Plato Investment Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 20, 2025), Plato Investment Management Ltd reported 527 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Nvidia (NVDA, 5.3%) and Microsoft (MSFT, 5.0%). Compared with Q4 2024, it opened 44 new positions, sold out of 102, added to 135 and reduced 246. The biggest buy was Wheaton Precious Metals (WPM, shares +396%) and the biggest sale Nvidia (NVDA, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001984475-25-000005 ↗ filed May 20, 2025
Holdings Value
Holdings 527 stocks · $1.2B
| AAPL Apple Inc. | 6.47% | 341,838 | $76.8M | Reduce -10.4% |
| NVDA Nvidia Corp. | 5.26% | 569,760 | $62.4M | Reduce -11.6% |
| MSFT Microsoft Corp. | 5.03% | 157,386 | $59.7M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 3.40% | 209,961 | $40.4M | Reduce -9.5% |
| META Meta Platforms Inc. Class A | 2.43% | 49,492 | $28.8M | Reduce -9.8% |
| GOOGL Alphabet Inc. Class A | 1.69% | 128,307 | $20.1M | Reduce -9.1% |
| GOOG Alphabet Inc. Class C | 1.58% | 118,630 | $18.7M | Reduce -7.1% |
| TSLA Tesla Inc. | 1.34% | 60,586 | $15.9M | Reduce -4.1% |
| V Visa Inc. Class A | 1.25% | 41,954 | $14.9M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 1.19% | 57,163 | $14.2M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 1.16% | 16,455 | $13.7M | Reduce -5.0% |
| AVGO Broadcom Inc. | 1.15% | 80,836 | $13.7M | Reduce -25.4% |
| COST Costco Wholesale Corp. | 0.98% | 12,161 | $11.6M | Reduce -6.6% |
| UNH Unitedhealth Group Inc. | 0.96% | 21,548 | $11.4M | Reduce -5.5% |
| KO The Coca-Cola Co. | 0.94% | 153,875 | $11.1M | Reduce -5.5% |
| ABBV Abbvie Inc. | 0.92% | 51,744 | $11.0M | Reduce -21.0% |
| PG The Procter & Gamble Co. | 0.90% | 62,328 | $10.7M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.89% | 18,986 | $10.5M | Reduce -6.8% |
| NFLX Netflix Inc. | 0.87% | 11,004 | $10.4M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.86% | 60,688 | $10.2M | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.75% | 74,367 | $8.9M | Reduce -5.5% |
| WMT Walmart Inc. | 0.73% | 97,178 | $8.6M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 14,765 | $7.9M | Reduce -7.9% |
| HD Home Depot Inc. | 0.67% | 21,396 | $7.9M | Reduce -14.5% |
| ADP Automatic Data Processing | 0.65% | 24,817 | $7.7M | Reduce -14.3% |
| PEP Pepsico Inc. | 0.64% | 50,247 | $7.6M | Reduce -6.7% |
| CVX Chevron Corp. | 0.63% | 44,436 | $7.5M | Add +3.5% |
| CRM Salesforce Inc. | 0.61% | 26,833 | $7.3M | Reduce -12.7% |
| QCOM Qualcomm Inc. | 0.57% | 43,462 | $6.7M | Reduce -9.8% |
| BKNG Booking Holdings Inc. | 0.57% | 1,441 | $6.7M | Reduce -3.5% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 32,654 | $6.6M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 154,586 | $6.5M | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.53% | 100,642 | $6.3M | Add +1.1% |
| PGR Progressive Corp. | 0.52% | 21,388 | $6.1M | Reduce -21.7% |
| ABT Abbott Laboratories | 0.48% | 42,648 | $5.7M | Reduce -4.2% |
| VZ Verizon Communications Inc. | 0.47% | 121,473 | $5.6M | Add +9.8% |
| MCD McDonald's Corp. | 0.47% | 17,600 | $5.6M | Add +0.5% |
| AXP American Express Co. | 0.47% | 20,341 | $5.5M | Reduce -8.3% |
| AMGN Amgen Inc. | 0.45% | 17,063 | $5.4M | Reduce -15.3% |
| MRK Merck & Co. Inc. | 0.45% | 59,092 | $5.4M | Add +16.7% |
