Plato Investment Management Ltd

SYDNEY, C3 · CIK 1984475 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySydney

$1.8bn reported value +17.7% vs Q1 2026

496positions

33.1%in top 10

55 new 162 added 162 reduced 75 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	605,743	$120.5m6.88%	6.88%	Added +7.6k	+7,589 1.3%
2	APPLE INC COM AAPL	AAPL	376,892	$108.4m6.19%	6.19%	Added +11.5k	+11,537 3.2%
3	MICROSOFT CORP COM MSFT	MSFT	175,526	$65.1m3.72%	3.72%	Added +4.8k	+4,799 2.8%
4	AMAZON COM INC COM AMZN	AMZN	245,991	$58.3m3.33%	3.33%	Added +17.8k	+17,800 7.8%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	143,346	$50.9m2.91%	2.91%	Added +6.2k	+6,240 4.5%
6	BROADCOM INC COM AVGO	AVGO	115,497	$43.4m2.48%	2.48%	Added +5	+5 0.0%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	122,845	$43.2m2.46%	2.46%	Added +40	+40 0.0%
8	MICRON TECHNOLOGY INC COM MU	MU	29,519	$33.9m1.93%	1.93%	Reduced -1.7k	-1,679 -5.4%
9	META PLATFORMS INC CL A META	META	52,003	$29.1m1.66%	1.66%	Added +1.2k	+1,186 2.3%
10	TESLA INC COM TSLA	TSLA	64,537	$27.0m1.54%	1.54%	Added +1.2k	+1,184 1.9%
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	43,401	$25.1m1.43%	1.43%	Added +236	+236 0.6%
12	ELI LILLY & CO COM LLY	LLY	20,772	$24.8m1.41%	1.41%	Reduced -27	-27 -0.1%
13	JPMORGAN CHASE & CO COM JPM	JPM	62,447	$20.3m1.16%	1.16%	Added +1.0k	+1,036 1.7%
14	JOHNSON & JOHNSON COM JNJ	JNJ	72,416	$18.3m1.04%	1.04%	Added +2.7k	+2,743 3.9%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	39,281	$16.9m0.97%	0.97%	Reduced -8.8k	-8,814 -18.3%
16	INTEL CORP COM INTC	INTC	117,493	$16.3m0.93%	0.93%	Added +26.6k	+26,610 29.3%
17	VISA INC COM CL A V	V	45,340	$15.5m0.88%	0.88%	Added +2.0k	+1,957 4.5%
18	ABBVIE INC COM ABBV	ABBV	61,586	$15.4m0.88%	0.88%	Added +5.2k	+5,154 9.1%
19	CATERPILLAR INC COM CAT	CAT	13,863	$14.7m0.84%	0.84%	Reduced -207	-207 -1.5%
20	APPLIED MATLS INC COM AMAT	AMAT	19,885	$14.3m0.82%	0.82%	Added +17	+17 0.1%
21	VERISIGN INC COM VRSN	VRSN	121,512	$14.2m0.81%	0.81%	Added +121.5k	+121,506 2025100.0%
22	MASTERCARD INCORPORATED CL A MA	MA	27,058	$13.8m0.79%	0.79%	Added +5.4k	+5,417 25.0%
23	BANK AMERICA CORP COM BAC	BAC	230,368	$13.0m0.74%	0.74%	Added +52.9k	+52,858 29.8%
24	EDWARDS LIFESCIENCES CORP COM EW	EW	22,627	$12.6m0.72%	0.72%	Added +12.6k	+12,607 125.8%
25	GE AEROSPACE COM NEW GE	GE	32,722	$12.2m0.69%	0.69%	Reduced -61	-61 -0.2%
26	KLA CORP COM NEW KLAC	KLAC	40,481	$12.1m0.69%	0.69%	Reduced -13.1k	-13,109 -24.5%
27	GE VERNOVA INC COM GEV	GEV	10,345	$12.1m0.69%	0.69%	Reduced -149	-149 -1.4%
