Plato Investment Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Plato Investment Management Ltd reported 516 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Apple (AAPL, 5.4%). Compared with Q1 2025, it opened 32 new positions, sold out of 44, added to 319 and reduced 100. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Unitedhealth (UNH, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001984475-25-000006 ↗ filed Aug 5, 2025
Holdings Value
Holdings 516 stocks · $1.3B
| NVDA Nvidia Corp. | 6.85% | 578,847 | $91.1M | Add +1.6% |
| MSFT Microsoft Corp. | 6.05% | 162,335 | $80.5M | Add +3.1% |
| AAPL Apple Inc. | 5.43% | 353,133 | $72.2M | Add +3.3% |
| AMZN Amazon.com Inc. | 3.51% | 213,680 | $46.7M | Add +1.8% |
| META Meta Platforms Inc. Class A | 2.79% | 50,429 | $37.1M | Add +1.9% |
| AVGO Broadcom Inc. | 2.17% | 104,984 | $28.8M | Add +29.9% |
| GOOGL Alphabet Inc. Class A | 1.73% | 131,412 | $23.1M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 1.60% | 120,309 | $21.3M | Add +1.4% |
| TSLA Tesla Inc. | 1.45% | 61,096 | $19.3M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 1.27% | 58,554 | $16.9M | Add +2.4% |
| V Visa Inc. Class A | 1.13% | 42,332 | $15.0M | Add +0.9% |
| NFLX Netflix Inc. | 1.11% | 11,044 | $14.7M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.02% | 17,492 | $13.6M | Add +6.3% |
| COST Costco Wholesale Corp. | 0.90% | 12,204 | $12.0M | Add +0.3% |
| KO The Coca-Cola Co. | 0.82% | 154,608 | $10.9M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.80% | 19,022 | $10.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.74% | 62,420 | $9.9M | Add +0.1% |
| JNJ Johnson & Johnson | 0.74% | 65,051 | $9.9M | Add +7.2% |
| WMT Walmart Inc. | 0.73% | 100,343 | $9.8M | Add +3.3% |
| ABBV Abbvie Inc. | 0.73% | 52,154 | $9.6M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 18,645 | $9.0M | Add +26.3% |
| CRM Salesforce Inc. | 0.66% | 32,416 | $8.8M | Add +20.8% |
| ORCL Oracle Corp. | 0.64% | 38,864 | $8.5M | Add +10.6% |
| BKNG Booking Holdings Inc. | 0.63% | 1,452 | $8.4M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 177,604 | $8.4M | Add +14.9% |
| HD Home Depot Inc. | 0.61% | 22,383 | $8.2M | Add +4.6% |
| XOM Exxon Mobil Corp. | 0.61% | 75,056 | $8.1M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.59% | 30,606 | $7.8M | Reduce -6.3% |
| PLTR Palantir Technologies Inc. Class A | 0.58% | 56,791 | $7.7M | Add +1.4% |
| ADP Automatic Data Processing | 0.58% | 24,903 | $7.7M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 60,801 | $7.5M | Add +31.4% |
| INTU Intuit Inc. | 0.54% | 9,174 | $7.2M | Add +6.3% |
| CSCO Cisco Systems Inc. | 0.53% | 101,154 | $7.0M | Add +0.5% |
| AXP American Express Co. | 0.52% | 21,816 | $6.9M | Add +7.3% |
| QCOM Qualcomm Inc. | 0.52% | 43,430 | $6.9M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.51% | 51,875 | $6.8M | Add +3.2% |
| CVX Chevron Corp. | 0.48% | 45,068 | $6.4M | Add +1.4% |
| ADBE Adobe Inc. | 0.46% | 15,702 | $6.1M | Add +18.4% |
| UNH Unitedhealth Group Inc. | 0.45% | 19,274 | $6.0M | Reduce -10.6% |
| KLAC KLA Corp. | 0.45% | 6,673 | $6.0M | Add +0.5% |
| WPM Wheaton Precious Metals Corp. | 0.45% | 66,357 | $5.9M | Add +8.1% |
