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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
+5.06%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
+$90.9M
Cap. Flow %
6.68%
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
214
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.04M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
MSFT icon
Microsoft
MSFT
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4M
2
DVN icon
Devon Energy
DVN
+$3.8M
3
APP icon
Applovin
APP
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRNT
501
DELISTED
Verint Systems
VRNT
$43.3K ﹤0.01%
+1,571
New +$39.2K
CTRA
502
DELISTED
Coterra Energy
CTRA
$43.2K ﹤0.01%
+1,687
New +$41.9K
MPC icon
503
Marathon Petroleum
MPC
$94.5B
$42K ﹤0.01%
300
– –
DVN icon
504
Devon Energy
DVN
$49.9B
$41.9K ﹤0.01%
1,275
-100,905
-99% -$3.8M
BILL icon
505
BILL Holdings
BILL
$4.93B
$41.5K ﹤0.01%
488
– –
APO icon
506
Apollo Global Management
APO
$80.8B
$41.1K ﹤0.01%
248
– –
VERX icon
507
Vertex
VERX
$1.98B
$41K ﹤0.01%
+766
New +$37.1K
AWR icon
508
American States Water
AWR
$3.47B
$40.8K ﹤0.01%
523
+500
+2,174% +$41.6K
CYBR
509
DELISTED
CyberArk
CYBR
$39.5K ﹤0.01%
+118
New +$35.9K
BVS icon
510
Bioventus
BVS
$1.16B
$38.1K ﹤0.01%
+3,620
New +$42.8K
VSXY
511
Victoria's Secret
VSXY
$7.48B
$37.7K ﹤0.01%
906
– –
RJF icon
512
Raymond James Financial
RJF
$34.6B
$36.8K ﹤0.01%
236
+217
+1,142% +$32.8K
DCBO
513
Docebo
DCBO
$585M
$35.5K ﹤0.01%
789
– –
LYFT icon
514
Lyft
LYFT
$6.64B
$34.9K ﹤0.01%
+2,694
New +$39.9K
RDFN
515
DELISTED
Redfin
RDFN
$33.5K ﹤0.01%
4,237
– –
IRDM icon
516
Iridium Communications
IRDM
$5.23B
$32K ﹤0.01%
+1,099
New +$32.7K
YUM icon
517
Yum! Brands
YUM
$39.5B
$30.6K ﹤0.01%
227
– –
RDWR icon
518
Radware
RDWR
$1.2B
$30K ﹤0.01%
+1,325
New +$30.3K
SEZL
519
Sezzle
SEZL
$4.32B
$29.5K ﹤0.01%
+690
New +$32.6K
ESTC icon
520
Elastic
ESTC
$7.94B
$29.1K ﹤0.01%
293
– –
GIL icon
521
Gildan
GIL
$10.8B
$27.8K ﹤0.01%
+589
New +$28.4K
RDDT icon
522
Reddit
RDDT
$30.1B
$27.2K ﹤0.01%
+166
New +$20.5K
ANF icon
523
Abercrombie & Fitch
ANF
$5.24B
$27.2K ﹤0.01%
181
-560
-76% -$81.8K
JANX icon
524
Janux Therapeutics
JANX
$1.01B
$26.8K ﹤0.01%
498
-688
-58% -$36.4K
LPLA icon
525
LPL Financial
LPLA
$29.2B
$26.5K ﹤0.01%
81
– –
19 20
21
22 23

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SFI
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NM
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NMC
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SLF
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VCM
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PAIM
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Plato Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Plato Investment Management held 609 positions worth $1.36B, up 10% from $1.23B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $90.9M of net new capital in Q4 2024, opening 62 new positions and adding to 214 existing holdings. Its largest new stake was Texas Pacific Land: 3,936 shares worth $1.46M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Advanced Micro Devices, an estimated $4M trimmed.

  • Plato Investment Management's largest Q4 2024 buy was Texas Pacific Land: 3,936 shares worth $1.46M.
  • Plato Investment Management added most to Apple in Q4 2024, an estimated $6.04M increase.
  • Plato Investment Management's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $4M.
  • Plato Investment Management fully exited Live Nation Entertainment in Q4 2024, selling an estimated $586K.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.36B portfolio in Q4 2024.
  • Plato Investment Management opened 62 new positions and closed 24 in Q4 2024.
  • Plato Investment Management's portfolio value rose 10% quarter-over-quarter to $1.36B.

Based on Plato Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.