Plato Investment Management Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 17, 2024), Plato Investment Management Ltd reported 489 stock positions worth $967.2 million. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Apple (AAPL, 5.9%) and Nvidia (NVDA, 5.1%). Compared with Q4 2023, it opened 69 new positions, sold out of 35, added to 304 and reduced 34. The biggest buy was Nvidia (NVDA, shares +823%) and the biggest sale Microchip Technology (MCHP, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $967.2M (Q1 2024)
- SEC Filing
- 0001984475-24-000006 ↗ filed May 17, 2024
Holdings Value
Holdings 489 stocks · $967.2M
| MSFT Microsoft Corp. | 6.56% | 150,863 | $63.5M | Add +987.5% |
| AAPL Apple Inc. | 5.93% | 334,238 | $57.3M | Add +958.2% |
| NVDA Nvidia Corp. | 5.11% | 54,726 | $49.4M | Add +822.6% |
| AMZN Amazon.com Inc. | 3.69% | 197,666 | $35.7M | Add +987.3% |
| META Meta Platforms Inc. Class A | 2.44% | 48,576 | $23.6M | Add +1235.6% |
| GOOGL Alphabet Inc. Class A | 1.96% | 125,569 | $19.0M | Add +1241.0% |
| GOOG Alphabet Inc. Class C | 1.78% | 113,380 | $17.3M | Add +658.0% |
| AVGO Broadcom Inc. | 1.48% | 10,774 | $14.3M | Add +660.3% |
| V Visa Inc. Class A | 1.19% | 41,269 | $11.5M | Add +762.3% |
| LLY Eli Lilly & Co. | 1.17% | 14,540 | $11.3M | Add +1352.5% |
| JPM JPMorgan Chase & Co. | 1.11% | 53,383 | $10.7M | Add +1211.6% |
| ABBV Abbvie Inc. | 1.04% | 55,439 | $10.1M | Add +595.3% |
| TSLA Tesla Inc. | 1.02% | 56,177 | $9.9M | Add +1189.9% |
| UNH Unitedhealth Group Inc. | 1.01% | 19,676 | $9.7M | Add +754.4% |
| PG The Procter & Gamble Co. | 0.99% | 59,153 | $9.6M | Add +1534.1% |
| COST Costco Wholesale Corp. | 0.95% | 12,581 | $9.2M | Add +1364.6% |
| KO The Coca-Cola Co. | 0.93% | 146,567 | $9.0M | Add +1261.0% |
| MA Mastercard Inc. Class A | 0.90% | 18,069 | $8.7M | Add +1335.2% |
| PEP Pepsico Inc. | 0.87% | 48,032 | $8.4M | Add +725.1% |
| JNJ Johnson & Johnson | 0.86% | 52,708 | $8.3M | Add +973.0% |
| CRM Salesforce Inc. | 0.84% | 27,135 | $8.2M | Add +677.5% |
| AMAT Applied Materials Inc. | 0.83% | 39,022 | $8.0M | Add +1190.0% |
| HD Home Depot Inc. | 0.82% | 20,582 | $7.9M | Add +1482.0% |
| XOM Exxon Mobil Corp. | 0.69% | 57,174 | $6.6M | Add +2312.4% |
| CVX Chevron Corp. | 0.68% | 41,414 | $6.5M | Add +3207.8% |
| MRK Merck & Co. Inc. | 0.65% | 47,356 | $6.2M | Add +615.1% |
| ES Eversource Energy | 0.59% | 94,932 | $5.7M | Add +1465.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 13,405 | $5.6M | Add +1601.1% |
| WMT Walmart Inc. | 0.57% | 92,039 | $5.5M | Add +477.4% |
| QCOM Qualcomm Inc. | 0.57% | 32,522 | $5.5M | Add +1319.5% |
| NFLX Netflix Inc. | 0.57% | 9,052 | $5.5M | Add +783.1% |
| ADBE Adobe Inc. | 0.56% | 10,668 | $5.4M | Add +615.5% |
| ADP Automatic Data Processing | 0.56% | 21,496 | $5.4M | Add +636.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 42,545 | $5.2M | Add +1198.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 135,308 | $5.1M | Add +1522.6% |
| INTU Intuit Inc. | 0.52% | 7,749 | $5.0M | Add +977.8% |
| CMCSA Comcast Corp. Class A | 0.52% | 114,920 | $5.0M | Add +966.3% |
| AXP American Express Co. | 0.51% | 21,806 | $5.0M | Add +1267.2% |
| BKNG Booking Holdings Inc. | 0.51% | 1,368 | $5.0M | Add +647.5% |
| CAT Caterpillar Inc. | 0.51% | 13,465 | $4.9M | Add +380.0% |
| AMGN Amgen Inc. | 0.50% | 17,088 | $4.9M | Add +426.9% |
