Plato Investment Management Ltd
Filing Date
Global Rank
#1,433
/ 8,603
▲ 19
· as of Mar 2026
Top Industry
Semiconductors
13.1%
3Y Alpha vs SPY
-1.7%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.1%
SPY
+53.6%
Annualised alpha
-1.8%
Max drawdown
−18.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
510 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.3%
−0.2 pts
Top 5
24.4%
−1.7 pts
Top 10
33.2%
−2.5 pts
HHI
175
Diversified−19
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.0% | $498,412,471 |
| Financial Services | 14.1% | $200,424,558 |
| Healthcare | 11.7% | $166,994,416 |
| Consumer Cyclical | 9.5% | $135,964,064 |
| Communication Services | 8.4% | $119,160,912 |
| Industrials | 7.8% | $110,909,701 |
| Consumer Defensive | 5.7% | $81,170,116 |
| Energy | 2.6% | $37,279,084 |
| Basic Materials | 1.9% | $26,646,512 |
| Real Estate | 1.8% | $26,116,766 |
| Utilities | 1.5% | $22,080,443 |
| Unclassified | 0.0% | $24,273 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | +162,534 | 246,404 | $2,843,502 | |
| TFC | Truist Financial Corp | +36,394 | 44,054 | $2,025,162 | |
| T | At&T Inc. | +31,563 | 193,587 | $5,612,087 | |
| VZ | Verizon Communications Inc | +28,502 | 173,917 | $8,730,633 | |
| HAL | Halliburton Co | +25,170 | 32,533 | $1,268,461 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | +17,900 | 59,922 | $5,677,609 | |
| TEVA | Teva Pharmaceutical Industries Ltd | +14,879 | 17,768 | $535,172 | |
| CL | Colgate Palmolive Co | +14,702 | 40,430 | $3,445,848 | |
| GDDY | GoDaddy Inc. | +13,939 | 20,061 | $1,658,442 | |
| BMO | Bank Of Montreal /Can/ | +13,836 | 14,305 | $1,936,038 | |
| DAN | DANA Inc | +13,308 | 17,730 | $596,614 | |
| AER | AerCap Holdings N.V. | +11,052 | 12,115 | $1,661,935 | |
| NVDA | Nvidia Corp | +10,718 | 598,154 | $104,318,057 | |
| SLB | Slb Limited/Nv | +10,686 | 107,688 | $5,534,086 | |
| O | Realty Income Corp | +10,261 | 12,965 | $793,198 | |
| BNS | Bank Of Nova Scotia | +9,519 | 41,863 | $2,901,524 | |
| KSS | KOHLS Corp | +9,468 | 11,538 | $148,840 | |
| PCG | PG&E Corp | +9,391 | 125,938 | $2,212,730 | |
| EXC | Exelon Corp | +9,303 | 61,876 | $3,033,161 | |
| NOG | Northern Oil & Gas, Inc. | +9,168 | 11,157 | $326,119 | |
| EFXT | Enerflex Ltd. | +9,131 | 13,795 | $288,591 | |
| FTV | Fortive Corp | +8,323 | 25,545 | $1,412,127 | |
| NDAQ | Nasdaq, Inc. | +8,245 | 8,299 | $704,502 | |
| ACN | Accenture plc | +7,988 | 26,100 | $5,175,369 | |
| ACM | Aecom | +7,877 | 15,481 | $1,313,098 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KGC | Kinross Gold Corp | −106,647 | 55,348 | $1,689,220 | |
| PFE | Pfizer Inc | −68,362 | 159,237 | $4,471,374 | |
| CMCSA | Comcast Corp | −37,816 | 177,213 | $5,087,785 | |
| PYPL | PayPal Holdings, Inc. | −26,887 | 6,957 | $314,665 | |
| INVH | Invitation Homes Inc. | −23,686 | 78,945 | $1,961,783 | |
| PINS | Pinterest, Inc. | −22,634 | 1,966 | $36,056 | |
| LOGI | Logitech International S.A. | −20,937 | 23,934 | $2,180,866 | |
| GIS | General Mills Inc | −18,194 | 19,913 | $741,161 | |
| ACI | Albertsons Companies, Inc. | −17,820 | 8,615 | $146,799 | |
| KHC | Kraft Heinz Co | −16,757 | 45,295 | $1,018,684 | |
| TRI | Thomson Reuters Corp /Can/ | −15,525 | 2,010 | $180,859 | |
| WPM | Wheaton Precious Metals Corp. | −13,620 | 46,190 | $6,051,351 | |
| CCI | Crown Castle Inc. | −12,847 | 9,189 | $747,157 | |
| KO | Coca Cola Co | −12,656 | 139,650 | $10,620,382 | |
| UBS | UBS Group AG | −12,194 | 108,726 | $4,247,924 | |
| DD | DuPont de Nemours, Inc. | −10,335 | 157 | $21,571 | |
| BAC | Bank Of America Corp /De/ | −9,995 | 177,510 | $8,653,612 | |
| EOG | Eog Resources Inc | −9,746 | 29,410 | $4,251,803 | |
