Plato Investment Management Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Plato Investment Management Ltd reported 516 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Apple (AAPL, 6.2%) and Microsoft (MSFT, 4.2%). Compared with Q4 2025, it opened 40 new positions, sold out of 38, added to 178 and reduced 119. The biggest buy was a new position in Astrazeneca (AZN) and the biggest sale Kinross Gold (KGC, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001984475
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001984475-26-000003 ↗ filed May 5, 2026
Holdings Value
Holdings 516 stocks · $1.5B
| NVDA Nvidia Corp. | 7.01% | 598,154 | $104.4M | Add +1.8% |
| AAPL Apple Inc. | 6.23% | 365,355 | $92.8M | Add +1.9% |
| MSFT Microsoft Corp. | 4.25% | 170,727 | $63.2M | Add +2.2% |
| AMZN Amazon.com Inc. | 3.19% | 228,191 | $47.6M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 2.65% | 137,106 | $39.4M | Add +2.9% |
| AVGO Broadcom Inc. | 2.40% | 115,492 | $35.8M | Add +5.4% |
| GOOG Alphabet Inc. Class C | 2.37% | 122,805 | $35.2M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.95% | 50,817 | $29.1M | Add +0.2% |
| TSLA Tesla Inc. | 1.58% | 63,353 | $23.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.29% | 20,799 | $19.1M | Add +14.8% |
| JPM JPMorgan Chase & Co. | 1.21% | 61,411 | $18.1M | Add +1.8% |
| JNJ Johnson & Johnson | 1.14% | 69,673 | $17.0M | Add +2.7% |
| V Visa Inc. Class A | 0.88% | 43,383 | $13.1M | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.85% | 74,305 | $12.6M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.84% | 12,533 | $12.5M | Add +2.0% |
| ABBV Abbvie Inc. | 0.82% | 56,432 | $12.3M | Add +11.5% |
| WMT Walmart Inc. | 0.82% | 97,998 | $12.2M | No change |
| MA Mastercard Inc. Class A | 0.73% | 21,641 | $10.8M | Add +3.7% |
| KO The Coca-Cola Co. | 0.71% | 139,650 | $10.6M | Reduce -8.3% |
| MU Micron Technology Inc. | 0.71% | 31,198 | $10.5M | Add +11.3% |
| LRCX Lam Research Corp. | 0.69% | 48,095 | $10.3M | Reduce -11.4% |
| CAT Caterpillar Inc. | 0.67% | 14,070 | $10.0M | Add +2.0% |
| PEP Pepsico Inc. | 0.67% | 63,981 | $9.9M | Add +2.6% |
| NFLX Netflix Inc. | 0.65% | 101,340 | $9.7M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.65% | 66,927 | $9.7M | Add +4.6% |
| GE General Electric filed as GE AEROSPACE | 0.63% | 32,783 | $9.3M | Add +7.3% |
| CSCO Cisco Systems Inc. | 0.62% | 119,126 | $9.2M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 19,147 | $9.2M | No change |
| GEV GE Vernova Inc. | 0.62% | 10,494 | $9.2M | Add +35.9% |
| AMD Advanced Micro Devices | 0.59% | 43,165 | $8.8M | Add +8.0% |
| VZ Verizon Communications Inc. | 0.59% | 173,917 | $8.7M | Add +19.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 177,510 | $8.7M | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 56,825 | $8.3M | Add +9.6% |
| CVX Chevron Corp. | 0.55% | 39,718 | $8.2M | Reduce -3.4% |
| KLAC KLA Corp. | 0.53% | 5,359 | $7.9M | Reduce -3.3% |
| RY Royal Bank of Canada | 0.53% | 48,783 | $7.9M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.52% | 64,422 | $7.8M | Reduce -4.6% |
| C Citigroup Inc. | 0.52% | 68,227 | $7.7M | Reduce -3.0% |
| AMGN Amgen Inc. | 0.52% | 21,813 | $7.7M | Add +6.8% |
| MS Morgan Stanley | 0.50% | 45,493 | $7.5M | Add +16.6% |
| HD Home Depot Inc. | 0.49% | 21,974 | $7.2M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.48% | 51,281 | $7.2M | Add +5.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 72,951 | $7.0M | Add +3.1% |
| ADI Analog Devices Inc. | 0.47% | 22,027 | $7.0M | Add +23.7% |
| CRM Salesforce Inc. | 0.47% | 37,384 | $7.0M | Add +4.6% |
| AXP American Express Co. | 0.47% | 22,911 | $6.9M | Add +7.5% |
| AMAT Applied Materials Inc. | 0.46% | 19,868 | $6.8M | Add +38.9% |
| BKNG Booking Holdings Inc. | 0.41% | 1,461 | $6.2M | Reduce -2.6% |
| AZN Astrazeneca PLC | 0.41% | 31,725 | $6.2M | New |
| WPM Wheaton Precious Metals Corp. | 0.41% | 46,190 | $6.0M | Reduce -22.8% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 99,440 | $6.0M | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 37,217 | $5.9M | Add +1.4% |
| WFC Wells Fargo & Co. | 0.39% | 73,531 | $5.9M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.39% | 18,828 | $5.9M | Add +3.6% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.38% | 59,922 | $5.7M | Add +42.6% |
| APH Amphenol Corp. Class A | 0.38% | 44,582 | $5.6M | Add +1.0% |
| T AT&T Inc. | 0.38% | 193,587 | $5.6M | Add +19.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.37% | 107,688 | $5.5M | Add +11.0% |
| SCHW Schwab (charles) Corp. | 0.36% | 57,039 | $5.4M | No change |
| ETN Eaton Corp. PLC | 0.35% | 14,478 | $5.2M | Reduce -4.5% |
| ACN Accenture PLC Class A | 0.35% | 26,100 | $5.2M | Add +44.1% |
| BKR Baker Hughes Co. | 0.35% | 84,290 | $5.1M | Add +7.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 21,166 | $5.1M | Add +20.0% |
| CMCSA Comcast Corp. Class A | 0.34% | 177,213 | $5.1M | Reduce -17.6% |
| ISRG Intuitive Surgical Inc. | 0.34% | 10,851 | $5.0M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.33% | 18,315 | $5.0M | Reduce -5.0% |
| ORCL Oracle Corp. | 0.33% | 33,487 | $4.9M | Reduce -10.0% |
| CME Cme Group Inc. | 0.33% | 16,505 | $4.9M | Add +7.3% |
| ADP Automatic Data Processing | 0.32% | 23,365 | $4.8M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.32% | 19,471 | $4.7M | Add +2.6% |
| ECL Ecolab Inc. | 0.31% | 17,538 | $4.7M | Add +6.8% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 9,440 | $4.6M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.31% | 44,449 | $4.6M | Add +4.1% |
| PGR Progressive Corp. | 0.30% | 22,880 | $4.5M | Reduce -7.2% |
| HWM Howmet Aerospace Inc. | 0.30% | 19,517 | $4.5M | Add +33.2% |
| PFE Pfizer Inc. | 0.30% | 159,237 | $4.5M | Reduce -30.0% |
| TD Toronto-Dominion Bank | 0.30% | 47,932 | $4.5M | Add +17.1% |
| INTU Intuit Inc. | 0.29% | 10,150 | $4.4M | Add +4.5% |
| PLD Prologis Inc. | 0.29% | 32,911 | $4.4M | Add +2.9% |
| QCOM Qualcomm Inc. | 0.29% | 33,313 | $4.3M | Reduce -20.5% |
| EOG EOG Resources Inc. | 0.29% | 29,410 | $4.3M | Reduce -24.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.29% | 35,811 | $4.3M | No change |
| UBS UBS Group AG-Reg | 0.28% | 108,726 | $4.2M | Reduce -10.1% |
| SPGI S&P Global Inc. | 0.28% | 9,761 | $4.2M | Reduce -14.1% |
| AWK American Water Works Co. Inc. | 0.28% | 30,129 | $4.1M | Add +2.2% |
| MGA Magna International Inc. | 0.27% | 73,045 | $4.1M | Add +4.7% |
| MSI Motorola Solutions Inc. | 0.27% | 9,302 | $4.0M | Add +1.0% |
| MDT Medtronic PLC | 0.27% | 46,424 | $4.0M | Reduce -1.4% |
