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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
VRSN icon
501
VeriSign
VRSN
$25.3B
$1.49K ﹤0.01%
6
– –
ZD icon
502
Ziff Davis
ZD
$1.9B
$1.47K ﹤0.01%
35
– –
PD icon
503
PagerDuty
PD
$700M
$1.47K ﹤0.01%
236
– –
LH icon
504
Labcorp
LH
$24.3B
$1.33K ﹤0.01%
5
– –
PATH icon
505
UiPath
PATH
$5.62B
$1.19K ﹤0.01%
107
– –
KWR icon
506
Quaker Houghton
KWR
$2.63B
$1.12K ﹤0.01%
9
– –
BL icon
507
BlackLine
BL
$1.69B
$1.07K ﹤0.01%
29
– –
ELS icon
508
Equity Lifestyle Properties
ELS
$12.8B
$1.06K ﹤0.01%
17
– –
NTRS icon
509
Northern Trust
NTRS
$22.2B
$978 ﹤0.01%
7
– –
SBH icon
510
Sally Beauty Holdings
SBH
$1.4B
$970 ﹤0.01%
70
– –
COUR icon
511
Coursera
COUR
$1.54B
$943 ﹤0.01%
162
– –
ON icon
512
ON Semiconductor
ON
$33.8B
$805 ﹤0.01%
13
-55
-81% -$3.45K
MANH icon
513
Manhattan Associates
MANH
$8.97B
$666 ﹤0.01%
5
– –
AGNT
514
AGNT Inc
AGNT
$664M
$426 ﹤0.01%
71
– –
FRSH icon
515
Freshworks
FRSH
$2.84B
$362 ﹤0.01%
45
– –
FOX icon
516
Fox Class B
FOX
$20.7B
$106 ﹤0.01%
2
– –
ARE icon
517
Alexandria Real Estate Equities
ARE
$8.88B
– –
-1,295
Closed -$63.7K
AXTA icon
518
Axalta
AXTA
$7.01B
– –
-215
Closed -$6.98K
BEN icon
519
Franklin Resources
BEN
$16.9B
– –
-9,029
Closed -$217K
CAE icon
520
CAE Inc. Common Shares
CAE
$8.1B
– –
-18,052
Closed -$552K
COIN icon
521
Coinbase
COIN
$41.7B
– –
-1,956
Closed -$444K
VISN
522
Vistance Networks Inc
VISN
$2.66B
– –
-8,960
Closed -$163K
CPRT icon
523
Copart
CPRT
$25.9B
– –
-11,153
Closed -$439K
CSX icon
524
CSX Corp
CSX
$98.6B
– –
-9
Closed -$328
CTRA
525
DELISTED
Coterra Energy
CTRA
– –
-623
Closed -$16.5K
19 20
21
22 23

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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.