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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
MNDY icon
351
monday.com
MNDY
$3.7B
$434K 0.03%
2,259
– –
FICO icon
352
Fair Isaac
FICO
$22.4B
$416K 0.03%
280
-5
-2% -$7.52K
HUM icon
353
Humana
HUM
$44.8B
$401K 0.03%
1,554
– –
NTNX icon
354
Nutanix
NTNX
$17.4B
$397K 0.03%
5,377
– –
MCHP icon
355
Microchip Technology
MCHP
$44B
$397K 0.03%
6,227
– –
AFRM icon
356
Affirm
AFRM
$25.7B
$395K 0.03%
5,440
+5,393
+11,474% +$410K
PHM icon
357
Pultegroup
PHM
$25.2B
$392K 0.03%
2,991
– –
EXEL icon
358
Exelixis
EXEL
$12.7B
$386K 0.03%
9,417
+3,243
+53% +$130K
CHKP icon
359
Check Point Software Technologies
CHKP
$13.2B
$385K 0.03%
1,874
– –
TRMB icon
360
Trimble
TRMB
$13.5B
$380K 0.03%
4,693
– –
CSGP icon
361
CoStar Group
CSGP
$12.6B
$374K 0.03%
4,469
– –
IR icon
362
Ingersoll Rand
IR
$33B
$371K 0.03%
4,521
– –
AFL icon
363
Aflac
AFL
$60.7B
$371K 0.03%
3,343
– –
UNP icon
364
Union Pacific
UNP
$174B
$366K 0.02%
1,561
+1,478
+1,781% +$333K
FWONK icon
365
Liberty Media Series C
FWONK
$25.7B
$365K 0.02%
3,518
-390
-10% -$39.5K
DVA icon
366
DaVita
DVA
$11.4B
$360K 0.02%
2,729
– –
AIG icon
367
American International
AIG
$40.4B
$358K 0.02%
4,589
– –
EW icon
368
Edwards Lifesciences
EW
$54B
$342K 0.02%
4,425
– –
HON icon
369
Honeywell
HON
$72.9B
$333K 0.02%
1,691
– –
NBIX icon
370
Neurocrine Biosciences
NBIX
$16.5B
$322K 0.02%
2,309
+27
+1% +$3.66K
ZS icon
371
Zscaler
ZS
$28.9B
$321K 0.02%
1,080
– –
VLTO icon
372
Veralto
VLTO
$23.9B
$318K 0.02%
3,005
– –
HOLX
373
DELISTED
Hologic
HOLX
$314K 0.02%
4,693
– –
HBM icon
374
Hudbay
HBM
$12.3B
$302K 0.02%
20,117
+12,134
+152% +$139K
RDDT icon
375
Reddit
RDDT
$30.1B
$302K 0.02%
1,321
-1,649
-56% -$337K
13 14
15
16 17

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CIP
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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
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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.