| ABT Abbott Laboratories | 0.43% | 42,681 | $5.8M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.43% | 31,596 | $5.8M | Add +0.5% |
| WFC Wells Fargo & Co. | 0.43% | 71,929 | $5.7M | Add +0.5% |
| PGR Progressive Corp. | 0.42% | 21,121 | $5.6M | Reduce -1.3% |
| ISRG Intuitive Surgical Inc. | 0.42% | 10,337 | $5.6M | Add +0.1% |
| C Citigroup Inc. | 0.41% | 64,792 | $5.5M | Add +3.0% |
| VZ Verizon Communications Inc. | 0.41% | 126,700 | $5.5M | Add +4.3% |
| SPGI S&P Global Inc. | 0.41% | 10,257 | $5.4M | Add +37.5% |
| CAT Caterpillar Inc. | 0.40% | 13,768 | $5.3M | Add +6.5% |
| ACN Accenture PLC Class A | 0.40% | 17,806 | $5.3M | Add +7.1% |
| ETN Eaton Corp. PLC | 0.40% | 14,830 | $5.3M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 17,896 | $5.3M | Add +14.4% |
| MCD McDonald's Corp. | 0.39% | 17,998 | $5.2M | Add +2.3% |
| PFE Pfizer Inc. | 0.39% | 212,518 | $5.1M | Add +12.5% |
| GEV GE Vernova Inc. | 0.38% | 9,525 | $5.0M | Reduce -2.4% |
| AMGN Amgen Inc. | 0.38% | 18,046 | $5.0M | Add +5.8% |
| AMD Advanced Micro Devices | 0.38% | 35,347 | $5.0M | Add +30.1% |
| MRK Merck & Co. Inc. | 0.37% | 63,127 | $5.0M | Add +6.8% |
| GILD Gilead Sciences Inc. | 0.37% | 44,414 | $4.9M | Reduce -4.5% |
| TT Trane Technologies PLC | 0.37% | 11,192 | $4.9M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.36% | 52,136 | $4.8M | Add +43.0% |
| LRCX Lam Research Corp. | 0.36% | 49,378 | $4.8M | Add +0.1% |
| T AT&T Inc. | 0.35% | 162,024 | $4.7M | Add +0.0% |
| MS Morgan Stanley | 0.35% | 32,860 | $4.6M | Add +0.4% |
| SYK Stryker Corp. | 0.34% | 11,600 | $4.6M | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.34% | 128,557 | $4.6M | Add +0.1% |
| ECL Ecolab Inc. | 0.33% | 16,417 | $4.4M | Add +2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 35,625 | $4.4M | Add +0.6% |
| NOW ServiceNow Inc. | 0.32% | 4,156 | $4.3M | Add +9.4% |
| EOG EOG Resources Inc. | 0.32% | 35,456 | $4.2M | Add +0.4% |
| CME Cme Group Inc. | 0.31% | 15,133 | $4.2M | Add +0.3% |
| AWK American Water Works Co. Inc. | 0.31% | 29,471 | $4.1M | Reduce -9.9% |
| ADI Analog Devices Inc. | 0.30% | 17,099 | $4.1M | Add +0.3% |
| EIX Edison International | 0.30% | 78,608 | $4.0M | Add +0.1% |
| MSI Motorola Solutions Inc. | 0.30% | 9,496 | $4.0M | Reduce -3.9% |
| RY Royal Bank of Canada | 0.30% | 30,231 | $4.0M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 9,734 | $3.9M | Add +11.0% |
| APH Amphenol Corp. Class A | 0.29% | 39,005 | $3.8M | Reduce -23.0% |
| ITW Illinois Tool Works | 0.29% | 15,548 | $3.8M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.29% | 11,168 | $3.8M | Add +1.2% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 82,194 | $3.8M | Add +4.6% |
| TMUS T-Mobile US Inc. | 0.28% | 15,821 | $3.8M | Reduce -0.0% |
| MRSH Marsh & McLennan Cos | 0.27% | 16,779 | $3.7M | Reduce -2.1% |
| BLK BlackRock Inc. | 0.27% | 3,467 | $3.6M | Add +0.1% |
| DHR Danaher Corp. | 0.27% | 18,224 | $3.6M | Add +39.9% |
| SPOT Spotify Technology SA | 0.27% | 4,661 | $3.6M | Add +12.1% |
| ES Eversource Energy | 0.27% | 55,967 | $3.5M | Add +0.1% |
| MDT Medtronic PLC | 0.26% | 40,280 | $3.5M | Add +2.1% |
| TEL Te Connectivity PLC | 0.26% | 20,784 | $3.5M | Add +66.9% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 51,680 | $3.5M | Add +3.0% |
