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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
BLDR icon
526
Builders FirstSource
BLDR
$8.08B
$25.2K ﹤0.01%
176
– –
MOS icon
527
The Mosaic Company
MOS
$7.34B
$22.6K ﹤0.01%
917
– –
FVRR icon
528
Fiverr
FVRR
$315M
$21.4K ﹤0.01%
672
– –
APPF icon
529
AppFolio
APPF
$7.19B
$21.3K ﹤0.01%
86
– –
THC icon
530
Tenet Healthcare
THC
$20.9B
$21.2K ﹤0.01%
167
– –
UGI icon
531
UGI
UGI
$7.54B
$19.8K ﹤0.01%
700
– –
NUE icon
532
Nucor
NUE
$61.9B
$19.8K ﹤0.01%
169
– –
DBI icon
533
Designer Brands
DBI
$321M
$17.8K ﹤0.01%
3,328
– –
AEO icon
534
American Eagle Outfitters
AEO
$2.91B
$17.3K ﹤0.01%
1,032
– –
BALL icon
535
Ball Corp
BALL
$16.6B
$17.1K ﹤0.01%
309
– –
SKT icon
536
Tanger
SKT
$4.43B
$16.7K ﹤0.01%
488
– –
TDOC icon
537
Teladoc Health
TDOC
$1.24B
$15.9K ﹤0.01%
1,742
– –
CSX icon
538
CSX Corp
CSX
$92.5B
$15.9K ﹤0.01%
490
-80
-14% -$2.74K
GIII icon
539
G-III Apparel Group
GIII
$1.44B
$13.8K ﹤0.01%
421
– –
TMHC
540
DELISTED
Taylor Morrison
TMHC
$13.5K ﹤0.01%
220
– –
PCTY icon
541
Paylocity
PCTY
$7.7B
$13.2K ﹤0.01%
66
-9
-12% -$1.72K
GTLB icon
542
GitLab
GTLB
$7.11B
$12.6K ﹤0.01%
223
– –
ENPH icon
543
Enphase Energy
ENPH
$5.59B
$12.4K ﹤0.01%
180
-682
-79% -$54.1K
TSN icon
544
Tyson Foods
TSN
$19.9B
$11.9K ﹤0.01%
207
– –
WY icon
545
Weyerhaeuser
WY
$18B
$11.3K ﹤0.01%
400
– –
GDRX icon
546
GoodRx Holdings
GDRX
$1.3B
$11.1K ﹤0.01%
2,372
– –
VCEL icon
547
Vericel Corp
VCEL
$2.27B
$10.9K ﹤0.01%
198
– –
YEXT icon
548
Yext
YEXT
$572M
$10.6K ﹤0.01%
1,657
-167
-9% -$1.21K
GNRC icon
549
Generac Holdings
GNRC
$12.7B
$8.71K ﹤0.01%
56
– –
ETSY icon
550
Etsy
ETSY
$7.29B
$8.71K ﹤0.01%
164
– –
20 21
22
23 24

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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.