| INTU Intuit Inc. | 0.45% | 8,630 | $5.4M | Reduce -18.6% |
| GILD Gilead Sciences Inc. | 0.44% | 46,482 | $5.3M | Reduce -24.5% |
| ACN Accenture PLC Class A | 0.44% | 16,621 | $5.2M | Reduce -12.1% |
| WFC Wells Fargo & Co. | 0.44% | 71,572 | $5.2M | Reduce -13.7% |
| ISRG Intuitive Surgical Inc. | 0.44% | 10,330 | $5.2M | Add +31.7% |
| ADBE Adobe Inc. | 0.43% | 13,260 | $5.1M | Reduce -12.5% |
| ORCL Oracle Corp. | 0.42% | 35,137 | $5.0M | Reduce -5.9% |
| AWK American Water Works Co. Inc. | 0.41% | 32,715 | $4.9M | Reduce -9.8% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 78,605 | $4.8M | Reduce -35.7% |
| PFE Pfizer Inc. | 0.41% | 188,872 | $4.8M | Reduce -8.4% |
| WPM Wheaton Precious Metals Corp. | 0.41% | 61,403 | $4.8M | Add +396.3% |
| CMCSA Comcast Corp. Class A | 0.40% | 128,451 | $4.8M | Reduce -17.7% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 56,010 | $4.8M | Add +1.6% |
| EIX Edison International | 0.39% | 78,561 | $4.7M | Add +78.5% |
| T AT&T Inc. | 0.39% | 161,964 | $4.6M | Add +8.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 46,260 | $4.6M | Reduce -13.2% |
| AMAT Applied Materials Inc. | 0.39% | 31,450 | $4.6M | Reduce -25.5% |
| EOG EOG Resources Inc. | 0.39% | 35,327 | $4.6M | Add +0.8% |
| KLAC KLA Corp. | 0.38% | 6,642 | $4.6M | Reduce -18.8% |
| C Citigroup Inc. | 0.38% | 62,872 | $4.5M | Add +0.3% |
| FISV Fiserv Inc. | 0.38% | 19,944 | $4.5M | Reduce -21.4% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 8,766 | $4.4M | Add +0.4% |
| MSI Motorola Solutions Inc. | 0.37% | 9,883 | $4.4M | Reduce -21.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 35,416 | $4.4M | Reduce -20.6% |
| CAT Caterpillar Inc. | 0.36% | 12,929 | $4.3M | Reduce -11.4% |
| SYK Stryker Corp. | 0.36% | 11,434 | $4.3M | Reduce -7.0% |
| TMUS T-Mobile US Inc. | 0.36% | 15,822 | $4.3M | Reduce -5.5% |
| BKR Baker Hughes Co. | 0.36% | 95,145 | $4.2M | Reduce -2.4% |
| MRSH Marsh & McLennan Cos | 0.36% | 17,133 | $4.2M | Reduce -21.8% |
| ECL Ecolab Inc. | 0.35% | 16,045 | $4.1M | Reduce -1.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.34% | 48,007 | $4.1M | Reduce -20.8% |
| ETN Eaton Corp. PLC | 0.34% | 14,752 | $4.1M | Reduce -20.8% |
| CME Cme Group Inc. | 0.34% | 15,090 | $4.0M | Reduce -4.8% |
| SHOP Shopify Inc. Class A | 0.34% | 41,475 | $4.0M | Reduce -20.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 15,649 | $3.9M | Add +8.2% |
| SHW The Sherwin-Williams Co. | 0.33% | 11,038 | $3.9M | Reduce -13.9% |
| ITW Illinois Tool Works | 0.33% | 15,534 | $3.9M | Reduce -3.6% |
| MS Morgan Stanley | 0.33% | 32,715 | $3.9M | Reduce -21.9% |
| SPGI S&P Global Inc. | 0.32% | 7,458 | $3.8M | Add +1.0% |
| TT Trane Technologies PLC | 0.32% | 11,137 | $3.8M | Reduce -6.6% |
| LRCX Lam Research Corp. | 0.31% | 49,343 | $3.6M | Reduce -9.8% |
| CI The Cigna Group | 0.31% | 10,887 | $3.6M | Reduce -36.1% |
| INVH Invitation Homes Inc. | 0.30% | 102,617 | $3.6M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.30% | 85,084 | $3.6M | Add +4.7% |
| MDT Medtronic PLC | 0.30% | 39,447 | $3.6M | Add +0.7% |
| ES Eversource Energy | 0.30% | 55,939 | $3.5M | Add +0.4% |
| ADI Analog Devices Inc. | 0.29% | 17,050 | $3.5M | Add +26.7% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 50,190 | $3.4M | Reduce -2.7% |
