Filed: 2/6/2025ACC: 0001984475-25-000002
π What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13FβHR report disclosing 585 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
585
Positions
$1.36B
Total AUM (reported)
11.19M
Total Shares
Allocation by class
COM$1.35B99.6%
ADR$4.56M0.3%
LTD PARTNR INT A$660.6K0.0%
COM LBTY ONE S C$363.4K0.0%
Portfolio Concentration
Top 3$255.85M18.8%
4β10$199.49M14.7%
11β25$159.70M11.7%
Rest$745.28M54.8%
Top 3 weight
18.8%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 11.19M
Sole
Full voting authority
11.19M
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)
Sole585
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings585
Rows:
Apple Inc
SOLEShares381.38K
TypeSH
Market value$95.85M
7.05%
Sole
381.38K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares644.18K
TypeSH
Market value$86.82M
6.38%
Sole
644.18K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares172.98K
TypeSH
Market value$73.18M
5.38%
Sole
172.98K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares232.04K
TypeSH
Market value$51.09M
3.76%
Sole
232.04K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares54.90K
TypeSH
Market value$32.26M
2.37%
Sole
54.90K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares141.09K
TypeSH
Market value$26.81M
1.97%
Sole
141.09K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares63.19K
TypeSH
Market value$25.61M
1.88%
Sole
63.19K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares108.44K
TypeSH
Market value$25.23M
1.85%
Sole
108.44K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares127.64K
TypeSH
Market value$24.40M
1.79%
Sole
127.64K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares58.61K
TypeSH
Market value$14.10M
1.04%
Sole
58.61K
Shared
0.00
None
0.00
Visa Inc
SOLEShares43.92K
TypeSH
Market value$13.93M
1.02%
Sole
43.92K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares17.32K
TypeSH
Market value$13.42M
0.99%
Sole
17.32K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares13.02K
TypeSH
Market value$11.97M
0.88%
Sole
13.02K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares65.47K
TypeSH
Market value$11.68M
0.86%
Sole
65.47K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares22.81K
TypeSH
Market value$11.58M
0.85%
Sole
22.81K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares20.37K
TypeSH
Market value$10.76M
0.79%
Sole
20.37K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares63.24K
TypeSH
Market value$10.64M
0.78%
Sole
63.24K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares30.73K
TypeSH
Market value$10.31M
0.76%
Sole
30.73K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares162.87K
TypeSH
Market value$10.18M
0.75%
Sole
162.87K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares11.35K
TypeSH
Market value$10.15M
0.75%
Sole
11.35K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares25.04K
TypeSH
Market value$9.77M
0.72%
Sole
25.04K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares63.83K
TypeSH
Market value$9.27M
0.68%
Sole
63.83K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares99.63K
TypeSH
Market value$9.03M
0.66%
Sole
99.63K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares28.97K
TypeSH
Market value$8.51M
0.63%
Sole
28.97K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares78.67K
TypeSH
Market value$8.49M
0.62%
Sole
78.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 381.38K | SH | $95.85M 7.05% | 381.38K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 644.18K | SH | $86.82M 6.38% | 644.18K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 172.98K | SH | $73.18M 5.38% | 172.98K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 232.04K | SH | $51.09M 3.76% | 232.04K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 54.90K | SH | $32.26M 2.37% | 54.90K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 141.09K | SH | $26.81M 1.97% | 141.09K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 63.19K | SH | $25.61M 1.88% | 63.19K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 108.44K | SH | $25.23M 1.85% | 108.44K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 127.64K | SH | $24.40M 1.79% | 127.64K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 58.61K | SH | $14.10M 1.04% | 58.61K | 0.00 | 0.00 |
Visa IncSOLE | COM | 43.92K | SH | $13.93M 1.02% | 43.92K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 17.32K | SH | $13.42M 0.99% | 17.32K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 13.02K | SH | $11.97M 0.88% | 13.02K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 65.47K | SH | $11.68M 0.86% | 65.47K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 22.81K | SH | $11.58M 0.85% | 22.81K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 20.37K | SH | $10.76M 0.79% | 20.37K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 63.24K | SH | $10.64M 0.78% | 63.24K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 30.73K | SH | $10.31M 0.76% | 30.73K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | COM | 162.87K | SH | $10.18M 0.75% | 162.87K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 11.35K | SH | $10.15M 0.75% | 11.35K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | COM | 25.04K | SH | $9.77M 0.72% | 25.04K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 63.83K | SH | $9.27M 0.68% | 63.83K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 99.63K | SH | $9.03M 0.66% | 99.63K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 28.97K | SH | $8.51M 0.63% | 28.97K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 78.67K | SH | $8.49M 0.62% | 78.67K | 0.00 | 0.00 |
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