Plato Investment Management Ltd
Filing Date
Global Rank
#1,667
/ 8,811
▼ 70
Top Industry
Semiconductors
15.7%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
11 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 34.5%, 54.9 effective positions, active share 22.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
17.6% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 10.1 quarters (4 to under 12)
Closest benchmark: the S&P 500 as of 2026-06-30, active share 22.8%; sector active share 14.6% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
496 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.8%
−0.2 pts
Top 5
25.2%
−0.4 pts
Top 10
34.5%
+0.5 pts
HHI
182
Diversified+3
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.7% | $687,545,000 |
| Financial Services | 13.2% | $235,322,901 |
| Healthcare | 10.5% | $186,315,616 |
| Communication Services | 10.0% | $177,050,437 |
| Consumer Cyclical | 9.0% | $160,053,421 |
| Industrials | 8.5% | $151,218,360 |
| Consumer Defensive | 3.8% | $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 | +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 | +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 | +20,667 | 25,586 | $2,389,732 | |
| BEPC | Brookfield Renewable Corp | +18,591 | 18,710 | $694,515 | |
| FOX | Fox Corp | +17,914 | 17,916 | $839,185 | |
| 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 | −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 | −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 | |
| HEI | Heico Corp | 864 | $307,748 | |
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COST | Costco Wholesale Corp | 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 | 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 | 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 | 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. | ||||
496 tracked positions ·
$1,778,772,706 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 496 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 | 6.81% | |
| AAPL |
Apple Inc.
Technology
|
Added | 376,892 | $109,057,469 | 6.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 175,526 | $65,474,708 | 3.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 245,991 | $58,629,494 | 3.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 143,346 | $51,227,560 | 2.88% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 115,497 | $43,628,991 | 2.45% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 122,845 | $43,404,823 | 2.44% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 29,519 | $34,073,486 | 1.92% | |
| VRSN |
Verisign Inc
Technology
|
Added | 121,512 | $30,567,558 | 1.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 52,003 | $29,292,769 | 1.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 64,537 | $27,144,262 | 1.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 43,401 | $25,212,074 | 1.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 20,772 | $24,914,562 | 1.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 62,447 | $20,440,776 | 1.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 72,416 | $18,391,491 | 1.03% | |
| APH |
Amphenol Corp
Technology
|
Added | 49,634 | $17,502,933 | 0.98% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 39,281 | $17,021,635 | 0.96% | |
| INTC |
Intel Corp
Technology
|
Added | 117,493 | $16,405,547 | 0.92% | |
| V |
Visa Inc.
Financial Services
|
Added | 45,340 | $15,555,700 | 0.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 61,586 | $15,497,501 | 0.87% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 13,863 | $14,762,708 | 0.83% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 19,885 | $14,376,855 | 0.81% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 27,058 | $13,896,988 | 0.78% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 230,368 | $13,126,368 | 0.74% | |
| 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 | 0.68% | |
| 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 | 0.64% | |
| 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 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 23,178 | $9,633,472 | 0.54% | |
| 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 | 0.44% | |
| 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 | 0.42% | |
| CM |
Canadian Imperial Bank Of Commerce
Financial Services
|
Held | 59,922 | $6,891,030 | 0.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 49,688 | $6,793,343 | 0.38% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 271,166 | $6,657,125 | 0.37% |
Showing the top 50 of 496 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.