Plato Investment Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Plato Investment Management Ltd reported 496 stock positions worth $1.8 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Apple (AAPL, 6.2%) and Microsoft (MSFT, 3.7%). Compared with Q1 2026, it opened 52 new positions, sold out of 73, added to 164 and reduced 162. The biggest buy was Advanced Micro Devices (AMD, shares +1%) and the biggest sale an exit from Costco Wholesale (COST).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.8B (Q2 2026)
- SEC Filing
- 0001984475-26-000004 ↗ filed Aug 7, 2026
Holdings Value
Holdings 496 stocks · $1.8B
| NVDA Nvidia Corp. | 6.88% | 605,743 | $120.5M | Add +1.3% |
| AAPL Apple Inc. | 6.19% | 376,892 | $108.4M | Add +3.2% |
| MSFT Microsoft Corp. | 3.72% | 175,526 | $65.1M | Add +2.8% |
| AMZN Amazon.com Inc. | 3.33% | 245,991 | $58.3M | Add +7.8% |
| GOOGL Alphabet Inc. Class A | 2.91% | 143,346 | $50.9M | Add +4.5% |
| AVGO Broadcom Inc. | 2.48% | 115,497 | $43.4M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 2.46% | 122,845 | $43.2M | Add +0.0% |
| MU Micron Technology Inc. | 1.93% | 29,519 | $33.9M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 1.66% | 52,003 | $29.1M | Add +2.3% |
| TSLA Tesla Inc. | 1.54% | 64,537 | $27.0M | Add +1.9% |
| AMD Advanced Micro Devices | 1.43% | 43,401 | $25.1M | Add +0.6% |
| LLY Eli Lilly & Co. | 1.41% | 20,772 | $24.8M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.16% | 62,447 | $20.3M | Add +1.7% |
| JNJ Johnson & Johnson | 1.04% | 72,416 | $18.3M | Add +3.9% |
| LRCX Lam Research Corp. | 0.97% | 39,281 | $16.9M | Reduce -18.3% |
| INTC Intel Corp. | 0.93% | 117,493 | $16.3M | Add +29.3% |
| V Visa Inc. Class A | 0.88% | 45,340 | $15.5M | Add +4.5% |
| ABBV Abbvie Inc. | 0.88% | 61,586 | $15.4M | Add +9.1% |
| CAT Caterpillar Inc. | 0.84% | 13,863 | $14.7M | Reduce -1.5% |
| AMAT Applied Materials Inc. | 0.82% | 19,885 | $14.3M | Add +0.1% |
| VRSN Verisign Inc. | 0.81% | 121,512 | $14.2M | Add +2025100.0% |
| MA Mastercard Inc. Class A | 0.79% | 27,058 | $13.8M | Add +25.0% |
| BAC Bank of America Corp. | 0.74% | 230,368 | $13.0M | Add +29.8% |
| EW Edwards Lifesciences Corp. | 0.72% | 22,627 | $12.6M | Add +125.8% |
| GE General Electric filed as GE AEROSPACE | 0.69% | 32,722 | $12.2M | Reduce -0.2% |
| KLAC KLA Corp. | 0.69% | 40,481 | $12.1M | Reduce -24.5% |
| GEV GE Vernova Inc. | 0.69% | 10,345 | $12.1M | Reduce -1.4% |
| C Citigroup Inc. | 0.68% | 85,879 | $11.9M | Add +25.9% |
| KO The Coca-Cola Co. | 0.65% | 140,677 | $11.4M | Add +0.7% |
| WMT Walmart Inc. | 0.62% | 96,939 | $10.9M | Reduce -1.1% |
| RTX RTX Corp. | 0.59% | 63,446 | $10.3M | Add +641.0% |
| MS Morgan Stanley | 0.57% | 48,226 | $10.0M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.57% | 68,665 | $10.0M | Add +2.6% |
| RY Royal Bank of Canada | 0.56% | 47,573 | $9.8M | Reduce -2.5% |
| UNH Unitedhealth Group Inc. | 0.55% | 23,178 | $9.6M | Add +26.6% |
| PEP Pepsico Inc. | 0.54% | 70,534 | $9.5M | Add +10.2% |
| MRK Merck & Co. Inc. | 0.54% | 74,299 | $9.5M | Add +15.3% |
| APH Amphenol Corp. Class A | 0.50% | 49,634 | $8.7M | Add +11.3% |
| VZ Verizon Communications Inc. | 0.48% | 201,623 | $8.5M | Add +15.9% |
| ADI Analog Devices Inc. | 0.48% | 21,489 | $8.5M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.48% | 119,014 | $8.4M | Add +17.4% |
| AMGN Amgen Inc. | 0.46% | 22,412 | $8.1M | Add +2.8% |