| RY Royal Bank of Canada | 0.29% | 30,192 | $3.4M | Add +21.3% |
| APH Amphenol Corp. Class A | 0.28% | 50,685 | $3.4M | Reduce -11.9% |
| BLK BlackRock Inc. | 0.28% | 3,464 | $3.3M | Reduce -45.7% |
| PLD Prologis Inc. | 0.28% | 29,174 | $3.3M | Reduce -3.8% |
| NOW ServiceNow Inc. | 0.26% | 3,800 | $3.1M | Reduce -16.3% |
| GEV GE Vernova Inc. | 0.25% | 9,763 | $3.0M | Reduce -16.9% |
| SPG Simon Property Group Inc. | 0.24% | 17,271 | $2.9M | Reduce -17.3% |
| HWM Howmet Aerospace Inc. | 0.24% | 21,886 | $2.9M | Reduce -17.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 5,825 | $2.9M | Reduce -12.3% |
| HES Hess Corp. | 0.24% | 17,582 | $2.8M | No change |
| COP Conocophillips | 0.24% | 26,619 | $2.8M | No change |
| AMP Ameriprise Financial Inc. | 0.24% | 5,767 | $2.8M | Reduce -17.5% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -11.6% | 5.26% | −1.12 |
| AVGO Broadcom Inc. | Reduce -25.4% | 1.15% | −0.70 |
| AAPL Apple Inc. | Reduce -10.4% | 6.47% | −0.58 |
| TSLA Tesla Inc. | Reduce -4.1% | 1.34% | −0.55 |
| DB Deutsche Bank AG-Registered | Reduce -89.9% | 0.08% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -9.5% | 3.40% | −0.35 |
| MSFT Microsoft Corp. | Reduce -9.0% | 5.03% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -9.1% | 1.69% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -7.1% | 1.58% | −0.21 |
| BLK BlackRock Inc. | Reduce -45.7% | 0.28% | −0.20 |
| AEM Agnico Eagle Mines Ltd. | Reduce -89.2% | 0.04% | −0.18 |
| MRVL Marvell Technology Inc. | Reduce -17.3% | 0.17% | −0.15 |
| CRM Salesforce Inc. | Reduce -12.7% | 0.61% | −0.14 |
| VRT Vertiv Holdings Co. Class A | Reduce -67.6% | 0.04% | −0.12 |
| TTD Trade Desk Inc./the Class A | Reduce -66.1% | 0.03% | −0.12 |
| AMAT Applied Materials Inc. | Reduce -25.5% | 0.39% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -20.8% | 0.34% | −0.11 |
| FCX Freeport-McMoran Inc. | Reduce -78.6% | 0.04% | −0.11 |
| APP AppLovin Corp. Class A | Reduce -31.1% | 0.21% | −0.11 |
| ANET Arista Networks Inc. | Reduce -16.0% | 0.22% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -35.7% | 0.41% | −0.10 |
| NOW ServiceNow Inc. | Reduce -16.3% | 0.26% | −0.10 |
| NBIX Neurocrine Biosciences Inc. | Reduce -79.0% | 0.02% | −0.09 |
| RTX RTX Corp. | Reduce -60.5% | 0.09% | −0.08 |
| TGT Target Corp. | Reduce -29.7% | 0.13% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -20.6% | 0.34% | −0.07 |
| HPE Hewlett Packard Enterprise | Reduce -93.9% | 0.00% | −0.07 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Reduce -12.5% | 0.43% | −0.06 |
| MS Morgan Stanley | Reduce -21.9% | 0.33% | −0.06 |
| GWW WW Grainger Inc. | Reduce -47.1% | 0.09% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -60.6% | 0.05% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -21.9% | 0.37% | −0.06 |
| ILMN Illumina Inc. | Reduce -21.0% | 0.07% | −0.06 |
| JLL Jones Lang Lasalle Inc. | Reduce -60.2% | 0.05% | −0.06 |
| FSM Fortuna Mining Corp. | Sold out | 0.00% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -74.3% | 0.02% | −0.06 |
| CTAS Cintas Corp. | Reduce -48.6% | 0.11% | −0.05 |
| JEF Jefferies Financial Group Inc. | Reduce -89.7% | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -14.5% | 0.67% | −0.05 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -12.1% | 0.44% | −0.05 |
