# Plato Investment Management Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1984475. Source: https://holderbook.com/funds/1984475-plato-investment-management-ltd/

- Reported value: $1.8B
- Positions: 496
- Weight of the ten largest: 33.1%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $120.5M | 605,743 | 6.9% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $108.4M | 376,892 | 6.2% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $65.1M | 175,526 | 3.7% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $58.3M | 245,991 | 3.3% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $50.9M | 143,346 | 2.9% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $43.4M | 115,497 | 2.5% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $43.2M | 122,845 | 2.5% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $33.9M | 29,519 | 1.9% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $29.1M | 52,003 | 1.7% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $27.0M | 64,537 | 1.5% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $25.1M | 43,401 | 1.4% | 10 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $24.8M | 20,772 | 1.4% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $20.3M | 62,447 | 1.2% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $18.3M | 72,416 | 1.0% | 11 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $16.9M | 39,281 | 1.0% | 8 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $16.3M | 117,493 | 0.9% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $15.5M | 45,340 | 0.9% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $15.4M | 61,586 | 0.9% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $14.7M | 13,863 | 0.8% | 11 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $14.3M | 19,885 | 0.8% | 11 |
| VERISIGN INC | [VRSN](https://holderbook.com/stocks/VRSN/) | $14.2M | 121,512 | 0.8% | 5 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $13.8M | 27,058 | 0.8% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $13.0M | 230,368 | 0.7% | 11 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $12.6M | 22,627 | 0.7% | 11 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $12.2M | 32,722 | 0.7% | 11 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $12.1M | 40,481 | 0.7% | 11 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $12.1M | 10,345 | 0.7% | 9 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $11.9M | 85,879 | 0.7% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $11.4M | 140,677 | 0.6% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.9M | 96,939 | 0.6% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $10.3M | 63,446 | 0.6% | 11 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $10.0M | 48,226 | 0.6% | 11 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $10.0M | 68,665 | 0.6% | 11 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $9.8M | 47,573 | 0.6% | 8 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $9.6M | 23,178 | 0.5% | 11 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $9.5M | 70,534 | 0.5% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $9.5M | 74,299 | 0.5% | 11 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $8.7M | 49,634 | 0.5% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $8.5M | 201,623 | 0.5% | 11 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $8.5M | 21,489 | 0.5% | 11 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $8.4M | 119,014 | 0.5% | 11 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $8.1M | 22,412 | 0.5% | 11 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $7.9M | 26,712 | 0.5% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.8M | 22,240 | 0.4% | 11 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $7.7M | 22,911 | 0.4% | 11 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $7.6M | 79,394 | 0.4% | 11 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $7.6M | 62,530 | 0.4% | 5 |
| MAGNA INTL INC | [MGA](https://holderbook.com/stocks/MGA/) | $7.5M | 114,356 | 0.4% | 4 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $6.9M | 59,922 | 0.4% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $6.8M | 49,688 | 0.4% | 11 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $6.6M | 271,166 | 0.4% | 11 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $6.5M | 36,517 | 0.4% | 11 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $6.4M | 50,583 | 0.4% | 11 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $6.3M | 41,576 | 0.4% | 11 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $6.2M | 20,989 | 0.4% | 11 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $6.2M | 22,363 | 0.4% | 11 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $6.1M | 74,817 | 0.4% | 11 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $6.1M | 52,991 | 0.4% | 11 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $6.1M | 106,571 | 0.3% | 11 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $6.0M | 65,701 | 0.3% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.0M | 11,984 | 0.3% | 11 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $5.9M | 13,784 | 0.3% | 11 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $5.9M | 31,725 | 0.3% | 2 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $5.9M | 35,200 | 0.3% | 11 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $5.6M | 5,807 | 0.3% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $5.5M | 265,822 | 0.3% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.5M | 19,502 | 0.3% | 11 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $5.4M | 12,773 | 0.3% | 11 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $5.4M | 225,254 | 0.3% | 11 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $5.3M | 51,917 | 0.3% | 11 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $5.3M | 23,732 | 0.3% | 11 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $5.2M | 15,417 | 0.3% | 11 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $5.1M | 19,242 | 0.3% | 10 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $5.1M | 10,260 | 0.3% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $5.1M | 18,857 | 0.3% | 11 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $5.0M | 7,949 | 0.3% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.0M | 34,233 | 0.3% | 11 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $4.9M | 99,572 | 0.3% | 8 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.9M | 14,740 | 0.3% | 11 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $4.8M | 2,412 | 0.3% | 3 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $4.7M | 32,963 | 0.3% | 11 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $4.7M | 9,440 | 0.3% | 11 |
| BANK MONTREAL MEDIUM | [BMO](https://holderbook.com/stocks/BMO/) | $4.6M | 26,449 | 0.3% | 5 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $4.6M | 37,389 | 0.3% | 8 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $4.6M | 24,982 | 0.3% | 11 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $4.6M | 13,298 | 0.3% | 11 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $4.5M | 33,553 | 0.3% | 11 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $4.4M | 68,804 | 0.3% | 11 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $4.3M | 8,869 | 0.2% | 8 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $4.3M | 10,914 | 0.2% | 11 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $4.3M | 65,289 | 0.2% | 7 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $4.3M | 77,033 | 0.2% | 11 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $4.2M | 19,472 | 0.2% | 11 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $4.2M | 20,635 | 0.2% | 11 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $4.2M | 24,790 | 0.2% | 7 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $4.1M | 15,981 | 0.2% | 11 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $4.1M | 57,544 | 0.2% | 11 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $4.1M | 87,769 | 0.2% | 11 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $4.0M | 44,606 | 0.2% | 11 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $4.0M | 9,773 | 0.2% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.9% | +14.8% | +0.1% | 100% |
| Q1 2026 | -5.6% | -4.6% | -0.9% | 99% |
| Q4 2025 | +2.5% | +2.4% | +0.2% | 101% |
| Q3 2025 | +7.9% | +7.8% | +0.0% | 100% |
| Q2 2025 | +10.7% | +10.5% | +0.2% | 99% |
| Q1 2025 | -4.4% | -4.6% | +0.1% | 100% |
| Q4 2024 | +2.5% | +2.1% | +0.4% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.8B | 496 |
| Q1 2026 | $1.5B | 516 |
| Q4 2025 | $1.5B | 513 |
| Q3 2025 | $1.5B | 516 |
| Q2 2025 | $1.3B | 516 |
| Q1 2025 | $1.2B | 527 |
| Q4 2024 | $1.4B | 585 |
| Q3 2024 | $1.2B | 547 |
| Q2 2024 | $1.1B | 495 |
| Q1 2024 | $967.2M | 489 |
| Q4 2023 | $81.6M | 455 |