Latest Plato Investment Management Ltd Stock Portfolio
Plato Investment Management Ltd Performance:
2025 Q1: -3.68%YTD: -3.68%2024: 7.95%
Performance for 2025 Q1 is -3.68%, and YTD is -3.68%, and 2024 is 7.95%.
About Plato Investment Management Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Plato Investment Management Ltd reported an equity portfolio of $1.2 Billions as of 31 Mar, 2025.
The top stock holdings of Plato Investment Management Ltd are AAPL, NVDA, MSFT. The fund has invested 6.5% of it's portfolio in APPLE INC and 5.3% of portfolio in NVIDIA CORP.
The fund managers got completely rid off LENNOX INTERNATIONAL INC (LII), FORTUNA MINING CORP and HALLIBURTON CO (HAL) stocks. They significantly reduced their stock positions in AFFIRM HOLDINGS INC (AFRM), EXP WORLD HOLDINGS INC (EXPI) and REGIONS FINANCIAL CORP (RF). Plato Investment Management Ltd opened new stock positions in EXPEDIA GROUP INC (EXPE), MOLSON COORS BEVERAGE CO (TAP) and ONEOK INC (OKE). The fund showed a lot of confidence in some stocks as they added substantially to OVINTIV INC (OVV), ADVANCED MICRO DEVICES INC (AMD) and ALCON AG.
The top stock holdings of Plato Investment Management Ltd are AAPL, NVDA, MSFT. The fund has invested 6.5% of it's portfolio in APPLE INC and 5.3% of portfolio in NVIDIA CORP.
The fund managers got completely rid off LENNOX INTERNATIONAL INC (LII), FORTUNA MINING CORP and HALLIBURTON CO (HAL) stocks. They significantly reduced their stock positions in AFFIRM HOLDINGS INC (AFRM), EXP WORLD HOLDINGS INC (EXPI) and REGIONS FINANCIAL CORP (RF). Plato Investment Management Ltd opened new stock positions in EXPEDIA GROUP INC (EXPE), MOLSON COORS BEVERAGE CO (TAP) and ONEOK INC (OKE). The fund showed a lot of confidence in some stocks as they added substantially to OVINTIV INC (OVV), ADVANCED MICRO DEVICES INC (AMD) and ALCON AG.
Plato Investment Management Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Plato Investment Management Ltd made a return of -3.68% in the last quarter. In trailing 12 months, it's portfolio return was -1.23%.
New Buys
| Ticker | $ Bought |
|---|---|
| expedia group inc | 1,647,900 |
| molson coors beverage co | 1,379,800 |
| oneok inc | 828,639 |
| heico corp | 655,763 |
| mgm resorts international | 624,541 |
| pilgrim's pride corp | 579,329 |
| stantec inc | 568,135 |
| expand energy corp | 502,542 |
New stocks bought by Plato Investment Management Ltd
Additions
| Ticker | % Inc. |
|---|---|
| ovintiv inc | 43,872 |
| advanced micro devices inc | 1,793 |
| alcon ag | 1,247 |
| open text corp | 926 |
| new jersey resources corp | 861 |
| blackstone inc | 775 |
| reddit inc | 712 |
| gildan activewear inc | 684 |
Additions to existing portfolio by Plato Investment Management Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| cheniere energy inc | -98.51 |
| centerra gold inc | -98.08 |
| general dynamics corp | -96.7 |
| qorvo inc | -95.14 |
| kkr & co inc | -94.21 |
| hewlett packard enterprise co | -93.91 |
| northrop grumman corp | -93.75 |
| skyworks solutions inc | -93.09 |
Plato Investment Management Ltd reduced stake in above stock
Sold off
Sector Distribution
Plato Investment Management Ltd has about 29.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 29.7 |
| Healthcare | 12.1 |
| Financial Services | 11.4 |
| Consumer Cyclical | 9.5 |
| Communication Services | 8.9 |
| Industrials | 6.9 |
| Others | 6.7 |
| Consumer Defensive | 6.3 |
| Energy | 3.2 |
| Real Estate | 2.4 |
| Utilities | 1.7 |
| Basic Materials | 1.4 |
Market Cap. Distribution
Plato Investment Management Ltd has about 92.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 46.6 |
| LARGE-CAP | 45.8 |
| UNALLOCATED | 6.8 |
Stocks belong to which Index?
About 88.1% of the stocks held by Plato Investment Management Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 88.1 |
| Others | 11.7 |
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 527 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. ABBV was the most profitable stock for Plato Investment Management Ltd last quarter.
Last Reported on: 20 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.05 | 5,238 | 619,381 | unchanged | 0.00 | ||
| AAPL | apple inc | 6.47 | 341,838 | 76,755,300 | reduced | -10.37 | ||
| ABBV | abbvie inc | 0.92 | 51,744 | 10,958,900 | reduced | -20.96 | ||
| ABC | cencora inc | 0.04 | 1,839 | 516,949 | reduced | -10.94 | ||
| ABNB | airbnb inc | 0.19 | 18,974 | 2,291,200 | added | 53.08 | ||
| ABT | abbott laboratories | 0.48 | 42,648 | 5,718,560 | reduced | -4.18 | ||
| ACGL | arch capital group ltd | 0.02 | 2,822 | 274,361 | reduced | -23.17 | ||
| ACI | albertsons cos inc | 0.00 | 2,368 | 52,637 | new | |||
| ACM | aecom | 0.06 | 7,600 | 712,385 | added | 0.64 | ||
| ACN | accenture plc | 0.44 | 16,621 | 5,242,620 | reduced | -12.1 | ||
| ADBE | adobe inc | 0.43 | 13,260 | 5,140,720 | reduced | -12.46 | ||
| ADI | analog devices inc | 0.29 | 17,050 | 3,475,730 | added | 26.74 | ||
| ADNT | adient plc | 0.01 | 5,171 | 67,220 | new | |||
| ADP | automatic data processing inc | 0.65 | 24,817 | 7,664,500 | reduced | -14.35 | ||
| ADSK | autodesk inc | 0.12 | 5,569 | 1,473,760 | reduced | -20.12 | ||
| AFL | aflac inc | 0.03 | 3,338 | 375,174 | added | 0.91 | ||
| AIG | american international group i | 0.03 | 4,584 | 402,852 | added | 1.01 | ||
| AIZ | assurant inc | 0.02 | 976 | 206,934 | unchanged | 0.00 | ||
| AJG | arthur j gallagher & co | 0.05 | 1,651 | 576,168 | unchanged | 0.00 | ||
| AKAM | akamai technologies inc | 0.01 | 1,088 | 88,533 | unchanged | 0.00 | ||