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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
KMX icon
501
CarMax
KMX
$8.26B
$2.54K ﹤0.01%
57
-12,885
-100% -$769K
COUR icon
502
Coursera
COUR
$1.5B
$1.88K ﹤0.01%
162
– –
VRSN icon
503
VeriSign
VRSN
$26B
$1.67K ﹤0.01%
6
– –
BL icon
504
BlackLine
BL
$1.63B
$1.53K ﹤0.01%
29
– –
LH icon
505
Labcorp
LH
$26.1B
$1.42K ﹤0.01%
5
– –
ZD icon
506
Ziff Davis
ZD
$1.83B
$1.32K ﹤0.01%
35
– –
KWR icon
507
Quaker Houghton
KWR
$2.94B
$1.18K ﹤0.01%
9
– –
SBH icon
508
Sally Beauty Holdings
SBH
$1.58B
$1.13K ﹤0.01%
70
– –
ELS icon
509
Equity Lifestyle Properties
ELS
$12.4B
$1.02K ﹤0.01%
17
– –
MANH icon
510
Manhattan Associates
MANH
$11.4B
$1.02K ﹤0.01%
5
-2,049
-100% -$433K
OVV icon
511
Ovintiv
OVV
$17.6B
$962 ﹤0.01%
24
-9,652
-100% -$394K
NTRS icon
512
Northern Trust
NTRS
$34.4B
$935 ﹤0.01%
7
-45
-87% -$5.79K
AGNT
513
AGNT Inc
AGNT
$714M
$751 ﹤0.01%
71
– –
FRSH icon
514
Freshworks
FRSH
$3.31B
$526 ﹤0.01%
45
– –
CSX icon
515
CSX Corp
CSX
$92.5B
$317 ﹤0.01%
9
– –
FOX icon
516
Fox Class B
FOX
$23.2B
$114 ﹤0.01%
2
-115
-98% -$6.07K
ANSS
517
DELISTED
Ansys
ANSS
– –
-6,586
Closed -$2.3M
AOS icon
518
A.O. Smith
AOS
$8.65B
– –
-7,847
Closed -$513K
BIO icon
519
Bio-Rad Laboratories Class A
BIO
$9.53B
– –
-1,317
Closed -$317K
CDNA icon
520
CareDx
CDNA
$2.44B
– –
-47
Closed -$915
CSL icon
521
Carlisle Companies
CSL
$15.5B
– –
-1,754
Closed -$653K
EAT icon
522
Brinker International
EAT
$9.49B
– –
-145
Closed -$26.1K
FLEX icon
523
Flex
FLEX
$45.2B
– –
-3,725
Closed -$185K
HES
524
DELISTED
Hess
HES
– –
-16,913
Closed -$2.33M
HST icon
525
Host Hotels & Resorts
HST
$15.3B
– –
-24,391
Closed -$373K
18 19 20
21
22

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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 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.