| INTC Intel Corp. | 0.27% | 90,883 | $4.0M | Add +1.2% |
| TMUS T-Mobile US Inc. | 0.27% | 19,048 | $4.0M | Add +12.0% |
| ES Eversource Energy | 0.27% | 57,396 | $4.0M | Add +3.7% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 15,868 | $4.0M | Add +87.5% |
| SYK Stryker Corp. | 0.27% | 12,092 | $4.0M | Add +6.7% |
| TT Trane Technologies PLC | 0.26% | 9,211 | $3.8M | Reduce -3.0% |
| ITW Illinois Tool Works | 0.26% | 14,584 | $3.8M | Reduce -14.1% |
| SHW The Sherwin-Williams Co. | 0.24% | 11,342 | $3.6M | Add +1.7% |
| BLK BlackRock Inc. | 0.24% | 3,767 | $3.6M | Add +8.1% |
| UBER Uber Technologies Inc. | 0.24% | 49,911 | $3.6M | Reduce -0.9% |
| CVS CVS Health Corp. | 0.23% | 48,563 | $3.5M | Reduce -1.8% |
| MCK McKesson Corp. | 0.23% | 4,004 | $3.5M | Add +2.2% |
Portfolio Sells Q4 2025 → Q1 2026
| KGC Kinross Gold Corp. | Reduce -65.8% | 0.11% | −0.19 |
| QCOM Qualcomm Inc. | Reduce -20.5% | 0.29% | −0.18 |
| LOGI Logitech International-Reg | Reduce -46.7% | 0.14% | −0.16 |
| APP AppLovin Corp. Class A | Reduce -21.5% | 0.13% | −0.15 |
| ORCL Oracle Corp. | Reduce -10.0% | 0.33% | −0.15 |
| TRI Thomson Reuters Corp. | Reduce -88.5% | 0.01% | −0.14 |
| BKNG Booking Holdings Inc. | Reduce -2.6% | 0.41% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -49.5% | 0.08% | −0.11 |
| SPGI S&P Global Inc. | Reduce -14.1% | 0.28% | −0.11 |
| PYPL PayPal Holdings Inc. | Reduce -79.4% | 0.02% | −0.11 |
| TEL Te Connectivity PLC | Reduce -30.8% | 0.20% | −0.11 |
| BAC Bank of America Corp. | Reduce -5.3% | 0.58% | −0.10 |
| UBS UBS Group AG-Reg | Reduce -10.1% | 0.28% | −0.09 |
| CLS Celestica Inc. | Reduce -48.5% | 0.09% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -5.0% | 0.33% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -17.6% | 0.34% | −0.08 |
| CCI Crown Castle Inc. | Reduce -58.3% | 0.05% | −0.08 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.32% | −0.08 |
| ORI Old Republic Intl Corp. | Sold out | 0.00% | −0.07 |
| TEAM Atlassian Corp. Class A | Reduce -7.0% | 0.05% | −0.07 |
| PFE Pfizer Inc. | Reduce -30.0% | 0.30% | −0.07 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -2.5% | 0.39% | −0.07 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.07 |
| GIS General Mills Inc. | Reduce -47.7% | 0.05% | −0.07 |
| PGR Progressive Corp. | Reduce -7.2% | 0.30% | −0.06 |
| SE Sea Ltd.-ADR | Reduce -54.8% | 0.03% | −0.06 |
| NKE Nike Inc. Class B | Reduce -18.6% | 0.14% | −0.06 |
| ZM Zoom Communications Inc. | Reduce -50.0% | 0.05% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -53.5% | 0.04% | −0.06 |
| WPM Wheaton Precious Metals Corp. | Reduce -22.8% | 0.41% | −0.06 |
| INVH Invitation Homes Inc. | Reduce -23.1% | 0.13% | −0.06 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.05 |
| ELV Elevance Health Inc. | Reduce -72.4% | 0.02% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -22.0% | 0.06% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -13.9% | 0.10% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.31% | −0.05 |
| MNDY Monday.com Ltd. | Reduce -74.7% | 0.01% | −0.04 |
| PINS Pinterest Inc. Class A | Reduce -92.0% | 0.00% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -10.1% | 0.05% | −0.04 |
| CAE Cae Inc. | Sold out | 0.00% | −0.04 |
| ANET Arista Networks Inc. | Reduce -11.1% | 0.20% | −0.04 |
