Filed: 5/20/2025ACC: 0001984475-25-000005
📋 What this filing means
PLATO INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 527 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
527
Positions
$1.19B
Total AUM (reported)
9.55M
Total Shares
Allocation by class
COM$1.18B99.6%
ADR$4.23M0.4%
ERROR$355.6K0.0%
UNIT$328.3K0.0%
Portfolio Concentration
Top 3$198.90M16.8%
4–10$152.91M12.9%
11–25$155.46M13.1%
Rest$679.38M57.3%
Top 3 weight
16.8%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 9.55M
Sole
Full voting authority
9.55M
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)
Sole527
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings527
Rows:
Apple Inc
SOLEShares341.84K
TypeSH
Market value$76.76M
6.47%
Sole
341.84K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares569.76K
TypeSH
Market value$62.42M
5.26%
Sole
569.76K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares157.39K
TypeSH
Market value$59.72M
5.03%
Sole
157.39K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares209.96K
TypeSH
Market value$40.38M
3.40%
Sole
209.96K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares49.49K
TypeSH
Market value$28.83M
2.43%
Sole
49.49K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares128.31K
TypeSH
Market value$20.06M
1.69%
Sole
128.31K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares118.63K
TypeSH
Market value$18.73M
1.58%
Sole
118.63K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares60.59K
TypeSH
Market value$15.87M
1.34%
Sole
60.59K
Shared
0.00
None
0.00
Visa Inc
SOLEShares41.95K
TypeSH
Market value$14.86M
1.25%
Sole
41.95K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares57.16K
TypeSH
Market value$14.17M
1.19%
Sole
57.16K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares16.45K
TypeSH
Market value$13.74M
1.16%
Sole
16.45K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares80.84K
TypeSH
Market value$13.68M
1.15%
Sole
80.84K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares12.16K
TypeSH
Market value$11.63M
0.98%
Sole
12.16K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares21.55K
TypeSH
Market value$11.41M
0.96%
Sole
21.55K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares153.88K
TypeSH
Market value$11.14M
0.94%
Sole
153.88K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares51.74K
TypeSH
Market value$10.96M
0.92%
Sole
51.74K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares62.33K
TypeSH
Market value$10.74M
0.90%
Sole
62.33K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares18.99K
TypeSH
Market value$10.52M
0.89%
Sole
18.99K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares11K
TypeSH
Market value$10.37M
0.87%
Sole
11K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares60.69K
TypeSH
Market value$10.17M
0.86%
Sole
60.69K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares74.37K
TypeSH
Market value$8.94M
0.75%
Sole
74.37K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares97.18K
TypeSH
Market value$8.62M
0.73%
Sole
97.18K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares14.77K
TypeSH
Market value$7.95M
0.67%
Sole
14.77K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares21.40K
TypeSH
Market value$7.93M
0.67%
Sole
21.40K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares24.82K
TypeSH
Market value$7.66M
0.65%
Sole
24.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 341.84K | SH | $76.76M 6.47% | 341.84K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 569.76K | SH | $62.42M 5.26% | 569.76K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 157.39K | SH | $59.72M 5.03% | 157.39K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 209.96K | SH | $40.38M 3.40% | 209.96K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 49.49K | SH | $28.83M 2.43% | 49.49K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 128.31K | SH | $20.06M 1.69% | 128.31K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 118.63K | SH | $18.73M 1.58% | 118.63K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 60.59K | SH | $15.87M 1.34% | 60.59K | 0.00 | 0.00 |
Visa IncSOLE | COM | 41.95K | SH | $14.86M 1.25% | 41.95K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 57.16K | SH | $14.17M 1.19% | 57.16K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 16.45K | SH | $13.74M 1.16% | 16.45K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 80.84K | SH | $13.68M 1.15% | 80.84K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 12.16K | SH | $11.63M 0.98% | 12.16K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 21.55K | SH | $11.41M 0.96% | 21.55K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | COM | 153.88K | SH | $11.14M 0.94% | 153.88K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 51.74K | SH | $10.96M 0.92% | 51.74K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | COM | 62.33K | SH | $10.74M 0.90% | 62.33K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 18.99K | SH | $10.52M 0.89% | 18.99K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 11K | SH | $10.37M 0.87% | 11K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 60.69K | SH | $10.17M 0.86% | 60.69K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 74.37K | SH | $8.94M 0.75% | 74.37K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 97.18K | SH | $8.62M 0.73% | 97.18K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | COM | 14.77K | SH | $7.95M 0.67% | 14.77K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | COM | 21.40K | SH | $7.93M 0.67% | 21.40K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 24.82K | SH | $7.66M 0.65% | 24.82K | 0.00 | 0.00 |
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