Plato Investment Management Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Plato Investment Management Ltd reported 513 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 5.3%). Compared with Q3 2025, it opened 29 new positions, sold out of 33, added to 98 and reduced 168. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
SYDNEY, C3
CIK
0001984475
Portfolio Value
$1.5B (Q4 2025)
SEC Filing
0001984475-26-000001 ↗ filed Feb 4, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $967.2M Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.5B $1.5B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 513 stocks · $1.5B
NVDA Nvidia Corp. 7.19% 587,436 $110.1M Reduce -0.5%
AAPL Apple Inc. 6.40% 358,725 $98.0M Reduce -0.3%
MSFT Microsoft Corp. 5.30% 167,000 $81.2M Reduce -0.2%
AMZN Amazon.com Inc. 3.35% 220,692 $51.2M Add +0.3%
GOOGL Alphabet Inc. Class A 2.74% 133,254 $41.9M Reduce -4.2%
GOOG Alphabet Inc. Class C 2.51% 121,635 $38.4M Add +1.1%
AVGO Broadcom Inc. 2.49% 109,617 $38.1M Add +0.6%
META Meta Platforms Inc. Class A 2.20% 50,723 $33.6M Reduce -1.4%
TSLA Tesla Inc. 1.87% 63,269 $28.6M Reduce -0.2%
LLY Eli Lilly & Co. 1.28% 18,125 $19.6M Add +3.6%
JPM JPMorgan Chase & Co. 1.28% 60,310 $19.5M Add +1.5%
V Visa Inc. Class A 0.97% 42,211 $14.9M Reduce -0.9%
JNJ Johnson & Johnson 0.92% 67,817 $14.1M Reduce -2.4%
MA Mastercard Inc. Class A 0.78% 20,862 $12.0M Reduce -0.5%
ABBV Abbvie Inc. 0.76% 50,621 $11.6M Reduce -5.3%
WMT Walmart Inc. 0.72% 97,998 $11.0M Reduce -2.3%
KO The Coca-Cola Co. 0.70% 152,306 $10.7M Reduce -3.5%
COST Costco Wholesale Corp. 0.70% 12,287 $10.6M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.68% 187,505 $10.4M Add +5.6%
BRK.B Berkshire Hathaway Inc. Class B 0.63% 19,147 $9.7M Reduce -1.3%
CRM Salesforce Inc. 0.62% 35,749 $9.5M Reduce -2.7%
GE General Electric filed as GE AEROSPACE 0.62% 30,562 $9.5M Reduce -1.3%
NFLX Netflix Inc. 0.62% 100,005 $9.4M Reduce -9.9%
LRCX Lam Research Corp. 0.61% 54,297 $9.3M Add +7.9%
PLTR Palantir Technologies Inc. Class A 0.61% 51,834 $9.3M Reduce -7.1%
PG The Procter & Gamble Co. 0.60% 63,978 $9.2M Add +1.7%
PEP Pepsico Inc. 0.59% 62,386 $9.0M Add +2.8%
CSCO Cisco Systems Inc. 0.59% 115,836 $9.0M Add +9.3%
XOM Exxon Mobil Corp. 0.58% 73,701 $8.9M Reduce -1.8%
AMD Advanced Micro Devices 0.56% 39,972 $8.6M Add +8.9%
RY Royal Bank of Canada 0.54% 48,128 $8.3M Add +59.8%
C Citigroup Inc. 0.54% 70,298 $8.2M Add +8.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.53% 70,785 $8.1M Add +13.4%
BKNG Booking Holdings Inc. 0.53% 1,500 $8.1M Reduce -2.0%
MU Micron Technology Inc. 0.53% 28,017 $8.0M Reduce -1.9%
CAT Caterpillar Inc. 0.52% 13,799 $7.9M Reduce -4.5%
AXP American Express Co. 0.52% 21,313 $7.9M Reduce -2.2%
HD Home Depot Inc. 0.50% 21,993 $7.6M Reduce -10.0%
ORCL Oracle Corp. 0.48% 37,211 $7.3M Reduce -3.8%
QCOM Qualcomm Inc. 0.47% 41,904 $7.2M Reduce -5.5%
