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Latest Plato Investment Management Ltd Stock Portfolio

$1.49Billion– No. of Holdings #516

Plato Investment Management Ltd Performance:
2026 Q1: -5.47%YTD: -5.47%2025: 16.4%
Performance for 2026 Q1 is -5.47%, and YTD is -5.47%, and 2025 is 16.4%.

About Plato Investment Management Ltd and 13F Hedge Fund Stock Holdings

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Plato Investment Management Ltd reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 7% of it's portfolio in NVIDIA CORP and 6.2% of portfolio in APPLE INC.

The fund managers got completely rid off OLD REPUBLIC INTERNATIONAL COR (ORI), ROBINHOOD MARKETS INC (HOOD) and FLUTTER ENTERTAINMENT PLC stocks. They significantly reduced their stock positions in DUPONT DE NEMOURS INC (DD), TUTOR PERINI CORP (TPC) and NRG ENERGY INC (NRG). Plato Investment Management Ltd opened new stock positions in ASTRAZENECA PLC, SEAGATE TECHNOLOGY HOLDINGS PL (STX) and CITIZENS FINANCIAL GROUP INC (CFG). The fund showed a lot of confidence in some stocks as they added substantially to NASDAQ INC (NDAQ), COCA-COLA EUROPACIFIC PARTNERS (CCEP) and BANK OF MONTREAL (BMO).
Plato Investment Management Ltd Equity Portfolio Value
Last Reported on: 05 May, 2026

Plato Investment Management Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Plato Investment Management Ltd made a return of -5.47% in the last quarter. In trailing 12 months, it's portfolio return was 14.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc6,151,600
seagate technology holdings pl2,502,850
totalenergies se2,327,140
citizens financial group inc1,720,340
lumentum holdings inc1,328,290
pinnacle financial partners in977,312
nova ltd922,128
enbridge inc853,699
New stocks bought by Plato Investment Management Ltd

Additions

Ticker% Inc.
nasdaq inc15,268
coca-cola europacific partners9,523
bank of montreal2,950
clear secure inc2,622
roku inc2,154
aercap holdings nv1,039
jackson financial inc554
teva pharmaceutical industries515
Additions to existing portfolio by Plato Investment Management Ltd

Reductions

Ticker% Reduced
dupont de nemours inc-98.5
tutor perini corp-97.35
nrg energy inc-95.06
fiserv inc-92.95
willscot holdings corp-92.34
pinterest inc-92.01
royal caribbean cruises ltd-89.33
extra space storage inc-89.2
Plato Investment Management Ltd reduced stake in above stock

Sold off

None of the stocks were completely sold off by Plato Investment Management Ltd

Sector Distribution

Plato Investment Management Ltd has about 32.7% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Others
  • Industrials
  • Consumer Defensive
  • Energy
  • Real Estate
  • Utilities
  • Basic Materials
Sector%
Technology32.7
Healthcare10.7
Financial Services10.3
Communication Services9.8
Consumer Cyclical9
Others7.9
Industrials7
Consumer Defensive5.4
Energy2.9
Real Estate1.8
Utilities1.5
Basic Materials1.1

Market Cap. Distribution

Plato Investment Management Ltd has about 91.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP55.1
LARGE-CAP36.7
UNALLOCATED7.8

Stocks belong to which Index?

About 87.4% of the stocks held by Plato Investment Management Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50087.4
Others12.1
Top 5 Winners (%)%
IRDM
iridium communications inc
58.9 %
WDC
western digital corp
52.2 %
TPL
texas pacific land corp
51.0 %
FIX
comfort systems usa inc
45.0 %
VLO
valero energy corp
41.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3.6 M
JNJ
johnson & johnson
2.5 M
CVX
chevron corp
2.2 M
LRCX
lam research corp
2.1 M
ge vernova inc
2.0 M
Top 5 Losers (%)%
TEAM
atlassian corp
-56.1 %
PD
pagerduty inc
-52.9 %
DOCS
doximity inc
-47.6 %
reddit inc
-41.7 %
ZI
zoominfo technologies inc
-41.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-19.5 M
NVDA
nvidia corp
-7.7 M
AAPL
apple inc
-7.0 M
AMZN
amazon.com inc
-5.3 M
TSLA
tesla inc
-5.1 M

Plato Investment Management Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Plato Investment Management Ltd

Plato Investment Management Ltd has 516 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Plato Investment Management Ltd last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions