Plato Investment Management
SYDNEY, C3files as Plato Investment Management Ltd
$1.8bn in 496 US stocks at the end of 30 June 2026. The top 10 are 33.1% of the money. It changed about 13.9% of the portfolio this quarter.
Value
$1.8bn
Stocks
496
Top 10 share
33.1%
Turnover
13.9%
What changed this quarter
New
Bought for the first time this quarter.
- Public Service Enterprise GroupPEG0.2% of the fund
- Tower SemiconductorTSEM0.2% of the fund
- FlexFLEX0.1% of the fund
- TFI InternationalTFII0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- Host Hotels & ResortsHST<0.1% of the fund
- Franco NevadaFNV<0.1% of the fund
- FedExFDX<0.1% of the fund
- PAN American SilverPAAS<0.1% of the fund
- HDFC BankHDB<0.1% of the fund
- EquifaxEFX<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- BW LPGBWLP<0.1% of the fund
- KB Financial GroupKB<0.1% of the fund
- Icici BankIBN<0.1% of the fund
- Shinhan Financial Group CO LSHG<0.1% of the fund
- InfosysINFY<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Quest DiagnosticsDGX<0.1% of the fund
- Jacobs SolutionsJ<0.1% of the fund
- HeicoHEI<0.1% of the fund
- MastecMTZ<0.1% of the fund
- CDWCDW<0.1% of the fund
- SnapSNAP<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL6.2% of the fund+3%
- MicrosoftMSFT3.7% of the fund+3%
- Amazon.comAMZN3.3% of the fund+8%
- AlphabetGOOGL2.9% of the fund+5%
- Meta PlatformsMETA1.7% of the fund+2%
- Johnson & JohnsonJNJ1.0% of the fund+4%
- IntelINTC0.9% of the fund+29%
- VisaV0.9% of the fund+5%
- AbbVieABBV0.9% of the fund+9%
- VerisignVRSN0.8% of the fund+2025100%
- MastercardMA0.8% of the fund+25%
- Bank of AmericaBAC0.7% of the fund+30%
- Edwards LifesciencesEW0.7% of the fund+126%
- CitigroupC0.7% of the fund+26%
- RTXRTX0.6% of the fund+641%
- Morgan StanleyMS0.6% of the fund+6%
- Procter & GamblePG0.6% of the fund+3%
- UnitedHealth GroupUNH0.5% of the fund+27%
- PepsiCoPEP0.5% of the fund+10%
- MerckMRK0.5% of the fund+15%
- AmphenolAPH0.5% of the fund+11%
- Verizon CommunicationsVZ0.5% of the fund+16%
- NetflixNFLX0.5% of the fund+17%
- AmgenAMGN0.5% of the fund+3%
- Texas InstrumentsTXN0.5% of the fund+67%
Cut
Sold some of their stake.
- Micron TechnologyMU1.9% of the fund-5%
- Lam ResearchLRCX1.0% of the fund-18%
- KLAKLAC0.7% of the fund-24%
- Royal Bank of CanadaRY0.6% of the fund-2%
- Analog DevicesADI0.5% of the fund-2%
- ExxonMobil HoldingsXOM0.4% of the fund-33%
- Palantir TechnologiesPLTR0.4% of the fund-7%
- Berkshire HathawayBRK-B0.3% of the fund-37%
- Seagate Technology HoldingsSTX0.3% of the fund-9%
- International Business MachinesIBM0.3% of the fund-8%
- EatonETN0.3% of the fund-12%
- Western DigitalWDC0.3% of the fund-23%
- UBS Group AGUBS0.3% of the fund-8%
- Vertiv HoldingsVRT0.3% of the fund-7%
- Bank of New York MellonBNY0.3% of the fund-8%
- QualcommQCOM0.3% of the fund-25%
- Trane TechnologiesTT0.2% of the fund-4%
- Baker HughesBKR0.2% of the fund-9%
- ProgressivePGR0.2% of the fund-15%
- SLB LimitedSLB0.2% of the fund-19%
- Illinois Tool WorksITW0.2% of the fund-9%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund-16%
- BlackRockBLK0.2% of the fund-3%
- Motorola SolutionsMSI0.2% of the fund-16%
- TeradyneTER0.2% of the fund-28%
Sold out
Sold their entire stake.