28	CITIGROUP INC COM NEW C	C	85,879	$11.9m0.68%	0.68%	Added +17.7k	+17,652 25.9%
29	COCA COLA CO COM KO	KO	140,677	$11.4m0.65%	0.65%	Added +1.0k	+1,027 0.7%
30	WALMART INC COM WMT	WMT	96,939	$10.9m0.62%	0.62%	Reduced -1.1k	-1,059 -1.1%
31	RTX CORPORATION COM RTX	RTX	63,446	$10.3m0.59%	0.59%	Added +54.9k	+54,884 641.0%
32	MORGAN STANLEY COM NEW MS	MS	48,226	$10.0m0.57%	0.57%	Added +2.7k	+2,733 6.0%
33	PROCTER AND GAMBLE CO COM PG	PG	68,665	$10.0m0.57%	0.57%	Added +1.7k	+1,738 2.6%
34	ROYAL BK CDA COM RY	RY	47,573	$9.8m0.56%	0.56%	Reduced -1.2k	-1,210 -2.5%
35	UNITEDHEALTH GROUP INC COM UNH	UNH	23,178	$9.6m0.55%	0.55%	Added +4.9k	+4,863 26.6%
36	PEPSICO INC COM PEP	PEP	70,534	$9.5m0.54%	0.54%	Added +6.6k	+6,553 10.2%
37	MERCK & CO INC COM MRK	MRK	74,299	$9.5m0.54%	0.54%	Added +9.9k	+9,877 15.3%
38	AMPHENOL CORP CL A APH	APH	49,634	$8.7m0.50%	0.50%	Added +5.1k	+5,052 11.3%
39	VERIZON COMMUNICATIONS INC COM VZ	VZ	201,623	$8.5m0.48%	0.48%	Added +27.7k	+27,706 15.9%
40	ANALOG DEVICES INC COM ADI	ADI	21,489	$8.5m0.48%	0.48%	Reduced -538	-538 -2.4%
41	NETFLIX INC COM NFLX	NFLX	119,014	$8.4m0.48%	0.48%	Added +17.7k	+17,674 17.4%
42	AMGEN INC COM AMGN	AMGN	22,412	$8.1m0.46%	0.46%	Added +599	+599 2.8%
43	TEXAS INSTRS INC COM TXN	TXN	26,712	$7.9m0.45%	0.45%	Added +10.7k	+10,694 66.8%
44	HOME DEPOT INC COM HD	HD	22,240	$7.8m0.45%	0.45%	Added +266	+266 1.2%
45	AMERICAN EXPRESS CO COM AXP	AXP	22,911	$7.7m0.44%	0.44%	Unchanged
46	DISNEY WALT CO COM DIS	DIS	79,394	$7.6m0.43%	0.43%	Added +6.4k	+6,443 8.8%
47	TORONTO DOMINION BK ONT COM NEW TD	TD	62,530	$7.6m0.43%	0.43%	Added +14.6k	+14,598 30.5%
48	MAGNA INTL INC COM MGA	MGA	114,356	$7.5m0.43%	0.43%	Added +41.3k	+41,311 56.6%
49	CANADIAN IMPERIAL BANK OF CO COM CM	CM	59,922	$6.9m0.39%	0.39%	Unchanged
50	EXXON MOBIL CORP COM XOM	XOM	49,688	$6.8m0.39%	0.39%	Reduced -24.6k	-24,617 -33.1%
51	COMCAST CORP NEW CL A CMCSA	CMCSA	271,166	$6.6m0.38%	0.38%	Added +94.0k	+93,953 53.0%
52	BOOKING HOLDINGS INC COM BKNG	BKNG	36,517	$6.5m0.37%	0.37%	Reduced -8	-8 -0.0%
53	GILEAD SCIENCES INC COM GILD	GILD	50,583	$6.4m0.36%	0.36%	Reduced -698	-698 -1.4%
54	TJX COS INC NEW COM TJX	TJX	41,576	$6.3m0.36%	0.36%	Added +4.4k	+4,359 11.7%
55	MARVELL TECHNOLOGY INC COM MRVL	MRVL	20,989	$6.2m0.35%	0.35%	Reduced -239	-239 -1.1%
56	ECOLAB INC COM ECL	ECL	22,363	$6.2m0.35%	0.35%	Added +4.8k	+4,825 27.5%
57	WELLS FARGO CO NEW COM WFC	WFC	74,817	$6.1m0.35%	0.35%	Added +1.3k	+1,286 1.8%