| ZM | Zoom Communications, Inc. | −9,731 | 9,741 | $783,078 | |
| COP | Conocophillips | −9,073 | 15,511 | $2,047,452 | |
| NKE | NIKE, Inc. | −8,709 | 38,072 | $2,010,963 | |
| QCOM | Qualcomm Inc/De | −8,591 | 33,313 | $4,290,048 | |
| UNFI | United Natural Foods Inc | −7,770 | 1,084 | $48,845 | |
| USB | US Bancorp De | −7,308 | 36,425 | $1,894,464 | |
| OKE | Oneok Inc /New/ | −6,595 | 3,931 | $355,323 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 31,725 | $6,256,804 | |
| STX | Seagate Technology Holdings plc | 6,385 | $2,501,387 | |
| TTE | TotalEnergies SE | 24,959 | $2,270,769 | |
| CFG | Citizens Financial Group Inc/Ri | 28,670 | $1,719,339 | |
| LITE | Lumentum Holdings Inc. | 1,889 | $1,327,513 | |
| PNFP | Pinnacle Financial Partners, Inc. | 11,339 | $976,741 | |
| NVMI | Nova Ltd. | 2,147 | $932,399 | |
| ENB | Enbridge Inc | 15,806 | $855,736 | |
| FFIV | F5, Inc. | 2,466 | $713,487 | |
| SLF | Sun Life Financial Inc | 10,716 | $670,392 | |
| CW | Curtiss Wright Corp | 683 | $465,204 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 6,768 | $440,529 | |
| GLW | Corning Inc /Ny | 3,227 | $438,775 | |
| SNDK | Sandisk Corp | 678 | $430,760 | |
| DSGX | Descartes Systems Group Inc | 5,025 | $359,589 | |
| FTAI | FTAI Aviation Ltd. | 1,447 | $354,515 | |
| JKHY | Jack Henry & Associates Inc | 2,013 | $318,134 | |
| IBKR | Interactive Brokers Group, Inc. | 4,070 | $272,974 | |
| VSNT | Versant Media Group, Inc. | 6,882 | $254,771 | |
| AR | ANTERO RESOURCES Corp | 5,911 | $250,862 | |
| NEE | Nextera Energy Inc | 2,170 | $201,549 | |
| FNF | Fidelity National Financial, Inc. | 4,203 | $194,935 | |
| EAT | Brinker International, Inc | 1,281 | $182,888 | |
| TRGP | Targa Resources Corp. | 516 | $129,376 | |
| VNOM | Viper Energy, Inc. | 2,278 | $107,043 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORI | Old Republic International Corp | 24,958 | $1,139,083 | |
| HOOD | Robinhood Markets, Inc. | 9,262 | $1,047,532 | |
| FLUT | Flutter Entertainment plc | 4,822 | $1,036,922 | |
| LEN | Lennar Corp /New/ | 7,648 | $786,214 | |
| CAE | Cae Inc | 18,052 | $549,141 | |
| Q | Qnity Electronics, Inc. | 5,599 | $457,158 | |
| COIN | Coinbase Global, Inc. | 1,956 | $442,329 | |
| CPRT | Copart Inc | 11,153 | $436,639 | |
| SNAP | Snap Inc | 33,969 | $274,129 | |
| NLY | Annaly Capital Management Inc | 10,891 | $243,522 | |
| BEN | Franklin Resources Inc | 9,029 | $215,702 | |
| VISN | Vistance Networks, Inc. | 8,960 | $162,444 | |
| TTD | Trade Desk, Inc. | 4,004 | $151,991 | |
| PAYC | Paycom Software, Inc. | 879 | $140,077 | |
| UNP | Union Pacific Corp | 586 | $135,553 | |
| TSCO | Tractor Supply Co /De/ | 2,622 | $131,126 | |
| MICC | Magnum Ice Cream Co N.V. | 8,012 | $126,990 | |
| CVNA | Carvana Co. | 1,048 | $88,455 | |
| GOOS | Canada Goose Holdings Inc. | 6,455 | $83,592 | |
| ARE | Alexandria Real Estate Equities, Inc. | 1,295 | $63,377 | |
| PEGA | Pegasystems Inc | 867 | $51,777 | |
| VC | Visteon Corp | 401 | $38,135 | |
| LEA | Lear Corp | 304 | $34,838 | |
| PAY | Paymentus Holdings, Inc. | 1,090 | $34,433 | |
| XRX | Xerox Holdings Corp | 8,350 | $19,789 | |
| No positions match the current search. | ||||
510 positions ·
$1,425,183,316 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 510 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 598,154 | $104,318,057 | 7.32% | |
| AAPL |
Apple Inc.
Technology
|