MRK Merck & Co. Inc. 0.47% 67,529 $7.1M Reduce -0.8%
WPM Wheaton Precious Metals Corp. 0.46% 59,810 $7.1M Reduce -10.5%
WFC Wells Fargo & Co. 0.46% 75,416 $7.1M Add +4.8%
MS Morgan Stanley 0.45% 39,016 $7.0M Add +12.8%
KLAC KLA Corp. 0.44% 5,541 $6.8M Reduce -11.7%
AMGN Amgen Inc. 0.44% 20,425 $6.7M Add +0.6%
ADBE Adobe Inc. 0.44% 18,982 $6.7M Reduce -1.2%
INTU Intuit Inc. 0.42% 9,712 $6.5M Reduce -1.4%
CMCSA Comcast Corp. Class A 0.42% 215,029 $6.5M Add +7.5%
UNH Unitedhealth Group Inc. 0.42% 19,276 $6.4M Add +2.1%
CVX Chevron Corp. 0.41% 41,110 $6.3M Reduce -25.2%
ISRG Intuitive Surgical Inc. 0.40% 10,670 $6.1M No change
ADP Automatic Data Processing 0.40% 23,383 $6.0M Reduce -6.1%
GILD Gilead Sciences Inc. 0.39% 48,855 $6.0M Reduce -4.4%
APH Amphenol Corp. Class A 0.39% 44,124 $6.0M Add +25.7%
SPGI S&P Global Inc. 0.39% 11,360 $6.0M Add +5.0%
VZ Verizon Communications Inc. 0.39% 145,415 $6.0M Add +5.1%
SCHW Schwab (charles) Corp. 0.37% 57,039 $5.7M No change
PFE Pfizer Inc. 0.37% 227,599 $5.7M Add +3.8%
UBS UBS Group AG-Reg 0.37% 120,920 $5.7M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.37% 36,702 $5.7M Add +2.1%
PGR Progressive Corp. 0.37% 24,663 $5.6M Add +16.8%
MCD McDonald's Corp. 0.36% 18,165 $5.6M Reduce -1.5%
TMO Thermo Fisher Scientific Inc. 0.36% 9,495 $5.5M Reduce -2.5%
ABT Abbott Laboratories 0.35% 42,681 $5.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 17,635 $5.2M Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.34% 95,353 $5.2M Add +2.0%
GEV GE Vernova Inc. 0.33% 7,721 $5.1M Reduce -21.1%
ACN Accenture PLC Class A 0.32% 18,112 $4.9M No change
ADI Analog Devices Inc. 0.32% 17,802 $4.9M Reduce -0.1%
ETN Eaton Corp. PLC 0.32% 15,154 $4.9M No change
TEL Te Connectivity PLC 0.31% 20,539 $4.7M Reduce -1.2%
LOGI Logitech International-Reg 0.30% 44,871 $4.6M Add +65.7%
KGC Kinross Gold Corp. 0.30% 161,995 $4.6M Add +135.9%
MDT Medtronic PLC 0.30% 47,088 $4.5M Add +10.6%
ECL Ecolab Inc. 0.28% 16,417 $4.3M No change
APP AppLovin Corp. Class A 0.28% 6,334 $4.3M Reduce -19.2%
CME Cme Group Inc. 0.28% 15,383 $4.2M Reduce -3.4%
ITW Illinois Tool Works 0.27% 16,984 $4.2M Add +9.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.27% 35,811 $4.2M No change
UBER Uber Technologies Inc. 0.27% 50,384 $4.1M Reduce -1.6%
EOG EOG Resources Inc. 0.27% 39,156 $4.1M Reduce -10.5%
PLD Prologis Inc. 0.27% 31,987 $4.1M Add +8.3%
BSX Boston Scientific Corp. 0.27% 42,706 $4.1M Add +49.5%
T AT&T Inc. 0.26% 162,024 $4.0M No change
SYK Stryker Corp. 0.26% 11,338 $4.0M Reduce -2.3%
DHR Danaher Corp. 0.26% 17,157 $3.9M Reduce -5.8%
CVS CVS Health Corp. 0.26% 49,470 $3.9M Reduce -0.9%
TD Toronto-Dominion Bank 0.25% 40,925 $3.9M No change
AWK American Water Works Co. Inc. 0.25% 29,471 $3.9M No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.25% 42,022 $3.8M No change
NOW ServiceNow Inc. 0.25% 24,805 $3.8M Add +0.1%
GM General Motors Co. 0.25% 46,091 $3.8M Add +5.9%
BLK BlackRock Inc. 0.24% 3,485 $3.7M Reduce -2.7%
ES Eversource Energy 0.24% 55,371 $3.7M Reduce -1.1%
MGA Magna International Inc. 0.24% 69,752 $3.7M Add +74.5%
SLB SLB Ltd. filed as SLB LIMITED 0.24% 97,002 $3.7M Add +1.5%
TT Trane Technologies PLC 0.24% 9,494 $3.7M Reduce -2.3%
AMAT Applied Materials Inc. 0.24% 14,309 $3.7M Reduce -38.9%
ANET Arista Networks Inc. 0.24% 27,836 $3.7M Reduce -4.8%

Show all 513 holdings

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -0.2% 5.30% −0.52
META Meta Platforms Inc. Class A Reduce -1.4% 2.20% −0.34
NFLX Netflix Inc. Reduce -9.9% 0.62% −0.28
ORCL Oracle Corp. Reduce -3.8% 0.48% −0.26
NVDA Nvidia Corp. Reduce -0.5% 7.19% −0.21
HD Home Depot Inc. Reduce -10.0% 0.50% −0.17
CVX Chevron Corp. Reduce -25.2% 0.41% −0.16
FISV Fiserv Inc. Reduce -68.2% 0.03% −0.14
SHOP Shopify Inc. Class A Reduce -40.8% 0.19% −0.11
HOOD Robinhood Markets Inc. Class A Reduce -47.5% 0.07% −0.10
APP AppLovin Corp. Class A Reduce -19.2% 0.28% −0.10
ADP Automatic Data Processing Reduce -6.1% 0.40% −0.10
AEM Agnico Eagle Mines Ltd. Reduce -40.9% 0.13% −0.09
BMRN Biomarin Pharmaceutical Inc. Reduce -92.5% 0.01% −0.09
SPG Simon Property Group Inc. Reduce -30.5% 0.17% −0.08
AMAT Applied Materials Inc. Reduce -38.9% 0.24% −0.08
PLTR Palantir Technologies Inc. Class A Reduce -7.1% 0.61% −0.08
JBL Jabil Inc. Reduce -55.9% 0.06% −0.08
GEV GE Vernova Inc. Reduce -21.1% 0.33% −0.07
ABBV Abbvie Inc. Reduce -5.3% 0.76% −0.07
CLS Celestica Inc. Reduce -39.3% 0.18% −0.07
VEEV Veeva Systems Inc. Class A Reduce -21.4% 0.10% −0.07
EIX Edison International Reduce -30.9% 0.19% −0.07
AZO AutoZone Inc. Reduce -67.0% 0.02% −0.07
DASH DoorDash Inc. Class A Reduce -24.6% 0.11% −0.07
UBER Uber Technologies Inc. Reduce -1.6% 0.27% −0.07
CVNA Carvana Co. Reduce -72.0% 0.03% −0.07
RBLX Roblox Corp. Class A Reduce -5.1% 0.07% −0.06
EOG EOG Resources Inc. Reduce -10.5% 0.27% −0.06
MSI Motorola Solutions Inc. Reduce -2.9% 0.23% −0.06
TIGO Millicom Intl Cellular S.A. Sold out 0.00% −0.06
PAAS Pan American Silver Corp. Sold out 0.00% −0.06
TFC Truist Financial Corp. Reduce -70.3% 0.02% −0.05
FAST Fastenal Co. Reduce -18.7% 0.09% −0.05
BN Brookfield Corp. Reduce -79.0% 0.01% −0.05
ANET Arista Networks Inc. Reduce -4.8% 0.24% −0.05
DD Dupont DE Nemours Inc. Reduce -24.6% 0.03% −0.05
MELI MercadoLibre Inc. Reduce -10.1% 0.14% −0.05
SNOW Snowflake Inc. Reduce -46.3% 0.04% −0.04
ALGN Align Technology Inc. Reduce -94.3% 0.00% −0.04
SE Sea Ltd.-ADR Reduce -1.1% 0.09% −0.04
WPM Wheaton Precious Metals Corp. Reduce -10.5% 0.46% −0.04
MRVL Marvell Technology Inc. Reduce -28.7% 0.09% −0.04
CAE Cae Inc. Reduce -52.4% 0.04% −0.04
MDLZ Mondelez International Inc. Class A Reduce -2.7% 0.18% −0.04
BAH Booz Allen Hamilton Holdings Reduce -90.1% 0.00% −0.04
NLY Annaly Capital Management Inc. Reduce -72.8% 0.02% −0.04
KR Kroger Co. Reduce -29.0% 0.07% −0.04
