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

About Plato Investment Management Ltd

Investment Activity

Plato Investment Management Ltd has $1.19 billion in total holdings as of March 31, 2025.
Plato Investment Management Ltd owns shares of 527 different stocks, but just 143 companies or ETFs make up 80% of its holdings.
Approximately 3.66% of the portfolio was purchased this quarter.
About 13.98% of the portfolio was sold this quarter.
This quarter, Plato Investment Management Ltd has purchased 585 new stocks and bought additional shares in 135 stocks.
Plato Investment Management Ltd sold shares of 246 stocks and completely divested from 102 stocks this quarter.

Largest Holdings

Apple: $76,755,310
NVIDIA: $62,419,744
Microsoft: $59,721,358
Amazon.com: $40,380,064
Meta Platforms: $28,834,320

Largest New Holdings this Quarter

30212P303 - Expedia Group: $1,647,900 Holding
60871R209 - Molson Coors Beverage: $1,379,802 Holding
682680103 - ONEOK: $828,639 Holding
422806208 - HEICO: $655,763 Holding
552953101 - MGM Resorts International: $624,541 Holding

Largest Purchases this Quarter

Wheaton Precious Metals: 49,030 shares (about $3.85M)
Advanced Micro Devices: 25,737 shares (about $2.67M)
Edison International: 34,537 shares (about $2.06M)
Expedia Group: 9,698 shares (about $1.65M)
Molson Coors Beverage: 22,425 shares (about $1.38M)

Largest Sales this Quarter

Apple: 39,539 shares (about $8.88M)
Deutsche Bank Aktiengesellschaft: 344,747 shares (about $8.30M)
NVIDIA: 74,423 shares (about $8.15M)
Microsoft: 15,598 shares (about $5.92M)
Broadcom: 27,599 shares (about $4.67M)

