We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAE icon
251
CAE Inc. Common Shares
CAE
$8.74B
$1.11M 0.08%
37,904
+142
+0.4% +$4K
NXPI icon
252
NXP Semiconductors
NXPI
$59.6B
$1.1M 0.07%
4,851
– –
NVR icon
253
NVR
NVR
$17.1B
$1.09M 0.07%
137
+1
+0.7% +$7.95K
APTV icon
254
Aptiv
APTV
$10.3B
$1.08M 0.07%
12,586
+77
+0.6% +$5.81K
DD icon
255
DuPont de Nemours
DD
$19.5B
$1.08M 0.07%
11,080
– –
LEN icon
256
Lennar Class A
LEN
$21.1B
$1.03M 0.07%
8,257
-2,907
-26% -$361K
ELV icon
257
Elevance Health
ELV
$84.7B
$1.03M 0.07%
3,209
-2,018
-39% -$628K
DHI icon
258
D.R. Horton
DHI
$42.2B
$1.02M 0.07%
6,046
– –
DT icon
259
Dynatrace
DT
$14.4B
$1.01M 0.07%
20,963
– –
TWLO icon
260
Twilio
TWLO
$39.3B
$1M 0.07%
10,102
– –
BABA icon
261
Alibaba
BABA
$306B
$998K 0.07%
5,628
– –
STE icon
262
Steris
STE
$23.2B
$989K 0.07%
4,026
+16
+0.4% +$3.83K
ACM icon
263
Aecom
ACM
$8.62B
$985K 0.07%
7,604
– –
GEN icon
264
Gen Digital
GEN
$17.4B
$983K 0.07%
34,883
– –
OKTA icon
265
Okta
OKTA
$26.1B
$975K 0.07%
10,709
– –
DECK icon
266
Deckers Outdoor
DECK
$12.8B
$963K 0.07%
9,574
+39
+0.4% +$4.25K
DXCM icon
267
DexCom
DXCM
$33.8B
$959K 0.07%
14,364
+44
+0.3% +$3.48K
GWW icon
268
W.W. Grainger
GWW
$61.3B
$956K 0.06%
1,011
– –
FUTU icon
269
Futu Holdings
FUTU
$14.7B
$949K 0.06%
5,496
– –
FERG icon
270
Ferguson
FERG
$48.8B
$941K 0.06%
4,220
– –
RMD icon
271
ResMed
RMD
$32.6B
$936K 0.06%
3,446
– –
YUM icon
272
Yum! Brands
YUM
$39.5B
$935K 0.06%
6,200
– –
ULTA icon
273
Ulta Beauty
ULTA
$23.3B
$934K 0.06%
1,721
– –
BN icon
274
Brookfield
BN
$110B
$922K 0.06%
20,342
-12,049
-37% -$534K
DOCU
275
DocuSign
DOCU
$11.3B
$918K 0.06%
12,832
+4,245
+49% +$327K
9 10
11
12 13

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.