58	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	52,991	$6.1m0.35%	0.35%	Reduced -3.8k	-3,834 -6.8%
59	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	106,571	$6.1m0.35%	0.35%	Added +7.1k	+7,131 7.2%
60	SCHWAB CHARLES CORP COM SCHW	SCHW	65,701	$6.0m0.34%	0.34%	Added +8.7k	+8,662 15.2%
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,984	$6.0m0.34%	0.34%	Reduced -7.2k	-7,163 -37.4%
62	DELL TECHNOLOGIES INC CL C DELL	DELL	13,784	$5.9m0.34%	0.34%	Added +972	+972 7.6%
63	ASTRAZENECA PLC ORD AZN	AZN	31,725	$5.9m0.34%	0.34%	Unchanged
64	T-MOBILE US INC COM TMUS	TMUS	35,200	$5.9m0.34%	0.34%	Added +16.2k	+16,152 84.8%
65	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	5,807	$5.6m0.32%	0.32%	Reduced -578	-578 -9.1%
66	AT&T INC COM T	T	265,822	$5.5m0.31%	0.31%	Added +72.2k	+72,235 37.3%
67	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	19,502	$5.5m0.31%	0.31%	Reduced -1.7k	-1,664 -7.9%
68	EATON CORP PLC SHS ETN	ETN	12,773	$5.4m0.31%	0.31%	Reduced -1.7k	-1,705 -11.8%
69	PFIZER INC COM PFE	PFE	225,254	$5.4m0.31%	0.31%	Added +66.0k	+66,017 41.5%
70	CVS HEALTH CORP COM CVS	CVS	51,917	$5.3m0.30%	0.30%	Added +3.4k	+3,354 6.9%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	23,732	$5.3m0.30%	0.30%	Added +367	+367 1.6%
72	PALO ALTO NETWORKS INC COM PANW	PANW	15,417	$5.2m0.30%	0.30%	Added +2.8k	+2,751 21.7%
73	HOWMET AEROSPACE INC COM HWM	HWM	19,242	$5.1m0.29%	0.29%	Reduced -275	-275 -1.4%
74	TRAVELERS COMPANIES INC COM TRV	TRV	10,260	$5.1m0.29%	0.29%	Added +5.4k	+5,421 112.0%
75	MCDONALDS CORP COM MCD	MCD	18,857	$5.1m0.29%	0.29%	Added +29	+29 0.1%
76	WESTERN DIGITAL CORP COM WDC	WDC	7,949	$5.0m0.29%	0.29%	Reduced -2.3k	-2,330 -22.7%
77	ORACLE CORP COM ORCL	ORCL	34,233	$5.0m0.28%	0.28%	Added +746	+746 2.2%
78	UBS GROUP AG SHS UBS	UBS	99,572	$4.9m0.28%	0.28%	Reduced -9.2k	-9,154 -8.4%
79	VERTIV HOLDINGS CO COM CL A VRT	VRT	14,740	$4.9m0.28%	0.28%	Reduced -1.1k	-1,128 -7.1%
80	COMFORT SYS USA INC COM FIX	FIX	2,412	$4.8m0.27%	0.27%	Added +85	+85 3.6%
81	BANK NEW YORK MELLON CORP COM BNY	BNY	32,963	$4.7m0.27%	0.27%	Reduced -2.8k	-2,848 -8.0%
82	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	9,440	$4.7m0.27%	0.27%	Unchanged
83	BANK MONTREAL QUE COM BMO	BMO	26,449	$4.6m0.27%	0.27%	Added +12.1k	+12,144 84.9%
84	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	37,389	$4.6m0.26%	0.26%	Added +11.3k	+11,289 43.2%
85	QUALCOMM INC COM QCOM	QCOM	24,982	$4.6m0.26%	0.26%	Reduced -8.3k	-8,331 -25.0%
86	SHERWIN WILLIAMS CO COM SHW	SHW	13,298	$4.6m0.26%	0.26%	Added +2.0k	+1,956 17.2%
