Plato Investment Management Ltd reported 465 positions worth $1.89B for the quarter ended Sep 30, 2026, up 8.6% on the prior quarter. It opened 39 new positions, added to 165, trimmed 195 and exited 59. Its largest holding is Nvidia Corp at 7.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | +121.5K | – | $13.13M | 0.693% |
| CRM Salesforce, Inc. | +55.1K | – | $12.70M | 0.67% |
| COST Costco Wholesale Corp | +12.5K | – | $11.46M | 0.605% |
| NVDA Nvidia Corp | +36.6K | +6.1% | $8.40M | 7.78% |
| AAPL Apple Inc. | +22.3K | +5.9% | $7.46M | 7.05% |
| SNDK Sandisk Corp | +4,115 | +823.0% | $7.19M | 0.426% |
| CRWD CrowdStrike Holdings, Inc. | +20.5K | – | $5.45M | 0.288% |
| BNS Bank Of Nova Scotia | +57.6K | +138.4% | $5.27M | 0.48% |
| MSFT Microsoft Corp | +8,843 | +5.0% | $4.55M | 5.01% |
| INDV Supernus, Inc. | +100.0K | – | $3.60M | 0.19% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRSN Verisign Inc | -121.1K | -99.6% | $34.28M | <0.01% |
| RTX RTX Corp | -48.4K | -76.3% | $9.03M | 0.148% |
| TSEM Tower Semiconductor Ltd | -13.7K | -100.0% | $3.49M | Exited |
| RPM Rpm International Inc | -27.6K | -89.5% | $2.74M | 0.017% |
| PWR Quanta Services, Inc. | -4,056 | -50.8% | $2.62M | 0.134% |
| SLF Sun Life Financial Inc | -29.4K | -79.5% | $2.31M | 0.031% |
| CM Canadian Imperial Bank Of Commerce | -19.6K | -32.8% | $2.18M | 0.236% |
| EOG Eog Resources Inc | -14.3K | -100.0% | $1.84M | Exited |
| CLS Celestica Inc | -4,920 | -62.5% | $1.79M | 0.057% |
| HCA HCA Healthcare, Inc. | -4,081 | -59.0% | $1.75M | 0.064% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CSCO Cisco Systems, Inc. | +121.5K | $13.13M | 0.693% |
| CRM Salesforce, Inc. | +55.1K | $12.70M | 0.67% |
| COST Costco Wholesale Corp | +12.5K | $11.46M | 0.605% |
| CRWD CrowdStrike Holdings, Inc. | +20.5K | $5.45M | 0.288% |
| INDV Supernus, Inc. | +100.0K | $3.60M | 0.19% |
| KMI Kinder Morgan, Inc. | +59.7K | $1.81M | 0.095% |
| JXN Jackson Financial Inc. | +13.0K | $1.68M | 0.089% |
| IEX Idex Corp | +6,419 | $1.47M | 0.078% |
| SPCX Space Exploration Technologies Corp | +8,265 | $1.25M | 0.066% |
| ENTG Entegris Inc | +7,972 | $1.23M | 0.065% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSEM Tower Semiconductor Ltd | -13.7K | $3.49M | 0.2% |
| EOG Eog Resources Inc | -14.3K | $1.84M | 0.106% |
| BCE Bce Inc | -67.1K | $1.44M | 0.082% |
| KGC Kinross Gold Corp | -54.7K | $1.29M | 0.074% |
| STN Stantec Inc | -18.2K | $1.25M | 0.071% |
| OTEX Open Text Corp | -53.5K | $1.18M | 0.068% |
| HST Host Hotels & Resorts, Inc. | -48.6K | $1.14M | 0.066% |
| ACM Aecom | -15.4K | $1.07M | 0.061% |
| AVY Avery Dennison Corp | -5,858 | $945.50K | 0.054% |
| FDX Fedex Corp | -3,007 | $936.09K | 0.054% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 642.4K | $147.28M | 7.78% | +36.6K | +6.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 399.2K | $133.46M | 7.05% | +22.3K | +5.9% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 184.4K | $94.93M | 5.01% | +8,843 | +5.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 255.0K | $63.79M | 3.37% | +9,057 | +3.7% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 146.2K | $50.51M | 2.67% | +2,882 | +2.0% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 126.4K | $43.24M | 2.28% | +3,556 | +2.9% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 120.6K | $42.53M | 2.25% | +5,131 | +4.4% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 54.8K | $39.93M | 2.11% | +2,840 | +5.5% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 31.1K | $33.27M | 1.76% | +1,600 | +5.4% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 44.7K | $27.47M | 1.45% | +1,325 | +3.1% | Added | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 21.1K | $24.50M | 1.29% | +324 | +1.6% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 66.8K | $23.78M | 1.26% | +2,221 | +3.4% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 68.7K | $22.82M | 1.21% | +6,276 | +10.1% | Added | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 67.5K | $17.94M | 0.947% | -4,909 | -6.8% | Reduced | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 62.8K | $16.48M | 0.87% | +1,180 | +1.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Plato Investment Management.
As of its Q3 2026 13F filing, Plato Investment Management Ltd’s five largest positions were Nvidia Corp (NVDA) at 7.8%, Apple Inc. (AAPL) at 7.0%, Microsoft Corp (MSFT) at 5.0%, Amazon Com Inc (AMZN) at 3.4%, Alphabet Inc. (GOOGL) at 2.7% of the reported portfolio.
Plato Investment Management Ltd reported a 13F portfolio worth $1.89B across 465 positions for Q3 2026. That is up 8.6% from the previous quarter.
Its largest purchases by value were Cisco Systems, Inc. ($13.13M), Salesforce, Inc. ($12.70M), Costco Wholesale Corp ($11.46M). It opened 39 new positions.
Its largest sales by value were Verisign Inc ($34.28M), RTX Corp ($9.03M), Tower Semiconductor Ltd ($3.49M). It exited 59 positions entirely.
From the Form 13F-HR reports Plato Investment Management Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.