Plato Investment Management Ltd

13F filer · CIK 0001984475

Reported May 5, 2026

Net buyer this quarter

13F portfolio value$1.75BU.S. long equity reported on 13F

Positions51641 new · 37 closed

Net flow last quarter+$50.9MBuys minus sells

Top 10 positions weight32.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 5, 2026516 positions
NVDANvidia Corp	$104M	7.01%	0.00%	+1.8%	Q4 2023
AAPLApple Inc.	$92.8M	6.23%	0.00%	+1.9%	Q4 2023
MSFTMicrosoft Corp	$63.2M	4.25%	0.00%	+2.2%	Q4 2023
AMZNAmazon Com Inc	$47.6M	3.19%	0.00%	+3.4%	Q4 2023
GOOGLAlphabet Inc.	$39.4M	2.65%	0.00%	+2.9%	Q4 2023
AVGOBroadcom Inc.	$35.8M	2.40%	0.00%	+5.4%	Q4 2023
GOOGAlphabet Inc.	$35.2M	2.37%	Not reported	+1.0%	Q4 2023
METAMeta Platforms, Inc.	$29.1M	1.95%	Not reported	+0.2%	Q4 2023
TSLATesla, Inc.	$23.6M	1.58%	0.00%	+0.1%	Q4 2023
LLYELI LILLY & Co	$19.1M	1.29%	0.00%	+14.8%	Q4 2023
JPMJPMorgan Chase & Co	$18.1M	1.21%	0.00%	+1.8%	Q4 2023
JNJJohnson & Johnson	$17M	1.14%	0.00%	+2.7%	Q4 2023
VVisa Inc.	$13.1M	0.88%	0.00%	+2.8%	Q4 2023
XOMExxonMobil Holdings Corp	$12.6M	0.85%	0.00%	+0.8%	Q4 2023
COSTCostco Wholesale Corp	$12.5M	0.84%	0.00%	+2.0%	Q4 2023
ABBVAbbVie Inc.	$12.3M	0.82%	0.00%	+11.5%	Q4 2023
WMTWalmart Inc.	$12.2M	0.82%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$10.8M	0.73%	0.00%	+3.7%	Q4 2023
KOCoca Cola Co	$10.6M	0.71%	0.00%	-8.3%	Q4 2023
MUMicron Technology Inc	$10.5M	0.71%	0.00%	+11.4%	Q4 2023
LRCXLam Research Corp	$10.3M	0.69%	0.00%	-11.4%	Q4 2023
CATCaterpillar Inc	$9.97M	0.67%	0.00%	+2.0%	Q4 2023
PEPPepsico Inc	$9.94M	0.67%	0.00%	+2.6%	Q4 2023