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	$76,755,310	$8,877,972 ▼	-10.4%	341,838	6.5%	Computer and Technology
NVDA NVIDIA	$62,419,744	$8,153,371 ▼	-11.6%	569,760	5.3%	Computer and Technology
MSFT Microsoft	$59,721,358	$5,918,784 ▼	-9.0%	157,386	5.0%	Computer and Technology
AMZN Amazon.com	$40,380,064	$4,245,887 ▼	-9.5%	209,961	3.4%	Retail/Wholesale
META Meta Platforms	$28,834,320	$3,147,818 ▼	-9.8%	49,492	2.4%	Computer and Technology
GOOGL Alphabet	$20,056,404	$1,997,872 ▼	-9.1%	128,307	1.7%	Computer and Technology
GOOG Alphabet	$18,734,402	$1,422,254 ▼	-7.1%	118,630	1.6%	Computer and Technology
TSLA Tesla	$15,871,615	$681,380 ▼	-4.1%	60,586	1.3%	Auto/Tires/Trucks
V Visa	$14,862,529	$697,533 ▼	-4.5%	41,954	1.3%	Business Services
JPM JPMorgan Chase & Co.	$14,174,033	$358,052 ▼	-2.5%	57,163	1.2%	Finance
LLY Eli Lilly and Company	$13,737,620	$717,980 ▼	-5.0%	16,455	1.2%	Medical
AVGO Broadcom	$13,681,035	$4,670,974 ▼	-25.5%	80,836	1.2%	Computer and Technology
COST Costco Wholesale	$11,626,267	$817,405 ▼	-6.6%	12,161	1.0%	Retail/Wholesale
UNH UnitedHealth Group	$11,408,062	$669,194 ▼	-5.5%	21,548	1.0%	Medical
KO Coca-Cola	$11,139,950	$651,131 ▼	-5.5%	153,875	0.9%	Consumer Staples
ABBV AbbVie	$10,958,885	$2,905,977 ▼	-21.0%	51,744	0.9%	Medical
PG Procter & Gamble	$10,737,041	$157,280 ▼	-1.4%	62,328	0.9%	Consumer Staples
MA Mastercard	$10,519,377	$765,710 ▼	-6.8%	18,986	0.9%	Business Services
NFLX Netflix	$10,372,759	$327,094 ▼	-3.1%	11,004	0.9%	Consumer Discretionary
JNJ Johnson & Johnson	$10,173,561	$527,386 ▼	-4.9%	60,688	0.9%	Medical
XOM Exxon Mobil	$8,940,310	$517,181 ▼	-5.5%	74,367	0.8%	Energy
WMT Walmart	$8,623,705	$217,860 ▼	-2.5%	97,178	0.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$7,948,756	$685,321 ▼	-7.9%	14,765	0.7%	Finance
HD Home Depot	$7,926,393	$1,348,850 ▼	-14.5%	21,396	0.7%	Retail/Wholesale
ADP Automatic Data Processing	$7,664,503	$1,283,851 ▼	-14.3%	24,817	0.6%	Business Services
PEP PepsiCo	$7,615,677	$546,846 ▼	-6.7%	50,247	0.6%	Consumer Staples
CVX Chevron	$7,514,253	$253,823 ▲	3.5%	44,436	0.6%	Energy
CRM Salesforce	$7,278,936	$1,056,047 ▼	-12.7%	26,833	0.6%	Computer and Technology
QCOM QUALCOMM	$6,748,544	$729,480 ▼	-9.8%	43,462	0.6%	Computer and Technology
BKNG Booking	$6,710,495	$242,155 ▼	-3.5%	1,441	0.6%	Retail/Wholesale
GE GE Aerospace	$6,606,522	$93,067 ▲	1.4%	32,654	0.6%	Industrials
BAC Bank of America	$6,520,778	$718,279 ▼	-9.9%	154,586	0.5%	Finance
CSCO Cisco Systems	$6,277,919	$70,176 ▲	1.1%	100,642	0.5%	Computer and Technology
PGR Progressive	$6,118,611	$1,692,430 ▼	-21.7%	21,388	0.5%	Finance
ABT Abbott Laboratories	$5,718,562	$249,671 ▼	-4.2%	42,648	0.5%	Medical
VZ Verizon Communications	$5,569,724	$495,242 ▲	9.8%	121,473	0.5%	Computer and Technology
MCD McDonald's	$5,557,287	$28,102 ▲	0.5%	17,600	0.5%	Retail/Wholesale
AXP American Express	$5,532,051	$498,513 ▼	-8.3%	20,341	0.5%	Finance
AMGN Amgen	$5,373,584	$973,437 ▼	-15.3%	17,063	0.5%	Medical
MRK Merck & Co., Inc.	$5,361,575	$768,324 ▲	16.7%	59,092	0.5%	Medical
INTU Intuit	$5,356,153	$1,221,426 ▼	-18.6%	8,630	0.5%	Computer and Technology
GILD Gilead Sciences	$5,264,747	$1,709,950 ▼	-24.5%	46,482	0.4%	Medical
ACN Accenture	$5,242,619	$721,369 ▼	-12.1%	16,621	0.4%	Computer and Technology
WFC Wells Fargo & Company	$5,193,833	$823,936 ▼	-13.7%	71,572	0.4%	Finance
ISRG Intuitive Surgical	$5,171,580	$1,244,584 ▲	31.7%	10,330	0.4%	Medical
ADBE Adobe	$5,140,718	$731,951 ▼	-12.5%	13,260	0.4%	Computer and Technology
ORCL Oracle	$4,965,738	$310,632 ▼	-5.9%	35,137	0.4%	Computer and Technology
AWK American Water Works	$4,878,415	$531,459 ▼	-9.8%	32,715	0.4%	Utilities
BMY Bristol-Myers Squibb	$4,846,070	$2,689,151 ▼	-35.7%	78,605	0.4%	Medical