- Costco WholesaleCOST-100%
- Cisco SystemsCSCO-100%
- SalesforceCRM-100%
- American Homes 4 RentAMH-100%
- CrowdStrike HoldingsCRWD-100%
- CamecoCCJ-100%
- BuckleBKE-100%
- Devon EnergyDVN-100%
- Pinnacle Financial PartnersPNFP-100%
- CGIGIB-100%
- EnbridgeENB-100%
- Fifth Third BancorpFITB-100%
- RobloxRBLX-100%
- DynatraceDT-100%
- Global PaymentsGPN-100%
- WatersWAT-100%
- Sun CommunitiesSUI-100%
- Credo Technology Group HoldingCRDO-100%
- Honeywell InternationalHON-100%
- OneokOKE-100%
- Hologic-100%
- Interactive Brokers GroupIBKR-100%
- FerrariRACE-100%
- Affirm HoldingsAFRM-100%
- Dominos PizzaDPZ-100%
Holdings
- Royal Bank of CanadaRY
- Share
- 0.6%
- Value
- $10m
- Shares
- 47,573
-2%
- Toronto Dominion BankTD
- Share
- 0.4%
- Value
- $8m
- Shares
- 62,530
+30%
- Magna InternationalMGA
- Share
- 0.4%
- Value
- $7m
- Shares
- 114,356
+57%
- Canadian Imperial Bank of Commerce /canCM
- Share
- 0.4%
- Value
- $7m
- Shares
- 59,922
Held
- Bank of Montreal /canBMO
- Share
- 0.3%
- Value
- $5m
- Shares
- 26,449
+85%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 6.9% | $120m | 605,743 | Held |
| AppleAAPL | 6.2% | $108m | 376,892 | +3% |
| MicrosoftMSFT | 3.7% | $65m | 175,526 | +3% |
| Amazon.comAMZN | 3.3% | $58m | 245,991 | +8% |
| AlphabetGOOGL | 2.9% | $51m | 143,346 | +5% |
| BroadcomAVGO | 2.5% | $43m | 115,497 | Held |
| AlphabetGOOG | 2.5% | $43m | 122,845 | Held |
| Micron TechnologyMU | 1.9% | $34m | 29,519 | -5% |
| Meta PlatformsMETA | 1.7% | $29m | 52,003 | +2% |
| TeslaTSLA | 1.5% | $27m | 64,537 | Held |
| Advanced Micro DevicesAMD | 1.4% | $25m | 43,401 | Held |
| Eli LillyLLY | 1.4% | $25m | 20,772 | Held |
| JPMorgan ChaseJPM | 1.2% | $20m | 62,447 | Held |
| Johnson & JohnsonJNJ | 1.0% | $18m | 72,416 | +4% |
| Lam ResearchLRCX | 1.0% | $17m | 39,281 | -18% |
| IntelINTC | 0.9% | $16m | 117,493 | +29% |
| VisaV | 0.9% | $15m | 45,340 | +5% |
| AbbVieABBV | 0.9% | $15m | 61,586 | +9% |
| CaterpillarCAT | 0.8% | $15m | 13,863 | Held |
| Applied MaterialsAMAT | 0.8% | $14m | 19,885 | Held |
| VerisignVRSN | 0.8% | $14m | 121,512 | +2025100% |
| MastercardMA | 0.8% | $14m | 27,058 | +25% |
| Bank of AmericaBAC | 0.7% | $13m | 230,368 | +30% |
| Edwards LifesciencesEW | 0.7% | $13m | 22,627 | +126% |
| General ElectricGE | 0.7% | $12m | 32,722 | Held |
| KLAKLAC | 0.7% | $12m | 40,481 | -24% |
| GE VernovaGEV | 0.7% | $12m | 10,345 | Held |
| CitigroupC | 0.7% | $12m | 85,879 | +26% |
| Coca-ColaKO | 0.6% | $11m | 140,677 | Held |
| WalmartWMT | 0.6% | $11m | 96,939 | Held |
| RTXRTX | 0.6% | $10m | 63,446 | +641% |
| Morgan StanleyMS | 0.6% | $10m | 48,226 | +6% |
| Procter & GamblePG | 0.6% | $10m | 68,665 | +3% |
| Royal Bank of CanadaRY | 0.6% | $10m | 47,573 | -2% |
| UnitedHealth GroupUNH | 0.5% | $10m | 23,178 | +27% |
| PepsiCoPEP | 0.5% | $9m | 70,534 | +10% |
| MerckMRK | 0.5% | $9m | 74,299 | +15% |
| AmphenolAPH | 0.5% | $9m | 49,634 | +11% |
| Verizon CommunicationsVZ | 0.5% | $8m | 201,623 | +16% |
| Analog DevicesADI | 0.5% | $8m | 21,489 | -2% |
| NetflixNFLX | 0.5% | $8m | 119,014 | +17% |
| AmgenAMGN | 0.5% | $8m | 22,412 | +3% |
| Texas InstrumentsTXN | 0.5% | $8m | 26,712 | +67% |
| Home DepotHD | 0.4% | $8m | 22,240 | Held |
| American ExpressAXP | 0.4% | $8m | 22,911 | Held |