| MCD McDonald's Corp. | 0.50% | 17,094 | $4.8M | Add +1406.1% |
| AMD Advanced Micro Devices | 0.50% | 26,618 | $4.8M | New |
| LRCX Lam Research Corp. | 0.49% | 4,925 | $4.8M | Add +611.7% |
| ABT Abbott Laboratories | 0.49% | 41,523 | $4.7M | Add +1360.5% |
| CI The Cigna Group | 0.49% | 12,985 | $4.7M | Add +1571.2% |
| VZ Verizon Communications Inc. | 0.47% | 108,572 | $4.6M | Add +614.4% |
| BKR Baker Hughes Co. | 0.47% | 134,979 | $4.5M | Add +3824.9% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 82,913 | $4.5M | Add +1930.7% |
| KLAC KLA Corp. | 0.46% | 6,420 | $4.5M | Add +358.6% |
| BLK BlackRock Finance Inc. | 0.46% | 5,313 | $4.4M | Add +2988.9% |
| ECL Ecolab Inc. | 0.45% | 18,978 | $4.4M | Add +2642.5% |
| GE General Electric | 0.45% | 24,941 | $4.4M | Add +1909.8% |
| PGR Progressive Corp. | 0.45% | 21,027 | $4.3M | Add +996.3% |
| SHW The Sherwin-Williams Co. | 0.45% | 12,478 | $4.3M | Add +760.5% |
| PXD Pioneer Natural Resources Co. | 0.45% | 16,415 | $4.3M | Add +2368.4% |
| AWK American Water Works Co. Inc. | 0.44% | 35,037 | $4.3M | Add +14873.1% |
| SYK Stryker Corp. | 0.43% | 11,758 | $4.2M | Add +965.0% |
| ORCL Oracle Corp. | 0.42% | 32,460 | $4.1M | Add +869.0% |
| C Citigroup Inc. | 0.41% | 62,223 | $3.9M | Add +2291.3% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 6,728 | $3.9M | Add +995.8% |
| WFC Wells Fargo & Co. | 0.39% | 65,490 | $3.8M | Add +1634.4% |
| PLD Prologis Inc. | 0.39% | 29,121 | $3.8M | Add +946.0% |
| INTC Intel Corp. | 0.39% | 84,301 | $3.7M | Add +1256.2% |
| ETN Eaton Corp. PLC | 0.38% | 11,859 | $3.7M | Add +1260.0% |
| RTX RTX Corp. | 0.38% | 37,970 | $3.7M | Add +869.1% |
| TGT Target Corp. | 0.38% | 20,868 | $3.7M | Add +1517.7% |
| PFE Pfizer Inc. | 0.38% | 133,027 | $3.7M | Add +1716.3% |
| HON Honeywell International Inc. | 0.37% | 17,658 | $3.6M | Add +1606.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 34,458 | $3.5M | Add +1022.8% |
| GILD Gilead Sciences Inc. | 0.35% | 46,831 | $3.4M | Add +473.3% |
| RS Reliance Inc. | 0.35% | 10,122 | $3.4M | Add +9101.8% |
| PPG PPG Industries Inc. | 0.35% | 23,205 | $3.4M | Add +2994.0% |
| MRSH Marsh & McLennan Cos | 0.34% | 16,166 | $3.3M | Add +827.5% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 47,155 | $3.3M | Add +1511.6% |
| CSCO Cisco Systems Inc. | 0.34% | 65,725 | $3.3M | Add +905.0% |
| FISV Fiserv Inc. | 0.34% | 20,507 | $3.3M | Add +1023.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.34% | 56,466 | $3.3M | Add +4117.0% |
| CME Cme Group Inc. | 0.32% | 14,589 | $3.1M | Add +617.3% |
| DHR Danaher Corp. | 0.31% | 12,188 | $3.0M | Add +1549.3% |
| ELV Elevance Health Inc. | 0.31% | 5,846 | $3.0M | Add +437.3% |
| ISRG Intuitive Surgical Inc. | 0.31% | 7,563 | $3.0M | Add +794.0% |
| FAST Fastenal Co. | 0.31% | 39,116 | $3.0M | Add +5265.7% |
| NKE Nike Inc. Class B | 0.31% | 31,795 | $3.0M | Add +2355.2% |
| KVUE Kenvue Inc. | 0.31% | 137,933 | $3.0M | Add +14358.4% |
| MSI Motorola Solutions Inc. | 0.30% | 8,170 | $2.9M | Add +10374.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.30% | 52,726 | $2.9M | Add +2253.8% |
| UBER Uber Technologies Inc. | 0.30% | 37,270 | $2.9M | Add +1157.8% |
| ITW Illinois Tool Works | 0.30% | 10,649 | $2.9M | Add +1201.8% |
| EIX Edison International | 0.29% | 40,238 | $2.8M | Add +2073.8% |
