Plato Investment Management Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Plato Investment Management Ltd reported 547 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Microsoft (MSFT, 5.7%). Compared with Q2 2024, it opened 88 new positions, sold out of 36, added to 149 and reduced 90. The biggest buy was a new position in Accenture Class A (ACN) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001984475-24-000008 ↗ filed Nov 6, 2024
Holdings Value
Holdings 547 stocks · $1.2B
| AAPL Apple Inc. | 6.72% | 355,760 | $82.8M | Add +1.8% |
| NVDA Nvidia Corp. | 5.96% | 605,130 | $73.4M | Add +1.4% |
| MSFT Microsoft Corp. | 5.68% | 162,799 | $70.0M | Add +2.6% |
| AMZN Amazon.com Inc. | 3.25% | 214,912 | $40.0M | Add +2.6% |
| META Meta Platforms Inc. Class A | 2.40% | 51,696 | $29.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 1.79% | 132,819 | $22.0M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 1.70% | 125,590 | $21.0M | Add +1.1% |
| AVGO Broadcom Inc. | 1.55% | 110,703 | $19.1M | Reduce -1.9% |
| TSLA Tesla Inc. | 1.32% | 62,310 | $16.3M | Add +7.2% |
| LLY Eli Lilly & Co. | 1.21% | 16,804 | $14.9M | Add +9.7% |
| UNH Unitedhealth Group Inc. | 1.10% | 23,266 | $13.6M | Add +4.8% |
| ABBV Abbvie Inc. | 0.97% | 60,564 | $11.9M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.97% | 56,484 | $11.9M | Add +0.6% |
| V Visa Inc. Class A | 0.96% | 42,865 | $11.8M | No change |
| COST Costco Wholesale Corp. | 0.94% | 13,102 | $11.6M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.91% | 156,696 | $11.2M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.87% | 61,946 | $10.7M | Add +1.3% |
| JNJ Johnson & Johnson | 0.79% | 60,397 | $9.8M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.77% | 19,126 | $9.4M | Add +0.5% |
| HD Home Depot Inc. | 0.76% | 23,010 | $9.3M | No change |
| PEP Pepsico Inc. | 0.74% | 53,713 | $9.1M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.72% | 75,424 | $8.8M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.68% | 41,517 | $8.4M | Add +1.6% |
| CRM Salesforce Inc. | 0.66% | 29,864 | $8.2M | Add +2.3% |
| WMT Walmart Inc. | 0.64% | 97,329 | $7.9M | Add +0.4% |
| NFLX Netflix Inc. | 0.63% | 10,878 | $7.7M | Add +14.4% |
| ADP Automatic Data Processing | 0.61% | 26,995 | $7.5M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 14,986 | $6.9M | No change |
| ADBE Adobe Inc. | 0.55% | 13,080 | $6.8M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 169,308 | $6.7M | Add +16.6% |
| ACN Accenture PLC Class A | 0.52% | 18,313 | $6.5M | New |
| PGR Progressive Corp. | 0.52% | 25,394 | $6.4M | Add +6.2% |
| CVX Chevron Corp. | 0.52% | 43,706 | $6.4M | Add +1.0% |
| AXP American Express Co. | 0.52% | 23,437 | $6.3M | Add +4.7% |
| QCOM Qualcomm Inc. | 0.51% | 36,998 | $6.3M | Add +7.1% |
| ORCL Oracle Corp. | 0.51% | 36,600 | $6.2M | Add +8.1% |
| BKNG Booking Holdings Inc. | 0.50% | 1,456 | $6.1M | Reduce -6.1% |
| BMY Bristol-Myers Squibb Co. | 0.49% | 117,401 | $6.1M | Add +12.9% |
| INTU Intuit Inc. | 0.49% | 9,757 | $6.1M | Add +6.9% |
| AMGN Amgen Inc. | 0.49% | 18,708 | $6.0M | Add +4.1% |
| MRK Merck & Co. Inc. | 0.47% | 50,624 | $5.7M | Add +0.9% |
