Plato Investment Management Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Plato Investment Management Ltd reported 495 stock positions worth $1.1 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 6.6%). Compared with Q1 2024, it opened 29 new positions, sold out of 26, added to 212 and reduced 69. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001984475-24-000007 ↗ filed Aug 9, 2024
Holdings Value
Holdings 495 stocks · $1.1B
| NVDA Nvidia Corp. | 6.87% | 596,633 | $73.7M | Add +9.0% |
| AAPL Apple Inc. | 6.86% | 349,523 | $73.6M | Add +4.6% |
| MSFT Microsoft Corp. | 6.61% | 158,638 | $70.9M | Add +5.2% |
| AMZN Amazon.com Inc. | 3.77% | 209,409 | $40.5M | Add +5.9% |
| META Meta Platforms Inc. Class A | 2.38% | 50,658 | $25.5M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 2.22% | 130,979 | $23.9M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 2.12% | 124,276 | $22.8M | Add +9.6% |
| AVGO Broadcom Inc. | 1.69% | 11,280 | $18.1M | Add +4.7% |
| LLY Eli Lilly & Co. | 1.29% | 15,323 | $13.9M | Add +5.4% |
| TSLA Tesla Inc. | 1.07% | 58,129 | $11.5M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.06% | 56,159 | $11.4M | Add +5.2% |
| UNH Unitedhealth Group Inc. | 1.05% | 22,196 | $11.3M | Add +12.8% |
| V Visa Inc. Class A | 1.05% | 42,865 | $11.3M | Add +3.9% |
| COST Costco Wholesale Corp. | 1.04% | 13,117 | $11.1M | Add +4.3% |
| ABBV Abbvie Inc. | 0.95% | 59,634 | $10.2M | Add +7.6% |
| PG The Procter & Gamble Co. | 0.94% | 61,162 | $10.1M | Add +3.4% |
| KO The Coca-Cola Co. | 0.92% | 154,909 | $9.9M | Add +5.7% |
| AMAT Applied Materials Inc. | 0.90% | 40,870 | $9.6M | Add +4.7% |
| JNJ Johnson & Johnson | 0.82% | 60,183 | $8.8M | Add +14.2% |
| PEP Pepsico Inc. | 0.82% | 53,250 | $8.8M | Add +10.9% |
| XOM Exxon Mobil Corp. | 0.79% | 74,056 | $8.5M | Add +29.5% |
| MA Mastercard Inc. Class A | 0.78% | 19,023 | $8.4M | Add +5.3% |
| HD Home Depot Inc. | 0.74% | 23,010 | $7.9M | Add +11.8% |
| CRM Salesforce Inc. | 0.70% | 29,180 | $7.5M | Add +7.5% |
| ADBE Adobe Inc. | 0.67% | 13,023 | $7.2M | Add +22.1% |
| QCOM Qualcomm Inc. | 0.64% | 34,549 | $6.9M | Add +6.2% |
| CVX Chevron Corp. | 0.63% | 43,268 | $6.8M | Add +4.5% |
| WMT Walmart Inc. | 0.61% | 96,932 | $6.6M | Add +5.3% |
| NFLX Netflix Inc. | 0.60% | 9,510 | $6.4M | Add +5.1% |
| ADP Automatic Data Processing | 0.59% | 26,610 | $6.4M | Add +23.8% |
| MRK Merck & Co. Inc. | 0.58% | 50,167 | $6.2M | Add +5.9% |
| BKNG Booking Holdings Inc. | 0.57% | 1,550 | $6.1M | Add +13.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 14,986 | $6.1M | Add +11.8% |
| INTU Intuit Inc. | 0.56% | 9,129 | $6.0M | Add +17.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 145,156 | $5.8M | Add +7.3% |
| LRCX Lam Research Corp. | 0.53% | 5,375 | $5.7M | Add +9.1% |
| AMGN Amgen Inc. | 0.52% | 17,973 | $5.6M | Add +5.2% |
| ES Eversource Energy | 0.51% | 97,271 | $5.5M | Add +2.5% |
| KLAC KLA Corp. | 0.49% | 6,331 | $5.2M | Reduce -1.4% |
| AXP American Express Co. | 0.48% | 22,396 | $5.2M | Add +2.7% |
| PGR Progressive Corp. | 0.46% | 23,908 | $5.0M | Add +13.7% |
| CAT Caterpillar Inc. | 0.45% | 14,594 | $4.9M | Add +8.4% |
