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Latest Plato Investment Management Ltd Stock Portfolio

Plato Investment Management Ltd Performance:
2025 Q4: -0.86%YTD: 10.4%2024: 15.55%
Performance for 2025 Q4 is -0.86%, and YTD is 10.4%, and 2024 is 15.55%.

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

On 2026-02-04, 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 Dec, 2025.

The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 7.2% of it's portfolio in NVIDIA CORP and 6.4% of portfolio in APPLE INC.

The fund managers got completely rid off MILLICOM INTERNATIONAL CELLULA, LULULEMON ATHLETICA INC (LULU) and NUTANIX INC (NTNX) stocks. They significantly reduced their stock positions in MOLSON COORS BEVERAGE CO (TAP), REVVITY INC and CLEAR SECURE INC (YOU). Plato Investment Management Ltd opened new stock positions in WESTERN DIGITAL CORP (WDC), COMFORT SYSTEMS USA INC (FIX) and BCE INC. The fund showed a lot of confidence in some stocks as they added substantially to THOMSON REUTERS CORP, GARMIN LTD (GRMN) and LIGHTSPEED COMMERCE INC (LSPD).

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

Our best estimate is that Plato Investment Management Ltd made a return of -0.86% in the last quarter. In trailing 12 months, it's portfolio return was 10.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
western digital corp2,083,900
comfort systems usa inc2,044,490
bce inc1,616,420
buckle inc/the1,171,250
old republic international cor1,144,640
atmos energy corp955,432
teradyne inc766,733
devon energy corp732,858
New stocks bought by Plato Investment Management Ltd

Additions

Ticker% Inc.
thomson reuters corp5,967
garmin ltd1,102
lightspeed commerce inc880
netflix inc801
synopsys inc576
wp carey inc453
servicenow inc400
enerflex ltd399
Additions to existing portfolio by Plato Investment Management Ltd

Reductions

Ticker% Reduced
molson coors beverage co-99.57
revvity inc-98.67
clear secure inc-98.54
united parcel service inc-97.96
chewy inc-97.64
adient plc-94.92
align technology inc-94.29
range resources corp-93.86
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 34.2% of it's holdings in Technology sector.

Sector%
Technology34.2
Financial Services10.8
Healthcare10.7
Communication Services10.1
Consumer Cyclical9.5
Others7.3
Industrials6.3
Consumer Defensive4.9
Energy2.1
Real Estate1.8
Utilities1.3
Basic Materials1.1

Market Cap. Distribution

Plato Investment Management Ltd has about 92% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP50
LARGE-CAP42
UNALLOCATED7.4

Stocks belong to which Index?

About 87.8% of the stocks held by Plato Investment Management Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50087.8
Others11.8
Top 5 Winners (%)%
MU
micron technology inc
72.0 %
TEVA
teva pharmaceutical industries
55.6 %
indivior plc
50.7 %
LLY
eli lilly & co
41.6 %
WBD
warner bros discovery inc
40.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
10.0 M
GOOG
alphabet inc
8.9 M
AAPL
apple inc
7.4 M
LLY
eli lilly & co
5.7 M
MU
micron technology inc
3.4 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
NOW
servicenow inc
-74.7 %
TPL
texas pacific land corp
-61.4 %
DD
dupont de nemours inc
-41.9 %
wix.com ltd
-40.8 %
Top 5 Losers ($)$
NFLX
netflix inc
-60.9 M
NOW
servicenow inc
-11.3 M
MSFT
microsoft corp
-4.7 M
META
meta platforms inc
-3.3 M
ORCL
oracle corp
-3.2 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 513 stocks in it's portfolio. About 35.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Plato Investment Management Ltd last quarter.

Last Reported on: 04 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions