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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
Z icon
401
Zillow
Z
$7.68B
$167K 0.01%
2,190
– –
O icon
402
Realty Income
O
$58.6B
$163K 0.01%
2,704
– –
DLTR icon
403
Dollar Tree
DLTR
$24.6B
$161K 0.01%
+1,720
New +$184K
EXR icon
404
Extra Space Storage
EXR
$31B
$153K 0.01%
1,093
– –
VISN
405
Vistance Networks Inc
VISN
$2.7B
$138K 0.01%
+8,960
New +$116K
DOO
406
Bombardier Recreational Products
DOO
$4.79B
$134K 0.01%
+2,221
New +$125K
VTR icon
407
Ventas
VTR
$44.6B
$130K 0.01%
1,870
– –
GRAB icon
408
Grab
GRAB
$15.3B
$128K 0.01%
21,468
+637
+3% +$3.38K
AER icon
409
AerCap
AER
$23.5B
$128K 0.01%
+1,063
New +$124K
FNV icon
410
Franco-Nevada
FNV
$46.4B
$127K 0.01%
574
-6,460
-92% -$1.16M
WMB icon
411
Williams Companies
WMB
$88.4B
$127K 0.01%
2,016
– –
YOU icon
412
Clear Secure
YOU
$4.97B
$122K 0.01%
3,689
+919
+33% +$30.5K
PSX icon
413
Phillips 66
PSX
$89.5B
$119K 0.01%
880
– –
RRC icon
414
Range Resources
RRC
$9.5B
$117K 0.01%
3,143
– –
CVAC
415
DELISTED
CureVac
CVAC
$116K 0.01%
21,715
– –
BMO icon
416
Bank of Montreal
BMO
$127B
$114K 0.01%
880
– –
CRBG icon
417
Corebridge Financial
CRBG
$14.9B
$111K 0.01%
3,484
– –
DOCS icon
418
Doximity
DOCS
$4.65B
$110K 0.01%
1,516
-3,413
-69% -$223K
DPZ icon
419
Domino's
DPZ
$11.8B
$109K 0.01%
254
– –
ARE icon
420
Alexandria Real Estate Equities
ARE
$8.28B
$107K 0.01%
1,295
-8,074
-86% -$647K
OTEX icon
421
Open Text
OTEX
$5.81B
$106K 0.01%
2,845
– –
CHWY icon
422
Chewy
CHWY
$9.2B
$104K 0.01%
2,585
-838
-24% -$32.3K
CHD icon
423
Church & Dwight Co
CHD
$24.4B
$98.1K 0.01%
1,128
– –
GOOS
424
Canada Goose Holdings
GOOS
$856M
$88.2K 0.01%
+6,455
New +$83.7K
GRMN
425
Garmin
GRMN
$59.7B
$86.7K 0.01%
355
– –
15 16
17
18 19

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SFI
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NM
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NMC
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SLF
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VCM
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PAIM
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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.