Latest Plato Investment Management Ltd Stock Portfolio
Plato Investment Management Ltd Performance:
2025 Q3: 6.53%YTD: 10.06%2024: 12.24%
Performance for 2025 Q3 is 6.53%, and YTD is 10.06%, and 2024 is 12.24%.
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 $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 7.4% of it's portfolio in NVIDIA CORP and 6.2% of portfolio in APPLE INC.
The fund managers got completely rid off HESS CORP (HES), ANSYS INC (ANSS) and WALGREENS BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in MANHATTAN ASSOCIATES INC (MANH), OVINTIV INC (OVV) and CARMAX INC (KMX). Plato Investment Management Ltd opened new stock positions in MAGNA INTERNATIONAL INC, TAPESTRY INC (TPR) and LAS VEGAS SANDS CORP (LVS). The fund showed a lot of confidence in some stocks as they added substantially to REGIONS FINANCIAL CORP (RF), AFFIRM HOLDINGS INC (AFRM) and TUTOR PERINI CORP (TPC).
The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 7.4% of it's portfolio in NVIDIA CORP and 6.2% of portfolio in APPLE INC.
The fund managers got completely rid off HESS CORP (HES), ANSYS INC (ANSS) and WALGREENS BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in MANHATTAN ASSOCIATES INC (MANH), OVINTIV INC (OVV) and CARMAX INC (KMX). Plato Investment Management Ltd opened new stock positions in MAGNA INTERNATIONAL INC, TAPESTRY INC (TPR) and LAS VEGAS SANDS CORP (LVS). The fund showed a lot of confidence in some stocks as they added substantially to REGIONS FINANCIAL CORP (RF), AFFIRM HOLDINGS INC (AFRM) and TUTOR PERINI CORP (TPC).
Plato Investment Management Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Plato Investment Management Ltd made a return of 6.53% in the last quarter. In trailing 12 months, it's portfolio return was 12.64%.
New Buys
| Ticker | $ Bought |
|---|---|
| magna international inc | 1,879,920 |
| kinross gold corp | 1,691,760 |
| millicom international cellula | 874,913 |
| tapestry inc | 778,972 |
| las vegas sands corp | 675,258 |
| west pharmaceutical services i | 659,938 |
| equity residential | 272,106 |
| rev group inc | 252,790 |
New stocks bought by Plato Investment Management Ltd
Additions
| Ticker | % Inc. |
|---|---|
| regions financial corp | 40,672 |
| affirm holdings inc | 11,474 |
| tutor perini corp | 5,803 |
| nrg energy inc | 5,087 |
| raymond james financial inc | 2,000 |
| general dynamics corp | 1,852 |
| union pacific corp | 1,780 |
| booz allen hamilton holding co | 461 |
Additions to existing portfolio by Plato Investment Management Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| mgm resorts international | -99.39 |
| epam systems inc | -99.35 |
| roku inc | -99.33 |
| cheniere energy inc | -98.78 |
| freeport-mcmoran inc | -98.49 |
| synopsys inc | -98.03 |
| bill holdings inc | -96.33 |
| franco-nevada corp | -91.84 |
Plato Investment Management Ltd reduced stake in above stock
Sold off
Sector Distribution
Plato Investment Management Ltd has about 34.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 34.5 |
| Financial Services | 10.4 |
| Healthcare | 10 |
| Communication Services | 9.9 |
| Consumer Cyclical | 9.6 |
| Others | 7.3 |
| Industrials | 6.4 |
| Consumer Defensive | 5 |
| Energy | 2.3 |
| Real Estate | 2 |
| Utilities | 1.4 |
| Basic Materials | 1.2 |
Market Cap. Distribution
Plato Investment Management Ltd has about 92.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 49.9 |
| LARGE-CAP | 42.2 |
| UNALLOCATED | 7.4 |
Stocks belong to which Index?
About 87.2% of the stocks held by Plato Investment Management Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 87.2 |
| Others | 12.6 |
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 35% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Plato Investment Management Ltd last quarter.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.06 | 6,614 | 842,437 | reduced | -6.28 | ||
| AAPL | apple inc | 6.16 | 359,781 | 90,912,800 | added | 1.88 | ||
| ABBV | abbvie inc | 0.83 | 53,479 | 12,288,200 | added | 2.54 | ||
| ABC | cencora inc | 0.04 | 2,066 | 640,766 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.14 | 17,623 | 2,123,480 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.38 | 42,681 | 5,673,120 | unchanged | 0.00 | ||
| ACM | aecom | 0.07 | 7,604 | 984,533 | unchanged | 0.00 | ||
| ACN | accenture plc | 0.30 | 18,112 | 4,432,380 | added | 1.72 | ||
| ADBE | adobe inc | 0.46 | 19,220 | 6,728,180 | added | 22.4 | ||
| ADI | analog devices inc | 0.29 | 17,820 | 4,345,000 | added | 4.22 | ||
| ADNT | adient plc | 0.01 | 3,564 | 85,167 | reduced | -31.08 | ||
| ADP | automatic data processing inc | 0.49 | 24,903 | 7,253,320 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 0.15 | 7,211 | 2,273,260 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.03 | 3,343 | 370,567 | unchanged | 0.00 | ||
| AFRM | affirm holdings inc | 0.03 | 5,440 | 394,525 | added | 11,474 | ||
| AIG | american international group i | 0.02 | 4,589 | 357,673 | unchanged | 0.00 | ||
| AIZ | assurant inc | 0.00 | 126 | 27,084 | reduced | -87.09 | ||
| AJG | arthur j gallagher & co | 0.03 | 1,652 | 507,791 | unchanged | 0.00 | ||
| AKAM | akamai technologies inc | 0.01 | 1,088 | 81,799 | unchanged | 0.00 | ||
| ALGN | align technology inc | 0.04 | 5,357 | 665,691 | unchanged | 0.00 | ||