| ANET Arista Networks Inc. | 0.26% | 33,352 | $3.4M | Add +0.3% |
| INVH Invitation Homes Inc. | 0.25% | 102,631 | $3.4M | Add +0.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.24% | 35,730 | $3.2M | Reduce -25.6% |
| FISV Fiserv Inc. | 0.24% | 18,419 | $3.2M | Reduce -7.7% |
| SCHW Schwab (charles) Corp. | 0.23% | 34,275 | $3.1M | Add +11.1% |
| CI The Cigna Group | 0.23% | 9,458 | $3.1M | Reduce -13.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 92,146 | $3.1M | Add +8.3% |
| PLD Prologis Inc. | 0.23% | 29,543 | $3.1M | Add +1.3% |
| MELI MercadoLibre Inc. | 0.23% | 1,180 | $3.1M | Add +13.7% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -10.6% | 0.45% | −0.51 |
| KGC Kinross Gold Corp. | Sold out | 0.00% | −0.23 |
| TRI Thomson Reuters Corp. | Reduce -95.3% | 0.01% | −0.19 |
| SHOP Shopify Inc. Class A | Reduce -48.4% | 0.18% | −0.15 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −0.15 |
| FISV Fiserv Inc. | Reduce -7.7% | 0.24% | −0.14 |
| BKR Baker Hughes Co. | Reduce -17.3% | 0.23% | −0.13 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.11 |
| NTRS Northern Trust Corp. | Reduce -99.6% | 0.00% | −0.11 |
| AWK American Water Works Co. Inc. | Reduce -9.9% | 0.31% | −0.10 |
| OTEX Open Text Corp. | Reduce -94.3% | 0.01% | −0.10 |
| BEPC Brookfield Renewable Corp. | Sold out | 0.00% | −0.10 |
| BNY Bank of New York Mellon Corp. | Reduce -25.6% | 0.24% | −0.10 |
| LHX L3HARRIS Technologies Inc. | Reduce -65.3% | 0.05% | −0.10 |
| PGR Progressive Corp. | Reduce -1.3% | 0.42% | −0.09 |
| MPWR Monolithic Power Systems Inc. | Reduce -54.4% | 0.09% | −0.09 |
| CCI Crown Castle Inc. | Reduce -68.5% | 0.03% | −0.09 |
| CHKP Check Point Software Tech | Reduce -68.7% | 0.03% | −0.09 |
| MRSH Marsh & McLennan Cos | Reduce -2.1% | 0.27% | −0.08 |
| BAH Booz Allen Hamilton Holdings | Reduce -88.8% | 0.01% | −0.08 |
| LOGI Logitech International-Reg | Reduce -51.0% | 0.07% | −0.08 |
| TMUS T-Mobile US Inc. | Reduce -0.0% | 0.28% | −0.08 |
| TAP Molson Coors Beverage Co. Class B | Reduce -50.7% | 0.04% | −0.08 |
| AMP Ameriprise Financial Inc. | Reduce -29.9% | 0.16% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -4.5% | 0.37% | −0.07 |
| TPL Texas Pacific Land Corp. | Reduce -23.3% | 0.08% | −0.07 |
| GLPI Gaming and Leisure Propertie | Reduce -99.5% | 0.00% | −0.07 |
| CI The Cigna Group | Reduce -13.1% | 0.23% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -3.9% | 0.30% | −0.07 |
| WTW Willis Towers Watson PLC | Reduce -61.0% | 0.03% | −0.07 |
| PCAR Paccar Inc. | Reduce -36.8% | 0.08% | −0.07 |
| MMM 3M Co. | Reduce -61.0% | 0.04% | −0.07 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.07 |
| SSNC Ss&c Technologies Holdings | Reduce -46.6% | 0.06% | −0.07 |
| COP Conocophillips | Reduce -2.8% | 0.17% | −0.06 |
| HES Hess Corp. | Reduce -3.8% | 0.18% | −0.06 |
| NVR NVR Inc. | Reduce -38.2% | 0.08% | −0.06 |
| OTIS Otis Worldwide Corp. | Reduce -16.3% | 0.14% | −0.06 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.1% | 0.52% | −0.05 |
| XYZ Block Inc. | Reduce -66.4% | 0.03% | −0.05 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.05 |
| MOH Molina Healthcare Inc. | Reduce -96.3% | 0.00% | −0.05 |
| F Ford Motor Co. | Reduce -49.4% | 0.04% | −0.04 |
