Plato Investment Management Ltd
Long book
$1.49B
Q1 2026
Positions
516
Top-10 weight
33%
concentration
Last quarter
+14.8%
SPY +14.8%
Turnover
14%
of book per quarter
Strategy in plain words
auto-generated from filingsPlato Investment Management Ltd is an institutional manager, running a $1.49B US long book across 516 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+6.0%
Q3 2024
+2.9%
Q4 2024
-4.4%
Q1 2025
+11.1%
Q2 2025
+8.2%
Q3 2025
+2.9%
Q4 2025
-5.1%
Q1 2026
+14.8%
Sector allocation
Technology 40%
Financials 12%
Industrials 10%
Healthcare 10%
Consumer discretionary 9%
Services media 5%
Other 4%
Energy 3%
Long book by quarter
What does Plato Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 598.2K | $104.4M | 7.0% | +1.8% |
| AAPL APPLE INC | Technology | 365.4K | $92.8M | 6.2% | +1.8% |
| MSFT MICROSOFT CORP | Technology | 170.7K | $63.2M | 4.2% | +2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 228.2K | $47.6M | 3.2% | +3.4% |
| GOOGL ALPHABET INC-CL A | Technology | 137.1K | $39.4M | 2.6% | +2.9% |
| AVGO BROADCOM INC | Technology | 115.5K | $35.8M | 2.4% | +5.4% |
| GOOG ALPHABET INC-CL C | Technology | 122.8K | $35.2M | 2.4% | +1.0% |
| META META PLATFORMS INC-CLASS A | Technology | 50.8K | $29.1M | 2.0% | +0.2% |
| TSLA TESLA INC | Industrials | 63.4K | $23.6M | 1.6% | +0.1% |
| LLY ELI LILLY & CO | Healthcare | 20.8K | $19.1M | 1.3% | +14.8% |
| JPM JPMORGAN CHASE & CO | Financials | 61.4K | $18.1M | 1.2% | +1.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 69.7K | $17.0M | 1.1% | +2.7% |
| V VISA INC-CLASS A SHARES | Services media | 43.4K | $13.1M | 0.9% | +2.8% |
| XOM EXXON MOBIL CORP | Energy | 74.3K | $12.6M | 0.8% | +0.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 12.5K | $12.5M | 0.8% | +2.0% |
| ABBV ABBVIE INC | Healthcare | 56.4K | $12.3M | 0.8% | +11.5% |
| WMT WALMART INC | Consumer discretionary | 98.0K | $12.2M | 0.8% | Held |
| MA MASTERCARD INC - A | Services media | 21.6K | $10.8M | 0.7% | +3.7% |
| KO COCA-COLA CO/THE | Consumer staples | 139.7K | $10.6M | 0.7% | -8.3% |
| MU MICRON TECHNOLOGY INC | Technology | 31.2K | $10.5M | 0.7% | +11.4% |
| LRCX LAM RESEARCH CORP | Industrials | 48.1K | $10.3M | 0.7% | -11.4% |
| CAT CATERPILLAR INC | Industrials | 14.1K | $10.0M | 0.7% | +2.0% |
| PEP PEPSICO INC | Consumer staples | 64.0K | $9.9M | 0.7% | +2.6% |
| NFLX NETFLIX INC | Services media | 101.3K | $9.7M | 0.7% | +1.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 66.9K | $9.7M | 0.6% | +4.6% |
| GE GENERAL ELECTRIC | Industrials | 32.8K | $9.3M | 0.6% | +7.3% |
| CSCO CISCO SYSTEMS INC | Technology | 119.1K | $9.2M | 0.6% | +2.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 19.1K | $9.2M | 0.6% | Held |
| GEV GE VERNOVA INC | Industrials | 10.5K | $9.2M | 0.6% | +35.9% |
| AMD ADVANCED MICRO DEVICES | Technology | 43.2K | $8.8M | 0.6% | +8.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 173.9K | $8.7M | 0.6% | +19.6% |
| BAC BANK OF AMERICA CORP | Financials | 177.5K | $8.7M | 0.6% | -5.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 56.8K | $8.3M | 0.6% | +9.6% |
| CVX CHEVRON CORP | Energy | 39.7K | $8.2M | 0.6% | -3.4% |
| KLAC KLA CORP | Other | 5.4K | $7.9M | 0.5% | -3.3% |
| RY ROYAL BANK OF CANADA | Financials | 48.8K | $7.9M | 0.5% | +1.4% |
| MRK MERCK & CO. INC. | Healthcare | 64.4K | $7.8M | 0.5% | -4.6% |
| C CITIGROUP INC | Financials | 68.2K | $7.7M | 0.5% | -2.9% |
| AMGN AMGEN INC | Healthcare | 21.8K | $7.7M | 0.5% | +6.8% |
| MS MORGAN STANLEY | Financials | 45.5K | $7.5M | 0.5% | +16.6% |
| HD HOME DEPOT INC | Consumer discretionary | 22.0K | $7.2M | 0.5% | -0.1% |
| GILD GILEAD SCIENCES INC | Healthcare | 51.3K | $7.2M | 0.5% | +5.0% |
| DIS WALT DISNEY CO/THE | Services media | 73.0K | $7.0M | 0.5% | +3.1% |
| ADI ANALOG DEVICES INC | Technology | 22.0K | $7.0M | 0.5% | +23.7% |
| CRM SALESFORCE INC | Technology | 37.4K | $7.0M | 0.5% | +4.6% |
| AXP AMERICAN EXPRESS CO | Financials | 22.9K | $6.9M | 0.5% | +7.5% |
| AMAT APPLIED MATERIALS INC | Technology | 19.9K | $6.8M | 0.5% | +38.8% |
| BKNG BOOKING HOLDINGS INC | Industrials | 1.5K | $6.2M | 0.4% | -2.6% |
| AZN ASTRAZENECA PLC | Healthcare | 31.7K | $6.2M | 0.4% | New |
| WPM WHEATON PRECIOUS METALS CORP | Materials | 46.2K | $6.0M | 0.4% | -22.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 516 | $1.49B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 513 | $1.53B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 516 | $1.48B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 516 | $1.33B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 20, 2025 | 527 | $1.19B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 585 | $1.36B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 547 | $1.23B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 495 | $1.07B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ARESTATEMENT | May 17, 2024 | 489 | $967.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 489 | $1.48B | SEC ↗ |
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