Global Rank
#1,406
/ 8,591
▲ 37
Top Industry
Semiconductors
15.9%
3Y Alpha vs SPY
+51.3%
Period ended 50 days ago
Filed Aug 7, 2026 · 12d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+278.0%
SPY
+53.9%
Annualised alpha
+51.1%
Max drawdown
−19.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
493 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.9%
−0.2 pts
Top 5
25.5%
−0.3 pts
Top 10
34.8%
+0.6 pts
HHI
185
Diversified+3
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.0% | $670,042,067 |
| Financial Services | 13.4% | $235,322,901 |
| Healthcare | 10.6% | $186,315,616 |
| Communication Services | 10.1% | $177,050,437 |
| Consumer Cyclical | 9.1% | $160,053,421 |
| Industrials | 8.6% | $151,218,360 |
| Consumer Defensive | 3.9% | $67,931,525 |
| Energy | 1.9% | $34,134,052 |
| Real Estate | 1.7% | $29,596,751 |
| Basic Materials | 1.6% | $28,398,453 |
| Utilities | 1.2% | $21,206,190 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VRSN | Verisign Inc/Ca | +121,506 | 121,512 | $30,567,558 | |
| CMCSA | Comcast Corp | +93,953 | 271,166 | $6,657,125 | |
| T | At&T Inc. | +72,235 | 265,822 | $5,502,515 | |
| PFE | Pfizer Inc | +66,017 | 225,254 | $5,424,116 | |
| FTI | TechnipFMC plc | +64,520 | 65,289 | $4,328,660 | |
| PINS | Pinterest, Inc. | +59,098 | 61,064 | $1,284,175 | |
| RTX | RTX Corp | +54,884 | 63,446 | $12,037,609 | |
| BAC | Bank Of America Corp /De/ | +52,858 | 230,368 | $13,126,368 | |
| OTEX | Open Text Corp | +47,439 | 53,525 | $1,185,578 | |
| CNC | Centene Corp | +44,089 | 68,804 | $4,416,528 | |
| MGA | Magna International Inc | +41,311 | 114,356 | $7,508,614 | |
| KLAC | Kla Corp | +35,122 | 40,481 | $12,213,522 | |
| BKNG | Booking Holdings Inc. | +35,056 | 36,517 | $6,508,790 | |
| VZ | Verizon Communications Inc | +27,706 | 201,623 | $8,536,717 | |
| INTC | Intel Corp | +26,610 | 117,493 | $16,405,547 | |
| SLF | Sun Life Financial Inc | +26,300 | 37,016 | $2,902,794 | |
| O | Realty Income Corp | +25,765 | 38,730 | $2,399,710 | |
| AIG | American International Group, Inc. | +21,932 | 30,353 | $2,262,209 | |
| NEM | NEWMONT Corp /DE/ | +20,667 | 25,586 | $2,389,732 | |
| BEPC | Brookfield Renewable Corp | +18,591 | 18,710 | $694,515 | |
| FOXA | Fox Corp | +17,914 | 26,143 | $1,268,305 | |
| AMZN | Amazon Com Inc | +17,800 | 245,991 | $58,629,494 | |
| NFLX | Netflix Inc | +17,674 | 119,014 | $8,497,599 | |
| C | Citigroup Inc | +17,652 | 85,879 | $12,019,624 | |
| USB | US Bancorp De | +16,996 | 53,421 | $3,226,628 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | −190,302 | 56,102 | $779,817 | |
| WPM | Wheaton Precious Metals Corp. | −40,548 | 5,642 | $633,709 | |
| PCG | PG&E Corp | −32,595 | 93,343 | $1,570,029 | |
| EXC | Exelon Corp | −31,451 | 30,425 | $1,418,413 | |
| DB | Deutsche Bank Aktiengesellschaft | −30,373 | 37,024 | $1,249,930 | |
| KDP | Keurig Dr Pepper Inc. | −27,560 | 46,101 | $1,508,885 | |
| XOM | ExxonMobil Holdings Corp | −24,617 | 49,688 | $6,793,343 | |
| CVX | Chevron Corp | −24,534 | 15,184 | $2,516,899 | |
| SLB | Slb Limited/Nv | −19,919 | 87,769 | $4,080,380 | |
| GIS | General Mills Inc | −18,871 | 1,042 | $36,261 | |
| DAN | DANA Inc | −16,066 | 1,664 | $45,277 | |
| EOG | Eog Resources Inc | −15,112 | 14,298 | $1,854,879 | |
| ED | Consolidated Edison Inc | −14,474 | 10,713 | $1,185,179 | |
| NKE | NIKE, Inc. | −12,822 | 25,250 | $1,036,512 | |
| BSX | Boston Scientific Corp | −12,384 | 30,788 | $1,314,031 | |
| FAST | Fastenal Co | −11,350 | 24,200 | $1,162,326 | |
| BSY | Bentley Systems Inc | −9,529 | 97 | $2,899 | |
| UBS | UBS Group AG | −9,154 | 99,572 | $4,934,788 | |
| AEM | Agnico Eagle Mines Ltd | −8,894 | 1,802 | $279,544 | |