| GDDY GoDaddy Inc. Class A | Reduce -31.9% | 0.06% | −0.04 |
| HWM Howmet Aerospace Inc. | Reduce -33.3% | 0.20% | −0.04 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.04 |
| WBA Walgreens Boots Alliance Inc. | Reduce -35.2% | 0.05% | −0.04 |
| OMC Omnicom Group | Reduce -17.7% | 0.06% | −0.03 |
| AON Aon PLC Class A | Reduce -0.1% | 0.13% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.6% | 6.85% | +1.59 |
| MSFT Microsoft Corp. | Add +3.1% | 6.05% | +1.02 |
| AVGO Broadcom Inc. | Add +29.9% | 2.17% | +1.01 |
| META Meta Platforms Inc. Class A | Add +1.9% | 2.79% | +0.36 |
| NFLX Netflix Inc. | Add +0.4% | 1.11% | +0.23 |
| TD Toronto-Dominion Bank | New | 0.22% | +0.22 |
| ORCL Oracle Corp. | Add +10.6% | 0.64% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Add +1.4% | 0.58% | +0.18 |
| DIS The Walt Disney Co. | Add +31.4% | 0.56% | +0.18 |
| UBER Uber Technologies Inc. | Add +43.0% | 0.36% | +0.14 |
| AMD Advanced Micro Devices | Add +30.1% | 0.38% | +0.14 |
| TSLA Tesla Inc. | Add +0.8% | 1.45% | +0.12 |
| TEL Te Connectivity PLC | Add +66.9% | 0.26% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.8% | 3.51% | +0.11 |
| STN Stantec Inc. | Add +169.1% | 0.15% | +0.10 |
| AEM Agnico Eagle Mines Ltd. | Add +272.1% | 0.14% | +0.10 |
| KEYS Keysight Technologies Inc. | Add +210.9% | 0.14% | +0.10 |
| GIB Cgi Inc. | Add +588.8% | 0.11% | +0.09 |
| INTU Intuit Inc. | Add +6.3% | 0.54% | +0.09 |
| ROK Rockwell Automation Inc. | Add +59166.7% | 0.09% | +0.09 |
| SUI Sun Communities Inc. | New | 0.09% | +0.09 |
| CEG Constellation Energy | Add +187.3% | 0.11% | +0.09 |
| FCX Freeport-McMoran Inc. | Add +231.3% | 0.12% | +0.08 |
| EA Electronic Arts Inc. | Add +1058.2% | 0.09% | +0.08 |
| SPGI S&P Global Inc. | Add +37.5% | 0.41% | +0.08 |
| BAC Bank of America Corp. | Add +14.9% | 0.63% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 1.27% | +0.08 |
| SPOT Spotify Technology SA | Add +12.1% | 0.27% | +0.07 |
| LOW Lowe's Cos Inc. | Add +76.2% | 0.22% | +0.07 |
| JBL Jabil Inc. | Add +108.0% | 0.10% | +0.07 |
| YUM Yum! Brands Inc. | Add +2631.3% | 0.07% | +0.07 |
| DD Dupont DE Nemours Inc. | Add +1333.8% | 0.07% | +0.07 |
| KMX Carmax Inc. | New | 0.07% | +0.07 |
| DT Dynatrace Inc. | Add +290.9% | 0.09% | +0.07 |
| SE Sea Ltd.-ADR | Add +52.0% | 0.17% | +0.07 |
| BKNG Booking Holdings Inc. | Add +0.8% | 0.63% | +0.06 |
| IBM Intl Business Machines Corp. | Add +14.4% | 0.40% | +0.06 |
| KLAC KLA Corp. | Add +0.5% | 0.45% | +0.06 |
| NOW ServiceNow Inc. | Add +9.4% | 0.32% | +0.06 |
| MELI MercadoLibre Inc. | Add +13.7% | 0.23% | +0.06 |
| APO Apollo Global Management Inc. | Add +15431.4% | 0.06% | +0.06 |
| MFC Manulife Financial Corp. | Add +149.0% | 0.10% | +0.06 |
| CTSH Cognizant Tech Solutions-A | Add +926.1% | 0.06% | +0.06 |
| HUBS HubSpot Inc. | Add +249.5% | 0.08% | +0.06 |
| AXP American Express Co. | Add +7.3% | 0.52% | +0.06 |
| ETN Eaton Corp. PLC | Add +0.5% | 0.40% | +0.06 |
| LRCX Lam Research Corp. | Add +0.1% | 0.36% | +0.05 |
| EL Estee Lauder Companies Class A | Add +157.7% | 0.08% | +0.05 |
| ARE Alexandria Real Estate Equit | New | 0.05% | +0.05 |
| LEN Lennar Corp. Class A | Add +150.7% | 0.09% | +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 |