Q2 2026 13F · SEC CIK 1984475

Plato Investment Management Ltd

Asset managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 496
Top holdings a year, 3 yrs: +20.4%
Average holding period: 2.6 yrs

Plato Investment Management Ltd is an asset manager that reported 496 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Nvidia Corporation (NVDA, 6.9%), Apple Inc (AAPL, 6.2%), Microsoft Corp (MSFT, 3.7%). A portfolio copying its top holdings returned 20.4% a year over the last 3 years, against 16.8% for the S&P 500.

Plato Investment Management Ltd holdings largest 50 of 496 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Plato Investment Management Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.9%	7.0%	605,743	+1.3%	$120.5M
AAPLApple Inc	6.2%	6.2%	376,892	+3.2%	$108.4M
MSFTMicrosoft Corp	3.7%	4.2%	175,526	+2.8%	$65.1M
AMZNAmazon Com Inc	3.3%	3.2%	245,991	+7.8%	$58.3M
GOOGLAlphabet Inc	2.9%	2.6%	143,346	+4.6%	$50.9M
AVGOBroadcom Inc	2.5%	2.4%	115,497	+0.0%	$43.4M
GOOGAlphabet Inc	2.5%	2.4%	122,845	+0.0%	$43.2M
MUMicron Technology Inc	1.9%	0.7%	29,519	-5.4%	$33.9M
METAMeta Platforms Inc	1.7%	2.0%	52,003	+2.3%	$29.1M
TSLATesla Inc	1.5%	1.6%	64,537	+1.9%	$27.0M
AMDAdvanced Micro Devices Inc	1.4%	0.6%	43,401	+0.5%	$25.1M
LLYEli Lilly & Co	1.4%	1.3%	20,772	-0.1%	$24.8M
JPMJpmorgan Chase & Co	1.2%	1.2%	62,447	+1.7%	$20.3M
JNJJohnson & Johnson	1.0%	1.1%	72,416	+3.9%	$18.3M
LRCXLam Research Corp	1.0%	0.7%	39,281	-18.3%	$16.9M
INTCIntel Corp	0.9%	—	117,493	—	$16.3M
VVisa Inc	0.9%	0.9%	45,340	+4.5%	$15.5M
ABBVAbbvie Inc	0.9%	0.8%	61,586	+9.1%	$15.4M
CATCaterpillar Inc	0.8%	0.7%	13,863	-1.5%	$14.7M
AMATApplied Matls Inc	0.8%	0.5%	19,885	+0.1%	$14.3M
VRSNVerisign Inc	0.8%	—	121,512	—	$14.2M
MAMastercard Incorporated	0.8%	0.7%	27,058	+25.0%	$13.8M
BACBank of Amer Corp	0.7%	0.6%	230,368	+29.8%	$13.0M
EWEdwards Lifesciences Corp	0.7%	—	22,627	—	$12.6M
GEGe Aerospace	0.7%	0.6%	32,722	-0.2%	$12.2M
KLACKla Corp	0.7%	0.5%	40,481	+655.4%	$12.1M
GEVGe Vernova Inc	0.7%	0.6%	10,345	-1.4%	$12.1M
CCitigroup Inc	0.7%	0.5%	85,879	+25.9%	$11.9M
KOCoca Cola Co	0.6%	0.7%	140,677	+0.7%	$11.4M
WMTWalmart Inc	0.6%	0.8%	96,939	-1.1%	$10.9M
RTXRtx Corporation	0.6%	—	63,446	—	$10.3M
MSMorgan Stanley	0.6%	0.5%	48,226	+6.0%	$10.0M
PGProcter & Gamble Co	0.6%	0.7%	68,665	+2.6%	$10.0M
RYRoyal Bk Cda	0.6%	0.5%	47,573	-2.5%	$9.8M
UNHUnitedhealth Group Inc	0.5%	—	23,178	—	$9.6M
PEPPepsico Inc	0.5%	0.7%	70,534	+10.2%	$9.5M
MRKMerck & Co Inc	0.5%	0.5%	74,299	+15.3%	$9.5M
APHAmphenol Corp	0.5%	—	49,634	—	$8.7M
VZVerizon Communications Inc	0.5%	0.6%	201,623	+15.9%	$8.5M
ADIAnalog Devices Inc	0.5%	0.5%	21,489	-2.4%	$8.5M
NFLXNetflix Inc.	0.5%	0.7%	119,014	+17.4%	$8.4M
AMGNAmgen Inc	0.5%	0.5%	22,412	+2.7%	$8.1M
TXNTexas Instrs Inc	0.5%	—	26,712	—	$7.9M
HDHome Depot Inc	0.4%	0.5%	22,240	+1.2%	$7.8M
AXPAmerican Express Co	0.4%	0.5%	22,911	+0.0%	$7.7M
DISDisney Walt Co	0.4%	0.5%	79,394	+8.8%	$7.6M
TDToronto Dominion Bk Ont	0.4%	—	62,530	—	$7.6M
MGAMagna Intl Inc	0.4%	—	114,356	—	$7.5M
CMCanadian Imperial Bank of Co	0.4%	—	59,922	—	$6.9M
XOMExxon Mobil Corp	0.4%	0.8%	49,688	-33.1%	$6.8M

