Plato Investment Management Ltd Top Holdings and 13F Report (2025)

About Plato Investment Management Ltd

Investment Activity

Plato Investment Management Ltd has $1.36 billion in total holdings as of December 31, 2024.
Plato Investment Management Ltd owns shares of 585 different stocks, but just 140 companies or ETFs make up 80% of its holdings.
Approximately 10.71% of the portfolio was purchased this quarter.
About 3.66% of the portfolio was sold this quarter.
This quarter, Plato Investment Management Ltd has purchased 547 new stocks and bought additional shares in 212 stocks.
Plato Investment Management Ltd sold shares of 90 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Apple: $95,851,465
NVIDIA: $86,821,679
Microsoft: $73,177,701
Amazon.com: $51,091,798
Meta Platforms: $32,258,365

Largest New Holdings this Quarter

09290D101 - Blackrock Inc: $6,559,852 Holding
040413205 - Arista Networks Inc: $4,390,119 Holding
874039100 - Taiwan Semiconductor Manufacturing: $1,585,661 Holding
88262P102 - Texas Pacific Land: $1,456,292 Holding
L8681T102 - Spotify Technology: $1,385,182 Holding

Largest Purchases this Quarter

Blackrock Inc: 6,376 shares (about $6.56M)
Apple: 25,617 shares (about $6.44M)
NVIDIA: 39,053 shares (about $5.26M)
Arista Networks Inc: 39,575 shares (about $4.39M)
Microsoft: 10,185 shares (about $4.31M)

Largest Sales this Quarter

Advanced Micro Devices: 27,802 shares (about $3.37M)
Devon Energy: 100,905 shares (about $3.31M)
AppLovin Corp: 10,133 shares (about $3.29M)
Thomson Reuters: 12,214 shares (about $1.97M)
Honeywell International: 6,770 shares (about $1.53M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$95,851,465	$6,438,320 ▲	7.2%	381,377	7.0%	Computer and Technology
NVDA NVIDIA	$86,821,679	$5,263,484 ▲	6.5%	644,183	6.4%	Computer and Technology
MSFT Microsoft	$73,177,701	$4,308,577 ▲	6.3%	172,984	5.4%	Computer and Technology
AMZN Amazon.com	$51,091,798	$3,770,926 ▲	8.0%	232,038	3.8%	Retail/Wholesale
META Meta Platforms	$32,258,365	$1,879,853 ▲	6.2%	54,895	2.4%	Computer and Technology
GOOGL Alphabet	$26,805,008	$1,571,010 ▲	6.2%	141,088	2.0%	Computer and Technology
TSLA Tesla	$25,610,161	$355,455 ▲	1.4%	63,187	1.9%	Auto/Tires/Trucks
AVGO Broadcom	$25,230,921	$527,724 ▼	-2.0%	108,435	1.9%	Computer and Technology
GOOG Alphabet	$24,395,325	$391,056 ▲	1.6%	127,636	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,099,733	$510,754 ▲	3.8%	58,607	1.0%	Finance
V Visa	$13,931,866	$335,585 ▲	2.5%	43,923	1.0%	Business Services
LLY Eli Lilly and Company	$13,415,753	$395,925 ▲	3.0%	17,315	1.0%	Medical
COST Costco Wholesale	$11,969,507	$79,086 ▼	-0.7%	13,016	0.9%	Retail/Wholesale
ABBV AbbVie	$11,675,402	$874,072 ▲	8.1%	65,465	0.9%	Medical
UNH UnitedHealth Group	$11,581,610	$230,495 ▼	-2.0%	22,812	0.9%	Medical
MA Mastercard	$10,764,150	$656,376 ▲	6.5%	20,368	0.8%	Business Services
PG Procter & Gamble	$10,640,880	$217,896 ▲	2.1%	63,241	0.8%	Consumer Staples
CRM Salesforce	$10,309,951	$289,240 ▲	2.9%	30,726	0.8%	Computer and Technology
KO Coca-Cola	$10,177,071	$385,728 ▲	3.9%	162,869	0.7%	Consumer Staples
NFLX Netflix	$10,154,137	$423,126 ▲	4.3%	11,351	0.7%	Consumer Discretionary
HD Home Depot	$9,774,532	$791,348 ▲	8.8%	25,037	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$9,265,218	$498,865 ▲	5.7%	63,834	0.7%	Medical
WMT Walmart	$9,034,552	$208,923 ▲	2.4%	99,633	0.7%	Retail/Wholesale
ADP Automatic Data Processing	$8,512,379	$581,418 ▲	7.3%	28,974	0.6%	Business Services
XOM Exxon Mobil	$8,493,174	$350,333 ▲	4.3%	78,669	0.6%	Energy
PEP PepsiCo	$8,218,949	$21,671 ▲	0.3%	53,855	0.6%	Consumer Staples
BAC Bank of America	$7,569,842	$101,717 ▲	1.4%	171,614	0.6%	Finance
BKNG Booking	$7,444,805	$184,500 ▲	2.5%	1,493	0.5%	Retail/Wholesale
QCOM QUALCOMM	$7,425,223	$1,720,937 ▲	30.2%	48,160	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$7,296,121	$478,583 ▲	7.0%	16,038	0.5%	Finance
BMY Bristol-Myers Squibb	$6,938,109	$273,780 ▲	4.1%	122,224	0.5%	Medical
AMAT Applied Materials	$6,889,720	$113,275 ▲	1.7%	42,211	0.5%	Computer and Technology
ADBE Adobe	$6,760,489	$922,940 ▲	15.8%	15,148	0.5%	Computer and Technology
INTU Intuit	$6,685,047	$530,489 ▲	8.6%	10,598	0.5%	Computer and Technology
ACN Accenture	$6,675,816	$210,076 ▲	3.2%	18,908	0.5%	Computer and Technology
DB Deutsche Bank Aktiengesellschaft	$6,631,966	$2,316,503 ▲	53.7%	383,517	0.5%	Finance
AXP American Express	$6,604,935	$376,208 ▼	-5.4%	22,174	0.5%	Finance
PGR Progressive	$6,566,084	$459,318 ▲	7.5%	27,304	0.5%	Finance
Blackrock Inc	$6,559,852	$6,559,852 ▲	New Holding	6,376	0.5%	COM
ORCL Oracle	$6,244,112	$122,925 ▲	2.0%	37,335	0.5%	Computer and Technology
CVX Chevron	$6,241,302	$112,077 ▼	-1.8%	42,935	0.5%	Energy
ETN Eaton	$6,204,871	$1,538,478 ▲	33.0%	18,629	0.5%	Industrials
DIS Walt Disney	$5,952,386	$555,644 ▲	10.3%	53,263	0.4%	Consumer Discretionary
CSCO Cisco Systems	$5,912,814	$894,079 ▲	17.8%	99,517	0.4%	Computer and Technology
CMCSA Comcast	$5,879,269	$1,424,128 ▲	32.0%	156,088	0.4%	Consumer Discretionary
MSI Motorola Solutions	$5,872,168	$1,588,890 ▲	37.1%	12,658	0.4%	Computer and Technology
WFC Wells Fargo & Company	$5,845,888	$589,411 ▲	11.2%	82,926	0.4%	Finance
GILD Gilead Sciences	$5,708,721	$997,327 ▲	21.2%	61,579	0.4%	Medical
SHOP Shopify	$5,580,508	$2,427,798 ▲	77.0%	52,263	0.4%	Computer and Technology
