Filed: 5/15/2024ACC: 0001984475-24-000005
📋 What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 489 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
489
Positions
$1.48B
Total AUM (reported)
7.20M
Total Shares
Allocation by class
COM$1.45B98.0%
REIT$29.21M2.0%
Portfolio Concentration
Top 3$260.94M17.6%
4–10$203.20M13.7%
11–25$200.67M13.5%
Rest$817.40M55.1%
Top 3 weight
17.6%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 7.20M
Sole
Full voting authority
7.20M
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)
Sole489
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings489
Rows:
Microsoft Corp
SOLEShares150.86K
TypeSH
Market value$97.29M
6.56%
Sole
150.86K
Shared
0.00
None
0.00
Apple Inc
SOLEShares334.24K
TypeSH
Market value$87.85M
5.93%
Sole
334.24K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares54.73K
TypeSH
Market value$75.79M
5.11%
Sole
54.73K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares197.67K
TypeSH
Market value$54.65M
3.69%
Sole
197.67K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares48.58K
TypeSH
Market value$36.16M
2.44%
Sole
48.58K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares125.57K
TypeSH
Market value$29.05M
1.96%
Sole
125.57K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares113.38K
TypeSH
Market value$26.46M
1.79%
Sole
113.38K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares10.77K
TypeSH
Market value$21.89M
1.48%
Sole
10.77K
Shared
0.00
None
0.00
Visa Inc
SOLEShares41.27K
TypeSH
Market value$17.65M
1.19%
Sole
41.27K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares14.54K
TypeSH
Market value$17.34M
1.17%
Sole
14.54K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares53.38K
TypeSH
Market value$16.39M
1.11%
Sole
53.38K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares55.44K
TypeSH
Market value$15.47M
1.04%
Sole
55.44K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares56.18K
TypeSH
Market value$15.14M
1.02%
Sole
56.18K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares19.68K
TypeSH
Market value$14.92M
1.01%
Sole
19.68K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares59.15K
TypeSH
Market value$14.71M
0.99%
Sole
59.15K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares12.58K
TypeSH
Market value$14.13M
0.95%
Sole
12.58K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares146.57K
TypeSH
Market value$13.74M
0.93%
Sole
146.57K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares18.07K
TypeSH
Market value$13.34M
0.90%
Sole
18.07K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares48.03K
TypeSH
Market value$12.88M
0.87%
Sole
48.03K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares52.71K
TypeSH
Market value$12.78M
0.86%
Sole
52.71K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares27.14K
TypeSH
Market value$12.53M
0.85%
Sole
27.14K
Shared
0.00
None
0.00
Applied Materials Inc
SOLEShares39.02K
TypeSH
Market value$12.34M
0.83%
Sole
39.02K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares20.58K
TypeSH
Market value$12.10M
0.82%
Sole
20.58K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares57.17K
TypeSH
Market value$10.19M
0.69%
Sole
57.17K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares41.41K
TypeSH
Market value$10.01M
0.68%
Sole
41.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 150.86K | SH | $97.29M 6.56% | 150.86K | 0.00 | 0.00 |
Apple IncSOLE | COM | 334.24K | SH | $87.85M 5.93% | 334.24K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 54.73K | SH | $75.79M 5.11% | 54.73K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 197.67K | SH | $54.65M 3.69% | 197.67K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 48.58K | SH | $36.16M 2.44% | 48.58K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 125.57K | SH | $29.05M 1.96% | 125.57K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 113.38K | SH | $26.46M 1.79% | 113.38K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 10.77K | SH | $21.89M 1.48% | 10.77K | 0.00 | 0.00 |
Visa IncSOLE | COM | 41.27K | SH | $17.65M 1.19% | 41.27K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 14.54K | SH | $17.34M 1.17% | 14.54K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 53.38K | SH | $16.39M 1.11% | 53.38K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 55.44K | SH | $15.47M 1.04% | 55.44K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 56.18K | SH | $15.14M 1.02% | 56.18K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 19.68K | SH | $14.92M 1.01% | 19.68K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 59.15K | SH | $14.71M 0.99% | 59.15K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 12.58K | SH | $14.13M 0.95% | 12.58K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | COM | 146.57K | SH | $13.74M 0.93% | 146.57K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 18.07K | SH | $13.34M 0.90% | 18.07K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 48.03K | SH | $12.88M 0.87% | 48.03K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 52.71K | SH | $12.78M 0.86% | 52.71K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 27.14K | SH | $12.53M 0.85% | 27.14K | 0.00 | 0.00 |
Applied Materials IncSOLE | COM | 39.02K | SH | $12.34M 0.83% | 39.02K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | COM | 20.58K | SH | $12.10M 0.82% | 20.58K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 57.17K | SH | $10.19M 0.69% | 57.17K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 41.41K | SH | $10.01M 0.68% | 41.41K | 0.00 | 0.00 |
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