| CAT Caterpillar Inc. | 0.46% | 14,594 | $5.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.46% | 29,985 | $5.6M | Add +0.6% |
| BLK BlackRock Finance Inc. | 0.46% | 5,912 | $5.6M | Add +1.0% |
| MCD McDonald's Corp. | 0.43% | 17,511 | $5.3M | Reduce -0.2% |
| AWK American Water Works Co. Inc. | 0.42% | 35,788 | $5.2M | No change |
| SHW The Sherwin-Williams Co. | 0.42% | 13,503 | $5.1M | Reduce -4.1% |
| VZ Verizon Communications Inc. | 0.42% | 114,083 | $5.1M | Add +3.3% |
| CI The Cigna Group | 0.41% | 14,727 | $5.1M | Add +4.5% |
| ABT Abbott Laboratories | 0.41% | 44,510 | $5.1M | No change |
| KLAC KLA Corp. | 0.41% | 6,462 | $5.0M | Add +2.1% |
| CMCSA Comcast Corp. Class A | 0.40% | 118,279 | $4.9M | No change |
| AMD Advanced Micro Devices | 0.39% | 29,237 | $4.8M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.39% | 66,413 | $4.8M | Add +17.6% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 7,547 | $4.7M | Add +7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 48,291 | $4.6M | No change |
| ETN Eaton Corp. PLC | 0.38% | 14,010 | $4.6M | Add +21.4% |
| TT Trane Technologies PLC | 0.37% | 11,831 | $4.6M | New |
| PFE Pfizer Inc. | 0.37% | 158,445 | $4.6M | Add +11.5% |
| BKR Baker Hughes Co. | 0.37% | 126,646 | $4.6M | Reduce -7.3% |
| LRCX Lam Research Corp. | 0.37% | 5,566 | $4.5M | New |
| CSCO Cisco Systems Inc. | 0.36% | 84,469 | $4.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 38,015 | $4.5M | Add +1.1% |
| SYK Stryker Corp. | 0.36% | 12,164 | $4.4M | No change |
| TRI Thomson Reuters Corp. | 0.36% | 25,718 | $4.4M | New |
| DB Deutsche Bank AG-Registered | 0.35% | 249,557 | $4.3M | New |
| MRSH Marsh & McLennan Cos | 0.35% | 19,184 | $4.3M | Add +16.9% |
| GILD Gilead Sciences Inc. | 0.35% | 50,821 | $4.3M | Add +5.1% |
| ITW Illinois Tool Works | 0.34% | 16,119 | $4.2M | No change |
| WFC Wells Fargo & Co. | 0.34% | 74,565 | $4.2M | Add +2.9% |
| MSI Motorola Solutions Inc. | 0.34% | 9,233 | $4.1M | Add +8.0% |
| ECL Ecolab Inc. | 0.34% | 16,245 | $4.1M | Reduce -16.6% |
| NOW ServiceNow Inc. | 0.33% | 4,538 | $4.1M | Add +7.2% |
| DVN Devon Energy Corp. | 0.32% | 102,180 | $4.0M | Add +44.4% |
| MS Morgan Stanley | 0.32% | 37,481 | $3.9M | Add +32.5% |
| C Citigroup Inc. | 0.32% | 62,223 | $3.9M | No change |
| T AT&T Inc. | 0.31% | 176,278 | $3.9M | Add +25.3% |
| FISV Fiserv Inc. | 0.31% | 21,490 | $3.9M | Add +3.8% |
| PLD Prologis Inc. | 0.31% | 30,333 | $3.8M | No change |
| EIX Edison International | 0.31% | 43,643 | $3.8M | Reduce -2.6% |
| ES Eversource Energy | 0.31% | 55,320 | $3.8M | Reduce -43.1% |
| ISRG Intuitive Surgical Inc. | 0.30% | 7,560 | $3.7M | Reduce -0.0% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 49,917 | $3.7M | No change |
| INVH Invitation Homes Inc. | 0.29% | 102,617 | $3.6M | No change |
| DHR Danaher Corp. | 0.28% | 12,605 | $3.5M | No change |
| MDT Medtronic PLC | 0.28% | 38,071 | $3.4M | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.28% | 81,296 | $3.4M | Add +32.5% |
| CME Cme Group Inc. | 0.28% | 15,390 | $3.4M | Add +2.5% |
| TGT Target Corp. | 0.27% | 21,495 | $3.3M | Add +0.8% |
| ELV Elevance Health Inc. | 0.27% | 6,390 | $3.3M | Add +6.5% |