| TXN Texas Instruments Inc. | 0.45% | 26,712 | $7.9M | Add +66.8% |
| HD Home Depot Inc. | 0.45% | 22,240 | $7.8M | Add +1.2% |
| AXP American Express Co. | 0.44% | 22,911 | $7.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 79,394 | $7.6M | Add +8.8% |
| TD Toronto-Dominion Bank | 0.43% | 62,530 | $7.6M | Add +30.5% |
| MGA Magna International Inc. | 0.43% | 114,356 | $7.5M | Add +56.6% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.39% | 59,922 | $6.9M | No change |
| XOM Exxon Mobil Corp. | 0.39% | 49,688 | $6.8M | Reduce -33.1% |
| CMCSA Comcast Corp. Class A | 0.38% | 271,166 | $6.6M | Add +53.0% |
| BKNG Booking Holdings Inc. | 0.37% | 36,517 | $6.5M | No change |
| GILD Gilead Sciences Inc. | 0.36% | 50,583 | $6.4M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 41,576 | $6.3M | Add +11.7% |
| MRVL Marvell Technology Inc. | 0.35% | 20,989 | $6.2M | Reduce -1.1% |
| ECL Ecolab Inc. | 0.35% | 22,363 | $6.2M | Add +27.5% |
| WFC Wells Fargo & Co. | 0.35% | 74,817 | $6.1M | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 52,991 | $6.1M | Reduce -6.8% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 106,571 | $6.1M | Add +7.2% |
| SCHW Schwab (charles) Corp. | 0.34% | 65,701 | $6.0M | Add +15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 11,984 | $6.0M | Reduce -37.4% |
| DELL Dell Technologies -C | 0.34% | 13,784 | $5.9M | Add +7.6% |
| AZN Astrazeneca PLC | 0.34% | 31,725 | $5.9M | No change |
| TMUS T-Mobile US Inc. | 0.34% | 35,200 | $5.9M | Add +84.8% |
| STX Seagate Technology Holdings | 0.32% | 5,807 | $5.6M | Reduce -9.1% |
| T AT&T Inc. | 0.31% | 265,822 | $5.5M | Add +37.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 19,502 | $5.5M | Reduce -7.9% |
| ETN Eaton Corp. PLC | 0.31% | 12,773 | $5.4M | Reduce -11.8% |
| PFE Pfizer Inc. | 0.31% | 225,254 | $5.4M | Add +41.5% |
| CVS CVS Health Corp. | 0.30% | 51,917 | $5.3M | Add +6.9% |
| ADP Automatic Data Processing | 0.30% | 23,732 | $5.3M | Add +1.6% |
| PANW Palo Alto Networks Inc. | 0.30% | 15,417 | $5.2M | Add +21.7% |
| HWM Howmet Aerospace Inc. | 0.29% | 19,242 | $5.1M | Reduce -1.4% |
| TRV The Travelers Cos Inc. | 0.29% | 10,260 | $5.1M | Add +112.0% |
| MCD McDonald's Corp. | 0.29% | 18,857 | $5.1M | Add +0.1% |
| WDC Western Digital Corp. | 0.29% | 7,949 | $5.0M | Reduce -22.7% |
| ORCL Oracle Corp. | 0.28% | 34,233 | $5.0M | Add +2.2% |
| UBS UBS Group AG-Reg | 0.28% | 99,572 | $4.9M | Reduce -8.4% |
| VRT Vertiv Holdings Co. Class A | 0.28% | 14,740 | $4.9M | Reduce -7.1% |
| FIX Comfort Systems USA Inc. | 0.27% | 2,412 | $4.8M | Add +3.6% |
| BNY Bank of New York Mellon Corp. | 0.27% | 32,963 | $4.7M | Reduce -8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 9,440 | $4.7M | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.27% | 26,449 | $4.6M | Add +84.9% |
| ACN Accenture PLC Class A | 0.26% | 37,389 | $4.6M | Add +43.3% |
| QCOM Qualcomm Inc. | 0.26% | 24,982 | $4.6M | Reduce -25.0% |
| SHW The Sherwin-Williams Co. | 0.26% | 13,298 | $4.6M | Add +17.3% |
| PLD Prologis Inc. | 0.26% | 33,553 | $4.5M | Add +1.9% |
| CNC Centene Corp. | 0.25% | 68,804 | $4.4M | Add +178.4% |
| TT Trane Technologies PLC | 0.25% | 8,869 | $4.3M | Reduce -3.7% |
| ISRG Intuitive Surgical Inc. | 0.25% | 10,914 | $4.3M | Add +0.6% |
| FTI Technipfmc PLC | 0.25% | 65,289 | $4.3M | Add +8390.1% |
| BKR Baker Hughes Co. | 0.24% | 77,033 | $4.3M | Reduce -8.6% |