| LRCX | Lam Research Corp | −8,814 | 39,281 | $17,021,635 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −8,583 | 9,185 | $311,187 | |
| QCOM | Qualcomm Inc/De | −8,331 | 24,982 | $4,616,423 | |
| AEO | American Eagle Outfitters Inc | −8,298 | 1,491 | $25,645 | |
| TROW | Price T Rowe Group Inc | −7,955 | 8,495 | $965,796 | |
| GEHC | GE HealthCare Technologies Inc. | −7,685 | 2,773 | $177,499 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEG | Public Service Enterprise Group Inc | 47,045 | $3,818,172 | |
| TSEM | Tower Semiconductor Ltd | 13,690 | $3,568,161 | |
| FLEX | Flex Ltd. | 13,316 | $2,158,124 | |
| TFII | TFI International Inc. | 12,847 | $1,844,443 | |
| HPE | Hewlett Packard Enterprise Co | 38,564 | $1,739,622 | |
| HST | Host Hotels & Resorts, Inc. | 48,553 | $1,151,191 | |
| FNV | FRANCO NEVADA Corp | 5,290 | $1,102,647 | |
| FDX | Fedex Corp | 3,007 | $941,581 | |
| PAAS | Pan American Silver Corp | 19,214 | $860,595 | |
| HDB | Hdfc Bank Ltd | 31,319 | $808,969 | |
| EFX | Equifax Inc | 5,094 | $808,519 | |
| COHR | Coherent Corp. | 1,835 | $723,852 | |
| BWLP | BW LPG Ltd | 40,838 | $711,806 | |
| KB | KB Financial Group Inc. | 6,213 | $652,116 | |
| IBN | Icici Bank Ltd | 18,371 | $533,310 | |
| SHG | Shinhan Financial Group Co Ltd | 7,028 | $444,521 | |
| INFY | Infosys Ltd | 42,329 | $444,031 | |
| RKLB | Rocket Lab Corp | 3,922 | $398,671 | |
| DGX | Quest Diagnostics Inc | 1,834 | $388,716 | |
| J | Jacobs Solutions Inc. | 3,084 | $388,584 | |
| MTZ | Mastec Inc | 659 | $274,183 | |
| CDW | CDW Corp | 1,903 | $267,637 | |
| SNAP | Snap Inc | 58,175 | $258,297 | |
| HONA | Honeywell Aerospace Inc. | 997 | $220,416 | |
| IRM | Iron Mountain Inc | 1,725 | $217,884 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COST | Costco Wholesale Corp /New | 12,533 | $12,488,257 | |
| CSCO | Cisco Systems, Inc. | 119,126 | $9,242,986 | |
| CRM | Salesforce, Inc. | 37,384 | $6,978,471 | |
| AMH | American Homes 4 Rent | 49,658 | $1,386,451 | |
| CRWD | CrowdStrike Holdings, Inc. | 3,486 | $1,360,969 | |
| CCJ | Cameco Corp | 10,881 | $1,181,785 | |
| BKE | Buckle Inc | 21,693 | $1,092,459 | |
| DVN | Devon Energy Corp/De | 19,910 | $1,001,871 | |
| GIB | Cgi Inc | 13,406 | $979,978 | |
| PNFP | Pinnacle Financial Partners, Inc. | 11,339 | $976,741 | |
| ENB | Enbridge Inc | 15,806 | $855,736 | |
| FITB | Fifth Third Bancorp | 17,174 | $797,904 | |
| RBLX | Roblox Corp | 13,661 | $772,666 | |
| DT | Dynatrace, Inc. | 20,688 | $765,042 | |
| GPN | Global Payments Inc | 10,952 | $737,069 | |
| WAT | Waters Corp /De/ | 2,248 | $669,454 | |
| SUI | Sun Communities Inc | 4,674 | $588,737 | |
| CRDO | Credo Technology Group Holding Ltd | 4,758 | $446,633 | |
| OKE | Oneok Inc /New/ | 3,931 | $355,323 | |
| IBKR | Interactive Brokers Group, Inc. | 4,070 | $272,974 | |
| RACE | Ferrari N.V. | 761 | $257,560 | |
| AFRM | Affirm Holdings, Inc. | 5,440 | $249,260 | |
| DPZ | Dominos Pizza Inc | 648 | $232,495 | |
| JXN | Jackson Financial Inc. | 2,126 | $224,760 | |
| FNF | Fidelity National Financial, Inc. | 4,203 | $194,935 | |
| No positions match the current search. | ||||
493 tracked positions ·
$1,761,269,773 total
· filing declares
503 positions · $1,752,111,527
