Filed: 11/6/2024ACC: 0001984475-24-000008
📋 What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 547 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
547
Positions
$1.23B
Total AUM (reported)
10.02M
Total Shares
Allocation by class
COM$1.23B99.8%
ADR$2.25M0.2%
Portfolio Concentration
Top 3$226.20M18.4%
4–10$162.78M13.2%
11–25$153.66M12.5%
Rest$689.81M56.0%
Top 3 weight
18.4%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 10.02M
Sole
Full voting authority
10.02M
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)
Sole547
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings547
Rows:
Apple Inc
SOLEShares355.76K
TypeSH
Market value$82.81M
6.72%
Sole
355.76K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares605.13K
TypeSH
Market value$73.41M
5.96%
Sole
605.13K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares162.80K
TypeSH
Market value$69.98M
5.68%
Sole
162.80K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares214.91K
TypeSH
Market value$40.00M
3.25%
Sole
214.91K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares51.70K
TypeSH
Market value$29.56M
2.40%
Sole
51.70K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares132.82K
TypeSH
Market value$22.01M
1.79%
Sole
132.82K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares125.59K
TypeSH
Market value$20.98M
1.70%
Sole
125.59K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares110.70K
TypeSH
Market value$19.08M
1.55%
Sole
110.70K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares62.31K
TypeSH
Market value$16.29M
1.32%
Sole
62.31K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares16.80K
TypeSH
Market value$14.87M
1.21%
Sole
16.80K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares23.27K
TypeSH
Market value$13.59M
1.10%
Sole
23.27K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares60.56K
TypeSH
Market value$11.95M
0.97%
Sole
60.56K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares56.48K
TypeSH
Market value$11.90M
0.97%
Sole
56.48K
Shared
0.00
None
0.00
Visa Inc
SOLEShares42.87K
TypeSH
Market value$11.77M
0.96%
Sole
42.87K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares13.10K
TypeSH
Market value$11.60M
0.94%
Sole
13.10K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares156.70K
TypeSH
Market value$11.25M
0.91%
Sole
156.70K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares61.95K
TypeSH
Market value$10.72M
0.87%
Sole
61.95K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares60.40K
TypeSH
Market value$9.78M
0.79%
Sole
60.40K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares19.13K
TypeSH
Market value$9.43M
0.77%
Sole
19.13K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares23.01K
TypeSH
Market value$9.31M
0.76%
Sole
23.01K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares53.71K
TypeSH
Market value$9.12M
0.74%
Sole
53.71K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares75.42K
TypeSH
Market value$8.83M
0.72%
Sole
75.42K
Shared
0.00
None
0.00
Applied Materials Inc
SOLEShares41.52K
TypeSH
Market value$8.38M
0.68%
Sole
41.52K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares29.86K
TypeSH
Market value$8.17M
0.66%
Sole
29.86K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares97.33K
TypeSH
Market value$7.85M
0.64%
Sole
97.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 355.76K | SH | $82.81M 6.72% | 355.76K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 605.13K | SH | $73.41M 5.96% | 605.13K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 162.80K | SH | $69.98M 5.68% | 162.80K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 214.91K | SH | $40.00M 3.25% | 214.91K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 51.70K | SH | $29.56M 2.40% | 51.70K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 132.82K | SH | $22.01M 1.79% | 132.82K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 125.59K | SH | $20.98M 1.70% | 125.59K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 110.70K | SH | $19.08M 1.55% | 110.70K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 62.31K | SH | $16.29M 1.32% | 62.31K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 16.80K | SH | $14.87M 1.21% | 16.80K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 23.27K | SH | $13.59M 1.10% | 23.27K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 60.56K | SH | $11.95M 0.97% | 60.56K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 56.48K | SH | $11.90M 0.97% | 56.48K | 0.00 | 0.00 |
Visa IncSOLE | COM | 42.87K | SH | $11.77M 0.96% | 42.87K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 13.10K | SH | $11.60M 0.94% | 13.10K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | COM | 156.70K | SH | $11.25M 0.91% | 156.70K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 61.95K | SH | $10.72M 0.87% | 61.95K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 60.40K | SH | $9.78M 0.79% | 60.40K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 19.13K | SH | $9.43M 0.77% | 19.13K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | COM | 23.01K | SH | $9.31M 0.76% | 23.01K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 53.71K | SH | $9.12M 0.74% | 53.71K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 75.42K | SH | $8.83M 0.72% | 75.42K | 0.00 | 0.00 |
Applied Materials IncSOLE | COM | 41.52K | SH | $8.38M 0.68% | 41.52K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 29.86K | SH | $8.17M 0.66% | 29.86K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 97.33K | SH | $7.85M 0.64% | 97.33K | 0.00 | 0.00 |
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