| PGR Progressive Corp. | 0.24% | 19,472 | $4.2M | Reduce -14.9% |
| ADBE Adobe Inc. | 0.24% | 20,635 | $4.2M | Add +6.0% |
| ANET Arista Networks Inc. | 0.24% | 24,790 | $4.2M | Add +0.1% |
| INTU Intuit Inc. | 0.24% | 15,981 | $4.1M | Add +57.5% |
| ES Eversource Energy | 0.24% | 57,544 | $4.1M | Add +0.3% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.23% | 87,769 | $4.1M | Reduce -18.5% |
| ABT Abbott Laboratories | 0.23% | 44,606 | $4.0M | Add +0.3% |
| SPGI S&P Global Inc. | 0.23% | 9,773 | $4.0M | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.84 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.62 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.47 |
| XOM Exxon Mobil Corp. | Reduce -33.1% | 0.39% | −0.46 |
| CVX Chevron Corp. | Reduce -61.8% | 0.14% | −0.41 |
| WPM Wheaton Precious Metals Corp. | Reduce -87.8% | 0.04% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -37.4% | 0.34% | −0.28 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.8% | 0.35% | −0.21 |
| WMT Walmart Inc. | Reduce -1.1% | 0.62% | −0.20 |
| EOG EOG Resources Inc. | Reduce -51.4% | 0.11% | −0.18 |
| CME Cme Group Inc. | Reduce -24.7% | 0.16% | −0.17 |
| F Ford Motor Co. | Reduce -77.2% | 0.04% | −0.15 |
| SLB SLB Ltd. | Reduce -18.5% | 0.23% | −0.14 |
| AEM Agnico Eagle Mines Ltd. | Reduce -83.2% | 0.02% | −0.13 |
| ED Consolidated Edison Inc. | Reduce -57.5% | 0.07% | −0.12 |
| EXC Exelon Corp. | Reduce -50.8% | 0.08% | −0.12 |
| GILD Gilead Sciences Inc. | Reduce -1.4% | 0.36% | −0.12 |
| BSX Boston Scientific Corp. | Reduce -28.7% | 0.07% | −0.11 |
| TPL Texas Pacific Land Corp. | Reduce -46.9% | 0.07% | −0.11 |
| BKR Baker Hughes Co. | Reduce -8.6% | 0.24% | −0.10 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.09 |
| MSI Motorola Solutions Inc. | Reduce -16.2% | 0.18% | −0.09 |
| WAB Wabtec Corp. | Reduce -38.2% | 0.11% | −0.09 |
| TTE Totalenergies SE | Reduce -30.1% | 0.08% | −0.08 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -33.7% | 0.06% | −0.08 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -41.3% | 0.06% | −0.08 |
| MCK McKesson Corp. | Reduce -8.6% | 0.16% | −0.08 |
| BKE The Buckle Inc. | Sold out | 0.00% | −0.07 |
| CDNS Cadence Design SYS Inc. | Reduce -53.8% | 0.08% | −0.07 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.07 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.07 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Reduce -14.9% | 0.24% | −0.06 |
| DB Deutsche Bank AG-Registered | Reduce -45.1% | 0.07% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -8.7% | 0.16% | −0.06 |
| PCG P G & E Corp. | Reduce -25.9% | 0.09% | −0.06 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.06 |
| HSY The Hershey Co. | Reduce -11.3% | 0.09% | −0.05 |
| CHTR Charter Communications Inc. Class A | Reduce -69.8% | 0.01% | −0.05 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.05 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -99.2% | 0.00% | −0.05 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.05 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.05 |
| ITW Illinois Tool Works | Reduce -8.7% | 0.20% | −0.05 |
| EA Electronic Arts Inc. | Reduce -60.4% | 0.03% | −0.05 |
| CEG Constellation Energy | Reduce -42.0% | 0.04% | −0.05 |
| EIX Edison International | Reduce -11.3% | 0.16% | −0.05 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +0.6% | 1.43% | +0.84 |
| VRSN Verisign Inc. | Add +2025100.0% | 0.81% | +0.81 |