PFE Pfizer	$5,492,468	$1,273,647 ▲	30.2%	206,279	0.4%	Medical
TJX TJX Companies	$5,410,857	$801,577 ▲	17.4%	44,626	0.4%	Retail/Wholesale
GE GE Aerospace	$5,389,149	$369,778 ▲	7.4%	32,194	0.4%	Industrials
CAT Caterpillar	$5,313,357		0.0%	14,594	0.4%	Industrials
MS Morgan Stanley	$5,288,197	$558,963 ▲	11.8%	41,911	0.4%	Finance
AMGN Amgen	$5,272,026	$378,255 ▲	7.7%	20,154	0.4%	Medical
FI Fiserv	$5,232,917	$802,400 ▲	18.1%	25,382	0.4%	Business Services
KLAC KLA	$5,169,949	$1,083,318 ▲	26.5%	8,175	0.4%	Computer and Technology
MCD McDonald's	$5,094,710		0.0%	17,511	0.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$5,054,375		0.0%	50,624	0.4%	Medical
ABT Abbott Laboratories	$5,052,820		0.0%	44,510	0.4%	Medical
NOW ServiceNow	$4,828,306		0.0%	4,538	0.4%	Computer and Technology
CI The Cigna Group	$4,722,524	$641,033 ▲	15.7%	17,040	0.3%	Medical
BK Bank of New York Mellon	$4,676,363	$444,689 ▼	-8.7%	60,646	0.3%	Finance
MMC Marsh & McLennan Companies	$4,669,748	$580,068 ▲	14.2%	21,905	0.3%	Finance
TMO Thermo Fisher Scientific	$4,558,111	$617,668 ▲	15.7%	8,730	0.3%	Medical
AWK American Water Works	$4,532,784	$61,347 ▲	1.4%	36,279	0.3%	Utilities
SYK Stryker	$4,442,901	$47,338 ▲	1.1%	12,295	0.3%	Medical
VZ Verizon Communications	$4,441,855	$136,902 ▼	-3.0%	110,672	0.3%	Computer and Technology
C Citigroup	$4,427,088	$31,296 ▲	0.7%	62,666	0.3%	Finance
TT Trane Technologies	$4,420,874	$35,216 ▲	0.8%	11,926	0.3%	Construction
Arista Networks Inc	$4,390,119	$4,390,119 ▲	New Holding	39,575	0.3%	COM
SHW Sherwin-Williams	$4,374,761	$231,992 ▼	-5.0%	12,823	0.3%	Basic Materials
AppLovin Corp	$4,319,339	$3,293,293 ▼	-43.3%	13,290	0.3%	COM
EOG EOG Resources	$4,313,763	$1,360,292 ▲	46.1%	35,064	0.3%	Energy
MRVL Marvell Technology	$4,236,849	$2,410,130 ▲	131.9%	38,221	0.3%	Computer and Technology
Palantir Technologies Inc	$4,185,847	$373,831 ▼	-8.2%	55,146	0.3%	COM
ISRG Intuitive Surgical	$4,109,132	$148,775 ▲	3.8%	7,844	0.3%	Medical
ITW Illinois Tool Works	$4,101,985		0.0%	16,119	0.3%	Industrials
BKR Baker Hughes	$4,013,448	$1,200,449 ▼	-23.0%	97,487	0.3%	Energy
APH Amphenol	$4,009,768	$1,835,403 ▲	84.4%	57,527	0.3%	Computer and Technology
Lam Research Corp	$3,964,250	$3,560,757 ▲	882.5%	54,685	0.3%	COM
GE Vernova Inc	$3,879,962	$3,449,149 ▲	800.6%	11,753	0.3%	COM
ECL Ecolab	$3,820,360		0.0%	16,245	0.3%	Basic Materials
AMP Ameriprise Financial	$3,736,278		0.0%	6,992	0.3%	Finance
CM Canadian Imperial Bank of Commerce	$3,726,065	$366,121 ▲	10.9%	58,712	0.3%	Finance
TMUS T-Mobile US	$3,708,890	$548,956 ▲	17.4%	16,742	0.3%	Computer and Technology
CME CME Group	$3,696,551	$109,545 ▲	3.1%	15,860	0.3%	Finance
SPGI S&P Global	$3,691,816	$673,284 ▲	22.3%	7,386	0.3%	Business Services
SPG Simon Property Group	$3,610,885	$680,282 ▲	23.2%	20,892	0.3%	Finance
EIX Edison International	$3,527,648	$30,530 ▲	0.9%	44,024	0.3%	Utilities
T AT&T	$3,404,418	$624,017 ▼	-15.5%	148,972	0.3%	Computer and Technology
UBS UBS Group	$3,301,908	$129,631 ▲	4.1%	107,490	0.2%	Finance
INVH Invitation Homes	$3,292,587		0.0%	102,617	0.2%	Finance
PLD Prologis	$3,217,849		0.0%	30,333	0.2%	Finance
ES Eversource Energy	$3,211,858	$23,286 ▲	0.7%	55,724	0.2%	Utilities
IBM International Business Machines	$3,190,513	$119,801 ▲	3.9%	14,461	0.2%	Computer and Technology
MDT Medtronic	$3,139,147	$86,985 ▲	2.8%	39,156	0.2%	Medical
SLB Schlumberger	$3,128,215		0.0%	81,296	0.2%	Energy
MDLZ Mondelez International	$3,092,968	$100,591 ▲	3.4%	51,595	0.2%	Consumer Staples
PRU Prudential Financial	$3,086,673	$2,855 ▲	0.1%	25,947	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Plato Investment Management Ltd Top Holdings and 13F Report (2025)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Plato Investment Management Ltd Top Holdings and 13F Report (2025)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlato Investment Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools