Plato Investment Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Plato Investment Management Ltd reported 585 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Microsoft (MSFT, 5.4%). Compared with Q3 2024, it opened 61 new positions, sold out of 23, added to 213 and reduced 93. The biggest buy was Tesla (TSLA, shares +1%) and the biggest sale Advanced Micro Devices (AMD, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001984475-25-000002 ↗ filed Feb 6, 2025
Holdings Value
Holdings 585 stocks · $1.4B
| AAPL Apple Inc. | 7.05% | 381,377 | $95.9M | Add +7.2% |
| NVDA Nvidia Corp. | 6.38% | 644,183 | $86.8M | Add +6.5% |
| MSFT Microsoft Corp. | 5.38% | 172,984 | $73.2M | Add +6.3% |
| AMZN Amazon.com Inc. | 3.76% | 232,038 | $51.1M | Add +8.0% |
| META Meta Platforms Inc. Class A | 2.37% | 54,895 | $32.3M | Add +6.2% |
| GOOGL Alphabet Inc. Class A | 1.97% | 141,088 | $26.8M | Add +6.2% |
| TSLA Tesla Inc. | 1.88% | 63,187 | $25.6M | Add +1.4% |
| AVGO Broadcom Inc. | 1.85% | 108,435 | $25.2M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 1.79% | 127,636 | $24.4M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.04% | 58,607 | $14.1M | Add +3.8% |
| V Visa Inc. Class A | 1.02% | 43,923 | $13.9M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.99% | 17,315 | $13.4M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.88% | 13,016 | $12.0M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.86% | 65,465 | $11.7M | Add +8.1% |
| UNH Unitedhealth Group Inc. | 0.85% | 22,812 | $11.6M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.79% | 20,368 | $10.8M | Add +6.5% |
| PG The Procter & Gamble Co. | 0.78% | 63,241 | $10.6M | Add +2.1% |
| CRM Salesforce Inc. | 0.76% | 30,726 | $10.3M | Add +2.9% |
| KO The Coca-Cola Co. | 0.75% | 162,869 | $10.2M | Add +3.9% |
| NFLX Netflix Inc. | 0.75% | 11,351 | $10.2M | Add +4.3% |
| HD Home Depot Inc. | 0.72% | 25,037 | $9.8M | Add +8.8% |
| JNJ Johnson & Johnson | 0.68% | 63,834 | $9.3M | Add +5.7% |
| WMT Walmart Inc. | 0.66% | 99,633 | $9.0M | Add +2.4% |
| ADP Automatic Data Processing | 0.63% | 28,974 | $8.5M | Add +7.3% |
| XOM Exxon Mobil Corp. | 0.62% | 78,669 | $8.5M | Add +4.3% |
| PEP Pepsico Inc. | 0.60% | 53,855 | $8.2M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 171,614 | $7.6M | Add +1.4% |
| BKNG Booking Holdings Inc. | 0.55% | 1,493 | $7.4M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.55% | 48,160 | $7.4M | Add +30.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 16,038 | $7.3M | Add +7.0% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 122,224 | $6.9M | Add +4.1% |
| AMAT Applied Materials Inc. | 0.51% | 42,211 | $6.9M | Add +1.7% |
| ADBE Adobe Inc. | 0.50% | 15,148 | $6.8M | Add +15.8% |
| INTU Intuit Inc. | 0.49% | 10,598 | $6.7M | Add +8.6% |
| ACN Accenture PLC Class A | 0.49% | 18,908 | $6.7M | Add +3.3% |
| DB Deutsche Bank AG-Registered | 0.49% | 383,517 | $6.6M | Add +53.7% |
| AXP American Express Co. | 0.49% | 22,174 | $6.6M | Reduce -5.4% |
| PGR Progressive Corp. | 0.48% | 27,304 | $6.6M | Add +7.5% |
| BLK BlackRock Inc. | 0.48% | 6,376 | $6.6M | Add +7.8% |
| ORCL Oracle Corp. | 0.46% | 37,335 | $6.2M | Add +2.0% |
