PLATO INVESTMENT MANAGEMENT LTD

PrivateCIK: 1984475
Location

SYDNEY, NSW, C3

516
Positions
$1.49B
Total AUM (reported)
10.44M
Total Shares

Allocation by class

TOTAL AUM$1.49B516 positions
COM$1.48B99.6%
ADR$5.68M0.4%
LTD PARTNR$246.1K0.0%

Portfolio Concentration

Top 317.5%4–1015.4%11–2512.1%Rest55.0%TOP 1032.9%0%100%
Top 3$260.39M17.5%
4–10$229.82M15.4%
11–25$179.42M12.1%
Rest$819.35M55.0%

Top 3 weight

17.5%

Top 10 weight

32.9%

Voting Authority Distribution

Total shares with voting rights: 10.44M

Sole

Full voting authority

10.44M

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)

Sole516
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings516
Rows:

NVIDIA Corp

SOLE
COM
Shares598.15K
TypeSH
Market value$104.38M
7.01%
Sole
598.15K
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares365.36K
TypeSH
Market value$92.78M
6.23%
Sole
365.36K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares170.73K
TypeSH
Market value$63.23M
4.25%
Sole
170.73K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
COM
Shares228.19K
TypeSH
Market value$47.55M
3.19%
Sole
228.19K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
COM
Shares137.11K
TypeSH
Market value$39.45M
2.65%
Sole
137.11K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares115.49K
TypeSH
Market value$35.77M
2.40%
Sole
115.49K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
COM
Shares122.81K
TypeSH
Market value$35.25M
2.37%
Sole
122.81K
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
COM
Shares50.82K
TypeSH
Market value$29.09M
1.95%
Sole
50.82K
Shared
0.00
None
0.00

Tesla Inc

SOLE
COM
Shares63.35K
TypeSH
Market value$23.57M
1.58%
Sole
63.35K
Shared
0.00
None
0.00

Eli Lilly & Co

SOLE
COM
Shares20.80K
TypeSH
Market value$19.14M
1.29%
Sole
20.80K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares61.41K
TypeSH
Market value$18.08M
1.21%
Sole
61.41K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares69.67K
TypeSH
Market value$17.04M
1.14%
Sole
69.67K
Shared
0.00
None
0.00

Visa Inc

SOLE
COM
Shares43.38K
TypeSH
Market value$13.12M
0.88%
Sole
43.38K
Shared
0.00
None
0.00

Exxon Mobil Corp

SOLE
COM
Shares74.31K
TypeSH
Market value$12.61M
0.85%
Sole
74.31K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
COM
Shares12.53K
TypeSH
Market value$12.50M
0.84%
Sole
12.53K
Shared
0.00
None
0.00

AbbVie Inc

SOLE
COM
Shares56.43K
TypeSH
Market value$12.28M
0.82%
Sole
56.43K
Shared
0.00
None
0.00

Walmart Inc

SOLE
COM
Shares98K
TypeSH
Market value$12.19M
0.82%
Sole
98K
Shared
0.00
None
0.00

Mastercard Inc

SOLE
COM
Shares21.64K
TypeSH
Market value$10.82M
0.73%
Sole
21.64K
Shared
0.00
None
0.00

Coca-Cola Co/The

SOLE
COM
Shares139.65K
TypeSH
Market value$10.63M
0.71%
Sole
139.65K
Shared
0.00
None
0.00

Micron Technology Inc

SOLE
COM
Shares31.20K
TypeSH
Market value$10.55M
0.71%
Sole
31.20K
Shared
0.00
None
0.00

Lam Research Corp

SOLE
COM
Shares48.09K
TypeSH
Market value$10.28M
0.69%
Sole
48.09K
Shared
0.00
None
0.00

Caterpillar Inc

SOLE
COM
Shares14.07K
TypeSH
Market value$9.97M
0.67%
Sole
14.07K
Shared
0.00
None
0.00

PepsiCo Inc

SOLE
COM
Shares63.98K
TypeSH
Market value$9.94M
0.67%
Sole
63.98K
Shared
0.00
None
0.00

Netflix Inc

SOLE
COM
Shares101.34K
TypeSH
Market value$9.75M
0.65%
Sole
101.34K
Shared
0.00
None
0.00

Procter & Gamble Co/The

SOLE
COM
Shares66.93K
TypeSH
Market value$9.67M
0.65%
Sole
66.93K
Shared
0.00
None
0.00
Page 1 of 21