Filed: 8/9/2024ACC: 0001984475-24-000007
📋 What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
495
Positions
$1.07B
Total AUM (reported)
8.32M
Total Shares
Allocation by class
COM$1.05B97.9%
REIT$22.03M2.1%
Portfolio Concentration
Top 3$218.23M20.3%
4–10$156.15M14.5%
11–25$142.04M13.2%
Rest$557.00M51.9%
Top 3 weight
20.3%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 8.32M
Sole
Full voting authority
8.32M
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)
Sole495
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings495
Rows:
NVIDIA Corp
SOLEShares596.63K
TypeSH
Market value$73.71M
6.87%
Sole
596.63K
Shared
0.00
None
0.00
Apple Inc
SOLEShares349.52K
TypeSH
Market value$73.62M
6.86%
Sole
349.52K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares158.64K
TypeSH
Market value$70.90M
6.61%
Sole
158.64K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares209.41K
TypeSH
Market value$40.47M
3.77%
Sole
209.41K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares50.66K
TypeSH
Market value$25.54M
2.38%
Sole
50.66K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares130.98K
TypeSH
Market value$23.86M
2.22%
Sole
130.98K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares124.28K
TypeSH
Market value$22.79M
2.12%
Sole
124.28K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares11.28K
TypeSH
Market value$18.11M
1.69%
Sole
11.28K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares15.32K
TypeSH
Market value$13.87M
1.29%
Sole
15.32K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares58.13K
TypeSH
Market value$11.50M
1.07%
Sole
58.13K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares56.16K
TypeSH
Market value$11.36M
1.06%
Sole
56.16K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares22.20K
TypeSH
Market value$11.30M
1.05%
Sole
22.20K
Shared
0.00
None
0.00
Visa Inc
SOLEShares42.87K
TypeSH
Market value$11.25M
1.05%
Sole
42.87K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares13.12K
TypeSH
Market value$11.15M
1.04%
Sole
13.12K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares59.63K
TypeSH
Market value$10.23M
0.95%
Sole
59.63K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares61.16K
TypeSH
Market value$10.09M
0.94%
Sole
61.16K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares154.91K
TypeSH
Market value$9.86M
0.92%
Sole
154.91K
Shared
0.00
None
0.00
Applied Materials Inc
SOLEShares40.87K
TypeSH
Market value$9.64M
0.90%
Sole
40.87K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares60.18K
TypeSH
Market value$8.80M
0.82%
Sole
60.18K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares53.25K
TypeSH
Market value$8.78M
0.82%
Sole
53.25K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares74.06K
TypeSH
Market value$8.53M
0.79%
Sole
74.06K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares19.02K
TypeSH
Market value$8.39M
0.78%
Sole
19.02K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares23.01K
TypeSH
Market value$7.92M
0.74%
Sole
23.01K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares29.18K
TypeSH
Market value$7.50M
0.70%
Sole
29.18K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares13.02K
TypeSH
Market value$7.23M
0.67%
Sole
13.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 596.63K | SH | $73.71M 6.87% | 596.63K | 0.00 | 0.00 |
Apple IncSOLE | COM | 349.52K | SH | $73.62M 6.86% | 349.52K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 158.64K | SH | $70.90M 6.61% | 158.64K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 209.41K | SH | $40.47M 3.77% | 209.41K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 50.66K | SH | $25.54M 2.38% | 50.66K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 130.98K | SH | $23.86M 2.22% | 130.98K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 124.28K | SH | $22.79M 2.12% | 124.28K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 11.28K | SH | $18.11M 1.69% | 11.28K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 15.32K | SH | $13.87M 1.29% | 15.32K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 58.13K | SH | $11.50M 1.07% | 58.13K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 56.16K | SH | $11.36M 1.06% | 56.16K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 22.20K | SH | $11.30M 1.05% | 22.20K | 0.00 | 0.00 |
Visa IncSOLE | COM | 42.87K | SH | $11.25M 1.05% | 42.87K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 13.12K | SH | $11.15M 1.04% | 13.12K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 59.63K | SH | $10.23M 0.95% | 59.63K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 61.16K | SH | $10.09M 0.94% | 61.16K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | COM | 154.91K | SH | $9.86M 0.92% | 154.91K | 0.00 | 0.00 |
Applied Materials IncSOLE | COM | 40.87K | SH | $9.64M 0.90% | 40.87K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 60.18K | SH | $8.80M 0.82% | 60.18K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 53.25K | SH | $8.78M 0.82% | 53.25K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 74.06K | SH | $8.53M 0.79% | 74.06K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 19.02K | SH | $8.39M 0.78% | 19.02K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | COM | 23.01K | SH | $7.92M 0.74% | 23.01K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 29.18K | SH | $7.50M 0.70% | 29.18K | 0.00 | 0.00 |
Adobe IncSOLE | COM | 13.02K | SH | $7.23M 0.67% | 13.02K | 0.00 | 0.00 |
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