NFLXNetflix Inc	$9.75M	0.65%	0.00%	+1.3%	Q4 2023
PGPROCTER & GAMBLE Co	$9.67M	0.65%	0.00%	+4.6%	Q4 2023
GEGeneral Electric Co	$9.31M	0.63%	0.00%	+7.3%	Q4 2023
CSCOCisco Systems, Inc.	$9.25M	0.62%	0.00%	+2.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$9.18M	0.62%	Not reported	Not reported	Q4 2023
GEVGE Vernova Inc.	$9.17M	0.62%	0.00%	+35.9%	Q2 2024
AMDAdvanced Micro Devices Inc	$8.79M	0.59%	0.00%	+8.0%	Q1 2024
VZVerizon Communications Inc	$8.74M	0.59%	0.00%	+19.6%	Q4 2023
BACBank of America Corp	$8.66M	0.58%	0.00%	-5.3%	Q4 2023
PLTRPalantir Technologies Inc.	$8.32M	0.56%	0.00%	+9.6%	Q4 2023
CVXChevron Corp	$8.22M	0.55%	0.00%	-3.4%	Q4 2023
KLACKla Corp	$7.9M	0.53%	0.00%	-3.3%	Q4 2023
RYRoyal Bank of Canada	$7.86M	0.53%	0.00%	+1.4%	Q3 2024
MRKMerck & Co., Inc.	$7.75M	0.52%	0.00%	-4.6%	Q4 2023
CCitigroup Inc	$7.74M	0.52%	0.00%	-3.0%	Q4 2023
AMGNAmgen Inc	$7.68M	0.52%	0.00%	+6.8%	Q4 2023
MSMorgan Stanley	$7.49M	0.50%	0.00%	+16.6%	Q4 2023
HDHome Depot, Inc.	$7.23M	0.49%	0.00%	-0.1%	Q4 2023
GILDGilead Sciences, Inc.	$7.15M	0.48%	0.00%	+5.0%	Q4 2023
DISWalt Disney Co	$7.04M	0.47%	0.00%	+3.1%	Q4 2023
ADIAnalog Devices Inc	$7.01M	0.47%	0.00%	+23.7%	Q4 2023
CRMSalesforce, Inc.	$6.98M	0.47%	0.00%	+4.6%	Q4 2023
AXPAmerican Express Co	$6.93M	0.47%	0.00%	+7.5%	Q4 2023
AMATApplied Materials Inc	$6.79M	0.46%	0.00%	+38.9%	Q4 2023
BKNGBooking Holdings Inc.	$6.15M	0.41%	0.00%	-2.6%	Q4 2023
AZNAstrazeneca PLC	$6.15M	0.41%	Not reported	New	Q1 2026
WPMWheaton Precious Metals Corp.	$6.05M	0.41%	0.01%	-22.8%	Q3 2024