| Walt DisneyDIS | 0.4% | $8m | 79,394 | +9% |
| Toronto Dominion BankTD | 0.4% | $8m | 62,530 | +30% |
| Magna InternationalMGA | 0.4% | $7m | 114,356 | +57% |
| Canadian Imperial Bank of Commerce /canCM | 0.4% | $7m | 59,922 | Held |
| ExxonMobil HoldingsXOM | 0.4% | $7m | 49,688 | -33% |
| ComcastCMCSA | 0.4% | $7m | 271,166 | +53% |
| Booking HoldingsBKNG | 0.4% | $6m | 36,517 | Held |
| Gilead SciencesGILD | 0.4% | $6m | 50,583 | Held |
| TJX CompaniesTJX | 0.4% | $6m | 41,576 | +12% |
| Marvell TechnologyMRVL | 0.4% | $6m | 20,989 | Held |
| EcolabECL | 0.4% | $6m | 22,363 | +28% |
| Wells Fargo & CompanyWFC | 0.4% | $6m | 74,817 | Held |
| Palantir TechnologiesPLTR | 0.4% | $6m | 52,991 | -7% |
| Bristol-Myers SquibbBMY | 0.3% | $6m | 106,571 | +7% |
| Charles SchwabSCHW | 0.3% | $6m | 65,701 | +15% |
| Berkshire HathawayBRK-B | 0.3% | $6m | 11,984 | -37% |
| Dell TechnologiesDELL | 0.3% | $6m | 13,784 | +8% |
| AstrazenecaAZN | 0.3% | $6m | 31,725 | Held |
| T-Mobile USTMUS | 0.3% | $6m | 35,200 | +85% |
| Seagate Technology HoldingsSTX | 0.3% | $6m | 5,807 | -9% |
| AT&TT | 0.3% | $5m | 265,822 | +37% |
| International Business MachinesIBM | 0.3% | $5m | 19,502 | -8% |
| EatonETN | 0.3% | $5m | 12,773 | -12% |
| PfizerPFE | 0.3% | $5m | 225,254 | +41% |
| CVS HealthCVS | 0.3% | $5m | 51,917 | +7% |
| Automatic Data ProcessingADP | 0.3% | $5m | 23,732 | Held |
| Palo Alto NetworksPANW | 0.3% | $5m | 15,417 | +22% |
| Howmet AerospaceHWM | 0.3% | $5m | 19,242 | Held |
| Travelers CompaniesTRV | 0.3% | $5m | 10,260 | +112% |
| McDonald'sMCD | 0.3% | $5m | 18,857 | Held |
| Western DigitalWDC | 0.3% | $5m | 7,949 | -23% |
| OracleORCL | 0.3% | $5m | 34,233 | +2% |
| UBS Group AGUBS | 0.3% | $5m | 99,572 | -8% |
| Vertiv HoldingsVRT | 0.3% | $5m | 14,740 | -7% |
| Comfort Systems USAFIX | 0.3% | $5m | 2,412 | +4% |
| Bank of New York MellonBNY | 0.3% | $5m | 32,963 | -8% |
| Thermo Fisher ScientificTMO | 0.3% | $5m | 9,440 | Held |
| Bank of Montreal /canBMO | 0.3% | $5m | 26,449 | +85% |
| AccentureACN | 0.3% | $5m | 37,389 | +43% |
| QualcommQCOM | 0.3% | $5m | 24,982 | -25% |
| Sherwin-WilliamsSHW | 0.3% | $5m | 13,298 | +17% |
| PrologisPLD | 0.3% | $5m | 33,553 | Held |
| CenteneCNC | 0.3% | $4m | 68,804 | +178% |
| Trane TechnologiesTT | 0.2% | $4m | 8,869 | -4% |
| Intuitive SurgicalISRG | 0.2% | $4m | 10,914 | Held |
| TechnipFMCFTI | 0.2% | $4m | 65,289 | +8390% |
| Baker HughesBKR | 0.2% | $4m | 77,033 | -9% |
| ProgressivePGR | 0.2% | $4m | 19,472 | -15% |
| AdobeADBE | 0.2% | $4m | 20,635 | +6% |
| Arista NetworksANET | 0.2% | $4m | 24,790 | Held |
| IntuitINTU | 0.2% | $4m | 15,981 | +57% |
| Eversource EnergyES | 0.2% | $4m | 57,544 | Held |
| SLB LimitedSLB | 0.2% | $4m | 87,769 | -19% |
| Abbott LaboratoriesABT | 0.2% | $4m | 44,606 | Held |
| S&P GlobalSPGI | 0.2% | $4m | 9,773 | Held |
Showing the largest 100 of 496.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.7% since 30 June 2025.
Where the money is
Technology36.9%
Financial services13.4%
Health care11.2%
Media & telecom10.0%
Industrials9.1%
Retail & consumer8.9%
Everyday goods3.9%
Energy1.9%
Real estate1.7%
Materials1.7%
Utilities1.2%
Other0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.