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PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
-2.32%
1 Year Est. Return
+28.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
+$48.3M
Cap. Flow %
3.25%
Top 10 Hldgs %
32.92%
Holding
554
New
41
Increased
178
Reduced
118
Closed
38

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$6.12M
2
LLY icon
Eli Lilly
LLY
+$2.71M
3
STX icon
Seagate
STX
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$3.49M
2
LOGI icon
Logitech
LOGI
+$1.93M
3
WPM icon
Wheaton Precious Metals
WPM
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

Rank Sector Weight
1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVTY icon
476
Revvity
RVTY
$12.3B
$6.05K ﹤0.01%
69
– –
OSK icon
477
Oshkosh
OSK
$9.67B
$4.86K ﹤0.01%
33
-31
-48% -$4.83K
NRG icon
478
NRG Energy
NRG
$29.8B
$4.83K ﹤0.01%
33
-635
-95% -$99.9K
ESI icon
479
Element Solutions
ESI
$9.12B
$4.78K ﹤0.01%
140
– –
BEPC icon
480
Brookfield Renewable
BEPC
$6.12B
$4.73K ﹤0.01%
+119
New +$4.85K
MGM icon
481
MGM Resorts International
MGM
$11.7B
$4.7K ﹤0.01%
127
– –
GDRX icon
482
GoodRx Holdings
GDRX
$1B
$4.68K ﹤0.01%
2,385
– –
TECK icon
483
Teck Resources
TECK
$29.5B
$4.59K ﹤0.01%
+89
New +$4.76K
KKR icon
484
KKR & Co
KKR
$89.2B
$4.35K ﹤0.01%
47
– –
TIGO icon
485
Millicom
TIGO
$15.8B
$4.35K ﹤0.01%
+58
New +$3.8K
PVH icon
486
PVH
PVH
$3.71B
$3.98K ﹤0.01%
57
– –
GLPI icon
487
Gaming and Leisure Properties
GLPI
$12.8B
$3.91K ﹤0.01%
88
– –
TRU icon
488
TransUnion
TRU
$14.8B
$3.74K ﹤0.01%
54
– –
ADNT icon
489
Adient
ADNT
$1.6B
$3.66K ﹤0.01%
181
– –
LULU icon
490
lululemon athletica
LULU
$13B
$3.22K ﹤0.01%
+21
New +$3.77K
CVLT icon
491
Commault Systems
CVLT
$5.89B
$3.19K ﹤0.01%
41
– –
VST icon
492
Vistra
VST
$55.1B
$2.86K ﹤0.01%
19
– –
RDWR icon
493
Radware
RDWR
$1.24B
$2.56K ﹤0.01%
97
– –
WSC icon
494
WillScot Mobile Mini Holdings
WSC
$4.8B
$2.5K ﹤0.01%
144
-1,735
-92% -$35.4K
BILL icon
495
BILL Holdings
BILL
$4.33B
$2.3K ﹤0.01%
60
– –
RCL icon
496
Royal Caribbean
RCL
$78.7B
$2.2K ﹤0.01%
8
-67
-89% -$20K
FDS icon
497
Factset
FDS
$9.05B
$1.95K ﹤0.01%
9
– –
TDOC icon
498
Teladoc Health
TDOC
$1.58B
$1.9K ﹤0.01%
349
– –
CHWY icon
499
Chewy
CHWY
$8.54B
$1.65K ﹤0.01%
61
– –
GTM
500
ZoomInfo Technologies
GTM
$861M
$1.63K ﹤0.01%
273
– –
18 19
20
21 22

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RIM
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FAT
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OA
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AIA
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SB
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MCM
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Plato Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Plato Investment Management held 554 positions worth $1.49B, down 2.7% from $1.53B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $48.3M of net new capital in Q1 2026, opening 41 new positions and adding to 178 existing holdings. Its largest new stake was AstraZeneca: 31,725 shares worth $6.15M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Kinross Gold, an estimated $3.49M trimmed.

  • Plato Investment Management's largest Q1 2026 buy was AstraZeneca: 31,725 shares worth $6.15M.
  • Plato Investment Management added most to Eli Lilly in Q1 2026, an estimated $2.71M increase.
  • Plato Investment Management's biggest Q1 2026 reduction was Kinross Gold, cutting an estimated $3.49M.
  • Plato Investment Management fully exited Old Republic International in Q1 2026, selling an estimated $1.14M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.49B portfolio in Q1 2026.
  • Plato Investment Management opened 41 new positions and closed 38 in Q1 2026.
  • Plato Investment Management's portfolio value fell 2.7% quarter-over-quarter to $1.49B.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.