Q4 2025Reported Feb 4, 2026512 positions
NVDANvidia Corp	$110M	7.19%	0.00%	-0.5%	Q4 2023
AAPLApple Inc.	$98M	6.40%	0.00%	-0.3%	Q4 2023
MSFTMicrosoft Corp	$81.2M	5.30%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$51.2M	3.35%	0.00%	+0.3%	Q4 2023
GOOGLAlphabet Inc.	$41.9M	2.74%	0.00%	-4.2%	Q4 2023
GOOGAlphabet Inc.	$38.4M	2.51%	Not reported	+1.1%	Q4 2023
AVGOBroadcom Inc.	$38.1M	2.49%	0.00%	+0.6%	Q4 2023
METAMeta Platforms, Inc.	$33.6M	2.20%	Not reported	-1.4%	Q4 2023
TSLATesla, Inc.	$28.6M	1.87%	0.00%	-0.2%	Q4 2023
LLYELI LILLY & Co	$19.6M	1.28%	0.00%	+3.6%	Q4 2023
JPMJPMorgan Chase & Co	$19.5M	1.28%	0.00%	+1.5%	Q4 2023
VVisa Inc.	$14.9M	0.97%	0.00%	-0.9%	Q4 2023
JNJJohnson & Johnson	$14.1M	0.92%	0.00%	-2.4%	Q4 2023
MAMastercard Inc	$12M	0.78%	0.00%	-0.5%	Q4 2023
ABBVAbbVie Inc.	$11.6M	0.76%	0.00%	-5.3%	Q4 2023
WMTWalmart Inc.	$11M	0.72%	0.00%	-2.3%	Q4 2023
KOCoca Cola Co	$10.7M	0.70%	0.00%	-3.5%	Q4 2023
COSTCostco Wholesale Corp	$10.6M	0.70%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$10.4M	0.68%	0.00%	+5.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$9.67M	0.63%	Not reported	-1.3%	Q4 2023
CRMSalesforce, Inc.	$9.52M	0.62%	0.00%	-2.7%	Q4 2023
GEGeneral Electric Co	$9.46M	0.62%	0.00%	-1.3%	Q4 2023
NFLXNetflix Inc	$9.42M	0.62%	0.00%	-9.9%	Q4 2023
LRCXLam Research Corp	$9.34M	0.61%	0.00%	+7.9%	Q4 2023
PLTRPalantir Technologies Inc.	$9.26M	0.61%	0.00%	-7.1%	Q4 2023
PGPROCTER & GAMBLE Co	$9.21M	0.60%	0.00%	+1.7%	Q4 2023
PEPPepsico Inc	$9M	0.59%	0.00%	+2.8%	Q4 2023
CSCOCisco Systems, Inc.	$8.97M	0.59%	0.00%	+9.3%	Q4 2023
XOMExxonMobil Holdings Corp	$8.91M	0.58%	0.00%	-1.8%	Q4 2023
AMDAdvanced Micro Devices Inc	$8.6M	0.56%	0.00%	+8.9%	Q1 2024
RYRoyal Bank of Canada	$8.25M	0.54%	0.00%	+59.8%	Q3 2024
CCitigroup Inc	$8.24M	0.54%	0.00%	+8.5%	Q4 2023
DISWalt Disney Co	$8.09M	0.53%	0.00%	+13.5%	Q4 2023
BKNGBooking Holdings Inc.	$8.07M	0.53%	0.00%	-2.0%	Q4 2023
MUMicron Technology Inc	$8.04M	0.53%	0.00%	-2.0%	Q4 2023
CATCaterpillar Inc	$7.94M	0.52%	0.00%	-4.5%	Q4 2023
AXPAmerican Express Co	$7.92M	0.52%	0.00%	-2.2%	Q4 2023
HDHome Depot, Inc.	$7.6M	0.50%	0.00%	-10.0%	Q4 2023
ORCLOracle Corp	$7.29M	0.48%	0.00%	-3.8%	Q4 2023
QCOMQualcomm Inc	$7.2M	0.47%	0.00%	-5.5%	Q4 2023
MRKMerck & Co., Inc.	$7.14M	0.47%	0.00%	-0.8%	Q4 2023
WPMWheaton Precious Metals Corp.	$7.07M	0.46%	0.01%	-10.5%	Q3 2024
WFCWells Fargo & Company	$7.06M	0.46%	0.00%	+4.9%	Q4 2023
MSMorgan Stanley	$6.96M	0.45%	0.00%	+12.8%	Q4 2023
KLACKla Corp	$6.77M	0.44%	0.00%	-11.7%	Q4 2023
AMGNAmgen Inc	$6.72M	0.44%	0.00%	+0.6%	Q4 2023
ADBEAdobe Inc.	$6.68M	0.44%	0.00%	-1.2%	Q4 2023
INTUIntuit Inc.	$6.46M	0.42%	0.00%	-1.4%	Q4 2023
CMCSAComcast Corp	$6.46M	0.42%	0.01%	+7.5%	Q4 2023
UNHUnitedhealth Group Inc	$6.39M	0.42%	0.00%	+2.1%	Q4 2023