| AON Aon PLC Class A | 0.29% | 8,464 | $2.8M | Add +1310.7% |
| SNPS Synopsys Inc. | 0.29% | 4,930 | $2.8M | Add +340.2% |
| CVS CVS Health Corp. | 0.29% | 35,188 | $2.8M | Add +780.6% |
| FCX Freeport-McMoran Inc. | 0.29% | 58,897 | $2.8M | Add +554.7% |
| EBAY eBay Inc. | 0.28% | 51,685 | $2.7M | Add +4328.9% |
| PAYX Paychex Inc. | 0.28% | 21,828 | $2.7M | Add +2145.7% |
| DHI D.R. Horton Inc. | 0.27% | 16,134 | $2.7M | Add +850.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 13,630 | $2.6M | Add +1235.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.27% | 6,140 | $2.6M | Add +677.2% |
| DVN Devon Energy Corp. | 0.26% | 50,492 | $2.5M | Add +360557.1% |
Portfolio Sells Q4 2023 → Q1 2024
| MCHP Microchip Technology Inc. | Reduce -16.4% | 0.04% | −0.57 |
| OC Owens Corning | Reduce -31.5% | 0.03% | −0.36 |
| PRU Prudential Financial Inc. | Reduce -34.5% | 0.02% | −0.36 |
| PK Park Hotels & Resorts Inc. | Reduce -8.8% | 0.03% | −0.35 |
| MPC Marathon Petroleum Corp. | Reduce -84.3% | 0.01% | −0.34 |
| HESM Hess Midstream LP Class A | Reduce -50.8% | 0.02% | −0.32 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.30 |
| COKE Coca-Cola Consolidated Inc. | Reduce -27.2% | 0.01% | −0.24 |
| WBA Walgreens Boots Alliance Inc. | Reduce -99.8% | 0.00% | −0.23 |
| TXN Texas Instruments Inc. | Reduce -28.0% | 0.01% | −0.22 |
| DDS Dillards Inc. Class A | Reduce -42.5% | 0.01% | −0.19 |
| KSS Kohls Corp. | Sold out | 0.00% | −0.16 |
| VNOM Viper Energy Inc. | Reduce -67.2% | 0.01% | −0.15 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.11 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.09 |
| TPH Tri Pointe Homes Inc. | Reduce -91.5% | 0.00% | −0.08 |
| ETRN Equitrans Midstream Corp. | Reduce -30.3% | 0.01% | −0.08 |
| ATKR Atkore Inc. | Reduce -97.6% | 0.00% | −0.07 |
| AGCO Agco Corp. | Reduce -62.8% | 0.00% | −0.07 |
| QUANTA SVCS INC | Sold out | 0.00% | −0.07 |
| TRIP Tripadvisor Inc. | Reduce -36.2% | 0.00% | −0.06 |
| AMERISOURCEBERGEN CORP | Sold out | 0.00% | −0.06 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.06 |
| FIS Fidelity National Info Serv | Reduce -26.0% | 0.00% | −0.06 |
| BLD Topbuild Corp. | Reduce -3.0% | 0.01% | −0.06 |
| DBI Designer Brands Inc. Class A | Reduce -31.9% | 0.00% | −0.05 |
| NTNX Nutanix Inc. Class A | Reduce -62.4% | 0.00% | −0.05 |
| FANG Diamondback Energy Inc. | Reduce -9.2% | 0.01% | −0.05 |
| OMF Onemain Holdings Inc. | Sold out | 0.00% | −0.05 |
| BX Blackstone Inc. | Reduce -2.4% | 0.00% | −0.04 |
| CVI CVR Energy Inc. | Sold out | 0.00% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.04 |
| P Everpure Inc. Class A | Reduce -75.0% | 0.00% | −0.04 |
| KD Kyndryl Holdings Inc. | Reduce -51.8% | 0.00% | −0.04 |
| RBLX Roblox Corp. Class A | Reduce -0.1% | 0.00% | −0.04 |
| SQSP Squarespace Inc. Class A | Sold out | 0.00% | −0.04 |
| PAYC Paycom Software Inc. | Reduce -87.0% | 0.00% | −0.03 |
| RYZ Ryerson Holding Corp. | Reduce -3.1% | 0.00% | −0.03 |
| M D C HLDGS INC | Sold out | 0.00% | −0.03 |
| ALGN Align Technology Inc. | Reduce -71.9% | 0.00% | −0.03 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.03 |
| AMERICAN EAGLE OUTFITTERS IN | Sold out | 0.00% | −0.03 |
| ZYME Zymeworks Inc. | Sold out | 0.00% | −0.03 |
| SMG Scotts Miracle-Gro Co. | Reduce -95.5% | 0.00% | −0.02 |
