Plato Investment Management Ltd holds a diversified book of 496 reported positions worth $1.8B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Public Service Enterprise GP and trimmed Micron Technology Inc. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Plato Investment Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Plato Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 12 / 80 | $250.1M |
| Evelyn Partners Group Ltd | 74 / 80 | $44.6B |
| Uhlmann Price Securities, LLC | 50 / 80 | $2.5B |
| Draper Asset Management, LLC | 11 / 80 | $177.4M |
| Hoey Investments, Inc | 62 / 80 | $692.2M |
| Alcosta Capital Management, Inc. | 17 / 80 | $131.6M |
| Skandinaviska Enskilda Banken AB (publ) | 34 / 80 | $2.4B |
| MFF Capital Investments Ltd | 12 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Plato Investment Management Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $120.5M | 605.7K | 6.9% | ▲+1.3% Added · +8K sh | |
| 2 | Apple Inc COM | $108.4M | 376.9K | 6.2% | ▲+3.1% Added · +12K sh | |
| 3 | Microsoft Corp COM | $65.1M | 175.5K | 3.7% | ▲+2.8% Added · +5K sh | |
| 4 | Amazon.com Inc COM | $58.3M | 246.0K | 3.3% | ▲+7.8% Added · +18K sh | |
| 5 | Alphabet Inc COM | $50.9M | 143.3K | 2.9% | ▲+4.5% Added · +6K sh | |
| 6 | Broadcom Inc COM | $43.4M | 115.5K | 2.5% | ▲~0% Added · +5 sh | |
| 7 | Alphabet Inc COM | $43.2M | 122.8K | 2.5% | ▲~0% Added · +40 sh | |
| 8 | Micron Technology Inc COM | $33.9M | 29.5K | 1.9% | ▼−5.4% Reduced · −2K sh | |
| 9 | Meta Platforms Inc COM | $29.1M | 52.0K | 1.7% | ▲+2.3% Added · +1K sh | |
| 10 | Tesla Inc COM | $27.0M | 64.5K | 1.5% | ▲+1.9% Added · +1K sh | |
| 11 | Advanced Micro Devices Inc COM | $25.1M | 43.4K | 1.4% | ▲+0.5% Added · +236 sh | |
| 12 | Eli Lilly & Co COM | $24.8M | 20.8K | 1.4% | ▼−0.1% Reduced · −27 sh | |
| 13 | JPMorgan Chase & Co COM | $20.3M | 62.4K | 1.2% | ▲+1.7% Added · +1K sh | |
| 14 | Johnson & Johnson COM | $18.3M | 72.4K | 1.0% | ▲+3.9% Added · +3K sh | |
| 15 | Lam Research Corp COM | $16.9M | 39.3K | 1.0% | ▼−18% Reduced · −9K sh | |
| 16 | Intel Corp COM | $16.3M | 117.5K | 0.9% | ▲+29% Added · +27K sh | |
| 17 | Visa Inc COM | $15.5M | 45.3K | 0.9% | ▲+4.5% Added · +2K sh | |
| 18 | AbbVie Inc COM | $15.4M | 61.6K | 0.9% | ▲+9.1% Added · +5K sh | |
| 19 | Caterpillar Inc COM | $14.7M | 13.9K | 0.8% | ▼−1.5% Reduced · −207 sh | |
| 20 | Applied Materials Inc COM | $14.3M | 19.9K | 0.8% | ▲+0.1% Added · +17 sh | |
| 21 | Cisco Systems Inc COM | $14.2M | 121.5K | 0.8% | ▲20k× Added · +122K sh | |
| 22 | Mastercard Inc COM | $13.8M | 27.1K | 0.8% | ▲+25% Added · +5K sh | |
| 23 | Bank of America Corp COM | $13.0M | 230.4K | 0.7% | ▲+30% Added · +53K sh | |
| 24 | Costco Wholesale Corp COM | $12.6M | 22.6K | 0.7% | ▲+126% Added · +13K sh | |
| 25 | General Electric Co COM | $12.2M | 32.7K | 0.7% | ▼−0.2% Reduced · −61 sh | |
| 26 | KLA Corp COM | $12.1M | 40.5K | 0.7% | ▲+655% Added · +35K sh | |
| 27 | GE Vernova Inc COM | $12.1M | 10.3K | 0.7% | ▼−1.4% Reduced · −149 sh | |
| 28 | Citigroup Inc COM | $11.9M | 85.9K | 0.7% | ▲+26% Added · +18K sh | |
| 29 | Coca-Cola Co COM | $11.4M | 140.7K | 0.6% | ▲+0.7% Added · +1K sh | |
| 30 | Walmart Inc COM | $10.9M | 96.9K | 0.6% | ▼−1.1% Reduced · −1K sh | |
| 31 | Salesforce Inc COM | $10.3M | 63.4K | 0.6% | ▲+641% Added · +55K sh | |
| 32 | Morgan Stanley COM | $10.0M | 48.2K | 0.6% | ▲+6.0% Added · +3K sh | |
| 33 | Procter & Gamble Co COM | $10.0M | 68.7K | 0.6% | ▲+2.6% Added · +2K sh | |
| 34 | Royal Bank of Canada COM | $9.8M | 47.6K | 0.6% | ▼−2.5% Reduced · −1K sh | |
| 35 | UnitedHealth Group Inc COM | $9.6M | 23.2K | 0.5% | ▲+27% Added · +5K sh | |
| 36 | PepsiCo Inc COM | $9.5M | 70.5K | 0.5% | ▲+10% Added · +7K sh | |
| 37 | Merck & Co Inc COM | $9.5M | 74.3K | 0.5% | ▲+15% Added · +10K sh | |
| 38 | Amphenol Corp COM | $8.7M | 49.6K | 0.5% | ▲+11% Added · +5K sh | |
| 39 | Verizon Communications Inc COM | $8.5M | 201.6K | 0.5% | ▲+16% Added · +28K sh | |
| 40 | Analog Devices Inc COM | $8.5M | 21.5K | 0.5% | ▼−2.4% Reduced · −538 sh | |
| 41 | Netflix Inc COM | $8.4M | 119.0K | 0.5% | ▲+17% Added · +18K sh | |
| 42 | Amgen Inc COM | $8.1M | 22.4K | 0.5% | ▲+2.7% Added · +599 sh | |
| 43 | Texas Instruments Inc COM | $7.9M | 26.7K | 0.5% | ▲+67% Added · +11K sh | |
| 44 | Home Depot Inc COM | $7.8M | 22.2K | 0.4% | ▲+1.2% Added · +266 sh | |
| 45 | American Express Co COM | $7.7M | 22.9K | 0.4% | —Held | |
| 46 | Walt Disney Co COM | $7.6M | 79.4K | 0.4% | ▲+8.8% Added · +6K sh | |
| 47 | Toronto-Dominion Bank COM | $7.6M | 62.5K | 0.4% | ▲+30% Added · +15K sh | |
| 48 | Magna International Inc COM | $7.5M | 114.4K | 0.4% | ▲+57% Added · +41K sh | |
| 49 | Canadian Imperial Bank of Comm COM | $6.9M | 59.9K | 0.4% | —Held | |
| 50 | Exxon Mobil Corp COM | $6.8M | 49.7K | 0.4% | ▼−33% Reduced · −25K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1984475/holdings"
Use Arkolith to show Plato Investment Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 503 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 516 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 513 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 516 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 516 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 20, 2025 | 50d | 527 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 585 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 547 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.