Q3 2025Reported Nov 5, 2025515 positions
NVDANvidia Corp	$109M	7.41%	0.00%	+2.0%	Q4 2023
AAPLApple Inc.	$90.9M	6.16%	0.00%	+1.9%	Q4 2023
MSFTMicrosoft Corp	$86M	5.83%	0.00%	+3.1%	Q4 2023
AMZNAmazon Com Inc	$47.9M	3.25%	0.00%	+2.9%	Q4 2023
METAMeta Platforms, Inc.	$37.5M	2.54%	Not reported	+2.0%	Q4 2023
AVGOBroadcom Inc.	$35.7M	2.42%	0.00%	+3.8%	Q4 2023
GOOGLAlphabet Inc.	$33.5M	2.27%	0.00%	+5.8%	Q4 2023
GOOGAlphabet Inc.	$29.1M	1.97%	Not reported	Not reported	Q4 2023
TSLATesla, Inc.	$28M	1.90%	0.00%	+3.8%	Q4 2023
JPMJPMorgan Chase & Co	$18.6M	1.26%	0.00%	+1.5%	Q4 2023
VVisa Inc.	$14.4M	0.98%	0.00%	+0.6%	Q4 2023
LLYELI LILLY & Co	$13.2M	0.90%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$13.2M	0.89%	0.00%	+0.5%	Q4 2023
JNJJohnson & Johnson	$12.8M	0.87%	0.00%	+6.8%	Q4 2023
ABBVAbbVie Inc.	$12.3M	0.83%	0.00%	+2.5%	Q4 2023
MAMastercard Inc	$11.8M	0.80%	0.00%	+10.2%	Q4 2023
COSTCostco Wholesale Corp	$11.3M	0.76%	0.00%	+0.7%	Q4 2023
ORCLOracle Corp	$10.8M	0.73%	0.00%	-0.5%	Q4 2023
KOCoca Cola Co	$10.4M	0.70%	0.00%	+2.0%	Q4 2023
WMTWalmart Inc.	$10.3M	0.70%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$10.1M	0.68%	0.00%	-1.8%	Q4 2023
HDHome Depot, Inc.	$9.82M	0.67%	0.00%	+9.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$9.67M	0.66%	Not reported	+4.0%	Q4 2023
PGPROCTER & GAMBLE Co	$9.6M	0.65%	0.00%	+0.8%	Q4 2023
GEGeneral Electric Co	$9.25M	0.63%	0.00%	+1.2%	Q4 2023
BACBank of America Corp	$9.09M	0.62%	0.00%	Not reported	Q4 2023
CRMSalesforce, Inc.	$8.64M	0.59%	0.00%	+13.4%	Q4 2023
CVXChevron Corp	$8.47M	0.57%	0.00%	+21.9%	Q4 2023
PEPPepsico Inc	$8.46M	0.57%	0.00%	+17.0%	Q4 2023
XOMExxonMobil Holdings Corp	$8.4M	0.57%	0.00%	Not reported	Q4 2023
BKNGBooking Holdings Inc.	$8.2M	0.56%	0.00%	+5.4%	Q4 2023
WPMWheaton Precious Metals Corp.	$7.42M	0.50%	0.01%	+0.7%	Q3 2024
QCOMQualcomm Inc	$7.32M	0.50%	0.00%	+2.1%	Q4 2023
ADPAutomatic Data Processing Inc	$7.25M	0.49%	0.01%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$7.19M	0.49%	0.00%	+4.7%	Q4 2023
AXPAmerican Express Co	$7.19M	0.49%	0.00%	-0.1%	Q4 2023
DISWalt Disney Co	$7.09M	0.48%	0.00%	+2.6%	Q4 2023
CATCaterpillar Inc	$6.84M	0.46%	0.00%	+4.9%	Q4 2023
ADBEAdobe Inc.	$6.73M	0.46%	0.00%	+22.4%	Q4 2023
KLACKla Corp	$6.72M	0.46%	0.00%	-5.9%	Q4 2023
LRCXLam Research Corp	$6.68M	0.45%	0.00%	+1.9%	Q4 2023
INTUIntuit Inc.	$6.68M	0.45%	0.00%	+7.4%	Q4 2023
CCitigroup Inc	$6.53M	0.44%	0.00%	Not reported	Q4 2023
UNHUnitedhealth Group Inc	$6.47M	0.44%	0.00%	-2.1%	Q4 2023
CMCSAComcast Corp	$6.24M	0.42%	0.00%	+55.7%	Q4 2023
VZVerizon Communications Inc	$6.04M	0.41%	0.00%	+9.2%	Q4 2023
WFCWells Fargo & Company	$5.98M	0.41%	0.00%	Not reported	Q4 2023
GEVGE Vernova Inc.	$5.97M	0.40%	0.00%	+2.7%	Q2 2024
AMDAdvanced Micro Devices Inc	$5.89M	0.40%	0.00%	+3.8%	Q1 2024
AMGNAmgen Inc	$5.69M	0.39%	0.00%	+12.5%	Q4 2023