LULU Lululemon Athletica Inc. Sold out 0.00% −0.04
BLK BlackRock Inc. Reduce -2.7% 0.24% −0.04

Portfolio Buys Q3 2025 → Q4 2025
GOOG Alphabet Inc. Class C Add +1.1% 2.51% +0.54
LLY Eli Lilly & Co. Add +3.6% 1.28% +0.38
RY Royal Bank of Canada Add +59.8% 0.54% +0.24
KGC Kinross Gold Corp. Add +135.9% 0.30% +0.19
AMD Advanced Micro Devices Add +8.9% 0.56% +0.16
LRCX Lam Research Corp. Add +7.9% 0.61% +0.16
TRI Thomson Reuters Corp. Add +5967.5% 0.15% +0.15
WDC Western Digital Corp. New 0.14% +0.14
FIX Comfort Systems USA Inc. New 0.13% +0.13
MGA Magna International Inc. Add +74.5% 0.24% +0.12
IT Gartner Inc. Add +293.4% 0.15% +0.11
BCE Bce Inc. New 0.11% +0.11
LOGI Logitech International-Reg Add +65.7% 0.30% +0.10
APH Amphenol Corp. Class A Add +25.7% 0.39% +0.10
CSCO Cisco Systems Inc. Add +9.3% 0.59% +0.10
AMZN Amazon.com Inc. Add +0.3% 3.35% +0.10
C Citigroup Inc. Add +8.5% 0.54% +0.10
MS Morgan Stanley Add +12.8% 0.45% +0.09
BSX Boston Scientific Corp. Add +49.5% 0.27% +0.08
BKE The Buckle Inc. New 0.08% +0.08
USB US Bancorp Add +81.6% 0.15% +0.07
ORI Old Republic Intl Corp. New 0.07% +0.07
AVGO Broadcom Inc. Add +0.6% 2.49% +0.07
INTC Intel Corp. Add +39.0% 0.22% +0.07
GM General Motors Co. Add +5.9% 0.25% +0.07
DG Dollar General Corp. Add +324.6% 0.08% +0.07
ATO Atmos Energy Corp. New 0.06% +0.06
BAC Bank of America Corp. Add +5.6% 0.68% +0.06
WFC Wells Fargo & Co. Add +4.8% 0.46% +0.06
BMY Bristol-Myers Squibb Co. Add +2.0% 0.34% +0.05
AMGN Amgen Inc. Add +0.6% 0.44% +0.05
GRMN Garmin Ltd. Add +1102.3% 0.06% +0.05
DDOG Datadog Inc. Class A Add +119.9% 0.10% +0.05
DB Deutsche Bank AG-Registered Add +19.4% 0.17% +0.05
TER Teradyne Inc. New 0.05% +0.05
DIS The Walt Disney Co. Add +13.4% 0.53% +0.05
DVN Devon Energy Corp. New 0.05% +0.05
REGN Regeneron Pharmaceuticals Add +0.9% 0.18% +0.05
GD General Dynamics Corp. Add +156.5% 0.08% +0.05
CRDO Credo Technology Group Holdi New 0.04% +0.04
BNS Bank of Nova Scotia Add +24.2% 0.16% +0.04
MDB Mongodb Inc. Add +68.3% 0.08% +0.04
COF Capital One Financial Corp. Add +27.4% 0.14% +0.04
PLD Prologis Inc. Add +8.3% 0.27% +0.04
NKE Nike Inc. Class B Add +38.9% 0.20% +0.04
SPGI S&P Global Inc. Add +5.0% 0.39% +0.04
DHI D.R. Horton Inc. Add +82.3% 0.10% +0.04
MNST Monster Beverage Corp. Add +8.9% 0.18% +0.03
CNC Centene Corp. Add +66.2% 0.07% +0.03
ACI Albertsons Cos Inc. Class A New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 496$1.8BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2026 516$1.5BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 513$1.5BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2025 516$1.5BNVDA, AAPL, MSFT, AMZN, META
Q2 2025 516$1.3BNVDA, MSFT, AAPL, AMZN, META
Q1 2025 527$1.2BAAPL, NVDA, MSFT, AMZN, META
Q4 2024 585$1.4BAAPL, NVDA, MSFT, AMZN, META
Q3 2024 547$1.2BAAPL, NVDA, MSFT, AMZN, META
Q2 2024 495$1.1BNVDA, AAPL, MSFT, AMZN, META
Q1 2024Amended 489$967.2MMSFT, AAPL, NVDA, AMZN, META