| COF Capital One Financial Corp. | Reduce -0.8% | 0.11% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -27.0% | 0.07% | −0.03 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 0.24% | −0.03 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.03 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.03 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.03 |
| BF.B Brown-Forman Corp. Class B | Reduce -76.0% | 0.01% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| AZN Astrazeneca PLC | New | 0.41% | +0.41 |
| GEV GE Vernova Inc. | Add +35.9% | 0.62% | +0.28 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.85% | +0.26 |
| JNJ Johnson & Johnson | Add +2.7% | 1.14% | +0.22 |
| AMAT Applied Materials Inc. | Add +38.9% | 0.46% | +0.21 |
| VZ Verizon Communications Inc. | Add +19.6% | 0.59% | +0.20 |
| MU Micron Technology Inc. | Add +11.3% | 0.71% | +0.18 |
| VRT Vertiv Holdings Co. Class A | Add +87.5% | 0.27% | +0.18 |
| STX Seagate Technology Holdings | New | 0.17% | +0.17 |
| TTE Totalenergies SE | New | 0.16% | +0.16 |
| ADI Analog Devices Inc. | Add +23.7% | 0.47% | +0.15 |
| CAT Caterpillar Inc. | Add +2.0% | 0.67% | +0.15 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.84% | +0.14 |
| CM Can Imperial BK of Commerce | Add +42.6% | 0.38% | +0.13 |
| SLB SLB Ltd. | Add +11.0% | 0.37% | +0.13 |
| BMO Bank of Montreal | Add +2950.1% | 0.13% | +0.13 |
| F Ford Motor Co. | Add +193.8% | 0.19% | +0.12 |
| TER Teradyne Inc. | Add +113.2% | 0.17% | +0.12 |
| CFG Citizens Financial Group | New | 0.12% | +0.12 |
| T AT&T Inc. | Add +19.5% | 0.38% | +0.11 |
| TFC Truist Financial Corp. | Add +475.1% | 0.14% | +0.11 |
| BKR Baker Hughes Co. | Add +7.1% | 0.35% | +0.11 |
| HWM Howmet Aerospace Inc. | Add +33.2% | 0.30% | +0.10 |
| TPL Texas Pacific Land Corp. | Add +38.3% | 0.18% | +0.10 |
| AER Aercap Holdings NV | Add +1039.7% | 0.11% | +0.10 |
| CL Colgate-Palmolive Co. | Add +57.1% | 0.23% | +0.10 |
| DELL Dell Technologies -C | Add +131.7% | 0.14% | +0.10 |
| LITE Lumentum Holdings Inc. | New | 0.09% | +0.09 |
| GILD Gilead Sciences Inc. | Add +5.0% | 0.48% | +0.09 |
| FIX Comfort Systems USA Inc. | Add +6.7% | 0.22% | +0.08 |
| TXN Texas Instruments Inc. | Add +43.6% | 0.21% | +0.08 |
| PEP Pepsico Inc. | Add +2.6% | 0.67% | +0.08 |
| CIEN Ciena Corp. | Add +192.4% | 0.10% | +0.08 |
| AMGN Amgen Inc. | Add +6.8% | 0.52% | +0.08 |
| HAL Halliburton Co. | Add +341.8% | 0.09% | +0.07 |
| HCA HCA Healthcare Inc. | Add +51.0% | 0.19% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +4.3% | 0.41% | +0.07 |
| PNFP Pinnacle Financial Partners | New | 0.07% | +0.07 |
| WELL Welltower Inc. | Add +103.7% | 0.12% | +0.07 |
| ABBV Abbvie Inc. | Add +11.5% | 0.82% | +0.07 |
| NVMI Nova Ltd. | New | 0.06% | +0.06 |
| GDDY GoDaddy Inc. Class A | Add +227.7% | 0.11% | +0.06 |
| ENB Enbridge Inc. | New | 0.06% | +0.06 |
| HSY The Hershey Co. | Add +34.8% | 0.15% | +0.05 |
| EXC Exelon Corp. | Add +17.7% | 0.20% | +0.05 |
| INTC Intel Corp. | Add +1.2% | 0.27% | +0.05 |
| CME Cme Group Inc. | Add +7.3% | 0.33% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.3% | 0.20% | +0.05 |
| MS Morgan Stanley | Add +16.6% | 0.50% | +0.05 |
| FFIV F5 Inc. | New | 0.05% | +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 |