| DIS The Walt Disney Co. | Reduce -13.2% | 0.39% | −0.05 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -53.0% | 0.03% | −0.05 |
| SYF Synchrony Financial | Reduce -21.3% | 0.13% | −0.05 |
| BURL Burlington Stores Inc. | Reduce -43.7% | 0.05% | −0.04 |
| CI The Cigna Group | Reduce -36.1% | 0.31% | −0.04 |
| ORCL Oracle Corp. | Reduce -5.9% | 0.42% | −0.04 |
| INTU Intuit Inc. | Reduce -18.6% | 0.45% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| WPM Wheaton Precious Metals Corp. | Add +396.3% | 0.41% | +0.35 |
| AMD Advanced Micro Devices | Add +1793.5% | 0.24% | +0.23 |
| CVX Chevron Corp. | Add +3.5% | 0.63% | +0.17 |
| GE General Electric | Add +1.4% | 0.56% | +0.16 |
| VZ Verizon Communications Inc. | Add +9.8% | 0.47% | +0.14 |
| T AT&T Inc. | Add +8.7% | 0.39% | +0.14 |
| EXPE Expedia Group Inc. | New | 0.14% | +0.14 |
| EIX Edison International | Add +78.5% | 0.39% | +0.14 |
| ISRG Intuitive Surgical Inc. | Add +31.7% | 0.44% | +0.13 |
| TAP Molson Coors Beverage Co. Class B | New | 0.12% | +0.12 |
| RS Reliance Inc. | Add +478.2% | 0.13% | +0.11 |
| OTEX Open Text Corp. | Add +926.0% | 0.11% | +0.10 |
| IBM Intl Business Machines Corp. | Add +8.2% | 0.33% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +1.6% | 0.40% | +0.10 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.53% | +0.09 |
| MCD McDonald's Corp. | Add +0.5% | 0.47% | +0.09 |
| SPOT Spotify Technology SA | Add +34.8% | 0.19% | +0.09 |
| PCG P G & E Corp. | Add +278.1% | 0.13% | +0.09 |
| SCHW Schwab (charles) Corp. | Add +42.7% | 0.21% | +0.09 |
| ADI Analog Devices Inc. | Add +26.7% | 0.29% | +0.08 |
| TXN Texas Instruments Inc. | Add +69.7% | 0.18% | +0.08 |
| MRK Merck & Co. Inc. | Add +16.7% | 0.45% | +0.08 |
| BEPC Brookfield Renewable Corp. | Add +236.1% | 0.10% | +0.07 |
| SLB SLB Ltd. | Add +4.7% | 0.30% | +0.07 |
| ABNB Airbnb Inc. Class A | Add +53.1% | 0.19% | +0.07 |
| MDT Medtronic PLC | Add +0.7% | 0.30% | +0.07 |
| OKE Oneok Inc. | New | 0.07% | +0.07 |
| BX Blackstone Inc. | Add +775.8% | 0.08% | +0.07 |
| EOG EOG Resources Inc. | Add +0.8% | 0.39% | +0.07 |
| RY Royal Bank of Canada | Add +21.3% | 0.29% | +0.07 |
| LOGI Logitech International-Reg | Add +58.8% | 0.15% | +0.07 |
| ED Consolidated Edison Inc. | Add +0.9% | 0.22% | +0.07 |
| REGN Regeneron Pharmaceuticals | Add +41.9% | 0.20% | +0.06 |
| ALC Alcon Inc. | Add +1247.4% | 0.07% | +0.06 |
| ES Eversource Energy | Add +0.4% | 0.30% | +0.06 |
| BSX Boston Scientific Corp. | Add +10.8% | 0.18% | +0.06 |
| HEI.A Heico Corp. Class A | New | 0.06% | +0.06 |
| C Citigroup Inc. | Add +0.3% | 0.38% | +0.05 |
| MELI MercadoLibre Inc. | Add +8.7% | 0.17% | +0.05 |
| MGM MGM Resorts International | New | 0.05% | +0.05 |
| SPGI S&P Global Inc. | Add +1.0% | 0.32% | +0.05 |
| ROP Roper Technologies Inc. | Add +1.3% | 0.21% | +0.05 |
| TPL Texas Pacific Land Corp. | Add +5.9% | 0.16% | +0.05 |
| PPC Pilgrim's Pride Corp. | New | 0.05% | +0.05 |
| STN Stantec Inc. | New | 0.05% | +0.05 |
| SE Sea Ltd.-ADR | Add +30.4% | 0.10% | +0.05 |
| GEN Gen Digital Inc. | Add +99.8% | 0.08% | +0.04 |
| COIN Coinbase Global Inc. Class A | Add +119.6% | 0.10% | +0.04 |
| EXE Expand Energy Corp. | New | 0.04% | +0.04 |
| IDXX Idexx Laboratories Inc. | Add +37.1% | 0.11% | +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 |