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
DRI icon
376
Darden Restaurants
DRI
$24.9B
$289K 0.02%
1,530
– –
NRG icon
377
NRG Energy
NRG
$25.2B
$275K 0.02%
1,712
+1,679
+5,088% +$262K
EQR icon
378
Equity Residential
EQR
$24.4B
$272K 0.02%
+4,236
New +$277K
AVY icon
379
Avery Dennison
AVY
$13.6B
$266K 0.02%
1,651
– –
COO icon
380
Cooper Companies
COO
$15B
$260K 0.02%
3,827
– –
PDD icon
381
Pinduoduo
PDD
$129B
$254K 0.02%
1,940
– –
REVG
382
DELISTED
REV Group
REVG
$253K 0.02%
+4,495
New +$239K
RCL icon
383
Royal Caribbean
RCL
$82.1B
$251K 0.02%
782
– –
PTC icon
384
PTC
PTC
$16.3B
$240K 0.02%
+1,193
New +$243K
DUK icon
385
Duke Energy
DUK
$96.1B
$238K 0.02%
1,935
– –
UPS icon
386
United Parcel Service
UPS
$88.8B
$232K 0.02%
2,798
-2,793
-50% -$253K
BXP icon
387
Boston Properties
BXP
$10.8B
$232K 0.02%
3,141
– –
DG icon
388
Dollar General
DG
$26.5B
$225K 0.02%
2,191
+393
+22% +$43.1K
XYZ
389
Block Inc
XYZ
$47.5B
$222K 0.02%
3,102
-2,687
-46% -$201K
STWD icon
390
Starwood Property Trust
STWD
$6.17B
$220K 0.01%
+11,443
New +$230K
BEN icon
391
Franklin Resources
BEN
$16.9B
$207K 0.01%
9,029
-12,034
-57% -$297K
WAT icon
392
Waters Corp
WAT
$40.7B
$207K 0.01%
+695
New +$210K
FIS icon
393
Fidelity National Information Services
FIS
$22.1B
$202K 0.01%
3,086
– –
TYL icon
394
Tyler Technologies
TYL
$13.2B
$186K 0.01%
358
+182
+103% +$102K
PAGP icon
395
Plains GP Holdings
PAGP
$4.97B
$183K 0.01%
10,132
– –
PAYC icon
396
Paycom
PAYC
$9.57B
$182K 0.01%
879
– –
M icon
397
Macy's
M
$6.45B
$181K 0.01%
+10,181
New +$144K
CALM icon
398
Cal-Maine
CALM
$3.87B
$180K 0.01%
+1,932
New +$206K
ZBH icon
399
Zimmer Biomet
ZBH
$18.5B
$175K 0.01%
1,790
+38
+2% +$3.77K
ALAB icon
400
Astera Labs
ALAB
$54.1B
$169K 0.01%
+870
New +$143K
14 15
16
17 18

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.