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Latest Plato Investment Management Ltd Stock Portfolio

$1.75Billion | No. of Holdings #496

Plato Investment Management Ltd Performance

2026 Q2+12.72%
YTD+6.55%
2025+16.40%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Plato Investment Management Ltd reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 6.9% of it's portfolio in NVIDIA CORP and 6.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off COSTCO WHOLESALE CORP (COST), CISCO SYSTEMS INC (CSCO) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in RB GLOBAL INC (RBA), EVERPURE INC (PSTG) and FUTU HOLDINGS LTD (FUTU). Plato Investment Management Ltd opened new stock positions in PUBLIC SERVICE ENTERPRISE GROU (PEG), TOWER SEMICONDUCTOR LTD (TSEM) and FLEX LTD (FLEX). The fund showed a lot of confidence in some stocks as they added substantially to VERISIGN INC (VRSN), FOX CORP (FOX) and BROOKFIELD RENEWABLE CORP.
Plato Investment Management Ltd Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$1.75Billion
  as of Aug 07, 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 12.72% in the last quarter. In trailing 12 months, it's portfolio return was 18.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
public service enterprise grou3,795,900
tower semiconductor ltd3,491,430
flex ltd2,145,530
tfi international inc1,837,760
hewlett packard enterprise co1,729,470
host hotels & resorts inc1,144,480
franco-nevada corp1,096,940
fedex corp936,088
New stocks bought by Plato Investment Management Ltd

Additions

Ticker% Inc.
verisign inc2,025,100
fox corp895,700
brookfield renewable corp15,622
technipfmc plc8,390
bill holdings inc3,190
pinterest inc3,006
range resources corp1,291
open text corp779
Additions to existing portfolio by Plato Investment Management Ltd

Reductions

Ticker% Reduced
rb global inc-99.92
everpure inc-99.74
futu holdings ltd-99.15
bentley systems inc-98.99
transunion-98.15
take-two interactive software-96.1
general mills inc-94.77
freeport-mcmoran inc-92.82
Plato Investment Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
ferrari nv-253,440
radware ltd-2,555
millicom international cellula-4,349
royal caribbean cruises ltd-2,203
Plato Investment Management Ltd got rid off the above stocks

Sector Distribution

Plato Investment Management Ltd has about 36% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Others
  • Consumer Defensive
  • Real Estate
  • Energy
  • Basic Materials
  • Utilities
Sector%
Technology36
Healthcare10.8
Financial Services10.8
Communication Services9.6
Consumer Cyclical8.5
Industrials7.6
Others7.1
Consumer Defensive3.8
Real Estate1.7
Energy1.7
Basic Materials1.4
Utilities1.2

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-CAP56.1
LARGE-CAP35.7
UNALLOCATED7.7

Stocks belong to which Index?

About 87.3% 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 50087.3
Others12.3
Top 5 Winners (%)%
MU
micron technology inc
233.0 %
sandisk corp
222.0 %
MRVL
marvell technology inc
197.7 %
AMD
advanced micro devices inc
182.3 %
EW
edwards lifesciences corp
161.4 %
Top 5 Winners ($)$
MU
micron technology inc
24.6 M
AMD
advanced micro devices inc
16.2 M
NVDA
nvidia corp
14.7 M
AAPL
apple inc
12.5 M
INTC
intel corp
9.9 M
Top 5 Losers (%)%
WIX
wix.com ltd
-50.0 %
ZTS
zoetis inc
-39.6 %
NOG
northern oil & gas inc
-37.8 %
CTSH
cognizant technology solutions
-37.2 %
VRSN
verisign inc
-36.1 %
Top 5 Losers ($)$
VRSN
verisign inc
-8.0 M
NFLX
netflix inc
-2.8 M
ACN
accenture plc
-2.4 M
INTU
intuit inc
-2.3 M
XOM
exxon mobil corp
-2.1 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 496 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. VRSN proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Plato Investment Management Ltd last quarter.

$1.75BTotal Value
500Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Plato Investment Management Ltd, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Plato Investment Management Ltd's holding in Agnico Eagle Mines Ltd over time
0.02%1,802
$278.2K
0.02%
decreased 83.15 percentreduced
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Plato Investment Management Ltd's holding in Aercap Holdings Nv over time
0.1%12,115
$1.76M
0.1%
unchanged 0 percentunchanged
AG
First Majestic Silver Corp

First Majestic Silver Corp

AG
Plato Investment Management Ltd's holding in First Majestic Silver Corp over time
0%620
$10.5K
0%
new position