Plato Investment Management Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Plato Investment Management Ltd reported 516 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Apple (AAPL, 6.2%) and Microsoft (MSFT, 5.8%). Compared with Q2 2025, it opened 30 new positions, sold out of 30, added to 162 and reduced 82. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Synopsys (SNPS, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001984475-25-000011 ↗ filed Nov 5, 2025
Holdings Value
Holdings 516 stocks · $1.5B
| NVDA Nvidia Corp. | 7.41% | 590,392 | $109.3M | Add +2.0% |
| AAPL Apple Inc. | 6.16% | 359,781 | $90.9M | Add +1.9% |
| MSFT Microsoft Corp. | 5.83% | 167,329 | $86.0M | Add +3.1% |
| AMZN Amazon.com Inc. | 3.25% | 219,935 | $47.9M | Add +2.9% |
| META Meta Platforms Inc. Class A | 2.54% | 51,425 | $37.5M | Add +2.0% |
| AVGO Broadcom Inc. | 2.42% | 108,962 | $35.7M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 2.27% | 139,063 | $33.5M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 1.97% | 120,309 | $29.1M | No change |
| TSLA Tesla Inc. | 1.90% | 63,412 | $28.0M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.26% | 59,440 | $18.6M | Add +1.5% |
| V Visa Inc. Class A | 0.98% | 42,589 | $14.4M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.90% | 17,492 | $13.2M | No change |
| NFLX Netflix Inc. | 0.89% | 11,096 | $13.2M | Add +0.5% |
| JNJ Johnson & Johnson | 0.87% | 69,456 | $12.8M | Add +6.8% |
| ABBV Abbvie Inc. | 0.83% | 53,479 | $12.3M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.80% | 20,966 | $11.8M | Add +10.2% |
| COST Costco Wholesale Corp. | 0.76% | 12,287 | $11.3M | Add +0.7% |
| ORCL Oracle Corp. | 0.73% | 38,683 | $10.8M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.70% | 157,754 | $10.4M | Add +2.0% |
| WMT Walmart Inc. | 0.70% | 100,343 | $10.3M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.68% | 55,780 | $10.1M | Reduce -1.8% |
| HD Home Depot Inc. | 0.67% | 24,426 | $9.8M | Add +9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 19,390 | $9.7M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.65% | 62,929 | $9.6M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.63% | 30,973 | $9.2M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 177,604 | $9.1M | No change |
| CRM Salesforce Inc. | 0.59% | 36,747 | $8.6M | Add +13.4% |
| CVX Chevron Corp. | 0.57% | 54,955 | $8.5M | Add +21.9% |
| PEP Pepsico Inc. | 0.57% | 60,689 | $8.5M | Add +17.0% |
| XOM Exxon Mobil Corp. | 0.57% | 75,056 | $8.4M | No change |
| BKNG Booking Holdings Inc. | 0.56% | 1,531 | $8.2M | Add +5.4% |
| WPM Wheaton Precious Metals Corp. | 0.50% | 66,806 | $7.4M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.50% | 44,357 | $7.3M | Add +2.1% |
| ADP Automatic Data Processing | 0.49% | 24,903 | $7.3M | No change |
| CSCO Cisco Systems Inc. | 0.49% | 105,940 | $7.2M | Add +4.7% |
| AXP American Express Co. | 0.49% | 21,799 | $7.2M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 62,391 | $7.1M | Add +2.6% |
| CAT Caterpillar Inc. | 0.46% | 14,447 | $6.8M | Add +4.9% |
| ADBE Adobe Inc. | 0.46% | 19,220 | $6.7M | Add +22.4% |
| KLAC KLA Corp. | 0.46% | 6,277 | $6.7M | Reduce -5.9% |
| LRCX Lam Research Corp. | 0.45% | 50,308 | $6.7M | Add +1.9% |
| INTU Intuit Inc. | 0.45% | 9,854 | $6.7M | Add +7.4% |
| C Citigroup Inc. | 0.44% | 64,792 | $6.5M | No change |
| UNH Unitedhealth Group Inc. | 0.44% | 18,877 | $6.5M | Reduce -2.1% |
| CMCSA Comcast Corp. Class A | 0.42% | 200,122 | $6.2M | Add +55.7% |
| VZ Verizon Communications Inc. | 0.41% | 138,387 | $6.0M | Add +9.2% |
| WFC Wells Fargo & Co. | 0.41% | 71,929 | $6.0M | No change |
| GEV GE Vernova Inc. | 0.40% | 9,785 | $6.0M | Add +2.7% |
| AMD Advanced Micro Devices | 0.40% | 36,694 | $5.9M | Add +3.8% |
| AMGN Amgen Inc. | 0.39% | 20,304 | $5.7M | Add +12.5% |
| ABT Abbott Laboratories | 0.38% | 42,681 | $5.7M | No change |
| MRK Merck & Co. Inc. | 0.38% | 68,054 | $5.7M | Add +7.8% |
| ETN Eaton Corp. PLC | 0.38% | 15,154 | $5.6M | Add +2.2% |
| GILD Gilead Sciences Inc. | 0.38% | 51,082 | $5.6M | Add +15.0% |
| APP AppLovin Corp. Class A | 0.38% | 7,836 | $5.6M | Add +4.0% |
| MCD McDonald's Corp. | 0.38% | 18,446 | $5.6M | Add +2.5% |
| PFE Pfizer Inc. | 0.38% | 219,270 | $5.5M | Add +3.2% |
| MS Morgan Stanley | 0.37% | 34,595 | $5.5M | Add +5.3% |
| SCHW Schwab (charles) Corp. | 0.37% | 57,039 | $5.4M | Add +66.4% |
| SPGI S&P Global Inc. | 0.35% | 10,819 | $5.2M | Add +5.5% |
| PGR Progressive Corp. | 0.35% | 21,121 | $5.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 35,943 | $5.2M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 17,896 | $5.0M | No change |
| UBER Uber Technologies Inc. | 0.34% | 51,191 | $5.0M | Reduce -1.8% |
| UBS UBS Group AG-Reg | 0.33% | 120,920 | $4.9M | Add +43.2% |
| EOG EOG Resources Inc. | 0.33% | 43,748 | $4.9M | Add +23.4% |
| AMAT Applied Materials Inc. | 0.32% | 23,430 | $4.8M | Reduce -25.9% |
| MU Micron Technology Inc. | 0.32% | 28,574 | $4.7M | Add +55.4% |
| ISRG Intuitive Surgical Inc. | 0.32% | 10,670 | $4.7M | Add +3.2% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 9,734 | $4.7M | No change |
| SHOP Shopify Inc. Class A | 0.31% | 30,834 | $4.5M | Add +44.2% |
| T AT&T Inc. | 0.31% | 162,024 | $4.5M | No change |
| TEL Te Connectivity PLC | 0.31% | 20,784 | $4.5M | No change |
| NOW ServiceNow Inc. | 0.31% | 4,955 | $4.5M | Add +19.2% |
| ECL Ecolab Inc. | 0.30% | 16,417 | $4.5M | No change |
| ACN Accenture PLC Class A | 0.30% | 18,112 | $4.4M | Add +1.7% |
| RY Royal Bank of Canada | 0.30% | 30,112 | $4.4M | Reduce -0.4% |
| ADI Analog Devices Inc. | 0.29% | 17,820 | $4.3M | Add +4.2% |
| APH Amphenol Corp. Class A | 0.29% | 35,110 | $4.3M | Reduce -10.0% |
| MSI Motorola Solutions Inc. | 0.29% | 9,486 | $4.3M | Reduce -0.1% |
| CME Cme Group Inc. | 0.29% | 15,917 | $4.3M | Add +5.2% |
| SYK Stryker Corp. | 0.29% | 11,600 | $4.3M | No change |
| ANET Arista Networks Inc. | 0.29% | 29,252 | $4.2M | Reduce -12.3% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 93,470 | $4.2M | Add +13.7% |
| BLK BlackRock Inc. | 0.28% | 3,581 | $4.1M | Add +3.3% |
| AWK American Water Works Co. Inc. | 0.28% | 29,471 | $4.1M | No change |
| TT Trane Technologies PLC | 0.28% | 9,719 | $4.1M | Reduce -13.2% |
| MDT Medtronic PLC | 0.27% | 42,585 | $4.0M | Add +5.7% |
| ITW Illinois Tool Works | 0.27% | 15,548 | $4.0M | No change |
| ES Eversource Energy | 0.27% | 55,967 | $4.0M | No change |