Added | 365,355 | $92,723,445 | 6.51% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 170,727 | $63,198,013 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 228,191 | $47,525,339 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 137,106 | $39,426,201 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 115,492 | $35,745,928 | 2.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 50,817 | $29,073,930 | 2.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 63,353 | $23,551,477 | 1.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 20,799 | $19,130,296 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 61,411 | $18,064,659 | 1.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 69,673 | $17,030,868 | 1.19% | |
| V |
Visa Inc.
Financial Services
|
Added | 43,383 | $13,112,077 | 0.92% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 12,533 | $12,488,257 | 0.88% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 56,432 | $12,273,395 | 0.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 97,998 | $12,179,191 | 0.85% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 21,641 | $10,813,142 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 139,650 | $10,620,382 | 0.75% | |
| MU |
Micron Technology Inc
Technology
|
Added | 31,198 | $10,539,932 | 0.74% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 48,095 | $10,275,977 | 0.72% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 14,070 | $9,968,032 | 0.70% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 63,981 | $9,935,609 | 0.70% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 101,340 | $9,743,841 | 0.68% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 66,927 | $9,666,935 | 0.68% | |
| GE |
General Electric Co
Industrials
|
Added | 32,783 | $9,302,831 | 0.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 119,126 | $9,242,986 | 0.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 19,147 | $9,175,242 | 0.64% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 10,494 | $9,160,212 | 0.64% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 43,165 | $8,781,055 | 0.62% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 173,917 | $8,730,633 | 0.61% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 177,510 | $8,653,612 | 0.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 56,825 | $8,312,361 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 39,718 | $8,217,654 | 0.58% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 48,783 | $7,892,113 | 0.55% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 64,422 | $7,749,322 | 0.54% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 68,227 | $7,737,624 | 0.54% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 21,813 | $7,674,904 | 0.54% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 45,493 | $7,486,783 | 0.53% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 21,974 | $7,227,028 | 0.51% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 51,281 | $7,147,032 | 0.50% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 72,951 | $7,031,017 | 0.49% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 22,027 | $7,007,669 | 0.49% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 37,384 | $6,978,471 | 0.49% | |
| AXP |
American Express Co
Financial Services
|
Added | 22,911 | $6,930,119 | 0.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 19,868 | $6,790,683 | 0.48% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 31,725 | $6,256,804 | 0.44% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 46,190 | $6,051,351 | 0.42% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 99,440 | $6,031,036 | 0.42% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 37,217 | $5,943,554 | 0.42% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 73,531 | $5,853,802 | 0.41% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 18,828 | $5,851,554 | 0.41% |