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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
-2.39%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$128M
Cap. Flow %
-10.79%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$3.27M
2
AMD icon
Advanced Micro Devices
AMD
+$2.86M
3
EIX icon
Edison International
EIX
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.43M
2
AAPL icon
Apple
AAPL
+$9.16M
3
DB icon
Deutsche Bank
DB
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OLED icon
476
Universal Display
OLED
$4.25B
$23.8K ﹤0.01%
+169
New +$25.3K
DCBO
477
Docebo
DCBO
$562M
$22.9K ﹤0.01%
789
– –
BHC icon
478
Bausch Health
BHC
$2.32B
$19.3K ﹤0.01%
+2,941
New +$21.1K
QRVO icon
479
Qorvo
QRVO
$8.6B
$18.2K ﹤0.01%
249
-4,879
-95% -$372K
GD icon
480
General Dynamics
GD
$107B
$17.9K ﹤0.01%
65
-1,903
-97% -$495K
FTI icon
481
TechnipFMC
FTI
$29.7B
$17.6K ﹤0.01%
550
-1,793
-77% -$53.8K
BALL icon
482
Ball Corp
BALL
$16.6B
$16.3K ﹤0.01%
309
– –
FVRR icon
483
Fiverr
FVRR
$313M
$16.1K ﹤0.01%
672
– –
EXR icon
484
Extra Space Storage
EXR
$31B
$14.1K ﹤0.01%
94
-305
-76% -$46.3K
UNP icon
485
Union Pacific
UNP
$174B
$13.8K ﹤0.01%
58
-283
-83% -$68.1K
SWKS icon
486
Skyworks Solutions
SWKS
$10.4B
$13.6K ﹤0.01%
208
-2,802
-93% -$213K
VET icon
487
Vermilion Energy
VET
$1.73B
$12.6K ﹤0.01%
+1,537
New +$13.7K
GDRX icon
488
GoodRx Holdings
GDRX
$1.23B
$10.6K ﹤0.01%
2,372
– –
CGAU
489
Centerra Gold
CGAU
$4.25B
$10.4K ﹤0.01%
1,620
-82,939
-98% -$507K
NJR icon
490
New Jersey Resources
NJR
$5.6B
$10K ﹤0.01%
202
+181
+862% +$8.58K
AWR icon
491
American States Water
AWR
$3.46B
$8.59K ﹤0.01%
108
-415
-79% -$31.3K
DOO
492
Bombardier Recreational Products
DOO
$4.66B
$7.41K ﹤0.01%
+217
New +$9.54K
LNG icon
493
Cheniere Energy
LNG
$55.8B
$7.02K ﹤0.01%
30
-1,982
-99% -$446K
CVLT icon
494
Commault Systems
CVLT
$5.83B
$6.06K ﹤0.01%
+38
New +$6.25K
CPRT icon
495
Copart
CPRT
$26.8B
$5.95K ﹤0.01%
104
+68
+189% +$3.83K
PEG icon
496
Public Service Enterprise Group
PEG
$37.8B
$5.82K ﹤0.01%
+70
New +$5.84K
OSK icon
497
Oshkosh
OSK
$9.57B
$5.61K ﹤0.01%
+59
New +$5.91K
AYI icon
498
Acuity Brands
AYI
$10.7B
$5.59K ﹤0.01%
+21
New +$6.35K
KKR icon
499
KKR & Co
KKR
$99.8B
$5.03K ﹤0.01%
43
-700
-94% -$96.3K
VMC icon
500
Vulcan Materials
VMC
$36.6B
$4.95K ﹤0.01%
+21
New +$5.33K
18 19
20
21 22

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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
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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Plato Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Plato Investment Management held 629 positions worth $1.19B, down 13% from $1.36B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Plato Investment Management withdrew a net $128M in Q1 2025, closing 102 positions and reducing 246 holdings. Its most notable exit was Lennox International, an estimated $889K position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Plato Investment Management opened a new position in Expedia Group worth $1.65M.

  • Plato Investment Management's largest Q1 2025 buy was Expedia Group: 9,698 shares worth $1.65M.
  • Plato Investment Management added most to Wheaton Precious Metals in Q1 2025, an estimated $3.27M increase.
  • Plato Investment Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $9.43M.
  • Plato Investment Management fully exited Lennox International in Q1 2025, selling an estimated $889K.
  • Plato Investment Management's ten largest holdings make up 30% of its $1.19B portfolio in Q1 2025.
  • Plato Investment Management opened 44 new positions and closed 102 in Q1 2025.
  • Plato Investment Management's portfolio value fell 13% quarter-over-quarter to $1.19B.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.