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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
LSPD icon
476
Lightspeed Commerce
LSPD
$1.41B
$6.19K ﹤0.01%
540
– –
KKR icon
477
KKR & Co
KKR
$104B
$6.06K ﹤0.01%
47
– –
HWC icon
478
Hancock Whitney
HWC
$6.36B
$5.34K ﹤0.01%
86
– –
NDAQ icon
479
Nasdaq
NDAQ
$54.4B
$4.74K ﹤0.01%
54
+38
+238% +$3.52K
PVH icon
480
PVH
PVH
$3.75B
$4.74K ﹤0.01%
57
– –
TRU icon
481
TransUnion
TRU
$15.6B
$4.49K ﹤0.01%
+54
New +$4.9K
MGM icon
482
MGM Resorts International
MGM
$11.1B
$4.37K ﹤0.01%
127
-20,728
-99% -$761K
GLPI icon
483
Gaming and Leisure Properties
GLPI
$12.7B
$4.07K ﹤0.01%
88
– –
ENB icon
484
Enbridge
ENB
$112B
$4.01K ﹤0.01%
80
– –
PD icon
485
PagerDuty
PD
$918M
$3.87K ﹤0.01%
236
– –
EPAM icon
486
EPAM Systems
EPAM
$5.3B
$3.74K ﹤0.01%
25
-3,834
-99% -$629K
VST icon
487
Vistra
VST
$49.2B
$3.69K ﹤0.01%
+19
New +$3.77K
CCEP icon
488
Coca-Cola Europacific Partners
CCEP
$47.4B
$3.5K ﹤0.01%
39
– –
LNG icon
489
Cheniere Energy
LNG
$55.3B
$3.5K ﹤0.01%
15
-1,214
-99% -$285K
ESI icon
490
Element Solutions
ESI
$9.51B
$3.5K ﹤0.01%
140
– –
ROKU icon
491
Roku
ROKU
$22.8B
$3.48K ﹤0.01%
35
-5,183
-99% -$478K
ON icon
492
ON Semiconductor
ON
$31.9B
$3.33K ﹤0.01%
68
– –
BILL icon
493
BILL Holdings
BILL
$5.13B
$3.15K ﹤0.01%
60
-1,575
-96% -$73.1K
LII icon
494
Lennox International
LII
$14.4B
$3.15K ﹤0.01%
+6
New +$3.5K
EQIX icon
495
Equinix
EQIX
$106B
$3.11K ﹤0.01%
4
– –
GTM
496
ZoomInfo Technologies
GTM
$1.25B
$2.96K ﹤0.01%
273
– –
BBWI icon
497
Bath & Body Works
BBWI
$3.77B
$2.71K ﹤0.01%
106
– –
TDOC icon
498
Teladoc Health
TDOC
$1.26B
$2.68K ﹤0.01%
349
– –
FDS icon
499
Factset
FDS
$10.3B
$2.56K ﹤0.01%
+9
New +$3.44K
RDWR icon
500
Radware
RDWR
$1.25B
$2.55K ﹤0.01%
97
-106
-52% -$2.83K
18 19
20
21 22

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SFI
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NM
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NMC
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VCM
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PAIM
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HHAM
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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.