| AMP Ameriprise Financial Inc. | 0.27% | 6,992 | $3.3M | Add +3.0% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.26% | 52,943 | $3.2M | New |
| ADI Analog Devices Inc. | 0.26% | 14,012 | $3.2M | No change |
| UBS UBS Group AG-Reg | 0.26% | 103,270 | $3.2M | New |
| PPG PPG Industries Inc. | 0.26% | 23,956 | $3.2M | No change |
| CBRE CBRE Group Inc. Class A | 0.26% | 25,348 | $3.2M | Add +39.1% |
| PRU Prudential Financial Inc. | 0.25% | 25,923 | $3.1M | Add +27.7% |
| SPGI S&P Global Inc. | 0.25% | 6,039 | $3.1M | Add +11.7% |
| RY Royal Bank of Canada | 0.25% | 24,887 | $3.1M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 6,645 | $3.1M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.53 |
| ES Eversource Energy | Reduce -43.1% | 0.31% | −0.21 |
| AVGO Broadcom Inc. | Reduce -1.9% | 1.55% | −0.14 |
| INTC Intel Corp. | Reduce -35.2% | 0.10% | −0.14 |
| HPQ HP Inc. | Reduce -54.0% | 0.09% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -55.3% | 0.05% | −0.12 |
| EBAY eBay Inc. | Reduce -51.0% | 0.12% | −0.11 |
| DXCM Dexcom Inc. | Reduce -43.3% | 0.04% | −0.10 |
| AON Aon PLC Class A | Reduce -43.5% | 0.13% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.94% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -32.5% | 0.09% | −0.10 |
| ECL Ecolab Inc. | Reduce -16.6% | 0.34% | −0.10 |
| DELL Dell Technologies -C | Reduce -20.2% | 0.13% | −0.09 |
| RS Reliance Inc. | Reduce -80.2% | 0.02% | −0.09 |
| SNPS Synopsys Inc. | Reduce -7.7% | 0.18% | −0.09 |
| CDNS Cadence Design SYS Inc. | Reduce -19.9% | 0.13% | −0.08 |
| GM General Motors Co. | Reduce -18.7% | 0.17% | −0.08 |
| BKR Baker Hughes Co. | Reduce -7.3% | 0.37% | −0.08 |
| WSM Williams-Sonoma Inc. | Reduce -62.0% | 0.04% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -6.1% | 0.50% | −0.07 |
| SWKS Skyworks Solutions Inc. | Reduce -97.0% | 0.00% | −0.07 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.06 |
| ZS Zscaler Inc. | Reduce -54.9% | 0.03% | −0.06 |
| FOXA Fox Corp. Class A | Reduce -67.9% | 0.03% | −0.05 |
| FAST Fastenal Co. | Reduce -26.1% | 0.15% | −0.05 |
| MCK McKesson Corp. | Reduce -0.1% | 0.15% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -99.7% | 0.00% | −0.05 |
| BLDR Builders Firstsource Inc. | Reduce -95.7% | 0.00% | −0.05 |
| EW Edwards Lifesciences Corp. | Reduce -45.1% | 0.02% | −0.05 |
| CINF Cincinnati Financial Corp. | Reduce -31.4% | 0.10% | −0.05 |
| PCTY Paylocity Holding Corp. | Reduce -98.0% | 0.00% | −0.04 |
| UTHR United Therapeutics Corp. | Reduce -35.3% | 0.08% | −0.04 |
| PSX Phillips 66 | Reduce -55.0% | 0.02% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -4.8% | 0.11% | −0.04 |
| HAL Halliburton Co. | Reduce -22.3% | 0.06% | −0.04 |
| FCNCA First Citizens Bcshs Class A | Reduce -64.3% | 0.02% | −0.04 |
| NKE Nike Inc. Class B | Reduce -17.1% | 0.20% | −0.04 |
| LII Lennox International Inc. | Reduce -30.5% | 0.07% | −0.03 |
| U Unity Software Inc. | Reduce -90.5% | 0.00% | −0.03 |
| PODD Insulet Corp. | Reduce -35.7% | 0.06% | −0.03 |
| PAGP Plains GP Holdings LP | Reduce -48.2% | 0.02% | −0.03 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.03 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.03 |
| ETSY Etsy Inc. | Reduce -96.6% | 0.00% | −0.03 |