| BKR Baker Hughes Co. | 0.45% | 136,609 | $4.8M | Add +1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 48,291 | $4.8M | Add +13.5% |
| ORCL Oracle Corp. | 0.45% | 33,874 | $4.8M | Add +4.4% |
| AMD Advanced Micro Devices | 0.44% | 29,237 | $4.7M | Add +9.8% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 29,799 | $4.7M | Add +19.5% |
| CI The Cigna Group | 0.43% | 14,090 | $4.7M | Add +8.5% |
| ECL Ecolab Inc. | 0.43% | 19,488 | $4.6M | Add +2.7% |
| CMCSA Comcast Corp. Class A | 0.43% | 118,279 | $4.6M | Add +2.9% |
| ABT Abbott Laboratories | 0.43% | 44,510 | $4.6M | Add +7.2% |
| AWK American Water Works Co. Inc. | 0.43% | 35,788 | $4.6M | Add +2.1% |
| BLK BlackRock Finance Inc. | 0.43% | 5,853 | $4.6M | Add +10.2% |
| VZ Verizon Communications Inc. | 0.42% | 110,410 | $4.6M | Add +1.7% |
| MCD McDonald's Corp. | 0.42% | 17,547 | $4.5M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.40% | 103,954 | $4.3M | Add +25.4% |
| WFC Wells Fargo & Co. | 0.40% | 72,446 | $4.3M | Add +10.6% |
| SHW The Sherwin-Williams Co. | 0.39% | 14,076 | $4.2M | Add +12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 37,610 | $4.1M | Add +9.2% |
| SYK Stryker Corp. | 0.39% | 12,164 | $4.1M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.37% | 84,469 | $4.0M | Add +28.5% |
| PFE Pfizer Inc. | 0.37% | 142,118 | $4.0M | Add +6.8% |
| C Citigroup Inc. | 0.37% | 62,223 | $3.9M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 7,024 | $3.9M | Add +4.4% |
| ITW Illinois Tool Works | 0.36% | 16,119 | $3.8M | Add +51.4% |
| INVH Invitation Homes Inc. | 0.34% | 102,617 | $3.7M | Add +115.1% |
| ETN Eaton Corp. PLC | 0.34% | 11,544 | $3.6M | Reduce -2.7% |
| MRSH Marsh & McLennan Cos | 0.32% | 16,403 | $3.5M | Add +1.5% |
| PLD Prologis Inc. | 0.32% | 30,333 | $3.4M | Add +4.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.32% | 56,466 | $3.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.31% | 7,563 | $3.4M | No change |
| DVN Devon Energy Corp. | 0.31% | 70,775 | $3.4M | Add +40.2% |
| NOW ServiceNow Inc. | 0.31% | 4,234 | $3.3M | Add +63.1% |
| GILD Gilead Sciences Inc. | 0.31% | 48,353 | $3.3M | Add +3.3% |
| MSI Motorola Solutions Inc. | 0.31% | 8,553 | $3.3M | Add +4.7% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 49,917 | $3.3M | Add +5.9% |
| ELV Elevance Health Inc. | 0.30% | 5,998 | $3.3M | Add +2.6% |
| EIX Edison International | 0.30% | 44,790 | $3.2M | Add +11.3% |
| ADI Analog Devices Inc. | 0.30% | 14,012 | $3.2M | Add +10.8% |
| TGT Target Corp. | 0.29% | 21,329 | $3.2M | Add +2.2% |
| DHR Danaher Corp. | 0.29% | 12,605 | $3.1M | Add +3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.29% | 6,645 | $3.1M | Add +8.2% |
| FISV Fiserv Inc. | 0.29% | 20,711 | $3.1M | Add +1.0% |
| PPG PPG Industries Inc. | 0.28% | 23,956 | $3.0M | Add +3.2% |
| CME Cme Group Inc. | 0.27% | 15,011 | $3.0M | Add +2.9% |
| AMP Ameriprise Financial Inc. | 0.27% | 6,790 | $2.9M | Add +21.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.27% | 61,334 | $2.9M | Add +16.3% |
| SNPS Synopsys Inc. | 0.27% | 4,854 | $2.9M | Reduce -1.5% |
| MS Morgan Stanley | 0.26% | 28,285 | $2.7M | Add +491.2% |
| UBER Uber Technologies Inc. | 0.26% | 37,768 | $2.7M | Add +1.3% |
| MU Micron Technology Inc. | 0.25% | 20,460 | $2.7M | Add +56.2% |
| T AT&T Inc. | 0.25% | 140,679 | $2.7M | Add +3.7% |
| GM General Motors Co. | 0.25% | 57,703 | $2.7M | Add +3.6% |
| REGN Regeneron Pharmaceuticals | 0.25% | 2,538 | $2.7M | Add +6.0% |
| HES Hess Corp. | 0.24% | 17,582 | $2.6M | Add +56616.1% |
| PAYX Paychex Inc. | 0.24% | 21,828 | $2.6M | No change |
| COP Conocophillips | 0.24% | 22,485 | $2.6M | Add +98.3% |
| INTC Intel Corp. | 0.24% | 83,010 | $2.6M | Reduce -1.5% |
| NKE Nike Inc. Class B | 0.24% | 34,103 | $2.6M | Add +7.3% |
| TMUS T-Mobile US Inc. | 0.23% | 14,264 | $2.5M | Add +49.9% |
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.45 |
| HON Honeywell International Inc. | Reduce -87.3% | 0.04% | −0.33 |
| RTX RTX Corp. | Reduce -79.2% | 0.07% | −0.31 |
| RS Reliance Inc. | Reduce -60.4% | 0.11% | −0.24 |
| KVUE Kenvue Inc. | Reduce -57.6% | 0.10% | −0.21 |
| BA The Boeing Co. | Reduce -94.9% | 0.01% | −0.19 |
| SBUX Starbucks Corp. | Reduce -48.9% | 0.10% | −0.16 |
| INTC Intel Corp. | Reduce -1.5% | 0.24% | −0.15 |
| NUE Nucor Corp. | Reduce -94.8% | 0.00% | −0.12 |
| FAST Fastenal Co. | Reduce -12.8% | 0.20% | −0.11 |
| DHI D.R. Horton Inc. | Reduce -19.7% | 0.17% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -50.4% | 0.10% | −0.10 |
| LEA Lear Corp. | Reduce -87.7% | 0.01% | −0.10 |
| CVS CVS Health Corp. | Reduce -1.6% | 0.19% | −0.10 |
| CARR Carrier Global Corp. | Reduce -61.4% | 0.06% | −0.10 |
| GEV GE Vernova Inc. | Reduce -84.6% | 0.02% | −0.10 |
| QRVO Qorvo Inc. | Reduce -83.3% | 0.02% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -71.2% | 0.03% | −0.09 |
| VLO Valero Energy Corp. | Reduce -72.5% | 0.03% | −0.09 |
| PATH Uipath Inc. Class A | Reduce -88.1% | 0.01% | −0.09 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.07 |
| BEPC Brookfield Renewable Cor-A | Reduce -68.6% | 0.03% | −0.07 |
| MMM 3M Co. | Reduce -27.4% | 0.10% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -14.8% | 0.23% | −0.06 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.06 |
| DXCM Dexcom Inc. | Reduce -2.6% | 0.14% | −0.06 |
| EBAY eBay Inc. | Reduce -12.0% | 0.23% | −0.05 |
| EXAS Exact Sciences Corp. | Reduce -30.9% | 0.03% | −0.05 |
| BLDR Builders Firstsource Inc. | Reduce -15.3% | 0.05% | −0.05 |
| Z Zillow Group Inc. Class C | Reduce -95.8% | 0.00% | −0.05 |
| OVV Ovintiv Inc. | Reduce -67.5% | 0.02% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -2.7% | 0.34% | −0.05 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -99.6% | 0.00% | −0.04 |
| FTV Fortive Corp. | Reduce -0.4% | 0.12% | −0.03 |
| CHTR Charter Communications Inc. Class A | Reduce -94.1% | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -8.7% | 0.15% | −0.03 |
| PHM Pultegroup Inc. | Reduce -4.2% | 0.09% | −0.02 |
| PSA Public Storage | Reduce -2.2% | 0.16% | −0.02 |
| SNPS Synopsys Inc. | Reduce -1.5% | 0.27% | −0.02 |
| DELL Dell Technologies -C | Reduce -16.5% | 0.22% | −0.02 |
| PODD Insulet Corp. | Reduce -23.8% | 0.09% | −0.02 |