| EW Edwards Lifesciences Corp. | Add +125.8% | 0.72% | +0.66 |
| INTC Intel Corp. | Add +29.3% | 0.93% | +0.66 |
| RTX RTX Corp. | Add +641.0% | 0.59% | +0.47 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.82% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +4.5% | 2.91% | +0.26 |
| TXN Texas Instruments Inc. | Add +66.8% | 0.45% | +0.24 |
| FTI Technipfmc PLC | Add +8390.1% | 0.25% | +0.24 |
| PEG Public Service Enterprise GP | New | 0.22% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +26.6% | 0.55% | +0.21 |
| TSEM Tower Semiconductor Ltd. | New | 0.20% | +0.20 |
| CNC Centene Corp. | Add +178.4% | 0.25% | +0.20 |
| DELL Dell Technologies -C | Add +7.6% | 0.34% | +0.20 |
| TRV The Travelers Cos Inc. | Add +112.0% | 0.29% | +0.20 |
| BAC Bank of America Corp. | Add +29.8% | 0.74% | +0.16 |
| C Citigroup Inc. | Add +25.9% | 0.68% | +0.16 |
| PANW Palo Alto Networks Inc. | Add +21.7% | 0.30% | +0.16 |
| MGA Magna International Inc. | Add +56.6% | 0.43% | +0.15 |
| BMO Bank of Montreal | Add +84.9% | 0.27% | +0.14 |
| AMZN Amazon.com Inc. | Add +7.8% | 3.33% | +0.13 |
| TD Toronto-Dominion Bank | Add +30.5% | 0.43% | +0.13 |
| FLEX Flex Ltd. | New | 0.12% | +0.12 |
| SLF Sun Life Financial Inc. | Add +245.4% | 0.16% | +0.12 |
| GLW Corning Inc. | Add +218.0% | 0.15% | +0.12 |
| APH Amphenol Corp. Class A | Add +11.3% | 0.50% | +0.12 |
| TPR Tapestry Inc. | Add +147.9% | 0.20% | +0.11 |
| TFII Tfi International Inc. | New | 0.10% | +0.10 |
| NEM Newmont Corp. | Add +420.1% | 0.14% | +0.10 |
| HPE Hewlett Packard Enterprise | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 2.46% | +0.10 |
| ELV Elevance Health Inc. | Add +497.6% | 0.11% | +0.09 |
| AIG American International Group | Add +260.4% | 0.13% | +0.09 |
| O Realty Income Corp. | Add +198.7% | 0.14% | +0.08 |
| PWR Quanta Services Inc. | Add +103.3% | 0.22% | +0.08 |
| SNOW Snowflake Inc. | Add +217.3% | 0.10% | +0.07 |
| RPM RPM International Inc. | Add +71.4% | 0.19% | +0.07 |
| CLS Celestica Inc. | Add +67.1% | 0.16% | +0.07 |
| AVGO Broadcom Inc. | Add +0.0% | 2.48% | +0.07 |
| CVS CVS Health Corp. | Add +6.9% | 0.30% | +0.07 |
| PINS Pinterest Inc. Class A | Add +3006.0% | 0.07% | +0.07 |
| MS Morgan Stanley | Add +6.0% | 0.57% | +0.07 |
| TMUS T-Mobile US Inc. | Add +84.8% | 0.34% | +0.07 |
| HST Host Hotels & Resorts Inc. | New | 0.07% | +0.07 |
| FNV Franco-Nevada Corp. | New | 0.06% | +0.06 |
| WELL Welltower Inc. | Add +57.1% | 0.18% | +0.06 |
| MA Mastercard Inc. Class A | Add +25.0% | 0.79% | +0.06 |
| OTEX Open Text Corp. | Add +779.5% | 0.07% | +0.06 |
| FTNT Fortinet Inc. | Add +20.5% | 0.15% | +0.06 |
| USB US Bancorp | Add +46.7% | 0.18% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 496 | $1.8B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 516 | $1.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 513 | $1.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 516 | $1.5B | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2025 | 516 | $1.3B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 527 | $1.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q4 2024 | 585 | $1.4B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 547 | $1.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q2 2024 | 495 | $1.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q1 2024Amended | 489 | $967.2M | MSFT, AAPL, NVDA, AMZN, META |