Filed: 2/13/2024ACC: 0001984475-24-000002
📋 What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 455 equity positions with a total reported market value of $81.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
455
Positions
$81.55M
Total AUM (reported)
726.03K
Total Shares
Allocation by class
COM$81.55M100.0%
Portfolio Concentration
Top 3$14.24M17.5%
4–10$11.53M14.1%
11–25$12.68M15.5%
Rest$43.11M52.9%
Top 3 weight
17.5%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 726.03K
Sole
Full voting authority
726.03K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole455
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings455
Rows:
Apple Inc
SOLEShares31.59K
TypeSH
Market value$6.08M
7.46%
Sole
31.59K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares13.87K
TypeSH
Market value$5.22M
6.40%
Sole
13.87K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares5.93K
TypeSH
Market value$2.94M
3.60%
Sole
5.93K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares18.18K
TypeSH
Market value$2.76M
3.39%
Sole
18.18K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares14.96K
TypeSH
Market value$2.11M
2.58%
Sole
14.96K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares1.42K
TypeSH
Market value$1.58M
1.94%
Sole
1.42K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares9.36K
TypeSH
Market value$1.31M
1.60%
Sole
9.36K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares3.64K
TypeSH
Market value$1.29M
1.58%
Sole
3.64K
Shared
0.00
None
0.00
Visa Inc
SOLEShares4.79K
TypeSH
Market value$1.25M
1.53%
Sole
4.79K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares7.97K
TypeSH
Market value$1.24M
1.52%
Sole
7.97K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares2.30K
TypeSH
Market value$1.21M
1.49%
Sole
2.30K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares4.36K
TypeSH
Market value$1.08M
1.33%
Sole
4.36K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares5.82K
TypeSH
Market value$988.6K
1.21%
Sole
5.82K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares3.24K
TypeSH
Market value$934.0K
1.15%
Sole
3.24K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares3.49K
TypeSH
Market value$918.4K
1.13%
Sole
3.49K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares1.49K
TypeSH
Market value$889.5K
1.09%
Sole
1.49K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares5.31K
TypeSH
Market value$837.6K
1.03%
Sole
5.31K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares2.81K
TypeSH
Market value$829.4K
1.02%
Sole
2.81K
Shared
0.00
None
0.00
KLA Corp
SOLEShares1.40K
TypeSH
Market value$813.8K
1.00%
Sole
1.40K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares4.91K
TypeSH
Market value$769.9K
0.94%
Sole
4.91K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares6.62K
TypeSH
Market value$721.9K
0.89%
Sole
6.62K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares4.07K
TypeSH
Market value$692.3K
0.85%
Sole
4.07K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares2.92K
TypeSH
Market value$680.0K
0.83%
Sole
2.92K
Shared
0.00
None
0.00
Gilead Sciences Inc
SOLEShares8.17K
TypeSH
Market value$661.8K
0.81%
Sole
8.17K
Shared
0.00
None
0.00
Booking Holdings Inc
SOLEShares183.00
TypeSH
Market value$649.1K
0.80%
Sole
183.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 31.59K | SH | $6.08M 7.46% | 31.59K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 13.87K | SH | $5.22M 6.40% | 13.87K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 5.93K | SH | $2.94M 3.60% | 5.93K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 18.18K | SH | $2.76M 3.39% | 18.18K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 14.96K | SH | $2.11M 2.58% | 14.96K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 1.42K | SH | $1.58M 1.94% | 1.42K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 9.36K | SH | $1.31M 1.60% | 9.36K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 3.64K | SH | $1.29M 1.58% | 3.64K | 0.00 | 0.00 |
Visa IncSOLE | COM | 4.79K | SH | $1.25M 1.53% | 4.79K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 7.97K | SH | $1.24M 1.52% | 7.97K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 2.30K | SH | $1.21M 1.49% | 2.30K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 4.36K | SH | $1.08M 1.33% | 4.36K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 5.82K | SH | $988.6K 1.21% | 5.82K | 0.00 | 0.00 |
Amgen IncSOLE | COM | 3.24K | SH | $934.0K 1.15% | 3.24K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 3.49K | SH | $918.4K 1.13% | 3.49K | 0.00 | 0.00 |
Adobe IncSOLE | COM | 1.49K | SH | $889.5K 1.09% | 1.49K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 5.31K | SH | $837.6K 1.03% | 5.31K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 2.81K | SH | $829.4K 1.02% | 2.81K | 0.00 | 0.00 |
KLA CorpSOLE | COM | 1.40K | SH | $813.8K 1.00% | 1.40K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 4.91K | SH | $769.9K 0.94% | 4.91K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 6.62K | SH | $721.9K 0.89% | 6.62K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 4.07K | SH | $692.3K 0.85% | 4.07K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 2.92K | SH | $680.0K 0.83% | 2.92K | 0.00 | 0.00 |
Gilead Sciences IncSOLE | COM | 8.17K | SH | $661.8K 0.81% | 8.17K | 0.00 | 0.00 |
Booking Holdings IncSOLE | COM | 183.00 | SH | $649.1K 0.80% | 183.00 | 0.00 | 0.00 |
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