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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
TTD icon
426
Trade Desk
TTD
$6.37B
$85.6K 0.01%
1,759
-5,925
-77% -$376K
ADNT icon
427
Adient
ADNT
$1.48B
$85.2K 0.01%
3,564
-1,607
-31% -$37.5K
HAS icon
428
Hasbro
HAS
$13.7B
$83.2K 0.01%
+1,105
New +$85.7K
SO icon
429
Southern Company
SO
$106B
$82.4K 0.01%
876
– –
AKAM icon
430
Akamai
AKAM
$16.8B
$81.8K 0.01%
1,088
– –
DKS icon
431
Dick's Sporting Goods
DKS
$18.4B
$78.9K 0.01%
358
– –
LYFT icon
432
Lyft
LYFT
$6.64B
$67.7K ﹤0.01%
3,101
-157
-5% -$2.63K
HPE icon
433
Hewlett Packard
HPE
$72B
$66.9K ﹤0.01%
2,743
– –
AXTA icon
434
Axalta
AXTA
$7.98B
$63.6K ﹤0.01%
2,238
– –
CBOE icon
435
Cboe Global Markets
CBOE
$29.5B
$60.6K ﹤0.01%
+249
New +$59.8K
TEVA icon
436
Teva Pharmaceuticals
TEVA
$42.5B
$59.6K ﹤0.01%
2,975
– –
RACE icon
437
Ferrari
RACE
$72.1B
$59.5K ﹤0.01%
124
– –
WPC icon
438
W.P. Carey
WPC
$15.9B
$58.8K ﹤0.01%
877
– –
MPC icon
439
Marathon Petroleum
MPC
$94.5B
$57.4K ﹤0.01%
300
– –
PTCT icon
440
PTC Therapeutics
PTCT
$6.15B
$55.8K ﹤0.01%
917
-973
-51% -$50.7K
INDV icon
441
Indivior Pharmaceuticals
INDV
$4.54B
$52.2K ﹤0.01%
+2,183
New +$45.7K
SOLV icon
442
Solventum
SOLV
$14.3B
$50.4K ﹤0.01%
696
– –
VC icon
443
Visteon
VC
$2.83B
$47.7K ﹤0.01%
+401
New +$47.2K
TSN icon
444
Tyson Foods
TSN
$19.9B
$47.5K ﹤0.01%
881
– –
RNG icon
445
RingCentral
RNG
$5.3B
$46.2K ﹤0.01%
1,641
– –
SNPS icon
446
Synopsys
SNPS
$78.7B
$45.5K ﹤0.01%
93
-4,633
-98% -$2.62M
TRI icon
447
Thomson Reuters
TRI
$45.4B
$44.5K ﹤0.01%
285
-347
-55% -$64.7K
APAM icon
448
Artisan Partners
APAM
$3.08B
$43.2K ﹤0.01%
+1,003
New +$46.2K
SAM icon
449
Boston Beer
SAM
$1.85B
$41.5K ﹤0.01%
198
– –
ESTC icon
450
Elastic
ESTC
$7.94B
$39.9K ﹤0.01%
476
– –
16 17
18
19 20

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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.