| CVX Chevron Corp. | 0.46% | 42,935 | $6.2M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.46% | 18,629 | $6.2M | Add +33.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 53,263 | $6.0M | Add +10.3% |
| CSCO Cisco Systems Inc. | 0.43% | 99,517 | $5.9M | Add +17.8% |
| CMCSA Comcast Corp. Class A | 0.43% | 156,088 | $5.9M | Add +32.0% |
| MSI Motorola Solutions Inc. | 0.43% | 12,658 | $5.9M | Add +37.1% |
| WFC Wells Fargo & Co. | 0.43% | 82,926 | $5.8M | Add +11.2% |
| GILD Gilead Sciences Inc. | 0.42% | 61,579 | $5.7M | Add +21.2% |
| SHOP Shopify Inc. Class A | 0.41% | 52,263 | $5.6M | Add +77.0% |
| PFE Pfizer Inc. | 0.40% | 206,279 | $5.5M | Add +30.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 44,626 | $5.4M | Add +17.4% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 32,194 | $5.4M | Add +7.4% |
| CAT Caterpillar Inc. | 0.39% | 14,594 | $5.3M | No change |
| MS Morgan Stanley | 0.39% | 41,911 | $5.3M | Add +11.8% |
| AMGN Amgen Inc. | 0.39% | 20,154 | $5.3M | Add +7.7% |
| FISV Fiserv Inc. | 0.38% | 25,382 | $5.2M | Add +18.1% |
| KLAC KLA Corp. | 0.38% | 8,175 | $5.2M | Add +26.5% |
| MCD McDonald's Corp. | 0.37% | 17,511 | $5.1M | No change |
| MRK Merck & Co. Inc. | 0.37% | 50,624 | $5.1M | No change |
| ABT Abbott Laboratories | 0.37% | 44,510 | $5.1M | No change |
| NOW ServiceNow Inc. | 0.35% | 4,538 | $4.8M | No change |
| CI The Cigna Group | 0.35% | 17,040 | $4.7M | Add +15.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.34% | 60,646 | $4.7M | Reduce -8.7% |
| MRSH Marsh & McLennan Cos | 0.34% | 21,905 | $4.7M | Add +14.2% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 8,730 | $4.6M | Add +15.7% |
| AWK American Water Works Co. Inc. | 0.33% | 36,279 | $4.5M | Add +1.4% |
| SYK Stryker Corp. | 0.33% | 12,295 | $4.4M | Add +1.1% |
| VZ Verizon Communications Inc. | 0.33% | 110,672 | $4.4M | Reduce -3.0% |
| C Citigroup Inc. | 0.33% | 62,666 | $4.4M | Add +0.7% |
| TT Trane Technologies PLC | 0.33% | 11,926 | $4.4M | Add +0.8% |
| ANET Arista Networks Inc. | 0.32% | 39,575 | $4.4M | Add +65.1% |
| SHW The Sherwin-Williams Co. | 0.32% | 12,823 | $4.4M | Reduce -5.0% |
| APP AppLovin Corp. Class A | 0.32% | 13,290 | $4.3M | Reduce -43.3% |
| EOG EOG Resources Inc. | 0.32% | 35,064 | $4.3M | Add +46.1% |
| MRVL Marvell Technology Inc. | 0.31% | 38,221 | $4.2M | Add +131.9% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 55,146 | $4.2M | Reduce -8.2% |
| ISRG Intuitive Surgical Inc. | 0.30% | 7,844 | $4.1M | Add +3.8% |
| ITW Illinois Tool Works | 0.30% | 16,119 | $4.1M | No change |
| BKR Baker Hughes Co. | 0.29% | 97,487 | $4.0M | Reduce -23.0% |
| APH Amphenol Corp. Class A | 0.29% | 57,527 | $4.0M | Add +84.4% |
| LRCX Lam Research Corp. | 0.29% | 54,685 | $4.0M | Reduce -1.8% |
| GEV GE Vernova Inc. | 0.29% | 11,753 | $3.9M | Add +800.6% |
| ECL Ecolab Inc. | 0.28% | 16,245 | $3.8M | No change |
| AMP Ameriprise Financial Inc. | 0.27% | 6,992 | $3.7M | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.27% | 58,712 | $3.7M | Add +10.9% |
| TMUS T-Mobile US Inc. | 0.27% | 16,742 | $3.7M | Add +17.4% |
| CME Cme Group Inc. | 0.27% | 15,860 | $3.7M | Add +3.0% |
| SPGI S&P Global Inc. | 0.27% | 7,386 | $3.7M | Add +22.3% |
| SPG Simon Property Group Inc. | 0.27% | 20,892 | $3.6M | Add +23.2% |
| EIX Edison International | 0.26% | 44,024 | $3.5M | Add +0.9% |