Q2 2025Reported Aug 5, 2025514 positions
NVDANvidia Corp	$91.1M	6.85%	0.00%	+1.6%	Q4 2023
MSFTMicrosoft Corp	$80.5M	6.05%	0.00%	+3.1%	Q4 2023
AAPLApple Inc.	$72.2M	5.43%	0.00%	+3.3%	Q4 2023
AMZNAmazon Com Inc	$46.7M	3.51%	0.00%	+1.8%	Q4 2023
METAMeta Platforms, Inc.	$37.1M	2.79%	Not reported	+1.9%	Q4 2023
AVGOBroadcom Inc.	$28.8M	2.17%	0.00%	+29.9%	Q4 2023
GOOGLAlphabet Inc.	$23.1M	1.73%	0.00%	+2.4%	Q4 2023
GOOGAlphabet Inc.	$21.3M	1.60%	Not reported	+1.4%	Q4 2023
TSLATesla, Inc.	$19.3M	1.45%	0.00%	+0.8%	Q4 2023
JPMJPMorgan Chase & Co	$16.9M	1.27%	0.00%	+2.4%	Q4 2023
VVisa Inc.	$15M	1.13%	0.00%	+0.9%	Q4 2023
NFLXNetflix Inc	$14.7M	1.11%	0.00%	+0.4%	Q4 2023
LLYELI LILLY & Co	$13.6M	1.02%	0.00%	+6.3%	Q4 2023
COSTCostco Wholesale Corp	$12M	0.90%	0.00%	+0.4%	Q4 2023
KOCoca Cola Co	$10.9M	0.82%	0.00%	+0.5%	Q4 2023
MAMastercard Inc	$10.7M	0.80%	0.00%	+0.2%	Q4 2023
PGPROCTER & GAMBLE Co	$9.91M	0.74%	0.00%	+0.2%	Q4 2023
JNJJohnson & Johnson	$9.9M	0.74%	0.00%	+7.2%	Q4 2023
WMTWalmart Inc.	$9.78M	0.73%	0.00%	+3.3%	Q4 2023
ABBVAbbVie Inc.	$9.65M	0.73%	0.00%	+0.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$9.02M	0.68%	Not reported	+26.3%	Q4 2023
CRMSalesforce, Inc.	$8.81M	0.66%	0.00%	+20.8%	Q4 2023
ORCLOracle Corp	$8.47M	0.64%	0.00%	+10.6%	Q4 2023
BKNGBooking Holdings Inc.	$8.38M	0.63%	0.00%	+0.8%	Q4 2023
BACBank of America Corp	$8.37M	0.63%	0.00%	+14.9%	Q4 2023
HDHome Depot, Inc.	$8.18M	0.61%	0.00%	+4.6%	Q4 2023
XOMExxonMobil Holdings Corp	$8.06M	0.61%	0.00%	+0.9%	Q4 2023
GEGeneral Electric Co	$7.85M	0.59%	0.00%	-6.3%	Q4 2023
PLTRPalantir Technologies Inc.	$7.71M	0.58%	0.00%	+1.4%	Q4 2023
ADPAutomatic Data Processing Inc	$7.65M	0.58%	0.01%	+0.4%	Q4 2023
DISWalt Disney Co	$7.51M	0.56%	0.00%	+31.4%	Q4 2023
INTUIntuit Inc.	$7.2M	0.54%	0.00%	+6.3%	Q4 2023
CSCOCisco Systems, Inc.	$6.99M	0.53%	0.00%	+0.5%	Q4 2023
AXPAmerican Express Co	$6.93M	0.52%	0.00%	+7.3%	Q4 2023
QCOMQualcomm Inc	$6.89M	0.52%	0.00%	-0.1%	Q4 2023
PEPPepsico Inc	$6.82M	0.51%	0.00%	+3.2%	Q4 2023
CVXChevron Corp	$6.43M	0.48%	0.00%	+1.4%	Q4 2023
ADBEAdobe Inc.	$6.05M	0.46%	0.00%	+18.4%	Q4 2023
UNHUnitedhealth Group Inc	$5.99M	0.45%	0.00%	-10.6%	Q4 2023
KLACKla Corp	$5.96M	0.45%	0.00%	+0.5%	Q4 2023
WPMWheaton Precious Metals Corp.	$5.93M	0.45%	0.01%	+8.1%	Q3 2024
ABTAbbott Laboratories	$5.78M	0.43%	0.00%	+0.1%	Q4 2023
AMATApplied Materials Inc	$5.76M	0.43%	0.00%	+0.5%	Q4 2023
WFCWells Fargo & Company	$5.74M	0.43%	0.00%	+0.5%	Q4 2023
PGRProgressive Corp	$5.62M	0.42%	0.00%	-1.3%	Q4 2023
ISRGIntuitive Surgical Inc	$5.6M	0.42%	0.00%	+0.1%	Q4 2023
CCitigroup Inc	$5.49M	0.41%	0.00%	+3.1%	Q4 2023
VZVerizon Communications Inc	$5.46M	0.41%	0.00%	+4.3%	Q4 2023
SPGIS&P Global Inc.	$5.39M	0.41%	0.00%	+37.5%	Q4 2023
CATCaterpillar Inc	$5.33M	0.40%	0.00%	+6.5%	Q4 2023

Premium opens every quarter this fund has filed