| SSTK Shutterstock Inc. | Sold out | 0.00% | −0.02 |
| WTRG Essential Utilities Inc. | Reduce -89.1% | 0.00% | −0.02 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.02 |
| IPGP Ipg Photonics Corp. | Sold out | 0.00% | −0.02 |
| DNB Dun & Bradstreet Holdings Inc. | Sold out | 0.00% | −0.02 |
| CURN Currency Exchange Internatio | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +822.6% | 5.11% | +1.51 |
| META Meta Platforms Inc. Class A | Add +1235.6% | 2.44% | +0.86 |
| AMD Advanced Micro Devices | New | 0.50% | +0.50 |
| LLY Eli Lilly & Co. | Add +1352.5% | 1.17% | +0.45 |
| CVX Chevron Corp. | Add +3207.8% | 0.68% | +0.45 |
| AWK American Water Works Co. Inc. | Add +14873.1% | 0.44% | +0.40 |
| XOM Exxon Mobil Corp. | Add +2312.4% | 0.69% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +1241.0% | 1.96% | +0.36 |
| PG The Procter & Gamble Co. | Add +1534.1% | 0.99% | +0.34 |
| BKR Baker Hughes Co. | Add +3824.9% | 0.47% | +0.32 |
| RS Reliance Inc. | Add +9101.8% | 0.35% | +0.31 |
| AMZN Amazon.com Inc. | Add +987.3% | 3.69% | +0.30 |
| BLK BlackRock Finance Inc. | Add +2988.9% | 0.46% | +0.29 |
| ECL Ecolab Inc. | Add +2642.5% | 0.45% | +0.28 |
| KVUE Kenvue Inc. | Add +14358.4% | 0.31% | +0.28 |
| MSI Motorola Solutions Inc. | Add +10374.4% | 0.30% | +0.27 |
| HD Home Depot Inc. | Add +1482.0% | 0.82% | +0.26 |
| PXD Pioneer Natural Resources Co. | Add +2368.4% | 0.45% | +0.26 |
| DVN Devon Energy Corp. | Add +360557.1% | 0.26% | +0.26 |
| GE General Electric | Add +1909.8% | 0.45% | +0.26 |
| COST Costco Wholesale Corp. | Add +1364.6% | 0.95% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +1211.6% | 1.11% | +0.26 |
| FAST Fastenal Co. | Add +5265.7% | 0.31% | +0.25 |
| BNY Bank of New York Mellon Corp. | Add +4117.0% | 0.34% | +0.25 |
| C Citigroup Inc. | Add +2291.3% | 0.41% | +0.24 |
| MA Mastercard Inc. Class A | Add +1335.2% | 0.90% | +0.24 |
| AMP Ameriprise Financial Inc. | Add +19169.0% | 0.25% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1601.1% | 0.58% | +0.24 |
| AMAT Applied Materials Inc. | Add +1190.0% | 0.83% | +0.23 |
| EBAY eBay Inc. | Add +4328.9% | 0.28% | +0.22 |
| PPG PPG Industries Inc. | Add +2994.0% | 0.35% | +0.21 |
| BMY Bristol-Myers Squibb Co. | Add +1930.7% | 0.46% | +0.21 |
| RPM RPM International Inc. | Add +52725.0% | 0.21% | +0.20 |
| CI The Cigna Group | Add +1571.2% | 0.49% | +0.20 |
| PH Parker Hannifin Corp. | Add +21881.3% | 0.20% | +0.19 |
| AMH American Homes 4 Rent- A | New | 0.19% | +0.19 |
| CHRW C.H. Robinson Worldwide Inc. | Add +63850.0% | 0.19% | +0.19 |
| BAC Bank of America Corp. | Add +1522.6% | 0.53% | +0.19 |
| NVR NVR Inc. | New | 0.18% | +0.18 |
| CTVA Corteva Inc. | New | 0.18% | +0.18 |
| TXT Textron Inc. | Add +97284.2% | 0.18% | +0.18 |
| STZ Constellation Brands Inc. Class A | Add +22373.3% | 0.19% | +0.18 |
| AME Ametek Inc. | Add +29554.5% | 0.18% | +0.18 |
| DELL Dell Technologies -C | Add +2857.4% | 0.24% | +0.18 |
| DIS The Walt Disney Co. | Add +1198.7% | 0.54% | +0.18 |
| INVH Invitation Homes Inc. | Add +340664.3% | 0.18% | +0.18 |
| WAB Wabtec Corp. | Add +59168.4% | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +987.5% | 6.56% | +0.17 |
| WFC Wells Fargo & Co. | Add +1634.4% | 0.39% | +0.16 |
| HIG Hartford Insurance Group Inc. | Add +6384.1% | 0.19% | +0.16 |
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 |