| USB US Bancorp | Reduce -0.1% | 0.08% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -3.6% | 0.07% | −0.02 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -13.8% | 0.07% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -29.0% | 0.03% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -66.2% | 0.01% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +9.0% | 6.87% | +1.75 |
| AAPL Apple Inc. | Add +4.6% | 6.86% | +0.93 |
| GOOG Alphabet Inc. Class C | Add +9.6% | 2.12% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 2.22% | +0.26 |
| HES Hess Corp. | Add +56616.1% | 0.24% | +0.24 |
| AVGO Broadcom Inc. | Add +4.7% | 1.69% | +0.21 |
| MS Morgan Stanley | Add +491.2% | 0.26% | +0.21 |
| PRU Prudential Financial Inc. | Add +926.0% | 0.22% | +0.20 |
| INVH Invitation Homes Inc. | Add +115.1% | 0.34% | +0.17 |
| CMI Cummins Inc. | Add +3576.1% | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | Add +5.4% | 1.29% | +0.12 |
| MKC McCormick & Co.-Non VTG SHRS | Add +544.4% | 0.15% | +0.12 |
| ADBE Adobe Inc. | Add +22.1% | 0.67% | +0.12 |
| XOM Exxon Mobil Corp. | Add +29.5% | 0.79% | +0.11 |
| NOW ServiceNow Inc. | Add +63.1% | 0.31% | +0.11 |
| LHX L3HARRIS Technologies Inc. | Add +151.8% | 0.18% | +0.10 |
| ALL Allstate Corp. | Add +613.8% | 0.12% | +0.10 |
| MU Micron Technology Inc. | Add +56.2% | 0.25% | +0.09 |
| COP Conocophillips | Add +98.3% | 0.24% | +0.09 |
| COST Costco Wholesale Corp. | Add +4.3% | 1.04% | +0.09 |
| AMZN Amazon.com Inc. | Add +5.9% | 3.77% | +0.08 |
| URI United Rentals Inc. | Add +267.2% | 0.12% | +0.08 |
| VICI Vici Properties Inc. | New | 0.08% | +0.08 |
| ALGN Align Technology Inc. | Add +13360.0% | 0.08% | +0.07 |
| JCI Johnson Controls Internation | New | 0.07% | +0.07 |
| TMUS T-Mobile US Inc. | Add +49.9% | 0.23% | +0.07 |
| TWLO Twilio Inc. Class A | Add +499.7% | 0.09% | +0.07 |
| QCOM Qualcomm Inc. | Add +6.2% | 0.64% | +0.07 |
| EXPD Expeditors Intl Wash Inc. | Add +70.5% | 0.19% | +0.07 |
| COIN Coinbase Global Inc. Class A | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | Add +4.7% | 0.90% | +0.07 |
| EL Estee Lauder Companies Class A | Add +1424.4% | 0.07% | +0.06 |
| GLPI Gaming and Leisure Propertie | New | 0.06% | +0.06 |
| BURL Burlington Stores Inc. | Add +194.9% | 0.09% | +0.06 |
| ITW Illinois Tool Works | Add +51.4% | 0.36% | +0.06 |
| BKNG Booking Holdings Inc. | Add +13.3% | 0.57% | +0.06 |
| BDX Becton Dickinson and Co. | Add +108.5% | 0.13% | +0.06 |
| WBA Walgreens Boots Alliance Inc. | Add +391684.6% | 0.06% | +0.06 |
| CSL Carlisle Cos Inc. | Add +665.9% | 0.07% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +273.7% | 0.07% | +0.05 |
| DVN Devon Energy Corp. | Add +40.2% | 0.31% | +0.05 |
| TSLA Tesla Inc. | Add +3.5% | 1.07% | +0.05 |
| KHC The Kraft Heinz Co. | Add +933.1% | 0.06% | +0.05 |
| AXON Axon Enterprise Inc. | New | 0.05% | +0.05 |
| HPE Hewlett Packard Enterprise | Add +112.8% | 0.09% | +0.05 |
| MOH Molina Healthcare Inc. | Add +87050.0% | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +12.8% | 1.05% | +0.05 |
| IOT Samsara Inc. Class A | Add +220.2% | 0.07% | +0.04 |
| MSFT Microsoft Corp. | Add +5.2% | 6.61% | +0.04 |
| ESS Essex Property Trust Inc. | New | 0.04% | +0.04 |
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 |