| T AT&T Inc. | 0.25% | 148,972 | $3.4M | Reduce -15.5% |
| UBS UBS Group AG-Reg | 0.24% | 107,490 | $3.3M | Add +4.1% |
| INVH Invitation Homes Inc. | 0.24% | 102,617 | $3.3M | No change |
| PLD Prologis Inc. | 0.24% | 30,333 | $3.2M | No change |
| ES Eversource Energy | 0.24% | 55,724 | $3.2M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 14,461 | $3.2M | Add +3.9% |
| MDT Medtronic PLC | 0.23% | 39,156 | $3.1M | Add +2.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 81,296 | $3.1M | No change |
| MDLZ Mondelez International Inc. Class A | 0.23% | 51,595 | $3.1M | Add +3.4% |
| PRU Prudential Financial Inc. | 0.23% | 25,947 | $3.1M | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Reduce -95.1% | 0.01% | −0.38 |
| DVN Devon Energy Corp. | Reduce -98.8% | 0.00% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.85% | −0.25 |
| TRI Thomson Reuters Corp. | Reduce -47.5% | 0.16% | −0.20 |
| BEPC Brookfield Renewable Corp. | Reduce -84.2% | 0.03% | −0.18 |
| ELV Elevance Health Inc. | Reduce -11.8% | 0.15% | −0.12 |
| HON Honeywell International Inc. | Reduce -67.9% | 0.05% | −0.11 |
| MELI MercadoLibre Inc. | Reduce -31.6% | 0.12% | −0.11 |
| DHI D.R. Horton Inc. | Reduce -37.3% | 0.08% | −0.11 |
| WTW Willis Towers Watson PLC | Reduce -44.1% | 0.13% | −0.11 |
| FCX Freeport-McMoran Inc. | Reduce -14.2% | 0.15% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -5.0% | 0.32% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.33% | −0.09 |
| LRCX Lam Research Corp. | Reduce -1.8% | 0.29% | −0.08 |
| BKR Baker Hughes Co. | Reduce -23.0% | 0.29% | −0.08 |
| RPRX Royalty Pharma PLC Class A | Reduce -83.0% | 0.01% | −0.08 |
| DOCU Docusign Inc. | Reduce -65.2% | 0.05% | −0.06 |
| T AT&T Inc. | Reduce -15.5% | 0.25% | −0.06 |
| CBRE CBRE Group Inc. Class A | Reduce -21.9% | 0.19% | −0.06 |
| CVX Chevron Corp. | Reduce -1.8% | 0.46% | −0.06 |
| TGT Target Corp. | Reduce -2.2% | 0.21% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.88% | −0.06 |
| MU Micron Technology Inc. | Reduce -2.7% | 0.15% | −0.06 |
| CCI Crown Castle Inc. | Reduce -8.6% | 0.10% | −0.06 |
| CHKP Check Point Software Tech | Reduce -32.0% | 0.08% | −0.05 |
| ADI Analog Devices Inc. | Reduce -4.0% | 0.21% | −0.05 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -14.9% | 0.13% | −0.05 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.05 |
| CINF Cincinnati Financial Corp. | Reduce -44.3% | 0.05% | −0.05 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.04 |
| BNY Bank of New York Mellon Corp. | Reduce -8.7% | 0.34% | −0.04 |
| PHM Pultegroup Inc. | Reduce -28.1% | 0.04% | −0.04 |
| CARR Carrier Global Corp. | Reduce -45.3% | 0.03% | −0.04 |
| MMM 3M Co. | Reduce -19.1% | 0.08% | −0.04 |
| TTD Trade Desk Inc./the Class A | Reduce -14.8% | 0.15% | −0.03 |
| UNP Union Pacific Corp. | Reduce -81.2% | 0.01% | −0.03 |
| DELL Dell Technologies -C | Reduce -13.0% | 0.10% | −0.03 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.03 |
| AXP American Express Co. | Reduce -5.4% | 0.49% | −0.03 |
| AIZ Assurant Inc. | Reduce -63.8% | 0.02% | −0.03 |
| PAYX Paychex Inc. | Reduce -7.0% | 0.21% | −0.03 |
| WPM Wheaton Precious Metals Corp. | Reduce -20.5% | 0.05% | −0.03 |