| SHW The Sherwin-Williams Co. | 0.26% | 11,340 | $3.9M | Add +1.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.26% | 35,811 | $3.9M | Add +0.2% |
| EIX Edison International | 0.26% | 70,020 | $3.8M | Reduce -10.9% |
| BKR Baker Hughes Co. | 0.26% | 78,713 | $3.8M | No change |
| TMUS T-Mobile US Inc. | 0.25% | 15,826 | $3.8M | Add +0.0% |
| CVS CVS Health Corp. | 0.25% | 49,909 | $3.7M | Add +22.5% |
| SPG Simon Property Group Inc. | 0.25% | 19,853 | $3.7M | Add +10.2% |
| CLS Celestica Inc. | 0.25% | 15,046 | $3.7M | Add +154.5% |
| LOW Lowe's Cos Inc. | 0.24% | 14,386 | $3.6M | Add +9.3% |
| DHR Danaher Corp. | 0.24% | 18,224 | $3.6M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SNPS Synopsys Inc. | Reduce -98.0% | 0.00% | −0.18 |
| HES Hess Corp. | Sold out | 0.00% | −0.18 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.17 |
| SPOT Spotify Technology SA | Reduce -33.6% | 0.15% | −0.12 |
| FCX Freeport-McMoran Inc. | Reduce -98.5% | 0.00% | −0.12 |
| AMAT Applied Materials Inc. | Reduce -25.9% | 0.32% | −0.11 |
| TT Trane Technologies PLC | Reduce -13.2% | 0.28% | −0.09 |
| ELV Elevance Health Inc. | Reduce -38.6% | 0.07% | −0.08 |
| FNV Franco-Nevada Corp. | Reduce -91.8% | 0.01% | −0.08 |
| KMX Carmax Inc. | Reduce -99.6% | 0.00% | −0.07 |
| MGM MGM Resorts International | Reduce -99.4% | 0.00% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.05 |
| EPAM Epam Systems Inc. | Reduce -99.3% | 0.00% | −0.05 |
| CNC Centene Corp. | Reduce -28.9% | 0.04% | −0.05 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.05 |
| SUI Sun Communities Inc. | Reduce -46.6% | 0.04% | −0.05 |
| ARE Alexandria Real Estate Equit | Reduce -86.2% | 0.01% | −0.04 |
| EIX Edison International | Reduce -10.9% | 0.26% | −0.04 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.04 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.04 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.04 |
| BN Brookfield Corp. | Reduce -37.2% | 0.06% | −0.04 |
| ILMN Illumina Inc. | Reduce -41.9% | 0.04% | −0.04 |
| SE Sea Ltd.-ADR | Reduce -21.9% | 0.13% | −0.04 |
| TTD Trade Desk Inc./the Class A | Reduce -77.1% | 0.01% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -18.7% | 0.13% | −0.04 |
| AXP American Express Co. | Reduce -0.1% | 0.49% | −0.03 |
| ROKU Roku Inc. | Reduce -99.3% | 0.00% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -22.7% | 0.04% | −0.03 |
| TGT Target Corp. | Reduce -4.9% | 0.11% | −0.03 |
| MANH Manhattan Associates Inc. | Reduce -99.8% | 0.00% | −0.03 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -33.5% | 0.05% | −0.03 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.03 |
| OVV Ovintiv Inc. | Reduce -99.8% | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -1.8% | 0.34% | −0.03 |
| DELL Dell Technologies -C | Reduce -36.1% | 0.05% | −0.03 |
| UPS United Parcel Service Class B | Reduce -50.0% | 0.02% | −0.03 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.02 |
| BEN Franklin Templeton Inc. | Reduce -57.1% | 0.01% | −0.02 |
| SNOW Snowflake Inc. | Reduce -12.2% | 0.09% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -26.0% | 0.07% | −0.02 |
| LNG Cheniere Energy Inc. | Reduce -98.8% | 0.00% | −0.02 |
| RAL Ralliant Corp. | Sold out | 0.00% | −0.02 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -18.4% | 0.05% | −0.02 |
| TECH Bio-Techne Corp. | Sold out | 0.00% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -7.8% | 0.13% | −0.02 |
| PINS Pinterest Inc. Class A | Reduce -5.3% | 0.05% | −0.02 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.9% | 6.16% | +0.73 |
| NVDA Nvidia Corp. | Add +2.0% | 7.41% | +0.56 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 2.27% | +0.54 |
| TSLA Tesla Inc. | Add +3.8% | 1.90% | +0.44 |
| AVGO Broadcom Inc. | Add +3.8% | 2.42% | +0.25 |
| APP AppLovin Corp. Class A | Add +4.0% | 0.38% | +0.18 |
| CLS Celestica Inc. | Add +154.5% | 0.25% | +0.18 |
| MU Micron Technology Inc. | Add +55.4% | 0.32% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | Add +323.1% | 0.17% | +0.14 |
| SCHW Schwab (charles) Corp. | Add +66.4% | 0.37% | +0.13 |
| LOGI Logitech International-Reg | Add +166.6% | 0.20% | +0.13 |
| MGA Magna International Inc. | New | 0.13% | +0.13 |
| SHOP Shopify Inc. Class A | Add +44.2% | 0.31% | +0.12 |
| JNJ Johnson & Johnson | Add +6.8% | 0.87% | +0.12 |
| UBS UBS Group AG-Reg | Add +43.2% | 0.33% | +0.12 |
| KGC Kinross Gold Corp. | New | 0.11% | +0.11 |
| CCI Crown Castle Inc. | Add +400.3% | 0.14% | +0.11 |
| ABBV Abbvie Inc. | Add +2.5% | 0.83% | +0.11 |
| LRCX Lam Research Corp. | Add +1.9% | 0.45% | +0.09 |
| CVX Chevron Corp. | Add +21.9% | 0.57% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | Add +27.1% | 0.22% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +55.7% | 0.42% | +0.08 |
| KHC The Kraft Heinz Co. | Add +226.9% | 0.11% | +0.07 |
| BX Blackstone Inc. | Add +88.3% | 0.14% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +272.7% | 0.09% | +0.07 |
| CAT Caterpillar Inc. | Add +4.9% | 0.46% | +0.06 |
| PEP Pepsico Inc. | Add +17.0% | 0.57% | +0.06 |
| TIGO Millicom Intl Cellular S.A. | New | 0.06% | +0.06 |
| WPM Wheaton Precious Metals Corp. | Add +0.7% | 0.50% | +0.06 |
| TPR Tapestry Inc. | New | 0.05% | +0.05 |
| HD Home Depot Inc. | Add +9.1% | 0.67% | +0.05 |
| RJF Raymond James Financial Inc. | Add +2000.9% | 0.05% | +0.05 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +19.3% | 0.15% | +0.05 |
| LVS Las Vegas Sands Corp. | New | 0.05% | +0.05 |
| WST West Pharmaceutical Services | New | 0.04% | +0.04 |
| BNS Bank of Nova Scotia | Add +56.1% | 0.11% | +0.04 |
| ROP Roper Technologies Inc. | Add +58.3% | 0.22% | +0.04 |
| CVS CVS Health Corp. | Add +22.5% | 0.25% | +0.04 |
| RF Regions Financial Corp. | Add +40672.4% | 0.04% | +0.04 |
| APO Apollo Global Management Inc. | Add +100.3% | 0.10% | +0.04 |
| GE General Electric | Add +1.2% | 0.63% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +82.0% | 0.15% | +0.04 |
| DB Deutsche Bank AG-Registered | Add +41.1% | 0.12% | +0.03 |
| JBL Jabil Inc. | Add +48.3% | 0.14% | +0.03 |
| BAH Booz Allen Hamilton Holdings | Add +461.7% | 0.04% | +0.03 |
| SPG Simon Property Group Inc. | Add +10.2% | 0.25% | +0.03 |
| MTB M & T Bank Corp. | Add +54.3% | 0.11% | +0.03 |
| TPC Tutor Perini Corp. | Add +5803.4% | 0.03% | +0.03 |
| GD General Dynamics Corp. | Add +1852.9% | 0.03% | +0.03 |
| TROW T Rowe Price Group Inc. | Add +35.8% | 0.13% | +0.03 |
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 |