87	PROLOGIS INC. COM PLD	PLD	33,553	$4.5m0.26%	0.26%	Added +642	+642 1.9%
88	CENTENE CORP DEL COM CNC	CNC	68,804	$4.4m0.25%	0.25%	Added +44.1k	+44,089 178.4%
89	TRANE TECHNOLOGIES PLC SHS TT	TT	8,869	$4.3m0.25%	0.25%	Reduced -342	-342 -3.7%
90	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	10,914	$4.3m0.25%	0.25%	Added +63	+63 0.6%
91	TECHNIPFMC PLC COM FTI	FTI	65,289	$4.3m0.25%	0.25%	Added +64.5k	+64,520 8390.1%
92	BAKER HUGHES COMPANY CL A BKR	BKR	77,033	$4.3m0.24%	0.24%	Reduced -7.3k	-7,257 -8.6%
93	PROGRESSIVE CORP COM PGR	PGR	19,472	$4.2m0.24%	0.24%	Reduced -3.4k	-3,408 -14.9%
94	ADOBE INC COM ADBE	ADBE	20,635	$4.2m0.24%	0.24%	Added +1.2k	+1,164 6.0%
95	ARISTA NETWORKS INC COM SHS ANET	ANET	24,790	$4.2m0.24%	0.24%	Added +35	+35 0.1%
96	INTUIT COM INTU	INTU	15,981	$4.1m0.24%	0.24%	Added +5.8k	+5,831 57.5%
97	EVERSOURCE ENERGY COM ES	ES	57,544	$4.1m0.24%	0.24%	Added +148	+148 0.3%
98	SCHLUMBERGER LTD COM STK SLB	SLB	87,769	$4.1m0.23%	0.23%	Reduced -19.9k	-19,919 -18.5%
99	ABBOTT LABS COM ABT	ABT	44,606	$4.0m0.23%	0.23%	Added +157	+157 0.3%
100	S&P GLOBAL INC COM SPGI	SPGI	9,773	$4.0m0.23%	0.23%	Added +12	+12 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COSTCO WHSL CORP NEW COST	COST	12,533	$12.5m12.5k shares
CISCO SYS INC CSCO	CSCO	119,126	$9.2m119.1k shares
SALESFORCE INC CRM	CRM	37,384	$7.0m37.4k shares
AMERICAN HOMES 4 RENT AMH	AMH	49,658	$1.4m49.7k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	3,486	$1.4m3.5k shares
CAMECO CORP CCJ	CCJ	10,881	$1.2m10.9k shares
BUCKLE INC BKE	BKE	21,693	$1.1m21.7k shares
DEVON ENERGY CORP NEW DVN	DVN	19,910	$1.0m19.9k shares
PINNACLE FINL PARTNERS INC PNFP	PNFP	11,339	$977.3k11.3k shares
CGI INC GIB	GIB	13,406	$977.3k13.4k shares
ENBRIDGE INC ENB	ENB	15,806	$853.7k15.8k shares
FIFTH THIRD BANCORP FITB	FITB	17,174	$798.4k17.2k shares
ROBLOX CORP RBLX	RBLX	13,661	$773.1k13.7k shares
DYNATRACE INC DT	DT	20,688	$765.5k20.7k shares
GLOBAL PMTS INC GPN	GPN	10,952	$737.5k11.0k shares
WATERS CORP WAT	WAT	2,248	$669.8k2.2k shares
SUN CMNTYS INC SUI	SUI	4,674	$589.1k4.7k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	4,758	$446.9k4.8k shares
HONEYWELL INTL INC		986	$445.8k986 shares
ONEOK INC NEW OKE	OKE	3,931	$355.5k3.9k shares
HOLOGIC INC HOLX	HOLX	4,668	$353.1k4.7k shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	4,070	$273.1k4.1k shares
FERRARI N V RACE	RACE	761	$253.4k761 shares
AFFIRM HLDGS INC AFRM	AFRM	5,440	$249.4k5.4k shares
DOMINOS PIZZA INC DPZ	DPZ	648	$232.6k648 shares