| UTHR United Therapeutics Corp. | Reduce -24.9% | 0.05% | −0.02 |
| TW Tradeweb Markets Inc. Class A | Reduce -21.4% | 0.07% | −0.02 |
| IOT Samsara Inc. Class A | Reduce -12.9% | 0.06% | −0.02 |
| SO The Southern Co. | Reduce -76.9% | 0.01% | −0.02 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -13.6% | 0.04% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -15.1% | 0.16% | −0.02 |
| ZS Zscaler Inc. | Reduce -70.0% | 0.01% | −0.02 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +1.4% | 1.88% | +0.56 |
| AMZN Amazon.com Inc. | Add +8.0% | 3.76% | +0.51 |
| NVDA Nvidia Corp. | Add +6.5% | 6.38% | +0.43 |
| AAPL Apple Inc. | Add +7.2% | 7.05% | +0.33 |
| GEV GE Vernova Inc. | Add +800.6% | 0.29% | +0.26 |
| SHOP Shopify Inc. Class A | Add +77.0% | 0.41% | +0.22 |
| MRVL Marvell Technology Inc. | Add +131.9% | 0.31% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 1.97% | +0.18 |
| DB Deutsche Bank AG-Registered | Add +53.7% | 0.49% | +0.14 |
| ANET Arista Networks Inc. | Add +65.1% | 0.32% | +0.14 |
| APH Amphenol Corp. Class A | Add +84.4% | 0.29% | +0.13 |
| ANSS Ansys Inc. | Add +269.6% | 0.17% | +0.12 |
| NFLX Netflix Inc. | Add +4.3% | 0.75% | +0.12 |
| MTB M & T Bank Corp. | Add +5032.7% | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| TPL Texas Pacific Land Corp. | New | 0.11% | +0.11 |
| SPOT Spotify Technology SA | New | 0.10% | +0.10 |
| CRM Salesforce Inc. | Add +2.9% | 0.76% | +0.10 |
| MSI Motorola Solutions Inc. | Add +37.1% | 0.43% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 1.79% | +0.09 |
| WFC Wells Fargo & Co. | Add +11.2% | 0.43% | +0.09 |
| MPWR Monolithic Power Systems Inc. | Add +257.4% | 0.17% | +0.09 |
| ETN Eaton Corp. PLC | Add +33.0% | 0.46% | +0.08 |
| EOG EOG Resources Inc. | Add +46.1% | 0.32% | +0.08 |
| GILD Gilead Sciences Inc. | Add +21.2% | 0.42% | +0.07 |
| MS Morgan Stanley | Add +11.8% | 0.39% | +0.07 |
| FISV Fiserv Inc. | Add +18.1% | 0.38% | +0.07 |
| BDX Becton Dickinson and Co. | Add +86.0% | 0.19% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 1.04% | +0.07 |
| EXC Exelon Corp. | Add +104.7% | 0.17% | +0.07 |
| CSCO Cisco Systems Inc. | Add +17.8% | 0.43% | +0.07 |
| MCK McKesson Corp. | Add +40.1% | 0.22% | +0.07 |
| V Visa Inc. Class A | Add +2.5% | 1.02% | +0.07 |
| CDNS Cadence Design SYS Inc. | Add +48.0% | 0.20% | +0.07 |
| WBA Walgreens Boots Alliance Inc. | New | 0.07% | +0.07 |
| JLL Jones Lang Lasalle Inc. | Add +185.7% | 0.11% | +0.06 |
| CAE Cae Inc. | New | 0.06% | +0.06 |
| DIS The Walt Disney Co. | Add +10.3% | 0.44% | +0.06 |
| GWW WW Grainger Inc. | Add +83.0% | 0.15% | +0.06 |
| RTX RTX Corp. | Add +76.0% | 0.17% | +0.06 |
| SYF Synchrony Financial | Add +26.5% | 0.18% | +0.06 |
| BAH Booz Allen Hamilton Holdings | New | 0.06% | +0.06 |
| JEF Jefferies Financial Group Inc. | New | 0.06% | +0.06 |
| EFXT Enerflex Ltd. | New | 0.06% | +0.06 |
| CLS Celestica Inc. | Add +183.6% | 0.07% | +0.06 |
| BN Brookfield Corp. | Add +162.2% | 0.09% | +0.06 |
| MCHP Microchip Technology Inc. | Add +406.2% | 0.07% | +0.05 |
| BNS Bank of Nova Scotia | Add +406.9% | 0.07% | +0.05 |
| BKNG Booking Holdings Inc. | Add +2.5% | 0.55% | +0.05 |
| FSM Fortuna Mining Corp. | Add +583.1% | 0.06% | +0.05 |
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 |