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 493 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 605,743 | $121,203,116 | 6.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 376,892 | $109,057,469 | 6.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 266,191 | $94,632,383 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 175,526 | $65,474,708 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 245,991 | $58,629,494 | 3.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 115,497 | $43,628,991 | 2.48% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 29,519 | $34,073,486 | 1.93% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Added | 121,512 | $30,567,558 | 1.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 52,003 | $29,292,769 | 1.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 64,537 | $27,144,262 | 1.54% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 43,401 | $25,212,074 | 1.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 20,772 | $24,914,562 | 1.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 62,447 | $20,440,776 | 1.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 72,416 | $18,391,491 | 1.04% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 39,281 | $17,021,635 | 0.97% | |
| INTC |
Intel Corp
Technology
|
Added | 117,493 | $16,405,547 | 0.93% | |
| V |
Visa Inc.
Financial Services
|
Added | 45,340 | $15,555,700 | 0.88% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 61,586 | $15,497,501 | 0.88% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 13,863 | $14,762,708 | 0.84% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 19,885 | $14,376,855 | 0.82% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 27,058 | $13,896,988 | 0.79% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 230,368 | $13,126,368 | 0.75% | |
| GE |
General Electric Co
Industrials
|
Reduced | 32,722 | $12,229,193 | 0.69% | |
| KLAC |
Kla Corp
Technology
|
Added | 40,481 | $12,213,522 | 0.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 10,345 | $12,153,926 | 0.69% | |
| RTX |
RTX Corp
Industrials
|
Added | 63,446 | $12,037,609 | 0.68% | |
| C |
Citigroup Inc
Financial Services
|
Added | 85,879 | $12,019,624 | 0.68% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 140,677 | $11,432,819 | 0.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 96,939 | $10,979,311 | 0.62% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 48,226 | $10,081,163 | 0.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 68,665 | $10,069,035 | 0.57% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 47,573 | $9,846,183 | 0.56% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 23,178 | $9,633,472 | 0.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 70,534 | $9,550,303 | 0.54% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 74,299 | $9,547,421 | 0.54% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 201,623 | $8,536,717 | 0.48% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 21,489 | $8,534,786 | 0.48% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 119,014 | $8,497,599 | 0.48% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 22,412 | $8,115,833 | 0.46% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 26,712 | $7,962,045 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 22,240 | $7,843,603 | 0.45% | |
| AXP |
American Express Co
Financial Services
|
Held | 22,911 | $7,749,645 | 0.44% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 79,394 | $7,641,672 | 0.43% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 62,530 | $7,593,017 | 0.43% | |
| MGA |
Magna International Inc
Consumer Cyclical
|
Added | 114,356 | $7,508,614 | 0.43% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Held | 59,922 | $6,891,030 | 0.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 49,688 | $6,793,343 | 0.39% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 271,166 | $6,657,125 | 0.38% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 36,517 | $6,508,790 | 0.37% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 50,583 | $6,390,656 | 0.36% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.