PLATO INVESTMENT MANAGEMENT LTD

PrivateCIK: 1984475
Location

SYDNEY, NSW, C3

πŸ“‹ What this filing means

PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR 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

TOTAL AUM$1.36B585 positions
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 318.8%4–1014.7%11–2511.7%Rest54.8%TOP 1033.5%0%100%
Top 3$255.85M18.8%
4–10$199.49M14.7%
11–25$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

SOLE
COM
Shares381.38K
TypeSH
Market value$95.85M
7.05%
Sole
381.38K
Shared
0.00
None
0.00

NVIDIA Corp

SOLE
COM
Shares644.18K
TypeSH
Market value$86.82M
6.38%
Sole
644.18K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares172.98K
TypeSH
Market value$73.18M
5.38%
Sole
172.98K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
COM
Shares232.04K
TypeSH
Market value$51.09M
3.76%
Sole
232.04K
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
COM
Shares54.90K
TypeSH
Market value$32.26M
2.37%
Sole
54.90K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
COM
Shares141.09K
TypeSH
Market value$26.81M
1.97%
Sole
141.09K
Shared
0.00
None
0.00

Tesla Inc

SOLE
COM
Shares63.19K
TypeSH
Market value$25.61M
1.88%
Sole
63.19K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares108.44K
TypeSH
Market value$25.23M
1.85%
Sole
108.44K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
COM
Shares127.64K
TypeSH
Market value$24.40M
1.79%
Sole
127.64K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares58.61K
TypeSH
Market value$14.10M
1.04%
Sole
58.61K
Shared
0.00
None
0.00

Visa Inc

SOLE
COM
Shares43.92K
TypeSH
Market value$13.93M
1.02%
Sole
43.92K
Shared
0.00
None
0.00

Eli Lilly & Co

SOLE
COM
Shares17.32K
TypeSH
Market value$13.42M
0.99%
Sole
17.32K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
COM
Shares13.02K
TypeSH
Market value$11.97M
0.88%
Sole
13.02K
Shared
0.00
None
0.00

AbbVie Inc

SOLE
COM
Shares65.47K
TypeSH
Market value$11.68M
0.86%
Sole
65.47K
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
COM
Shares22.81K
TypeSH
Market value$11.58M
0.85%
Sole
22.81K
Shared
0.00
None
0.00

Mastercard Inc

SOLE
COM
Shares20.37K
TypeSH
Market value$10.76M
0.79%
Sole
20.37K
Shared
0.00
None
0.00

Procter & Gamble Co/The

SOLE
COM
Shares63.24K
TypeSH
Market value$10.64M
0.78%
Sole
63.24K
Shared
0.00
None
0.00

Salesforce Inc

SOLE
COM
Shares30.73K
TypeSH
Market value$10.31M
0.76%
Sole
30.73K
Shared
0.00
None
0.00

Coca-Cola Co/The

SOLE
COM
Shares162.87K
TypeSH
Market value$10.18M
0.75%
Sole
162.87K
Shared
0.00
None
0.00

Netflix Inc

SOLE
COM
Shares11.35K
TypeSH
Market value$10.15M
0.75%
Sole
11.35K
Shared
0.00
None
0.00

Home Depot Inc/The

SOLE
COM
Shares25.04K
TypeSH
Market value$9.77M
0.72%
Sole
25.04K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares63.83K
TypeSH
Market value$9.27M
0.68%
Sole
63.83K
Shared
0.00
None
0.00

Walmart Inc

SOLE
COM
Shares99.63K
TypeSH
Market value$9.03M
0.66%
Sole
99.63K
Shared
0.00
None
0.00

Automatic Data Processing Inc

SOLE
COM
Shares28.97K
TypeSH
Market value$8.51M
0.63%
Sole
28.97K
Shared
0.00
None
0.00

Exxon Mobil Corp

SOLE
COM
Shares78.67K
TypeSH
Market value$8.49M
0.62%
Sole
78.67K
Shared
0.00
None
0.00
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PLATO INVESTMENT MANAGEMENT LTD 13F Holdings β€” 585 Positions | Finecho