We are live on ! Find out more
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
EA
201
DELISTED
Electronic Arts
EA
$1.55M 0.1%
7,730
-7
-0.1% -$1.16K
KR icon
202
Kroger
KR
$34.5B
$1.54M 0.1%
23,039
+2,169
+10% +$151K
CEG icon
203
Constellation Energy
CEG
$98.6B
$1.54M 0.1%
4,704
– –
EME icon
204
Emcor
EME
$36B
$1.51M 0.1%
2,344
– –
ORLY icon
205
O'Reilly Automotive
ORLY
$74.9B
$1.49M 0.1%
13,939
+454
+3% +$45.6K
HSY icon
206
Hershey
HSY
$36.6B
$1.47M 0.1%
7,913
+30
+0.4% +$5.45K
RS icon
207
Reliance Steel & Aluminium
RS
$21.6B
$1.47M 0.1%
5,265
– –
CRWD icon
208
CrowdStrike
CRWD
$226B
$1.46M 0.1%
12,008
– –
EBAY icon
209
eBay
EBAY
$47.2B
$1.45M 0.1%
16,098
– –
PWR icon
210
Quanta Services
PWR
$101B
$1.45M 0.1%
3,525
+126
+4% +$49K
COF icon
211
Capital One
COF
$134B
$1.44M 0.1%
6,838
– –
BMRN icon
212
BioMarin Pharmaceuticals
BMRN
$13.5B
$1.44M 0.1%
26,817
+10,005
+60% +$572K
APO icon
213
Apollo Global Management
APO
$80.8B
$1.44M 0.1%
10,888
+5,452
+100% +$772K
TEAM icon
214
Atlassian
TEAM
$39.1B
$1.44M 0.1%
9,076
+673
+8% +$122K
CMG icon
215
Chipotle Mexican Grill
CMG
$40.5B
$1.42M 0.1%
36,601
+11,584
+46% +$522K
ALL icon
216
Allstate
ALL
$66.3B
$1.42M 0.1%
6,682
– –
WDAY icon
217
Workday
WDAY
$44.8B
$1.41M 0.1%
5,918
– –
TRV icon
218
Travelers Companies
TRV
$78.3B
$1.4M 0.1%
5,065
– –
CVNA icon
219
Carvana
CVNA
$79.2B
$1.4M 0.1%
18,735
+535
+3% +$38.3K
XYL icon
220
Xylem
XYL
$28.8B
$1.4M 0.09%
9,556
– –
SBAC icon
221
SBA Communications
SBAC
$19.3B
$1.39M 0.09%
7,256
– –
MCO icon
222
Moody's
MCO
$82.5B
$1.37M 0.09%
2,892
– –
AZO icon
223
AutoZone
AZO
$49.7B
$1.37M 0.09%
321
– –
FTNT icon
224
Fortinet
FTNT
$119B
$1.34M 0.09%
16,068
– –
NTAP icon
225
NetApp
NTAP
$38.9B
$1.34M 0.09%
11,404
– –
7 8
9
10 11

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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.