What Plato Investment Management Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+655.4% shares
BAC Bank of Amer Corp+29.8% shares
C Citigroup Inc+25.9% shares
MA Mastercard Incorporated+25.0% shares
NFLX Netflix Inc.+17.4% shares
VZ Verizon Communications Inc+15.9% shares
MRK Merck & Co Inc+15.3% shares
PEP Pepsico Inc+10.2% shares

Reduced

Left the top 50

COST Costco Wholesale Corporationwas 0.8%
CSCO Cisco Sys Incwas 0.6%
BRK-B Berkshire Hathaway Inc Delwas 0.6%
PLTR Palantir Technologies Incwas 0.6%
CVX Chevron Corporationwas 0.6%
GILD Gilead Sciences Incwas 0.5%
CRM Salesforce Incwas 0.5%
BKNG Booking Holdings Incwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.2% /yr; S&P 500 +11.7%
3 years: +20.4% /yr; S&P 500 +16.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	496
Q1 2026	$1.5B	516
Q4 2025	$1.5B	513
Q3 2025	$1.5B	516
Q2 2025	$1.3B	516
Q1 2025	$1.2B	527
Q4 2024	$1.4B	585
Q3 2024	$1.2B	547
Q2 2024	$1.1B	495
Q1 2024	$967.2M	489
Q4 2023	$81.6M	455

Questions about Plato Investment Management Ltd's portfolio

What stocks does Plato Investment Management Ltd own?

Plato Investment Management Ltd's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 496 positions worth $1.8B. The largest are Nvidia Corporation (NVDA) at 6.9%, Apple Inc (AAPL) at 6.2%, Microsoft Corp (MSFT) at 3.7%, Amazon Com Inc (AMZN) at 3.3% and Alphabet Inc (GOOGL) at 2.9%.

What did Plato Investment Management Ltd buy last quarter?

In Q2 2026, Plato Investment Management Ltd added Kla Corp (KLAC) (+655.4% shares), Bank of Amer Corp (BAC) (+29.8% shares) and Citigroup Inc (C) (+25.9% shares), compared with its Q1 2026 filing.

What did Plato Investment Management Ltd sell last quarter?

In Q2 2026, Plato Investment Management Ltd cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Chevron Corporation (CVX), Exxon Mobil Corp (XOM) (-33.1% shares), Lam Research Corp (LRCX) (-18.3% shares) and Micron Technology Inc (MU) (-5.4% shares), compared with its Q1 2026 filing.

How has Plato Investment Management Ltd's portfolio performed?

A portfolio copying Plato Investment Management Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +16.8% for the S&P 500. Over 1 year: +6.2% against +11.7%.

When is Plato Investment Management Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Plato Investment Management Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.