PFE Pfizer	$4,837,880	$445,873 ▼	-8.4%	188,872	0.4%	Medical
WPM Wheaton Precious Metals	$4,816,328	$3,845,815 ▲	396.3%	61,403	0.4%	Basic Materials
CMCSA Comcast	$4,791,205	$1,030,856 ▼	-17.7%	128,451	0.4%	Consumer Discretionary
Palantir Technologies Inc	$4,778,470	$73,712 ▲	1.6%	56,010	0.4%	COM
EIX Edison International	$4,678,974	$2,056,971 ▲	78.5%	78,561	0.4%	Utilities
T AT&T	$4,629,976	$371,395 ▲	8.7%	161,964	0.4%	Computer and Technology
DIS Walt Disney	$4,615,340	$698,686 ▼	-13.1%	46,260	0.4%	Consumer Discretionary
AMAT Applied Materials	$4,613,482	$1,578,559 ▼	-25.5%	31,450	0.4%	Computer and Technology
EOG EOG Resources	$4,579,427	$34,093 ▲	0.8%	35,327	0.4%	Energy
KLAC KLA	$4,564,161	$1,053,427 ▼	-18.8%	6,642	0.4%	Computer and Technology
C Citigroup	$4,511,649	$14,782 ▲	0.3%	62,872	0.4%	Finance
FI Fiserv	$4,451,960	$1,213,887 ▼	-21.4%	19,944	0.4%	Business Services
TMO Thermo Fisher Scientific	$4,409,230	$18,108 ▲	0.4%	8,766	0.4%	Medical
MSI Motorola Solutions	$4,373,764	$1,228,088 ▼	-21.9%	9,883	0.4%	Computer and Technology
TJX TJX Companies	$4,360,413	$1,133,934 ▼	-20.6%	35,416	0.4%	Retail/Wholesale
CAT Caterpillar	$4,310,190	$555,067 ▼	-11.4%	12,929	0.4%	Industrials
SYK Stryker	$4,302,430	$323,980 ▼	-7.0%	11,434	0.4%	Medical
TMUS T-Mobile US	$4,265,614	$248,032 ▼	-5.5%	15,822	0.4%	Computer and Technology
BKR Baker Hughes	$4,226,937	$104,046 ▼	-2.4%	95,145	0.4%	Energy
MMC Marsh & McLennan Companies	$4,226,273	$1,177,130 ▼	-21.8%	17,133	0.4%	Finance
ECL Ecolab	$4,111,808	$51,253 ▼	-1.2%	16,045	0.3%	Basic Materials
BK Bank of New York Mellon	$4,069,978	$1,071,520 ▼	-20.8%	48,007	0.3%	Finance
ETN Eaton	$4,053,491	$1,065,305 ▼	-20.8%	14,752	0.3%	Industrials
CME CME Group	$4,046,607	$206,487 ▼	-4.9%	15,090	0.3%	Finance
SHOP Shopify	$3,999,296	$1,040,251 ▼	-20.6%	41,475	0.3%	Computer and Technology
IBM International Business Machines	$3,933,448	$298,609 ▲	8.2%	15,649	0.3%	Computer and Technology
SHW Sherwin-Williams	$3,896,127	$630,059 ▼	-13.9%	11,038	0.3%	Basic Materials
ITW Illinois Tool Works	$3,894,336	$146,658 ▼	-3.6%	15,534	0.3%	Industrials
MS Morgan Stanley	$3,858,220	$1,084,524 ▼	-21.9%	32,715	0.3%	Finance
SPGI S&P Global	$3,830,473	$36,980 ▲	1.0%	7,458	0.3%	Business Services
TT Trane Technologies	$3,792,939	$268,711 ▼	-6.6%	11,137	0.3%	Construction
Lam Research Corp	$3,626,109	$392,572 ▼	-9.8%	49,343	0.3%	COM
CI The Cigna Group	$3,620,637	$2,046,273 ▼	-36.1%	10,887	0.3%	Medical
INVH Invitation Homes	$3,614,956		0.0%	102,617	0.3%	Finance
SLB Schlumberger	$3,595,051	$160,054 ▲	4.7%	85,084	0.3%	Energy
MDT Medtronic	$3,583,119	$26,433 ▲	0.7%	39,447	0.3%	Medical
ES Eversource Energy	$3,512,021	$13,498 ▲	0.4%	55,939	0.3%	Utilities
ADI Analog Devices	$3,475,734	$733,268 ▲	26.7%	17,050	0.3%	Computer and Technology
MDLZ Mondelez International	$3,442,294	$96,362 ▼	-2.7%	50,190	0.3%	Consumer Staples
RY Royal Bank of Canada	$3,437,675	$604,030 ▲	21.3%	30,192	0.3%	Finance
APH Amphenol	$3,360,454	$453,630 ▼	-11.9%	50,685	0.3%	Computer and Technology
Blackrock Inc	$3,314,135	$2,786,016 ▼	-45.7%	3,464	0.3%	COM
PLD Prologis	$3,296,703	$130,969 ▼	-3.8%	29,174	0.3%	Finance
NOW ServiceNow	$3,058,116	$593,918 ▼	-16.3%	3,800	0.3%	Computer and Technology
GE Vernova Inc	$3,012,746	$614,090 ▼	-16.9%	9,763	0.3%	COM
SPG Simon Property Group	$2,899,450	$607,892 ▼	-17.3%	17,271	0.2%	Finance
HWM Howmet Aerospace	$2,870,038	$586,964 ▼	-17.0%	21,886	0.2%	Aerospace
VRTX Vertex Pharmaceuticals	$2,854,679	$401,860 ▼	-12.3%	5,825	0.2%	Medical
HES Hess	$2,838,806		0.0%	17,582	0.2%	Energy
COP ConocoPhillips	$2,825,821		0.0%	26,619	0.2%	Energy
AMP Ameriprise Financial	$2,822,116	$599,461 ▼	-17.5%	5,767	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