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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
GTM
551
ZoomInfo Technologies
GTM
$1.19B
$8.65K ﹤0.01%
820
– –
QLYS icon
552
Qualys
QLYS
$6.51B
$8.59K ﹤0.01%
61
– –
VYGR icon
553
Voyager Therapeutics
VYGR
$197M
$8.25K ﹤0.01%
1,449
– –
CFLT
554
DELISTED
Confluent
CFLT
$8.11K ﹤0.01%
289
– –
SIG icon
555
Signet Jewelers
SIG
$3.68B
$8.02K ﹤0.01%
99
– –
TOST icon
556
Toast
TOST
$20.2B
$6.26K ﹤0.01%
171
– –
TPH
557
DELISTED
Tri Pointe Homes
TPH
$5.97K ﹤0.01%
164
– –
TTEK icon
558
Tetra Tech
TTEK
$9.06B
$5.6K ﹤0.01%
140
– –
ENB icon
559
Enbridge
ENB
$113B
$3.15K ﹤0.01%
74
-75
-50% -$3.14K
MAA icon
560
Mid-America Apartment Communities
MAA
$15.3B
$2.79K ﹤0.01%
18
– –
LNTH icon
561
Lantheus
LNTH
$6.57B
$2.78K ﹤0.01%
31
– –
CCEP icon
562
Coca-Cola Europacific Partners
CCEP
$47.1B
$2.77K ﹤0.01%
36
-603
-94% -$46.6K
YELP icon
563
Yelp
YELP
$1.28B
$2.21K ﹤0.01%
57
– –
BA icon
564
Boeing
BA
$184B
$2.13K ﹤0.01%
12
– –
RAMP icon
565
LiveRamp
RAMP
$2.3B
$2.1K ﹤0.01%
69
– –
CPRT icon
566
Copart
CPRT
$27.2B
$2.07K ﹤0.01%
36
– –
SF
567
Stifel
SF
$12.7B
$1.92K ﹤0.01%
27
– –
ZD icon
568
Ziff Davis
ZD
$1.97B
$1.75K ﹤0.01%
32
– –
ROK icon
569
Rockwell Automation
ROK
$49.6B
$1.72K ﹤0.01%
6
– –
WTRG icon
570
Essential Utilities
WTRG
$11.4B
$1.68K ﹤0.01%
46
– –
BL icon
571
BlackLine
BL
$1.63B
$1.65K ﹤0.01%
27
– –
COUR icon
572
Coursera
COUR
$1.5B
$1.28K ﹤0.01%
+150
New +$1.16K
NDAQ icon
573
Nasdaq
NDAQ
$53.1B
$1.16K ﹤0.01%
15
– –
LH icon
574
Labcorp
LH
$26.1B
$1.15K ﹤0.01%
5
– –
KWR icon
575
Quaker Houghton
KWR
$2.94B
$1.13K ﹤0.01%
8
– –
21 22
23
24 25

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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.