| DASH DoorDash Inc. Class A | Reduce -29.4% | 0.10% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -19.4% | 0.18% | −0.02 |
| BILL Bill Holdings Inc. | Reduce -90.9% | 0.00% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Reduce -91.7% | 0.00% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -15.3% | 0.12% | −0.02 |
| PK Park Hotels & Resorts Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| ACN Accenture PLC Class A | New | 0.52% | +0.52 |
| TT Trane Technologies PLC | New | 0.37% | +0.37 |
| LRCX Lam Research Corp. | New | 0.37% | +0.37 |
| TRI Thomson Reuters Corp. | New | 0.36% | +0.36 |
| DB Deutsche Bank AG-Registered | New | 0.35% | +0.35 |
| MDT Medtronic PLC | New | 0.28% | +0.28 |
| CM Can Imperial BK of Commerce | New | 0.26% | +0.26 |
| UBS UBS Group AG-Reg | New | 0.26% | +0.26 |
| RY Royal Bank of Canada | New | 0.25% | +0.25 |
| TSLA Tesla Inc. | Add +7.2% | 1.32% | +0.25 |
| WTW Willis Towers Watson PLC | New | 0.24% | +0.24 |
| MELI MercadoLibre Inc. | New | 0.23% | +0.23 |
| EOG EOG Resources Inc. | Add +1375.5% | 0.24% | +0.22 |
| KGC Kinross Gold Corp. | New | 0.22% | +0.22 |
| SHOP Shopify Inc. Class A | New | 0.19% | +0.19 |
| AEM Agnico Eagle Mines Ltd. | New | 0.19% | +0.19 |
| DSGX The Descartes Systems Grp | New | 0.19% | +0.19 |
| BEPC Brookfield Renewable Cor-A | Add +772.1% | 0.21% | +0.18 |
| CB Chubb Ltd. | New | 0.16% | +0.16 |
| FNV Franco-Nevada Corp. | New | 0.15% | +0.15 |
| APH Amphenol Corp. Class A | Add +632.8% | 0.16% | +0.14 |
| CHKP Check Point Software Tech | New | 0.13% | +0.13 |
| HON Honeywell International Inc. | Add +346.3% | 0.17% | +0.12 |
| FSV Firstservice Corp. | New | 0.12% | +0.12 |
| ED Consolidated Edison Inc. | Add +127.8% | 0.19% | +0.11 |
| ILMN Illumina Inc. | Add +238.7% | 0.15% | +0.11 |
| CBRE CBRE Group Inc. Class A | Add +39.1% | 0.26% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.10% | +0.10 |
| EME Emcor Group Inc. | New | 0.10% | +0.10 |
| EXC Exelon Corp. | Add +67163.6% | 0.10% | +0.10 |
| NBIX Neurocrine Biosciences Inc. | Add +2481.9% | 0.10% | +0.10 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.09% | +0.09 |
| BMY Bristol-Myers Squibb Co. | Add +12.9% | 0.49% | +0.09 |
| LOGI Logitech International-Reg | New | 0.09% | +0.09 |
| LULU Lululemon Athletica Inc. | New | 0.09% | +0.09 |
| PWR Quanta Services Inc. | Add +67200.0% | 0.08% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.08% | +0.08 |
| NXPI NXP Semiconductors NV | New | 0.08% | +0.08 |
| FERG Ferguson Enterprises Inc. | New | 0.07% | +0.07 |
| BNY Bank of New York Mellon Corp. | Add +17.6% | 0.39% | +0.07 |
| T AT&T Inc. | Add +25.3% | 0.31% | +0.06 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.06% | +0.06 |
| WIX Wix.com Ltd. | New | 0.06% | +0.06 |
| HCA HCA Healthcare Inc. | Add +51.6% | 0.16% | +0.06 |
| MS Morgan Stanley | Add +32.5% | 0.32% | +0.06 |
| ORCL Oracle Corp. | Add +8.1% | 0.51% | +0.06 |
| PGR Progressive Corp. | Add +6.2% | 0.52% | +0.06 |
| URI United Rentals Inc. | Add +35.8% | 0.18% | +0.06 |
| CCI Crown Castle Inc. | Add +46.1% | 0.16% | +0.06 |
| PAAS Pan American Silver Corp. | New | 0.06% | +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 |