We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+4.36%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
-$4.11M
Cap. Flow %
-0.27%
Top 10 Hldgs %
35.33%
Holding
546
New
30
Increased
98
Reduced
168
Closed
33

Top Buys

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$2.77M
2
TRI icon
Thomson Reuters
TRI
+$2.46M
3
KGC icon
Kinross Gold
KGC
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$2.19M
2
CVX icon
Chevron
CVX
+$2.11M
3
SHOP icon
Shopify
SHOP
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVLT icon
476
Commault Systems
CVLT
$5.78B
$5.17K ﹤0.01%
41
– –
MGM icon
477
MGM Resorts International
MGM
$11B
$4.66K ﹤0.01%
127
– –
TRU icon
478
TransUnion
TRU
$15B
$4.65K ﹤0.01%
54
– –
GLPI icon
479
Gaming and Leisure Properties
GLPI
$12.5B
$3.95K ﹤0.01%
88
– –
PVH icon
480
PVH
PVH
$3.76B
$3.84K ﹤0.01%
57
– –
ROKU icon
481
Roku
ROKU
$22.3B
$3.82K ﹤0.01%
35
– –
ON icon
482
ON Semiconductor
ON
$32.5B
$3.7K ﹤0.01%
68
– –
CCEP icon
483
Coca-Cola Europacific Partners
CCEP
$47B
$3.56K ﹤0.01%
39
– –
ESI icon
484
Element Solutions
ESI
$9.33B
$3.52K ﹤0.01%
140
– –
ADNT icon
485
Adient
ADNT
$1.44B
$3.49K ﹤0.01%
181
-3,383
-95% -$71.2K
BILL icon
486
BILL Holdings
BILL
$4.79B
$3.29K ﹤0.01%
60
– –
PD icon
487
PagerDuty
PD
$887M
$3.11K ﹤0.01%
236
– –
VST icon
488
Vistra
VST
$49.5B
$3.08K ﹤0.01%
19
– –
LNG icon
489
Cheniere Energy
LNG
$55.1B
$2.93K ﹤0.01%
15
– –
GTM
490
ZoomInfo Technologies
GTM
$1.11B
$2.79K ﹤0.01%
273
– –
FDS icon
491
Factset
FDS
$9.88B
$2.62K ﹤0.01%
9
– –
TDOC icon
492
Teladoc Health
TDOC
$1.2B
$2.46K ﹤0.01%
349
– –
RDWR icon
493
Radware
RDWR
$1.23B
$2.35K ﹤0.01%
97
– –
TAP icon
494
Molson Coors Class B
TAP
$7.71B
$2.25K ﹤0.01%
48
-11,004
-100% -$508K
CHWY icon
495
Chewy
CHWY
$9.08B
$2.03K ﹤0.01%
61
-2,524
-98% -$87.6K
YOU icon
496
Clear Secure
YOU
$4.85B
$1.9K ﹤0.01%
54
-3,635
-99% -$124K
PATH icon
497
UiPath
PATH
$7.82B
$1.76K ﹤0.01%
107
-586
-85% -$9.12K
EPAM icon
498
EPAM Systems
EPAM
$5.09B
$1.65K ﹤0.01%
8
-17
-68% -$3.03K
BL icon
499
BlackLine
BL
$1.62B
$1.61K ﹤0.01%
29
– –
VRSN icon
500
VeriSign
VRSN
$25.7B
$1.47K ﹤0.01%
6
– –
18 19
20
21 22

Similar funds

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 Q4 2025 Portfolio in Review

As of Q4 2025, Plato Investment Management held 546 positions worth $1.53B, up 3.7% from $1.48B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management's Q4 2025 filing shows 30 new, 98 increased, 168 reduced and 33 closed positions. Its largest new stake was Comfort Systems: 2,180 shares worth $2.04M. The largest sale was Applied Materials, an estimated $2.19M.

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

  • Plato Investment Management's largest Q4 2025 buy was Comfort Systems: 2,180 shares worth $2.04M.
  • Plato Investment Management added most to Royal Bank of Canada in Q4 2025, an estimated $2.77M increase.
  • Plato Investment Management's biggest Q4 2025 reduction was Applied Materials, cutting an estimated $2.19M.
  • Plato Investment Management fully exited Millicom in Q4 2025, selling an estimated $875K.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.53B portfolio in Q4 2025.
  • Plato Investment Management opened 30 new positions and closed 33 in Q4 2025.
  • Plato Investment Management's portfolio value rose 3.7% quarter-over-quarter to $1.53B.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.